Review criteria
- +Project by client and search type
- +Stage from scope to report
- +Hours logged
- +Due-date and delivery view
Patent Search Project Tracker in Patent Search Service
The Patent Search Project Tracker is a copy-ready spreadsheet for patent search service that tracks projects, client, type, stage, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Patent Search Project Tracker”
Tabs: How to use · Jobs · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 12
Columns (grey = calculated for you)
- Opened
- Customer
- Search type
- Stage
- Searcher
- Promised
- Price
- Deposit
- Hours budget
- Hours logged
- Balance
- Days open
- Open the Jobs tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Agree on scope and a hours budget up front; Hours logged near the budget means a check-in with the client.
- Promised turns red when a report is late; search reports are not legal opinions.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Patent Search Project Tracker
About this template
It is built for people who want results without another subscription: searchers tracking projects through stages. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Patent Search Project Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Searchers tracking projects through stages
- +Anyone juggling several searches
Pause before choosing when
- -Patent-database integration
- -IP docketing
About Patent Search Service
Why people consider this option
- +Track search projects, prior art, and billing without paid software
- +Keep every reference and client in a file you own
- +Know hours and fees per project
What to review before acting
- -No patent-database or IP-docketing integration without a tool
- -Larger firms eventually need IP practice software
Trust FAQ
Questions people ask before copying a template
Does the Patent Search Project Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Patent Search Project Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Patent Search Project Tracker track?
It tracks projects, client, type, stage, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.