Patent case management software for Indian agents and firms
Stage
Not given
Not given
Founded
2023
Not given
Based in
AE
IN
Pricing model
Freemium
Freemium
Pricing
Premium: $12/month or $120/year (up to 100 assets, 1GB storage, 1 active will with 3 drafts, support access, member permissions). Family Plan: $25/month or $240/year (up to 300 assets, 10GB storage, 1 active will with 10 drafts, advanced member controls, guided family setup).
Not given
Key features
Smart Will Builder with jurisdiction-aware guidance for drafting wills
Encrypted digital vault for secure document storage with role-based access controls
Digital asset inventory management covering financial, digital, and physical assets
Family structure and roles management with customizable permissions
Distribution coordination workflow for verified access after passing
Progress dashboard to track legacy planning completion
Support for 24 countries and 18 religious inheritance traditions
Two-factor authentication and AES/TLS encryption for security
AI-powered planning guidance and smart allocation tools
GDPR privacy practices and SOC-2 compliance
Track statutory deadlines, renewal cycles, milestones, and hearing dates in one view
Prefilled IPO form exports on every plan including Starter
Manage patent, design, and trademark cases in one workspace
Bulk import cases from spreadsheets
InPASS status checks to monitor application changes
Document vault with version history and client sharing
Tasks and follow-ups tied to deadlines
Quotations, invoices, and billing templates on Professional and Firm plans
AI patent drafting in beta to turn disclosures into structured briefs
Lead tracking from enquiry to case conversion
What makes it different
Supports digital assets alongside traditional estate planning, addressing an often-overlooked aspect of inheritance
Jurisdiction-aware will drafting supporting multiple legal systems and religious inheritance traditions globally
Encrypted before upload with role-based access controls ensuring user maintains complete control over shared information
Designed for families with cross-border lives and expats with assets across multiple countries
Secure distribution coordination workflow preventing unauthorized access while ensuring wishes are followed after passing
No lengthy implementation — import spreadsheets and start working in minutes
Zero AI training on user data with enterprise AI contracts
AES-256 encryption at rest and TLS 1.3 in transit on Google Cloud Mumbai region
No setup fees with transparent monthly pricing
Manage all IP types in one plan without separate subscriptions