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FlexTrac IP

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What FlexTrac IP is

FlexTrac IP provides intellectual-property management for docketing, client administration and related professional services. Its modules cover patents, trademarks, copyrights, licensing and trade secrets, with portfolio tracking, prosecution deadlines, renewal management and filing management listed. For U.S. patent and trademark matters, the system can docket tasks based on triggering events and due-date rules; foreign matters are docketed manually. The Forms Library contains more than 200 PTO forms, over 40 customizable reports and Acrobat EFS form combinations for USPTO electronic filing. A synchronization tool imports data from Private PAIR and TSDR, and users choose whether to accept, reject or permanently reject changes. WebAccess gives clients a portal for viewing current matter information. DirectMail supports CTS data merging with Microsoft Outlook and Mozilla Thunderbird, while OutlookReminder connects CTS reminders with Outlook and supports viewing reminders on a smartphone. ScreenConnect access supports AES-256 encryption and two-factor authentication. FlexTrac offers cloud and local-install deployment, with local, cloud or hybrid options. Listed platforms include Linux, macOS, web and Windows. Plans start at $159.95 a month for Solo Edition.

Who it suits

Solo Edition is intended for a solo IP agent or attorney. Professional is aimed at IP law firms or IP departments in general-practice firms, Corporate at corporate IP legal departments, and Dedicated Cloud Server at virtual IP practices.

What it does well

  • Modules cover patents, trademarks, copyrights, licensing and trade secrets.
  • U.S. patent and trademark tasks can be docketed automatically.
  • Forms Library includes more than 200 PTO forms.
  • WebAccess gives clients a portal for matter information.
  • ScreenConnect access supports AES-256 encryption and two-factor authentication.
  • Support tools, manuals and training videos are available around the clock.

What to know first

  • There is no free plan.
  • Foreign matters must be docketed manually.
  • The synchronization tool does not sync with foreign offices.
  • The listed Solo Edition price is $159.95 a month.

Plans

PlanBilled and limitsPrice
Enterprise Server$1082.95/mo · Not specified on pricing page$1,082.95 a month
Solo Edition$159.95/mo · Unlimited cases/records · ongoing free software upgrades · unlimited toll-free support calls$159.95 a month
Popular Professional Edition$254.95/mo · Unlimited simultaneous users and cases/records · ongoing free software upgrades · unlimited toll-free support calls$254.95 a month
Corporate Edition$350.95/mo · Unlimited simultaneous users and cases/records · ongoing free software upgrades · unlimited toll-free support calls$350.95 a month
Dedicated Server$832.95/mo · Remote users · web access portal · 7-day sequential backups and maintenance · unlimited cases/records$832.95 a month

As flextrac.com lists them, read 30 Sept 2026. The maker's own page has the final word.

Getting started

  1. Visit flextrac.com.
  2. Choose an edition for a solo practitioner, IP firm, corporate legal department or virtual IP practice.
  3. Select a cloud, local-install or hybrid deployment option.
  4. Use the listed Linux, macOS, web or Windows platforms.
  5. Contact the Client Care Center for support tools, manuals and training videos.

Verdict

FlexTrac IP suits solo IP practitioners, law firms and corporate IP departments that need docket and matter management across several intellectual-property types. Its editions are tailored to different customer settings, and deployment can be local, cloud or hybrid. Look elsewhere if foreign-office synchronization is required, since the synchronization tool does not cover foreign offices.

Questions

How much does FlexTrac IP cost?

Solo Edition is $159.95 a month. Other listed monthly prices are $254.95 for Professional, $350.95 for Corporate, $832.95 for Dedicated Server and $1,082.95 for Enterprise Server.

Is there a free plan?

No free plan is listed.

Which platforms does FlexTrac IP support?

The listed platforms are Linux, macOS, web and Windows. ScreenConnect cloud and web access supports Windows, Mac and Linux, with growing support for tablets and mobile devices.

Can FlexTrac synchronize foreign IP office data?

No. Its synchronization tool imports data from Private PAIR and TSDR but does not sync with foreign offices.

What deployment options are available?

FlexTrac IP CTS is offered as cloud and local-install software, with local, cloud or hybrid options shown.

What support is available?

The Client Care Center provides support tools, manuals and training videos 24 hours a day, seven days a week, with toll-free support at +1.855.997.9933.

Facts from FlexTrac IP's own pages

Deployment
FlexTrac IP CTS is offered as cloud and local-install based IP management software, with local, cloud or hybrid options shown in pricing. · flextrac.com, 30 Sept 2026
Docketing
The system automatically dockets U.S. patent and trademark tasks using triggering events and due-date rules, while foreign matters can be docketed manually. · flextrac.com, 30 Sept 2026
Email integrations
DirectMail supports intelligent CTS data merging with Microsoft Outlook and Mozilla Thunderbird. · flextrac.com, 30 Sept 2026
Foreign-office limit
FlexTrac states that its synchronization tool does not sync with foreign offices. · flextrac.com, 30 Sept 2026
Forms
The Forms Library includes more than 200 PTO forms, over 40 customizable reports and Acrobat EFS form combinations for USPTO electronic filing. · flextrac.com, 30 Sept 2026
Founded
1996 · flextrac.com, 28 Sept 2026
Headquarters
Newark, Delaware, United States · flextrac.com, 28 Sept 2026
Matter types
Its modules manage patents, trademarks, copyrights, licensing and trade secrets. · flextrac.com, 30 Sept 2026
Operating systems
ScreenConnect cloud/web access supports Windows, Mac and Linux, with growing support for tablets and mobile devices. · flextrac.com, 30 Sept 2026
Outlook reminders
OutlookReminder integrates CTS reminder management with Microsoft Outlook and supports viewing reminders on a mobile smartphone. · flextrac.com, 30 Sept 2026
Product purpose
FlexTrac provides intellectual-property management technology for docket management, client administration and related professional services. · flextrac.com, 30 Sept 2026
Security
ScreenConnect access supports AES-256 encryption and two-factor authentication. · flextrac.com, 30 Sept 2026
Support
The Client Care Center provides support tools, manuals and training videos 24 hours a day, seven days a week, with toll-free support at +1.855.997.9933. · flextrac.com, 30 Sept 2026
Target customers
The Solo edition is intended for a solo IP agent or attorney, Professional for an IP law firm or general-practice firm IP department, Corporate for a corporate IP legal department, and Dedicated Cloud Server for virtual IP practices. · flextrac.com, 30 Sept 2026
USPTO integration
The USPTO synchronization tool pulls data from Private PAIR and TSDR, but users must accept, reject or permanently reject changes. · flextrac.com, 30 Sept 2026
Web client portal
WebAccess lets clients log in and view up-to-date information about their intellectual-property matters. · flextrac.com, 30 Sept 2026

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