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Average Ratings 1 Rating
Description
Software that makes workflow at law firms structured, accurate and efficient. Iolite provides AI-based state of art technology integrated with EUIPO, UKIPO, USPTO, WIPO, India and other major IPOs which aids the Trademark portfolio managers to make their business flow process simple, swift, accurate, and efficient manner which in turn make their day to day process faster, easier, and eliminating the manual efforts to gain the better productivity. Iolite is an administrative software that manages Trademark portfolio managers' workflow. It includes correspondence, reminder alerts for renewals, hearing dates, due filing, and submissions to eliminate errors. Iolite is a user-friendly interface that makes the office of IP Attorneys and Advocates, Solicitors and Trademark Agents completely paperless.
Description
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now!
Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access for clients. Additionally, the portal provides a secure way for these professionals to share documents with their clients and other stakeholders, making it a valuable tool for small businesses looking for an easy way to manage their client data.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Google Calendar
No
Microsoft Outlook
No
Pricing Details
$280.00 / Year
For 100 Docket - 200 US $
For 1 staff login - 80 US $
For 1 staff login - 80 US $
Free Trial
Yes
Free Version
No
Pricing Details
$52 per month, unlimited users
The Professional plan is starting at $52 for unlimited guests and user accounts. The Large Firm plan is $104 per month and includes Tasks, File Requests and Due Dates. Finally, our Enterprise plan includes fillable PDFs and eSignatures for $188 per month.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Iolite Softwares
Country
India
Website
www.iolitesoftwares.com/trademark-management-software.html
Vendor Details
Company Name
Breichbilt
Country
United States
Website
www.zapaclientportal.com
Product Features
Intellectual Property Management
Deadline Management
Yes
Docket Management
Yes
Document Management
Yes
IP Portfolio Management
Yes
Information Disclosure Management
Yes
Patent Tracking
No
Renewal Management
Yes
Spend Management
Yes
Trademark Tracking
Yes
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
Yes
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
No
Collaboration
Yes
Content Management
No
Document Management
Yes
File Sharing
Yes
Search
Yes