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

Managing Intellectual Property Risk

Effective management of intellectual property (IP) risk is crucial for organizations aiming to protect their innovations and maintain a competitive edge. This article explores the importance of understanding IP, identifying common risks, and implementing strategic solutions. Learn how developing robust policies, investing in employee training, and leveraging technology can safeguard valuable assets and enhance market position.

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 »
Rights, Protection & Legal Compliance

Addressing Intellectual Property Violations

Intellectual property rights (IPR) protect creators’ innovations, branding, and artistic works, incentivizing economic growth. Understanding IPR types—copyright, trademarks, patents, and trade secrets—fosters creativity, supports international trade, and safeguards businesses against violations, enhancing global collaboration.

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.