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Texas Law Firm Booth Albanesi Schroeder Purchases CPA Global’s First To File Technology

Tuesday, September 24, 2013

Boutique IP firm uses specialist document management technology to increase operating efficiencies and enhance client service

CPA Global’s First To File® (FTF), a leading provider of hosted intellectual property (IP) document management technology, announced today that Booth Albanesi Schroeder LLC, a boutique IP law firm based in Dallas, Texas, has purchased its Electronic File Room™ for Patents (EFR-Patents) electronic IP information management system, as well as its Workflow Management module. These web-based services will help the firm increase operating efficiencies and enhance client service.

First To File’s technology allows IP law firms and corporate legal departments to organize IP documents and correspondence electronically.

Cheryl Roberts, Office Manager at Booth Albanesi Schroeder, remarked: “We are looking forward to implementing First To File’s patents and workflow systems. Our previous IP management approach of maintaining checklists on the server and emailing documents had become problematic and confusing. First To File will bring orderly efficiency to our document management and correspondence, which will allow us to serve our clients even more effectively than before.”

According to Peter V. Schroeder, Partner at Booth Albanesi Schroeder: “Patent prosecution practice has unique issues – specialized workflow, governmental forms and fees, standard filing requirements, and follow-on formal paperwork and filing. While the industry has long had IP-specific docketing systems, it has lacked an effective IP document management system. After reviewing the available options, we decided only First To File provides a system specialized enough to deliver real benefits, and without creating headaches in integrating with our other systems.

“Reduction of staff time spent on mundane and repetitive tasks – downloading USPTO e-Office Actions, running OCR [Optical Character Recognition] software, filing, preparing IDS [Information Disclosure Statement] forms, pulling prior art references, etc. – was the primary budget driver for us. For our attorneys, First To File’s Tri-Fold® view provides comfort and familiarity because it simulates the format of US patent case file folders, and the simultaneous workflow display saves time in communicating file status, greatly reduces internal email, and provides an additional quality control for each application. The ability to create customized workflows – per client, patent-family, managing attorney, or technological field – will automatically prompt us to meet ‘special’ requirements for a file and keep individual task docketing to a minimum.”

Kurt Wedel, Vice President, Operations at CPA Global’s First To File, commented: “Booth Albanesi Schroeder is a great example of a boutique law firm that recognizes the value of an IP-specific document management system like First To File. The EFR-Patents and Workflow Management modules will have a positive impact on the firm’s operations, both internally and externally. We look forward to completing their installation rapidly so they can focus on serving their clients, as opposed to managing IT systems.”

Click here for more information about First To File.

About First To File

First To File’s products automate the storage, management and analysis of legal documents worldwide, enabling law firms and corporate legal professionals to reduce risk and work more effectively. FTF’s Electronic File Room (EFR) for Patents and Trademarks is a web-based document management and automation solution for corporate IP/legal teams and law firms of all sizes. The Workflow Management module provides automation and management of the business processes associated with creating and prosecuting IP assets.

Used by Fortune 500 companies as well as top IP law firms, EFR for Patents and Trademarks reduces reliance on paper and transforms the prosecution process by increasing overall visibility, efficiency and quality while significantly reducing costs. For more information, visit

About CPA Global

Founded in Jersey, Channel Islands in 1969, CPA Global is the world's leading intellectual property (IP) management and IP software specialist, and an international provider of outsourced legal services. With offices across Europe, the United States and Asia Pacific, CPA Global supports many of the world’s best known corporations and law firms with a range of IP and broader legal services, helping them to manage risk, cost and capacity.

CPA Global helps clients in managing valuable IP Rights, such as patents, designs and trademarks, ensuring that IP portfolios are protected, maintained and regularly reviewed in order to maximize value. CPA Global offers four market-leading IP management software solutions (FoundationIP, Inprotech, Ipendo, and Memotech) tailored towards different types of clients and their specific needs; First To File, the market-leading electronic document management system for IP; as well as Discover, one of the world’s most advanced patent search platforms. See:

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