Guide
Docketing best practices for multi-jurisdiction portfolios
A practical checklist for keeping deadline data clean across offices, assets and agents.
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Guides, insights and product updates
Practical resources for IP attorneys and the teams they work with.
Article
How AI is changing IP portfolio management
Where AI helps IP teams today: summaries, risk surfacing, draft updates and research triage.
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Setting up role-based access in your firm
Map partners, operations, clients and support users into permissions that mirror real work.
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Running a global referral network on Etornie
How a governed network model keeps referrals visible while each office stays independent.
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What's new in Etornie this quarter
A compact product update covering CRM, tenant controls, audit visibility and AI workflows.
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Conflict-of-interest checks that hold up
Design notes for conflict checks, ethical walls, audit evidence and client-visible outcomes.
Read webinar notesDocketing best practices
Keep one source of truth for official deadlines, normalize jurisdiction rules before import, and separate client-visible dates from internal escalation dates.
AI portfolio management
Start with low-risk assistant work: matter summaries, draft client updates, deadline explanations and evidence retrieval with role-aware access controls.
Role-based access
Model every role around real work: who can see a matter, quote, approve, invoice, refer, audit and invite external collaborators.
Global referral network
Governed referrals need clear ownership, scoped matter sharing, fee settlement visibility and auditable handoffs between independent offices.
Product update
Recent Etornie work has focused on operational clarity: CRM intake, tenant administration, audit trails, monitoring and safer platform controls.
Conflict checks
Conflict workflows should capture the decision, supporting evidence, review owner and ethical-wall state so future audits can reconstruct the path.
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