Key Features and Functions include:

Automated Trademark Application Preparation
Client data is uploaded from intake forms or case management systems. The system validates and prepares application materials without manual data entry.

USPTO ID Manual Validation
Goods and services descriptions are automatically checked against the USPTO Acceptable Identification of Goods and Services Manual to ensure compliance prior to submission.

TEAS Plus Compliance Verification
Applications are formatted to meet TEAS Plus requirements, with automated checks to reduce non-compliance risks.

Multi-Class Fee Calculation
The platform calculates government filing fees across multiple classes and prepares applications accordingly.

Electronic Signature Collection
Filing attorneys receive secure, branded email invitations to review and electronically sign applications prior to submission.

Centralized Filing Dashboard
Applications are tracked from draft through USPTO acknowledgment within a single dashboard, with visibility across the firm.

Role-Based Permissions and Audit Trails
Administrative controls allow firms to manage user access and maintain audit records of filing activity.