General Summary: Process files being transferred into and out of Knobbe Martens according to established procedures. Work cohesively with team members and attorneys to ensure efficient client service.

Responsibilities:

• Process files transferred to Knobbe Martens (Tran In).
• Obtain conflict subject matter and run conflict check.
• Review physical and/or electronic files to identify urgent matters, determine relationships, and assign matter codes.
• Perform docketing data entry and verify matter status.
• Manage spreadsheet containing data for import.
• Prepare and file documentation to finalize transfer before the USPTO.

• Manage docket relating to documentation necessary to complete transfer.
• Coordinate barcoding, scanning, and file history downloading.
• Coordinate transfer efforts with Trademark Paralegal for international trademark matters.
• Coordinate transfer efforts with Prosecution Team to confirm required documents are received.
• Process files transferred out from Knobbe Martens (Tran Out).
• Manage correspondence required for, received during, and received after transfer.
• Correspond and follow-up with client regarding documentation signature.
• Review files to ensure all designated files have been collected and to identify urgent matters requiring expedited processing.
• Perform data updates to docketing system and verify matter status.
• Prepare physical files and package for transfer according to retention policy.
• Coordinate the creation of a CD or file sharing site containing electronic files for transfer.
• Coordinate completion of transfer with new counsel.
• Manage docket and necessary follow-ups until transfer is complete.
• Conduct and participate in training as necessary.
• Complete other duties as assigned by Supervisor(s).

• Knowledge of patent, trademark and copyright prosecution and previous experience as a Docketing Agent preferred.
• Effective writing skills; excellent proofreading, spelling, grammar, and punctuation.

• Previous clerical and data entry experience demanding a high attention to detail.
• Excellent computer skills; proficient in Microsoft Office Suite.

• Effective verbal communication skills.
• Must be efficient, accurate, timely, flexible and have excellent attention to detail.
• Able to thrive in a fast-paced, dynamic environment.
• Team player and a positive attitude is a must.
• Must meet minimum testing requirements.
• Able to lift and carry up to 15 pounds.