Josue Beltran
Brooklyn
Summary
Dynamic and accomplished IP Docketing Professional with over 10 years of experience in docketing and administrative functions within the legal sector. Renowned for exceptional organizational skills, team leadership, and operational management, ensuring meticulous attention to detail and accuracy in task completion. Proven ability to excel in fast-paced environments while promoting collaboration and teamwork. Strong oral and written communication skills, along with sound judgment and decision-making capabilities, upholding a high level of confidentiality in all professional interactions, contributing to a reliable and productive work environment.
Overview
19
19
years of professional experience
Work History
IP Docketing Supervisor
Jones Robb, PLLC
12.2022 - Current
- Supervised daily operations to ensure compliance with firm docketing standards, smooth workflow and timely completion of tasks.
- Oversee and distribute docketing communications
- Manage client communications, ensuring timely responses and high satisfaction levels.
- Enhance communication within the team by holding regular meetings and encouraging open dialogue among all members.
- Conduct performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
- Train and mentor team members, enhancing overall productivity and morale.
- Supported the end-to-end development of a web-based docketing program from initial requirements to deployment.
IP Administrator
Inovia
07.2013 - 03.2022
- Managed the end-to-end preparation of incoming EP, PCT, and DCT orders for national and direct filing.
- Consulted with prospective clients to optimize their filing strategies, offering word count analyses to maximize cost savings and promote our service offerings.
- Served as liaison between inovia and the Spanish Agents for application filings and required documents.
- Tracked critical filing deadlines and verify the timely submission of patent applications by global agent networks.
- Streamlined communication processes between teams, improving information flow and collaboration.
Docketing Manager
Davidson, Davidson & Kappel LLC
02.2011 - 07.2013
- Achieved efficient docketing of all incoming PTO mail for patent and trademark cases, enhancing organizational flow within Foundation IP Docketing system.
- Delivered accurate patent application documents for timely filing and responded to document requests promptly.
- Produced formal documents for client signatures, ensuring successful filing with relevant patent and trademark offices.
- Streamlined monitoring of due dates and fostered communication with attorneys, paralegals, and foreign counsel to guarantee effective actions.
- Established new client/matter profiles in billing software, creating accessible physical and electronic files.
- Dispatched timely payment instructions directly to CPI to prevent coverage lapses.
- Partnered with attorneys and paralegals to ensure accurate case tracking via timely docket summaries.
- Conducted detailed patent searches and retrieved critical documents from various public and private patent office resources.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Maximized performance by monitoring daily activities and mentoring team members.
Docket Clerk
Cantor Fitzgerald LP
06.2008 - 04.2011
- Monitored and updated deadlines and due dates within CPI docketing database, ensuring all patent and trademark records remained current and accurate.
- Oversaw management of incoming and outgoing correspondence and electronic communications to ensure organized communication flow.
- Oversaw monitoring of annuity and maintenance fees alongside client status reports to enhance strategic decision-making.
- Compiled and delivered detailed calendar reports, aiding attorneys in effective schedule management.
- Oversaw incoming mail processes to guarantee proper handling and prompt distribution to relevant departments.
- Conducted thorough reviews and proofreading of USPTO correspondence to ensure accuracy and compliance.
- Digitized and organized physical records into a secure database, facilitating efficient information retrieval.
Docket Clerk
Farrell Law Firm
10.2007 - 06.2008
- Managed database and physical file systems to uphold current status of patent and trademark applications.
- Coordinated adjustments to deadline dates in accordance with evolving project needs.
- Analyzed and distributed comprehensive reports to attorneys, highlighting critical upcoming deadline dates.
- Streamlined electronic filing processes for assignment documents and revocations.
- Executed thorough application status checks to support legal processes.
Education
Diploma - Business Management
Bushwick High School
01.1993
Skills
- Microsoft Office expertise
- Proficient in Spanish
- Adobe Acrobat
- IPRO Scanning Software
- Proficient in CPI docketing
- Pattsy
- Foundation IP
- CPA Memotech
- IP Master
- WebTMS
- Juris Billing Software
- Patent searches and retrieval of documents within Public & Private PAIR; TARR; EPO; WIPO and other foreign patent offices
Timeline
IP Docketing Supervisor
Jones Robb, PLLC
12.2022 - Current
IP Administrator
Inovia
07.2013 - 03.2022
Docketing Manager
Davidson, Davidson & Kappel LLC
02.2011 - 07.2013
Docket Clerk
Cantor Fitzgerald LP
06.2008 - 04.2011
Docket Clerk
Farrell Law Firm
10.2007 - 06.2008
Diploma - Business Management
Bushwick High School