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

Rights, Protection & Legal Compliance

Preventing Intellectual Property Leakage

In today’s competitive environment, safeguarding intellectual property (IP) is paramount for businesses aiming to maintain their competitive edge. Intellectual property leakage, or the unauthorized use, access, or distribution of sensitive innovations and ideas, can pose severe risks not only to businesses but also to entire industries. This article aims to explore the nuances of intellectual property leakage and provide effective strategies for prevention.

Read More »
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

Why IP Disclosure Forms Matter

IP disclosure forms are essential tools for protecting and managing intellectual property (IP). These forms serve as official records that document inventions, creative works, and innovations, helping to establish ownership and safeguard against disputes. By understanding the importance of IP disclosure, the information required, and the legal implications, individuals and organizations can effectively secure their intellectual assets. This article explores the role of IP disclosure forms across various industries, emphasizing their critical function in maintaining competitive advantages and fostering innovation.

Read More »
Patent Filing & Documentation

Can a Provisional Patent Be Rejected?

Provisional patents provide inventors with a way to secure an early filing date while refining their inventions. Although generally easier to obtain than nonprovisional patents, provisional applications can still face rejection due to incomplete disclosures or noncompliance with patent laws. This article explores the basics of provisional patents, reasons for potential rejection, and strategies to avoid common pitfalls, empowering inventors to protect their ideas effectively.

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.