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FlexTrac

by TORViC Technologies · Since 1995
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ActiveAvailable globallyCloud
Quick facts
VendorTORViC Technologies
Year launched1995
StatusActive
Location40 E. Main Street Suite 532 Newark, DE 19711 U.S.A.
Countries servedGlobal
Languages6
Integrations3+
Free tier
Free trial
Contact sales

About FlexTrac

FlexTrac is an intellectual property docketing management software from TORViC Technologies that supports the tracking and management of patent cases. It combines services, web access, and an inventor portal so legal teams can efficiently manage US Patent Cases, PCT Cases, and Foreign Patent Cases. FlexTrac also includes a client care center to assist users with inquiries and feedback. The system is designed to help organizations stay organized and informed about their intellectual property cases. Key capabilities: services testimonials client care center web access inventor portal Best for: legal and IP professionals that need to manage patent docketing and related services efficiently.

FlexTrac, developed by TORViC Technologies, is a specialized intellectual property management and docketing software that delivers a robust, all-in-one solution for IP professionals ranging from solo practitioners to large corporate legal departments. Designed to streamline the complexities of patents, trademarks, and copyrights, FlexTrac stands out for offering advanced enterprise-grade capabilities at a fraction of the cost of comparable systems. It consolidates docketing, document management, time tracking, billing, and client collaboration tools into a fully integrated suite, eliminating the need for disparate platforms. The interface, supported by features like the ExecutiveInsight dashboard and user-customizable views, is designed for intuitive navigation, allowing paralegals and attorneys alike to manage dockets efficiently. Core functions such as UsptoSync, which automatically imports data from USPTO Private PAIR and TSDR, and the extensive FormsLibrary of over 450 auto-populating PTO forms, significantly reduce manual work and the potential for errors. Its PaperlessOffice system centralizes file management and launches files in their correct applications, supporting firms in their transition to digital workflows.

Pros & Cons

What users like
  • +Affordable pricing: Offers robust IP docketing features at a fraction of the cost of major competitors
  • +Highly customizable: Users can tailor templates, reminders, and reporting fields to meet client-specific needs
  • +Comprehensive IP coverage: Manages trademarks, patents, copyrights, licensing, and more
  • +Cloud-based access: Eliminates concerns about backups and server crashes
  • +Responsive customer support: Known for hands-on assistance and willingness to implement user suggestions
  • +USPTO integration: Scrapes data and updates deadlines based on rule changes
  • +Time-saving automation: Email merge, reminder rules, and centralized file management
  • +Web access for clients: Real-time case visibility and communication via inventor portal
What users flag
  • Not a true cloud-native system: Functions more like remote desktop software wrapped in cloud access
  • Slower performance: Some users report lag when accessing docket data on the cloud
  • Limited international automation: Deadlines for foreign filings often need manual input
  • Interface feels dated: Lacks sleek, modern design compared to newer platforms
  • Support delays: Occasional slow response times for technical issues
  • No free version: Only paid plans available, starting at $99.95/user/month

Features

Key features

Tailored Technology Solutions
FlexTrac creates custom-built Intellectual Property (IP) management software to meet the unique needs of its clients.
All-in-One Integrated System
The software's embedded modules and integrated solutions are included at no extra cost, ensuring all features work together seamlessly without needing third-party tools.
CTS Embedded Modules
This suite of included modules offers features like time tracking, billing, a forms library, and a centralized file management system.
CTS Integrated Solutions
Provides integrated features such as automated USPTO agent data sync, an online client portal, and automated database backups.
Economic Pricing
FlexTrac offers advanced, enterprise-level IP management capabilities at a significantly lower cost than competing systems.
Law Firm in a Box Services
In addition to software, FlexTrac provides a wide range of a la carte services like virtual reception, managed IT, and managed docketing.

Additional features

Tailored Technology Solutions
The software is specifically tailored to the unique needs of clients.
IP Management
It is a comprehensive suite of software for managing intellectual property.
Economically Priced
The platform offers advanced capabilities at a fraction of the cost of expensive systems.
Client-Involved Development
FlexTrac involves clients in identifying future system enhancements and new product innovations.
CTS Solutions
The software is offered in various editions for different needs, including Solo, Professional, Corporate, and Dedicated Cloud Server.
CTS Embedded Modules
These modules are included with the software purchase at no additional cost.
ExecutiveInsight
A dashboard that provides key performance indicators (KPIs).
FormsLibrary
Includes over 450 up-to-date Patent and Trademark Office (PTO) forms.
PaperlessOffice
A centralized file management system.
DirectMail
Custom email communication tools.
EffortTrac
A flexible time tracking and billing module.
CTS Integrated Solutions
A set of integrated features that are included with the software.
UsptoSync
An automated USPTO agent data sync.
WebAccess
A secure online portal for clients.
Inventor Portal
An online portal for communication between clients and attorneys.
OutlookReminder
Sends MS Outlook calendar reminders.
GridUp
An automated CTS database backup.
ScreenConnect
A browser-based desktop sharing feature.
Law Firm in a Box Services
A suite of professional services offered by FlexTrac.
Virtual Reception
Provides virtual reception services for law firms.
Billing/Payroll
Services for recording, organizing, and managing financial transactions.
IT Consulting Services
Services for file sharing, setup, maintenance, and custom program setup.
Custom Software Development Services
Provides planning, analysis, design, development, and implementation of custom software.
Managed Docketing Services
Offers docketing and paralegal services billed in 1/4 hour increments.
Graphic Design and Marketing Services
Provides graphic design and marketing services specific to law firms.
Regular System Improvements
FlexTrac continuously improves system quality and adds enhancements.
Guaranteed Upgrade Path
Guarantees a path from a client's current system to any of their fully supported solutions.
Client Care Center
A comprehensive 24/7 client care center program that provides system support and technical expertise.
Online Ticket Portal
Allows users to report new issues and track their status.
User Guides and FAQs
Offers easy-to-understand user guides, tips, tricks, and frequently asked questions.
Complimentary Training
Provides training to help clients set up and use the system to its full potential.
Managed IT Services
Offers managed IT support for network infrastructure and security.
Web Development
Provides web development services to create sales-centric websites.
Online Marketing
Delivers customized campaigns to generate leads and increase brand awareness.
Virtual Admin Assistant
Provides a professional service at a fraction of the cost of a full-time employee.
Branding & Print
Offers in-house design, print, and finishing capabilities to enhance a corporate brand.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Solo Edition

USD 159.95

Countries & Languages

Global
Countries served
6
Interface languages
15
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇿NZD🇭🇰HKD🇰🇷KRW🇸🇬SGD🇮🇳INR🇷🇺RUB

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