PLATFORM
IDS Manager
Automate the IDS lifecycle from reference retrieval to USPTO-ready filing outputs.
Preparing and managing IDSs is often cited as one of the most challenging tasks in IP prosecution. They require IP professionals to work across multiple systems, manually retrieve and validate references, prepare USPTO forms, and ensure submission-ready documents. These repetitive activities consume valuable attorney and paralegal time while increasing the likelihood of errors and delays.
What IDS Manager does
Trexo's IDS technology brings key stages of the IDS process onto a single platform. It automates reference management, document retrieval, SB08 preparation, citation extraction, and compliance-focused document processing. The result is less manual effort, lower costs, and faster, more accurate IDS preparation.
HOW IT WORKS
From cited reference to filed IDS
IDS Manager in four moves, inside the systems you already run.
- 01
Retrieve references
Bulk patent references and metadata are downloaded.
- 02
Extract and count
Patent and non-patent references are extracted and summarised across the family.
- 03
Generate the SB-08
A USPTO-compliant, ready-to-file form is produced.
- 04
Review and file
The package is checked and filed, with the docket updated.
Key capabilities
SB-08 Generator for USPTO-compliant, ready-to-file forms
Reference Downloader for bulk patent references and metadata
Reference Extractor for patent references and non-patent literature
Embedded-font removal and Form 1449/892 retrieval
Reference Count for quick reference summaries across applications
KEY ADVANTAGES
What IDS Manager changes
Bulk IDS processing
Greater IDS accuracy
Faster IDS preparation
More consistent IDS workflows
Who it’s for
- IP law firms
- Corporate IP teams
- Paralegal teams
- IP operations teams
- Life sciences companies
COMMONLY ASKED QUESTIONS
About IDS Manager
What is the IDS Suite?
Trexo's IDS Suite automates key activities across the Information Disclosure Statement lifecycle.
What activities can the IDS Suite automate?
It supports SB-08 generation, reference downloading, retrieval of 1449 and 892 forms, embedded-font removal, reference extraction, and reference counting.
Does the IDS Suite support bulk processing?
Yes. The IDS suite can process up to 100 applications or references in a single request.
What does the SB-08 Generator need as input?
All you need is an application number and a list of references. From there it populates bibliographic information, organizes references into the appropriate sections, applies numbering, and produces ready-to-file PDF forms.
Can the IDS Suite find references inside documents?
Yes. The Reference Extractor scans uploaded documents to identify patent references and non-patent literature, highlights them in place, and delivers a bookmarked PDF that indexes every citation found.
Talk to us about IDS Manager
Tell us how your team works today and a specialist will come back to you within one business day.
MORE OF THE PLATFORM
Explore the other modules
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Bespoke Solutions
IP software customized specifically for your IP group to automate workflows, business rules, and operational challenges.
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Task Manager
Your IP service workspace, keeping every request and final package clearly in view.
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Docket Intake
Automate IP matter intake with validation, bulk processing, and faster matter creation.
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Document Management
Organize every IP document around its matter, lifecycle, and workflow.
Ready to see it on your portfolio?
Contact us and we will walk through your workflow, not a generic script.