FlexTrac Erfahrungen

Very good product

Kommentare: I have been working with this produce for over 10 years now. They are very responsive when there is a problem; other than the slowness of their cloud system, I have no complaints. They listen to our requests and have several times, modified their software to include our suggestions.

Vorteile:

The features and flexibility of the software is the best that I have found in this price range.

Nachteile:

My docket (access) is on their server (cloud) and it is not as fast as I would like it to be. Other than that, it is a pretty darn good product and I strongly recommend it.

This is the Software to Buy if you are a Trademark Practitioner

Vorteile:

As a 3-lawyer; 3-paralegal intellectual property law firm, we have been happily and successfully using FlexTrac software to docket and keep track of our clients’ worldwide trademark portfolios for over 20 years. Representing large companies, some of whom are billion dollar public entities, with trademark filings in over 100 countries worldwide, it is always essential for us to maintain accurate records in order for us to not only provide 5-star service to our clients but to be able to compete on a high level with all those behemoth law firms that are always interested in representing our clients. Not only has FlexTrac been a pleasure to work with all of these years in terms of pricing and tech support but the database output from their software in terms of trademark reports that we provide to our clients are much more user-friendly and readable than the outputs of the $100,000+ trademark database software programs that the big firms all seem to use. We originally started using FlexTrac because of the relatively low licensing fees but now you couldn’t get us to switch even if one of the big software developers offered us their $100,000 software for free. This is especially true since we started using the Cloud-based FlexTrac software about 2 years ago. Our internal concerns of backups, losing data or crashing servers disappeared at that point. It would be my pleasure to talk to any prospective customer of FlexTrac to tell them how pleased we have been for 20+ yrs.

Nachteile:

There is nothing about this software that we do not like.

Fine IP docketing software

Kommentare: It is very inexpensive and does its job just fine. The technical staff go out of their way to help resolve issues.

Vorteile:

The software is cloud based and includes all of basic features an IP firm needs for matter docketing.

Nachteile:

The software is not a true cloud based system. The software is a classic piece of software that is wrapped in a cloud based system (kind of like a remote desktop).

Good program for docketing and preparing drafts from templates

Kommentare: We are using FlexTrac to generate letters to our client, to docket our deadlines, and generate our responses to the USPTO. FlexTrac meets most of our needs for these three applications.

Vorteile:

I like how customizable the program can be made for specific clients. Each of our clients have very specific reporting specifications and with the program we can create new fields for reporting. For example, one client requests specific tracking numbers to be included in the email subject lines, and with the program we were able to do that by creating a new field to be filled when generating a template. Also one of our clients requests reminders more months in advanced than what is already programmed, and we have been able to create a rule to send the reminders earlier using the Reminder Rules.

Nachteile:

For foreign applications, I wish there deadlines for filing a response were pre-programmed in for more common countries. I noticed that they are in there for Canada, but would appreciate Europe as well. That said, the program is flexible enough where we can input the deadlines regardless.

FlexTrac Summer Review

Kommentare: FlexTrac is great at providing a reminders list to all of our docketed cases, which helps our firm from missing any deadlines.

Vorteile:

FlexTrac is fairly easy to learn, and it keeps up to date with the United States and Patents Trademark Office (USPTO) rules. For Example, the change in how a user logs into the USPTO system, also affected how Flex Trac Scraped with the USPTO system. Flex Trac updated their system to work with the USPTO system, which allowed their system to scrape with the USPTO system. Whenever, I have a question on how to docket a particular case, the customer service is always willing to help walk me through any issue. For Example, I typed the wrong case number, and needed to correct the number. The customer service walked me through on how to change the number.

Nachteile:

The Scrape part of FlexTrac tends to give us problems, but this is not necessary a problem with FlexTrac. Their are times the problem has been on the other end with the USPTO sytem.

Probably best option for a low budget and small practice

Kommentare: Overall positive, back when I was making several calls to get things changed or make suggestions, several of the suggestions were taken, some were not but several were.

Vorteile:

(1) It interfaces with MS Word and MS Outlook to automate email and document generation; (2) It is customizable in that I can turn some of the reminders off and create custom reminders.

Nachteile:

I wish it were even more customizable. There are some reminders that cannot be turned off or changed without affecting/turning off other reminders. Also, there was initially a software to automatically import details from Private PAIR but initially it had so many bugs that I could not use it. That was several years ago and I have since not used it at all. With new releases there are sometimes new bugs, for example currently with coypright matters the screen resets the view each time I go to the copyright matters and I have to adjust the view every time just to see my copyright cases.

Best IP docketing & form system for small practices

Kommentare: Automated reminder reports help me stay on top of upcoming due dates. Modifying forms to my preferences is pretty easy.

Vorteile:

It understands both domestic and foreign patent and trademark docketing and forms requirements. It allows us to use their forms and add our own customizations.

Nachteile:

Not always easy to figure out where to access a desired function. Default docketing dates may not always line up with best practices.

FlexTrac is an Acceptable Program

Vorteile:

Overall a functional program that does everything that a firm needs it to do at a reasonable price.

Nachteile:

Somewhat slow responses to errors in auto-date calculations or programming errors that result in incorrect auto-docket dates--sometimes it can take over a month to get issues corrected.

Great for small organizations

Kommentare: It's a solid, functional product that we have been using for a decade. The customer service has been very good, very responsive.

Vorteile:

Very functional and usable out-of-the-box, without making firm-specific customization. Online, web-based, so I don't have to worry about installing updates and can access it from multiple computers (work, home, laptop). It's very affordable for a small firm.

Nachteile:

It's not the prettiest interface -- there are some fields where the entire label of the field isn't visible, or the label partially blocks the data entry box. There are some things that are not intuitive -- "search" and "exclusive" search are in different toolbars on the main docket page, for instance, and running reports took more trial and error than I would have liked.

Excellent IP docketing software for the price.

Kommentare: It's been great. As a solo practitioner, it allows me to track my deadlines in minimal time.

Vorteile:

Ease of use, intuitiveness, easy to learn.

Nachteile:

The ability to create new reports and forms is a bit limited and tedious. But other than that, it's a fantastic software product that I've used for over 20 years and wouldn't change at all.

Loads of flexibility, sharp learning curve

Kommentare: I initially started using FlexTrac just for docketing. I drafted all of the forms from the USPTO form database and drafted all reporting out letters from Word templates. Over time I have started to use more of the FlexTrac forms (other FlexTrac forms are not always up to date) to merge data into forms and merge data into reporting out letters and email formats. My use of additional features in FlexTrac has increased significantly this year alone. It is frustrating when features do not work and there is no response from support to fix the issue.

Vorteile:

Love all of the custom forms, the ability to customize reminders, letters and email merge forms, the reminder list is simple and easy to keep track of tasks, makes for a consistent automated practice.

Nachteile:

Lack of integration with time tracking software, billing software, lack of client intake, customer support is slow to respond, you end up having to figure out things on your own or wait a long time for a response from the support team

FlexTrac Review

Kommentare: Other than a few questions at the beginning, the learning curve was minimal and the program has worked as I hoped. Without this type of system, I can't imagine trying to keep track of deadlines.

Vorteile:

FlexTrac makes it very easy to keep track of our trademark deadlines, adding new marks and printing reports.

Nachteile:

I noticed after the last update that any trademarks that were abandoned are no longer available to see. The "status" dropdown doesn't even include abandoned any more. I wish I still had access to see those marks.

Still the best docketing software

Vorteile:

Accurate due date calculation; ability to download USPTO PAIR case data and automatically populate fields in FlexTrac database (perfect when cases are transferred in); and integration of docket data with forms (USPTO or your own creation) as it saves time and eliminates keystroke errors.

Nachteile:

Being a docketing tool the software does want to remind you about everything, which sometimes gets overwhelming if you are a solo or small firm. One good patent secretary can easily overcome/regulate this issue.

Old Reliable Workhorse

Vorteile:

- it works. - it is reasonably priced. - tech support and billing support are excellent.

Nachteile:

- the user interface is outdated. - the lack of a sleek Web-based interface is a problem. - we use it on a Web-based PC and access it through a remote-desktop application. This is crazy in 2018. - the mechanism for handling references and populating IDS's is terrible. - it needs to automatically populate USPTO XML-based forms perfectly.

Feature Rich IP Docket Solution

Kommentare: The Flextrac staff was very helpful in our data conversion and implementation from prior system.

Vorteile:

The form library is very comprehensive and easy to use. The domestic docket rule set is also very accurate and makes docketing simple and reliable.

Nachteile:

Absence of prior art tools for international patents. We are hopeful this can be enhanced in a future release, as we currently have to track this with a separate database.

Flextrac review

Kommentare: Made organization much easier.

Vorteile:

Very intuitive. Includes all functionality that is required to be a practicing IP attorney.

Nachteile:

Odd that I can't keep a list of OAs... I have to delete the old one and add a new one.

Useful to improve efficiency of US Patent & Trademark Office practice

Kommentare: Technical support by the rep was exceptional.

Vorteile:

Comprehensive and functional with relevant features. Affordable monthly subscription for a practice of my size.

Nachteile:

No version of the software for my MacBook Pro.

Easy to use, reccommend profession admin user provided by Flextrac

Kommentare: You have to have a system like this to keep up with docketing

Vorteile:

price and functionality for smaller firms

Nachteile:

all these systems require a learning curve and diligent application, if you're a lawyer, I'd recommend hiring someone to do it for you

Positive Experience with FlexTrac

Kommentare: Very good.

Vorteile:

It is user friendly and appreciate the different colors that represent certain timelines.

Nachteile:

Running reports can be a little confusing.

FlexTrac review

Vorteile:

Every function/reminder/docketing item I need is standard. Very easy to use.

Nachteile:

Slow to load, occasionally. That's really the only negative I can think of.

FLEXTRACK

Kommentare: Handle everyday patent and trademark docketing.

Vorteile:

Fast, holds important information and has good set of reminders.

Nachteile:

Some of the search features for generating reports are cumbersome, particularly with respect to drop down menus needed for filtering.

FlexTrac review

Kommentare: FlexTrac is a great tool for calendaring prosecution, trademark and copyright applications.

Vorteile:

The program is very user friendly. The program calculates dates which makes my job easier so that I can calendar items that will be due.

Nachteile:

I do not like that the program keeps items on the docket and will not let you delete an item that does not apply.

Great Value for IP Docketing

Kommentare: This software represents great value for the subscription fee paid - it is solid and gets the job done.

Vorteile:

The docket rules are continually updated and the forms autofill from the database saving a lot of time in filings and renewals.

Nachteile:

There currently is no support for Prior Art with foreign filings (only domestic).

FlexTrac review

Kommentare: We are a small IP firm that does a combination of prosecution, trademark, copyright and litigation matters. FlexTrac makes docketing items very easy and allows me to keep accurate information on approaching deadlines.

Vorteile:

FlexTrac is a very user friendly and generates detailed reports that I am needing.

Nachteile:

FlexTrac does not always update their information tabs with the help menu provided. There are icons that appear in the option tabs, but there is no explanation for the icon when I select the help tab.

FlexTrac Review

Kommentare: FlexTrac has made tracking deadlines and maintaining our IP portfolio much easier.

Vorteile:

The reminder reports have been very useful and has made my job of tracking deadlines much easier.

Nachteile:

The import reminders feature on Outlook has given me problems. It tends to not push reminders through.