Improve productivity and collaboration with IPzen’s cloud-based File Management Module, a secure platform that allows you to create, access, share, and store important information in just a few clicks. Plus, with customizable templates, you can adapt legal case and file management to suit your business.

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This optional module streamlines your billing process by allowing you to generate invoices with a few clicks, merge multiple files, and customize billing profiles for each client. You can also include brand rights data, send invoices via email directly from the dashboard, track payments with color-coded cues, and access detailed reporting by client, employee, or type of work.

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Never miss a critical deadline with IPzen’s Agenda & Deadline Tracking module. This powerful feature allows you to manage workflows by automatically tracking all important dates and deadlines for your case files and trademark or domain name portfolios. From opposition and renewal deadlines to affidavits, the system consolidates them in one convenient location. With customizable filters, you can easily sort and display the deadlines relevant to you, ensuring efficient and proactive management of your intellectual property obligations.

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The Client Directory is a key component of the IPzen system, working in tandem with the Folders menu. It allows you to create and manage your client database while also serving as the foundation for other system elements such as trademark and domain name management, case management, and invoicing. Companies, addresses, and individual contacts can all be linked to create an efficient database structure and file management system.