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MaxVal’s Max-IDS: New Features Make It Easier Than Ever For Your Team To Manage Information Disclosures

Max-IDS is MaxVal’s cloud-based, hosted, Information Disclosure/Reference Management solution.  Max-IDS is much more than a form generator.  Max-IDS stores your references in a centralized database together with information about the cases citing each reference. This promotes consistency, reduces confusion and makes ad-hoc solutions (such as individual spreadsheets) unnecessary.

MaxVal is constantly looking for ways to improve Max-IDS.  Based on user feedback, we have recently added the following enhancements to Max-IDS:

  • Reference source comments
  • Reference comparison chart enhancement
  • Case and Group functionality

Reference Source Comments

Max-IDS helps you keep your references organized.  Reference “Source Comments” are tags users can assign to their references. For example, relevant tags may include “search result”, “PTO” or “Inventor”.   Source Comments make references easier to find and sort, and communicate the source of the references.  MaxVal has just added the following new source related functionality:

  • “Additional Source Comments” – Your Max-IDS administrator can now define tags specifically for your organization, and add new tags at any time.
  • “Copy Source Comments from One Case to Another” – Users can compare cases, copy and append source comments from one case to another.

We have also added a handy “Reference Extractor”.  Users can import references directly from the Max-IDS PDF viewer. This eliminates the time consuming and error-prone process of OCR-ing documents to extract references. The Reference Extractor complements the existing Max-IDS bulk import tools.

Max-IDS Reference Extractor

 

Reference Chart Enhancements

Reference Charts are one of Max-IDS’ most powerful features.  Reference Charts show all references shared between a set of documents, and show which documents cite the reference.  This makes inconsistencies immediately visible.  This is extremely valuable when working with foreign filings and patent families.

The Status of each application is now visible in the Comparison Chart.   For example “Abandon”, “Filed Pending”, “Pending Published”, “Allowed” or “Issued”.

Max-IDS Reference Comparison Chart

 

Case and Group Functionality Enhancements

In addition to tracking references, Max-IDS tracks the cases that use the references.  These cases contain the patent applications, granted patents and related foreign family filings.  Cases can be grouped to enable outside counsel can see just their cases.  MaxVal has just released these enhancements to the Case and Group features:

  • “Search within a Case Group” – A new feature is the ability to search for references within a group of cases. This makes it easy for outside counsel to find the references for their cases.
  • “Group List Asset Count Report” – Clicking on the Export option in the List View will now download the group list along with the asset count for each group into an Excel spreadsheet.  Users can also export all the IDS records from a search result in a single instance.

Finally, we have improved security by enhancing the password security policy.

Support and Managed Services

Of course, MaxVal continues to provide Live Support to Max-IDS users and administrators.

Max-IDS is a cloud-based hosted software product.  Users and administrators access Max-IDS through a browser based interface.  MaxVal provides support and training for Max-IDS administrators.  MaxVal also offers Max-IDS as a fully managed service.  We can configure, maintain and administer your Max-IDS server for you.

If you would like more information on these new features, or you would like to see a Max-IDS demonstration, please contact us at bd@maxval.com.

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MaxVal’s Max-Insight: Popular Toolset for Patent Professionals Gets Better

Max-Insight is a suite of tools that is offered by MaxVal for patent professionals.  The tools are designed to help with routine tasks that can consume a lot of a patent professional’s time.

Patent Term Estimator – The Most Popular Tool

This free tool automatically estimates a patent’s expiration date, which is the first step in analyzing a patent. When a highly accurate patent expiration date is required, for example in preparation for litigation or for a licensing negotiation, MaxVal provides a comprehensive Patent Term Calculation report, including a manual review of the source data by a paralegal.  This report is available for a fee.

Max-Insight

Here is a complete list of the tools available through MaxVal’s Max-Insight:

  • PAIR AlertTM
  • Patent Term Estimator
  • Patent Family Tree
  • Claim Chart Generator
  • IDS Generator (for Information Disclosure Statements)
  • USPTO Widget (for patent data lookup by publication or application number)
  • Claims Set Comparison Tool
  • PAIR Uploader (upload EFS ready documents in bulk to PAIR)
  • Litigation Checker (quickly check to see if a patent has been involved in any litigation)
  • Patent Assignment Tracker

An entry level subscription to the Max-Insight suite is available for free at MaxVal.com.  Unlimited access is available with Enterprise paid subscriptions.

MaxVal has recently released a number of enhancements to the tool suite.  This includes,

  • SSL security protection. All transactions are now protected with a Secure Sockets Layer.
  • IDS Generator E-Mail. The IDS Generator now delivers results directly to the user via e-mail.
  • Claim Chart Generator. The Claims Chart Generator can now extract claims from EP and PCT cases, in addition to U.S. cases.
  • Litigation Checker tool. Users can now check the litigation status of Design patents and Re-issued patents, in addition to Utility patents.

Enhancements to MaxVal’s Alert Services

In addition to Max-Insight, IP professionals rely on MaxVal’s Alert Services to keep them up to date on their own or competitors’ applications and cases.

MaxVal has recently released its PTAB Alert Service. You can track the progress of PTAB cases automatically.

MaxVal’s Litigation Databank contains a comprehensive database of U.S. District Court, CAFC, ITC and Supreme Court cases.  You can set “watches” to alert you of changes to the status of cases of interest to you and your clients.

PAIR Alert  – An email-based alert assists patent professionals in tracking PAIR/EPO patent prosecution status and IFW updates for patent applications of interest (your/competitors’).  PAIR Alert is now available as part of Max-Insight.
Coming Soon: Self-service PTA Calculator

MaxVal will soon release an enhanced Patent Term Adjustment calculator.  This new tool supports attorneys and paralegals who wish to do the (PTA) recalculations themselves, but want assistance in gathering the required data.

MaxVal welcomes user feedback and suggestions on the tools.  We are continuing to develop the tools in response to user input.  If you have not tried Max-Insight, we suggest you do.  The basic tools are available at no cost with free registration.  Sign up here.


5 Everyday Tasks of Patent Attorneys/Paralegals (and Instant Solutions)

Patent attorneys and paralegals handle a sizable list of routine tasks for their clients every day. Some are minor but repetitive; some are complicated as well as time consuming. While it may not be possible to completely automate those complex tasks like drafting claims, prior-art search, proofreading or certain USPTO activities; it is feasible that certain simple tasks like patent term estimation, generating IDS forms or claim charts or even a mere litigation check can be done rapidly and efficiently by leveraging the power of online tools. These tools are the helping hands for Patent attorneys, paralegals and even for individual inventors, not only when they are looking to save time, effort and money, but also when they want to make some informed decisions.

Let’s see the 5 tasks that take the productive hours of patent attorneys or their team when it’s done manually but become easier when using some online tools.

1. Determining the term of a patent is primarily carried out to see until when a patent is in force. Usually the term of a patent is calculated by considering several factors like filing date; grant date, PTA, PTE, terminal disclaimers, maintenance fee payment details, etc. There are times when we look for a basic yet an instant way to estimate the term of a patent.

PTEInstant Solution-1: Patent Term Calculator
For those who want to get simple estimates, Patent Term Calculator is an instant tool that estimates the term of a given U.S patent number. It fetches the patent data from EPO/INPADOC to do this estimation.
It collects all the priority numbers/dates and identifies the right priority date (by eliminating the foreign and provisional priority) and adds the number of years based on the filing date and also extracts PTA days from the face of the patent when available and adds it to the term. It will also check for presence of TD on the front page and indicate in the interface.

2. Patent Family Tree is the graphical representation of a patent family based on genealogy and timeline. It is usually used to visualize the relationship of the patents and the jurisdictions covered.

PTFGInstant Solution-2: PTFG
Patent Family Tree Generator (PFTG) generates a visually interpretable family tree using any given patent, application, or publication number. The patent family tree is generated based on genealogy and timeline. This product extracts the priority information from INPADOC and groups it to generate an extended family tree where all the applications that share at least one common priority are included in the map, which includes provisional and abandoned applications.


3. IDS Submission (PTO/SB/08A and 08B)
is a critical part during the US patent prosecution process. An inventor or his representative is obligated to submit all the known prior-art material to the patentability of the invention. Attorneys and paralegals often spend hours generating IDS forms every time when they want to submit citations for their clients. Usually the time is spent on checking the accuracy of the data (i.e., the inventor/assignee names, publication dates, etc.)

IDS GeneratorInstant Solution-3: IDS Generator
Make this long process shorter. Through this tool, anyone can easily generate IDS forms in the USPTO-approved EFS-ready format. You simply enter patent or publication number(s) or copy and paste from a document (Word or Excel); the tool takes care of the rest. This tool extracts the relevant inventor/assignee and the dates from official public database and auto populates the form.

 

4. Claim Charts are usually prepared while evaluating the patent claims or during an infringement analysis.


Claim Chart Generator-newInstant Solution-4:
Claim Chart Generator
This handy tool generates claim charts broken down by claim element in a downloadable format in a click for any given U.S. patent/publication number, PCT Number, or EP patent/publication number. You can also choose the output formats as Word, Excel or HTML.

 

5. Checking whether a patent has been litigated is mostly executed by attorneys and paralegals for research, licensing, acquisition, or litigation purposes.

Litigation CheckerInstant Solution-5: Has This Patent Been Litigated?
This tool is a lighter version of the MaxVal’s Litigation Databank that gives a quick answer about the litigation history of a patent. You just input the patent number and it tells you if it’s been litigated or not along with the number of cases. One can use this tool to perform litigation checks for cases across US District courts, CAFC, ITC and the Supreme Court.