IP Docketing Manager

Key Responsibilities

• Lead, coach, and evaluate IP docketing professionals across experience levels; set performance expectations and support ongoing development and cross-training
• Allocate workloads, manage coverage, and ensure deadlines, service levels, and quality standards are consistently met
• Oversee all U.S. and foreign patent and trademark docketing workflows, including PCT, EPO, and WIPO matters
• Ensure accurate docketing of incoming correspondence, filings, and deadlines, resolving discrepancies and complex rule-based issues
• Serve as system owner for IP management systems (e.g., CPI, PATTSY, Anaqua, Foundation IP), ensuring data integrity, rules accuracy, and optimal configuration
• Support IPMS conversions, upgrades, and implementations, including data migration, testing, and change management
• Develop, document, and enforce docketing policies, SOPs, and productivity standards
• Establish and manage quality assurance and audit processes to proactively identify and mitigate risk
• Define, track, and report KPIs; prepare standard and ad-hoc reports and dashboards for attorneys and leadership
• Act as a subject-matter expert and advisor to attorneys and staff, clearly communicating docketing standards, procedures, and system changes
• Collaborate with attorneys, paralegals, vendors, IT, and practice leadership to improve workflows, training, and service delivery
• Participate in special projects requiring docketing expertise, historical knowledge, and analytical insight

Qualifications

• Bachelor’s degree required
• 7+ years of intellectual property docketing experience covering U.S. and foreign patent and trademark matters in a law firm environment
• 3+ years of experience leading or supervising an IP docketing team
• Expert knowledge of U.S. patent rules, PCT procedures, EPO guidelines, and major foreign filing requirements
• Hands-on experience administering IP management systems, including configuration, rulesets, and data integrity
• Strong experience with CPI and FIP required
• Demonstrated ability to design, document, and enforce docketing policies, SOPs, and productivity standards
• Advanced Excel skills with the ability to create reports, dashboards, and performance metrics
• Familiarity with document management systems (iManage or NetDocuments), financial systems (Elite 3E or Aderant), and Intapp Open preferred
• Proven ability to lead change, train teams, and communicate effectively with attorneys, paralegals, and staff
• High attention to detail, strong analytical skills, and the ability to manage risk in a deadline-driven environment