PLATFORM
Docket Intake
Automate IP matter intake with validation, bulk processing, and faster matter creation.
Manual IP matter intake can delay onboarding, introduce inconsistent or incomplete data, and consume valuable administrative time. In addition to the time and administrative burden associated with intakes, delays also frustrate new attorneys and clients. IP teams need a faster way to validate and create matters without repetitive data entry.
What Docket Intake does
Docket Intake validates, imports, and creates patent and trademark matters through a guided automated workflow. It supports new matter creation, updates to existing matters, and bulk processing while improving data quality and reducing manual effort.
HOW IT WORKS
From intake file to created matter
Docket Intake in four moves, inside the systems you already run.
- 01
Submit the intake
New matters arrive individually or in bulk, on standardised templates.
- 02
Validate
Missing or incorrect data is caught before submission.
- 03
Create in bulk
Patent and trademark matters are created in your IP management system.
- 04
Update existing matters
Changes to existing matters flow through the same checks.
Key capabilities
Automated new matter intake and creation
Validation for missing or incorrect data before submission
Bulk matter import and processing
Updates to existing matters
Standardized templates and integration with existing IP management system
INSIDE DOCKET INTAKE
A glimpse of Docket Intake at work
A guided intake in five steps — configure, template, upload, validate, process — so every matter arrives the same way.
KEY ADVANTAGES
What Docket Intake changes
Faster matter onboarding
Simple, intuitive workflow
Fewer intake errors
Scalable IP matter processing
Who it’s for
- IP law firms
- Corporate prosecution teams
- Docketing teams
- IP operations teams
COMMONLY ASKED QUESTIONS
About Docket Intake
What is Docket Intake?
Docket Intake is Trexo's intelligent IP matter intake and automation solution for patent and trademark matters.
Can Docket Intake process multiple matters at once?
Yes. Docket Intake supports bulk matter import and processing.
Can Docket Intake update existing matters?
Yes. It supports both new matter creation and updates to existing matters.
What does Docket Intake validate before a matter is created?
Docket Intake runs pre-submission validation to catch missing or incorrect data before it reaches your IP management system, so matters are created clean rather than corrected later.
Does Docket Intake work with our existing IP management system?
Yes. Docket Intake uses standardized templates and integrates with existing IP management systems, so matter creation lands directly where your team already works.
Talk to us about Docket Intake
Tell us how your team works today and a specialist will come back to you within one business day.
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JUNE
AI-enabled IP Assistant, built to automate IP tasks
Ready to see it on your portfolio?
Contact us and we will walk through your workflow, not a generic script.