WebTMS

WebTMS - easy to use and reliable

Comments: Experience with WebTMS software is very good. In addition WebTMS has a great support team. They attend many of the wellknown conferences, organise workshop and webinars. It is always easy to connect with WebTMS.

Pros:

WebTMS is great. It is easy to use. One can adjust the functionality to the needs of the office and clients. It is reliable. I never experienced any problems. WebTMS software fits any organisation no matter what size.

Cons:

Cannot say. There is nothing that I do not like.

Great trademark docketing software at a good price.

Comments: I have used Web TMS since 2013 and I have been impressed with its ability to be customized when running reports, the ability to handle large dockets, the ability to set up a mailing of a weekly docket to my work email and the ability to create reports for clients so they may see their marks sorted by country, international class or business entity.

Pros:

The fact that you can easily download records from the USPTO.

Cons:

The fact any difference in owner name or address creates a new record.

Alternatives Considered: Express License Management

Reasons for Choosing WebTMS: What TMS was a more effective product able to quickly run client reports and has automatic docketing capabilities and was able to be customized by me.

Switched From: TM Cloud

Reasons for Switching to WebTMS: WebTMS was more cost effective.

10 Year User of Webtms

Pros:

Webtms covers the basics for most global trademark prosecution & dispute record keeping and reporting needs for a vast majority of most of our clients ranging from 50 record portfolio size to over 20k-40k record size. It syncs with a number of trademark offices for immediate access to current particulars and status of a trademark record in a number of countries and has a good amount of download capabilities when transferring records.

Cons:

The document management features of the program, the number of clicks per matter you have to use in the new interface (almost double the number of clicks compared to the classic version. 2 more biz group fields to use would be helpful (one or two as a free text box would be most helpful).

Alternatives Considered: CPi Trademark Management System, Express License Management, Lecorpio Licensing Management and TM Cloud

Reasons for Choosing WebTMS: Multiple data sources being consolidated to one place, users having no system and encouraged to invest in a system, clients frustrated with their current platform and like the number of available features in webtms off the shelf but don’t want to pay Anaqua prices.

Reasons for Switching to WebTMS: Usually clients select wtms based on our recommendation. Because it checks off many of their ‘must have’ requirements. That it has adequate securities that corporations allow. And that it’s a competitive package for pricing overall and because it is billed quarterly. Most of the time the customer service is also easier to work with as a partnership compared to many companies that are great during sales but not great for a long term partnership.

WebTMS Rocks!

Comments: Whenever we have an issue we can't solve, the team is always super helpful! They are able to provide a solution or at least a workaround until a permanent solution can be found. The webinars have also been a great feature. Even when you don't think it will be all that applicable to the work you do, you always end up learning something that helps with your day-to-day work.

Pros:

The product is user-friendly, very intuitive. It was the easiest, by far, integration I've ever experience. I also like that it was developed for trademark work rather than converted from a patent database system.

Cons:

Nothing specific comes to mind. From time to time, we think of different features that we think would be helpful - maybe something that we had access to in a different system. These features are typically user preference.

Alternatives Considered: Express License Management

Reasons for Switching to WebTMS: The functionality was comparable for what we needed, with the cost being much more affordable.

Software for the Trademark Practitioner

Comments: We are able to manage multiple companies with multiple business units and keep all the records organized and categorized for reporting and management. For our in-house team, having all our companies in one central system that is accessible by multiple users in different parts of the world is extremely convenient. The Agent and Client access portals are also a great feature so the system can be used by different teams without impacting the data.

Pros:

The WebTMS software is intuitive for trademark professionals. Its easy to navigate to the information and data you need to see and update. Reports are convenient and quickly generated for delivery to the client as well as for our team use. Law Rules are also easy to view to confirm your dates are generating correctly and in line with current laws.

Cons:

I feel some of the action schedules could be updated to include additional common US deadlines in the TM and Dispute records. I would also like more of the record query field locations to be customizable. I think also that cross module reporting that pulls in data from various modules could be expanded. However, I think they are working on this search/query and reports development already.