2.1 Live demo
G
GuestVisitor
Welcome to IPBasesTrademark & IP management, the way firms work

Trademark & IP management software, built the way firms work

Self-hosted, perpetual-license software for trademark and IP law firms — filing, docketing, renewals, invoicing and reporting in one system. This page is laid out like the system itself.

Live demo portfolio5,790trademarks on realistic demo data
New filing30 secfrom blank screen to a docketed mark
LicensePay onceperpetual · self-hosted · no per-seat fees
Audit trail100%every change logged: who · when · what

What IPBases takes off your plate

All features →
Renewals due in the next 90 daysReminders to the client — or the associate who sent the work
Open
Marks in their grace periodExpired in the last 6 months and still renewable
Open
Overdue invoicesEvery currency converted to one total, by age
Open
Actions requiredYour internal date and the office’s hard deadline, side by side
Open
Client noticesFiling, acceptance, publication and registration letters in two clicks
Open

Watch a real filing, start to finish

Try it yourself →

An unedited screen recording of IPBases 2.1. Demo data — no real client.

01 — Portfolio

Smart trademark management

Manage your entire portfolio through one interface. Filter by status, client, country, class or associate, and see what each mark needs next — registered, in progress, or due for renewal.

One workspaceGuided workflowStatus at a glance
Trademark management software →
IPBases 2.1 trademark list with status tiles and filters (demo data)
02 — Documents

Every document, one secure place

Files live on the trademark they belong to, sorted into categories. A “next” tag shows which document is usually due at the mark’s current status. Store on your server, Amazon S3 or Cloudflare R2.

In-app previewCategorizedClient-visible by choice
How IP document management works →
IPBases 2.1 trademark record with logo and the files panel showing a filing receipt uploaded (demo data)
03 — New filing

A new trademark in under 30 seconds

Every filing follows the same four steps: basic info, invoice, action required and the client update. A live counter shows the required fields left, and files unlock the moment you save.

7 / 7 requiredInline uploadsNothing skipped
Inside the filing wizard →
IPBases 2.1 new trademark wizard with all seven required fields filled (demo data)
04 — Billing

Invoices that look like your firm

Build the invoice beside a live A4 preview of exactly what the client receives. Bill the client directly or route through the associate who sent the work, in any currency, with one-click PDF.

Live previewAssociate routingMulti-currency
Trademark billing software →
IPBases 2.1 invoice builder with live A4 preview routed via an associate (demo data)
05 — Correspondence

Every client notice, two clicks away

Pick a template — notice of filing, acceptance, publication or registration — and IPBases fills in the mark, classes and dates, lists the client’s same-day marks, and attaches the documents. Send by email or WhatsApp; every message is logged on the mark.

English & ArabicAttachmentsLogged
IPBases 2.1 notice of filing preview generated from a template (demo data)
06 — Users & permissions

Control who sees what

Roles to start with, permission groups for real-world exceptions. A “Never” always wins — drop a trainee into “No Financials” and every fee disappears. The analyzer explains each user’s access.

Allow / NeverPer-user analyzerPatents, designs, files
Roles & permissions →
IPBases 2.1 per-user permission editor with Inherit, Allow and Never (demo data)
07 — Activity log

Nothing happens without a trace

Every create, edit, upload, email and login is written to an append-only audit log with the user, the time and the change — filterable by date, action, record and person.

Append-onlyFilterableExportable
IPBases 2.1 audit log listing user actions with times (demo data)
08 — Reports

See the whole firm on one page

The Executive Brief summarises every report — renewals, unpaid invoices, billing, filings, status, countries, clients, associates and deadlines — with a link to each full report and a PDF of the whole page.

Executive BriefCSV exportsSave as PDF
What’s new in 2.1 →
IPBases 2.1 Executive Brief with one card per report (demo data)
09 — Renewals

Never miss a renewal

Upcoming, grace-period and needs-checking marks in separate tabs, a twelve-month chart, and one grouped reminder per client. Mark renewed or lapsed in bulk.

90 / 60 / 30 daysGrace periodBulk actions
Renewal & maintenance software →
IPBases 2.1 renewals report with monthly chart and tabs (demo data)

Onboarding, security and backups

Security →
FREE

Excel migration

Send us your spreadsheet; we import clients, marks, classes and dates into IPBases.

FREE

Your branding

Logos, colours, invoice header and email signature set up for your firm.

Multi-layer security

Self-hosted, sign-in location check with emailed codes, trusted devices, firewall and audit log.

Automatic backups

Scheduled database backups with retention, plus file storage on S3 or R2 if you choose.

GCC & Middle East

English and Arabic records, multi-currency invoices, UAE to Iraq. GCC software →

Help Center inside

New staff learn clients, associates and trademarks from an animated guide in the app.

Live in days, not months

1Demo

A walkthrough on the live demo, with your questions.

2Install

On your server — standard PHP and MySQL hosting is enough.

3Migrate

We import your spreadsheet: clients, marks, dates and classes.

4Go live

Your team files, bills and renews from day one.

The complete system for your trademark practice

One-time perpetual license, self-hosted, your data on your servers. See it with your own portfolio questions.