easydocketing
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Docketing for patent portfolios

Your patent portfolio at a glance.
Automated.

Everything that arrives in your mailbox or is placed in a folder, whether from patent offices, law firms or clients, is captured automatically, analysed by AI and translated into calculated deadlines. You review and confirm every proposal; responsibility for your deadlines remains with you, and easydocketing helps you meet it. It runs on your own computer or company network, with the language model of your choice.

  • Automatic capture from a folder or mailbox
  • Language model run locally or as a cloud service of your choice
  • Every deadline with its legal basis and calculation
Portfolio
Inbox3
TitleReferenceOfficeStatusNext actionInternal deadlineOfficial deadlineCosts
Method for cooling power semiconductorsPCT/EP2026/051234WIPOPendingNational phase entry12 Aug 202714 Sep 2027€4,850
National phaseEP26 701 234EPOUnder examinationReply to communication30 Oct 202602 Dec 2026€2,100
National phase25199438.0EPOUnder examinationFile request for examination18 Sep 202619 Oct 2026€3,400
Sensor arrangement with self-calibrating electrodePCT/EP2025/078901WIPOPendingDemand under Chapter II05 Jan 202707 Feb 2027€1,950
DivisionalEP25 812 345EPOGrantedRenewal fee, 5th year27 Feb 202731 Mar 2027€690
Modular battery housingA 50123/2026APOPendingPriority deadline09 Feb 202711 Mar 2027€2,300

PCT, EPC, APO

Rule sets with verified legal references; further offices will follow.

0

Deadlines calculated by the language model itself. Calculation is performed exclusively by the verified engine.

€0

for the Manual plan, with no limit on the number of families.

100%

Your data. Export is possible at any time.

How it works

From incoming mail to a confirmed deadline in four steps.

  1. 1

    Incoming correspondence

    New letters, communications and forms are taken from the connected folder or mailbox, including scanned documents.

  2. 2

    Analysis by AI

    The language model identifies references, events and dates, and supports every item with a quotation from the document.

  3. 3

    Calculation of deadlines

    The rule engine derives every deadline from the identified events, with legal reference, calculation and official closure days.

  4. 4

    Proposal and confirmation

    Events and deadlines appear as a proposal in the inbox. Once you confirm them, they are entered in the file; without your confirmation, nothing is adopted.

Features

The entire portfolio on a single page.

One row per patent family, expandable to every application. You decide on columns, sorting and order.

Overview by family

Parent application, national phases and divisional applications as a single unit.

Automatic capture

A folder, network drive or IMAP mailbox as the source; scanned documents are read by local text recognition.

Deadlines with legal reference

Rule, triggering event and calculation for every deadline, available under “Why?”.

Internal deadline

A separate column at least one month ahead of the official deadline; missed deadlines are shown in red, those due soon in yellow.

Costs and forecast

Costs incurred, the next upcoming costs and the forecast for the financial year.

Official calendars

Closure days and deadline tables from WIPO and the EPO, reconciled regularly and delivered with a signature.

Your choice of AI

You decide which data leave your network.

The language model serves solely to analyse correspondence; the calculation of deadlines is always performed by the engine.

Without AI

Off

Correspondence is filed but not analysed; you record events yourself.

No outgoing connection other than retrieval of the rule sets.

On your own network

Local

An OpenAI-compatible service such as Ollama, LM Studio or vLLM on your own computer or server.

No document leaves your network.

Highest recognition quality

Cloud

Anthropic Claude or another OpenAI-compatible provider, connected with your own API key.

Every call is recorded in the network log.

Every proposed item carries a verbatim quotation from the document; items without supporting evidence are discarded.

Costs and budget

What the portfolio costs, and what it will cost.

Costs incurred per application, the next upcoming costs and a forecast for the financial year: your IP budget rests on figures, not on estimates.

IP budget forecast€ thousand
03060901107020269420278120281002029
Official feesProfessional fees
Costs incurred
Official fees and professional fees per application and family, totalled at any time.
Next action
The cost of the next procedural step is shown next to its deadline.
Forecast
Expected costs per financial year, family and office.
Revenue
Licences granted and income per family.

Security

Five principles, firmly built into the software.

  1. 01

    The AI never calculates a deadline.

    It reads and provides evidence; the calculation is deterministic and tested, and takes place in the engine.

  2. 02

    Nothing is adopted automatically.

    You confirm, amend or reject every proposal.

  3. 03

    No data leave your premises.

    The only outgoing traffic is the AI call of your choice and a signed retrieval channel; the network log bears this out.

  4. 04

    Rules are data, not code.

    Versioned packages with period of validity and legal reference; every deadline records its version.

  5. 05

    Your data belong to you.

    Export as CSV and JSON at any time, with or without a licence.

  6. Gain a clear overview.

    Download free of charge

Plans

Three plans. Start free of charge and expand as needed.

No plan limits the number of families or applications.

Manual

Free

€0

The complete portfolio, managed without automation.

  • Families and applications without limit
  • Procedural status, events and deadlines recorded manually
  • Internal deadline, notes, archive
  • Export as CSV and JSON

Automated

Recommended

Price on request

Correspondence is captured, analysed and calculated automatically.

  • Everything in Manual
  • One data source: a folder or a mailbox
  • AI analysis with a local model or cloud service, every item with a supporting quotation
  • Deadline engine with legal reference and official calendars
  • Costs incurred per application

Corporate

Teams and budget

Price on request

For teams and budget responsibility.

  • Everything in Automated
  • Next upcoming costs per file
  • Cost forecast for the financial year
  • Groups and roles

When a licence expires, the Manual plan remains available with all your data.

Operation

Runs on your premises. On your computer or on the company network.

Single workstation

One program on your Mac or PC, with the interface in the browser.

  • macOS and Windows
  • Neither a database nor a web server required
  • Continues to work without an internet connection

Team

The same software on a server in your network, for several workstations.

  • Data remain on your premises, with no mixing with other customers
  • Nightly capture without a dedicated computer
  • Switch between single workstation and team at any time

Offices

PCT available

International phase and entry into the national and regional phases.

EPC available

Examination, grant, validation, opposition, appeal and renewal fees.

Austria available

Austrian applications and patents: examination, opposition, appeal and renewal fees.

Questions

Frequently asked questions.

Does easydocketing replace the firm's own docketing control?

No. The software supports you in capturing, calculating and keeping track. Responsibility for meeting deadlines remains with you, and we expressly recommend the four-eyes principle. For this reason, every deadline can be verified by its legal reference and calculation.

Which correspondence can the software read?

Emails (.eml, .msg), PDF and Word documents, as well as scanned PDFs or images by means of local text recognition. The source may be a folder, a network drive or an IMAP mailbox; the mailbox is only ever read, and nothing is flagged or moved.

Is a language model required?

No. In the “Off” mode, you work with conventional docketing. A local model or a cloud model can be added at any time; documents that are waiting are then processed retrospectively.

Where do closure days and deadlines come from?

From the organisations themselves: closure days for each office from the WIPO ePCT directory, cross-checked against the EPO Official Journal, and the table of time limits for entering the national phase from WIPO. We check these sources regularly and deliver them with a signature.

What happens when the licence expires?

The software reverts to the free Manual plan. All data are retained and remain exportable; after renewal, work continues without interruption.

Which plans are available?

Manual is free of charge: families and applications without limit, with events and deadlines recorded by you. Automated adds a data source, AI analysis, the deadline engine and costs incurred. Corporate adds the cost forecast, the next upcoming costs, and groups and roles. The price depends on the plan and scope; we will send you a quotation on request.

Gain a clear overview.

Download the software free of charge and view your portfolio in the browser. For automatic capture of your correspondence, a non-binding licence request is all it takes.