First to File Reviews & Product Details

What is First to File?

First to File is the only IP document management system tailored to IP documentation and correspondence. Combined with powerful workflows that can revolutionise your operations it is the perfect choice to increase efficiency and minimise paper storage. First To File transforms the work of IP professionals by automating the storage and management of IP documents worldwide. That means access to more than just files, but also the knowledge you’ve built around them. First To File focuses on meeting the challenges of IP departments and law firms. With more than 2,000 users globally, First To File saves hundreds of thousands of dollars in unproductive time, storage/courier fees and workflow inefficiencies. First To File helps you: Accelerate productivity and collaboration using the workflow module on document development, by flowing cases through contributors and reviewers with actions and due dates. Save storage and courier costs associated with traditional IP case documents through centralised electronic document storage that enables 24/7 access to any user, at any time Consistently manage IP documents by synchronising case numbers, case data and case documents with existing IP docketing systems Easily upload documents, correspondence and background information to cases from email systems, desktops, scanners and the USPTO Track status of case development to ensure documents are developed to deadlines and resources are optimised Why go paperless? Corporations and firms expect their partners to communicate and collaborate digitally The global economy is forcing organisations to do more with less Sustainability has become a corporate mandate Users have become increasingly comfortable with digital documents It allows you to save time, save money and improve quality of work First To File enhances effective collaboration. As a SaaS-based technology, it enables global companies to share a single database and access documents from any location. And, with extensive user management tools, First To File extends access to external parties—whether that’s outside counsel, clients of law firms, investors or foreign agents. First To File is designed to integrate with your docketing system to accurately populate case data—all docketing systems are supported First To File is tightly integrated with Microsoft Office®, Lotus Notes®, Gmail® and Adobe® applications First to File provides the Tri-Fold™ view making it easy to view and access information. First To File maintains SSAE16 (SOC1) and ISO27000 security audit compliance ratings First To File was built by people who understand the file-heavy work of IP management. It organises IP documents, history and correspondence into central online cases, using tri-fold and bi-fold formats familiar to IP professionals. Adoption is intuitive, relieving the administrative burden almost immediately.

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Provided by:
Haydn Evans

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CPA Global
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Saint Helier, UK
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Companies Using First to File

Young & Thompson

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"Lives up to everything as presented."

What do you like best?

How user friendly it is. Ease of populating and the add-ins for the various software in Microsoft - Outlook, Word, Adobe. Customization of sub document types really was helpful

Up to easily customize for our needs.

What do you dislike?

Hard pressed to think of anything. Would say the speed can be an issue occasionally. Main downfall is the odd limitation on number of document sub-types for each document type. Would prefer a total limit and then the ability to parse the sub-types as desired.

Recommendations to others considering the product:

Take the time when implementing to think things thru well in advance. The time spent up front is well worth it when going live.

What problems are you solving with the product? What benefits have you realized?

Reduced our office footprint ten-fold. With so much telecommuting and business travel, having all our files accessible no matter where we are is ultra-efficient

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First to File User Ratings

Ease of Use
Average: 8.5*
Quality of Support
Average: 8.7*
Ease of Setup
Average: 7.9*
* Intellectual Property Management Category
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