Trademark Tracker Integrated Solution for Legal Trademark

Challenges

• Maintaining product trademarks is crucial for legal and compliance team
• Manual tracking of trademark data and associated documents
• Periodical review process is difficult because of the various stakeholders involved
• No seamless way of handling these organizational assets
• Communication makes it a challenge to update various process lifecycles
• More manual way to track objections and other follow-up tasks
• High resource dependency when the tracking process is predominantly manual
• High security risk due to the possibility of data loss
• Hard to maintain the data and related documents in separate place like cloud document storage system.

Our Solution

• Developed an integrated solution to track the end-to-end process using Claris FileMaker Platform
• Integrated with DropBox cloud management system through Claris Connect
• Designed to support both web browser and desktop client
• Interconnected modules to handle multiple categorizations
• Supports active directory implementation to integrate with entity logins
• Supports Single Sign-on(SSO) to integrate with Entity Logins

Application Modules:

1. List View – Display (list) the available records on one page with search and filter capability
2. Detail View – Shows (view) the details of individual records, including:
   • Classification Information
   • Good, Services, and Codes
   • Timeline
   • Documents (Integrated with DropBox through Claris Connect)
   • Objection
   • Follow-Up
   • Others
3. Reports – extract the data points for timeline inventory and export follow-up items in PDF and Excel file formats with date range selection

User Interface Mock-Ups:

Key Benefits

• Integrated Workflow and Document Management Solution (DropBox) to track the complete history of every stage of trademark’s lifecycle
• One solution to both store the documents in dropBox and track the complete history of the trademark’s lifecycle
• Systematic approach to organization and management of trademark details
• Secure way of managing data and documents (secure web or desktop logins)
• One-click report feature with multiple file formats (Excel/PDF) can easily be run by business users
• Reduced Turnaround time (TAT), More Accuracy and Cost Savings
• Huge time and cost savings
• Flexibility to integrate with multiple applications
• Scalable and Flexible to integrate with multiple applications and to handle the volume