This week, we have a mixed bag of updates. We continue to evolve Client Planner and Strategic Planner, and we are also focused on improving efficiency in IP Forecaster. We’ve made it easier to create custom fees and also simplified the translation workflow.
Let’s take a look!
Planner Workbench: Add Projected New Filings to Plan
When putting together a budget, it’s important to account for future activity. We took a baby step in that direction with our planner technology, allowing you to replicate what was done in the prior year. Next week, we make it interactive so that you can fine-tune your strategy even further!
IP Forecaster: Fee Customization Improvements
We’ve improved our fee customization interface, making the editing workflow easier, adding the ability to save without exiting, as well as copying in the related PTO fees when you import standard fees. We also have added a duplicate function and we save your position when you are using a filtered list – making the entry of fees much quicker!
IP Forecaster: Improved Translation Workflow
It was a bit of a hassle to manage translation providers and firms using the translation optimizer tab and foreign firm tab. We’ve made that a lot easier now. The translation optimizer tab allows you to easily see all of your translation options and costs, selection of firm and translation source is done on the Foreign Firm tab. Much simpler!
