[E-trademarks] Docketing software
Pamela Chestek
pamela at chesteklegal.com
Fri Jan 17 21:08:32 UTC 2025
We looked at several docketing softwares a few years ago and chose
WebTMS. It's quite archaic (for example, you can't run it in multiple
tabs, which may mean a lot of going of back and forth between modules)
but it was the best choice for us, even with all its flaws. We looked at
AltLegal, but from my perspective the very design brief for the software
is different from what I need. I don't just need docketing, but like
Rosie I also need robust portfolio analysis and reporting tools. My
recollection was that creating something like an exhibit for an
assignment was difficult in AltLegal and required some workaround
because it just wasn't designed with that purpose in mind. Also,
International Registrations are a challenge for any software, but they
way that AltLegal handled them was, from my perspective, unusable.
That's my take from a couple of years ago, so they might have addressed
these issues more recently.
That said, if I needed software primarily for US docketing, AltLegal
would be back on my list of software to consider.
So I think it depends a lot on what you actually need your software to
do given your practice.
Pam
Pamela S. Chestek
Chestek Legal
PLEASE NOTE OUR NEW MAILING ADDRESS
4641 Post St.
Unit 4316
El Dorado Hills, CA 95762
+1 919-800-8033
pamela at chesteklegal.com
www.chesteklegal.com
On 1/17/2025 8:42 AM, Rosie Yang via E-trademarks wrote:
> We actually stepped away from AltLegal about a year ago, and went with
> WebTMS. Our primary concern was that we were having problems getting
> good reporting out of AltLegal to give to our clients with larger
> portfolios.
>
> Also, with all these systems, we have found that the data
> synchronization from non-US trademark offices is often
> unreliable/problematic. Because of sometimes months-long delays in
> getting the automated data sync, we routinely have registration
> certificates or other developments well before the data comes
> automatically. Sync functions also do not tend to include things like
> office actions and their deadlines. Finally, we found that when we
> manually docket an item but have data sync turned on, the data sync
> will override it, which can be problematic in certain situations.
> Risks will depend of course on where your clients are filing, so just
> use and configure any data sync with care - it's not a panacea.
>
> On Fri, Jan 17, 2025 at 10:46 AM Steve Cooper via E-trademarks
> <e-trademarks at oppedahl-lists.com> wrote:
>
> I would also agree with the Alt Legal recommendations, I have used
> it for several years now and like it a lot. As my firm and I also
> do a lot of patents, we have recently started using AppColl, which
> has more robust patent docketing features, and after seeing that
> program’s trademark docketing/services, I would say Alt Legal is
> significantly better with trademarks.
>
> Alt Legal is less fully automated for international than it is
> with US (it will add US matters automatically to your docket when
> it sees your email address(es) in the correspondence field), but
> it does update and docket international trademark matters. When
> Alt Legal flags information in one of your foreign marks has
> changed at the local IP office, it includes them in a “Trademark
> Data Review” section of the activity email they send out based on
> your settings, so you would know something has changed and be able
> to check it. When a foreign renewal is filed and you mark it
> filed, it will automatically docket the next renewal.
>
> The people at Alt Legal are also great to work with when you have
> questions, and they offer additional services on top of the
> docketing (2d watch, Application Match). Their fees are based on
> the number of matters, so maybe it could be pricier for large
> portfolios, but I’ve appreciated the way they do it because the
> cost is transparent (I feel it’s one of the few that actually
> lists pricing on their website
> <https://www.altlegal.com/pricing/>) and they are invested in your
> growth and success.
>
> */Steven T. Cooper/**/
> /*Partner, Ware Fressola Maguire & Barber LLP
>
> Email: stc at warefressola.com <mailto:stc at warefressola.com>
> Phone: 203-261-1234 | Mobile:**203-414-7294
> 755 Main Street, Bradford Green Bldg. 5
> Monroe, CT 06468
> www.warefressola.com <http://www.warefressola.com/>
>
> *********************************************************
> This e-mail and any attachments are intended solely for the
> intended recipient(s) and may contain confidential and/or
> privileged information. Any unauthorized review, use, disclosure
> or distribution is prohibited. If you have received this email in
> error, please notify us immediately by reply email and destroy all
> copies of this email and any attachments.
> *********************************************************
>
> *From:*E-trademarks <e-trademarks-bounces at oppedahl-lists.com> *On
> Behalf Of *Laura Geyer via E-trademarks
> *Sent:* Friday, January 17, 2025 10:08 AM
> *To:* For trademark practitioners. This is not for laypersons to
> seek legal advice. <e-trademarks at oppedahl-lists.com>
> *Cc:* Laura Geyer <lgeyer at ndgallilaw.com>; Kelcey Patrick-Ferree
> <kpf at patrickferreelaw.com>
> *Subject:* Re: [E-trademarks] Docketing software
>
> I can second that AltLegal is good for domestic trademark
> management. The need to physically enter foreign properties
> manually is an issue. I know they don’t always update their own
> rules frequently, but when I was using CPI they were always on top
> of those. It also doesn’t auto-populate TTAB matters like some
> programs do.
>
> But if you have a small or no int’l docket and have a reliable
> person to stay on top of what **does** have to be entered, the
> price is temptingly low, that’s for sure.
>
> *Laura Talley Geyer*| *Of Counsel*
>
> **
>
> *ND Galli Law LLC*
>
> 1200 G Street, N.W., Ste 800
>
> Washington, DC 20005
>
> Tel: (202) 599-9019 (direct)
>
> https://ndgallilaw.com/laura-geyer/
>
> https://ndgallilaw.com/
>
> *From:*E-trademarks <e-trademarks-bounces at oppedahl-lists.com> *On
> Behalf Of *Mark Kaufman via E-trademarks
> *Sent:* Friday, January 17, 2025 7:56 AM
> *To:* For trademark practitioners. This is not for laypersons to
> seek legal advice. <e-trademarks at oppedahl-lists.com>
> *Cc:* Mark Kaufman <kaufman at kaufmankahn.com>; Kelcey
> Patrick-Ferree <kpf at patrickferreelaw.com>
> *Subject:* Re: [E-trademarks] Docketing software
>
> *EXTERNAL EMAIL*
>
> Alt-Legal has been good for international, to a pint: it does not
> update the status of a trademark in all countries “automatically”,
> but then again, only as fast as those countries update their own
> databases. Some require manual input. But it’s nice to plug in a
> new registration outside of the U.S., and it populates in Alt Legal.
>
> Thanks,
> Mark
>
> Mark S. Kaufman
>
> Kaufman & Kahn, LLP
>
> Email: kaufman at kaufmankahn.com <mailto:kaufman at kaufmankahn.com>
>
> www.kaufmankahn.com <http://www.kaufmankahn.com/>
>
> 10 Grand Central
>
> 155 East 44^th Street, 19^th Floor
>
> New York, NY 10017
>
> Mobile: +1 (917) 453-7807
>
> Tel.: (212) 293-5556, x 2
>
> This email is intended only for the party to whom it is addressed
> and may contain privileged or confidential information. If you are
> not the intended recipient, you are hereby notified that any use,
> dissemination or copying of this email is prohibited. If you have
> received this email in error, kindly notify us immediately, return
> the email to us, and destroy any electronic or other copies of the
> email (including any notification to us in your “Sent” folder).
> Thank you in advance for your cooperation and courtesy.
>
> *From:*E-trademarks <e-trademarks-bounces at oppedahl-lists.com> *On
> Behalf Of *Kelcey Patrick-Ferree via E-trademarks
> *Sent:* Friday, January 17, 2025 12:15 AM
> *To:* For trademark practitioners. This is not for laypersons to
> seek legal advice. <e-trademarks at oppedahl-lists.com>
> *Cc:* Kelcey Patrick-Ferree <kpf at patrickferreelaw.com>
> *Subject:* Re: [E-trademarks] Docketing software
>
> Domestic and international.
>
>
> *Kelcey Patrick-Ferree *
>
> Phone: (IA): (319) 383-0659
>
> Phone (MN): (612) 568-5573 <tel:%28612%29%20568-5573>
>
> Email: kpf at patrickferreelaw.com
>
> On Thu, Jan 16, 2025 at 11:08 PM Pamela Chestek via E-trademarks
> <e-trademarks at oppedahl-lists.com> wrote:
>
> Do you manage trademarks internationally or just domestic?
> That makes a big difference in TM docketing.
>
> Pam
>
> Pamela S. Chestek
> Chestek Legal
> PLEASE NOTE OUR NEW MAILING ADDRESS
> 4641 Post St.
> Unit 4316
> El Dorado Hills, CA 95762
> +1 919-800-8033
> pamela at chesteklegal
> www.chesteklegal.com <http://www.chesteklegal.com>
>
> On 1/16/2025 8:38 PM, Kelcey Patrick-Ferree via E-trademarks
> wrote:
>
> All of the threads about this are pretty old, so I am
> reviving this question.
>
> What docketing software do you love? I'm looking for
> something for trademarks and litigation (IP and business,
> primarily). Clio integration would be helpful.
>
> Warm regards,
>
> Kelcey
>
>
> *Kelcey Patrick-Ferree *
>
> Attorney and Owner
>
> * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
> * * * *
> *Patrick-Ferree Law, P.L.L.C.*
>
> By Appointment: 136 S. Dubuque St., Iowa City, IA 52240
>
> Mail: P.O. Box 148, Iowa City, IA 52244
>
> Phone (IA): (319) 383-0659
>
> Phone (MN): (612) 568-5573 <tel:%28612%29%20568-5573>
>
> Email: kpf at patrickferreelaw.com
>
> Web: https://patrickferreelaw.com
>
> Payments: https://patrickferreelaw.com/payments/
>
>
> * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
> * * * *
>
> --
> E-trademarks mailing list
> E-trademarks at oppedahl-lists.com
> http://oppedahl-lists.com/mailman/listinfo/e-trademarks_oppedahl-lists.com
>
> --
> E-trademarks mailing list
> E-trademarks at oppedahl-lists.com
> http://oppedahl-lists.com/mailman/listinfo/e-trademarks_oppedahl-lists.com
>
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://oppedahl-lists.com/pipermail/e-trademarks_oppedahl-lists.com/attachments/20250117/bcda7a2d/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 9803 bytes
Desc: not available
URL: <http://oppedahl-lists.com/pipermail/e-trademarks_oppedahl-lists.com/attachments/20250117/bcda7a2d/attachment.png>
More information about the E-trademarks
mailing list