Feature highlight: Auto-Built Portfolios

Hi! This is Howard Katzenberg, GleanMark's founder. In this video, we'll walk you through GleanMark's Auto-Built Portfolios. GleanMark builds your portfolios, your client list, and your deadlines from the USPTO record, so you don't type in serial numbers.

Start a free trial with the email address that's on your USPTO filings.

GleanMark looks that address up and asks you to confirm it's you. For this example, we're using the public filings of a Wisconsin law firm, with more than 100 marks for more than 50 clients.

The screen lists what it will create: your deadlines, portfolios for pending, registered, and dead marks, and a private client list, one entry for each owner name on the USPTO record. If you also file from another address, you can add it here. Then click Yes, load my deadlines, and finish a short profile.

You land on the firm's page while GleanMark builds it, usually in under a minute. Watch the portfolios and clients add up.

Open Portfolios. Every mark is filed by status in firm-wide portfolios. Each client also gets its own portfolio, with dead marks kept in a separate one. Pick a client on the left to see it.

Your client list has one entry for each owner name. Each card shows the client's marks, how many are registered and pending, and how many deadlines are coming up.

The Deadlines page already holds the upcoming USPTO dates on those marks, such as office action responses and statements of use.

The alert settings on these portfolios start switched off. Under Manage alerts, turn on a portfolio, then apply its settings to the marks already in it.

GleanMark keeps this current. Each day, it moves marks between the firm-wide pending, registered, and dead portfolios as their status changes. New filings from your addresses will show up here, under New Marks, ready to add.

Taking on a new client? Click Add Client and type the owner's name. Pick the match, and Create & Populate starts the same build for that client's portfolios and deadlines.

Let GleanMark load your marks, clients, and deadlines for you. Start a free trial or book a short walkthrough at gleanmark.com.