Intellectual Property Management Software

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Intellectual Property
Management

Prosecution Manager™

AppColl
Prosecution Manager (PM)

AppColl Prosecution Manager is an end-to-end intellectual property management platform built for law firms, covering everything from docketing and billing to document storage and client collaboration.

Core modules handle US patent, trademark, and PCT workflows, while PM Plus adds a full automation layer with USPTO sync, QuickBooks, DocuSign, and more.

9 modulesDocketing to conflicts
30+ featuresPM Pro + PM Plus combined

PM Plus is our most powerful product for law firms.

Built for teams that want to reduce manual work, eliminate bottlenecks, and stay ahead of deadlines without the overhead. Automated task creation, trigger-based workflows, email notifications, and more, so your team spends less time managing the system and more time managing your clients' IP.

Includes comprehensive billing, invoicing, LEDES export, QuickBooks Online integration, and the full suite of automation features.

The plan we recommend for any firm looking to get the most out of Prosecution Manager.

The PM Plus Difference

Every hour your team spends logging into Patent Center, forwarding emails, reconciling QuickBooks Online invoices, or hand-entering examiner citations is an hour that doesn't bill. These are the upgrades that pay for themselves.

USPTO Automation

Every e-Office Action email is parsed, Patent Center documents are pulled, and the right docketing tasks are generated and attached. Includes 892 Processing: AI extracts and downloads examiner-cited references automatically, keeping your prior art current.

QuickBooks Online Sync

Invoices created in Prosecution Manager push to QuickBooks Online with line-item detail and PDF attached. Payments entered in QuickBooks Online sync back. Same numbers, both systems.

Automated E-Signatures

Send an inventor assignment or engagement letter, auto-remind the recipient, and store the fully-signed document against the matter, all without lifting a finger after setup.

Advanced Graphical Reports

Respond to client report requests in seconds. Customizable charts aggregate portfolio data, and you can schedule automatic emails to stakeholders on any cadence.

Tandem Client Portal

A secure, branded portal where clients see matter status, upcoming tasks, and shared documents, with field-level controls over exactly what they can see.

Send & Save Email

All IP-related email is sorted on a matter basis. Send from Prosecution Manager or reply from your own inbox, and every message — with attachments — files itself against the right matter automatically.

Every feature, side by side.

PM Pro covers the essentials, every feature you need to run an IP practice, manually.

PM Plus adds automation across the suite.

Feature
PM PRO
$100/user/mo
PM PLUS
$130/user/mo
Docketing & workflow 3 PM Plus upgrades
Out-of-the-box docketing tasks for US patents, trademarks & PCT
Template-driven reminder emails for clients & team
One-click generation of popular PTO forms
Custom task triggers & auto-generated docketing workflows ⚡ PM Plus only
Set rules that fire follow-up tasks when dates, statuses, or USPTO events change, the engine runs the chain for you.
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Auto-download USPTO documents from Patent Center ⚡ PM Plus only
When a USPTO e-Office Action email is processed, associated documents auto-download from Patent Center and attach to generated docketing tasks.
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XML bibliographic data import from USPTO ⚡ PM Plus only
Skip manual data entry, new applications import with populated fields from Patent Center.
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Matters & prior art 2 PM Plus upgrades
All IP types: patents, trademarks, copyright, NDAs, licensing, litigation
PDF & spreadsheet import with serial-number lookup
Prior art cross-matter tracking & citation history
One-click IDS Form SB08 generation
Automated USPTO 892 form processing ⚡ PM Plus only
Examiner-cited references from Office Actions are processed automatically, downloaded, attached to the right matter, and optionally added as prior art on related matters. Gives your team hours of prosecution time back per Office Action, with the same security protections you already trust from AppColl. Enable it in Settings → AI Processing.
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Espacenet prior art import (pending, issued, US & foreign) ⚡ PM Plus only
Automatically add or update prior art references for US and foreign applications by pulling from Espacenet.
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Billing & financial 3 PM Plus upgrades
LEDES 1998B & Ver 2.0 invoice export
Retainer management & payment tracking
Professional PDF invoices (IP-attorney formatted)
QuickBooks Online invoice sync ⚡ PM Plus only
Transfer invoices directly from Prosecution Manager to QuickBooks Online with line-item detail and attached invoice PDF.
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QuickBooks Online payment sync ⚡ PM Plus only
Payments entered in QuickBooks Online sync back automatically, keeping both systems consistent.
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Trust Account Reports for bank reconciliation ⚡ PM Plus only
Reconcile actual bank balances with retainer debits and credits, generated from Billing module data, no special setup.
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Documents, files & email 3 PM Plus upgrades
Drag-and-drop document storage with revision history
Attach files directly to tasks & matters
Intake Email address ⚡ PM Plus only
Every matter gets its own intake email address. Forward or CC it on any IP-related correspondence and the message — with attachments — files itself against the right matter automatically.
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Automatic email save for all client correspondence ⚡ PM Plus only
Every email sent between you and the client is filed against the right matter automatically, no manual upload, no folder hunting.
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Conversations tab, inbox-style view per matter ⚡ PM Plus only
When mail arrives at a matter's Intake email, it appears on the Conversations tab with replies, attachments, and threading.
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E-signatures 2 PM Plus upgrades
DocuSign integration for inventor assignments & declarations ⚡ PM Plus only
Automates sending, reminding, and storing signed documents, set it up once and it runs.
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Adobe Acrobat Sign integration ⚡ PM Plus only
Full Adobe Sign flow for engagement letters and any commonly-signed document.
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Reporting & analytics 2 PM Plus upgrades
Library of standard reports with PDF & spreadsheet export
Scheduled report runs to SFTP
Advanced graphical reporting (line, bar, pie charts) ⚡ PM Plus only
Aggregate portfolio data in complex ways and respond quickly to client requests for IP reports.
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Scheduled graphical report emails to clients ⚡ PM Plus only
Automatically email customized charts to stakeholders on a recurring schedule.
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Collaboration & conflicts 4 PM Plus upgrades
Full contact database with role-based permissions
Metadata-wide conflicts search across matters & contacts ⚡ PM Plus only
Search all matters and contacts for adverse party relationships, keywords, and technology classifications, available exclusively on PM Plus.
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Technology keyword & adverse-relationship detection ⚡ PM Plus only
Surface adverse-party flags and technology overlaps automatically across the full matter and contact graph.
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Tandem client portal, branded, real-time matter status ⚡ PM Plus only
Clients log into a secure portal to view matter status, upcoming tasks, and shared documents. You control exactly what's visible.
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Shadow Docketing (account-to-account syncing) ⚡ PM Plus only
Source account automatically pushes data to a destination account, most commonly used by law firms syncing into client accounts.
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Additional Capabilities 2 PM Plus upgrades
AppColl AI ⚡ PM Plus only
Start-to-finish AI built into your IP workflows: automation, forecasting, and generative drafting designed to take busywork out of prosecution and billing. Includes AI-Enhanced 892 Processing, AI Spend & Billing Forecasting, and AI-Assisted Office Action Responses.
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Country Law ⚡ PM Plus only
Jurisdiction-aware docketing for international prosecution. Rules, deadlines, and filings for foreign associates and national-phase entries across the global IP landscape, built in.
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On the Roadmap.
Exclusive to PM Plus customers.

Two new capabilities in development for PM Plus subscribers, extending the platform into AI-assisted prosecution and global IP management.

PM Plus customers only
AppColl AI
Currently in Beta
⚡ PM Plus exclusive

Start-to-finish AI built into your IP workflows, automation, forecasting, and generative drafting designed to take busywork out of prosecution and billing.

  • AI-Enhanced 892 Processing
  • AI Spend & Billing Forecasting
  • AI-Assisted Office Action Responses
Requires  PM Plus · Not available on Pro
Country Law
Coming Soon
⚡ PM Plus exclusive

Jurisdiction-aware docketing for International prosecution. Rules, deadlines, and filings for foreign associates and national-phase entries across the global IP landscape, built in.

  • PCT national-phase entry tracking
  • Country-specific deadline calculations
  • Foreign associate correspondence
  • Annuity & maintenance fee schedules
Requires  PM Plus · Not available on Pro

30-day free trial of every PM Plus feature.

Turn PM Plus on directly from your account admin panel with no data migration and no re-onboarding required. You get the same familiar look and workflow, enhanced with a powerful automation layer built in.