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CPA Memotech Track

 
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CPA Memotech 5.2 Release and Future Development Plans
The latest and greatest of CPA Memotech 5.2, including enhancements to navigation, searching, document and email management, and the invention submission and patent committee modules. Review the development roadmap for 2008-09.

  • Newest features of CPA Memotech 5.2
  • Sneak peek at our future development plans

Law Update Service
Learn how the new EPC 2000 is affecting the EP procedure screen and the new rules set up in CPA Memotech.

Discover all the new law-related features that will help you better handle your portfolio and track daily deadlines. Depending on the outcome of the granted injunction and the expected 2008 update, this session also may be an opportunity to discuss USPTO New Rules and the proposed changes in existing prosecution practices.

  • Newest product features and developments
  • Review of legal updates, including EPC 2000 and USPTO rules

CPA Memotech Client Server Update
Chat with peers who are also using the v32 version of CPA Memotech, and see the system’s new features including new USPTO forms and letters.

  • Understand new v32 developments
  • Discuss system uses and areas for improvement

Upgrading from CPA Memotech 4 to 5

Learn the process for changing software versions within the Web-based environment, including what needs to be installed and what impact it will have on the system.

  • How to upgrade to CPA Memotech 5
  • Avoiding upgrading pitfalls

Best Practices: Upgrading from Client Server to Web

Leading corporation shares "do's and don'ts" for upgrading from the client server to the fully Web-based version of CPA Memotech. Get tips for everything from evaluating your needs to structuring the rollout.

  • Tips for planning and executing upgrade
  • Lessons learned

Best Practices: Invention Submission and Patent Committee

Research In Motion shares techniques for managing invention submission and patent review processes. Also join our peer discussion on implementing modules to meet different business groups’ needs.

  • Lessons learned from module configuration
  • Pros and cons of workflow options

Roundtable Discussion: Trademarks in CPA Memotech

Help CPA better understand the software needs of corporate TM departments. Be prepared to share everything from idea collection to renewal and maintenance decisions.

  • Learn what your peers are doing
  • See how else CPA Memotech can help you

Best Practices: Document Management

The Dow Chemical Company presents the company’s experiences with moving into a paperless environment, including scanning, automatically generating and storing letters, and using email to push information to users.

  • Reduce the paper shuffle
  • Utilization of workflow automation 


Best Practices: Multi-Site Management
Is CPA Memotech accessed by multiple offices or by users in other countries? Thomson Licensing LLC discusses considerations for workflow setup, communications and reporting across multiple sites.

Balancing needs across the business
Defining processes

Training: Prior Art (Web-only)
Learn how to manage references, prior art, citations and associated documents. From noting which cases are concerned and which have been cited at the PTO, to auto-generating the 1449, CPA Memotech makes it simpler!

  • Keep on top of your references
  • Auto-generation of the 1449

Training: Tips & Tricks (Web and v32)
Can’t remember that keyboard shortcut? Want to know the quickest way to add an inventor? Wish you could speed up docketing? Come learn these and many more useful tips.

  • Increase user efficiency
  • Get the most out of CPA Memotech

Training: Reporting (Web-only)

Learn how to boost efficiency and take advantage of CPA Memotech 5’s reporting features, including one-click and multi-level reporting, and Crystal Reports exports.

  • Discover new reporting features
  • Look at advanced reporting with Crystal Reports

Training: Reporting (v32-only)
Learn more complicated selection criteria, use the Group function to count cases, and show query results in CPA Memotech v32. If you’ve already mastered basic MisQuery reports, this session takes you further.

Learn to use the Count function
Create sophisticated reports

Training: Forms, Letters, Workflow – Parts I and II (Web-only)

A Instead of writing the same letters over and over again, save time by creating templates in CPA Memotech. This session teaches you how to generate forms and letters automatically and integrate them into your workflows.

  • Generate PTO forms
  • Save time on drafting letters

Training: Forms and Letters (v32-only)
Instead of writing the same letters over and over again, save time by creating templates in CPA Memotech. This session teaches you how to generate forms and letters automatically.

  • Generate PTO forms
  • Save time on drafting letters

Training: Annuity Management Interface Tools (Web and v32)
Does CPA handle your annuities? Learn how both versions of CPA Memotech pass information to CPA, and how to master batches, reports, annuity updates and invoice imports through the Annuity Interface.

  • Know all the Interface features
  • Use Interface reports efficiently

Register for the CPA Memotech track today

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