Led the development and enhancement of in-house patent management software, focusing on prosecution workflows, processes, and the invention disclosure submission module. Authored best practice documentation and conducted user training for internal and external stakeholders. Recognized as a subject matter expert and primary resource for patent management processes. Played a key role in implementing cost structures and caps within the system and managed the training and onboarding of approximately 350 U.S. law firm users. Planned and executed software updates for all users, ensuring smooth and efficient operations within a complex environment.

Trained both foreign and domestic law firms on patent processes and procedures, while preparing and documenting best practice guidelines. Managed a remote docketing program, ensuring timely compliance with deadlines and onboarding/training new users. Communicated daily with stakeholders and law firms to support global patent filings and prosecution. Proficient in Microsoft Outlook, Word, Excel, and other practice-specific software, with a strong ability to quickly adapt to new tools. Assisted with cost estimates and quotes as needed.

Developed and improved in-house patent management software, focusing on prosecution workflows and processes. Trained law firms and patent administrators on procedures and patent laws, and provided guidance to attorneys and Outside Counsel. Managed annuity reporting and payment instructions, while preparing best practice procedures for internal and external users. Acted as a subject matter expert and utilized a variety of software applications to support patent management efforts.

Led the integration and setup of a patent management system, overseeing internal docketing for both patent and trademark matters, domestically and internationally. Prepared cost, budget, and patent/trademark reports, and managed inventor intake, processing, and incentive awards. Coordinated patent committee meetings and handled foreign and domestic annuities. Assisted with Quarterly Business Review presentations and maintained Intellectual Property billing. Established patent department procedures for submitting new inventions, collaborating with outside counsel, and filing provisional applications with the USPTO. Managed the integration of acquired patent portfolios.

Managed the law office, overseeing personnel records, staff reviews, and the hiring process. Filed U.S. patent and PCT applications, responses, and other documents with the USPTO, and maintained patent and trademark dockets. Established and maintained a database of client instructions and requirements. Trained support staff through monthly meetings on PTO rules, foreign filing procedures, docketing, and client instructions. Negotiated vendor pricing for office supplies, equipment, and services, and handled use-based and intent-to-use trademark filings.