IDS AND REFERENCE MANAGEMENT

Freedom from administrative workload

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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

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STRENGTH IN 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 EFFICIENCY

  • 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

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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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WEBINAR

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

WATCH

COMBINE WITH
OTHER PRODUCTS AND SERVICES

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IDS MANAGEMENT AND FOUNDATIONIP


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

Find out more

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IDS MANAGEMENT AND NOTICE OF ALLOWANCE


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

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