Attention Dashboard

The highest-priority portfolio items that need action.

Priority Queue

Loading current portfolio priorities.

New Search

Clear a proposed mark without mixing it into the owned portfolio until you decide what to save.

1. Search setup

Enter the proposed mark, goods/services, and jurisdictions.

2. Decision

Use the current results, review queue, owned portfolio overlaps, and common-law notes to decide what to do next.

Search Results

Run a search to generate variants and ranked candidate records.

0Total candidates
0High risk
0Live records
0Generated variants
0Owner matches
Detailed results table
Candidate Risk Source Classes Goods / services Owner Own Review
No search has been run yet.

Review Queue

Saved clearance items with status, notes, and triage filters.

0Review items
0Needs review
0Watch / conflict
0Cleared
Item Status Risk Source Owner Notes / evidence Action
No review items yet. Save a search result to start a clearance file.

Goods / Services Classifier

Classify the current goods/services text before preparing the filing checklist.

No class draft yet. Run Classify from the sidebar.

Filing Readiness

Build a filing checklist from the current matter, fee plan, evidence, and clearance signals.

No readiness checklist yet. Build a checklist from the sidebar.

Filing Budget

Build a matter-level filing budget before instructing counsel.

No filing budget yet. Build a budget from the sidebar.

Registry Sources

Import official registry datasets and check freshness for searchable records.

USPTO API Connector

Prepare the USPTO API path now; add the Worker secret later as USPTO_API_KEY.

USPTO connector status has not been checked yet.

Normalized USPTO fields

serial, registration, mark, owner, status, classes, goods/services, filing date, registration date, renewal/maintenance dates, attorney of record, correspondent, history events, raw source payload.

UK Journal Import

Upload a downloaded UK Trade Marks Journal XML file. ZIP files work when your browser can decompress them; otherwise extract the XML first.

No UK journal file imported in this session.

Clearance Report

Build a memo from the current search, review queue, and portfolio.

No report yet. Build a report from the sidebar.

Source Bundle Memo

Build a source bundle from the current matter, portfolio, evidence, captured URLs, and fee plan.

No source bundle yet. Build a memo from the sidebar.

Counsel Packet

Build an instruction packet for trademark counsel from the current matter.

No counsel packet yet. Build a packet from the sidebar.

Owned Trademark Portfolio

Tracked registrations and applications across USPTO, CIPO, and UK IPO.

0Owned marks
0Active owned marks
0Renewals due soon
0Owned overlaps
0Pending applications
0Status reviews
0Timeline gaps
0History pulled
Portfolio health will appear after records load.
Filters, bulk updates, exports, and table view
No portfolio view filters are active.
No marks selected.

Operations

Prioritized operational follow-up across your trademark portfolio.

Attention Queue

Loading current follow-ups.

Counsel Dashboard

Law firm and representative coverage across the portfolio.

Counsel Directory Save a law firm or representative once, then apply it to visible marks that are missing counsel.
No saved counsel yet.

Document Index

Documents, correspondence, fees, and missing expected filings.

Task Docket

Open, generated, waiting, and completed portfolio tasks.

Budget Dashboard

Forecasts, invoices, paid costs, and variance by trademark.

Fee assumptions

Choose or create a fee schedule. Generated forecasts use the active schedule; manual costs and invoices are not changed unless you regenerate forecasts.

Schedule comparison

Compare visible CIPO marks under their assigned/active schedule against another schedule.

Quote intake

Paste a counsel quote and draft a fee schedule from the amounts it contains.

Backup & Integrity

Backup, restore, and backend sync status.

Activity Log

Recent portfolio actions and exports.

Recent refresh audit
Asset Office Action Deadline Status Refresh
No owned marks yet.
Owned mark Office Number Status Renewal Goods / services Action