Services

Cloud based subscription or in-house installation

Trademark Modules:

Trademark Records with TESS, TSDR access and Audits

Disputes & Litigation with TTAB access and Audits

Docket with auto Deadline and Reminder Calculations

Scheduled Email Docket and Client reports

Document & Emails indexing and storage

Companies Management

Auto Trademark data intake for 45+ Jurisdictions

TM Practice Guide for all Jurisdictions

Pre Search for over 100 jurisdictions

Intellectual Property Management:

Searching

Assignments

Domain Names

eCommerce

Copyrights

Designs

Patents

Calendar Sync

Pricing

With a tiered modular pricing structure your TM Cloud system can grow and expand to suit your business needs. Only pay for what you need!

Features

TM Cloud's features give you flexibility and help you gain efficiency

I use several hosted services as part of my practice and none come close to providing the efficiency I enjoy with how TM Cloud manages my docket of over 1200 trademark filings. The service is intuitive and complete, and the switchover from the docket service provider I used before was seamless. If I built my own cloud-based service, it would look a lot like TM Cloud.

TM Cloud is aptly named, as using it is a breeze. The software is mostly intuitive and for anything that's not, their customer service is top notch. I strongly recommend TM Cloud to meet your trademark docketing needs.

I find the TM Cloud system very intuitive, intelligent and powerful which allows me to do vast amounts of docketing, such as file intake, with very little effort. Although the system is highly customizable, it works just great without having to do any set up at all so you can add tweaks as you go without it really ever demanding any real attention.

Blog

Louis Stevenson
7/13/2016

Reports: The Power of Presentation

One of the biggest complaints you hear about trademark docketing and management software is the difficulty of running reports. Most systems provide a selection of standard or “canned reports” but canned reports has become a pejorative term; it seems no-one likes them and they can’t usually be changed. “Custom” reports are just as bad; the experience there is of wasted time, trial and error, and an unsatisfactory result.

Reports are in many ways one of the most important parts of a docketing system. Content has to be correct, but presentation is just as important. An attorney’s work product, the face shown to the client, is often a piece of paper containing a report, an opinion, or a list of deadlines.

So what kind of reports should you expect?

At TM Cloud we provide three types of report.

1. Excel reports

Excel reports are the most widely used and the most popular, because of their flexibility and familiarity. But they should come pre-formatted, to look their best, and be amendable, to take care of the old rule, that whatever standard reports are provided they are not exactly what the user wants. You must be able to add and remove fields, and change their positions, the sort order and emphasis. A drag and drop settled on your perfect report and made it the default, then you need to be able to select a set of records, (one click) go to the reports menu (one click) and run the report (one click).

Excel reports are editable but can also be saved as PDF. We also provide CSV reports which are useful for internal use, and for large reports (500 rows or more).

2. PDF reports

PDF reports tend to be fixed and not editable, but are good from a presentation point of view. They are attractive if well designed, with headers, footers, pagination and branding logos, but their basic creation is best left to programmers. Customized PDF reports are another User option.

3. Template reports

Templates are used to produce merge documents and standard correspondence and emails. Historically they have been difficult to set up and were usually run on a record by record basis. Now things have changed; template editors have the editing capabilities of Word, with the addition of a drag and drop interface for inserting fields and tables.

In TM Cloud, list reports can be set up as templates, and run from search results hit lists. This gives the user complete authorship of the end result, with output as html, a Word document or PDF. One tip for programmers, on how to design trademark docketing and management software: start with the output, the reports the User needs, and work back from there.