FlexTrac IP

C
Android app
Not listed
Free plan
No
Paid plans from
$159.95/mo
Runs on
Linux, Mac, Web, Windows
flextrac.com
The FlexTrac IP homepage

Summary

FlexTrac IP is intellectual-property management software for docketing, client administration and related professional services. Its modules cover patents, trademarks, copyrights, licensing and trade secrets, with tools for portfolio tracking, prosecution deadlines, renewals and filing management. For U.S. patent and trademark matters, it creates docket tasks from triggering events and due-date rules; foreign matters are entered manually. The Forms Library includes more than 200 PTO forms and over 40 customizable reports. Its synchronization tool imports data from Private PAIR and TSDR, but users must decide whether to accept, reject or permanently reject changes, and foreign offices are not supported. WebAccess gives clients a portal to view current matter information. DirectMail connects CTS data merging with Outlook and Thunderbird, while OutlookReminder links CTS reminder management to Outlook. FlexTrac offers cloud and local-install deployment, with local, cloud or hybrid options. Solo Edition costs $159.95/mo; listed higher tiers range from $254.95/mo for Professional to $1,082.95/mo for Enterprise Server.

Who it is for

FlexTrac IP may suit solo IP attorneys, IP firms, corporate legal departments or virtual IP practices. Its editions are described for those different customer settings.

What is good

  • Manages patents, trademarks, copyrights, licensing and trade secrets.
  • Automatically dockets U.S. patent and trademark tasks.
  • Forms Library has more than 200 PTO forms.
  • Offers cloud, local-install and hybrid options.
  • WebAccess lets clients view matter information.

What to know first

  • Foreign matters must be docketed manually.
  • Synchronization does not cover foreign offices.
  • No free plan is listed.
  • Solo Edition costs $159.95/mo.

Verdict

FlexTrac IP offers dedicated matter and docket management across several IP areas, with deployment choices. Its foreign-office synchronization limit and paid entry plan are worth weighing against your workflow.

FlexTrac IP plans and pricing

All plans
Solo Edition $159.95/mo $159.95/mo Unlimited cases/records · ongoing free software upgrades · unlimited toll-free support calls flextrac.com · 30 Sept 2026
Popular Professional Edition $254.95/mo $254.95/mo Unlimited simultaneous users and cases/records · ongoing free software upgrades · unlimited toll-free support calls flextrac.com · 30 Sept 2026
Corporate Edition $350.95/mo $350.95/mo Unlimited simultaneous users and cases/records · ongoing free software upgrades · unlimited toll-free support calls flextrac.com · 30 Sept 2026
Dedicated Server $832.95/mo $832.95/mo Remote users · web access portal · 7-day sequential backups and maintenance · unlimited cases/records flextrac.com · 30 Sept 2026
Enterprise Server $1082.95/mo $1082.95/mo Not specified on pricing page flextrac.com · 30 Sept 2026

Compared on legal intellectual property management software

Free plan
Noflextrac.com
Patent portfolio tracking
Yesflextrac.com
Trademark portfolio tracking
Yesflextrac.com
Prosecution deadlines
Yesflextrac.com
Renewal management
Yesflextrac.com
Filing management
Yesflextrac.com
Deployment
hybridflextrac.com

Facts

Product purpose
FlexTrac provides intellectual-property management technology for docket management, client administration and related professional services.flextrac.com · 30 Sept 2026
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.flextrac.com · 30 Sept 2026
Matter types
Its modules manage patents, trademarks, copyrights, licensing and trade secrets.flextrac.com · 30 Sept 2026
Forms
The Forms Library includes more than 200 PTO forms, over 40 customizable reports and Acrobat EFS form combinations for USPTO electronic filing.flextrac.com · 30 Sept 2026
USPTO integration
The USPTO synchronization tool pulls data from Private PAIR and TSDR, but users must accept, reject or permanently reject changes.flextrac.com · 30 Sept 2026
Foreign-office limit
FlexTrac states that its synchronization tool does not sync with foreign offices.flextrac.com · 30 Sept 2026
Email integrations
DirectMail supports intelligent CTS data merging with Microsoft Outlook and Mozilla Thunderbird.flextrac.com · 30 Sept 2026
Outlook reminders
OutlookReminder integrates CTS reminder management with Microsoft Outlook and supports viewing reminders on a mobile smartphone.flextrac.com · 30 Sept 2026
Web client portal
WebAccess lets clients log in and view up-to-date information about their intellectual-property matters.flextrac.com · 30 Sept 2026
Security
ScreenConnect access supports AES-256 encryption and two-factor authentication.flextrac.com · 30 Sept 2026
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.flextrac.com · 30 Sept 2026
Operating systems
ScreenConnect cloud/web access supports Windows, Mac and Linux, with growing support for tablets and mobile devices.flextrac.com · 30 Sept 2026

Company

Founded
1996flextrac.com · 28 Sept 2026
Headquarters
Newark, Delaware, United Statesflextrac.com · 28 Sept 2026

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