# Best Intellectual Property Management Software for Small Business *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)* Products classified in the overall Intellectual Property Management category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Intellectual Property Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Intellectual Property Management category. In addition to qualifying for inclusion in the Intellectual Property Management Software category, to qualify for inclusion in the Small Business Intellectual Property Management Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## G2 Grid® for Intellectual Property Management Software ![G2 Grid® for Intellectual Property Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/intellectual-property-management/grids.png?focus%5B%5D=7836&focus%5B%5D=59318&focus%5B%5D=7640&focus%5B%5D=7817&focus%5B%5D=1209544&focus%5B%5D=3184&focus%5B%5D=16825&focus%5B%5D=7810) Highlighted products: PATTSY WAVE, PatentRenewal.com, AppColl, FoundationIP, Legistify, Alt Legal, ClaimMaster, and DocketTrak. Underlying data: [Grid® JSON](https://www.g2.com/categories/intellectual-property-management/grids.json?focus%5B%5D=pattsy-wave&focus%5B%5D=patentrenewal-com-patentrenewal-com&focus%5B%5D=appcoll&focus%5B%5D=foundationip&focus%5B%5D=legistify-legistify&focus%5B%5D=alt-legal&focus%5B%5D=claimmaster&focus%5B%5D=dockettrak&segment=small-business) ## How Many Intellectual Property Management Software Products Does G2 Track? **Total Products under this Category:** 154 ### Category Stats (Jul 2026) - **Average Rating**: 4.47/5 (↑0.02 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Thales Sentinel Software Monetization Platform (+0.38%) - Among all products in this category, Thales Sentinel Software Monetization Platform recorded the largest rating increase compared to last month *Last updated: July 13, 2026* ## How Does G2 Rank Intellectual Property Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 1,000+ Authentic Reviews - 154+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Intellectual Property Management Software Is Best for Your Use Case? - **Best for Small Businesses:** [PATTSY WAVE](https://www.g2.com/products/pattsy-wave/reviews) - **Best for Mid-Market:** [PATTSY WAVE](https://www.g2.com/products/pattsy-wave/reviews) - **Best for Enterprise:** [FoundationIP](https://www.g2.com/products/foundationip/reviews) - **Highest User Satisfaction:** [PatentRenewal.com](https://www.g2.com/products/patentrenewal-com-patentrenewal-com/reviews) - **Best Free Software:** [AppColl](https://www.g2.com/products/appcoll/reviews) --- **Sponsored** ### FortiGate-VM NGFW FortiGate-VM is a virtual firewall solution designed to help users secure their cloud environments and on-premises networks. As a next-generation firewall developed by Fortinet, FortiGate-VM integrates advanced security features with the flexibility of virtualization, making it suitable for deployment in various public and private cloud infrastructures. This solution is particularly beneficial for organizations looking to enhance their cybersecurity posture while leveraging the scalability and efficiency of cloud technologies. Targeted at enterprises and organizations of all sizes, FortiGate-VM is ideal for IT security teams that require robust protection against increasingly sophisticated cyber threats. Its deployment across diverse environments allows businesses to maintain consistent security policies and practices, regardless of whether their infrastructure is on-premises, in the cloud, or a hybrid of both. Specific use cases include protecting sensitive data in cloud applications, securing remote access for employees, SD-WAN, and ensuring compliance with industry regulations. One of the key features of FortiGate-VM is its AI-powered threat intelligence. FortiGuard utilizes machine learning algorithms to analyze vast amounts of data, enabling the identification of emerging threats in real time. This proactive approach to threat detection ensures that organizations can respond swiftly to potential vulnerabilities before they can be exploited. Additionally, the behavioral analysis capabilities of FortiGate-VM allow for the identification of anomalous activities, further enhancing its ability to mitigate risks associated with cyberattacks. FortiGate-VM stands out in the virtual firewall category due to its seamless integration with existing Fortinet security solutions, providing a comprehensive security architecture. The solution offers advanced features such as intrusion prevention, web filtering, and application control, all of which contribute to a multi-layered defense strategy. Furthermore, its scalability allows organizations to easily adjust their security resources in response to changing business needs, ensuring that they remain protected as they grow. FortiGate-VM delivers unmatched security and value, making it a vital component for organizations seeking to fortify their defenses against the evolving landscape of cyber threats. Its combination of advanced threat protection, AI-driven insights, and flexible deployment options positions it as a critical tool for maintaining a secure and resilient network environment. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=355&secure%5Bchosen_at%5D=2026-07-14T08%3A14%3A35Z&secure%5Bdisplayable_resource_id%5D=73&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=40399&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=40399&secure%5Bresource_id%5D=355&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fintellectual-property-management%2Fsmall-business&secure%5Btoken%5D=9db0f89ae7c10c38e0dc73b67df9d9945421eb4fdc49f78c4ebce60877fbcf75&secure%5Burl%5D=https%3A%2F%2Fvm.fortigate.com%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_id%3Ddirect-publisher&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Intellectual Property Management Software Products in 2026? ### 1. [PATTSY WAVE](https://www.g2.com/products/pattsy-wave/reviews) PATTSY WAVE® is a powerful, automated patent and trademark docketing software with built-in IP business logic designed to make IP operations more efficient, reduce risk, and improve accuracy. PATTSY WAVE is designed for IP professionals who are looking for a software to increase their productivity and grow with them as their needs evolve. PATTSY WAVE combines sophisticated IP business logic with an incredibly intuitive user-interface that supports anywhere/anytime access. Our signature “single-screen design” and focus on practice automation has consistently set PATTSY WAVE apart. Some other features that make PATTSY WAVE uniquely powerful include: • AutoDocket® and Download which dockets incoming US patents, triggers workflow actions and ensures that the documents are saved against any matter. • Unmatched integration with international patent and trademark databases. • Correspondence generated to clients, outside counsel, and internal colleagues with a single click from any matter. • Bi-directional DMS integration enhances visibility and access to information in your IP portfolio. • Seamless integration with Anaqua Services for managing annuities to minimize risk and improve efficiency. PATTSY WAVE is designed for ease of implementation, ease of use, and ease of maintenance. The low up-front costs make it easy to get started. Our client support team has an unwavering commitment to helping our clients achieve operational efficiency. For over 30 years we have collaborated with our clients to develop a docketing platform that responds to the diverse needs of docketing teams. Our customers are law firms and corporations, small and large organizations, and manage patent or trademark portfolios. We want to work with you. **Average Rating:** 4.0/5.0 **Total Reviews:** 61 **How Do G2 Users Rate PATTSY WAVE?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10) - **Ease of Use:** 8.0/10 (Category avg: 8.6/10) - **Ease of Admin:** 8.6/10 (Category avg: 8.6/10) - **Quality of Support:** 7.7/10 (Category avg: 8.7/10) **Who Is the Company Behind PATTSY WAVE?** - **Seller:** [Anaqua](https://www.g2.com/sellers/anaqua) - **Year Founded:** 2004 - **HQ Location:** Boston, MA - **Twitter:** @Anaqua (9,716 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/51084/ (787 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Paralegal - **Top Industries:** Legal Services, Law Practice - **Company Size:** 39% Mid-Market, 38% Small-Business #### What Are Recent G2 Reviews of PATTSY WAVE? **"[PATTSY WAVE: Intuitive UI, Powerful Tools, and Outstanding Support](https://www.g2.com/survey_responses/pattsy-wave-review-11908785)"** **Rating:** 5.0/5.0 stars *— Natalie Z.* [Read full review](https://www.g2.com/survey_responses/pattsy-wave-review-11908785) --- **"[Powerful Data Reporting with Flexible Views, But Missing a Key Feature](https://www.g2.com/survey_responses/pattsy-wave-review-11879000)"** **Rating:** 4.5/5.0 stars *— Michaela M.* [Read full review](https://www.g2.com/survey_responses/pattsy-wave-review-11879000) --- #### What Are G2 Users Discussing About PATTSY WAVE? - [What is PATTSY WAVE used for?](https://www.g2.com/discussions/what-is-pattsy-wave-used-for) ### 2. [PatentRenewal.com](https://www.g2.com/products/patentrenewal-com-patentrenewal-com/reviews) Experience PatentRenewal.com, a fintech-powered solution that offers the most efficient IP renewal process, all at a fraction of the usual market price. Seamlessly automate your patent, trademark, utility model, and design renewals worldwide through our user-friendly digital platform, where you can track your payments, forecast your costs, and store all your documents in one place. Enjoy reduced expenses while benefitting from an upgraded experience. Join our community of over 2500 satisfied IP owners from 40+ countries today! Take the first step towards smarter IP management by visiting PatentRenewal.com and accessing our free price comparison tool! **Average Rating:** 4.8/5.0 **Total Reviews:** 42 **How Do G2 Users Rate PatentRenewal.com?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.1/10) - **Ease of Use:** 9.3/10 (Category avg: 8.6/10) - **Ease of Admin:** 9.6/10 (Category avg: 8.6/10) - **Quality of Support:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind PatentRenewal.com?** - **Seller:** [PatentRenewal.com](https://www.g2.com/sellers/patentrenewal-com) - **Year Founded:** 2017 - **HQ Location:** Copenhagen, Denmark - **LinkedIn® Page:** https://www.linkedin.com/company/patentrenewalcom/ (38 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 76% Small-Business, 19% Mid-Market #### What Are Recent G2 Reviews of PatentRenewal.com? **"[Effective and cost saving for tracking and maintenance patent fees in different countries.](https://www.g2.com/survey_responses/patentrenewal-com-review-11057732)"** **Rating:** 5.0/5.0 stars *— BRANDON G.* [Read full review](https://www.g2.com/survey_responses/patentrenewal-com-review-11057732) --- **"[PatentRenewal offer a great service with a great platform](https://www.g2.com/survey_responses/patentrenewal-com-review-11034691)"** **Rating:** 4.0/5.0 stars *— Evgeniy D.* [Read full review](https://www.g2.com/survey_responses/patentrenewal-com-review-11034691) --- ### 3. [AppColl](https://www.g2.com/products/appcoll/reviews) AppColl offers an easy-to-use, cloud-based patent & trademark management system to enhance productivity through collaborative automation tools. We help patent firms and multi-national corporations create and file better patents more cost-effectively. AppColl Prosecution Manager- Patent & Trademark Docketing: A cloud-based Intellectual Property Management product designed to significantly increase productivity while reducing both the costs and risks of running a patent firm or corporate IP group. Manage patents/trademarks and copyrights with ease. Now with e-signatures https://www.appcoll.com/products/prosecution-manager/ AppColl Invention Manager- A tool that allows you to create and manage a well-defined process from when an inventor submits an invention disclosure through the various stages of feedback, committee voting, scoring and signoff to patent application filing. https://www.appcoll.com/products/invention-manager/ Demo: AppColl.com/product-demo/ Free Trial: AppColl.com/free-trial/ Sales: sales@appcoll.com **Average Rating:** 4.7/5.0 **Total Reviews:** 41 **How Do G2 Users Rate AppColl?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10) - **Ease of Use:** 9.2/10 (Category avg: 8.6/10) - **Ease of Admin:** 9.6/10 (Category avg: 8.6/10) - **Quality of Support:** 9.7/10 (Category avg: 8.7/10) **Who Is the Company Behind AppColl?** - **Seller:** [AppColl](https://www.g2.com/sellers/appcoll) - **Year Founded:** 2009 - **HQ Location:** Menlo Park, US - **Twitter:** @AppColl (67 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/appcoll (12 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Law Practice, Legal Services - **Company Size:** 88% Small-Business, 10% Mid-Market #### What Are AppColl's Pros and Cons? **Cons:** - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About AppColl? *AI-generated summary from verified user reviews* **Cons:** - Users desire more **customization options** in AppColl to enhance their experience and meet their specific needs. #### What Are Recent G2 Reviews of AppColl? **"[AppColl's database review - simply put - its Wonderful and Versatile for all of your IP needs.](https://www.g2.com/survey_responses/appcoll-ipm-review-673075)"** **Rating:** 5.0/5.0 stars *— Jodi B.* [Read full review](https://www.g2.com/survey_responses/appcoll-ipm-review-673075) --- **"[Effortless USPTO Integration Keeps Deadlines Updated Daily](https://www.g2.com/survey_responses/appcoll-review-12040825)"** **Rating:** 5.0/5.0 stars *— Sean B.* [Read full review](https://www.g2.com/survey_responses/appcoll-review-12040825) --- #### What Are G2 Users Discussing About AppColl? - [What is AppColl used for?](https://www.g2.com/discussions/what-is-appcoll-used-for) ### 4. [FoundationIP](https://www.g2.com/products/foundationip/reviews) FoundationIP from Clarivate is a leading IP lifecycle management solution for law firms seeking a competitive edge. This powerful and flexible cloud-based solution improves your efficiency at every step in the IP lifecycle, so you can grow your firm with confidence. Reduce risk with industry-leading Clarivate IP data. Uncover actionable insights that position you as a strategic partner. Maximize your team’s efficiency with advanced automation and integrated services. Seamlessly collaborate with clients, colleagues, and agents worldwide. Modernize your IP practice management with FoundationIP. **Average Rating:** 4.0/5.0 **Total Reviews:** 105 **How Do G2 Users Rate FoundationIP?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.1/10) - **Ease of Use:** 7.4/10 (Category avg: 8.6/10) - **Ease of Admin:** 7.3/10 (Category avg: 8.6/10) - **Quality of Support:** 7.9/10 (Category avg: 8.7/10) **Who Is the Company Behind FoundationIP?** - **Seller:** [Clarivate](https://www.g2.com/sellers/clarivate) - **Year Founded:** 2001 - **HQ Location:** London, England - **Twitter:** @clarivate (20,676 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10950962/ (11,373 employees on LinkedIn®) - **Ownership:** Clarivate **Who Uses This Product?** - **Top Industries:** Law Practice, Legal Services - **Company Size:** 43% Small-Business, 30% Mid-Market #### What Are Recent G2 Reviews of FoundationIP? **"[FoundationIP: Easy Docketing, Powerful Reporting, and Responsive Support](https://www.g2.com/survey_responses/foundationip-review-12924924)"** **Rating:** 4.5/5.0 stars *— Verified User in Law Practice* [Read full review](https://www.g2.com/survey_responses/foundationip-review-12924924) --- **"[For me feel that FIP is a one stop shop for IP Prosecution docketing of Patents, Trademark, etc....](https://www.g2.com/survey_responses/foundationip-review-9025811)"** **Rating:** 5.0/5.0 stars *— Johanna A.* [Read full review](https://www.g2.com/survey_responses/foundationip-review-9025811) --- #### What Are G2 Users Discussing About FoundationIP? - [What are the benefits and drawbacks of using FoundationIP for intellectual property management?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-foundationip-for-intellectual-property-management) - [What is FoundationIP used for?](https://www.g2.com/discussions/what-is-foundationip-used-for) ### 5. [Legistify](https://www.g2.com/products/legistify-legistify/reviews) Legistify, one of India's leading and fastest-growing legal technology companies, provides a comprehensive software solution designed to simplify legal operations for enterprises. Here's how our platform, LegisTrak, is structured: - Contracts Management: Intelligently manage and streamline legal contracts with ease and precision. - Litigation Management: Simplify case management processes for efficient handling of legal matters. - IP Management: Protect and manage all your intellectual property assets with smart tools and features. - Notice Management: Organize and manage legal notices efficiently for compliance and timely actions. This cutting-edge solution is being utilized by over 300+ large enterprises across multiple countries and varied sectors. Legistify has been honored as the "Digital Transformation" company of the year in 2024, affirming our commitment to innovative legal technology. We leverage the power of machine learning and generative AI to empower our end users in informed decision-making and increased efficiency. Our esteemed backers include Y Combinator, Cathexis Ventures, IndiaMART, GSF, Java Capital, and Titan VC. **Average Rating:** 5.0/5.0 **Total Reviews:** 296 **How Do G2 Users Rate Legistify?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10) - **Ease of Use:** 10.0/10 (Category avg: 8.6/10) - **Ease of Admin:** 9.7/10 (Category avg: 8.6/10) - **Quality of Support:** 9.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Legistify?** - **Seller:** [Legistify](https://www.g2.com/sellers/legistify) - **Year Founded:** 2015 - **HQ Location:** Gurugram, IN - **Twitter:** @legistify (335 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/get-legal/ (102 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Manufacturing - **Company Size:** 31% Enterprise, 23% Small-Business #### What Are Legistify's Pros and Cons? **Pros:** - Ease of Use (135 reviews) - Tracking (109 reviews) - Tracking Efficiency (75 reviews) - Case Management (63 reviews) - Efficiency (58 reviews) **Cons:** - Bug Issues (23 reviews) - Software Bugs (17 reviews) - Poor Customer Support (7 reviews) - Functionality Issues (6 reviews) - Steep Learning Curve (6 reviews) ### What Do G2 Reviewers Say About Legistify? *AI-generated summary from verified user reviews* **Pros:** - Users find Legistify to be **easy to use and implement** , simplifying the overall legal tech experience. - Users appreciate the **efficient tracking** capabilities of Legistify, simplifying the management of their contracts and legal cases. - Users value the **tracking efficiency** of Legistify, enabling easy monitoring of contracts and legal cases in real time. - Users value the **efficient case tracking** and timely updates from Legistify, streamlining their legal processes effectively. - Users find the **efficiency** of Legistify impressive, simplifying notice drafting and management seamlessly. **Cons:** - Users report **bug issues** that require attention, but the support team effectively addresses them when alerted. - Users report **software bugs** that occasionally disrupt functionality, though the tech team is actively resolving these issues. - Users frequently struggle with **poor customer support** , facing challenges in grasping features and timely assistance. - Users occasionally face **functionality issues** with the contracts tool, though customer support is consistently helpful. - Users face a **steep learning curve** with Legistify, requiring significant time and support to navigate its features. #### What Are Recent G2 Reviews of Legistify? **"[Streamlined Legal Management with Room to Improve](https://www.g2.com/survey_responses/legistify-review-12239723)"** **Rating:** 4.5/5.0 stars *— Sai t.* [Read full review](https://www.g2.com/survey_responses/legistify-review-12239723) --- **"[Efficient Legal Management, Slight Learning Curve](https://www.g2.com/survey_responses/legistify-review-12219861)"** **Rating:** 4.5/5.0 stars *— Mukesh R.* [Read full review](https://www.g2.com/survey_responses/legistify-review-12219861) --- ### 6. [Alt Legal](https://www.g2.com/products/alt-legal/reviews) Alt Legal is a distinctively different kind of IP docketing solution. We focus on making trademark professionals’ lives easier. The platform goes beyond what IP professionals expect from legacy docketing systems with our automated docketing of USPTO and CIPO deadlines plus imported international data from 180+ global IP offices, one-click reporting, smart email templates, personalized email reports, calendar sync, USPTO Trademark Center integration, and collaboration tools. Best of all, our software is supported by our hands-on team of professionals who have years of industry expertise. We also offer full-portfolio global trademark monitoring tools with Alt Legal Trademark Protection, an optional add on service that integrates seamlessly with our IP docketing software. Additionally, we offer IP paralegal services with Alt Legal Assist, which will help you prepare filings, manage your docket, communicate with clients or foreign associates, and more. Connect with us to find out why IP professionals trust Alt Legal to manage hundreds of thousands of matters. **Average Rating:** 4.8/5.0 **Total Reviews:** 22 **How Do G2 Users Rate Alt Legal?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Ease of Use:** 9.6/10 (Category avg: 8.6/10) - **Ease of Admin:** 9.6/10 (Category avg: 8.6/10) - **Quality of Support:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Alt Legal?** - **Seller:** [Alt Legal](https://www.g2.com/sellers/alt-legal) - **Year Founded:** 2013 - **HQ Location:** New York, NY - **Twitter:** @AltLegalHQ (2,271 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3106063/ (54 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Law Practice - **Company Size:** 91% Small-Business, 9% Mid-Market #### What Are Recent G2 Reviews of Alt Legal? **"[Great Docketing Software for Domestic Marks](https://www.g2.com/survey_responses/alt-legal-review-1623568)"** **Rating:** 4.0/5.0 stars *— Verified User in Legal Services* [Read full review](https://www.g2.com/survey_responses/alt-legal-review-1623568) --- **"[It's like MAGIC](https://www.g2.com/survey_responses/alt-legal-review-506795)"** **Rating:** 5.0/5.0 stars *— Ticora D.* [Read full review](https://www.g2.com/survey_responses/alt-legal-review-506795) --- #### What Are G2 Users Discussing About Alt Legal? - [What is Alt Legal used for?](https://www.g2.com/discussions/what-is-alt-legal-used-for) ### 7. [ClaimMaster](https://www.g2.com/products/claimmaster/reviews) ClaimMaster is a software tool for patent proofreading and analysis. Our software automates error-checking of patent documents, allowing you to create internally consistent and well-written patent applications. In addition, ClaimMaster streamlines numerous patent prosecution and litigation tasks. ClaimMaster is fully integrated with the latest versions of the Microsoft Word. **Average Rating:** 4.6/5.0 **Total Reviews:** 24 **How Do G2 Users Rate ClaimMaster?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Ease of Use:** 8.8/10 (Category avg: 8.6/10) - **Ease of Admin:** 10.0/10 (Category avg: 8.6/10) - **Quality of Support:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind ClaimMaster?** - **Seller:** [ClaimMaster Software](https://www.g2.com/sellers/claimmaster-software) - **Year Founded:** 2009 - **HQ Location:** Bethesda, MD - **Twitter:** @ClaimMaster (41 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3158822/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Law Practice, Legal Services - **Company Size:** 50% Small-Business, 42% Mid-Market #### What Are Recent G2 Reviews of ClaimMaster? **"[The best for checking patent claims, responses to USPTO Office actions, and applications](https://www.g2.com/survey_responses/claimmaster-review-4388427)"** **Rating:** 5.0/5.0 stars *— Jeff L.* [Read full review](https://www.g2.com/survey_responses/claimmaster-review-4388427) --- **"[Awesome patent prosecution tool](https://www.g2.com/survey_responses/claimmaster-review-2293530)"** **Rating:** 5.0/5.0 stars *— Verified User in Law Practice* [Read full review](https://www.g2.com/survey_responses/claimmaster-review-2293530) --- #### What Are G2 Users Discussing About ClaimMaster? - [What is ClaimMaster used for?](https://www.g2.com/discussions/what-is-claimmaster-used-for) ### 8. [DocketTrak](https://www.g2.com/products/dockettrak/reviews) DocketTrak is a high performance cloud-based Intellectual Property docket reminder system. It manages your patents and trademarks, with connections to the USPTO, CIPO, AU, and EU offices. It provides real time updates of your events and due dates and provides daily reminder reports of upcoming events and due dates. DocketTrak is well known for its ease of use, very different from the other docketing systems. It is customizable for reporting, rules, and form letters. PAIR Connect is our very popular feature that lets you connect to your Private PAIR account to import patent records. Plus, we have an independent e-office action email process whereby your office action emails are received by us and we automatically add the necessary events and due dates to your patent record, no PAIR connection required. You can contact DocketTrak at info@dockettrak.com to request a demo or trial account. You can also go to our website and take a quick tour of the software, www.dockettrak.com **Average Rating:** 4.9/5.0 **Total Reviews:** 12 **How Do G2 Users Rate DocketTrak?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10) - **Ease of Use:** 9.4/10 (Category avg: 8.6/10) - **Ease of Admin:** 9.7/10 (Category avg: 8.6/10) - **Quality of Support:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind DocketTrak?** - **Seller:** [Decision Design](https://www.g2.com/sellers/decision-design) - **Year Founded:** 1995 - **HQ Location:** Bannockburn, Illinois - **Twitter:** @dockettrak (40 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4839331/ (5 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Legal Services - **Company Size:** 85% Small-Business, 15% Mid-Market #### What Are Recent G2 Reviews of DocketTrak? **"[Love DocketTrak](https://www.g2.com/survey_responses/dockettrak-review-4520928)"** **Rating:** 5.0/5.0 stars *— JODI L.* [Read full review](https://www.g2.com/survey_responses/dockettrak-review-4520928) --- **"[Flexible to meet most small firm needs](https://www.g2.com/survey_responses/dockettrak-review-4520927)"** **Rating:** 4.5/5.0 stars *— Kenneth K.* [Read full review](https://www.g2.com/survey_responses/dockettrak-review-4520927) --- #### What Are G2 Users Discussing About DocketTrak? - [What is DocketTrak used for?](https://www.g2.com/discussions/what-is-dockettrak-used-for) ## What Is Intellectual Property Management Software? [Legal Software](https://www.g2.com/categories/legal) ## What Software Categories Are Similar to Intellectual Property Management Software? - [Patent Research Software](https://www.g2.com/categories/patent-research) --- ## How Do You Choose the Right Intellectual Property Management Software? ### What You Should Know About Intellectual Property Management Software ### What is Intellectual Property Management Software? Intellectual property management software (IPMS) helps companies and law firms manage their intellectual property (IP) portfolio and the legal entities designed to protect their IP, which includes trademarks, copyrights, and patents. Intellectual property management solutions centralize all IP-related tasks and act as docketing systems for IP filings. The tools have facilitated the shift from spreadsheets to comprehensive systems for patents, copyrights, and trademark management. Companies and law firms utilize IP management tools for IP docketing to file patent applications, construct IP workflows, streamline the process of sheathing an idea in legal protection, and store all documents related to the IP.  For example, a company’s research and development department comes up with an idea they believe to be unique. The company would use IPMS to store documents related to the idea or invention and file for IP protection in the form of a copyright, trademark, or patent. The software will also deal with all tasks related to the management of the application and the storage of information related to the idea or invention once it gains legal protection.  ### What are the Common Features of Intellectual Property Management Software? The following are some core features within intellectual property management software that can help users manage their IP portfolio: **Document storage:** This software stores IP-related documents, including patent applications and invention-related information.  **IP asset management:** IPMS acts as a repository for all assets related to the company or law firm’s intellectual property.  **Automation:** IP management software automates repetitive manual processes and tasks, including pushing reminders and alerts related to application deadlines.  **Docketing:** IPMS centralizes all intellectual property schedules, including key dates and statutory deadlines. The United States Patent and Trademark Office (USPTO) or equivalent patent-issuing body in a given country may take years to decide on a patent application. Companies with large IP portfolios and multiple applications use the docketing functionality in IP management solutions to hit deadlines and effectively deal with their IP application.  **Task management:** This software feature assigns and tracks tasks related to patent, trademark, and copyright applications.  **Reporting:** With this feature, IPMS produces pre-built reports using data housed in the IP management system.  **Integrations:** This software integrates with other tools to provide end-to-end solutions for managing every step of the IP lifecycle. The most common integration is with patent search solutions, which help navigate databases of existing patents.   **Client collaboration:** This feature provides client access, usually through a portal, so clients can have a real-time view of in-process applications and their IP status.  ### What are the Benefits of Intellectual Property Management Software? The following are some of the benefits of intellectual property management software. **Consolidate IP-related tasks:** IP management systems provide users with a single source of truth for all IP asset-related activities and documents. From docketing to document management to centralizing invention specifics, IP management solutions streamline the process of managing complex portfolios of diverse IP assets.  **Increase efficiency:** IP management solutions help introduce efficiency into the IP portfolio management process. Multiple parties can collaborate within an IPMS, and workflows specific to the needs of a given company or law firm can help organize all IP assets and ensure a single-pane view of a portfolio or a specific application.  **Boost client collaboration:** For law firms that manage IP applications for multiple clients, IPMS allows them to collaborate with those clients in real time and give them status updates, issuer requests for additional information, and close the gap between client and law firm so that all parties are pushing towards the same goal. In-house legal departments use IPMS to boost collaboration within their respective companies.  ### Who Uses Intellectual Property Management Software? **Patent attorney:** Intellectual property lawyers, specifically patent attorneys,  use IP management software to handle their clients’ IP portfolios and effectively manage the application process for IP protections on behalf of their clients.  **Inventors:** Inventors, people that create new intellectual property, use IP management software to track the status of their IP-protection applications and trademark portfolios.  **Corporations:** Research and development personnel at companies utilize IP management solutions to handle their IP portfolios. These solutions are used in conjunction with patent research and analytics tools to provide an accurate picture of the current IP landscape.  ### Challenges with Intellectual Property Management Software Software solutions can come with their own set of challenges. Here are a few related to intellectual property management software:  **Integration:** IP management solutions need accurate data to improve the IP management process. A given IPMS may not have a robust set of pre-built integrations that fit with the technology stack at a law firm or a company. A prospective buyer should vet the native integrations within any potential solution to avoid difficulties related to incompatible systems.  **Data security:** Data security, particularly for inventions and potential trademarks not yet protected by law, is vital for an IPMS. SaaS solutions must be managed carefully, and the attackable surface reduced and protected to protect valuable IP.  ### How to Buy Intellectual Property Management Software #### Requirements Gathering (RFI/RFP) for Intellectual Property Management Software Each company or law firm’s requirements list will look slightly different, but there is some core functionality that will remain the same. Docketing, workflows, and IP portfolio management should all be included in any IP management software solution. One of the major benefits of IP management software is streamlining IP-related workflows. To realize this particular benefit, prospective buyers should have a keen understanding of where and how a potential solution will fit into their existing tech stack, as well as how robust any integrations with patent databases are. Solutions with native integrations should float to the top of the list, while point solutions with limited interoperability should fall lower on any long list. Certain IP management tools offer functionality above and beyond the core feature set that a buyer could expect to see in every solution in the category. Certain companies with a narrow target and a significant amount of research and development resources may value customizable analytics and reporting functionality more than others and should add that to the list of considerations. For law firms, client collaboration features, preferably in the form of single-pane, digestible dashboards, should be on the requirements list.  #### Compare Intellectual Property Management Software Products **Create a long list** Prospective buyers of intellectual property management software should create a long list of potential candidates based on the list of requirements they’ve compiled. The long list should include solutions that meet all core criteria and tools that provide functionality above and beyond the core feature set. **Create a short list** The short list should include solutions that the selection team feels are genuine candidates for purchase. The infosec and data privacy teams should vet the list and consider all integrations at this stage. If a solution doesn’t play well with the existing tech stack, IP management may be more difficult.  **Conduct demos** The demo process should involve pre-built questions specific to the organization’s needs. If the team is going to be working with a dozen different clients simultaneously, the selection team should ask the demo to be set up to show how easy it is to manage those dozen portfolios within the tool.  #### Selection of Intellectual Property Management Software **Choose a selection team** The selection team should be composed of people using the software, namely lawyers, paralegals, and research and development professionals within the organization. IT should be involved in the selection process to weigh in on the interoperability of the software and how to best integrate the tool into the company’s technology stack.  **Final decision** The final decision should be collaborative and take into account the size of the IP portfolio along with any intended growth, the types of users that will be using the software, the number of IP assets, the price point, and any interoperability considerations.