Specialized in IP Management

Document management
that thinks ahead.

A modern, browser-based workspace that thinks ahead. Pace IP brings order to complex document landscapes and consolidates emails, files and deadlines in one place – tailored to the working style of IP professionals. Our team supports you from integration to go-live, ensuring your data is successfully structured from day one.

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🔒 GDPR-compliant

EDMS Dashboard

All IP processes at a glance – structured, searchable, secure.

Deadline Management & Alerts
Full-Text Document Search
Multi-User Workflows
API & AI Integration
⚡ Fast Implementation
✓ GDPR-compliant ✓ Server in Germany ✓ ISO 27001 ✓ 99.9% Availability ✓ Cloud & On-Premise ✓ Audit-proof ✓ GDPR-compliant ✓ Server in Germany ✓ ISO 27001 ✓ 99.9% Availability ✓ Cloud & On-Premise ✓ Audit-proof ✓ GDPR-compliant ✓ Server in Germany ✓ ISO 27001 ✓ 99.9% Availability ✓ Cloud & On-Premise ✓ Audit-proof

DMS Features

How we revolutionize your daily workflow

Email Editor

Compose, edit and send emails directly from your document workspace. Thanks to deep system integration, there’s no need to constantly switch between your DMS and inbox:

Smart Case Assignment: When composing, the case reference number is automatically added to the subject line. Incoming emails are analyzed based on the reference number and automatically assigned to the matching case in the background.

Full Flexibility: Use professional rich-text formatting, save fixed signatures and access pre-configured templates.

Outlook & Exchange Connect: Work comfortably via your Exchange server or email host. Drafts can be finalized directly in your familiar environment using the “Open in Outlook” function.

Centralized Draft Management: Save, organize and manage all email drafts in an audit-proof location – without leaving the Pace IP workspace.

PDF Tools

Optimize your workflow with powerful PDF features directly in the workspace – no external software needed:

Efficient Editing: Merge PDFs with a single click, add watermarks, or apply letterheads directly.

Legally Compliant Formats: Generate conformant PDF/A documents or ZUGFeRD invoices in no time.

Automatic Versioning: Thanks to background versioning, you can return to any previous version at any time via drag-and-drop.

Instant OCR Recognition: Documents are automatically text-captured at upload and immediately searchable via full-text search.

The Central Document Workspace

Work in a single, intelligent workspace that consolidates all information. No more separate views or complicated clicks – manage your documents completely intuitively:

Unified Interaction: No separate browsers for names and cases. You interact with both types in a single area, moving or copying documents effortlessly from case to name and back.

Easy Upload & Structure: Documents can be uploaded easily via drag-and-drop or the classic file selection dialog and immediately assigned to relevant categories.

Flexible Preview Window: Review large numbers of documents with maximum efficiency. The preview window is connected to the main table, can be resized, or moved to a separate screen for ideal working conditions.

Personalized View: The selection and arrangement of displayed columns in the main table can be adjusted to your personal preferences with just a few clicks.

Intelligent, Future-Proof and Maximally Flexible

The Pace IP architecture brings cutting-edge technology and maximum stability to your daily work. Benefit from a learning platform that adapts precisely to the needs of your firm or company:

Single Source of Truth: The system accesses the Patricia DB directly without detours. Synchronization issues are a thing of the past – your data is absolutely consistent and up-to-date at every second.

Modular Extensibility: The platform is designed so that innovative plugins and intelligent features such as AI assistants, mailboxes, trifold or citation views can be seamlessly added at any time.

Easy Internationalization: New languages can be added to the system in no time. Each user can select their preferred working language completely individually.

Lightning-Fast Search Across Your Entire Document Base

Find exactly what you’re looking for – without endless clicking. The advanced search function scans your entire system in real time and delivers precise results in seconds:

Automatic OCR Processing: Every document is automatically subjected to optical character recognition (OCR) and indexed in the background upon entry. This makes every scan fully searchable by full text shortly after.

Global Real-Time Search: Search for any keywords across the entire repository. Results are available to you instantly with no noticeable loading time.

Intelligent Scoping: Narrow your search with full flexibility. You can search specifically within a single file, a complete file family, or across the entire document archive.

Precise Filter Functions: Refine your search results in no time. Filter documents by specific file types (e.g. .docx, .pdf), document categories, or narrow the search to exact time periods.

Maximum Legal Security and Seamless Processes

Sign and send sensitive documents directly from your familiar work environment. Thanks to seamless integration, you legally secure your business correspondence without leaving the EDMS:

Direct Signing from the Case File: Use the integrated email function to digitally sign messages and documents directly from the respective case file. Switching to external signature tools is completely eliminated.

Full Compliance: Every digital signature meets the highest security standards, ensuring that contracts, pleadings and client correspondence are transmitted in a legally secure and tamper-proof manner.

Automated Workflow: After the digital signature, the document remains in the protected system or is automatically sent via your Exchange server or email host – including correct assignment to the respective case reference.

Document Cycle in DMS
Capture
Scan · Upload · Email · API
OCR & AI
Full-text recognition · Auto-indexing
Classification
Automatic · Manual · Rules-based
Processing
Manual · AI-assisted · Hybrid
Workflow / Release
Multi-stage · SLA · Escalation
Archiving
Audit-proof · GDPR · AES-256

Our services

  • Integration Planning

We analyze your existing system landscape and develop a tailored integration strategy – without any operational disruption.

  • Installation & Configuration

Professional deployment of the entire software environment – on-premise or in the cloud, according to your requirements.

  • Customization

Individual adaptation to your specific IP workflows: templates, deadlines, responsibilities and categories configured to your rules.

  • Data Migration

Secure and completely lossless transfer of existing files, emails and documents into your new environment.

  • Multi-System Integration

Seamless interconnection of all your IP technologies. We connect IPMS, modern AI solutions and third-party applications via API into one central, highly efficient workflow.

  • Hosting Management

Secure, scalable and GDPR-compliant server operations. We ensure maximum performance and availability of your systems.

  • IT Support

Technical background support for lasting system stability. We monitor your infrastructure and proactively resolve potential issues.

  • User Support

Direct and personal assistance for your team. We support you with tailored onboarding, training sessions and fast responses in your daily work.

FREE & NON-BINDING

Get in Touch.

Whether it’s a live demo, technical question, or consultation – we are personally there for you.

  • Live Demo: Experience EDMS in 30 minutes
  • Personal one-on-one consultation
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About us & Partners

For Law Firms and Businesses

Strategic Partners

Patent Attorney Firms

Law Firms

Tax Advisory

Auditing

Insolvency Administration

Notary Offices

Real Estate Management

Medium-Sized Companies

Healthcare

Construction Companies

Insurance Companies

Public Administration

Patrix

Technology Partner

The Patricia® Cooperation Portal (PCP) is one of the powerful extensions of the IP management solution from Swedish manufacturer Patrix® AB. The PCP enables e.g.
Limited read and/or read/write access to Patricia files
Online updates and uploads of Patricia files
Online submission of invention disclosures
Access to approved reports, e.g. on your own files, portfolio, or costs.

Serviva

Implementation Partner

Digitizing IP processes requires more than just software. Serviva combines technical expertise with strategic consulting to seamlessly integrate Pace IP into your company or law firm. We manage the change and ensure your teams are productive from day one.

Use Case: From requirements gathering to post go-live support – Serviva provides end-to-end project management for a smooth implementation.


FAQ

Core Benefits

The PACE IP system was specifically developed for managing intellectual property rights. It serves to digitally structure the often massive volumes of documents in patent, trademark and design proceedings. By automating filing processes, it increases efficiency in law firms and legal departments while ensuring the audit-proof management of case files.

Cloud vs. On-Premise

PACE IP bietet eine hohe Flexibilität bei der Wahl der Infrastruktur. Kunden können entscheiden, ob sie das System als On-Premise-Lösung auf eigenen Servern betreiben oder die Cloud-Variante nutzen möchten. Beide Modelle unterstützen hybride Arbeitsweisen, sodass der sichere Zugriff auf IP-Dokumente sowohl aus dem Büro als auch aus dem Homeoffice jederzeit gewährleistet ist.

Role and Permission Management

PACE IP supports granular role and permission management. Administrators can define specific access rights for external parties. This makes it possible to grant clients direct access to the current status of their IP files via secured portals or dedicated permissions – without compromising the security of internal firm data.