PLATFORM
Document Management
Organize every IP document around its matter, lifecycle, and workflow.
Generic document management systems store documents but lack the context needed for patent and trademark workflows. Documents can become scattered across folders or tagged inconsistently, forcing users to search multiple locations, identify the latest communication, and reconstruct matter histories before acting.
What Document Management does
Trexo's IP Document Management System is purpose-built around each patent, trademark, or design case. It automatically associates documents and communications with the correct IP matter and organizes them into a complete prosecution or maintenance history, giving users contextual access to information instead of simple file storage. Trexo Document Management’s automation and workflow capabilities address the limitations of generic DMSs and save IP groups significant time and effort.
HOW IT WORKS
From incoming document to complete matter history
Document Management in four moves, inside the systems you already run.
- 01
Ingest
Documents and communications arrive from email, filing systems and document generation tools.
- 02
Associate to the matter
Each item is linked automatically to the right application or registration.
- 03
Build the history
Incoming, outgoing, filing, prosecution and maintenance documents form one matter file.
- 04
Search and act
Find by application number, client, jurisdiction, document type, stage or keyword.
Key capabilities
IP matter-first organization linked to the relevant application or registration
Search by application number, matter number, client, jurisdiction, document type, prosecution stage, or keyword
Clear visibility into incoming, outgoing, filing, prosecution, and maintenance documents
Integration with IPMS, docketing software, email platforms, MCPs, and document generation tools. It can also use MCP to connect with external tools and systems.
Organizes documents and communications into a complete, chronological matter history
KEY ADVANTAGES
What Document Management changes
Reduced document-search effort
Improved matter visibility
Faster access to relevant documents and information
Reduced risk of missing critical information
Who it’s for
- IP law firms
- Corporate IP teams
- Paralegal teams
- Docketing teams
- IP operations teams
COMMONLY ASKED QUESTIONS
About Document Management
How is Document Management different from a traditional DMS?
Document Management is built specifically around patent and trademark matters, organizing documents in the context of the relevant application and its prosecution or maintenance lifecycle.
How are documents organized?
Every document is associated with the relevant application or registration and presented as part of a centralized digital matter file.
What systems can Document Management integrate with?
It can work alongside IP management systems, docketing software, email platforms, and document generation tools. It can also use MCP (Model Context Protocol) to connect with external tools and systems, enabling seamless access to data and actions across your technology ecosystem.
Which matter types does Document Management support?
Patent, trademark, and design matters. Every document is associated with the relevant application or registration number and organized into that matter's prosecution or maintenance history.
What can I search by?
Application number, matter number, client, jurisdiction, document type, prosecution stage, or keyword, so a document can be found by whichever detail the user has on hand.
Talk to us about Document Management
Tell us how your team works today and a specialist will come back to you within one business day.
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Ready to see it on your portfolio?
Contact us and we will walk through your workflow, not a generic script.