WHY IPDaS?

Vision

DATA ACCURACY

Complete, Consistent, Dependable

IPDAS keeps your data accurate, uniform, and easy to manage, reducing errors and improving confidence across all cases.

  • Automated Imports: Pull data from docketing systems and USPTO/EPO websites without retyping.
  • Single Source of Truth: Enter names, addresses, and entity information once; IPDAS maintains one record per person or entity.
  • Error Prevention: Pick-lists, duplicate checks, and validation tools reduce double entries and catch missing or incorrect data.
  • Consistency Across Teams: Standardized information ensures everyone is working with the same accurate data.

INTEGRATIONS

Data and Documents at Your Fingertips

IPDAS connects with the systems your firm already uses, keeping data consistent, accurate, and instantly accessible.

  • Custom Docketing Integration: Tailored connections ensure case data flows accurately into IPDAS.
  • Global IP System Connectivity: Import data, documents, and citations directly from USPTO and EPO.
  • Document Management Integration: Automatically profile and save documents from multiple sources, including emails, e-Office Actions, and Patent Center downloads.
  • Centralized Access: Data and documents remain linked and always organized for your team.
Vision
Vision

PRODUCTIVITY

More Work Done, Faster

IPDAS automates repetitive tasks so your team can focus on high-value work while streamlining filings, forms, and bulk data management.

  • Automated Patent Center Uploads: Handle PTO naming conventions, PDF formatting, and submissions with no manual effort.
  • Bulk Form Generation: Produce PTO forms individually or in bulk and profile them automatically into your DMS.
  • Efficient Data Imports and Downloads: Bulk import from Patent Center and Espacenet, and bulk download from USPTO e-Office Action, Patent Center, Espacenet, and more.
  • Document Management Made Simple: Bulk-save emails, Windows drive files, and DMS documents, all automatically organized and linked to the right cases.

SMART AUTOMATION

Do more in less time, without sacrificing quality.

IPDAS prepares, uploads, and profiles documents automatically, keeping your workflow efficient, accurate, and fully in sync.

  • Prepare PTO, PCT, and EPO forms, client letters, and emails — individually or in bulk.
  • Upload documents directly to Patent Center for all filing types, including large IDSs.
  • Generate and auto-profile documents straight into your Document Management System (DMS).
  • Use Tree View to visualize priority and subject-matter relationships across cases.
  • Automate notifications for IPDAS-detected events.
  • Avoid common errors from reusing old documents with built-in validation and auto-saving.
  • E-Office Action automatically downloads into your document management and reports will be ready for you when you log into work in the morning.
Vision
Vision

Customizable

Designed To Support Your Team

  • Configure steps, templates, and processes to match how your team operates.
  • Flexible Template Control: Create and adjust forms, letters, and emails to align with firm-specific formatting and language.
  • Role-Based Settings: Set permissions, defaults, and options based on user roles or team needs.
  • Configurable Data Rules: Define naming conventions, validation requirements, and field behaviors that reflect your firm’s standards.
  • Adjustable Views & Layouts: Organize files, tree views, and workspaces to support how your team prefers to work.

WhAt Our Clients SAy