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Cadence IP is a workflow management platform built specifically for patent and trademark practices. It brings your matters, deadlines, correspondence, documents, and billing into a single system with automation that handles the routine work so you can focus on the substantive.
Manage Matters
Track every patent, trademark, and design matter through its lifecycle with configurable workflow steps.
Automate Workflows
Set up automations that send emails, create tasks, generate documents, and advance steps based on triggers like deadlines or step changes.
Communicate
Send and receive emails directly within matters. Incoming emails are automatically matched and filed using subject tags.
Generate Documents
Create letters, reports, and forms from DOCX templates with automatic variable substitution for matter data.
Track Time & Bill
Record time with a built-in timer, generate invoices from templates, and sync to Xero with foreign exchange support.
AI-Powered Assistance
Use the AI assistant to draft emails, summarise documents, and propose workflow actions with matter-aware context.
Before diving in, here are the building blocks you will work with every day:
Matter Types
Templates that define how a category of work is structured. A matter type specifies the workflow steps, custom fields, roles, and templates available. You might have separate matter types for PCT Applications, AU Standard Patents, Trademarks, and Designs.
Matters
Individual cases or files. Each matter belongs to a matter type and progresses through its defined steps. A matter holds field values, contacts, tasks, emails, documents, and time entries.
Steps
The stages a matter moves through. For a patent application, steps might be: Filing, Examination, Acceptance, Grant. Automations can fire when a matter reaches a particular step.
Fields
Custom data attached to each matter: text, dates, numbers, lists, and calculated dates. Fields marked as deadlines appear in the deadline view and calendar.
Roles
Contacts linked to a matter in a specific capacity: Applicant, Inventor, Attorney, Foreign Associate. Automations can send emails to contacts based on their role.
Automations
Rules that execute actions when conditions are met. A deadline approaching, a step changing, or an email arriving can trigger emails, tasks, documents, and more.
The platform has three main areas you will use daily:
Sidebar
Switch between matters, tasks, deadlines, contacts, calendar, and saved views. The sidebar also shows overdue task counts and your active timer.
Dashboard
A powerful data table that lets you search, filter, and sort across all your matters, tasks, deadlines, and contacts.
Matter Page
Everything about a single matter: step progress, field values, tasks, emails, documents, and the AI assistant.
Spotlight Search
Press Ctrl + K (or Cmd + K on Mac) anywhere in the app to open spotlight search. It searches across matter names, IDs, field values, contacts, and tasks.If you are setting up Cadence IP for the first time, follow these steps:
Create your account
Set up your first matter type
Import or create matters
Connect email
Set up automations