PLATFORM
PTO & Custom Forms
Generate accurate, compliant IP documents faster with intelligent templates and dynamic data.
IP teams spend significant time preparing repetitive patent, trademark, and prosecution documents while keeping forms, templates, and matter data consistent. Manual preparation increases effort and the risk of errors while slowing down prosecution.
What PTO & Custom Forms does
The PTO & Custom Forms module automates document preparation using intelligent templates, dynamic matter-data population, current USPTO forms, and bulk generation workflows. It supports standardized documents and custom client-specific forms while reducing repetitive manual work.
HOW IT WORKS
From matter data to a filed form
PTO & Custom Forms in four moves, inside the systems you already run.
- 01
Choose the form or template
Current USPTO forms, or your own client-specific templates.
- 02
Pull the matter data
Fields populate from the matter record, not from retyping.
- 03
Generate
The document is produced in seconds, formatted to the current requirement.
- 04
Review, sign and file
A quick review, then the document goes into the prosecution record.
Key capabilities
Rapid generation of patent, trademark, and prosecution documents
Current USPTO forms and filing requirements
Custom forms and templates for client-specific workflows
Dynamic population from matter data
Bulk document generation for individual matters or portfolios
INSIDE PTO & CUSTOM FORMS
A glimpse of PTO & Custom Forms at work
The form library, drafts and docket views keep templates and matter data in one place — pick a form, and the details fill themselves in.
KEY ADVANTAGES
What PTO & Custom Forms changes
Faster document preparation
Firm, attorney, and client specific documents available
Fewer manual errors and revisions
More productive IP teams
Who it’s for
- IP law firms
- Corporate prosecution teams
- Paralegal teams
- IP operations teams
COMMONLY ASKED QUESTIONS
About PTO & Custom Forms
What is the PTO & Custom Forms module?
Trexo's intelligent document automation solution for generating accurate, compliant PTO, internal, and external IP documents.
Can the PTO & Custom Forms module use custom forms and templates?
Yes. Firms can create and manage an unlimited number of firm and client-specific forms and templates.
Can the PTO & Custom Forms module generate documents in bulk?
Yes. It supports generation for a single matter or an entire portfolio.
Which document types can the PTO & Custom Forms module generate?
The PTO & Custom Forms module covers patent, trademark, and prosecution documents, using current USPTO forms and filing requirements alongside firm and client-specific templates.
How does the PTO & Custom Forms module populate the documents?
Matter data is pulled in directly from your docketing system, so the same details do not have to be re-typed across forms. That is what keeps documents consistent and reduces the risk of manual errors.
Talk to us about PTO & Custom Forms
Tell us how your team works today and a specialist will come back to you within one business day.
MORE OF THE PLATFORM
Explore the other modules
- View
New Applications
Generate USPTO-ready patent application packages in minutes instead of hours.
- View
Docket Quality
Continuously identify IP data risks before they become filing, deadline, or compliance issues.
- View
IDS Manager
Automate the IDS lifecycle from reference retrieval to USPTO-ready filing outputs.
- View
Bespoke Solutions
IP software customized specifically for your IP group to automate workflows, business rules, and operational challenges.
Ready to see it on your portfolio?
Contact us and we will walk through your workflow, not a generic script.