PATENT SOLUTIONS · INTAKE SUPPORT
Patent Intake Support
Accelerate patent portfolio onboarding with structured process and high accuracy.
HOW IT WORKS
From received files to complete matters
The same sequence on every engagement, in your system, to your rules.
- 01
Receive and validate
Incoming portfolios, laterals and new matters are checked for missing or inconsistent data before anything is created.
- 02
Matter creation
Matters are created in your IP management system to your templates and naming conventions.
- 03
Deadline and document load
Deadlines, documents and correspondence are attached so each matter is complete on day one.
- 04
Quality check and handover
A second reviewer checks the intake against the source before the portfolio is handed to your team.
What Intake Support does
IP matter intake can consume significant administrative time, delay portfolio visibility and billable work, and increase the risk of incomplete or inaccurate data. As intake volumes grow, repetitive onboarding tasks can also pull paralegals away from higher-value prosecution work.
Trexo’s intake support can create IP matters in your docketing system, organize records in a structured manner, verify data, and prepare the required POA and 3.73 forms to complete the intake process. This accelerates portfolio onboarding and ensures accurate data in your IPMS while allowing your team to focus on prosecution work.
Key capabilities
Bulk matter creation in your IPMS
POA and 3.73 form preparation and filing
IP data verification
IPMS field mapping
Legacy system migration
THE OUTCOME
What Intake Support changes
Faster matter creation
Greater intake data accuracy
Reduced administrative workload
Fewer filing errors and delays
IN THEIR WORDS
“Adler Pollock has been pleased to partner with Trexo Global. Their top-notch team has helped reduce risk in our Intellectual Property department while increasing the scalability of our IP practice. The team at Trexo is highly responsive, professional, and they know IP administration inside out. They’ve been a lifesaver to our firm.”
Dan Holmander, Shareholder
Adler Pollock & Sheehan P.C.
Who it’s for
- IP law firms
- Corporate IP teams
- Paralegal teams
- Docketing teams
- IP operations teams
- Portfolio management teams
- Licensing and business development teams
COMMONLY ASKED QUESTIONS
About Intake Support
What does patent intake support cover?
Our approach is customized for each project but can include matter creation in your IPMS, verifying IP data, as well as creating and/or filing of POA and 3.73 statements.
Can you handle a large portfolio migration?
Yes, in fact large intakes are when IP teams most often turn to Trexo. Large intakes typically overwhelm in-house paralegal and docketing teams; Trexo can take over these tasks so your team can focus on their primary duties.
Which IP management systems do you support?
We work in the IPMS you already use, mapping data to its fields and following your matter conventions rather than asking you to change systems.
How does POA and 3.73 generation work?
Trexo’s team can prepare hundreds or thousands of POA and 3.73 forms and send to your team for filing. If you prefer, we can also file them on your behalf.
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.