Trademark Docketing

Manage Trademark Portfolios with Automated Docketing and Office Updates

DocketTrak centralizes domestic and international trademark records, prosecution activity, images, documents, events and deadlines. Automated record creation, deadline rules and trademark-office integrations help subscribers keep portfolios current while reducing repetitive data entry.

Trademark Records and Customizable Data

Dedicated trademark records organize application and registration information throughout the trademark lifecycle. Subscribers can track parties, goods and services, countries, statuses, prosecution activity, notes, documents and responsible users in searchable records.

Capabilities include:

  • US and international trademark records
  • Application and registration numbers
  • Filing, registration, renewal and priority dates
  • Owner, applicant and attorney information
  • Goods, services and international classes
  • Status and prosecution-history information
  • Events, deadlines, notes and file attachments
  • Subscriber-customizable fields and values
DocketTrak trademark record showing general information, application and registration data, trademark image, prosecution activity, and events

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DocketTrak trademark Auto Docket Template showing automated deadline rules, calculated events, date adjustments, and filters

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Automated and Customizable Trademark Deadline Calculations

DocketTrak uses standard and subscriber-customizable Auto Docket Templates to generate trademark events and due dates from filing dates, office actions, registration dates and other triggering activity. Templates can produce statutory deadlines, internal reminders and recurring renewal events.

Capabilities include:

  • Standard trademark docketing rules
  • Automatic creation of events and due dates
  • Office-action response deadlines
  • Statements of Use and extension deadlines
  • Renewal and maintenance deadlines
  • Madrid Protocol reminders
  • Custom templates and internal reminders
  • Weekend, holiday and date-adjustment choices

Automatic US Trademark Record Creation

DocketTrak can automatically create newly filed US trademark records when the application identifies either an email address or an Attorney of Record name configured for the subscriber. This helps capture new filings without requiring staff to create every record manually.

Capabilities include:

  • Creation based on application email address
  • Creation based on Attorney of Record name
  • Daily detection of matching newly filed applications
  • Avoidance of duplicate record creation
  • Initial trademark data and image retrieval
  • Automatic execution of applicable docketing rules
  • Summary email identifying records created
Example DocketTrak Trademark Update Service email listing trademark records and changes detected from trademark-office data

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Trademark Update Service

The Trademark Update Service monitors supported trademark-office data and updates DocketTrak records when changes are detected. Automated emails identify the records that changed and summarize the updates for subscriber review.

Capabilities include:

  • Automatic monitoring of supported trademark offices
  • Updates to bibliographic and status information
  • Prosecution-history updates
  • Automatic image downloads where available
  • Execution of applicable docketing templates
  • Automated summary emails
  • Reduced repetitive manual review

PTO Import and View at PTO

PTO Import retrieves current office information for an individual trademark record and presents it for review before the subscriber saves selected updates. View at PTO links open the corresponding public office record.

Capabilities include:

  • Retrieve current trademark-office data
  • Compare office and DocketTrak information
  • Review before saving changes
  • Update an individual record
  • Open the corresponding public office record
  • Reduce manual copying from office databases
DocketTrak Trademark PTO Import screen comparing trademark-office data and allowing selected fields to update the record

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Example DocketTrak trademark de-docketing email showing status changes and events completed or removed

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Automatic De-Docketing and Summary Emails

DocketTrak can respond to USPTO status changes by completing or removing future trademark events that are no longer applicable. Confirmation and summary emails provide an additional review point for automated record and deadline changes.

Capabilities include:

  • Automated US trademark de-docketing
  • Completion or removal of inapplicable future events
  • Status-based docketing activity
  • Emails identifying changes made
  • Records requiring subscriber review
  • Audit support through change and transaction histories

A Connected Trademark Docketing Workflow

Automatic record creation, office updates, deadline calculations, de-docketing and summary emails work together to keep trademark portfolios current while subscribers retain control over their data.

Related DocketTrak Features

  • Patent and Trademark Office Integrations
  • Deadline and Reminder Management
  • DocketWatch
  • Documents and Communications
  • Reporting, Search and Dashboards

See How DocketTrak Can Help

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