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Therese Zon

Therese Zon

Client Operations Associate (formerly Docket Manager)

Cardinal Intellectual Property

Greater Chicago Area, us

Client Operations Associate at Cardinal Intellectual Property, Evanston, IL

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Cardinal Intellectual Property

Client Operations Associate (formerly Docket Manager)

(October 2014-present Client Operations Associate)
As a Client Operations Associate, my experience can be summarized as:
Facilitate efficiency by meeting structured deadlines for optimal production levels internally and externally. Primary areas of focus and coordination involve new client portfolio integration, on-boarding, and service expansion projects. Custom reports, data processing and data supplementation, auditing uploaded client files to database for 100% accuracy and addressing corrections and errors with COAs.
-Assist with maintenance of patent application database to reflect new applications and changes

(Aug 2012-Oct 2014 Docket Manager) As a Docket Manager, my experience can be summarized as:
Manage patent and trademark portfolios for companies and law firms through the use of specialized docket software systems
- Run daily and weekly reports of all upcoming due dates and deadlines along with any specialized reports requested by the client
- Process and docket all incoming correspondence for US and foreign cases and ensure the accuracy of the docket with regular audits
- Research and maintain knowledge of US and foreign IP rules and regulation
- Lead client interaction, intake and communication with outside counsel and foreign associates to establish and meet deadlines, responses, and instructions for filing
- Draft legal documents, correspondence and applications for attorney review
- Filing with the United States Patent and Trademark Office