FlexTrac IP
FlexTrac IP is intellectual-property management software for docketing, client administration and related professional services.
What FlexTrac IP is
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.
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.
Watch out
- Foreign matters must be docketed manually.
- Synchronization does not cover foreign offices.
- No free plan is listed.
- Solo Edition costs $159.95/mo.
Who it suits
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.
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.
Plans and prices
From FlexTrac IP's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo Edition | $159.95 a month | Unlimited cases/records · ongoing free software upgrades · unlimited toll-free support calls · $159.95/mo |
| Popular Professional Edition | $254.95 a month | Unlimited simultaneous users and cases/records · ongoing free software upgrades · unlimited toll-free support calls · $254.95/mo |
| Corporate Edition | $350.95 a month | Unlimited simultaneous users and cases/records · ongoing free software upgrades · unlimited toll-free support calls · $350.95/mo |
| Dedicated Server | $832.95 a month | Remote users · web access portal · 7-day sequential backups and maintenance · unlimited cases/records · $832.95/mo |
| Enterprise Server | $1,082.95 a month | Not specified on pricing page · $1082.95/mo |
The facts
Each one read from FlexTrac IP's own pages, with the date it was checked.
What it does
- Deployment
- FlexTrac IP CTS is offered as cloud and local-install based IP management software, with local, cloud or hybrid options shown in pricing.checked 30 Sep 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.checked 30 Sep 2026
- Email integrations
- DirectMail supports intelligent CTS data merging with Microsoft Outlook and Mozilla Thunderbird.checked 30 Sep 2026
- Foreign-office limit
- FlexTrac states that its synchronization tool does not sync with foreign offices.checked 30 Sep 2026
- Forms
- The Forms Library includes more than 200 PTO forms, over 40 customizable reports and Acrobat EFS form combinations for USPTO electronic filing.checked 30 Sep 2026
- Matter types
- Its modules manage patents, trademarks, copyrights, licensing and trade secrets.checked 30 Sep 2026
- Operating systems
- ScreenConnect cloud/web access supports Windows, Mac and Linux, with growing support for tablets and mobile devices.checked 30 Sep 2026
- Outlook reminders
- OutlookReminder integrates CTS reminder management with Microsoft Outlook and supports viewing reminders on a mobile smartphone.checked 30 Sep 2026
- Product purpose
- FlexTrac provides intellectual-property management technology for docket management, client administration and related professional services.checked 30 Sep 2026
- Security
- ScreenConnect access supports AES-256 encryption and two-factor authentication.checked 30 Sep 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.checked 30 Sep 2026
- 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.checked 30 Sep 2026
- USPTO integration
- The USPTO synchronization tool pulls data from Private PAIR and TSDR, but users must accept, reject or permanently reject changes.checked 30 Sep 2026
- Web client portal
- WebAccess lets clients log in and view up-to-date information about their intellectual-property matters.checked 30 Sep 2026
The company
- Founded
- 1996checked 28 Sep 2026
- Headquarters
- Newark, Delaware, United Stateschecked 28 Sep 2026
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