CPI General Matters System is a robust, cloud-based platform designed to manage a wide range of legal matters—including agreements, licenses, oppositions, litigation, copyrights, and domain names. It integrates seamlessly with CPI’s Patent and Trademark Management Software, enabling users to link related records and streamline workflows across all IP and legal operations. With automated workflows, configurable fields, and dynamic reporting, the system reduces manual tasks, improves deadline accuracy, and enhances collaboration across legal and IP teams.

Features

• Flexible Matter Management:
  • Tracks various legal matter types (e.g., agreements, licenses, oppositions, litigation, copyrights, domain names).
  • Configurable workflows tailored to organizational needs.
  • Intuitive interface for efficient and accurate data entry.
• Integrated IP Management:
  • Seamless integration with CPI Patent and Trademark Management Software.
  • Link and update related records across CPI modules.
  • Unified reporting across all CPI systems.
• Accurate Deadline Maintenance:
  • Unlimited due dates per matter.
  • Rule-based actions for automated task transfers and notifications.
  • Automatic docketing and docket reports for prosecution deadlines.
• Collaborative Document Management:
  • Built-in email functionality with automatic correspondence saving.
  • Centralized storage for emails, PDFs, Word documents, and images.
  • Customizable folders and subfolders for organized document access.
• Dynamic Searching & Reporting:
  • Search across all fields or combinations of fields.
  • Flexible report generation with sorting and filtering options.
  • Schedule automated reports and export data for decision-making.

Benefits

• Efficiency: Reduces manual workload with automation and centralized data access.
• Accuracy: Ensures deadlines are met with rule-based tracking and alerts.
• Integration: Links seamlessly with CPI’s IP management tools for unified operations.
• Collaboration: Enhances team coordination with shared access and document tracking.
• Scalability: Adapts to organizations of all sizes and legal complexities.
• Visibility: Provides comprehensive reporting and real-time portfolio insights.