Patent & trademark consulting CRM: cases, deadlines and renewals under control

It keeps a patent office’s three critical assets on one panel: cases, deadlines and client relationships. Every case appears with its stage in the pipeline; opposition and fee deadlines are tracked with due-date tasks, and anything missed collects in the overdue work view. Client correspondence from WhatsApp, the web and Instagram lands in a single inbox and sits on the same card as the case history. Quotes, payment collection and annual renewal periods also run in the same system, so the office no longer depends on individuals.

No. Official filings and procedures run in the authority’s own systems, and ÖzgürKod does not claim to integrate with them. ÖzgürKod’s scope is the office side: you record the date and outcome of what you did in the official system on the case card, and deadline tasks, stage tracking, client updates and payment collection are managed here. Official records live there; operations and relationship management live here — the two layers complement each other.

Deadline management is the job of the task module: you link every critical date — an opposition, a counterstatement or a fee payment — to the case as a due-date task. As the deadline approaches, a notification goes to the responsible specialist; tasks that are not checked off pile up in the overdue work view and are visible at a glance on the manager panel. Defining deadlines and checking their accuracy remain the attorney’s expertise; ÖzgürKod brings the dates you define to your attention with notifications and the overdue work view.

Let’s be clear on this: ÖzgürKod does not send scheduled messages on its own. The right setup has three parts: the renewal date is entered in the due date field on the client card; those approaching their period are listed on the panel and a task is opened for each; and you send the notice with one click using a template — personalized to the individual or, through the campaign module, in bulk to the segment due in that period. Duplicate-send protection prevents a second message to the same client. Approval and control stay with you at every step.

Yes. With role-based permissions, each specialist can access only the cases in their own portfolio, while the office manager sees all of them. Who viewed which case and when is kept in access logs — a complete record for KVKK requirements. Because correspondence sits on the office panel rather than personal phones, when a specialist leaves, the case history, notes and client communication stay with the office; the handover is done in an afternoon.

Yes. Incoming messages are translated automatically; with ready-made templates in 8 languages, including English, German, Arabic and Russian, you reply in your client's language. On the quote side, TL, USD, EUR and GBP are supported; you can present foreign filing and renewal fees in your client's currency. The currency report brings receivables and collections in different currencies together in one table; the financial picture of your international portfolio is clear at all times.

In practice they describe the same need. Businesses usually search for "Patent & trademark software", "Patent & trademark software", "Patent & trademark job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: client communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.