Name: Patricia Overview
Uploaded: 2020-02-27T06:11:56.000Z
Duration: 12 min
Description: Patricia Overview

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

Development

Business Intelligence (BI)

Collaboration

Enterprise Feedback Management

Interactive Voice Response (IVR)

Manufacturing Execution

Payment Facilitation

Supply Chain Management

Enterprise

Accounting

CTRM

Corporate Performance Management (CPM)

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

HR Compliance

HR Management

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Enterprise Flash Array Storage

File Sync and Share

Fraud Detection

High Availability Cluster

In-Memory Databases

Integration Platform as a Service (iPaaS)

Internet Security

Network Operating Systems

Network Performance Monitoring

Remote Monitoring and Management

SaaS Management

Software Defined Storage (SDS)

Threat Hunting

User Virtualization

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Deliverability

Email Marketing

Graphics

Headless CMS

Marketing Automation

Online Reputation Management

Retail Media Advertising

Social Media Management

Social Media Publishing

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Intrusion Detection

Security

Auto Repair

Building Information Modeling (BIM)

Construction Management

HIPAA Compliance

Homeowner's Association (HOA) Management

Insurance Agency Management

Investment Portfolio Management

Law Practice Management

Legal Billing

OSS/BSS (Operations Support/Business Support)

Retail Analytics

Vertical-Specific

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The Patricia software by Patrix IP Helpware is a fully customizable IP management solution designed to handle all case matters within an IP organization, including prosecution. According to the vendor, this software is suitable for IP professionals, law firms, intellectual property departments in corporations, patent and trademark agencies, as well as research institutions. With its comprehensive features and flexible workflow tools, Patricia aims to streamline case management, facilitate collaboration, and enhance efficiency for organizations of all sizes.

## Key Features

**BASIC CASE INFORMATION**: According to the vendor, the software provides easy access to case data, allowing users to track due dates, laws/regulations, standard forms, time, and cost registration, as well as manage documents with automatic tracking and management features.

**BATCH PROCESSING**: The vendor claims that Patricia allows users to streamline repetitive tasks and increase efficiency by processing multiple cases simultaneously, reducing manual effort and saving time.

**CASE MANAGEMENT**: The software can be configured and customized to handle unique work processes for all IP cases, according to the vendor. Users can delegate tasks to specific individuals and utilize workflow-based tools for effective task assignment and tracking.

**COUNTRY & LAW FILE DESIGNATED COUNTRIES**: Patricia provides an extensive automatic country and law file, which the vendor claims is regularly updated to stay up-to-date with changes in laws and regulations. It supports multiple designated countries.

**COST ESTIMATION**: The vendor states that the software enables users to report and predict costs for new or existing cases and case families, aiding in budgeting and financial planning while providing insights into the financial aspects of IP cases.

**FINANCIAL MANAGEMENT**: Patricia offers features for efficient financial management of IP cases, including fast and accurate invoicing, cost tracking, budgeting, and tools for financial reporting and analysis, as claimed by the vendor.

**MAINTENANCE**: According to the vendor, users can expect ongoing support and maintenance for the Patricia software, ensuring it remains up-to-date, functional, and providing assistance in case of any technical issues or updates.

**REPORTS**: Patricia provides a flexible and customizable report tool for generating various types of reports, allowing users to analyze data and make informed decisions based on specific requirements.

**TERM LIST INTO OUTLOOK**: The vendor claims that Patricia integrates term lists into Outlook, providing easy access and reference within the Outlook interface. This feature aims to enhance productivity and efficiency for users working with term lists.

**DIRECT ACCESS TO CASE DATA**: Users can gain direct access to case data, according to the vendor. This feature allows for quick retrieval and viewing of case information, facilitating informed decision-making and appropriate actions.

Users of Patricia by Patrix IP Helpware have praised the IT hosted solution for its fast and efficient performance, enabling seamless operations across different geographical regions. The software's document management feature has been highly regarded for simplifying the storage and organization of cases and emails. Users have reported significant time savings with automatic storage, allowing them to focus on more critical tasks.

Another crucial use case for Patricia is the docketing of patents and trademarks. Users have found the software to be a flexible and efficient solution for managing intellectual property, streamlining the docketing process and ensuring accurate tracking of deadlines. Additionally, with Patricia's portfolio control feature, users have experienced improved management of their intellectual property portfolios, enabling them to maintain better control over their assets.

The software's ability to handle patent prosecution docketing has been well-received by users as it simplifies and streamlines this complex process. This feature saves users significant time and effort by automating repetitive tasks, allowing them to navigate through patent prosecution more efficiently.

One significant business problem addressed by Patricia is the management of annuities. Users have appreciated the low-cost approach offered by the software, eliminating the need to rely on law firms or separate annuity services that often come at a substantial cost. Patricia enables users to manage annuities efficiently within the same platform, resulting in cost savings and greater control over their intellectual property assets.

Moreover, Patricia's all-in-one package has been particularly beneficial for users, eliminating the need to purchase separate database software systems. This consolidation has led to substantial cost savings while providing a comprehensive solution for managing intellectual property.

Overall, Patricia has proven itself as a powerful tool in addressing various business problems related to intellectual property management. Its fast and efficient performance, document management capabilities, streamlined docketing processes, cost-effective annuity management, and all-in-one package make it an attractive option for businesses seeking effective IP management solutions.

Training Requirement: Some users have found that the software requires training to maximize its usefulness and new employees often need time to learn it. 

Limited Copy-Paste Functionality: Users have expressed frustration with the limited copy-paste abilities within the program, which can hinder their workflow.

Inefficient Price List Formation: The one price list forming button is not efficient for all users, especially when working with longer lists. It may require additional steps or dragging, making the process more cumbersome.

Customizable Field Names and Workflows: Reviewers have praised Patricia for its ability to configure almost any field name or workflow to meet their business naming and operational standards. Several users have found this feature valuable, allowing them to tailor the software to their specific needs.

Intuitive and Easy-to-Navigate Interface: The intuitive and easy-to-navigate interface of Patricia has been appreciated by reviewers, making it convenient for them to navigate through the software. Users have found this aspect of Patricia user-friendly, simplifying their experience with the software.

Good Customer Support: Patrix IP Helpware's good customer support has been commended by users of Patricia. Customers appreciate the assistance provided by the support team in resolving issues quickly and efficiently.

Patrix specializes in software solutions with Patricia, a platform agnostic IP case management system that has helped professionals for over 20 years. Patricia is a fully customizable IP Management Software, available both as a Client/Server and as a Web product or as a combination thereof. Patricia was created by IP professionals for IP professionals. The software is flexible and can handle all case matters within an IP organization, including litigation.

Patricia by Patrix IP Helpware

Intellectual Property (IP) Management Software are used to manage and protect patents, copyrights, trademarks, and other IP.

Intellectual Property (IP) Management

Patrix IP Helpware

Patricia Overview

In this video we will give a brief overview of Patrix as a company and the solutions that we provide our clients.

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