Last Updated

Overview

Patricia helps businesses streamline intellectual property workflows with automated task delegation, due date tracking, and customizability. While it requires a specific configuration to align with unique work processes, its hybrid web and client/server access ensures data integrity. Overall, it is a robust solution for IP organizations seeking operational efficiency. 

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Overall Rating

Based on 10 users reviews

4

Rating Distribution

Positive

80%

Neutral

20%

Negative

0%

Starting Price
Custom

Patricia Specifications

Case Management

Document Management

Client Management (CRM)

Billing & Invoicing

View All Specifications

What Is Patricia?

Patricia is a comprehensive IP management platform available through a unique hybrid of client/server and web-based environments. It caters specifically to intellectual property professionals, including law firms and corporate IP departments, by providing a centralized database for prosecution and case matters. The software offers solutions for document management, automated workflows, and data exchange. By combining traditional administrative power with mobile accessibility, it allows organizations to manage complex global IP portfolios while maintaining strict control over legal deadlines and regulations.

Patricia Pricing

Patricia pricing typically falls between $50 and $150/user/month, according to industry benchmarks for similar all-in-one IP management solutions like AppColl and FoundationIP. This range is intended for general budgeting purposes, as actual costs can differ significantly based on whether an organization chooses the on-premise installation or the SaaS ("Patricia Anywhere") model, as well as the number of active matters and specific country-law modules required. In addition to the base subscription or licensing costs, organizations should account for the following expenses, as Patricia is a highly customizable "single-tenant" system rather than a plug-and-play tool:

  • Implementation & Configuration: $5,000–$25,000+, depending on the complexity of custom workflows and security rights.
  • Data Migration: $3,000–$15,000, based on the volume of legacy IP records and the complexity of converting historical docket data.
  • Training & Onboarding: $2,000–$10,000 for specialized training for power users and administrators to manage the system’s extensive maintenance tools.
  • API & Third-Party Integrations: $2,500–$12,000 for connecting with external document management systems (DMS), HRIS, or financial software like Microsoft Exchange or SQL Server.
For accurate pricing based on your organization’s needs, it’s recommended to request a custom Patricia pricing estimate.

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

Patricia Integrations

The vendor has not provided details about third-party integrations for this software. Watch the Patricia demo to learn more about its integration arrangements.

Who Is Patricia For?

Patricia is ideal for a wide range of industries and sectors, including:

  • Legal services
  • Law practice
  • Research
  • Pharmaceuticals
  • Biotechnology

Is Patricia Right For You?

If you are an intellectual property professional at a law firm or corporation seeking a fully customizable management system to handle all case matters, Patricia provides an enterprise-wide solution created by IP professionals. It adapts to your specific workflows to streamline the management of all IP rights, including litigation, in one application.

The software offers a secure platform that leverages Azure-hosted infrastructure for its SaaS solution and utilizes a demilitarized zone (DMZ) for high-security partner collaboration. Trusted by international firms such as Duane Morris LLP, Von Seidels, and Bereskin & Parr, Patricia is a dependable choice for organizations focused on increasing efficiency and improving service levels.

Still doubtful if Patricia is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Patricia Features

This feature enables users to perform high-volume actions across multiple records simultaneously to increase productivity. Patricia software allows for the efficient handling of repetitive tasks, such as updating case statuses or generating bulk documents, ensuring that large IP portfolios are managed with consistent accuracy and significantly reduced manual administrative effort.

See How It Works

The platform provides a fully configurable system that handles all case matters within an IP organization, including prosecution. Users can access direct case data through a flexible workflow tool that tracks due dates, laws, and regulations. It automatically delegates tasks and hands off subsequent steps to the appropriate staff members.

See How It Works

This feature enables users to report and predict costs for new or existing cases and complex case families. Patricia helps IP professionals manage budgets by providing financial foresight into patent or trademark lifecycles, ensuring that organizations can accurately forecast expenditures and communicate expected legal costs to their clients.

See How It Works

The software facilitates fast, efficient, and accurate invoicing alongside time and cost registration. Users can manage the entire financial lifecycle of an IP case, including e-billing and mail merge activities for financial documents. This ensures that all billable actions are captured and processed through a secure, integrated system.

See How It Works

Patricia features a flexible report tool that allows users to extract and analyze vital case information. The platform logs all significant changes made by users, which can then be verified through customized reports. This ensures that IP organizations maintain full transparency and can monitor their operational performance effectively.

See How It Works

Pros And Cons of Patricia

Pros

  • Flexible platform adapts to unique workflows.

  • Comprehensive IP case management capabilities

  • Strong customer support appreciated by users.

Cons

  • Reporting tools can be hard to use

  • Maintenance configuration initially complex

Patricia Reviews

Total 10 reviews

4

All reviews are from verified customers

Rating Distribution

5

Stars

20%

4

Stars

60%

3

Stars

20%

2

Stars

0%

1

Stars

0%

Share your experience

WP

Wilhelm P.

Small-Business, 11-50 employees

4.0
April 2018

Customizable workflows and fields

Pros

I really appreciate being able to customize nearly every field name and workflow to align with my company's naming conventions and operational processes. It makes the software feel like it was built just for us and it eliminates so much confusion during training and daily use. That level of flexibility is hard to come by.

Cons

I wish the program offered more native copy-and-paste features so I can work faster without switching between applications.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

7

CB

Carlos B.

Small-Business, 11-50 employees

3.0
April 2018

Flexible customization but some features are buggy

Pros

The thing that sets this tool apart is its flexibility, it has let us customize and tailor the software to satisfy the vast majority of our customers' needs and expectations.

Cons

Reporting tools still feel buggy and unconvenient and I find creating reports from scratch challenging especially when configuring user roles in the Collaboration Portal.

Rating Distribution

Ease of use

6

Value for money

7

Customer Support

7

Functionality

5

KG

Kyla G.

Small-Business, 11-50 employees

4.0
March 2018

User-friendly collaborative platform

Pros

I'm finding it very user-friendly and our team genuinely likes the collaborative approach it encourages.

Cons

Searching within the diary fields is difficult and I find the letter templates tough to edit or expand with extra fields.

Rating Distribution

Ease of use

6

Value for money

8

Customer Support

8

Functionality

7

Frequently Asked Questions

Yes, Patricia offers a dedicated mobile app.

Patricia offers support through phone, email, and fax.

Patricia price starts at $50 and $150/user/month. Get a detailed Patricia cost breakdown tailored to your specific requirements.

The vendor does not indicate whether an API is offered.

Patricia features are used by organizations across industries and sectors, including research, biotechnology, and legal services.

Patricia primarily supports the English language.

Information about third-party integrations has not been specified by the vendor.

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