# Client Intake & Conflict Screening for Trademark Attorneys with USPTO TEAS

> AI runs the conflict check against CompuMark, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running USPTO TEAS — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [USPTO TEAS](https://calish.com/workflows/tool/uspto-teas/)
- **Role:** [Trademark Attorney](https://calish.com/workflows/for/trademark-attorney/)
- **Specialty:** Trademark Prosecution
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-intake-and-conflict-screening-for-trademark-attorney-with-uspto-teas/

## The Problem

Every new Trademark Prosecution lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.

## What We Build in USPTO TEAS

AI runs the conflict check against CompuMark, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running USPTO TEAS — uses the native API or agent integration so nothing leaves the system of record.

## USPTO TEAS Integration Approach

1. **Audit your USPTO TEAS configuration.** We map the specific USPTO TEAS objects, custom fields, and workflows the automation needs to touch for your trademark prosecution practice.
2. **Build on the USPTO TEAS API or agent.** Integration happens inside USPTO TEAS — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in USPTO TEAS with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Intake & Conflict Screening for Trademark Attorneys](https://calish.com/workflows/client-intake-and-conflict-screening-for-trademark-attorney/)
- AI runs the conflict check against CompuMark, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.

## Other USPTO TEAS Automations

- [Medical Records Retrieval & Chronology for Trademark Attorneys](https://calish.com/workflows/with/medical-records-retrieval-and-chronology-for-trademark-attorney-with-uspto-teas/)
- [Demand Package Drafting for Trademark Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-trademark-attorney-with-uspto-teas/)
- [Deposition Summary Generation for Trademark Attorneys](https://calish.com/workflows/with/deposition-summary-generation-for-trademark-attorney-with-uspto-teas/)

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