CPI Expands Workflow Automation with Task Manager

Our new workflow solution helps IP teams automate task creation, improve deadline visibility, and coordinate patent workflows more efficiently.
Computer Packages Inc. (CPI), a leader in intellectual property management software and services, has announced the release of Task Manager, a new AI-powered workflow solution built into CPI’s IP Management Systems.

Designed to help corporations and law firms better manage patent office communications, Task Manager transforms incoming patent activity into structured, trackable workflows by automatically creating tasks, assigning responsibilities, and tracking deadlines in real time.

As patent portfolios grow and workflows become increasingly complex, many IP teams continue to rely on email chains, spreadsheets, and disconnected systems to coordinate prosecution activity. CPI’s Task Manager addresses these challenges through automation, centralized workflow management, and AI-powered docketing.

Task Manager was developed to bring greater structure, visibility, and operational efficiency to patent workflows by helping organizations coordinate filings, reviews, approvals, renewals, and communications across internal teams and outside counsel.

Task Manager integrates directly with CPI’s broader IP ecosystem, including:
  • Patent Management System
  • Disclosure Management System
  • IDS Module
  • Annuity Services and Annuity Management System
  • Document Management and CPI Mailbox
  • Patent Audit Service
Using AI and verified global patent office data, Task Manager helps organizations:
  • Automatically generate validated docket entries
  • Create and assign tasks tied to each matter
  • Track deadlines and workflow status in real time
  • Improve coordination across teams and outside counsel
  • Centralize workflow visibility across patent operations
The system also includes integrated communication tools, electronic workflows, workload tracking, and four-eyes validation processes designed to support due care requirements and improve operational accuracy.

Task Manager represents CPI’s continued investment in AI-powered workflow automation designed specifically for the realities of modern patent operations.

Organizations attending the INTA 2026 Annual Meeting can see Task Manager in action at Booth #1821.

Liked this post? Share with others!

Additional Articles

Patent Filing & Documentation

Can Patent Drawings Have Color?

Most patent offices require black-and-white drawings for clarity and consistency, but color can sometimes be used to enhance understanding if permitted by specific guidelines.

Read More »
Intro to IP

Crafting a Strong IP Statement

Crafting a strong intellectual property (IP) statement is crucial for businesses to protect their innovations and maintain a competitive edge. This article guides you through understanding the importance of IP, identifying assets, and drafting a comprehensive IP statement. Learn about the key elements to include, legal considerations, and best practices for managing your IP statement, including regular audits and employee training. A well-crafted IP statement not only safeguards your intellectual assets but also enhances your business’s reputation and long-term success.

Read More »

Let’s Talk IP Management Solutions

Need help with patent or trademark management software, training, or support? Contact your local CPI representative—or click below to reach our team directly. We’ll connect you with the right expert and get you answers fast.

Sign up for a personalized demo!

Let us show you exactly how CPI can make IP management easier and more efficient for your organization.