Closing Checklist & Disclosure Packet for Trademark Attorneys with TrademarkNow
The Problem
Every Trademark Prosecution deal closing runs on a 60-item checklist spread across CompuMark, email, and the title company — and a single missing disclosure can blow up the close.
What We Build in TrademarkNow
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running TrademarkNow — uses the native API or agent integration so nothing leaves the system of record.
TrademarkNow Integration Approach
Audit your TrademarkNow configuration
We map the specific TrademarkNow objects, custom fields, and workflows the automation needs to touch for your trademark prosecution practice.
Build on the TrademarkNow API or agent
Integration happens inside TrademarkNow — 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 TrademarkNow with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your TrademarkNow instance
30-minute call. We'll look at your actual TrademarkNow setup and show exactly how this workflow fits.