The firm
Two patent agents and a trademark attorney, with a small support team, manage about 300 live trademark and patent files for startups and manufacturers.
What made the work hard
- Deadlines months apart were tracked in a single spreadsheet.
- Fees were billed only at registration, often a year after the work.
- Clients forgot about applications and were surprised by invoices.
How they set up MSMEPulse
- Chose Patent & Trademark Services at signup, with trademark registration and patent application templates.
- Created a project for every live file, with each stage's deadline worked out from the filing date.
- Staged fees: filing, examination response and registration.
The templates for Patent & Trademark Services in MSMEPulse: Trademark registration, Patent application.
A typical month
Every week the team reviews files with deadlines in the next 60 days. Examination reports trigger the reply task with its deadline. Each stage is invoiced as soon as it's done, and clients receive a short update at the same time. Powers of attorney and logos arrive through the client checklist.
What changes
- Every file's next deadline is visible, with weekly review.
- Staged billing means work is paid for as it's done.
- Clients hear from the practice at each stage, not just at registration.
See it with your own industry
Sign up, choose your industry, and install sample data from Settings. You'll get a realistic business like this one, with projects from your industry's templates, clients, timesheets and invoices, to explore before adding your own records.
