DASHBOARD
Operations Overview ·
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Active Clients
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Registered TMs
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Pending Cases
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Urgent Deadlines
⏰ Upcoming Deadlines
Next 30 Days
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No deadlines — add cases to track them
📬 Open Office Actions
Requires Response
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No open office actions
📁 Recent Cases
Latest Activity
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💰 Revenue Summary
This Month
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CLIENTS
All Client Accounts
| Client | Contact | Cases | Billed | Status | Actions |
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ALL CASES
Trademark Portfolio
| Mark | Client | Serial # | Class | Jurisdiction | Filed | Next Deadline | Status | Actions |
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DEADLINES
USPTO & CIPO Critical Dates
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Overdue
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Due in 7 Days
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Due in 30 Days
All Upcoming Deadlines
Sorted by urgency
✅
No deadlines — all clear!
AI COUNSEL
Powered by Claude · Trademark Intelligence
🤖 Ask TM Counsel AI
Trademark Strategy, Office Actions, Class Codes
⚖️ TM Counsel AI
Hello! I'm your trademark intelligence assistant. I can help with office action responses, class code selection, likelihood of confusion analysis, jurisdiction-specific filing strategies, and more. What case can I help with today?💡 Quick Prompts
Common TM Tasks
BILLING
Invoice & Revenue Tracker
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Total Billed
$0
Collected
$0
Outstanding
| Invoice # | Client | Case | Service | Amount | Date | Status | Actions |
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OFFICE ACTIONS
USPTO & CIPO Correspondence Tracker
Office Actions typically have a 3-month response window (extendable to 6 months for USPTO). Missing a response deadline results in abandonment.
Open Office Actions
| Mark | Client | Type | Issued | Response Due | Days Left | Status | Actions |
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FILING TOOL
Trademark Filing Counsel GPT™ — Integrated
Launch the full Trademark Filing Counsel GPT™ to prepare and draft trademark applications. Opens in a new tab.
⚖️ OPEN TRADEMARK FILING COUNSEL GPT™ →
Quick Filing Checklist
Before submitting any application
- ◆ Comprehensive clearance search completed (USPTO TESS + CIPO + Common Law)
- ◆ Correct international class codes identified
- ◆ Goods/services description drafted and approved by client
- ◆ Specimen of use prepared (if use-based application)
- ◆ Filing basis confirmed (1a use / 1b ITU / 44d / 44e)
- ◆ Client authorization and fee payment confirmed
- ◆ Attorney/agent of record information ready
SETTINGS
System Configuration
Agency Information
Your trademark practice details
Data Management
Export or reset CRM data