IP Docketing Clerk

Shumaker, Loop & Kendrick, LLP; Charlotte (NC); On-site; USD 30,307 - 38,572; Full time

Job summary

Shumaker, Loop & Kendrick, LLP in Charlotte, NC is seeking an IP Docketing Clerk to manage IP deadlines and records. This hourly non-exempt, full-time role supports IP attorneys and patent agents with filings, docket input, and deadline calculations.

The ideal candidate has 5+ years in docketing, proficiency with CPI or Anaqua PATTSY Wave, and a solid understanding of USPTO processes. Strong MS Office skills and meticulous project management are essential.

Qualifications

• Minimum of high school diploma required; bachelor’s degree or higher preferred.
• 5+ years of experience working as an IP docketing clerk preferred.
• Proficiency in docketing software such as CPI or Anaqua PATTSY Wave.
• Strong understanding of patent and trademark terminology.
• Advanced technical skills including Microsoft Word, Excel and PowerPoint.
• Project and case management skills with high attention to detail.
• Superior research, organizational and verbal and written communication skills.

Responsibilities

• Maintain and update CPI and Anaqua PATTSY Wave IP docketing systems
• Assist attorneys, patent agents and other IP staff with filings and documentation
• Accurately enter, calculate, and track deadlines for patents, trademarks, and related filings
• Coordinate with foreign agents and clients regarding filing deadlines, managing all inbound and outbound client transfers as needed
• Monitor incoming USPTO correspondence and ensure deadlines are recorded promptly
• Generate and distribute regular docket reports and IP listings for clients and attorneys
• Utilize USPTO PAIR and TSDR, WIPO, E-Space, and foreign databases to perform routine status checks
• Manage patent maintenance fees and foreign annuity payments

Skills

Docketing experience

Attention to detail

Verbal and written communication

Education

High school diploma (bachelor's preferred)

Tools

CPI

Anaqua PATTSY Wave

Job description

The IP Docketing Clerk is responsible for maintaining and managing intellectual property (IP) deadlines and records to ensure timely filings and compliance with U.S. patent and trademark regulations. This role will primarily assist IP attorneys and patent agents with reviewing incoming mail and prosecution documents, inputting documents and deadlines into the docketing system, and calculating procedural deadlines. Our ideal candidate will have at least five years of docketing experience using CPI or Anaqua PATTSY Wave docketing systems.

Where You'll Work

The IP Docketing Clerk role is an hourly non-exempt position and will work full-time at our Charlotte, North Carolina office.

What You'll Do

• Maintain and update CPI and Anaqua PATTSY Wave IP docketing systems
• Assist attorneys, patent agents and other IP staff with filings and documentation
• Accurately enter, calculate, and track deadlines for patents, trademarks, and related filings based on applicable rules, statutes and procedures
• Coordinate with foreign agents and clients regarding filing deadlines, managing all inbound and outbound client transfers as needed
• Monitor incoming USPTO correspondence and ensure deadlines are recorded promptly
• Generate and distribute regular docket reports and IP listings for clients and attorneys
• Utilize USPTO PAIR and TSDR, WIPO, E-Space, and foreign databases to perform routine status checks of patent and trademark applications
• Manage patent maintenance fees and foreign annuity payments

What We’re Looking For

• Minimum of high school diploma required; bachelor’s degree or higher preferred
• 5+ years of experience working as an IP docketing clerk preferred
• Demonstrates a thorough understanding of USPTO processes
• Proficiency in docketing software such as CPI or Anaqua PATTSY Wave
• Strong understanding of patent and trademark terminology
• Advanced technical skills including Microsoft Word, Excel and PowerPoint
• Project and case management skills, including a strong aptitude for managing and prioritizing multiple projects and deadlines with a high attention to detail
• Superior research, organizational and verbal and written communication skills

Physical Requirements

• Sitting position, static for up to one-half hour at a time, up to six hours per day.
• Standing and walking regularly, up to two hours per day.
• Lifting and carrying up to 20 pounds occasionally.
• Bends and stoops occasionally, up to one-half hour per day.

We are committed to providing reasonable accommodations to individuals with disabilities to ensure equal access to employment opportunities. If you require accommodations during the application or interview process, please let us know.