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

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

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