PATENT SOLUTIONS
IDS Management
End-to-end IDS support that helps patent teams identify, prepare, review, manage cross-citation matrices, and file IDSs efficiently.
HOW IT WORKS
From cited reference to filed IDS
The same sequence on every engagement, in your system, to your rules.
- 01
Reference retrieval
Cited references and related-application citations are collected from office records and prior IDS filings.
- 02
Cross-citation review
References are cross-checked across the family so nothing due for disclosure is missed.
- 03
IDS preparation
SB-08 forms and copies are prepared to USPTO requirements.
- 04
Review, file and docket
The package is reviewed, filed and docketed with the related deadlines updated.
What IDS Management does
Managing IDSs can become time-consuming when references are scattered across specifications, attorney instructions, prior filings, and client communications. Identifying, reviewing, and tracking references across multiple sources adds manual work and increases the risk of errors, omissions, and filing delays.
Trexo acts as a pressure release valve for IDS management, providing additional capacity when and where it is needed. We support the IDS lifecycle from reference identification and intake through preparation, review, filing, and reporting, following client-specific instructions and established workflows. Our team tracks references, requests, prepared documents, and filed IDSs, helping patent teams manage IDS requirements accurately and consistently.
Support is available without a subscription or organization-wide commitment. A single attorney, client, or IP team can send Trexo as much or as little IDS work as needed. This provides additional capacity during periods of high workload without adding ongoing costs when that support is no longer needed.
Key capabilities
Reference identification and extraction
Cross-citation matrix management
IDS preparation, tracking, and filing
Client and matter-specific workflows
THE OUTCOME
What IDS Management changes
Greater visibility across the IDS lifecycle
Complete reference traceability
Reduced risk of missed references and unnecessary RCEs
More consistent and timely IDS management and filings
IN THEIR WORDS
“Trexo Global has revolutionized our IP operations department. They go beyond being a service provider and are a true partner to Womble Bond. With Trexo’s help, we’ve been able to streamline IP administrative tasks across the practice group, which has resulted in lower costs, increased capacity, faster turnaround time, and fewer errors. I would urge any IP department which is looking to make their group more efficient to work with Trexo Global.”
Sherri Jarrell, Director of IP Operations
Womble Bond Dickinson (US) LLP
Who it’s for
- IP law firms
- Corporate IP teams
- Paralegal teams
- IP operations teams
- Life sciences companies
COMMONLY ASKED QUESTIONS
About IDS Management
What IDS activities can you handle?
We support the full IDS lifecycle: identifying and extracting references, preparing IDS forms and supporting citation information, tracking requests and filings, and updating cross citation matrices.
Does my entire IP group need to use your IDS service?
No. Our service is flexible and we only charge for as many or few IDSs as we manage, so firms can leverage our support for the entire firm or even a single client.
How do you identify references for an IDS?
References are rarely in one place. They sit across patent specifications, attorney instructions, prior filings, and client communications. We identify and extract potential references from specifications and related materials, verify it has not been cited previously, then prepare the supporting citation information for review.
Can you work with our client-specific IDS instructions?
Yes. We follow client-specific instructions and support client and matter-specific IDS workflows, so the process reflects how each of your clients expects their IDS work to be handled.
How do you track prepared versus filed IDSs?
We maintain clear tracking across references, requests, prepared IDSs, and filed IDSs. That separation is deliberate. It shows what is ready for review and what has actually been filed, without anyone reconstructing it from email.
Can you support IDS portfolios with hundreds of references?
Yes, in fact it is the most complex IDSs which most IP groups entrust to Trexo Global.
MORE PATENT SOLUTIONS
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Ready to talk about your portfolio?
Contact us and we will walk through your process, not a generic script.