The complete trademark lifecycle, standardized end to end.
From lookup and portfolio import through registration, maintenance, and renewal — every prosecution event becomes a workflow with the correspondence, deadlines, and reporting it requires.
Start from the record, not a blank matter
Search USPTO trademark records by mark, serial number, registration number, or owner — then pull an owner’s entire portfolio into your workflows in one step, design-mark images and all.
- Search USPTO records by mark, serial, registration, or owner
- Import an owner’s full portfolio at once
- Registered, pending, verification, and foreign buckets — Select All or Deselect All
- Design-mark images pulled in automatically
Serial 90012345 · Registered · PrincipalImport
Serial 90012410 · Pending · design markImport
Reg. 7100200 · Registered · word markImport
Every stage has a workflow
The engine recognizes where a mark is in its life and drives the right work next — no guesswork about which letter, which deadline, or which register applies.
Application filing
New matter opens with owner, class, and specimen context captured up front.
Office Actions & responses
You classify the refusal; combined multi-mark responses then group into a single letter.
Publication & Notice of Allowance
Publication and allowance events trigger the correct client notice and next deadline.
Statements of Use
Extension-aware reminders adapt to which extension the mark is on and when use is due.
Registration & renewals
§8 & 9, §8 & 15, and renewal windows generate the right combined correspondence.
Conditional logic built for trademark work
The templates branch on the facts of the matter, so one template covers cases that used to need several.
Principal vs. Supplemental
§8 & 15 correspondence branches by register — Supplemental marks receive §8-only handling without a separate template.
Extension-aware SOU
Statement-of-Use reminders adapt to the extension the mark is on, with the correct due and final dates surfaced automatically.
Specimen logic
Conditional specimen lists respond to whether use is located and whether the mark covers goods, services, or both.
Serial 90012345 · delivered .emlReported
related applications · consent pathReported
grouped by matter & firmQueued
Every client update, accounted for.
Every trademark communication the engine generates — Office Action responses, SOU reminders, renewals, congratulations letters — is tracked and confirmed to the client. Untagged templates are surfaced before anything slips.
- Every generated letter accounted for
- Untagged templates flagged automatically
- Summaries grouped by matter and firm
Real matters, handled the same way
Whether it’s a descriptiveness refusal, a likelihood-of-confusion strategy across a family of related applications, or a routine renewal — the workflow assembles the response, the attachments, and the client email as one reviewed package.
- Consolidated Office Action emails across related marks
- Consent-agreement strategy carried through the correspondence
- Attachments named by serial or registration number
- Client-ready delivery with inline formatting intact
Non-final · likelihood of confusionentered
Combined OA response · consent strategymatched
serial folded into filename4 files
inline color preserved · .emlreview