Feature highlight: Client Emails

Hi! This is Howard Katzenberg, GleanMark's founder. In this video, we'll walk you through GleanMark's Client Emails. It keeps clients informed at every stage of a trademark's life, from office actions to renewals, while you control what gets sent and what needs approval.

Open Notifications from your account menu, then select Client emails. There are two programs: prosecution updates for selected USPTO events, and recurring portfolio summaries.

Keeping clients in the loop over the life of a trademark usually takes a lot of manual work. Together, these programs handle the routine updates, so your team stays in front of clients without preparing every one by hand.

Emails display your firm's name via GleanMark. Choose where client replies go and whether to copy a firm inbox, so your team stays part of the conversation.

Prosecution updates follow the life cycle of each mark: office actions, publication, the notice of allowance, Statement of Use reminders, registration, renewals, and abandonment.

Take renewals. Your client hears from you when the filing window opens, 30 days before the deadline, and, if nothing has been filed, 30 days before the grace period ends. The first email asks the client to confirm the mark is still in use and to send a current example.

For each event, choose whether to send automatically, hold the email for review, or leave it off.

You might automate routine milestones while reviewing office action notifications before they go out. Set defaults for the firm, then make exceptions for individual clients.

Each event has an editable template. GleanMark fills in the relevant facts, including response deadlines, extension information, and links to the underlying record.

The default office action email acknowledges receipt and tells the client you're reviewing it. Client Letters handles the more detailed explanation and advice.

Here's an example using RULE OF ANUBIS, a Light & Wonder application. After the office action was processed, an email was prepared and held for approval, with the response deadline and extension information filled in.

Review it, make any changes, then send, or discard it. You decide what reaches the client.

Portfolio summaries provide a consolidated view of a client's monitored marks. Schedule them weekly, monthly, or quarterly, and choose the sections to include: portfolio totals, new potentially conflicting filings, USPTO milestones, and upcoming deadlines.

Send history shows the emails and their delivery status. Here's a weekly summary with the highlights in the email and the full report attached as a PDF.

The report carries your firm's name and, with Firm Branding, your logo. Clients can see their registered and pending marks, recent developments, and approaching deadlines in one place.

It gives them a regular view of the portfolio you're helping manage, without requiring your team to assemble each report manually.

Keep clients informed at every stage, with control over every update. Start a free trial or book a short walkthrough at gleanmark.com.