Renewals, maintenance filings, and watch alerts across every jurisdiction
Manages trademark portfolios with registration tracking, renewal deadlines, maintenance filings (Sections 8, 15, 9), opposition monitoring, and watch service alerts. Prevents loss of trademark rights from missed deadlines.
Create a skill called "Trademark Portfolio Tracker" for an IP lawyer. Maintain a database of all trademark registrations and pending applications I manage. For each mark, track: mark text and design, registration number, serial number, filing date, registration date, class(es), owner, and jurisdiction. Calculate and track all maintenance deadlines: Section 8 Declaration of Use (years 5-6), Section 15 Incontestability (years 5-6), Section 9 Renewal (every 10 years), and equivalent deadlines in international jurisdictions. Send graduated reminders. Monitor USPTO TSDR and WIPO databases for status changes. Track any pending office actions or opposition proceedings with response deadlines. Support trademark watch — periodically search for newly filed marks confusingly similar to my clients' marks and alert me. Generate a portfolio status dashboard sorted by next action required.
Trademark portfolios require continuous maintenance — miss a single filing
window and your client loses rights they spent years building. This skill
tracks everything across jurisdictions.
Annual filings, registered agents, and good standing across every state
Tracks corporate entity maintenance across jurisdictions — annual reports, franchise taxes, registered agent renewals, and officer changes. Prevents administrative dissolution from missed filings. Essential for lawyers managing dozens or hundreds of entities.
Never scramble for credits at the last minute again
Tracks your CLE credits by jurisdiction and category, monitors email for completion certificates, calculates remaining requirements, and sends alerts as deadlines approach. Multi-state lawyers get a unified dashboard across all bars.
Every bar obligation across every state — one view
Tracks all bar-related obligations for lawyers admitted in multiple jurisdictions — registration dues, CLE requirements, trust account certifications, pro bono reporting, insurance disclosures, and specialty certifications. Prevents administrative suspension.
Know what clients say about you before prospects read it
Monitors review platforms for new posts, drafts careful responses, and helps you manage profile accuracy and client-review outreach in a way you can adapt to your jurisdiction’s ethics rules.