WiNPAT — our client server solution for your entire IP management
With our comprehensive IP management solution WiNPAT, you do not have to make any compromises. Because WiNPAT reflects all the business processes of an IP law firm or IP department in a way that is flexible, scalable and individually adjustable.
WiNPAT is the trademark and patent management system with which you can perfectly map your individual business processes. You have maximum freedom in designing your workflows, form letters and batch processes. In conjunction with the portals, you can involve all stakeholders in the IP process without any gaps between media. So you always have the information you need for your work in the electronic file.
You decide which processes you need and want to use. WiNPAT is modular in structure. So there is no charge for unused functionality. WiNPAT can be adapted at any time to fit the size and complexity of your organisation. You are therefore investing in a future-proof intellectual property software solution.
WiNPAT — our client server solution
for your IP management
WiNPAT will guide you through the entire value added chain of IP management. For law firms or corporates, WiNPAT offers all the relevant functions for managing patents, trademarks and designs.
Workflow engine for the automatic generation of terms, form letters or emails
Transparent data storage and document filing in the electronic files
Comprehensive reporting across the entire data pool
Batch functionality for optimum support of mass processes
Integration of internal and external IP parties via portals
Regular updates on terms and fees
FUNCTIONAL AND PROVEN: WINPAT — IP MANAGEMENT SOFTWARE
BASIC FUNCTIONS OF WINPAT
Files
Files for trademarks, designs, patents and domains as well as for research, inventions, state of the art, third-party property rights, conflicts, contracts and licences.
Terms
Manual and automatic procedure-specific generation of terms in the files as well as clear presentation of terms in the terms diary.
Documents
Generation of documents and forms from the file and easy document import to the file through drag & drop.
Workflows
Procedure-specific workflows for generating terms, filling in fields and preparing form letters. Individual workflows for mapping your own business processes.
Persons
Administration of legal entities and natural persons with all relevant data and relations to files.
Annual fees
Reminders and due dates for all annual fees and automatic generation of payment lists.
Dashboard
Option to design your own opening screen with all relevant information such as several deadline diaries.
Classifications
Structuring portfolio by patent or trademark classes or on the basis of self-defined technology or product classes.
Usability
Parallel opening of several files, copying documents between files, simple moving and delegating of terms, and much more besides.
Search
Extensive search functions and display of additional information on the desired result as well as preparation of lists and export to Excel.
Emails
Email generation from the file – manually or on the basis of templates – including automatic attachment of documents; simple filing of emails by drag & drop.
Memos
Individual file notes in accordance with definable criteria such as phone memo, remark, comment, and much more.
Dynamic links
Automatic generation of links from the file to public databases when the relevant file references are entered.
Reports
Freely definable and storable SQL queries to the entire data pool.
Assignment of rights
Definition of read-only rights, read/write rights and execute permissions on the basis of users or roles.
MORE FUNCTIONS DESIRED? WINPAT CAN BE
EXTENDED BY ADDING MODULES
BASIC FUNCTIONS OF WINPAT
Files
Files for trademarks, designs, patents and domains as well as for research, inventions, state of the art, third-party property rights, conflicts, contracts and licences.
Terms
Manual and automatic procedure-specific generation of terms in the files as well as clear presentation of terms in the terms diary.
Documents
Generation of documents and forms from the file and easy document import to the file through drag & drop.
Workflows
Procedure-specific workflows for generating terms, filling in fields and preparing form letters. Individual workflows for mapping your own business processes.
Persons
Administration of legal entities and natural persons with all relevant data and relations to files.
Annual fees
Reminders and due dates for all annual fees and automatic generation of payment lists.
Dashboard
Option to design your own opening screen with all relevant information such as several deadline diaries.
Classifications
Structuring portfolio by patent or trademark classes or on the basis of self-defined technology or product classes.
Usability
Parallel opening of several files, copying documents between files, simple moving and delegating of terms, and much more besides.
Search
Extensive search functions and display of additional information on the desired result as well as preparation of lists and export to excel.
Emails
Email generation from the file – manually or on the basis of templates – including automatic attachment of documents; simple filing of emails by drag & drop.
Memos
Individual file notes in accordance with definable criteria such as phone memo, remark, comment, and much more.
Dynamic links
Automatic generation of links from the file to public databases when the relevant file references are entered.
Reports
Freely definable and storable SQL queries to the entire data pool.
Assignment of rights
Definition of read-only rights, read/write rights and execute permissions on the basis of users or roles.
MORE FUNCTIONS DESIRED? WINPAT CAN BE
EXTENDED BY ADDING MODULES
OPTIONAL FUNCTIONS/MODULES
Workflow packages
Over 200 business processes prepared, 50 official forms, 150 forms prepared and 830 deadline rules for law firms and industrial companies; monthly updates to rules and forms.
Incoming mail
Automatic allocation of emails from Outlook to files and persons with optional generation of terms or launch of workflows.
Incoming Mail Plus
Automatic allocation and filing of PDF files on the basis of file names or file reference recognition (for OCR/PDF) with optional generation of deadlines and launch of workflows.
Inventor’s bonus
Calculation of the inventor bonus on the basis of the Employee Invention Act and Directive including registration of product sales and automatic generation of letters to inventor.
Decisions
Freely definable dossier of files for upcoming decisions for review and subsequent processing via workflows.
Evaluation of property rights
Individual evaluation criteria and calculation of score to support and document decisions on the registration, subsequent registration, extension or dropping of property rights.
Report Plus
Preparation and storage of evaluations and reports with flexible design of data displayed and layout.
Data Quality
Freely definable set of rules for reviewing data inputs and their correction.
Registration of services
Registration of individual services for files or individuals and transfer of service items to outgoing invoices.
Invoice Management
Generation of incoming and outgoing invoices on the basis of invoice templates and freely definable fees on file.
Briefcase
Complete, read-only copy of the WiNPAT file in html including associated documents.
OPS Module
Downloading of texts, drawings, information from Open Patent Service and comparison of bibliographic data with the file.
IDS Module
Registration of state of the art in the process, assessment and clear presentation of the relevance and status of IDS at the US PTO and other countries with similar requirements.
Interface with payment institutions
Interfaces with the automatic export and data reconciliation with PAVIS, Dennemeyer, Ipan, CPA, CPI and Brandstock.
Pavis Connect
Interface with the PAVIS web server with real-time visualisation and cost preview.
Online Filing
Electronic registration of property rights via DPMAdirektPro, EPA Online / CMS as well as IGE.
EPO payment interface
The EPO online payment interface with electronic payment of annual charges and legal fees and inspection of the current account balance as well as generation of a corresponding incoming invoice to be passed on.
Accounts interface
Exchange of invoice data between existing accounting systems such as Sage KHK, DATEV and WiNPAT.
SAP interface
Setting up data exchange with SAP on the basis of customer-specific specifications.
Analytics plus
Analytical tool for presenting the portfolio on the basis of the WiNPAT report and for detecting data outliers and unfilled data fields to improve data quality.
KPI package
Individually definable data analyses and graphic presentation of IP key indicators as the basis for management and strategic planning.
Opt-Out sunrise package
Determining and automatically implementing opt-out decisions on the relevant portfolio by clients or cost centres.
Multilingual capability
User-specific setting and change of desired language (German or English).
DMS
Automatic storage of all changes to a document including the operative; prevention of memory conflicts if documents are called up simultaneously by means of an explicit check-out. Full text search built in.
Individual solutions
There are sure to be many more requirements for individual interfaces or functions. We are also happy to accept your requests as a challenge.
OPTIONAL FUNCTIONS / MODULES
Workflow packages
Over 200 business processes prepared, 50 official forms, 150 forms prepared and 830 deadline rules for law firms and industrial companies; monthly updates to rules and forms.
Incoming mail
Automatic allocation of emails from Outlook to files and persons with optional generation of deadlines or launch of workflows.
Incoming Mail Plus
Automatic allocation and filing of PDF files on the basis of file names or file reference recognition (for OCR/PDF) with optional generation of deadlines and launch of workflows.
Inventor’s bonus
Calculation of the inventor bonus on the basis of the Employee Invention Act and Directive including registration of product sales and automatic generation of letters to inventor.
Decisions
Freely definable dossier of files for upcoming decisions for review and subsequent processing via workflows
Evaluation of property rights
Individual evaluation criteria and calculation of score to support and document decisions on the registration, subsequent registration, extension or dropping of property rights.
Report Plus
Preparation and storage of evaluations and reports with flexible design of data displayed and layout.
Data Quality
Freely definable set of rules for reviewing data inputs and their correction.
Registration of services
Registration of individual services for files or individuals and transfer of service items to outgoing invoices
Invoice Management
Generation of incoming and outgoing invoices on the basis of invoice templates and freely definable fees on file.
Briefcase
Complete, read-only copy of the WiNPAT file in html
including associated documents.
OPS Module
Downloading of texts, drawings, information from Open Patent Service and comparison of bibliographic data with the file.
IDS Module
Registration of state of the art in the process, assessment and clear presentation of the relevance and status of IDS at the US PTO and other countries with similar requirements.
Interface with payment institutions
Interfaces with the automatic export and data reconciliation with PAVIS, Dennemeyer, Ipan, CPA, CPI and Brandstock
Pavis Connect
Interface with the PAVIS web server with real-time visualisation and cost preview.
Online Filing
Electronic registration of property rights via DPMAdirektPro, EPA Online / CMS as well as IGE.
EPO payment interface
The EPO online payment interface with electronic payment of annual charges and legal fees and inspection of the current account balance as well as generation of a corresponding incoming invoice to be passed on.
Accounts interface
Exchange of invoice data between existing accounting systems such as Sage KHK, DATEV and WiNPAT.
SAP interface
Setting up data exchange with SAP on the basis of customer-specific specifications.
Analytics plus
Analytical tool for presenting the portfolio on the basis of the WiNPAT report and for detecting data outliers and unfilled data fields to improve data quality.
KPI package
Individually definable data analyses and graphic presentation of IP key indicators as the basis for management and strategic planning.
Opt-Out Sunrise package
Determining and automatically implementing opt-out decisions on the relevant portfolio by clients or cost centres.
Multilingual capability
User-specific setting and change of desired language (German or English).
DMS
Automatic storage of all changes to a document including the operative; prevention of memory conflicts if documents are called up simultaneously by means of an explicit check-out. Full text search built in.
Individual solutions
There are sure to be many more requirements for individual interfaces or functions. We are also happy to accept your requests as a challenge.
WINPAT PORTALS
FOR INTEGRATING INTERNAL AND EXTERNAL PARTIES
Solicitor portal
Access for external solicitors to the property rights portfolio which they represent. Definable scope of visible information and exchange of data and documents.
Inventor portal
Company-wide platform for submitting invention disclosures by Wizard or as a document. Provision of information on invention reports, state of the art or the property rights portfolio.
Decision-maker portal
Filing of decisions on the registration of invention disclosures, subsequent filings, validations, nationalisations, renewals and much more besides on the basis of deadlines and a clear presentation of information relevant to the decision-making process.
Info Portal
Freely configurable overviews of invention disclosures and property rights portfolio of a company.
Client portal
Clients’ online access to their property rights portfolio with the option for document exchange, recreating orders or decisions such as renewal.
ADDITIONAL PAID PORTALS
Solicitor portal
Access for external solicitors to the property rights portfolio which they represent. Definable scope of visible information and exchange of data and documents.
Inventor portal
Company-wide platform for submitting invention disclosures by Wizard or as a document. Provision of information on invention reports, state of the art or the property rights portfolio.
Decision-maker portal
Filing of decisions on the registration of invention disclosures, subsequent filings, validations, nationalisations, renewals and much more besides on the basis of deadlines and a clear presentation of information relevant to the decision-making process.
Info Portal
Freely configurable overviews of invention disclosures and property rights portfolio of a company.
Client portal
Clients’ online access to their property rights portfolio with the option for document exchange, recreating orders or decisions such as renewal.
