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eFiLiA IP Kanzlei

Intellectual Property Management Software for Law Firms

Digitized Workflow

for an efficient & clear management of your clients' IP portfolio

With eFiLiA IP, you digitize your workflow and manage your clients' IP portfolio efficiently and clearly. The software provides you with a comprehensive overview of your clients' portfolios and offers efficient service recording and invoicing as well as integrated document storage.

Benefit from flexibility, adaptability, and intuitiveness – big and small businesses have been trusting in our IP solutions for years.

Our Service

Service Recording & Invoicing

Quickly and easily record services and track billing processes related to incurred third-party costs or outgoing invoices.

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IP Procedures & IP Management

Numerous stored processes support you in prosecution and docketing: Automate various IP procedures and never lose track of essential files and documents.

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Communication & Collaboration

Communicate with external attorneys, offices, and other service providers worldwide: Features for transparent exchange and efficient collaboration on one platform.

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Basic Functions

Find numerous basic processes that make your daily work easier: from document and deadline management to audit trails, import and export of data, and many more.

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Integrated Services

Choosing the IT architecture and usage model (On Premises or Software as a Service), data migration, and process mapping are critical tasks involved in implementing an IP management system.

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Service Recording & Invoicing

Quickly and easily record services and track billing processes related to incurred third-party costs or outgoing invoices.

Service Recording

Get complete service recording and optimized customer billability procedures. You can also record your services and external costs in different currencies through an easily accessible rule system.

Cost Overview & Cost Preview

Plan your cash flow: Get an overview of charged and uncharged services and calculate likely accruing costs in advance.

Outgoing Invoices

Create and send outgoing invoices easily: Create invoices, advance invoices, credit notes, and other payment documents, design them individually and send them via different channels.


IP Procedures & IP Management

Numerous stored processes support you in prosecution and docketing: Automate various IP procedures and never lose track of essential files and documents.

IP Files & Procedures

Rely on modern, automated work processes with digitized files and structured filing of IP rights. You also receive support for IP docketing and patent prosecution.

Litigation Files

Access file-specific processes and structures for oppositions, infringement disputes, revocation actions, vindications, legal opinions, etc. Get electronic management of dispute procedures as well as links to intellectual property rights.

Examination, Research, and Third-Party IP Files

Access file-specific processes and structures for managing contracts and license agreements, investigation and search files, as well as monitoring third-party intellectual property rights with country-specific references. In addition, you get a structured record of other IP-specific proceedings, as well as a filing system for accruing documents and cross-references to further relevant proceedings.

Confidential Files

File confidential information and control access permissions. Only the creator, as well as authorized persons, can see the content.

Online Filing

Simplify registration and online communication via interfaces to the relevant offices. Avoid formal errors and benefit from an efficient and reliable incoming mail process.

IDS (Information Disclosure Statements)

Keep track of the technological state of the art concerning IDS and automatically generate the relevant forms facilitating communication with the relevant offices. The system provides an overview of state of the art already disclosed.

Office Interfaces

Simplify your work with the office interfaces and get support in the patent prosecution process. Information is conveyed without distortion, and the results are transferred directly to your files.

Interface to IP Databases

Get access to additional published documents on IP rights and synchronize your data. This way, you increase data quality and access relevant additional information more easily.

Annuities

Obtain reliable calculations of annuities and information on accruing deadlines. Match them with multiple payment providers for double security, a simplified payment process, and better cost visibility.

Order Processing of Annual Fees

This module enables a comprehensive recording of annual fees as well as renewal costs from various sources. Flexibly create and send client-specific documents such as reminders and invoices as well as payment orders to offices, partner attorneys, or payment service providers.

Payment Interfaces

Find interfaces to all major payment providers and execute manual payment orders. The advantages are automated payment processes and the reduction of errors such as following additional payments or even loss of intellectual property rights.

Data Validation & Plausibility Check

A stored set of rules, which can be individually extended, ensures that your data stock meets your quality requirements—benefit from increased data quality, more efficient processes, and therefore better decisions.


Communication & Collaboration

Communicate with external attorneys, offices, and other service providers worldwide: Features for transparent exchange and efficient collaboration on one platform.

Roles & Rights

The size and structure of the law firm are directly linked to the requirements for the rights and roles concept. You can adapt standard configurations to your requirements if necessary and define new roles and special rights configurations.

Client Portal

The client portal provides your clients with helpful information, such as the status of proceedings or essential documents. This way you reduce the communication effort with clients and at the same time give them a comprehensive overview of the portfolio.

Central Inbox

You can do a large part of the communication directly via portals (e.g., attorney) and interfaces (e.g., office). The central inbox supports your processes as much as possible - regardless of whether it is a scanned letter or an e-mail.

Personal Document Inbox

Depending on your role, the system provides a list of documents to be processed, from which the subsequent work steps can be directly derived. That gives the relevant persons a comprehensive overview and allows them to forward documents to employees without detours, if necessary.

Incoming Official E-Mail

Rely on paperless communication without time-consuming digitization processes of daily incoming official mail. The interface to the DPMA and EPO mailboxes enables the automatic assignment of official electronic mail to eFiLiA IP.

Incoming & Outgoing E-Mail

In addition to the central inbox, e-mails can be dragged and dropped directly into the file to be automatically processed further. Unattended batch e-mail distribution is just as possible as creating, processing, and distributing an e-mail from Outlook - including automatic storing in the file.

E-Mail Management (Outlook Plug-In)

Make the filing of important correspondence easier and more transparent. With the Outlook plug-in, you get direct access to documents and data from eFiLiA IP and the corresponding archive.

In-Commission

Facilitate collaboration between different locations: For example, you can forward a file to a patent attorney in a US office for filing or further processing with one click.

Task Chains

Make workflow more straightforward and more efficient: Calculate and note deadlines, create and send letters, etc. This allows the personnel of the law firm to store process flows easily.

Mass Operations

Mass operations can quickly implement the change of an external law firm or rewrites and changes in the organization chart via mass operations. It is also possible to implement specific time-dependent status changes of files, such as closing patent families, notification of patent expiration, etc.

Address Management

Easily manage involved people and contacts to get high-quality data easily and quickly.

Substitution Management

Manage responsibilities in the event of illness or vacation of the assigned worker to continue work that cannot be postponed.


Basic Functions

Discover numerous basic processes that make your daily work easier with document and deadline management tools, audit trails, import and export of data, and much more.

Document Management

Originally developed as a document management system for military purposes and thus eligible for high-quality requirements and the management of large data sets - after integration into eFiLiA IP, the system now forms the solid basis for all document-related tasks.

Due-Date Management

One of the pillars in patent management: Get a comprehensive overview of (pre and post) deadlines and access the complete yet easy-to-use rules system.

Workflow System

The workflow system of the eFiLiA IP framework is a practical tool to adapt existing workflows and create new ones. Benefit from its flexibility and adaptability to organizational needs.

Document Rendering

The document management system integrated with eFiLiA automatically generates previews for quick viewing of documents in addition to PDFs. Thus, you can view documents immediately without having to open them.

Document & Mail Templates

The document template is now increasingly being replaced by an e-mail template. Using a Word plug-in, you can easily create and edit document and e-mail templates.

File Structures

In eFiLiA IP, the folders/directories of the electronic file are the counterpart to the tabs of the paper file. Manage their structure centrally and extend them on a file-specific basis as needed to always have a structured representation of relevant information at hand.

Relationships

Patent files, dispute files, or contract files - each file can be related to others. The management of these relationships, together with the representation of connections and navigation, is one of the strengths of eFiLiA IP.

Audit Trail

The audit trail implemented in the software basis documents changes and presents them in a comprehensible way. On a higher level, a technical action log is also available.

Recycle Bin & Data Retention Management

Data Retention Management enables the implementation of your data retention strategy and compliance with the GDPR. Furthermore, eFiLiA IP also supports requirements in the "Litigation Hold" process.

API

As an enterprise system, eFiLiA IP offers various APIs that allow access to the system from other programs. This provides integration with existing application landscapes as well as with specialized applications.

Data Export/Import

Through various channels, the system can quickly import and export large amounts of data if needed.


Integrated Services

Choosing the IT architecture and usage model (On-Premises or Software as a Service), data migration, and process mapping are critical tasks involved in implementing an IP management system.

Installation & Operation

Hosting

On-Premises: eFiLiA IP is installed on your network. Interasco takes care of the maintenance.

SaaS: You get access to a system provided for you via the Internet.

Architecture

As an enterprise solution, extended architecture options are available if required.

Security

Security is a top priority at every level. For detailed information, please contact us directly.

Installation

Installing the system in your environment or providing eFiLiA IP as SaaS is one of many services we offer to our customers.

Commissioning

Migration

In many cases, data is transferred from other patent management systems or other sources such as Excel. Using eFiLiA IP, it is possible to quickly migrate large or small amounts of data, including the associated documents.

Customization

With the possibility to configure the stored standard processes in eFiLiA IP, they can also be adapted entirely to your requirements, if needed by your company.

Configuration

Connection to further systems and export formats as well as the definition of your file number - via parameters, the system is quickly integrated into your landscape and adapted to your requirements.

Due Dates & Official Fees

Our customers always receive - if desired - the current deadline rules and fees of a large number of countries or offices.

Support

If you have any questions or uncertainties, our support team is always ready to help you.

Maintenance

Interasco always keeps the system up to date and constantly optimizes and expands it. We regularly evaluate new technical options and integrate them as necessary.