Run your trademark practice without missing a deadline.
A guarded case pipeline, a statutory-deadline engine, a blocking document checklist and a client portal — built for IP firms that cannot afford an administrative error.
The problem
A single missed statutory window — a late renewal, an unanswered opposition, a lapsed power of attorney — can forfeit a client’s trademark rights. Spreadsheets and calendar reminders have no enforcement: nothing stops a filing from proceeding with missing documents, and deadline math is done by hand. Generic CRMs track tasks but understand nothing about statutory clocks, guarded procedural stages, or IP-specific billing milestones.
The solution
A visual kanban pipeline with plain-language stage guidance moves every matter through filing, examination, opposition and renewal in the right order, with a hard document gate before filing. Statutory clocks calculate themselves from jurisdiction rules, deadlines and hearings stay visible on every record, and a client portal lets customers follow their own matters — so the firm manages a growing caseload by exception, not by memory.
Everything an IP docket needs
Every capability below is implemented in the module.
Guarded stage pipeline
A visual kanban moves each matter through filing, examination, publication, opposition and renewal with plain-language guidance at every stage — so staff without a law degree know exactly what happens next.
Statutory deadline engine
Computes examination, opposition, counterstatement, renewal and appeal deadlines from the triggering event per jurisdiction, with escalation reminders when a step stalls.
Blocking document checklist
Auto-generates the documents a matter needs and shows clearly what is outstanding, blocking the filing stage until everything is verified.
Power-of-attorney register
Tracks POA validity per client and carries a valid POA forward to new matters, so the firm never re-requests one or files on a lapsed authorization.
Hearing scheduling
Schedules opposition and appeal hearings against each matter and reminds the responsible staff, so contested-matter appearances are never missed.
Milestone-based billing
Generates quotation lines when a defined case milestone is reached, with discount-approval routing on the sale order so firm pricing policy is enforced automatically.
Client-facing portal
Lets clients review quotations, upload required documents and track matter and deadline status themselves, cutting the staff back-and-forth that slows filings.
Deadline & pipeline reporting
Surfaces upcoming and at-risk deadlines, caseload distribution by stage, and matter profitability by client and jurisdiction.
Multi-jurisdiction configuration
Ships configurable jurisdiction templates with their own statutory periods, plus a bulk recompute wizard to re-run every open matter when a registry changes its rules.
How it works
Configure jurisdictions
Set each jurisdiction’s statutory periods, required document types and matter stages once.
Open a matter
Capture the filing and track it on the kanban through examination, opposition and renewal with a blocking document gate.
Track deadlines & hearings
Statutory clocks, escalation reminders and hearing dates stay visible on every matter.
Bill & share with the client
Milestones generate quotation lines, and clients follow progress and upload documents through the portal.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Jurisdictions are configuration records: each one defines its own examination, opposition, counterstatement, renewal and POA periods, so you can add a jurisdiction and its statutory rules without any code changes.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Trademark & IP Practice Management
A guarded case pipeline with a statutory deadline engine, blocking document checklist and power-of-attorney register — plus hearings, milestone billing and a client portal.
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