CPI Trademark Management System is a premier cloud-based solution for managing trademark portfolios with precision and efficiency. Designed for legal teams, trademark agents, and business units, the system automates critical tasks such as docketing, deadline tracking, data validation, and document management. It integrates directly with trademark office databases to ensure real-time updates and accurate records, while supporting unlimited users with customizable permissions. This mobile-responsive platform streamlines workflows, enhances collaboration, and reduces administrative overhead, making it ideal for organizations managing complex trademark portfolios across jurisdictions.

Features

• Seamless Trademark Office Data Integration:
  • Direct automation of trademark office data delivery.
  • Automatic comparison of user-entered data with official records.
  • Electronic updates fill in missing IP data using verified sources.
  • Simultaneous transfer of data and images to administrators and attorneys.
• Automatic Deadline Calculation:
  • Jurisdiction-specific prosecution deadlines calculated automatically.
  • Configurable reminders and alerts.
  • Real-time access via CPI Quick Docket from any device.
• Trademark Search Request System:
  • Decision Management tool with user-configurable questionnaires.
  • Automated workflows for search tracking and submission.
• Trademark Renewal Management:
  • Centralized renewal tracking and reminders.
  • Login access for decision-makers via Trademark Renewal Portal.
  • Batch processing of renewal actions.
• Comprehensive Searching & Reporting:
  • Search by any field or combination of fields.
  • Export logos/images and data to Excel.
  • Custom report design and scheduling (daily, weekly, monthly).
• Electronic Workflow & Document Management:
  • Automated task/event setup and transfer.
  • Upload and organize documents, emails, and images.
  • Quick Email and Letter Generation modules for correspondence.
• Data Import & Export Functions:
  • Trademark Portfolio Onboarding module for bulk uploads.
  • Automatic cross-checking with trademark office data.
  • Export to Excel or access via built-in API.

Benefits

• Efficiency: Reduces manual data entry and improves accuracy with automated updates and workflows.
• Compliance: Ensures timely prosecution and renewal actions with jurisdiction-specific deadline tracking.
• Collaboration: Supports secure access for internal and external stakeholders with customizable permissions.
• Scalability: Handles portfolios of any size with robust import/export and reporting capabilities.
• Transparency: Provides full visibility into trademark data, deadlines, and communications.
• Support: Includes unlimited training and expert assistance at no extra cost.