Challenge
A well-established, US-based intellectual property law firm with a strong record in patent and trademark prosecution and IP litigation wanted to streamline and scale its operational support. The firm advises Fortune 500 companies, startups, and innovators across technology, pharmaceuticals, and manufacturing.
The firm faced several operational challenges:
- Sought a centralised way to manage diverse paralegal services under a single provider to simplify workflows and reduce costs.
- Required an accurate, efficient docket and IDS management process to maintain compliance and minimise risk
- Needed proactive monitoring of office actions to improve response time
- Lacked real-time visibility into IP matters, slowing internal coordination and limiting informed decision-making
Solution
Elevate delivered a unified support model that improved accuracy, speed, and visibility across the firm’s IP operations:
- Centralised docket remediation and validation by verifying and updating more than 18,000 patent and trademark matters using data from PTOs and foreign associates
- Daily docketing execution through timely processing of shared mailbox communications and required system updates
- Weekly deadline communications that improved attorney visibility, planning, and accountability
- Proactive office action and IDS handling through monitoring, preparation, and filing of information disclosure statements with the USPTO
- Standardised administrative support covering conflict checks, invoice processing, client onboarding and offboarding, and routine data audits
- Real-time IP status reporting with clear upcoming action items to support internal and customer discussions
