Support and services for Sympatent IPM

Supporting you at every step.

From implementation to ongoing support, our team helps you succeed with Sympatent IPM. We provide comprehensive services for our software, tailored to your firm’s needs.

Your data in Sympatent

Data migration

We handle the complete migration of your existing data to Sympatent IPM. Our experienced team follows a structured approach, with several test runs before the final switch, to ensure a smooth transition.

Existing system

Matters, contacts, deadlines, documents, financial data and more.

1.

Project planning & preparation

Before we begin, we agree the scope, responsibilities, milestones, testing requirements and acceptance criteria together.

2.

Data audit & mapping

We analyse your existing data structures and map fields, relationships and status values to their equivalents in Sympatent IPM.

3.

Test migrations

We carry out several test migrations before the final switch. The results are available in Sympatent IPM for joint review.

4.

Go-live

We carry out the final migration on the agreed date, usually over a weekend. Your team, already trained, begins working in the live Sympatent IPM system.

Sympatent IPM

Your validated, systematically migrated data is ready for live use.

By your side in day-to-day operation

User support

Our user support team helps with both practical and technical questions in day-to-day use. You receive prompt, expert assistance directly from us as the developer of your software.

Ways to contact us

Phone
Email
Microsoft® Teams
Support portal

Personal support

Your staff can reach knowledgeable contacts who understand questions not only technically, but also in the context of the relevant law firm workflow.

  • Use the channel that works best for your team, such as email, Microsoft Teams, phone or our ticketing system
  • Support from qualified staff, including trained patent paralegals
  • Direct escalation to our software developers when needed

Central support portal

All enquiries are brought together in one place, with a clear record of their status, history and responsible contacts.

  • Clear progress updates
  • Central storage for attachments, examples and follow-up questions
  • Documented resolutions and a complete enquiry history

Regular coordination

In scheduled review meetings, we discuss outstanding issues, priorities, configurations and our next steps together.

  • Regular review meetings with designated contacts
  • Joint prioritisation of outstanding issues
  • Documented decisions and next steps

Service Level Agreement (SLA)

A Service Level Agreement supplements standard support with contractually defined response times, availability targets, priorities and escalation procedures. Scope and service hours are agreed to suit your firm’s requirements.

  • Guaranteed response times
  • Availability commitments
  • Designated contacts
  • Priority and incident severity levels
  • Documented escalation procedures
  • Regular service reviews

Practical training for daily work

Training

Our training helps your staff use Sympatent IPM confidently, with content based on their roles and your firm’s workflows. Alongside introducing new users to the system, we can arrange in-depth training on specific features or new working practices.

Role-based training

Paralegals, attorneys, accounting staff and IT teams receive the content they need for their daily work.

  • Practical training in typical workflows
  • Content matched to tasks and responsibilities
  • Hands-on exercises in Sympatent IPM, for example in a test environment

On site or remotely

The training format is tailored to your team’s size, locations and implementation plan.

  • Remote training for distributed teams or needs arising at short notice
  • On-site sessions for workshops and similar activities
  • Flexible scheduling in manageable training sessions

Training materials and documentation

Your staff receive clear materials that make it easy to revisit important workflows after the training.

  • Quick guides, checklists and other resources
  • Workflow-specific documentation
  • Refresher and advanced training, for example on new features

Training for key users and administrators

Selected members of your firm receive targeted training on advanced topics such as user management, permissions, templates and central configuration.

  • Targeted training to enable your team to administer the system independently
  • Develop your staff into knowledgeable first points of contact within the firm
  • Practical guidance on the software’s advanced features

Configuration tailored to your firm

Customisation

Every firm is different. We tailor Sympatent IPM to your specific requirements, workflows and terminology. By making focused use of the platform’s existing configuration options, we create a working environment that supports your processes without introducing unnecessary bespoke solutions.

Starting point

Your firm

Your organisation, working practices and internal requirements form the basis of the configuration.

  • Workflows
  • Form letters
  • Locations
  • Clients
  • Terminology
  • Responsibilities

Configuration options

Sympatent IPM

Form letters, workflows & processes

We map recurring workflows to your firm’s own steps, responsibilities and exceptions.

Fees, invoices & accounting

We implement all your requirements for recording billable work, invoicing and accounting.

Fields & forms

Relevant information is captured in full and displayed in the right place.

  • Your firm’s terminology
  • Mandatory fields
  • Plausibility checks

Analytics & reports

Exportable analyses, lists and reports are tailored to your internal workflows and client requirements.

The result

Sympatent IPM, configured around your firm

Familiar terminology, clearly defined workflows and relevant information in the right place support consistent, efficient work across your team.

  • Consistent processes
  • Familiar terminology
  • Relevant information
  • Flexible scope for expansion

When configuration alone is not enough

Many firm-specific requirements can be met through existing configuration options. If additional functionality is needed, we work with you to assess its prioritised development and addition to Sympatent IPM.

Extending the range of features

Development of new features

If a required feature is not covered by our existing configuration options or integrations, we develop the additional functionality for Sympatent IPM. Our development team supports the requirement from clarifying the practical needs through to live use.

Exclusive development is possible. In practice, however, many of our customers prefer a model in which a new feature becomes part of Sympatent IPM’s standard functionality, provided it is broadly applicable. This keeps the feature integrated into ongoing product development, maintenance and documentation.

Your requirement

An operational or technical requirement cannot be adequately met by the existing features.

1.

Analysis & specification

We clarify the use case, the users and processes involved, and the desired outcome.

2.

Design & development

The feature is technically designed, implemented and integrated into Sympatent IPM’s existing workflows.

3.

Test run

We create a secure test environment using your data, present the implementation and gather your feedback.

4.

Rollout

The feature is documented and introduced into live operation in a controlled way.

Live in Sympatent IPM

The new or enhanced feature is integrated into your existing workflows, roles and permissions.

  • Integrated into your processes
  • Directly addresses your use case
  • Ready for daily use in your firm

Ready to get started?

Contact us to discuss your firm’s needs and how we can support your transition to Sympatent IPM.