Feature highlight: Clearance Report

Hi! This is Howard Katzenberg, GleanMark's founder. In this video, we'll walk you through GleanMark's Clearance Report. It combines broader searches, deeper analysis, and supporting evidence to help you assess a proposed name and explain the risks to your client.

Let's evaluate AGENT ADVANTAGE for AI customer-relationship software and consulting. I enter the mark, describe the goods and services, and select the relevant classes.

Clearance includes the knockout results, then goes further with web, domain, and social searches, additional research tabs, and analysis of potential confusion and descriptiveness issues.

Here, GleanMark rates the name high risk. An identical name is registered for related software, other businesses use it online, the .com is parked, and the handle is taken on several social platforms.

The closest conflicts receive a factor-by-factor DuPont analysis under Section 2(d).

Here's Guaranteed Rate's registration for the identical name. The examiner cited that same registration when refusing Deloitte's application for AGENT ADVANTAGE. Deloitte's application is still pending. While it is, an examiner would likely suspend a new filing behind it.

GleanMark also analyzes potential descriptiveness issues under Section 2(e). Here, it flags a likely disclaimer of AGENT and shows how other owners have treated that term in relevant classes.

The evidence tabs help you plan a response, too. Crowded Field shows more than 100 live registrations starting with AGENT in your classes and related ones, from more than 80 owners. Thor Tech Pairs finds the same name, or a near spelling, registered to unrelated owners: one for goods like yours, one for goods like Guaranteed Rate's. That's evidence an attorney can cite to argue the goods aren't related, and it also flags the pairs that cut the other way. Refusal History shows what examiners flagged against similar marks: the registrations they cited, and earlier applications named in suspension letters.

You control the final assessment. Adjust ratings, dismiss irrelevant results, add marks, compare them side by side, and arrange the conflicts in your preferred order. You can also switch off GleanMark's ratings and assess the results yourself.

A long list of similar marks still leaves you with work to do. Choose the sections and conflicts your client needs to see.

The report leads with the risk assessment, strategy options, and next steps, with detailed analysis and evidence in the appendices. With firm branding, your firm's name and logo appear on every page.

Download a PDF to share, Word to edit, or Excel for further analysis, turning the research into advice your client can use.

Clear your next name with GleanMark. Start a free trial or book a short walkthrough at gleanmark.com.