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Patent attorneys · CRM

Keep every enquiry, filing and response date in one place the whole practice can read.

A CRM for a patent practice is a record of every enquiry, the invention field, the filing and the dates that follow. GullySales works on setting up the fields, the stages and the routine for updating them, so the attorney finds the next action without hunting.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of law firms at work in India

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for patent attorneys

Sales and marketing for patent attorneys, the overview.

Last updated 18 Oct 2026.

For patent attorneys

Where it usually goes wrong, and what we would do.

  • “Dates are the heart of the record”

    A request for examination, a response to a report and renewals all carry dates set by the Patent Office. A CRM that only stores names misses what the practice most needs to see.

  • “Enquiries and filings sit in different places”

    The first call is in a phone, the intake sheet in an email and the filing in a folder. When a client returns for a second invention, nobody can say what was discussed before.

  • “Confidentiality shapes what is stored”

    An unpublished invention is sensitive. The CRM should hold the field and the stage, with the technical detail kept in the case file under the practice's own access rules, not typed into a general tool.

What we do

What we deliver for patent attorneys.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Stages from enquiry to renewal

    A set of stages: new enquiry, intake received, advice given, filed, report received, response sent, renewal due.

    Result: Every client sits in one stage, and the attorney can list who is waiting.

  2. A filing register with response dates

    A list of filings with the due dates for examination requests and report responses, and the client contact for each.

    Result: One register shows the next date for every case.

  3. Source and field on every record

    Where the enquiry came from and which technical field it belongs to.

    Result: Reports show which sources and fields lead to filings.

  4. Reminders to the drafting attorney

    A reminder before each date, sent to the attorney and to the person coordinating.

    Result: No date depends on one person's memory.

  5. Access rules written down

    Who can open which records, and what is kept out of the CRM altogether.

    Result: The practice can show how client information is handled.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Who it is for

This is written for these patent attorneys.

  • Mechanical and automotive patent practices
  • Electronics and software-related patent practices
  • Pharmaceutical and chemical patent practices
  • Biotechnology and agri-tech patent practices
  • Patent search and mapping services
  • Examination report response practices
  • Patent attorneys for universities and research institutions
  • Freelance patent agents working with law firms

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which CRM should a small practice use?
Any tool that holds contacts, stages and reminders and that the team will actually update. A spreadsheet works to begin with. Move to a CRM when the volume makes the spreadsheet unreliable.
Should invention details go in the CRM?
Keep technical detail in the case file under the practice's own confidentiality rules. The CRM needs the field, the stage and the dates. Check your professional body's guidance on client records.
Who updates it?
The person who receives the enquiry creates the record, and the drafting attorney updates the stage. Agree this and write it down, or the register falls out of date.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for patent attorneys

Everything else we would do for you.

Closest to this: leads and follow-up

Also for patent attorneys

Or start from the overview: sales and marketing for patent attorneys.

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