FlexTrac IP vs WebTMS

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.

WebTMS is cloud-based IP portfolio management software for trademark professionals and other IP teams. Its records cover trademarks, contracts, disputes, patents, domain names, designs, customs registrations, and copyrights. Trademark users can import or audit data from more than 180 jurisdictions, and Data Sync can refresh selected records while retaining an audit history. The software calculates trademark maintenance deadlines and provides dashboard and email diary reports for selected deadlines and review dates. Reporting includes more than 50 reports and a builder for custom layouts. Users can upload and search documents across record types and create Word or email templates. Administrators can set access levels from View Only to Administrator and restrict modules; clients can be limited to selected records and system areas, while agents can edit assigned records with changes tracked. Outlook integration supports uploading emails to records and composing template-based merge emails. WebTMS offers a free, fully functional trial and is browser based, accessible from a Windows or Mac computer with internet access. The listed platforms are macOS, web, and Windows. The company says it serves organizations from sole practitioners to FTSE 100 corporations, as well as trademark attorneys and multinational companies. Pricing is available on request.