Managed Docketing

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Corporations and law firms outsource payroll and human resources to reduce costs and increase efficiency. Lately, they have realized that the same benefits apply to outsourcing their docketing services.

Whether you continue to use your current docket software, or you choose to move to a new, fully featured docket solution like Cardinal’s IP Project Control, outsourcing your docket management deserves strong consideration. Our highly skilled and well-trained professionals provide complete service continuity. No more hiring, training and retraining employees. No more paying for sick days, vacation days, and the coverage needed for those. Outsourcing your docket management frees your paralegals to focus on more important work, not busywork.

Assets Managed
  • Patents
  • Trademarks
  • Copyrights
  • Trade Secrets
  • Domain Names
  • Invention Disclosures

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Managed Docketing Video
Our Docketing Solution Incorporates

People
  • Experienced Paralegals
  • Dedicated team
  • Responsive and accountable
  • 100% U.S. based
Best Practices
  • Eliminate risk of missed deadlines
  • Increase quality of communications
  • Receive customized reminders
  • Optimize internal productivity
Technology
  • Cloud-based software
  • Robust data security and backup
  • Fast onboarding, minimal practice disruption
  • Utilize Cardinal or third party software
Managed Docketing Video
 

Docketing Paralegal Services


Cardinal paralegals manage your docket with precision, adhering to strict due dates, and upholding premier docketing standards. Cardinal paralegals manage hundreds of thousands of matters for clients large and small. Well-versed in both patent and trademark procedures, our staff is trained to accurately and efficiently manage your intellectual property matters through well-documented, best-practice processes.
All Cardinal paralegals are based in the United States. Because we do not outsource our paralegal services, Cardinal is able to maintain the highest standards of confidentially and security. Visit our Paralegal Services page for a full listing and description of all Paralegal Services offered.
 

Docket Consulting


IP Workflow Consulting & Strategy
Cardinal’s professionals will work with your team to identify the current processes, roles and responsibilities within your organization. From this baseline, and working with our proprietary best-practices documentation, we will provide the recommendations and training necessary to streamline your processes.
Data Audit & Cleansing
Some clients that switch to Cardinal managed docketing have clean and accurate docketing data. Other client’s data needs work. Our paralegals have a series of audits that are run during the onboarding process that help improve the accuracy and completeness of your docketing records. These audits include identifying and completing missing bibliographic data, confirming matter status against public data, and standardizing action types, codes and statuses to improve reporting.
 

IP Project Control


IP Project Control is a cloud-based docketing platform designed for full life-cycle intellectual property asset management. Clients with portfolio sizes ranging from tens of matters to tens of thousands of matters use

IP Project Control to track a wide variety of matters, including:
  • Patents
  • Trademarks
  • Invention Disclosures
  • Domain Names
  • General Matters

Users can monitor case statuses, track due dates, and view full electronic tri-fold records in a single central repository. This affords users ready access to critical docket information.

Project Startup & Management
Cardinal provides a smooth transition process to a fully-managed docketing solution. Based on our significant experience transitioning clients, our staff will work with you to develop a comprehensive project plan leading to service launch. We will coordinate the efforts of your attorneys, paralegals and IT staff, the USPTO, and other involved parties.

Legacy Conversion
Legacy system conversion requires a working knowledge of both old and new systems. Cardinal’s team has a proven track record of successful migrations.
Software FeaturesSoftware Features
IP Project Control delivers everything you would expect from an enterprise docketing solution as well as some additional features available exclusively through our platform.

Features include:
  • Flexible Reporting
  • Variable Permissions
  • Secure Authentication Options
  • Annuity Service Integration
  • Search Report Integration
 

Invention Disclosure Management


Cardinal offers an invention disclosure management system called IDEAS (Invention Disclosure Evaluation & Analysis System). IDEAS can be used as an integrated part of IP Project Control or as a standalone software solution.

IDEAS provides a simple online interface for your inventor community to submit disclosures. The intuitive design makes invention submission easy, and provides your inventors with information about where the disclosure is in the review or patenting process.

IDEAS helps your intellectual property team quickly move disclosures through the evaluation process by centralizing and facilitating:
  • Disclosure Resubmission Requests
  • Committee Review
  • Disclosure Combination
  • Patentability Searches & Results
  • Defensive Publications
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IDEAS Video


IDEAS
Invalidity Search Options
  • Basic Validity

    U.S. & Worldwide Patents + Patent Publications & Non-Patent

    Includes

    • Independent Claims Only (Single Inventive Concept)
    • Essential NPL Searching
    • Claim Mapping / Analysis Available
    • 5-7 Business Days
    Quote
  • Standard Validity

    U.S. & Worldwide Patents + Patent Publications & Non-Patent

    Includes

    • Independent Claims Only (Single Inventive Concept)
    • Essential NPL Searching
    • Claim Mapping / Analysis Available
    • 5-7 Business Days
    Quote
  • Premium Validity

    U.S. & Worldwide Patents + Patent Publications & Non-Patent

    Includes

    • Independent Claims Only (Single Inventive Concept)
    • Essential NPL Searching
    • Claim Mapping / Analysis Available
    • 5-7 Business Days
    Quote
  • Redbird Validity

    U.S. & Worldwide Patents + Patent Publications & Non-Patent

    Includes

    • Independent Claims Only (Single Inventive Concept)
    • Essential NPL Searching
    • Claim Mapping / Analysis Available
    • 5-7 Business Days
    Quote