PATENT SOLUTIONS · PARALEGAL & FORMALITIES
Patent Paralegal & Formalities
Streamline patent prosecution support, filings, formalities, and other requirements with accurate, organized, and timely execution.
HOW IT WORKS
From instruction to filed document
The same sequence on every engagement, in your system, to your rules.
- 01
Instruction
Attorney instructions and office correspondence are logged and turned into a checklist of formalities.
- 02
Preparation
Filings, declarations, assignments and forms are prepared from matter data to current office requirements.
- 03
Review
Every document is checked by a second paralegal before it goes to the attorney for signature.
- 04
File and report
Documents are filed, receipts are docketed and the matter record is updated.
What Paralegal & Formalities does
Patent prosecution involves a steady stream of filing formalities, document preparation, USPTO requirements, and follow-up activities. Managing these recurring tasks across a growing portfolio can consume significant paralegal and attorney time while increasing the risk of errors, missed requirements, and filing delays.
Trexo acts as a pressure release valve for IP teams, providing additional capacity when and where it is needed. We manage patent prosecution tasks from intake through filing and reporting, working within established procedures and workflows. Services can include IDS management, Office Action shell creation, Notice of Allowance review, client reporting letter generation, and complete application package preparation. Our team prepares documents, coordinates required activities, tracks status, and follows up on outstanding items.
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 work as needed. This gives teams additional capacity during periods of high workload without adding ongoing costs when that extra support is no longer needed.
Key capabilities
Application filing preparation and coordination
USPTO and PCT filing formalities
Office Action shell preparation
Signature and filing requirement tracking
Post-filing documentation and coordination
THE OUTCOME
What Paralegal & Formalities changes
Increased paralegal team scalability
Reduced administrative burden
Faster IP filing turnaround
Reduced risk of filing errors and delays
IN THEIR WORDS
“I’ve been so fortunate to work with Trexo Global. Their team have allowed our IP department to increase capacity, and have also taken over tedious tasks for me so I can focus on higher value work and serving our clients. If you’re interested in learning more about an amazing IP company, contact me, Christopher Burger, or Bikram Sethi.”
Lisa Dawn Gentry, IP Paralegal Manager
Dana-Farber Cancer Institute
Who it’s for
- IP law firms
- Corporate prosecution teams
- Paralegal teams
- IP operations teams
- Life sciences companies
COMMONLY ASKED QUESTIONS
About Paralegal & Formalities
How do you manage patent formalities?
We manage the preparation and coordination of patent prosecution formalities from intake through filing and reporting. Our team works within your established procedures to prepare accurate documents, track status, and follow up on outstanding items, so each matter stays filing-ready.
Which patent documents can you prepare and track?
We can prepare any PTO documents, including ADS, declarations, powers of attorney, and assignments, along with the filing packages and post-filing documentation that go with them.
Can you follow our existing docketing and filing procedures?
Yes. We work within your established procedures rather than asking you to adopt ours. Just as you would ask your internal paralegals to adhere to your firm and client’s specific processes, Trexo does the same.
Do you support USPTO and PCT matters?
Yes. USPTO and PCT filing formalities are both supported, including preparation and coordination of the documents each requires.
How do you track missing signatures or documents?
Signatures, outstanding documents, and filing requirements are tracked at matter level. Anything still open stays visible in the status reporting, so ownership of each outstanding formality is clear rather than sitting unresolved between teams.
What tasks can you take off my plate?
Nearly anything! We can manage IDSs, Office Action shell creation, Notice of Allowance review, client reporting letter generation, and complete application package preparation for as many or few cases as you’d like to offload.
MORE PATENT SOLUTIONS
Related services
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IDS Management
Manage IDS preparation and filing efficiently, from reference identification and preparation through review and cross-citation management.
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Improve patent and publication accuracy while identifying potential patent term adjustment issues.
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Foreign Filing
Manage patent foreign filings across 150+ jurisdictions with transparent fees and coordinated local agent execution.
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Docketing
Increase docketing capacity and turnaround time while reducing risk and operational costs.
Ready to talk about your portfolio?
Contact us and we will walk through your process, not a generic script.