What makes PatOrg particularly special is its flexibility and adaptability to changing requirements. Thanks to PatOrg’s IP application-oriented design you can easily tailor PatOrg to your needs without prior skills in general-purpose programming languages such as Visual Basic or SQL. Your configuration implementing the individuality of your organisation and uniqueness of your services is completely in your hands and separated from the platform. So, PatOrg is a scalable and well-proven IP Management Standard Software which facilitates development, updates and training.

PatOrg provides to manage all kind of documents including emails. Each document can be assigned to related records such as cases, contacts and dockets. To manage incoming and outgoing emails PatOrg offers an Outlook addin. Outgoing documents are stored and linked to the respective records. Favorites tagging facilitate quick access to documents you are currently working on. A fast and accurate document preview let you conveniently browse through electronic files. It is possible to modify documents without manual download and upload. Selected documents can be exported into one collective PDF or in a custom folder structure.

Maximize your productivity of document output! PatOrg is very strong in automatic document as well as invoice generation. Instead of simple RTF files, PatOrg offers to create nicely layouted Word/docx, Outlook/msg files or even emails including encrypted attachments quickly in one step. Complex templates for Microsoft Word, Outlook and PDF documents can be defined with ease only using Word or Outlook and leveraging PatOrg Commands. There is no need to have any previous knowledge of SQL or VBA in this respect. PatOrg is also capable to fill-out Word and PDF forms as e.g. for reporting IDS.

Safeguard mission-critical due date management with PatOrg! Due dates are calculated based on customizable rules. Relative to official terms, reminders can be defined according to internal or individual client’s needs.
PatOrg provides to create, prepone, postpone and cancel terms in accordance with the four-eyes-principle. Users can easily setup individual diaries an add them to the personal dashboard. All kinds of actions with respect to docketing are stored and thus fully traceable.

Fulfil the detailed reporting needs of your clients! PatOrg provides single as well as collective (periodical) invoicing in different currencies with user-defined price lists. Specific invoice building and layouts based on user-defined Word templates enable law firms to create invoices for clients’ specific requirements. Recorded activities and services as well as incoming invoices can be processed into invoice items. For the compilation of invoices there is also a wide range of options and aids available ranging from simple manual to fully automatic.

PatOrg provides to manage State-of-the-art literature including bibliographic data, case assignments and others. Citations included in EP and other search and examination reports in XML format can be extracted to load cited patent documents from Espacenet and prepare IDS records automatically.
PatOrg’s technology for form-filling facilitates the population of official IDS forms. Alternatively, it is possible to generate letters in order to inform a foreign lawyer.

No more Excel! PatOrg enables fair and transparent inventors’ compensations by customizable calculation models in compliance with German Inventors’ Compensation Law. Many financial factors like turnover, revenue, flat sums, income from licenses and estimated sums are at hand to justly calculate inventor’s bonus. The definition of budgets per inventor or invention provides restriction of expenses to certain limits. To ease invention’s management, different inventions can be combined to invention complexes. PatOrg Workflows are sensitive to events such as foreign applications or renewals which allow for automating recalculation if required or the execution of other actions like letter/e-mail generation.

PatOrg deeply integrates the web services of the European and German Patent Register. If office data is available for the respective patent (application), PatOrg is able to complete a new case record or update an existing one. The register data and the documents are attached to the respective case. As a result, bibliographic is moreover available for all kind of processing beyond data entry.
So, legal case status can be easily tracked. Customizable workflows let you correct and update managed case data in one step. PatOrg also provides integrated search, presentation and reporting across Office data and managed case data which facilitates the comparison of bibliographic data and comprehensive analysis.

Annuities can be efficiently managed based on worldwide IP annuity rules. PatOrg supports both in-house renewing and renewing via annuity service provider. The mode of procedure can be set individually for each case and country.
PatOrg follows an open system philosophy and offers customizable workflow-based interfaces to valued IP service companies Clarivate, Dennemeyer, EPAS and PAVIS for implementing continuous electronic processes.
To ask and remind clients electronically, it is also possible to generate interactive PDF forms (without Adobe Acrobat). Filled-out forms can be conveniently imported and read out for further processing.