PATENT SOLUTIONS
Docketing
Lower docketing overhead, minimize errors, and increase capacity – all with strict compliance with global IP and organization-specific rules.
HOW IT WORKS
From intake to a clean docket
The same sequence on every engagement, in your system, to your rules.
- 01
Intake and verification
Matters and deadlines are captured from your filings, correspondence and IP management system, then verified against the source record.
- 02
Docket entry
Statutory, procedural and client-specific deadlines are entered to your rules, in your system.
- 03
Monitoring and reminders
Upcoming deadlines are flagged ahead of time and portfolio changes are tracked as they happen.
- 04
Escalation
Critical, approaching or at-risk deadlines are escalated to the right person with the action needed.
- 05
Second-eye review and reporting
Every entry gets a second-eye review; IP logic audits and reconciliations keep the docket clean.
What Docketing does
IP Docketing teams must track hundreds or thousands of deadlines across jurisdictions, ensuring every filing, response, and renewal is handled accurately and on time, with perfection being a must-have. Client, attorney, and stakeholder custom requirements only add to the complexity.
Trexo’s docketing solution works within your current IP docketing system and alongside your in-house docketing team. Whether docketing, de-docketing, or reporting for patents or trademarks across the globe, we provide timely and accurate updates, thus improving turnaround time while reducing internal workload, risk, and costs.
Key capabilities
Deadline Management
Track and manage statutory, procedural, and client-specific deadlines for all IP matter types.
IP Docketing System agnostic
Work within existing IP management systems without requiring replacement of current systems.
Workflow Coordination
Coordinate with attorneys, paralegals, clients, and foreign associates to ensure timely execution.
Deadline Escalation
Flag critical, approaching, or at-risk deadlines and initiate appropriate follow-up.
Quality Control
Apply 100% peer review to docket data and processes to identify discrepancies and maintain data integrity.
THE OUTCOME
What Docketing changes
Greater docketing accuracy
Increased team capacity and faster turnaround
Better management of workload peaks and valleys
A flexible approach tailored to each IP department
IN THEIR WORDS
“If any of you are looking for reliable patent related assistance, I would highly recommend Trexo Global. We have been using them for years! They work with IP groups to help them streamline a variety of prosecution-related tasks. If your firm is under pressure to reduce the time, complexity, and cost of your docketing & paralegal teams’ responsibilities, I’m confident you’d find value in a quick meeting.”
Elisa Wetteland, Director of Admin Operations
Bozicevic, Field & Francis LLP
Who it’s for
- IP law firms
- Corporate IP teams
- Docketing teams
- IP operations teams
COMMONLY ASKED QUESTIONS
About Docketing
Are you IPMS agnostic?
Yes, Trexo’s docketing solution works in all IPMS products.
Does your docketing solution adapt to our policies and procedures?
Yes, we do not force “the Trexo way” upon our clients. Our docketing solution ensures it is configured to meet your organization’s specific workflows and processes.
Can you provide best practice recommendations on our docketing operation?
Yes. We have exposure to hundreds of IP docketing groups and can provide clients with recommendations on how to make their docketing operation more efficient.
Can Trexo scale as our IP portfolio grows?
Yes, our docketing solution is flexible and scalable. Many IP groups turn to Trexo when their existing headcount and processes have outgrown their IP portfolio.
Do you handle docketing for both patents and trademarks?
Yes, we can handle docketing for both patents and trademarks.
Which jurisdictions can you handle for patents and trademarks docketing?
We can handle patents and trademarks docketing of all jurisdictions.
MORE PATENT SOLUTIONS
Related services
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Data Verification
Ensure accurate and reliable IP data through systematic validation against authoritative records.
- View
Intake Support
Accelerate IP matter onboarding with structured intake, data validation, and high accuracy.
- View
Patent Annuity Payments
Keep your IP assets in force in every jurisdiction, every year.
- View
Recordals & Assignments
Maintain and update global IP ownership and name change records accurately and efficiently.
Ready to talk about your portfolio?
Contact us and we will walk through your process, not a generic script.