Sample reports

Sample application intake

The readiness tracker, the verification checks, and the client review form, shown on a fictional application.

Sample only. Every name, mark, number, and date on this page is fictional and is shown to illustrate the format. It is not a search or record for any real business.

Readiness tracker

Sample application: ASTRA for ABC Technologies LLC (software, Class 42).

80%

8 of 10 items complete

  • Applicant name and entity typeComplete
  • State of organizationComplete
  • Mailing addressComplete
  • Domicile street addressComplete
  • Mark (text)Complete
  • Mark (drawing)Complete
  • Goods and services (3 ID Manual entries)Complete
  • Filing basisComplete
  • Dates of first useNeeded from client
  • Specimen of useNeeded from client

The list of missing items can be copied into an email to the client.

Start from an existing record

Enter an application serial number to copy the owner details and goods and services into a new application for the same client. Dates of use and specimens are not copied.

Serial number entered
99-000101 (fictional)
Copied
Owner name, entity type, state, address, goods and services
Not copied
Dates of use, specimen

Verification checks

Foreign wording

Verify resultThe word ASTRA means “stars” in a foreign language. (The form fills in the statement in the form the application uses.)

Surname

Verify result (example for a different mark, MORENO)“Moreno” appears in the U.S. Census surname data. Choose whether to include a statement that the name refers to a living person. If you do, record that you obtained signed consent.

Address

Verify resultA PO box is acceptable as the mailing address, but a street domicile address is also required, so a second address block appears.

Client review and sign-off

Download a client review form as a PDF or Word file with a checkbox for each section, space for corrections, and a signature block. Mark it received when it comes back.

SectionClient approvesCorrections
Applicant☐______________________
Mark☐______________________
Goods and services☐______________________
Use of the mark☐______________________

Signature: ______________________   Date: __________

Application intake prepares the information and records the client’s approval. It does not file anything with the USPTO.

Make one for your own client.

Create a free account to open the workspace. Your first 3 Trademark Search Reports are free.