Susan Manages Several Dockets and Keeps Her Law Firm Clients Informed Thanks to Our Reports

Susan SantanielloContract ParalegalPinto IP, LLC

As a seasoned intellectual property paralegal with over 20 years’ experience, Susan Santaniello has used many docketing systems. She found that many were overly complicated or required a full-time docketer to manage. She especially found the legacy systems difficult to customize for her attorney clients.

“The systems wouldn’t work for me; they were too complicated and expensive for my attorneys. They also didn’t suit my needs well because I couldn’t tailor the systems to my individual clients’ needs. For example, if one client wants reminders three months in advance but another wants them 45 days in advance, the systems couldn’t accommodate both.”

So when she started her own freelance paralegal/ intellectual property consulting business three years ago, Susan was forced to rely on spreadsheets and calendars to keep track of her attorney clients’ deadlines. When deadlines were approaching, she’d manually send email reminders. Then she discovered Alt Legal.

It’s like magic; the coolest thing I’ve ever seen!

“What I love about Alt Legal is that I don’t have to do anything. Once I do my initial setup and add the filings, I get updates for my filings. I love that I don’t have to constantly be monitoring the TSDR every day. The software automatically generates my docket for me and uploads everything I need. It’s like magic; the coolest thing I’ve ever seen!”

Our software now automatically detects Susan’s clients’ filings and adds them to her docket. We track status changes, send reminder emails when deadlines are approaching, and keep Susan’s filings and documents organized.

“It makes communicating with my clients so clear and simple. I don’t have to do constant emailing, phoning, or texting. My attorneys get official-looking emails informing them that a statutory deadline is coming up, and they immediately get back to me.”

Susan loves our automated software, and she especially appreciates the service that comes with it.

I manage a small portfolio, but they treat me like I’m their biggest customer!

“I have had only positive interactions with Alt Legal’s team. A lot of docketing software companies are very in-your-face when they’re selling you the software, but then once you’re actually using it, it’s very hard to get support. But with Alt Legal, I’ve never had that problem. I’ve always had somebody immediately respond to me, answer my questions, and help me problem-solve or troubleshoot what’s going on. When I’ve been freaked out, I’ve used the chat, and the team has put me at ease. I know I manage a small portfolio, but they treat me like I’m their biggest customer!”

In the year she’s been using our software, Susan has discovered more and more things to love.

“It really is a superior product, and I’m going to recommend it to as many people as I can. Originally I thought the software was just for small practices and small portfolios, but it’s not; it really can handle just about anything you throw at it. As I’ve learned more and more about the product, I’ve come to think it’s a really great tool for big companies as well. I would definitely recommend it to anyone doing this kind of work.”

When IP professionals ask Susan for her docketing recommendations, she says that she used to recommend a legacy software provider.

“But now I recommend Alt Legal. It’s like having a robot or AI friend. It’s so user-friendly that paralegals can use it, but a lot of the work that they would do is done automatically. It can really streamline your process. It makes your life simpler, and you don’t have to have sleepless nights worrying about deadlines. It’s like your docketing partner.”

Making the switch has never been easier