Team and client management for IP practices

Coordinate multi-user trademark work with task assignment, role-based access, and client-ready reporting.

Team and client management helps IP practices assign clearance, drafting, and hearing preparation work across partners, associates, paralegals, and external collaborators. Role-based permissions, audit-friendly task tracking, and exportable client reports keep ownership clear without replacing professional judgment.

Collaboration

Team and client organisation

Coordinate trademark work across roles, clients, and reporting from a shared workspace.

Work allocation

Task delegation and tracking

Assign clearance tasks, response drafting, and hearing prep with built-in audit logs.

Access and team structure

Role-based access controls

Configure permissions for partners, senior associates, paralegals, and external clients.

Visibility and accountability

Client-ready reporting

Export customized reports formatted for client decision-making.

Billing handoff

Connect team activity to IP billing and invoicing workflows where enabled.