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General Matters System

Simplify legal operations with one smart, centralized system.

Organize Legal Work with CPI’s General Matters System

From license agreements and contracts to deadlines and signatures, legal matters can quickly become overwhelming. That’s where CPI’s General Matters System comes in.
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Built to handle the “everything else” that falls outside of patents and trademarks, this powerful tool gives you complete control over your legal documents, deadlines, entities, and workflows—all in one intuitive place.

Because every legal detail, big or small, deserves smart, flexible management.
Track any kind of legal matter your way. Our system adapts to how you work, not the other way around. Whether you’re handling licenses, NDAs, litigation, or contracts, we help you stay organized, on schedule, and in control.

Key Features That Centralize Legal Matter Management

Manage All Legal Matters

Handle everything from licensing agreements to general legal tasks. Set up matter types, deadlines, and responsibilities with complete flexibility.

Link to Related Patents & Trademarks

Connect legal matters to patents, trademarks, or other cases. One click shows the full picture with no searching and no silos.

Custom Workflows & Smart Deadlines

Automate your legal processes with trigger-based tasks, deadline alerts, and seamless task handoffs between teams. Say goodbye to manual follow-ups.

Document Management & E-Signature

Store, share, and search documents easily with AI-enabled file storage. Need a signature? Integrated DocuSign makes it a breeze.

Dynamic Search & Reporting

Powerful, intuitive searching across all fields, attachments, and entities. Run custom reports with flexible filters and export options.

Entity & Contact Tracking

Easily manage all parties involved, from companies and individuals to law firms, with every matter connected and always up to date.

Solving Legal Department Pain Points

Problem: Legal work lives across spreadsheets, inboxes, and hard drives.
CPI’s Solution: CPI centralizes every document, deadline, and decision into one system with complete traceability.

Problem: Important tasks fall through the cracks without a centralized alert system.
CPI’s Solution: Trigger-based workflows and deadline alerts ensure nothing gets missed or overlooked.

Problem: Legal tasks related to patents or trademarks are handled separately, creating silos.
CPI’s Solution: CPI integrates seamlessly with its Patent and Trademark Management Systems for complete cross-functional visibility.

Problem: Legal teams struggle to align across departments and external counsel.
CPI’s Solution: With role-based access and on-screen communication tracking, CPI improves collaboration across every stakeholder.

Problem: Searching for contracts, agreements, or correspondence wastes valuable time.
CPI’s Solution: Smart document storage with advanced search makes every file easy to locate in seconds.

Manage Legal IP Matters with Full CPI Integration

CPI’s General Matters System integrates seamlessly with your broader IP management environment, making legal operations a cohesive part of your entire workflow.

Real-Time Patent Management System

Cross-reference patents involved in disputes, licensing, or enforcement.

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Disclosure Management System

Connect early-stage innovations with licensing or legal review requirements.

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Trademark Management System

Track licensing terms, usage rights, or opposition cases tied to trademarks.

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Trademark Renewal Management

Connect renewal decisions to agreements, declarations, or compliance documents.

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Patent Cost Estimator

Forecast legal costs related to patent filings, renewals, and international applications.

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Trademark Cost Estimator

Estimate costs for trademark searches, filings, renewals, and enforcement actions.

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Patent Audit Service

Link legal actions to audit findings, data gaps, or portfolio maintenance issues.

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Patent Annuity Management​

Oversee timely maintenance of associated patents and trademarks to ensure continuous and compliant brand protection.

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When paired with CPI’s Patent Management, Trademark Management, or Annuity Services, you get unmatched visibility and efficiency across your entire IP and legal operation.

Cross-link legal issues to specific patents or trademarks for faster decision-making.

Use shared dashboards and reporting to manage budgets, deadlines, and risk across teams.

Avoid duplicated work by unifying legal and IP workflows in one secure ecosystem.

Real Simplicity, Real Results

No more guesswork. No more lost files. No more reactive scrambling. CPI’s General Matters System gives your legal team the structure and visibility to:

  • Manage all legal matters in one place – from NDAs to litigation and vendor contracts
  • Collaborate in real time with internal teams and outside counsel
  • Never miss a due date or contract milestone with smart deadline tracking
  • Maintain a searchable, auditable legal record with secure document storage
  • Align legal with IP, brand, and innovation workflows for a unified operational view

Ready to Simplify Your Legal Operations?

Let’s eliminate chaos and upgrade your legal task list. CPI’s General Matters System helps you streamline workflows, reduce risk, and manage all legal matters in one secure, centralized platform. Eliminate manual tracking, improve collaboration, and gain full visibility across your legal and IP landscape.

Legal matters piling up in spreadsheets and inboxes? Request a personalized demo today and see how CPI helps you organize, assign, and track them all in one place.

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FAQs

What is the General Matters System used for?
It’s designed to handle all legal work outside of patents and trademarks, such as licensing, NDAs, litigation, general contracts, and more.
Yes. You can instantly connect legal tasks to existing IP records within CPI’s ecosystem for streamlined access and reporting.
Absolutely. DocuSign is integrated directly into the platform for seamless e-signature workflows.
Fully customizable. You can configure matter types, deadlines, workflows, user roles, and custom fields to fit your organization’s needs.
You can build tailored reports by matter type, party, deadline, status, and more. Export options are built in.
Does CPI’s General Matters System integrate with your other products?
Yes! It integrates effortlessly with CPI’s Patent and Trademark Management Systems, giving you a unified legal operations environment.
Track law firms, vendors, licensors, and more, with full contact and entity management connected to each matter.

Yes, with automated reminders, calendar integrations, and smart workflow routing, you’ll never miss a due date again.

Yes. CPI’s platform is fully cloud-hosted with enterprise-grade security to protect sensitive legal and business data.

You get unlimited training and expert support, from setup to scaling, all handled entirely in-house by CPI.

Sign up for a personalized demo!

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