CPA Inprotech Track
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: Considerations for a Paperless Office
Marks & Clerk shares their strategy for moving into a "paperlight" environment, starting with the integration of Document Management into CPA Inprotech, and presenting their overall strategy and vision to further streamline workflow processes along with the benefits they expect to gain from it.
- Reasons for going "paperless"
- Strategy plans for a successful outcome
Best Practices: Replication in an Enterprise Environment
Firms with a multi-office environment could potentially make use of replication. Spoor & Fisher describes the advantages of a replicated environment, and focuses on tools to ensure successful implementation and data integrity.
- Benefits of replication
- Selecting the right tools for a successful outcome
Best Practices: Maximising Reporting Options with CPA Inprotech
Dannemann and CPA explain how to integrate Microsoft Reporting Services within the WorkBench modules to meet specific reporting needs.
- How to create sophisticated reports
- Lessons learned in using Microsoft Reporting Services
Best Practices: Using the WorkBench Modules
Keltie shares how the firm has implemented a Web portal for its clients to view data within the IP Management system. CPA experts present the new version of the Professional WorkBench module.
- Lessons learned for the Client and Professional WorkBench modules
- Benefits of the new versions
IEUG Meeting: Special Focus on WorkBenches
Join the quarterly IEUG meeting where Ian Loveless chairs a session focused on the WorkBench modules. This peer-to-peer discussion gives you the opportunity to review the new version of the modules and provide feedback to other users and to CPA.
- Exchange ideas and best practices
- Prioritize list of improvements for CPA
Training: Reporting
Enhance your skills in producing and formatting reports.
- 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 & 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