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THOMSON REUTERS WEBINAR
TRADEMARK WATCH AND IP ASSET MANAGEMENT SERVICES
NOVEMBER 2011
THOMSON REUTERS IP SOLUTIONS
YOUR HOST
Rob Davey
Senior Account Manager
Thomson CompuMark
rob.davey@thomsonreuters.com
+44 (0) 20 7433 4537
London, UK
PRESENTER
Patricia Bullard
Product Specialist
Thomson CompuMark
patricia.bullard@thomsonreuters.com
409 896 2411
Beaumont, TX
AGENDA
• WATCH PRODUCTS
• DEMONSTRATION OF WATCH ON SERION
WATCH PRODUCTS
• Worldwide Watch
– For words, designs and even colors
• Worldwide Ownership Watch
– Newly published
• Domain Name Watch
• Plus many more tailored to your needs
TRADEMARK WATCH
Safeguard your valuable brand from potential infringement
WATCH ON SERION DEMONSTRATION
PRESENTER:
Patricia Bullard, Product Specialist
Patricia Bullard
Product Specialist
Thomson CompuMark
patricia.bullard@thomsonreuters.com
409 896 2411
Beaumont, TX
PRESENTER:
Charles Bailey, Sales Manager
Charles Bailey
Regional Sales Manager
Thomson IP Management Services
charles.bailey@thomsonreuters.com
+44 207 433 4549
London UK
AGENDA
• IP RULES
• IP PAYMENTS
• THOMSON IP MANAGER®
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BENEFITS OF IP RULES
• Be confident that you are in compliance with
legislative changes worldwide, using the best IP
Rules available
• Track legislation across 400+ jurisdictions with
numerous educational options
• Create and modify IP Rules to meet your
organization’s unique requirements
• Get the IP Rules information you need to manage
your portfolio proactively
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STANDARD IP RULES
What are IP standard rules?
• 20,000 calculations of statutory time periods required to maintain your IP
worldwide
• Updated quarterly: approximately 2,500 calculation changes per year based
on law changes
How do we do it best?
• Clearly defined calculations, easy to view from within a record
• Plain language description, easy to view from within a record
• Historical coverage to ensure proper calculation of due dates
• Robust data validation messages
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IP RULES PROCESS
Legislative Changes
Identified
IP Rules Committee Review
Quarterly IP Rules Update
(including educational newsletters, webinars)
Rules Update Distribution
One-Click Deployment
(User-defined Rules are retained)
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AGENDA
• IP RULES
• IP PAYMENTS
• THOMSON IP MANAGER®
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IP PAYMENTS: PROTECTING YOUR
BUSINESS AND IP ASSETS
Function:
Patent
Offices
Outsource management of
your patent payments and
trademark renewals
Benefit:
Ensure the long-term value
of your IP assets
IP
Payments
Agents
TM
Offices
IP
Owners
Law
Firms
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NEVER MISS A MAINTENANCE DUE DATE
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HOW IT WORKS
COMMUNICATING YOUR INSTRUCTIONS
• Standing Instructions to Pay (‘VIP’ Program) – Get iron-clad protection for
your most critical IP assets
• Pay All Due – Submit your portfolio electronically and we will instruct
everything that is due
• Pay Selected – You choose from your portfolio those you wish to renew
(reminder sent)
• Decision List – Choose quarterly or monthly options to receive your
Decision Lists of IP payments due, including due dates and forecasted fees
• Revised Instructions – New Due Payment changes are easily
accommodated with our Ad Hoc Decisions and Stop Payment processes
17
HOW IT WORKS
PRE & POST-PAYMENT SERVICES
Feel confident that your business-critical IP matters will be
protected via our:
• Robust data audits and discrepancy processes
• Early notification re: jurisdiction-specific requirements
• Notice of third-party obligations
• Confirmation of payment instructions
• Payment alerts when there are IP Rules changes or a case is Newly
Due
• Powers of Attorney Service – transfers a significant amount of
document tracking and completion
• Custom Agent management program – you can choose one agent
per jurisdiction and we will ensure that the payments in that
jurisdiction are sent to that agent
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HOW IT WORKS
INVOICE REQUIREMENTS
• Overcome the complexity of managing multiple invoices and purchasing
multiple currencies
• Preliminary invoice is sent with your decision list report – you pay then
(no collateral required)
• Final invoice is sent with your confirmation of payments report (the
amount less the preliminary invoice)
• Monthly Tax adjustment invoice is sent each month
• Payment Options – Pre payment/deposit account/post payment
• Invoices issued monthly or quarterly – By SBU, division, department
• Credit terms – Payment within 30 days
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TRADEMARKS RENEWALS:
PRE-PAYMENT SUPPORT
A dedicated trademark associate ensures that your specific trademark
management needs are met with a flexible service:
• Trademark rules audits – Data discrepancies interfere with
payment due dates
• Data discrepancy reports – Your due dates don’t match ours
• Trademark payment due reports – New to our records
• Trademark payment projections – Your maintenance fees
• Trademark decision reports – Your decisions (pay or drop)
• Final confirmation of payments – We report every payment due
• Payment instructions – Quarterly payments one quarter in advance
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TRADEMARK RENEWALS:
POST-PAYMENT SUPPORT
After payments are made, we continue to protect your trademarks
• Discrepancy tracking report – Monthly, your data & official data
• Official receipts reviewed – Verified & scanned
Discrepancy
Tracking Report
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TRADEMARK SERVICES INCLUDE:
• Trademark renewals
• Signed powers of attorney
• Proof of use
• Evidence & declaration of use
• Statement of use
• Copies of official receipts
• Copies of certifications for clients
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PRESENTER:
Greg Dickinson, Sales Manager
Greg Dickinson
Regional Sales Manager
Thomson IP Management Services
greg.dickinson@thomsonreuters.com
+44(0) 7920 297600
London UK
AGENDA
• IP RULES
• IP PAYMENTS
• THOMSON IP MANAGER®
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SUPPORT ACROSS THE ENTIRE IP LIFECYCLE
Protection &
Assertion
Licensing &
Commercialization
Market
Awareness
Research &
Innovation
Filing
Strategy
Application &
Prosecution
Maintenance &
Monitoring
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THE ROLE OF THOMSON IP MANAGER®
Function:
Create a central point
for collaborative
portfolio management
Benefit:
Drive decision-making
between IP and
business specialists
External Users
Legal / Business /
Strategy Executives
Data Management /
Paralegals
Administrators
Thomson
IP Manager
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WITH THOMSON IP MANAGER YOU CAN:
• Consolidate management of ideas, IP assets and
business value
• Align strategic decision-making between all
participants in the IP lifecycle
• Optimize and enforce IP processes tailored to your
organization’s specific needs
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THOMSON IP MANAGER MODULES
ELECTRONIC PORTFOLIO
Track a variety of
matters
Invention
Disclosures
Configurable fields and
tabs track proprietary data
Patents
Trademarks
Copyrights
Agreements
Conflicts
Products
General matters
IP Rules
calculate
based on
type of matter
The Case Record is the
core data element for
managing IP matters
Maintain bibliographic
data
Associate images and
documents
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RELATED RECORD / FORMATTED VIEW
Related Record Format view opens
in a new window with secondary or
Next Generation links as required
Each related case can be dragged
anywhere within the format viewer
The titles of the related cases can be
defined by the user(s)
Diagrams can be
exported or printed
PROCESS ARCHITECT™
• Design based on client input and specifications:
Expressed Client Need
Standard way to model IP processes
Ability to visualize the process
Flexibility to accommodate very different
processes, allowing clients to easily change
their processes
Provide processes based on industry best
practices that can be adapted to suit client
needs
Relevant service and information offerings
embedded into client processes
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IMPROVING WORKFLOW PROCESS ARCHITECT™
Define the
process
1
2
3
[Patent Pending]
Scope the
process
Determine when
to run the
process
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TRADEMARK PROCESS EXAMPLE
(New Mark / Renewal)
Clients
Process Submits need for
new Mark
Start
No
Rules Validate
regarding
intended
countries etc.
Upfront availability check
TM- Attorney with SAEGIS
Form Letter New
Docketing of Results
Email it is not possible
Yes
Is this a request
for a new
country of a
existing MARK?
Duplicate Existing Mark TM- Attorney
checks with
SAEGIS
Send email to
request clients
decision
Process
Start
Split cases
regarding clients
Report Due
Dates
(With Case Link
to
Online Portal)
Docketing & Check
off client decision
Send DATA to MDC
Form Letter Addition
Last Changes
?
Official
Receipt
Review
Docketing of Results
Form Letter
Payment
THOMSON IP MANAGER SUMMARY
34
THE THOMSON REUTERS ADVANTAGE
Q&A
Rob Davey, Thomson CompuMark
Patricia Bullard, Thomson CompuMark
Charles Bailey, Thomson IP Management Services
Greg Dickinson, Thomson IP Management Services
Questions or comments?
Rob Davey
Senior Account Manager
Thomson CompuMark
rob.davey@thomsonreuters.com
+44 (0) 20 7433 4537
London, UK
THOMSON REUTERS
TRADEMARK WATCH AND ONLINE MANAGEMENT SERVICES
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