Feature highlight: Filing with Client Intake

Hi! This is Howard Katzenberg, GleanMark's founder. In this video, we'll walk you through filing a trademark application with GleanMark, from requesting input from your client to filing in the USPTO Trademark Center.

To start, open File Mark, select Ask a client, and enter the client's name, email, and mark. Our example is Nebbia Dorata, a sample coffee brand.

The client will be instructed to input basic information about the brand they want to protect. The classes, goods and services wording, the filing basis, and the conflict check stay with you.

GleanMark drafts the email. You copy it and send it from your own account.

Now, our example client, Elena Marchetti, opens the link on her phone. It's a few short questions, about 5 minutes.

She wants the name protected together with its design, so she uploads the design image.

She uploads her product list, and GleanMark reads it into the things she sells. She could give her website instead, or simply describe them. Her coffee beans are on sale today.

She enters information about first use for each of the products. This data will help you determine whether to file 1(a) in use, or a 1(b) intent-to-use application.

Next, she adds images of the name in use to submit as specimens: a photo of the bag and a screenshot of her online shop.

The coffee shop opens next year, so it goes under what she plans to offer.

She then adds information about the applicant: who will sign, and the meaning of Nebbia Dorata, which is Italian for golden mist. Then she clicks to submit the form.

GleanMark emails you when her answers come in, with a button to open the application.

Her answers are already in the application, each one tagged so you can check it. What she sent stays beside you, and you can ask her for anything missing.

Her design image is already on Mark Info, and GleanMark drafts its description for the USPTO.

GleanMark recommends classes from what she sent. Keep class 30 for the beans, and add class 43 for the coffee shop.

On Filing Basis, what Elena said about each class sits right above your choice. Her beans are on sale, so choose In use today for class 30. The coffee shop in class 43 stays intent to use.

GleanMark matches each item to the USPTO's ID Manual. Wording that isn't listed adds $200 a class, so search the Manual right here and pick approved wording instead.

Her dates are already filled in. Check them, then confirm you checked them with her.

Then run a final conflict check. Each similar mark shows its goods and services, so you can judge the overlap.

She left LLC off the company name. Type the fix, and GleanMark asks whether to keep yours or use hers. Your attorney details carry over from your last filing.

Her images are on the Specimen step. GleanMark describes each one, reads the web address and date from the shop screenshot, and flags common USPTO problems, like wording that doesn't match the mark, or a mock-up.

The Italian translation comes from her answer too.

Review the application and prepare the filing. Then send it to Elena for final approval. GleanMark drafts the email, with a link to the application and notes on anything you changed from her answers.

She sees what will be filed, and the choices you made, and can approve it on her phone.

Her approval shows on your filing page. Now open the copy panel beside the USPTO's Trademark Center.

The panel follows Trademark Center's order. Copy each piece of text and paste it in, make the matching choices, and download the files to upload.

On the mark page, choose to protect what the mark looks like, upload her design image from the panel, and paste its description.

Tick off each section as you go, and check the application on Trademark Center's review page before Elena signs.

Let your clients supply the facts, and keep every decision yours. Start a free trial or book a short walkthrough at gleanmark.com.