I anticipate having standard products/services for prep/pros (patents/tms/copyrights) and study/opinion work, and transactional/licensing, and disputes and litigation. Tracking originated work separate from supporting work for fee sharing reporting would be helpful as well. Not sure whether to do that separately in QB somehow or if AppColl could manage that also.

@SadiqA2304 Good idea--to add onto this, it would be nice to be able to, on a per-client basis, specify the field(s) to use for "Attorney Docket Number" in USPTO forms.

For example, as you originally suggested, some clients might want their own docket number used.

However, our firm often uses both, e.g., "{Matter.AttorneyRef}/{Matter.ClientRef}"

It would be nice to be able to specify a client-specific field string to use when inserting Attorney Docket Number into USPTO forms. Ideally, it would not be limited to just the AttorneyRef and ClientRef fields, and would allow additional plaintext characters to be included (like "/") as separators.

Ideally, there would be two such fields available for each client--the primary one and a backup one that is used if the primary one would result in a text string that exceeds 25 characters in length (the longest docket number permitted by the USPTO). We've had instances where including both our own and our client's docket numbers have exceeded 25 characters, so having a shorter backup version would be useful.

If no client-specific field codes are provided, then it would simply default to AttorneyRef.

USPTO Differences would be changed to check to see if the USPTO Attorney Docket Number matches the text that would be generated from the client-specific field code(s) that are specified; if not, then flag it as needing review.

@gregg_appcoll adding onto the Power of Attorney yes/no. It would be helpful if a POA form could be linked to the actual contact (assignee or inventor)

@gregg_appcoll Thanks, Greg, however I would still find it very helpful to have a syntax for an alternate field, when a first field is blank. As I previously noted, I have several situations where such a syntax would be helpful:

(a) a client-specific USPTO customer number (if the client has one), or the firm's customer number (if the client doesn't have one) (Some of my clients want me to use their customer number, rather than mine. I have templates for responses to Office Actions, etc. that include a customer number in the document headers)

(b) a client-specific USPTO deposit account number (if the client has one), or the firm's deposit account number (if the client doesn't have one). (My template responses include boilerplate language authorizing charges to a deposit account, in case of a missed extension of time.)

(c) actual filing date or official filing date or priority date, depending on what is available. (For example, when calculating due dates for foreign applications.)

Thanks,
George

Hi George, thanks for reporting. This issue should be resolved soon.

Hi Kevin, thanks for the feedback. This feature is being worked on and should be available in the future.

Hi Sadiq - thanks for the suggestion. We'll certainly look into this.

Hello Kate and Melissa,

This is a good idea and something we have formally submitted to our engineering team as a new feature. It may take some time, but it will be added. Thanks for your continued feedback.

@gregg_appcoll Missed this! Sorry! I just reached out. Thank you.

Hi Michael. Thanks for the feedback. Did you know that AppColl can create one invoice per matter in a bulk operation? This may alleviate the issue you have with multiple users trying to create multiple client-specific invoices. Now, as you know, this will not allow for editing multiple invoices by multiple users simultaneously.

@JohnG8374

This is a significant project that we have formally added to our project list. This may take quite a bit of time.

Thanks.

@WendyZ2824 We reached out and are awaiting a response from him.

@KarenH9267 Thank you for your feedback. This is a great suggestion. We will certainly pass this on to engineering for consideration.

The way to do this is to click the checkbox at the top of the page, which will show you all open tasks. From there, you can update these tasks in bulk. We hope this helps.