A CRM where every client comes with their trademarks.

A general CRM tracks contacts and deals. An IP firm also needs to know which marks each client owns, which associate sent the work, what was last sent to them and what they still owe. In IPBases, the client record holds all of it.

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The relationship, on one record

Clients

Each client record shows their marks, open deadlines, invoices and balance, documents and every email sent or received about them.

Contacts, addresses and preferred language
Their portfolio with status by country
Invoices, payments and what is outstanding
Mail matched to the client and the mark

Foreign associates and correspondents

The firms that send you work, and the agents you send work to, are records of their own: the clients they send, their trademarks, their rate cards and the balance between you.

Clients and trademarks each associate sends
Rate cards per associate, used in your fee proposals
Bill the associate or the client on each mark

Working with foreign associates

Associates with the clients they send, their trademarks and balances

Correspondence that writes itself

Filing, acceptance, publication and registration notices are written from the record, in English or Arabic, on your letterhead, and sent by email, as a PDF letter or by WhatsApp.

Notices and letters from the record
A mail inbox with replies matched to the record
Email templates and email campaigns to client lists

Client update with a branded email preview

Fee proposals that win the instruction

Build a proposal for one or several countries, with official and professional fees, in English or Arabic. The client opens it as a link and can accept it there.

Country fees from your rate cards
Live preview while you write
PDF download for the client

Fee proposal for Saudi Arabia and the UAE

Portals for clients and associates

Clients see their own marks and documents and send requests. Associates see the work they sent you, their invoices and their rate card.

Client portal with their trademarks
Associate portal with requests and rates
Switched on per client or associate

Questions firms ask

Is IPBases a CRM?

It is a CRM built around IP work: clients and associates are linked to their trademarks, deadlines, documents, invoices and correspondence. It does not replace a sales pipeline tool for prospects you have not worked with yet.

Can we bring our client list?

Yes. Send us your Excel sheets and we import your clients, associates, trademarks and deadlines as part of setup, and check the result with you before you go live.

Is it in Arabic?

Records, notices, letters and fee proposals support Arabic, including right-to-left letters. The screens are in English.

How is it priced?

A one-time licence: Professional is $4,999 for one firm and up to 25 users. The client and associate portals are included.

IP ERPRun the whole IP practice in one system ERP vs CRM vs IP softwareWhat an IP firm actually needs For attorneys & agentsCorrespondents and agents abroad For IP law firmsRoles from partner to accountant PricingOne-time licence, five-year comparison ContactDemo, quote or a question

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].