IP & Trademark
Filings, office actions and a portfolio that never lapses.
Trademark practice is deadline-driven and template-heavy — the two things software is best at.
What this costs you today
- —Clearance opinions written from scratch
- —Office action responses that repeat the same arguments
- —Renewal dates spread across spreadsheets
- —Clients with no view of their own portfolio
~4 hours
of paralegal and associate time absorbed per matter once the core modules are running.
At a $150 blended cost per hour that is about $600 per matter.
What we can automate in ip & trademark
Every module is priced on its own. Add what you need, leave the rest.
United States: USPTO TEAS filings, TMEP-based office action responses, statements of use, TTAB deadlines.
Clearance Search Summary
Search results triaged into conflicts, near-misses and a recommendation you can send.
- —Clearance memo
- —Conflict table
Filing Preparation
Applications prepared from intake, with goods and services classified and described properly.
Rules-based assembly — no generative drafting in the operative text
- —Application package
- —Classification schedule
United States: USPTO TEAS.
Office Action Response Drafter
Each refusal ground answered with the argument structure that works for that ground.
- —Draft response
- —Evidence list
Portfolio Docketing
Every deadline, renewal and use filing across the portfolio, with client-visible status.
Rules-based assembly — no generative drafting in the operative text
- —Docket
- —Client portfolio dashboard
Licensing & Assignment Drafter
Licences, assignments and coexistence agreements from your precedents.
Rules-based assembly — no generative drafting in the operative text
- —Draft agreement
- —Recordal filings
Infringement Watch & Demand Letters
Watch notices triaged by risk, with cease-and-desist letters drafted for the ones that matter.
- —Watch report
- —Demand letter
USPTO Filing & Specimen Desk
TEAS filings, specimen review and statement of use tracking against the USPTO deadline set.
Rules-based assembly — no generative drafting in the operative text
- —TEAS application draft
- —Specimen review notes
- —Statement of use calendar
Included with every ip & trademark plan
Smart Intake
Branded client questionnaire with conditional logic, autosave and reminders. One intake feeds every downstream document.
Document Intelligence
Ingest by upload, email or text. OCR, classify, and extract fields straight into the matter record.
Draft Studio
Your templates and clause bank produce the first draft. Any AI-written passage is highlighted for review.
Deadline Engine
Jurisdiction rules turn filing dates into a calendar, with escalating limitation-period alerts.
Client Portal & E-Sign
Secure document exchange, matter status and signatures, in your firm's branding.
Matter Copilot
Ask questions of a matter's own file. Every answer cites the page it came from.
Time & Billing Assist
Activity becomes draft time entries and invoices, with the AI-assistance disclosure line your bar requires.
Audit & Sign-Off
Every automated action is logged, and nothing leaves the firm until a licensed lawyer signs off in the system.