FlexTrac IP
flextrac.com
What it is
FlexTrac IP manages intellectual-property matters, including patents, trademarks, copyrights, licensing and trade secrets. It provides docket management, client administration and related professional services, with U.S. patent and trademark tasks docketed from triggering events and due-date rules. Foreign matters must be docketed manually. Its Forms Library includes more than 200 PTO forms, over 40 customizable reports and Acrobat EFS form combinations for USPTO electronic filing.
A synchronization tool pulls data from Private PAIR and TSDR, but users must accept or reject changes; it does not sync foreign offices. WebAccess lets clients view current matter information, while DirectMail and OutlookReminder connect selected workflows with Outlook and Thunderbird. FlexTrac offers cloud and local installation, including local, cloud or hybrid options. Listed plans start with Solo Edition at $159.95/mo, followed by Professional at $254.95/mo, Corporate at $350.95/mo, Dedicated Server at $832.95/mo and Enterprise Server at $1,082.95/mo. Platforms listed include Linux, macOS, web and Windows.
Spec sheet
- Deployment
- FlexTrac IP CTS is offered as cloud and local-install based IP management software, with local, cloud or hybrid options shown in pricing.Read 30 Sep 2026 · flextrac.com
- Security
- ScreenConnect access supports AES-256 encryption and two-factor authentication.Read 30 Sep 2026 · flextrac.com
- Support
- The Client Care Center provides support tools, manuals and training videos 24 hours a day, seven days a week, with toll-free support at +1.855.997.9933.Read 30 Sep 2026 · flextrac.com
- Headquarters
- Newark, Delaware, United StatesRead 28 Sep 2026 · flextrac.com
- Founded
- 1996Read 28 Sep 2026 · flextrac.com
- Docketing
- The system automatically dockets U.S. patent and trademark tasks using triggering events and due-date rules, while foreign matters can be docketed manually.Read 30 Sep 2026 · flextrac.com
- Email integrations
- DirectMail supports intelligent CTS data merging with Microsoft Outlook and Mozilla Thunderbird.Read 30 Sep 2026 · flextrac.com
- Foreign-office limit
- FlexTrac states that its synchronization tool does not sync with foreign offices.Read 30 Sep 2026 · flextrac.com
- Forms
- The Forms Library includes more than 200 PTO forms, over 40 customizable reports and Acrobat EFS form combinations for USPTO electronic filing.Read 30 Sep 2026 · flextrac.com
- Matter types
- Its modules manage patents, trademarks, copyrights, licensing and trade secrets.Read 30 Sep 2026 · flextrac.com
- Operating systems
- ScreenConnect cloud/web access supports Windows, Mac and Linux, with growing support for tablets and mobile devices.Read 30 Sep 2026 · flextrac.com
- Outlook reminders
- OutlookReminder integrates CTS reminder management with Microsoft Outlook and supports viewing reminders on a mobile smartphone.Read 30 Sep 2026 · flextrac.com
- Product purpose
- FlexTrac provides intellectual-property management technology for docket management, client administration and related professional services.Read 30 Sep 2026 · flextrac.com
- Target customers
- The Solo edition is intended for a solo IP agent or attorney, Professional for an IP law firm or general-practice firm IP department, Corporate for a corporate IP legal department, and Dedicated Cloud Server for virtual IP practices.Read 30 Sep 2026 · flextrac.com
- USPTO integration
- The USPTO synchronization tool pulls data from Private PAIR and TSDR, but users must accept, reject or permanently reject changes.Read 30 Sep 2026 · flextrac.com
- Web client portal
- WebAccess lets clients log in and view up-to-date information about their intellectual-property matters.Read 30 Sep 2026 · flextrac.com
Plans and prices
Solo Edition $159.95 a month $159.95/mo Unlimited cases/records · ongoing free software upgrades · unlimited toll-free support calls Read 30 Sep 2026 · flextrac.com
Popular Professional Edition $254.95 a month $254.95/mo Unlimited simultaneous users and cases/records · ongoing free software upgrades · unlimited toll-free support calls Read 30 Sep 2026 · flextrac.com
Corporate Edition $350.95 a month $350.95/mo Unlimited simultaneous users and cases/records · ongoing free software upgrades · unlimited toll-free support calls Read 30 Sep 2026 · flextrac.com
Dedicated Server $832.95 a month $832.95/mo Remote users · web access portal · 7-day sequential backups and maintenance · unlimited cases/records Read 30 Sep 2026 · flextrac.com
Enterprise Server $1,082.95 a month $1082.95/mo Not specified on pricing page Read 30 Sep 2026 · flextrac.com
Strong points and limits
Strong points
- Modules cover five types of IP matters
- U.S. docketing uses triggering events and due-date rules
- Forms Library includes over 200 PTO forms
- WebAccess gives clients a matter-viewing portal
- AES-256 encryption and two-factor authentication for ScreenConnect access
Limits
- No free plan
- Foreign matters are docketed manually
- Synchronization excludes foreign offices
- Solo Edition costs $159.95/mo
Who it suits
Solo Edition is intended for a solo IP agent or attorney. Professional and Corporate editions target IP law firms, general-practice firm IP departments and corporate IP legal departments; Dedicated Cloud Server is for virtual IP practices.
Verdict
FlexTrac IP covers a wide range of IP matter workflows and offers local, cloud and hybrid deployment. Its U.S.-focused docketing and synchronization limits, along with monthly plan prices, are important selection factors.
Where Specifiction places it
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