Matters Management

Collaborate, review & process IP-related matters.

Matters Management delivers a flexible environment to submit, review, approve/reject IP-related matters prior to initiating Docket Management or Portfolio Management activities. This gives organizations a flexible screening process and maintains the integrity of the IP portfolio.

Some examples include:

Invention disclosures
Trademark proposals
Licensing requests
Litigation initiation

While these are typical matters, workflow can be configured to handle any number matter types with routing to appropriate panel groups.

Matters Management Interface

Above, the Matters Management approval screen shows an IP disclosure in process prior to passing it through to docket management for prosecution.