2025-02-22 2025-02-22 , online online, 1,620 € plus tax Saverio Misuri https://forum-institut.com/seminar/25051133-the-upc-case-management-system-for-paralegals/referenten/25/25_05/25051133-course-the-upc-case-management-system-for-paralegals_misuri-saverio.jpg The UPC Case Management System for Paralegals

This course enables attendees to master the intricacies of the UPC Case Management System.

The contents of your online course
  • Using the CMS: managing accounts, authentication, roles, representatives, and teams; Opt-out
  • Managing infringement and revocation proceedings, appeals and related proceedings
  • Dealing with the court: dates, documents, payments, languages
  • Case management functions: formal checks, service, hard copy, and physical exhibits
  • Visibility, public access, and confidentiality; Protective letters and provisional measures
  • Internal activities - what clerks and judges do; How to deal with CMS problems


Who should attend
Do you work in a corporate legal, IP or patent department or in a patent law firm, and need to learn how the UPC Case Management System works in practice?

Then this is the right course for you. Knowledge of formal patent law is a prerequisite, and the course will be conducted in English.
The objectives of your online course
The Unified Patent Court has been off to a good start. However, many users struggle with the UPC Case Management System (UPC CMS), the central platform for all judicial activities.While the UPC aims at developing - with the EPO - a (new) CMS, users will still need to work with the current CMS.

Understand the UPC CMS with in-depth walk-throughs and possible hands-on practice (depending on the number of participants) in this comprehensive online course. Master the newest functionalities alongside expert instructors directly from the company behind the UPC CMS.

Gain exclusive insights and practical skills to confidently navigate the system and optimise your workflow.
Your benefit

  • You will deepen your understanding of the UPC CMS.
  • You will know the relevant details of the UPC CMS for the respective proceedings.
  • You will be able to use the UPC CMS successfully.

25051133 Course - The UPC Case Management System for Paralegals

The UPC Case Management System for Paralegals

Benefits
  • First-hand experience: with speakers from the company behind the CMS
  • Practical insights in only two days
  • Highest quality standards according to our ISO certifications

Webcode 25051133

Book now

JETZT Buchen

Speakers


Everything at a glance

Appointment

21-22/05/2025

21-22/05/2025

Period

First day: 09:00 to 17:00 CET I Second day: 09:00 to 17:00 CET

First day: 09:00 to 17:00 CET I Second day: 09:00 to 17:00 CET
Venue

online

online

Fee
Your contact

Jean-Claude Alexandre Ho, LL.M.
Lawyer, Conference Manager

+49 6221 500-675
jc.alexandreho@forum-institut.de

Details

This course enables attendees to master the intricacies of the UPC Case Management System.

The contents of your online course

  • Using the CMS: managing accounts, authentication, roles, representatives, and teams; Opt-out
  • Managing infringement and revocation proceedings, appeals and related proceedings
  • Dealing with the court: dates, documents, payments, languages
  • Case management functions: formal checks, service, hard copy, and physical exhibits
  • Visibility, public access, and confidentiality; Protective letters and provisional measures
  • Internal activities - what clerks and judges do; How to deal with CMS problems


Who should attend
Do you work in a corporate legal, IP or patent department or in a patent law firm, and need to learn how the UPC Case Management System works in practice?

Then this is the right course for you. Knowledge of formal patent law is a prerequisite, and the course will be conducted in English.

The objectives of your online course

The Unified Patent Court has been off to a good start. However, many users struggle with the UPC Case Management System (UPC CMS), the central platform for all judicial activities.While the UPC aims at developing - with the EPO - a (new) CMS, users will still need to work with the current CMS.

Understand the UPC CMS with in-depth walk-throughs and possible hands-on practice (depending on the number of participants) in this comprehensive online course. Master the newest functionalities alongside expert instructors directly from the company behind the UPC CMS.

Gain exclusive insights and practical skills to confidently navigate the system and optimise your workflow.

Your benefit

  • You will deepen your understanding of the UPC CMS.
  • You will know the relevant details of the UPC CMS for the respective proceedings.
  • You will be able to use the UPC CMS successfully.

Detailed programme

First day: 09:00 to 17:00 CET I Second day: 09:00 to 17:00 CET

Introduction and overview of the CMS
  • Principles, logic, and relation to the Rules of Procedure and Rules governing the Registry
  • Types of procedures and how they relate in the CMS

Accessing and using the CMS
  • Onboarding, authentication and authorisation
  • Managing representatives and legal teams

Managing opt-outs
  • RoP5 and RoP5A applications
  • Opt-outs via API

Infringement action - Written procedure (walk-through session, with simple options)
  • Lodging the originating pleading
  • Formal checks
  • Acceptance of service
  • Appointment of panel
  • Defence and responses
  • RoP28 order
  • Overview of Interim and Oral procedures

Recap of the previous day, Q&As

Document management
  • Practical requirements, electronic signatures, hard copy, physical exhibits

Visibility and confidentiality
  • Visibility of cases, public access to the Register
  • Protection of confidential information

Revocation action - Written procedure (walk-through or practical session, with complex options)
  • Protective letter
  • Statement of claim
  • Preliminary objection
  • Defence
  • Counterclaim for infringement
  • Procedural applications

Wrap-up
  • How to deal with CMS problems
  • Q&A
  • Conclusions

More informations

Benefits of a FORUM Institut training course

FORUM Institut’s all-in-one training platform uses the latest teaching methods.
All our online training courses take place in the Learning Space, our holistic learning environment with many features that promote effective and sustainable learning.

  • Live and interactive learning on our Learning Space training platform
  • A platform with many features: events rooms, chat, course agendas and documents, surveys, workshop rooms and much more
  • Easy surveys with Slido
  • ‘Deluxe’ chat: group chats, one-to-one chats, one-to-one video chats
  • A central repository for documents and media
  • Other services and apps such as Padlet and Mentimeter available directly on the platform
  • The perfect marriage of teaching methods and technology
  • High level of interactivity with plenty of opportunity for questions
  • Continuous support throughout the event to ensure the most effective learning
  • Free technical pre-meeting to start off your training on the right foot

Technical requirements

You need a reliable Internet connection to take part in our online events. To have the best possible learning experience, we recommend that you use the latest version of the Microsoft Edge or Google Chrome browsers. You will need a headset, loudspeaker or telephone to play the audio. Further information is available here. Please check beforehand that your microphone or headset and camera are working properly. Do not access our services from a VPN since there are issues with the audio over such connections.

We have integrated Zoom video conferencing software into our Learning Space for our online training courses. If you are not authorised to use Zoom, please get in touch with us so we can make alternative arrangements for you to take part in our online training.

Free pre-meeting and technology check

You can attend one of our pre-meetings and explore our Learning Space free of charge. Registration is not required. You can find available dates for a pre-meeting in your customer portal. Click the green ‘Participate’ button in the pre-meeting in the customer portal and you will be redirected to the Learning Space.

The pre-meeting gives you the opportunity to explore our Learning Space and to familiarise yourself with the technology to start off your online training on the right foot. This is a non-binding offer for all our customers and not a prerequisite for participation. If a pre-meeting date does not suit you but you would still like a technology check, please contact us.

Access to and procedure for online events

Once you have registered for an event, we will send you the access information for your customer portal. Click here to log in to the customer portal using your email address and password. Please ensure you can access the customer portal before the day of the event.

All important or additional information and personal documents are available in your personalised customer portal. This is also where you start your online courses. If you do not have access to the customer portal yet, you can easily register here.

On the day of the event, you kick off your online training in the customer portal by clicking ‘Participate’ directly in the respective event. You will then be redirected to the Learning Space.

Learn more about our online events here.

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