FoundationIP Reviews & Product Details

What I like best about FoundationIP is its flexibility and efficiency. I appreciate the ability to automate activities while still being able to customize and edit individual items when necessary. The built-in country laws are extremely valuable, especially because we can configure specific activities based on each country’s requirements.

FoundationIP’s built-in automation has helped streamline our staff’s workload and save countless hours. By automating and improving our workflows, team members have more time to expand their knowledge, develop new skills, and grow in their careers.

I also like having everything organized on one screen, with easy-to-use tabs that allow us to quickly access the information we need. I have used several other docketing systems, but FoundationIP consistently stands out as a frontrunner for me. Review collected by and hosted on G2.com.

The biggest downside of FoundationIP is the limited ability to edit system-generated activities to meet our firm’s specific needs. I also feel that country-law updates often take too long to implement. With so many legal changes on the horizon this year, I would like to see the country-law team respond more quickly and provide timely updates so firms can maintain accurate and reliable docketing practices. Review collected by and hosted on G2.com.

FoundationIP is an easy-to-use IP docketing application that enables docketing staff to enter and remove deadlines efficiently while providing attorneys and legal teams with convenient access to review and monitor their matters. The system also includes advanced reporting capabilities, allowing users to generate detailed and customizable reports that support a wide range of practice needs. In addition, questions and issues are addressed promptly, and users receive clear, thorough notifications whenever problems arise. Review collected by and hosted on G2.com.

Questions about specific country laws can take longer for responses. Review collected by and hosted on G2.com.

Creating reports which are very helpful for our clients and also our attorneys and paralegals. Creating workflows which are helpful to our team. Review collected by and hosted on G2.com.

There are areas for improvements and Clarivate is working on improving in many areas. Review collected by and hosted on G2.com.

One of the main advantages of FoundationIP is its user-friendly interface, which allows users to easily access and manage their IP portfolios from any location with internet access. The software offers a range of features such as automated data capture, document management, portfolio tracking, analytics, and reporting tools that can help organizations streamline their IP management processes and improve their decision-making. Review collected by and hosted on G2.com.

relatively expensive compared to other IP management solutions, especially for smaller organizations with limited budgets. Review collected by and hosted on G2.com.

The ability to integrate several features with our IP docketing platform would be a tremendous asset and is why we chose the platform. Unfortunately, two years in and we have never received the benefit. The ineptitude of the team and the constant employee turnover throughout the move to Clarivate has resulted in repeated implementation delays. Two years in and we continue to face months of delay from the development team. Review collected by and hosted on G2.com.

The customer service is terrible. At one point, shortly after the acquisition of CPA Global by Clarivate was finalized, the initial implementation was still incomplete and they decided to invoice us for the implementation. The agreement was that the implementation project would be invoiced on completion. We spent months back and forth, during which the management insisted the implementation was complete while the development team was telling them and us the project was still incomplete. Meanwhile, we still did not have the working implementation we had ordered. We were finally able to get the left hand to talk to the right hand; they agreed the implementation was incomplete, apologized for the confusion, and agreed to begin working again to complete the implementation. We began working again in early fall of 2021 with the development team to complete the implementation. Now, in early 2022 and more than two years after we initially began the implementation, we are still facing months of delay from the development team. They've demoed a great product but have been incapable after 2 years to fully deliver the product they demonstrated to us. Review collected by and hosted on G2.com.

Easy to access my cases and view history of the case that is being drafted as a provisional or non-provisional patent application or being prosecuted before the United States Patent and Trademark Office (USPTO). Calendar view of billing history. I can search by docket number very easily. It is easy to search by attorney docket number. It is easy to enter and release billing entries. Review collected by and hosted on G2.com.

It is very difficult to view billing history for each case. Oftentimes, I have to go through multiple different tabs and windows to do this. Also, I cannot search by USPTO (United States Patent and Trademark Office) application number. I cannot search by client file number. I can only search by attorney docket number and need to know the attorney docket number to find information about a case. Review collected by and hosted on G2.com.

We like the ability to create custom docketing templates as well as the tags and categories features. The software is updated frequently, so we feel we can trust the rules being applied when we docket new tasks. We like being able to maintain our docket ourselves, relying on FoundationIP for support when necessary, but without having to use an expensive third party provider. Being online-only is a major plus for our firm since we were paperless from the start. We don't have to download or set up clunky software on our firm computers and can just set employees up with a login to the FoundationIP website. Review collected by and hosted on G2.com.

Some of the standard docketing templates need to allow for more customization. For example, docketing the receipt of an interview summary from the examiner also dockets supplemental IDSs (which can be turned off) and a response that we will never file. It would be nice to tell the system at a higher level that the task isn't necessary or get an option like there is for IDSs. Another thing that would be nice is a way to reliably change between matter types after opening a new matter. A client may instruct us to file a US-nonprovisional application, which we open in the docket, then change their mind that they want it to be filed provisionally or PCT first. This requires deleting the US-NP that we originally opened and reopening another matter with the new designation. Not doing this risks rules not being applied properly. Review collected by and hosted on G2.com.

The Cloud Portal is an amazing feature for FoundationIP. You can review and track your docket in real time Review collected by and hosted on G2.com.

I have not found anything that I dislike at this time. Review collected by and hosted on G2.com.

Freelance, I worked for a firm to integrate their portfolios on Foundation IP. The software is very intuitive. I preferred the English version to the French version. Having worked on other IP software before and I have noticed both positive and negative points. Review collected by and hosted on G2.com.

You have a tab showing the assignment with the date of registration to the Offices but the changes concerning an applicant are not limited to the assignments. It's interesting the change of name and address of the applicant. To upload the documents, it was not possible to put email in format .eml (mac). For the constitution of reports (deadlines, annuities, etc.) there is less intuitive. Review collected by and hosted on G2.com.

Capability of having all matter data in one place. Ability to sort and search results. Review collected by and hosted on G2.com.

The person entering data does not seem to have sufficient knowledge of how to properly apply trademark rules using the software. I would like easier ways to edit and create our own reports. I thought the docketing and paralegal rates were too high. Review collected by and hosted on G2.com.