In the past we used traditional docketing programs that are not only very expensive but are created with law firms in mind. They are not geared for companies who use outside counsel to prosecute their IP but who still wishes to keep up with their portfolio from a business /in-house counsel perspective.
When we learned about IPFolio, we were excited to finally be able to increase our functionality and decrease our cost by switching. We still had our reservations about migrating from one system to another. Anyone who has gone through this knows what a nightmare it can be but surprisingly even the data transfer was painless and the transition smooth.
With IPfolio we are able to run sophisticated reports with a simple click and drag. We use it to help us conduct portfolio meetings, follow product development, keep sight of our domestic and foreign filings, track our IP expenses and manage IP contracts. The system is very flexible and can be modified to suit your specific needs without requiring you to pay extra for each and every change. This was a frustrating reality we had to deal with when using a docketing program.
We have had the pleasure of working with Kevin Nugent throughout this whole process. He has truly made a all the difference and has exceeded our expectations. He is remarkably prompt when responding to our inquires, he is intuitive and is able to quickly come up with solutions to most of our queries. Kevin has a can do attitude and is always very pleasant. He has made us realize that IPFolio can do a lot of the same things our old system did but much much more. We do not know where he finds the time to do it all but he does his job at an extremely high level. We cannot tell you enough how thrilled we are to have such exceptional support team member.
I know it may be scary but take the plunge!