Getting the Most out of your Patricia Installation

Getting the Most out of your Patricia Installation

Getting the Most out of your Patricia Installation PUG 2016 April 3rd - 5th PUG 2016. Budapest, Hungary April 3rd 5th Why do we do this? Otto: http://www.pckip.com/otto Patricia platform is well thought out

Database structure Archived file directory structure Client/server architecture Security/responsibility Leverage existing structure Extend Improve interactivity Integrate PUG 2016. Budapest, Hungary April 3rd 5th

How do we do this? Integration with existing Patricia infrastructure Direct database reads/writes Direct file reads/writes to archived documents Mimic Patricia functionality Both interactive and non-interactive programming Web-based portals (billing, reports) Thick client based tools (Outlook Add-In) Automated tools (pckdocs, patent scraper) PUG 2016. Budapest, Hungary April 3rd 5th

What do we do? 1. Web-based billing system Middleware between Patricia and NetSuite Allows for Clerk->Professional approval process Allows for ad hoc trust and discount application Web-based timer widget Automated invoice sending in PDF (w/previews) Uses combination of Patricia and custom DB Leverages Patricia workflows, terms lists Demo of maintenance fee payment

PUG 2016. Budapest, Hungary April 3rd 5th What do we do? (contd) 2. Patent scraper Utilizes EPO OPS API Nightly scanning/downloading of publications Follows Patricia workflows Updates diary fields, dockets publications Also scrapes CIPO for maintenance fee payment confirmation

PUG 2016. Budapest, Hungary April 3rd 5th What do we do? (contd) 3. Sortspoke Semi-automatic docketing Very generic Scanned documents are OCRed using AI Automated system validates data Updates diary fields, dockets document to

Patricia Documents tab, emails relevant parties Advances to reporting term which PCKDocs will deal with automatically PUG 2016. Budapest, Hungary April 3rd 5th What do we do? (contd) 4. Automated citation copier and IDS preparation Automatically copies citations to related cases Follows country-specific logic Assembles the IDS submission documents

Notifies professional for electronic signature Notifies clerk with term with attached documents PUG 2016. Budapest, Hungary April 3rd 5th What can YOU do? Database integration Structure is easy to learn Keys are easy to follow, adhere to SQL Server allows for adding UDF, SP easily

File integration with docs tab/citations Deriving locations is simple Mainly one DB table to reference Link between terms and documents obvious PUG 2016. Budapest, Hungary April 3rd 5th Thank you

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