Portfolio Inbox: Triage New USPTO Filings

Portfolio Inbox (/inbox) is where you triage newly detected USPTO trademark filings tied to your correspondent records. GleanMark checks the USPTO daily for new filings under your correspondent records — you, or attorneys clustered with you. When a filing appears that isn't already in your portfolios, it lands here so you can route it to a client and portfolio, or dismiss it.

What You Can Do

Review newly detected USPTO filings tied to your correspondent records
Open a filing's detail page from its mark name
Route a filing to an existing client or create a new client for it
Add a filing to a client portfolio, a firm bucket, or both
Approve the routing to add the mark to your portfolios
Dismiss a filing, or mark it Not mine (with the option to suppress that correspondent)
Undo a dismissal
Toggle Show dismissed to include dismissed items
Expand a filing to see when it was detected, the correspondent, and the recommendation type

How It Works

Open Portfolio Inbox — Go to /inbox
Review new items — When filings are waiting, they appear under a heading like 1 new filing to review or X new filings to review
Triage each filing — On each row, choose a client, pick portfolio destinations, and approve — or dismiss it
Show dismissed items if needed — Turn on Show dismissed to see the Dismissed section

What Appears in the Inbox

Portfolio Inbox shows filings detected under your correspondent records — you, or attorneys clustered with you — when those filings are not already in your portfolios.

The page separates items into two groups:

Section	What It Shows
new filings to review	Actionable filings with a state of `new` or `approved_pending_destination`
Dismissed	Filings with a state of `dismissed`, shown only when Show dismissed is on

Triaging a Filing

Each filing is a row with the mark front and center. The mark name links to its detail page (/trademark/uspto-[serial_number]), and the row shows the mark's status, owner, Nice class, filing date, and serial number. A filing waiting on a destination is flagged with a Needs destination badge.

Each row presents the decisions to make:

Client

Choose how to route the filing:

Add to existing client — Shown when there's a matching client; routes the filing to that client
Create new client — Creates a new client. The name pre-fills from the filing's owner, and you can rename it before approving.

Add to Portfolios

Pick one or both destinations:

Client portfolio — Adds the mark to that client's portfolio (created if it doesn't exist yet)
Firm bucket — Adds the mark to a firm-level bucket. The bucket is chosen automatically based on the mark's status: Registered (All), Pending Prosecution (All), or Dormant (All).

Actions

Approve actions — Applies your selections and adds the mark to the chosen portfolios. This button is disabled until at least one destination is selected; hover it to preview exactly what will happen.
Dismiss — Removes the filing from your review list. A confirmation appears with an Undo option.
Not mine — Dismisses the filing as not yours. The confirmation offers Undo, and a Suppress option to stop surfacing filings from that correspondent.

Expand a row using the chevron to see when the filing was detected, the correspondent it came from, and the recommendation type.

Page States

Loading

While filings load, the page shows placeholder skeleton rows.

Empty

When there are no actionable filings and Show dismissed is off, the page shows No new filings to review. with a note that GleanMark checks daily and new detected filings will appear here.

Review

When actionable filings exist, the page shows the X new filings to review count and a triage row for each filing.

Dismissed

When Show dismissed is on and dismissed filings exist, a Dismissed section appears below the actionable list.

Show Dismissed

Use the Show dismissed switch in the top-right of the page header:

Off — Shows actionable filings only
On — Shows actionable filings, plus a Dismissed section when dismissed items exist

Daily Monitoring

Portfolio Inbox is built as a daily triage page. GleanMark checks the USPTO daily for new trademark filings tied to your correspondent records. When a new filing is detected and it isn't already in your portfolios, it appears in /inbox.

Tips

Review /inbox regularly to triage newly detected filings
Use Approve actions to route a filing to a client and portfolio in one step
Use Not mine and Suppress to stop surfacing filings from a correspondent that isn't yours
Turn on Show dismissed when you want to revisit previously dismissed items