IPBases documentation
How each part of IPBases works, where to find it, who can use it, and what else it changes when you use it.
Getting started
- How IPBases is organisedRoles, records and how the parts fit together
- Sign-in and securityPasswords, emailed codes and trusted devices
- Dashboard and next stepsWhat needs each person today
Trademarks
- Trademarks and the filing wizardRecords, classes, routes and the four steps
- Actions and deadlinesOffice deadlines and your own dates
- Client updates and noticesEmails, letters, certificates and WhatsApp
- Renewals and remindersRenewal dates, reminders and the renewals report
- Files and Google DriveDocuments on the record, storage and sync
- Trademark watchGazette entries and hits
Patents and designs
- PatentsFamilies, claims, office actions and annuities
- Industrial designsViews, priority claims and deadlines
Clients and associates
- ClientsContacts, billing and history
- AssociatesCorrespondents, rate cards and billing via associate
- Client and associate portalsWhat each portal shows and how to preview it
Billing
- Services and expensesBillable work before it is invoiced
- Invoices and paymentsBill-to routing, currencies, aging and Stripe
- Offers and proposalsQuotes and the proposal studio
Work and email
- Cases and litigationOppositions, case files and Ask Claude
- TasksAssigned work with comments
- MailInbox, threads and Mailgun
- Email templatesThe wording of every automatic email
Administration
- Automation and notificationsReminder windows, cron and alerts
- ReportsExecutive Brief, renewals, filings, billing and exports
- Users and permissionsRoles, groups and Allow and Never rules
- Branding and designsLogos, colours, invoice and email design
- Storage and backupsLocal, S3 or R2, and daily backups
- System check and licenceUpdates, health checks and the licence
See IPBases with your own eyes
Open the live demo and click around a real IPBases with realistic data. Questions about your firm, your marks or your Excel sheet? Ask us on WhatsApp or by email.
Message us on WhatsApp or email [email protected].