Features

FoundationIP provides a simple, integrated and customisable environment for corporations and IP attorney firms to collaboratively manage the prosecution of IP matters.

Matter Manager
FoundationIP not only provides a global view of all matters, it also provides the convenience of allowing you to drill down for in-depth information about a specific matter, allowing clients to maintain a paperLESS environment. For those who choose to retain a paper file in addition to the electronic version within FoundationIP, the Matter Manager both allows for manual entry of file locations and integrates with bar code systems, tracing the physical location of files. From interactive screens you can precisely determine the current status of every matter, view and store all documents, exams and related matters, identify clusters, determine export control status, and review all correspondence and notes, saving you money and hassle.

IDS and Reference Manager
FoundationIP’s IDS and Reference Manager delivers a significant cost savings to users by automating the process of managing related matters for cross-citation. References, after being cited with a matter, are categorised and automatically correlated across related matters. You can add, edit, or delete documents in the Reference list of a matter.

MergeDocs
FoundationIP manages all PTO communication through the powerful "merge document" production module. The system comes with over one hundred standard merge document templates, as well as the functionality for users to create their own. The function automatically populates information from FoundationIP into your documents and correspondence in the way that best fits your workflow. The resulting merged document can be displayed as an HTML document, MSWord document or in a PDF format.

Contact Manager
FoundationIP includes an integrated contact manager to keep track of names, addresses, phone numbers, and other important contact information. Contacts can be defined in either organisational-level or personal-level address books. Contact information stored in FoundationIP allows users to perform common operations, such as granting access rights to a matter or sending electronic notification of important events. The feature is easy to use and saves the time otherwise spent toggling between different systems for contact information.

Communications Manager
FoundationIP provides a full-featured communications manager, including an email system. Emails sent to or from a matter are automatically filed under that matter, and emails received can be filed under one or more matters or activities of your choice. FoundationIP also provides contextual posting of notes and threaded discussions, even allowing attorneys to post invoices online.

Docket Manager
FoundationIP provides extensive management of docket dates. Users can view date reminders, due dates and final dates for all PTO-related events across all matter in which the user is involved. With the docket date manager, docket manager can be filtered by various criteria, such as time-horizons, PTO events, or matter types. You can avoid the cost of maintaining two systems and the hassle of toggling back and forth between multiple systems.

Report Generator
Using FoundationIP, data can be easily explored, collated, or integrated with your existing enterprise processes. The level of management information will help you manage your practise efficiently. You can use one of the hundreds of reports or merges to export date from the system, or create your own. You can also schedule the report generator to automatically occur on specific user-defined intervals.

PTO Access
FoundationIP's PTO Access module attaches USPTO information harvested from the USPTO Private PAIR system to FoundationIP data, displaying it in a manner that is actionable and accessible with a web browser. There is also a reporting function that checks the accuracy of the data, such as date information, and it also confirms that the critical correspondence to and from the USPTO is actually received, alerting users when correspondence is missing.

Annuity Manager
FoundationIP is part of the CPA Global Group. CPA Global manages the entire annuity process, from decision making to cost allocations. Annuity payment decisions and data are integrated into your workflow.

Invention Disclosure
FoundationIP has a fully integrated invention disclosure system which provides users with a highly configurable template that allows inventors to go online and easily enter the information you want to capture. The system automatically polls review committees and manages the invention disclosure process.