WebTMS
WebTMS is cloud-based IP portfolio management software for trademark professionals and other IP teams.
What WebTMS is
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. Teams can import or audit trademark data from more than 180 jurisdictions; Data Sync can update selected records and keep an audit history. The software calculates trademark maintenance deadlines and provides dashboard and email diary reports for selected dates. It includes more than 50 reports and a builder for custom report layouts. Users can upload and search documents across record types and create Word or email templates. Administrators can set access from View Only to Administrator and restrict modules; client access can be limited to selected records, while agents can edit assigned records with changes tracked. Outlook tools support uploading emails to records and composing template-based merge emails. WebTMS offers a fully functional trial and browser access from Windows or Mac computers with internet access. Pricing is on request.
Good
- Supports records across eight types of IP matters.
- Trademark data covers more than 180 jurisdictions.
- Includes more than 50 reports and custom report layouts.
- Offers a fully functional trial.
- Client and agent access can be controlled.
Watch out
- Pricing is available on request.
- The listed email upload add-in requires Outlook 2010 or later on Windows.
- Data Sync updates selected trademark records.
Who it suits
WebTMS suits trademark professionals and IP teams managing portfolios across multiple matter types and jurisdictions. Its access controls and client and agent permissions may also suit organisations that need different levels of record access.
Verdict
WebTMS combines IP records, deadline management, reporting, documents, and access controls. Organisations can try the fully functional browser-based trial before requesting pricing.
The facts
Each one read from WebTMS's own pages, with the date it was checked.
What it does
- Client and agent access
- Client access can be limited to selected records and system areas, while agents can edit assigned records and their changes can be tracked.checked 9 Oct 2026
- Data sync
- Data Sync links trademark records to data from 180 jurisdictions and provides an audit history of updates.checked 9 Oct 2026
- Deadline management
- WebTMS calculates trademark maintenance deadlines and provides dashboard and email diary reports for selected deadlines and review dates.checked 9 Oct 2026
- Document handling
- Users can upload electronic documents to record types, search uploaded documents, and create Word or email templates.checked 9 Oct 2026
- Documents
- Users can upload electronic documents to any record type and search uploaded documents.checked 9 Oct 2026
- Email integration
- A WebTMS add-in lets users upload Outlook emails directly to WebTMS records and works with Outlook 2010 or later on Microsoft Windows.checked 9 Oct 2026
- IP matters
- Its modules cover trademarks, contracts, disputes, patents, domain names, registered designs, customs recordations, and copyrights.checked 9 Oct 2026
- Outlook integration
- The Outlook add-in uploads emails to WebTMS records and can compose merge emails from WebTMS templates; a newer web-based add-in supports Outlook for Mac, Outlook on the web, new Outlook, and classic Outlook 2016 or later.checked 9 Oct 2026
- Portfolio coverage
- The product supports records for trademarks, contracts, disputes, patents, domain names, designs, customs registrations, and copyrights.checked 9 Oct 2026
- Product
- WebTMS is IP portfolio management software for trademark professionals and other IP teams.checked 9 Oct 2026
- Reporting
- The site says WebTMS includes more than 50 reports and a DIY report builder for creating custom report layouts.checked 9 Oct 2026
- Sales process
- The demo request page says the team will assess whether WebTMS or Alt Legal is the better fit for an organisation.checked 9 Oct 2026
- Security
- WebTMS stated in 2019 that it was officially certified for ISO 27001.checked 9 Oct 2026
- Support
- The site lists regional support and training contacts for the United States and Europe.checked 9 Oct 2026
- Target customers
- WebTMS says it serves organisations from sole practitioners to FTSE 100 corporations, as well as trademark attorneys and multinational companies.checked 9 Oct 2026
- Trademark data
- Users can import or audit trademark data from more than 180 jurisdictions, and Data Sync can automatically update selected records from those jurisdictions.checked 9 Oct 2026
- Trademark docketing
- It automatically calculates trademark maintenance deadlines and supports data from over 180 trademark jurisdictions.checked 9 Oct 2026
- User permissions
- Administrators can set user access levels from View Only to Administrator and restrict access to selected modules.checked 9 Oct 2026
- Who it serves
- The company says WebTMS serves organisations ranging from sole practitioners to FTSE 100 corporations.checked 9 Oct 2026
The company
- Company history
- The company says it was formed in 1998 and joined Alt Legal in 2026.checked 9 Oct 2026
- Founded
- The company says it was formed in 1998.checked 9 Oct 2026
Money
- Free trial
- The official site offers a request for a free trial, but does not state its duration on the page.checked 9 Oct 2026
- Trial and access
- WebTMS offers a free, fully functional trial, and the trial page says the product is browser based and can be accessed from a Windows or Mac computer with internet access.checked 9 Oct 2026
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