FlexTrac’s Preference Rules Tab, includes hundreds of task types for U.S. Patent & Trademark Law, and PCT Law through national phase entry. Each task’s rules use triggering events to automatically create docketing items and additional settings to automatically calculate the due date. Foreign matters can easily be docketed manually.Once in the system the foreign rules will auto generate.

Create custom task rules using our Reminder Rules tab. Automatically handle foreign patent law, internal reminders, client reminders, or anything else you may want to add. Manually add custom tasks to matters automatically generate them from one or more triggering events.

FlexTrac’s modules, store information for all IP related matters, including patents, trademarks, copyrights, licensing, and trade secrets. Utilize the General tab, for managing information specific to your business and litigation.

FlexTrac’s Time Tracking and Billing module is a full featured billing and invoicing system built specifically for Intellectual Property professionals. Law firms can track their time, easily invoice their clients and record payments. No more transferring data to or from other systems or having to work with different products with different interfaces.

FlexTrac’s FREE Outlook integration, allows for our customers to automatically or manually pull all of their reminders straight to their Outlook calendar. Also serves as a second docket for reminders. (Cloud users must put their Outlook on the cloud).

Use FlexTrac’s Prior Art module to manage prior art references across complex matter families, site references and generate accurately populate Information Disclosure Statements in seconds for uploading to the USPTO.

FlexTrac’s powerful filtering easily creates reports and spreadsheets of select data. Create and keep custom reports or spreadsheets for future use.

Save time and improve accuracy by utilizing FlexTrac's 450 up-to-date forms and letters. Easily populate dozens of Official USPTO forms, including the Application Data Sheet and IDS. Create custom form letters and emails populated with information from your Flextrac database.

Control user access to your account with fine-grained permission for each user, specify which modules can be accessed and if they can add, change or delete records in that module. Restrict users to their own information in the system, such as their own assigned matters, billing items and docketing tasks.

FlexTrac’s comprehensive sync tool will automatically pull in data from your Private Pair account and TSDR. This feature essentially removes the need to manually log into Private Pair to retrieve data after receiving office actions associated with US patents, or general information. This feature does NOT update your database for you. It is your responsibility to “accept, reject or permanently reject” all changes. WE DO NOT SYNC WITH FOREIGN OFFICES.

Easily schedule emails to be sent, every 30,60 or 90 days.Scheduled on the 1st or the 15th of each month, or both.

FlexTrac’s Team will ASSIST in the migration of your database into our CTS system from any other system. We provide a Template for your data to be populated. Our tech team will walk you through every step.

All users have full access to FlexTrac’s outstanding USA based customer support. 9-5 CST excluding major holidays. Schedule 1-on-1 assistance with our support staff. Utilize our Client Care Center, for 24/7 downloadable manuals and training videos.

FlexTrac’s web Access allows for your client to log in and access up-to-date information regarding their IP Matters. Publish real time case information.

Chat and exchange drawings and additional information through CTS, via our online Inventor portal.

Data entry, case tracking, report generation, letter generation, docketing and paralegal work.

Virtual Receptionist. Around the clock staffing for your needs.

We will host your database for you! 7-day sequential backups and maintenance.

FlexTrac Solution, Office 2016, Remote Users, Custom Program Installation, Web access, adobe PRO and 7-day sequential backups and maintenance.