Platform demo: GleanMark platform tour

Hi, I'm Howard Katzenberg, founder of GleanMark. In this short tour, I'll use one real trademark application to show you how the platform fits into your day-to-day practice, from clearance and Office Action responses to docketing and monitoring. We'll look at what GleanMark finds, the research and drafts it prepares, and how you can review and refine the work along the way. Let's start with clearance.

Our example is AGENT ADVANTAGE, an application filed by Deloitte for AI-powered CRM software and technology consulting. Here's its page in GleanMark, with the status, the owner, the goods and services, and every document in the USPTO file. It's currently facing a final refusal over an identical registered mark. Here's that office action.

But let's start earlier and see what a clearance search would flag for this application. I enter the mark, describe the goods and services, and select classes 9, 35 and 42.

About a minute later, the report comes back, and it's red: high risk. GleanMark rated more than a thousand similar marks on the register, matched by sound, look, meaning and foreign equivalents, and ranks every one by risk. Setting aside Deloitte's own application, which of course comes up first, here's what it found at the top: the identical registration, AGENT ADVANTAGE, with the goods overlap rated high.

Every mark has our initial risk rating, but you can change these and make the final call. AGENTS' ADVANTAGE is for insurance, so I rate it low. The filters on the left side update instantly, Re-sort moves it down, and your ratings carry into the verdict and every export.

The exported report includes a DuPont analysis of the top conflicts and other detailed analyses. Download the results as a PDF, Word or Excel file, with just the sections you want. The PDF can go out as your firm's report, with your logo and name on every page.

In reality, this mark was refused for likelihood of confusion, and the examiner cited that same registration we ranked as high risk. In GleanMark, each office action gets its own page. For this one, it shows this is a final refusal, with a response due in January. There are two issues: a 2(d) refusal, and a requirement to clarify the identification of goods and services. This summary page provides the examiner's own words, and suggests ways to answer each issue.

GleanMark not only analyzes the office action, it dockets it. Its response date is on the deadlines page. When the earlier response was filed, that deadline automatically closed itself. This page shows deadlines for statements of use, Section 8, 9 and 15 requirements, office actions, and even TTAB proceedings. Our docketing also allows you to assign a task to a colleague, get daily or weekly reminder emails, and subscribe from your own calendar.

Before any drafting, the client needs to hear about this refusal. So next, I want to show you Markus, our AI paralegal, built for trademark prosecution. Think of Markus as Claude or ChatGPT with access to the full USPTO register and TTAB records. I ask it for a reporting letter to the client. Above the letter, it lists what it confirmed in the record, with sources, and what to check before sending. Then the letter, in plain English: what the examiner refused and why, the January deadline, with the extension already used, a recommended strategy, and eight specific things we need from the client. Copy it or download it in Word, fill in the brackets, and send it under your name.

Back on the office action, the two records sit side by side. The marks are identical, and both disclaim the word AGENT. And the page notes that the cited registration is under five years old, so it can still be challenged on any ground.

So what has worked with this examiner? One click on Analyze, and in about a minute, GleanMark reads 12 of this examiner's decided cases with the same issues, in full: the office action, the response, and the next letter. SHADES OF GREEN was also refused over identical marks, and registered after deleting Class 42 and narrowing its services. Two others registered after petitioning to cancel the marks cited against them.

Next, the evidence. Thor Tech Pairs finds the same or similar mark registered to two different owners, one with goods like yours, one with goods like the cited mark's. It found more than a hundred pairs, all live on the Principal Register. Like CLARITY: one for data management software, the other for software that reviews mortgage loan documents.

How weak are the shared words? The Disclaimers tab shows that in these classes, 60% of live registrations using AGENT disclaim it: it's the descriptive word, so what matters is what it means. And Crowded Field finds ADVANTAGE in 649 live registrations, from 509 owners. Both lists download to Excel.

Then the drafter. Drawing on 22 register examples and five comparable responses that worked, it writes a request for reconsideration that doesn't repeat the argument the examiner already rejected. It went into Guaranteed Rate's own file, where the Office required AGENT disclaimed because it described the registrant's audience: real estate agents. In Deloitte's file, AGENT means AI agents. Identical letters, different meanings, on the Office's own record. It also files six Thor Tech pairs, each the same mark registered to two owners, one for services like Deloitte's, the other for software like the registrant's. Like VESTA: accounting and deal advice for one owner, mortgage loan software for the other. It adopts the examiner's wording for the goods, and highlights what to verify. Want a different approach? Give it your facts, and it writes a revision.

Every table in the draft is yours to edit. Reorder rows, trim the goods, remove a registration, or add one by its number, and the exhibit letters renumber as you go. Marks and registration numbers stay locked to the record.

And the exhibits are assembled for you: not just a list, but the USPTO's own status printout for each of the 22 register examples, plus the dictionary page, as separate files or one packet with an index. Then download the draft in Word and make it yours.

Hopefully, this mark registers. If it does, GleanMark allows you to easily put a watch alert on the name: AGENT ADVANTAGE, in classes 9, 35 and 42. The three-year preview shows it would have flagged Guaranteed Rate's mark when it was published, while there was still time to oppose. And it's already catching a new one: StreetEasy AGENT ADVANTAGE.

That's one application, start to finish, in one place. There's a lot more, all designed to save you time and help you work smarter: status alerts on your clients' marks, automated email updates to your clients, TTAB research, a TESS-style search page, and ID Manual wording. To see it on your own marks, start a free trial or book a short walkthrough at gleanmark.com. Thank you.