WorldSuite
IP Portfolio Management System
Questions this tool can help you solve
Is all the information on a mark available at your fingertips?
Are you worried about missing a deadline?
Would you like to create quick reports?
Can you access your portfolio from anywhere in the world?
Are you concerned about the security of your data?
Is the thought of comprehensive IP Management in one program appealing?
Do you want to know the total cost of a specific conflict?
Registers' Coverage
Trademarks
Patents
Domain Names
Industrial Designs
Conflicts
Litigations
Oppositions
Agreements
Licenses
Ownerships
Etc.
Description
WorldSuite® is a market leading trademark & patent
portfolio management system. It is a client server based
application with Internet capabilities, which facilitates
the management of trademarks, patents, domain names, industrial
designs and all related matters.
Read
WorldSuite brochure
WorldSuite Installation Guide
Main Features
Comprehensive Portfolio Management
No portfolio size limits
Management of IP records according to the legislation of the applicable jurisdiction
Automated agenda to consolidate all tasks (official and user defined)
Security
Unparalleled market leader in this field
Administrator rules multi-site access, highly adaptable by user or group of users for all modules
Consultation of modifications in the history tables
Users located at different sites may access only their data for modification and consult the other if allowed by the administrator for report purposes
Flexibility
Advanced user-management, with individual settings & permissions
Workflow processes defined to reflect the degree of current internal automation
Multi-languages
User changeable captions and tips for any field in the system
Two different user defined plus one default grid layout, possible for working and printing
IP Laws Updates
Quarterly worldwide law updates for trademarks, patents, domain names and designs
Official actions included such as: annuities, opposition deadline, renewal, tax payment, use required, proof of use, affidavit, etc…
Over 300 territories and agreements covered
Due Date Reminders are Automatic
Reminder of due dates until completion for trademarks, patents, domain names, design and matters
Schedule due dates for tasks such as administrative objections, affidavits, renewal order, tax payments and watch files
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Automation Tools
Comprehensive set of Wizards to assist users
Document generation (Microsoft® Word) provides for the automatic update of fields and/or completion of tasks
Deliver batch reporting documents for all modules by email or fax
Architecture & Platforms
Multi-site operation through client-server architecture Microsoft® SQL 2000
Installation on Windows® XP or Windows® 2000 terminal server
Supports Citrix® environment
Internet read only access with high security level
Queries & Reports
Unique multi-module querying capability
Save and share (also over internet) your most frequently used queries
Easy columnar reporting through drag-and-drop principle
Create reports quickly and easily in a variety of formats
Documents
Templates are easily customisable
Official forms available directly in the system (USPTO, PCT, EPO, Madrid, CTM)
Over 200 ready to use report templates
Preview report before printing
Attach documents of any format to WorldSuite® records
Export records in HTML, ASCII, EXCELL or XML
Cost & Invoicing Management
Cost & Invoicing module to complement your current invoicing system
Based on the milestones, the system will suggest the appropriate items, which may be invoiced
Management of bookkeeping documents (which items will be printed on which invoice/credit note)
Other Outstanding Features
Transfer manager performs mass changes to your portfolio
Check the entire data base for consistency and integrity
Goods & Services as filed and registered in Multi-languages is possible
Define your own Goods & Services descriptions
Include your logo in colour
Manage Madrid Agreement and Protocol, European Community and national trademarks
International classification, Hague classification
Manage PCT, EPO, ARIPO, OAPI and Eurasian patents
Create proper rules for generating automatic actions reflecting your own method of working
Data Conversion & Support
Conversion of data done to your specification
Highly qualified support team. Answers to your questions are provided in less than one working day
Help available via phone, fax, email and our web pages on www.edital.com
Support offices in Brussels and Chicago

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Your Advantages!
Time-saving tools: Copy record wizard, Mass Filing of IP rights, WIPO tools, PCT tools, Find & Replace
User-friendly drag-and-drop reporting: The user defines what will be displayed in the report, and how the information will be grouped and sorted
Query builder: Ability to search multiple fields and modules
Automation: An ideal solution for avoiding human error
Document generation: Documents are generated straight into MSWord, based on MSWord templates for easy customisation
Information sharing: Worldwide Internet access. Remote connection (optional) to the database for consultation purposes, using an Internet-browser only
Multi-site: All your offices anywhere in the world using one database
Agenda: Complete, query-able agenda for all tasks for pro-active and timely workflow
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