Client Management for Firms

Client Management lets law firms and organizations organize their trademark work by client. Link portfolios, tracked owners, and TTAB proceedings to specific clients, then generate reports and track activity per client.

What You Can Do

• Create client records with contact information
• Link portfolios and tracked owners to clients
• View per-client trademark activity and alerts
• Track collaboration (notes, documents) per client
• Generate PDF and Excel client reports
• Search and filter across all clients

How It Works

1. Navigate to Clients — click "Clients" under Docket in the sidebar, or go to /clients
2. Add a client — click "Add Client" and enter their details
3. Link portfolios — when creating or editing a portfolio, assign it to a client
4. View client detail — click any client to see their complete trademark picture

Client Detail Page

The client detail page (/clients/:clientId) shows:

• Contact information — name, company, email, phone
• Portfolios — all portfolios assigned to this client with mark counts and alert activity
• Tracked owners — owners being monitored for this client
• TTAB proceedings — proceedings relevant to the client's marks
• Saved watches — watch searches associated with this client
• Activity feed — recent activity across all client marks

Client Reports

Generate a PDF report for any client via the Export Report button on their detail page. For spreadsheet-based analysis, click the Export Spreadsheet (Excel) button to download a workbook containing summary data, trademark details, and upcoming deadlines. Reports are formatted for client deliverables.

Availability

Client Management is always available on Professional and Max plans, where the Clients link shows in the sidebar by default. On Free and Starter plans the Clients link is hidden by default, but you can turn it on yourself: go to Settings → Account → Navigation Preferences and switch on Show Clients in sidebar.

Tips

• Create clients before portfolios — then assign portfolios during creation for clean organization
• Use the activity feed to prepare for client calls — see everything that's happened since your last conversation
• Generate reports monthly as a standard client deliverable

Related Features

• Portfolio Management — Manage trademark portfolios
• Team Management — Invite team members to collaborate
• Setting Up Alerts — Per-client alert configuration