We're excited to announce a new set of features and updates that are now live in AppColl! These enhancements are designed to improve efficiency and give you more control over your IP management workflow.
Here's a breakdown of the new features and what they do:
- PM Corporate: A version of Prosecution Manager tailored towards the corporate organization with the major addition of a Finances module to allow expense tracking and forecasting. All current data is retained and the user interface the same.
- Finances Module: This innovative module is designed to optimize legal expense management. It provides advanced tools for tracking, forecasting, and managing legal budgets, helping to improve cost forecasting and enhance invoice processing.
- Set all new billing items as DoNotInvoice: This setting prevents recently added billing items from being automatically included in invoices that are currently in the review process.
- Matter shortcut in the Matter folder in the Files module: We've added a convenient shortcut to a specific matter directly from the folder of a case in the Files module.
- The USPTO's ODP has replaced PEDS as a source for updating published US matters: The USPTO's Open Data Portal (ODP) is now be used as the source for updating published US patents in the matters module. This replaces the previous PEDS system that was retired.
- Quickly generate invoice for a single matter from matter details page: We've made it possible to quickly generate an invoice for a single matter directly from the matter details page.
- Regenerate tasks in the Tasks module: Just as you can in the Matters module, you can now regenerate tasks in the Tasks module.
- Discount information appears in invoice LEDES file as separate IF type line item: Rather than adjust individual line items, AppColl now includes invoice discounts in LEDES files as a single IF type line item.
- Support for new forms: We've added forms PTO/SB/24B and SB/130.
- Improved UI for client specific billing templates: The client field in a billing template is now searchable. If you select a client, only templates for that client are shown.
- New ProductDescriptions column in Matters: You can now add "ProductDescriptions" as a filterable column in the Matters module. This column shows both the product name AND associated descriptions. The Products column just shows the product name.