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ids AND REFERENCE MANAGEMENT

IDS service that reduces risk and frees administrative workload

Information Disclosure Statement (IDS) preparation and filing can be a big drain on precious paralegal resources, and costly if not managed efficiently. CPA Global can take away the burden by managing the process for you.

We combine industry-leading software and proprietary tools with our team’s expert IP knowledge to ensure a flexible, high quality IDS service that reduces risk and saves time.

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REMOVING THE ADMIN BURDEN

STRENGTH NEW NUMBERS
  • Over 70 IDS paralegals and IP experts are at your service to manage your IDS management service.

  • Our team acts as an extension of yours, identifying improvements in the processes and systems to achieve better results.

  • Our blended delivery model allows round-the-clock support when required.

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HIGHER EFFICENCY
  • IP Experts along with proprietary industry-leading reference management software ensures accurate reference entry and cross-citations.

  • Technology ensures all prior art is accurately stored against each case by family or subject matter.

  • Automatic reference flow within family matters increases efficiency and speed.

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FLEXIBLE SERVICE
  • We adapt to your needs, not the other way around. No matter what systems you use, we hit the ground running with seamless integration.
  • Flexible turn-around times are based on number of references cited and IDS filing due date.
  • Only pay for what you use. We can charge per IDS preparation, so you can charge the cost back to each matter. 
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DISCUSS YOUR OPTIONS
OUR EXPERT TEAM IS HERE TO HELP

CORE FEATURES

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COMPLETE SERVICE

Full-service IDS & Reference Management for patent portfolios, including Matter intake, family relations, reference flow

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IDENTIFIES PRIOR ART

Identify the prior art cited within IDS triggering documents like office actions, NPLs etc. and IDS preparation

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EASY REVIEW

Prepare SB-08 forms for Attorney review and signatures.

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USPTO

Submit IDS with USPTO using client’s customer number sponsorship

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VALIDATION

Validate references in previous IDS filings.

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Our experts offer insights on how to combine people-based services and the best software solutions for the best IDS and reference management strategy.

COMBINE WITH OTHER PRODUCTS AND SERVICES

IDS MANAGEMENT AND FOUNDATIONIP

Managing your intellectual properly through FoundationIP allows you to integrate docketing with IDS Management and automate your processes even further.

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IDS MANAGEMENT AND NOTICE OF ALLOWANCE

Conduct a comprehensive Notice of Allowance Review of US matters along with reference identification.

Let’s change the world

Speak to one of our IP experts about how we can help you do more of what you do best.