Client Intake & Conflict Screening for Trademark Attorneys 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
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.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in USPTO TEAS with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your USPTO TEAS instance
30-minute call. We'll look at your actual USPTO TEAS setup and show exactly how this workflow fits.