Firm branding · Professional add-on, included with Max
Clearance reports get your logo and firm name on the cover and in the page headers, in PDF and Word. The client reports you send on a schedule get your logo on the cover. You set it up once in Settings, and one switch turns it on for both.
The 7-day Professional trial includes 2 clearance reports. Firm branding can be added once your plan is paid. Book a demo
GleanMark's Firm Branding puts your firm's logo on the clearance reports and client reports you send, so they look like your own work product.
1:25. Shown on a clearance report for CASA VERDE and a weekly summary for Games Global, branded for a made-up firm. Transcript · All feature videos
Clearance reports
The cover and first page of a clearance report, as GleanMark makes it and with a firm’s branding turned on. The analysis does not change. What changes is whose name your client sees on the cover and in the page headers.
Showing the clearance report with the firm's branding: Hollis & Reed LLP's logo and name on the cover and in the page header, and "Powered by GleanMark" in the footer.
Hollis & Reed LLP and the mark BRASSWREN are made-up examples. Report text is shown as gray bars.
Client reports
GleanMark can send each of your clients a report on their marks, weekly, monthly or quarterly: a PDF with their portfolio, new filings that may conflict with their marks, USPTO milestones and upcoming deadlines, attached to an email in your firm’s name. Without branding, the cover shows your firm name in type. With branding on, your logo sits above it. The pages inside are the same either way.
Client reports come with client emails. Firm branding adds the logo.
Brasswren Coffee Co. is a made-up client. New filings are shown as gray bars.
Set it up once
Owners and admins of your firm workspace set it up in Settings, under Organization. Here is each setting, and where it shows up on each kind of report.
Your organization name, already in Settings.
A PNG or JPG up to 5 MB. A wide logo on a transparent or white background, at least 120 pixels tall, works best.
Up to 120 characters.
One switch for both kinds of report. It stays off until you turn it on, and it needs a logo first, so uploading a logo changes nothing by itself.
Not branded: Excel workbooks, knockout reports and emails. The emails your clients get name your firm, without the logo.
Pricing
Professional
$49 /month per firm
An add-on to your plan, for branded clearance reports. Branded client reports also need client emails, the add-on that sends them: another $49/month, so $98 a month per firm for both.
Max
Included
Nothing to add. Max includes client emails as well, so your client reports can carry your logo too.
Firm branding is not available on Starter.
Firm branding needs a firm workspace. The account owner, who manages billing, adds it from the Firm branding card in Settings.
Compare plansYour work product
Your name in front. An honest record of how it was made.
On a clearance report, your logo and firm name lead the cover and the page headers. A small “Powered by GleanMark” line stays in the footer, and the disclaimer page says your firm prepared the report using GleanMark’s search and analysis tools, and that your firm is responsible for the legal conclusions.
The client sees your firm throughout, and the report still says plainly that the search was tool-assisted.
Firm branding is $49 a month per firm on Professional, and included with Max. Start with the 7-day Professional trial and run a clearance report on a real matter.