Welcome to GleanMark: Getting Started with Trademark Intelligence

GleanMark is a trademark intelligence platform built on 14M+ USPTO records. Search trademarks, monitor your portfolio, track competitors, analyze conflicts, and draft office action responses — all from one place. This guide walks you through your first session.

Your Dashboard

After signing in, you land on the Dashboard (/home). It's your command center:

• Overview hero — three cards at the top. Book of Business (active clients, registered marks, pending marks — personal workspaces show tracked owners instead of clients), TTAB Proceedings (Active), and Needs attention (alerts from the last 14 days, overdue deadlines, and deadlines due in the next 30 days). Every number is clickable.
• Top portfolios — a snapshot of your busiest portfolios, with a link to the full Portfolios page.

If you're brand new, the dashboard shows onboarding cards to help you import trademarks, track owners, and set up alerts.

Quick Start: 5 Things to Do First

1. Run a Search

Click Search > Power in the sidebar or go to /search. Type any trademark name, owner, or serial number. Results appear instantly with status badges, owner links, Nice classes, and similarity scores. No account required — search is free for everyone.

2. Create a Portfolio

Click Portfolios under Monitor in the sidebar, then create a new portfolio. Give it a name and optional description. Once created, use Add Trademarks to add marks by serial number — type a serial and GleanMark validates it against the USPTO database. Every mark in a portfolio is automatically monitored for changes.

3. Track a Competitor

Go to Owners under Monitor in the sidebar. Search for any trademark owner and track them. GleanMark monitors all their filings, assignments, TTAB proceedings, and milestones.

4. Run a Knockout Search

Click Search > Knockout in the sidebar. Enter a proposed mark name and select Nice classes. GleanMark runs examiner-style phonetic, visual, and semantic checks and returns a risk verdict in seconds.

5. Configure Alerts

Open Alert Preferences from your profile menu (/settings/alerts). Choose which alert categories matter to you across your portfolios and tracked owners, and how you want to be notified.

Three Quick Actions

The dashboard header has three quick-action buttons:

• New Portfolio — jump straight to portfolio creation
• New Analysis — start a confusion analysis, clearance report, or other analytical tool
• Knockout Search — quick availability check for a proposed mark

Navigating the App

The sidebar starts and ends with two standalone links — Dashboard at the top and Analysis at the bottom — with Markus AI below Dashboard. In between, features are organized into four collapsible groups:

Section	What's There
Search	Power, TESS, Knockout, Clearance
Monitor	Watches, Portfolios, Owners, TTAB
Docket	Clients, Deadlines, My Tasks
Prosecution	Alerts, OA Drafts, OA Research

Clicking the Search group header opens the main search page; the chevron expands its sub-tools. Some links only appear when relevant — TTAB shows once you have a proceeding, and Clients appears when client management is enabled.

Your profile menu is at the bottom of the sidebar — access account settings, billing, alert preferences, watch defaults, organization settings, and the support chat from there.

Tips for New Users

• Start with one portfolio — add your most important trademarks and let the monitoring run for a few days to see what alerts come in
• Use Markus AI for questions — click "Markus AI" in the sidebar and ask anything: "Search for marks similar to BRIGHTPATH in Class 9" or "What deadlines are coming up?"
• Bookmark /home — the dashboard gives you a daily snapshot of everything that needs attention

Related Features

• Setting Up Alerts — Configure monitoring and notification preferences
• Knockout Search — Check trademark availability before filing
• Markus AI — Your AI-powered trademark assistant