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Inprotech Track

 
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View the CPA Inprotech track brochure - pdf

Recent Releases Update and Future Development Plans
Learn what's new in CPA Inprotech Release 4.0, including the new Clerical WorkBench module and the IDS Management tab, and enhancements to the Docket Wizard, EFS Filing integration and the bulk USPTO download capabilities.

  • Clerical WorkBench as a data entry option
  • Enhancing filing practices with EFS Filing

Law Update Service
Hear about the new Quality Assurance processes to be implemented for all Law Update Service releases. Discuss what is and is not released within the Law Update Service XML and join in a Q&A session with CPA staff.

  • Updates to be included in the Law Update Service release
  • How QA will assure thorough testing of Law Update releases

Best Practices: Names at the Core of Your Practice
Hear how leading European law firm Reddie & Grose, one of the largest users of CPA Inprotech, manages Names, a highly underutilized program in North America.

  • Best practices for the Names program
  • The importance of Names in automating your IP practice


Best Practices: Use of Professional and Client WorkBench Modules

Cooley Godward Kronish LLP shares how it has implemented a Web portal for clients and professionals to view data within the IP management system. Lessons learned for the Professional WorkBench module

  • Lessons learned for the Client WorkBench module
  • Best Practices: Paperless Portfolio Management


Best Practices: Paperless Portfolio Management

Learn how Fulbright and Jaworski LLP plans to transform to a "paperless" practice

  • Reasons and justifications for going paperless
  • How to create a paperless office

Best Practices: Implementation Do's and Don'ts
Learn how Morrison & Foerster LLP evaluates an application and assures successful implementation by carefully assembling project teams. Discussion focuses on the firm’s lessons learned throughout this process.

  • The importance of doing research before starting a project
  • How the make up of a team leads to successful implementation

Renewals Interface Update
Review how to get the Renewals Interface running, from both a data and configuration standpoint. Come discuss the "round trip" aspect of the interface and the relationship between a customer’s data and the data stored on the Renewals database.

  • Challenges related to extracting the correct information
  • How data differs between a client's database and the Renewals database

Training: Reporting
When an attorney asks you for those difficult reports you will now be able to produce them and format them to his/her specifications.

  • Formatting reports according to specific requirements
  • Learn to report on all fields in the system

Training: WorkBench Setup
Learn to tailor, lock down and enable users (internal and external) within the WorkBench modules.

  • Configure tabs for individual users
  • Set up a client to use WorkBench

Training: Letter Generation
Spend too much time writing the same letters over and over again? Discover how to quickly generate all your letters and forms by designing simple Word and PDF templates in CPA Inprotech.

  • Generate PTO forms
  • Save time on drafting letters

Training: Tips and Tricks
What does the Standing Instruction tab do? What are checklists? This session answers these questions and teaches CPA Inprotech users many more helpful tips and tricks.

  • Increase efficiency
  • Get the most out of CPA Inprotech

Register for the CPA Inprotech track today

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