Who Uses This Software?

Patent and Trademark Law firms, Corporations, Solo practitioners, Government agencies, Car manufacturers.


Average Ratings

21 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $99.95/month
  • Pricing Details
    $99.95/month for UNLIMITED everything!
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • FlexTrac
  • www.flextrac.com/
  • Founded 1996
  • United States

About FlexTrac

IP practice management software with optional managed docketing services.


128905

FlexTrac Features

  • Billing & Invoicing
  • Calendar Management
  • Calendar/Reminder system
  • Case Management
  • Court Records Search
  • Document Management
  • Patent / Trademark Management
  • Portfolio Management
  • Task Management
  • Time & Expense Tracking

FlexTrac Reviews Recently Reviewed!


Good program for docketing and preparing drafts from templates

Aug 28, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I like how customizable the program can be made for specific clients. Each of our clients have very specific reporting specifications and with the program we can create new fields for reporting. For example, one client requests specific tracking numbers to be included in the email subject lines, and with the program we were able to do that by creating a new field to be filled when generating a template. Also one of our clients requests reminders more months in advanced than what is already programmed, and we have been able to create a rule to send the reminders earlier using the Reminder Rules.

Cons: For foreign applications, I wish there deadlines for filing a response were pre-programmed in for more common countries. I noticed that they are in there for Canada, but would appreciate Europe as well. That said, the program is flexible enough where we can input the deadlines regardless.

Overall: We are using FlexTrac to generate letters to our client, to docket our deadlines, and generate our responses to the USPTO. FlexTrac meets most of our needs for these three applications.

Loads of flexibility, sharp learning curve

Aug 31, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Love all of the custom forms, the ability to customize reminders, letters and email merge forms, the reminder list is simple and easy to keep track of tasks, makes for a consistent automated practice.

Cons: Lack of integration with time tracking software, billing software, lack of client intake, customer support is slow to respond, you end up having to figure out things on your own or wait a long time for a response from the support team

Overall: I initially started using FlexTrac just for docketing. I drafted all of the forms from the USPTO form database and drafted all reporting out letters from Word templates. Over time I have started to use more of the FlexTrac forms (other FlexTrac forms are not always up to date) to merge data into forms and merge data into reporting out letters and email formats. My use of additional features in FlexTrac has increased significantly this year alone. It is frustrating when features do not work and there is no response from support to fix the issue.

Capterra-loader

Very good product

Oct 10, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The features and flexibility of the software is the best that I have found in this price range.

Cons: My docket (access) is on their server (cloud) and it is not as fast as I would like it to be. Other than that, it is a pretty darn good product and I strongly recommend it.

Overall: I have been working with this produce for over 10 years now. They are very responsive when there is a problem; other than the slowness of their cloud system, I have no complaints. They listen to our requests and have several times, modified their software to include our suggestions.

Vendor Response

by FlexTrac on October 17, 2018

HI Viola,

Thank you for your review! we appreciate your kind words and are so happy to hear you are satisfied with our solutions. Our team has always enjoyed working with you and Chris! i will speak to my Tech team regarding our Cloud.

Old Reliable Workhorse

Oct 13, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: - it works.

- it is reasonably priced.

- tech support and billing support are excellent.

Cons: - the user interface is outdated.

- the lack of a sleek Web-based interface is a problem.

- we use it on a Web-based PC and access it through a remote-desktop application. This is crazy in 2018.

- the mechanism for handling references and populating IDS's is terrible.

- it needs to automatically populate USPTO XML-based forms perfectly.

Vendor Response

by FlexTrac on October 15, 2018

HI Jason,

We appreciate your review! Thank you for being a valued FlexTrac Customer. We look forward to working with you in the future. We hope that FlexTrac continues to add value to your organization.

Regards,
FlexTrac Sales Team

Probably best option for a low budget and small practice

Aug 30, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: (1) It interfaces with MS Word and MS Outlook to automate email and document generation; (2) It is customizable in that I can turn some of the reminders off and create custom reminders.

Cons: I wish it were even more customizable. There are some reminders that cannot be turned off or changed without affecting/turning off other reminders. Also, there was initially a software to automatically import details from Private PAIR but initially it had so many bugs that I could not use it. That was several years ago and I have since not used it at all. With new releases there are sometimes new bugs, for example currently with coypright matters the screen resets the view each time I go to the copyright matters and I have to adjust the view every time just to see my copyright cases.

Overall: Overall positive, back when I was making several calls to get things changed or make suggestions, several of the suggestions were taken, some were not but several were.

Easy to use, reccommend profession admin user provided by Flextrac

Oct 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: price and functionality for smaller firms

Cons: all these systems require a learning curve and diligent application, if you're a lawyer, I'd recommend hiring someone to do it for you

Overall: You have to have a system like this to keep up with docketing

Vendor Response

by FlexTrac on October 15, 2018

Thank you so much for your kind words, Michael. We really appreciate you taking the time out to share your experience with us! We count ourselves lucky for customers like you. We look forward to working with you more. We are so happy that you are satisfied with our Managed Docketing Services and find this service, a benefit to your organization

Regards,
FlexTrac Team

Still the best docketing software

Aug 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Accurate due date calculation; ability to download USPTO PAIR case data and automatically populate fields in FlexTrac database (perfect when cases are transferred in); and integration of docket data with forms (USPTO or your own creation) as it saves time and eliminates keystroke errors.

Cons: Being a docketing tool the software does want to remind you about everything, which sometimes gets overwhelming if you are a solo or small firm. One good patent secretary can easily overcome/regulate this issue.

Capterra-loader

FlexTrac is an Acceptable Program

Oct 11, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Overall a functional program that does everything that a firm needs it to do at a reasonable price.

Cons: Somewhat slow responses to errors in auto-date calculations or programming errors that result in incorrect auto-docket dates--sometimes it can take over a month to get issues corrected.

Vendor Response

by FlexTrac on October 17, 2018

Hi Stuart,

Thank you so much for your review. We appreciate your honesty. We also appreciate your business and value your loyalty. Thank you again and we enjoy working with you and your organization. We hope we are blessed to do so, for many years to come.

Regards,
Team FlexTrac

Feature Rich IP Docket Solution

Aug 30, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The form library is very comprehensive and easy to use. The domestic docket rule set is also very accurate and makes docketing simple and reliable.

Cons: Absence of prior art tools for international patents. We are hopeful this can be enhanced in a future release, as we currently have to track this with a separate database.

Overall: The Flextrac staff was very helpful in our data conversion and implementation from prior system.

FlexTrac

Aug 30, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It performs well, has adaptability, and has most of the built in features that I am interested in.

Cons: There are many unnecessary features that are autogenerated. I would like to see better ability to autogenerate entries for advisory actions.

Overall: The overall experience has been very positive. FlexTrac is much better than our previous docketing software, and the automated processes coupled with manual entry has led to a smoother process.

FLEXTRACK

Sep 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Fast, holds important information and has good set of reminders.

Cons: Some of the search features for generating reports are cumbersome, particularly with respect to drop down menus needed for filtering.

Overall: Handle everyday patent and trademark docketing.

Solid, does what it needs to do

Aug 30, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Reports, tracking of dates, all the things you would expect.

Cons: Somewhat pricey - annual renewals. Hard to see what improvements are made to justify the cost.

Overall: We calendar patent matters primarily, and FlexTrac has been very useful overall. Solid product.

Customer Service

Aug 30, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Syncing with the PTO - the capacity to sync my docket with the Patent and Trademark Office

Cons: Customer service - sometimes it simply takes too long to resolve issues.

Overall: Patent Docketing

2018 Review of FlexTrac

Aug 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: I have been using FlexTrac for over 20 years. It is so easy to learn an use and customer support is excellent

Cons: I do not really have any dislikes to describe

FlexTrac review

Aug 28, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: good customer service, layout of the screens

Cons: difficulty in making personalized reports or rules or reminders

Overall: Has been a very reliable program for tracking our due dates

FlexTrac review

Aug 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Every function/reminder/docketing item I need is standard. Very easy to use.

Cons: Slow to load, occasionally. That's really the only negative I can think of.

Great IP docketing software

Aug 28, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Automatic calculation of deadlines, reminders of upcoming deadlines.

Cons: Very mouse driven, and a bit of a learning curve to find functions.

FlexTrac Review

Sep 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The reminder reports have been very useful and has made my job of tracking deadlines much easier.

Cons: The import reminders feature on Outlook has given me problems. It tends to not push reminders through.

Overall: FlexTrac has made tracking deadlines and maintaining our IP portfolio much easier.

FlexTrac review

Aug 28, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: FlexTrac is a very user friendly and generates detailed reports that I am needing.

Cons: FlexTrac does not always update their information tabs with the help menu provided. There are icons that appear in the option tabs, but there is no explanation for the icon when I select the help tab.

Overall: We are a small IP firm that does a combination of prosecution, trademark, copyright and litigation matters. FlexTrac makes docketing items very easy and allows me to keep accurate information on approaching deadlines.

A great database product

Aug 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Clean interface, very easy to use and find your way around.

Cons: The transition from Windows 7 to Windows 10 took a little longer than we had hoped, but it's working flawlessly now.

IT Consultant's Perspective

Aug 29, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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Pros: CTS is a vast improvement over the antiquated MS Access-based database that our client was previously using. It is mure fully featured and will better support their law practice.

Cons: The deployment took too long. There was an expectation that the implementation was included within the quoted price, but the client firm complained that they had to do a tremendous amount of the work and when I inquired with the sales rep, was informed that if they were to handle these aspects, there would be a billable rate and what would have amounted to steep charges - this was not made clear at the time of the initial conversations and proposal.

Overall: Mostly good. One of the implementation engineers seems to be based outside the US and it was occasionally hard to reach him or to get a response to e-mail inquiries. Rep was knowledgeable and helpful.