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Patent and Trademark Services

Trademark and patent filing and prosecution. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates
2
Milestones
5
Tasks and sub-tasks
11
Documents to collect
6

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Trademark registration

Searching, filing and prosecuting a trademark application through examination and the opposition period to registration.

  • Fixed price
  • 365 days
  • 3 milestones
  • 6 tasks
  • 3 documents

Milestones and tasks

  1. Day 7Application filed
    • Availability search and opinionSenior
    • Choose classes and the specification of goods or servicesSenior
    • File the applicationJunior
  2. Day 150Examination report answered
    • Reply to the examination reportSenior
  3. Day 365Trademark registered
    • Watch the opposition period after publicationJunior
    • Send the registration certificate and renewal dateJunior

Document checklist

  • Signed power of attorney or authorisationFrom the client 路 day 4 路 compulsory
  • Logo or word mark, and evidence of first useFrom the client 路 day 4 路 compulsory
  • MSME or startup certificate, for reduced feesFrom the client 路 day 4

Patent application

Drafting and filing a patent application: invention disclosure, prior-art search, provisional filing and the complete specification within 12 months.

  • Fixed price
  • 365 days
  • 2 milestones
  • 5 tasks
  • 3 documents

Milestones and tasks

  1. Day 30Provisional application filed
    • Invention disclosure meetingSenior
    • Prior-art search and patentability opinionAnalyst
    • Draft and file the provisional specificationSenior
  2. Day 365Complete specification filed
    • Draft claims and the complete specificationSenior
    • File the complete specification and request examinationSenior

Document checklist

  • Invention disclosure form and drawingsFrom the client 路 day 5 路 compulsory
  • Inventor assignment deedFrom the client 路 day 25 路 compulsory
  • Signed power of attorneyFrom the client 路 day 25 路 compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

Two patent agents and a trademark attorney, with a small support team, manage about 300 live trademark and patent files for startups and manufacturers.

A typical month

Every week the team reviews files with deadlines in the next 60 days. Examination reports trigger the reply task with its deadline. Each stage is invoiced as soon as it's done, and clients receive a short update at the same time. Powers of attorney and logos arrive through the client checklist.

Where the work gets hard

  • Deadlines months apart were tracked in a single spreadsheet.
  • Fees were billed only at registration, often a year after the work.
  • Clients forgot about applications and were surprised by invoices.

What MSMEPulse gives you

  • Every file's next deadline is visible, with weekly review.
  • Staged billing means work is paid for as it's done.
  • Clients hear from the practice at each stage, not just at registration.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

Choose Patent and Trademark Services when you sign up and its templates are in your library straight away.