PracticeLink 2.5 in one place: Correspondence Intake, Workflow History, Client Management, what each role gets, and two live August sessions.
Fast Intake. Clear Insights. Smart Client Service.
One email lands at 8:15 with five attachments and three different matters inside it. An office action. A filing receipt. Two client letters. A fee statement for a case that isn't even open on your desk. Right now, sorting that one message means splitting the PDF by hand, profiling each piece, and hopping between your docketing system, your DMS, and the email to place all five.
PracticeLink 2.5 shortens that path. It's built around the work your team already does, not a feature tour. Three things change how the day feels: intake happens once, every document carries a clear trail, and the full client picture lives in one place.
It complements the tools you already run. You integrate it alongside your docketing system and your DMS. Nothing gets ripped out. There's no migration.
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Correspondence Intake: One Review and Done
That five-attachment email is where the day starts, so start there.
With Correspondence Intake, PDFs split at capture. One email with many attachments becomes separate document packages. Each one gets profiled and classified once. Then each package routes independently to where it belongs. The office action goes to its matter. The fee statement goes to its case. The client letter lands where it should.
One review, and every package goes where it should. Docketing gets one clean work item, not five.
For the people in the inbox (docketers, paralegals, assistants): No manual splitting. No duplicate docketing tasks stacking up behind a single message. No tab-hopping to place one document. Fewer clicks and one clean pass on the highest-volume task of the day.
For managers (docket and ops): Every package gets profiled the same way, every time. When a document is classified once, cleanly, at capture, you stop chasing the corrections that used to pile up at 4:00. Fewer downstream fixes means fewer people pulled off their own work.
For leadership (partners, ops directors): Capacity comes back to the people who move filings out the door. When the task runs hundreds of times a day, small savings compound fast.
For clients: Their correspondence gets where it needs to go faster, without the manual sorting that used to slow the first touch of the day.
Correspondence Intake works with your existing docketing system. It hands off one clean work item. It doesn't replace anything.
- Automated document intake helps firms sort mail 50% faster. - Quartz IP clients move more than 700,000 documents a year.
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Workflow History: See Where Every Document Went
"Where did this document go?" It's the question that eats a paralegal's afternoon.
Every workflow in 2.5 now has a History tab. It's a chain of custody, built right into the workflow. Who did what. When. Where the document started, and what's still expected downstream. You answer "where did that go?" on one tab, instead of opening three systems and rebuilding the trail from memory.
For the people in the inbox (docketers, paralegals, assistants): A document's full history sits on one tab. No calling around. No guessing at a timeline. You find the answer and get back to the work that never stops.
For managers (docket and ops): A near-miss used to mean a reconstruction scramble. Pull the emails, call the docketer, guess at the timeline. Now you root-cause it in seconds. You open the History tab, you see the chain, and you know exactly where the ball got dropped and why. That's the difference between a war story and a fixed process.
For leadership (partners, ops directors): Every document carries accountability. A near-miss has a trail, not a shrug. Procedural risk drops when the process itself remembers what happened.
For clients: When something needs answering, the person picking up the phone can see the real history instead of promising to check and call back.
Workflow History gives you the trail without asking you to move off your docketing system or your DMS.
- 25% reduction in administrative time. - 5 of the top 10 US patent filing firms use Quartz.
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Client Management: The Whole Client Picture in One Place
Every client comes with rules. The client's guidelines. Contracts. Pricing. Pre-matter documents. Today they live in inboxes, shared drives, and one person's memory. When that person is out, the rules go with them.
Client Management puts the client's guidelines where they belong, in the client record. All of it in one place, linked to your DMS.
And the documents that don't have a matter number yet finally get a home. Urgent work used to stall right there, waiting on a number before anyone could file it anywhere. Now it lands in the client record and keeps moving. The paralegal isn't holding an unfiled document hostage to a case that hasn't been opened.
Per-client rules get built into the workflow. You can set finer reporting rules by document class and category. The rules travel with the client, so your team stops re-learning each client's quirks across a dozen separate places.
For the people in the inbox (docketers, paralegals, assistants): The client's rules are right there in the workflow. No hunting through a shared drive to find out how this client wants things done.
For managers (docket and ops): Client context stops living in one person's head. When someone's out, the work still knows the rules.
For leadership (partners, ops directors): One consistent picture of every client, and reporting you can tune to what each one actually asked for.
For clients: Faster, more consistent service. And a sharper touch, because the person on the phone can see the full context instead of asking the client to repeat it.
Client Management builds on the client records and documents you already keep, linked to your DMS. It organizes what you have. It doesn't ask you to start over.
- 30% faster client reporting. - 98% client reporting satisfaction.
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Complement, Not Replace
PracticeLink 2.5 works alongside your docketing system and your DMS. It reads from what you already run and passes clean work between the steps. No rip and replace. No migration. You keep the tools your team knows, and the daily work gets shorter.
Built by IP people, for IP people. 150+ combined years of IP operations experience behind every release.
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See It Live
We're walking through PracticeLink 2.5 in two live sessions. Same content, two times. Pick whichever fits your calendar.
- Thursday, August 20 at 10:00 am ET. Register here - Wednesday, August 26 at 2:00 pm ET. Register here
Can't make either? Register anyway and we'll send you the on-demand recording.
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Want to see it on your own workflows? Request a walkthrough and we'll show you how PracticeLink 2.5 fits the tools you already run.
Read the release announcement: Quartz IP Releases PracticeLink 2.5
The deeper look at who gets what: PracticeLink 2.5: Fast Intake, Clear Insights, Smart Client Service