Your Matters

22 articles

​Timeline Entries

The timeline allows you to add your own entries to the timeline, edit the ones we provide, and gives you full control over their notification schedule, custom tags, and calendar synchronization.

Updated by Sophia

Adding Collaborators

To manage your collaborators, click the Collaborators icon on the left. If you belong to more than one firm or company, verify that you're editing the correct organization's collaborators. The organi…

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Associating Collaborators with Matters

Assigning a Collaborator

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Adding a Custom Tag

How to tag a matter for easy filtering

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Using International / State Smart Statuses

How to use the "smart status" renewal rules on your international and state trademarks.

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Changing Information in a Filing

For filings whose data is not pulled directly from an IP office, you can edit any information in the filing. For filings whose data is pulled directly from an IP office, you can change any informatio…

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Removing Filings

To remove any docketed matter, click “View Details” next to the filing you wish to remove. On the detail page for the matter, scroll to the bottom of the page. Click the "Delete" button to remove the…

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Relating Matters

How to use the Related Matters function

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USPTO Patent Smart Status List

List of USPTO Smart Statuses to assist in docketing patents.

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Automatically Adding Entries

As part of your account customization, we can add programmatic rules to your account that will automatically create custom tasks when certain events occur. For example, if you want reminders to be du…

Updated by Sophia

Export Fields for Trademarks

Timeline Related Fields. Action The text of your deadlines and tasks Due Date The date the action is due End of Grace Period The end of a renewal grace period Start Date The first date available to f…

Updated by Sophia

Trademark Duplication

Alt Legal allows you to duplicate the data from any trademark and use it to create a new trademark that maintains the docketed information. For example, maybe you'd like to duplicate a WIPO mark to c…

Updated by Sophia

International: Date-Based & Underlying Right Statuses

Our software uses a feature called a "Smart Status" to generate international maintenance and use deadlines in specific jurisdictions. In certain jurisdictions, there are multiple statuses that could…

Updated by Charles Amoako

Trademark Data Review

Overview. Your non-USPTO/CIPO have the option of connecting to a third-party trademark data aggregator to populate the bibliographical data of your trademarks. In order to connect to the data aggrega…

Updated by Sophia

Jurisdictions Based On the Renewal of Another Jurisdiction's Mark

In certain jurisdictions, you're able to extend your EU, UK, or US IP rights to those jurisdictions after completing local formalities. These jurisdictions that allow the extension of IP rights in ot…

Updated by Sophia

Adding Files to Matters

Every matter type, including custom matter types, allows you to upload your own files and documents and keep them securely with a specific matter. Your files are securely held and encrypted in transi…

Updated by Sophia