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Modernize Your Practice with Intellectual Property Management Software for Attorneys

Safeguard your clients’ innovations with an all-in-one intellectual property (IP) law solution. Connect every part of your patent, trademark, and IP litigation matters in one place so you never miss a deadline or detail.

Simplify complex IP case management across patents, trademarks, and disputes
Free up time to focus on clients’ innovations, not administrative tasks
Break down information silos that result from disparate practice management and accounting systems

Request a free trial

88% of law firms believe it’s important to their clients that their firm leverages technology.

The Wolters Kluwer Future Ready Lawyer

One Platform for Patent Prosecution, Trademark Management & IP Litigation

Why juggle separate tools for docketing, billing, and document management? CARET Legal’s intellectual property law software consolidates it all into one intuitive platform. Eliminate the need for standalone patent docketing software, billing systems, and task trackers that don’t integrate. By streamlining and automating daily workflows, our platform reduces overhead and boosts productivity. With a single system built for intellectual property law firms, you can focus on advising clients and protecting their innovations—not managing disconnected software.

Never Miss a Deadline

Missed IP deadlines mean lost intellectual property rights, unhappy clients, and malpractice risks. Patent filings, Office Action responses, trademark renewals – the schedule can become overwhelming. CARET Legal’s calendaring and task workflows act as your built-in safety net, ensuring nothing slips through the cracks. Use pre-defined templates to ensure your firm is reminded of all needed events and tasks, and your team provides a consistent experience to clients.

Task Management Keeps Tectonic Law Firm on Track

When Pembrook and Stitt founded Tectonic, they engaged a free trial of CARET Legal and ran operations with it and an integrated payment processor. The partners continued with CARET Legal but replaced the payment processor with CARET’s own integrated payments product. As a startup law firm, Tectonic brought little data to CARET but plenty of practical experience. All at once, CARET Legal gave Tectonic a fresh and refreshing start.

Streamline Your IP Operations with CARET Analytics

Whether you’re managing patents, trademarks, or copyrights, CARET Analytics helps you track firm performance, streamline operations, and make data-driven decisions with confidence.

Identify revenue opportunities
Monitor attorney productivity and firm health
Optimize resource planning

See all that CARET Analytics can do for your firm.

Key Features for Intellectual Property Practice

Inside CARET Legal, each of these practice management features can be customized to fit the processes of a typical intellectual property firm.

IP Docketing & Legal Calendaring

Rules-based calendaring automatically calculates deadlines based on federal court regulations and places them on your calendar with customizable reminders, eliminating manual calculation and monitoring and reducing the risk of missed deadlines.

*LawToolBox subscription required

Task Management & Workflows

Customizable task checklists store all your firm’s standard operating procedures (from patent application steps to litigation prep) in one place. This ensures every team member follows the proper steps and nothing falls through the cracks during a case’s lifecycle.

Document Management

Save and organize all case documents – from invention disclosures and patent drawings to cease-and-desist letters – in a single, searchable library. With CARET’s native editing and versioning, you can edit files and automatically save back to the matter, eliminating the need to hunt through email attachments or external drives.

Through AI-enabled Quick Summary, you can easily grasp the main points, critical insights, and key takeaways from your matter-related documents, saving you time and effort.

Frequently Asked Questions About IP Law Firm Software

What is intellectual property management software?

Intellectual property law software is specifically designed to streamline the operations of your IP firm. It should include automated workflow features, such as custom templates that expedite the case intake process, for attorneys handling cases such as patent infringements, trademark disputes, copyright issues, trade secret violations, and others.

What does IP law firm software do?

Intellectual property law software, integrated into a comprehensive legal practice management system, streamlines your firm’s operations from client intake to resolution of disputes. IP law firm software manages case details, enables remote communication, automates repetitive tasks like drafting patent applications, and handles the creation and storage of crucial intellectual property documents. It promotes team collaboration and provides automated features for time-tracking, invoicing, and accounting, ensuring efficient and accurate financial management.

Why is IP law management software important?

As an intellectual property attorney, you’re frequently handling complex cases involving patent infringements, trademark disputes, copyright issues, and trade secret violations. CARET Legal’s IP law software streamlines firm management across various areas, allowing you more time to effectively advocate for your clients dealing with IP-related issues.

Is CARET Legal made especially for IP attorneys?

Yes – CARET Legal is a powerful choice as intellectual property law software for your firm. It’s purpose-built to support IP attorneys with features like docketing, IP-specific calendaring, document management, and matter-centric workflows. And because many IP firms also handle additional case types, CARET Legal offers the flexibility to manage matters across a wide range of practice areas, including:

Litigation
Estate Planning
Employment Law
Family Law
Personal Injury
Immigration Law
Criminal Law
Insurance Defense
Real Estate Law

How to Provide Better, More Comprehensive IP Protection for Clients

Explore tools and actionable tips for strengthening intellectual property protection.

Are You Using IP-Specific Document Templates?

Learn how using templates designed specifically for IP firms can reduce errors, maintain consistency, and comply with the exacting requirements of IP filings.

Legal Docketing Software or Practice Management System?

Understand the key differences between legal docketing software and practice management software to make informed decisions that cater to your IP firm’s needs.