Fires rules that create and date the next docketing tasks the moment a matter's status changes, with no manual entry.

Watches for e-Office Action emails and pulls the documents into the matter the moment they issue.

Reads Patent Center XML and populates bibliographic fields on the matter without re-keying.

Parses the 892 and adds each cited reference to your prior art list, ready for an IDS.

Pulls references and citation data straight from Espacenet into the matter, with no manual lookup.

Posts new AppColl invoices to QuickBooks Online for you, with no double entry.

Pulls payments recorded in QuickBooks back onto the matching matters and invoices.

Compiles trust-account activity into bank-ready reconciliation reports on demand.

Turns inbound email into matter tasks the moment it lands in a dedicated inbox.

Captures matter email and files it to the right matter, so nobody has to save it by hand.

Threads every saved email into a per-matter inbox so correspondence organizes itself.

Sends documents for signature and files the executed copy back to the matter on completion.

Routes documents through Acrobat Sign and returns signed copies to the matter automatically.

Turns live matter data into line, bar and pie charts, with no exporting to a spreadsheet first.

Runs reports on a set schedule and emails them to clients for you, delivering recurring status with zero effort.

Scans every matter and contact's metadata for conflicts in a single pass.

Flags adverse relationships and overlapping technology keywords as it searches.

Syncs portfolio data to a branded client portal in real time, with no status emails to write.

Mirrors dockets between two AppColl accounts automatically as matters update.

Summarizes, researches and drafts across your matters with AI, taking the busywork off your plate.