Trademark Filing Process Summary
Initial Discovery & Consultation
| Step | Description | Tasks / Considerations |
|---|---|---|
| 1.1 | Understand Brand and Usage Intent |
– Identify type of mark (Word or Design/Logo) – Determine use basis: 1(a) or 1(b) – Clarify services or goods – Define ownership: Individual, LLC, Corporation |
| 1.2 | Determine Filing Basis |
– 1(a): In use in commerce – 1(b): Intent to use |
| 1.3 | Ownership and Classification |
– Ownership structure – Identify International Classes (Nice Classification) |
| 1.4 | Document Collection |
– Legal owner info – Specimen (for 1a) – Business documents (if applicable) |
Client Deliverables Required
| Document | Purpose / Requirement |
|---|---|
| Owner’s Legal Name & Address | Required for USPTO Applicant Info |
| Trademark Name / Logo Image | For standard or design mark identification |
| Goods/Services List | Defines coverage scope (Nice Classification) |
| First Use Date (if 1(a)) | Required for actual use in commerce |
| Business Registration Documents | Required if LLC or Corporation |
Timeline
| Phase | Estimated Time |
|---|---|
| Discovery & Document Collection | 1–2 Business Days |
| Summary Report Preparation | 1 Business Day |
Required Documents for USPTO Filing
| Document Name | Purpose |
|---|---|
| ✅ Core Trademark Application (TEAS) | Core application – Plus or Standard |
| Drawing of the Mark | Word mark (typed) or Logo (image) |
| Specimen of Use | Required if filing under 1(a) |
| Owner Information | Proof of legal ownership |
| Foreign Registration (if applicable) | For Madrid Protocol / international filings |
| Power of Attorney (optional) | If attorney files on behalf |
| Assignment Document (if applicable) | If mark was acquired/transferred |
Trademark Consultation – Fee Summary
Service Title: Trademark Consultation & Discovery Phase
Objective: Identify and prepare required documentation for USPTO filing
| Item Description | Details | Fee |
|---|---|---|
| Initial Trademark Consultation | Review branding, mark type, and use basis | $150.00 |
| Document Review & Summary | Evaluate documents & prepare discovery report | $100.00 |
| Ownership & Use-Basis Classification | Class analysis and filing basis evaluation | $75.00 |
| Total | $325.00 | |