Get Started | Trademark Registration Services

Step 1 of 5 — About You

Prefix

First Name *

Middle Name

Last Name *

Date of Birth

Preferred Language / Idioma preferido

Email Address *A copy of this form will be sent to this address.

Phone Number *

Preferred Contact Method

How were you referred to our firm?

Friend or family member Another attorney Online search or lawyer directory Social media (Instagram, TikTok, Facebook, LinkedIn) Bar association referral AI / ChatGPT / Claude Other

If referred by a person, who should we thank? (Optional)

Step 2 of 5 — Your Business & Trademark Owner

The owner of the trademark application must be the entity or individual that controls the mark and the quality of the goods/services. Take the legal name from your formation document — not from memory.

Exact Legal Name of the Entity That Will Own the Mark *This is the single most consequential answer on the form. Take it from your formation document.

Entity Type *

State of Formation

Does this entity exist today? *

Yes — it is fully formed No — not yet formed

⚠️ We cannot file a trademark application before the owning entity exists. Please note when it will be formed.

When will it be formed?

Domicile — Principal Place of Business (or Residence if Individual) *

This is the domicile for USPTO purposes — not necessarily your mailing address. Determines whether U.S. counsel is required.

Business Website

Business Social Media Handles

Authorized Signer

Who Will Sign the Application? *

Their Title

On What Authority Does This Person Bind the Owner? The signature on the application carries a verified statement. Must be an officer, member, manager, or authorized officer of a parent.

Ownership & Acquisition

Is anyone else involved who might claim an interest in the brand?

Yes — co-founder, former partner, investor, or related company No

Please describe

Was the business or the name acquired from someone else?

Yes No

Please describe — and does the purchase agreement assign the trademarks and goodwill?

Existing Trademark Applications or Registrations the Client Already Owns

Conflict Check

Please list all parties involved — yourself, your business, and any opposing or related parties

Are you currently represented by another attorney in this matter?

Step 3 of 5 — The Mark

Spelling, spacing, and punctuation matter. Enter the mark exactly as it appears in use — ask for it in writing if unsure.

The Mark, Written Exactly As It Appears * Accuracy is critical — this is what will be filed with the USPTO.

Which version(s) do you want protected? *

Word mark only — protects the word(s) in any font, size, or color. (Most common, most flexible) Design / logo mark — protects the specific logo or stylized version Both — word mark and design mark (two separate applications, two filing fees) Slogan or tagline Not sure — please advise

Each is a separate application, a separate fee, and a separate maintenance calendar. Note your priority if budget won't cover all.

Is there a logo or design element?

Yes No

Describe the logo / design element

Is color claimed as part of the mark?

Yes — specific colors are part of the mark No — file in black and white to keep flexibility Not sure

If color is claimed, the registration is limited to those specific colors.

Is the mark final? *

Yes — this is the final version No — a redesign, rebrand, or tagline change is underway

If the mark is not final, this changes what to file and when.

Please describe the planned changes and timeline

Does the mark include non-English wording?

Yes No

Please provide the translation and transliteration

Does a living individual's name, signature, portrait, or likeness appear in the mark?

Yes No

Written consent is required. Far easier to obtain now than after a refusal.

Please describe and confirm consent status

Is any part of the mark a surname, place name, or descriptive of the goods/services?

Yes No Not sure

Each carries a distinct refusal risk.

Please describe which element and why

How is the mark displayed?

Goods & Services

Everything Currently Sold or Offered Under This Mark *

Does the client sell any goods that are not their own?

Yes — I resell or retail goods made by others No — I only sell my own goods

Reselling others' goods is classified as a retail service, not a good. This affects which class(es) to file in.

What goods do you resell, and from whom?

Is anything delivered digitally?

Yes No

A downloadable file is Class 9. The same content streamed or accessed online may be Class 41 or 42.

Please describe what is delivered digitally

Anything to be launched under this mark within the next 12 months?

Anything sold under this mark in the past that has been discontinued?

Budget Discussed Class count and filing scope are budget decisions. This should be discussed before recommending anything.

Step 4 of 5 — Use & Dates

Three answers can end or significantly change what we file: (1) the owning entity doesn't exist yet, (2) no document evidences the claimed first use date, or (3) someone has already contacted the client about this name.

Has anything been sold, shipped, or performed under this mark yet? *

Yes — the mark is currently in use in commerce No — Intent to Use (ITU) filing

If no, this is an intent-to-use filing. The process and timeline differ significantly from a use-based application.

Date of the First Sale or Service Under the Mark, Anywhere * As specific as possible. A month and year is read as the last day of that month.

Where Was That First Customer Located? Determines whether the first use was also use in interstate commerce.

Date of the First Sale to a Customer in Another State, Territory, or Country * This is the "date of first use in commerce" filed with the USPTO — different from first use anywhere.

If More Than One Class — First Use Dates for Each Class Separately

Has Use Been Continuous Since That Date? *

Yes — use has been continuous No — there has been a gap in use

A gap in use is an abandonment risk and changes what the specimen must show.

Please describe the gap in use

What Document Evidences the First Use Date? * Please bring or email a copy of this document to hello@collinsiplaw.com

Is There a Specimen Showing Actual Use — Not a Mock-Up or Rendering? *

Yes — I have a photo or screenshot showing the mark in actual use No — I only have a mock-up or rendering Not sure

Digitally created or mock-up specimens are refused. The product must physically exist as labeled. Email specimen to hello@collinsiplaw.com

How Are You Currently Using the Mark?

Estimated Timeline for Beginning Use in Commerce

What Documents Evidence a Bona Fide Intent to Use?

Plans & Commitments

What Is Already Committed — Printed, Ordered, Signed, Built, or Publicly Launched?

Any Sales, Plans, or Customers Outside the United States?

Yes No

Opens foreign filing strategy and priority deadlines.

Which countries?

Any Licensing, Franchising, or Distribution Arrangements — Current or Planned?

Yes No

Quality control obligations follow. An uncontrolled license can be treated as abandonment.

Please describe

Any Financing Round, Acquisition, or Sale Expected in the Next 12 Months?

Yes No

Someone else's counsel will review whatever is filed.

Please describe

Domains, Handles, and State Registrations Held

Step 5 of 5 — History, Prior Rights & Submit

Prior Rights & History

Has a Trademark Search for This Mark Been Conducted? *

Yes — within the last 60 days Yes — but more than 60 days ago No

Has Anyone Ever Contacted the Client About This Name? *

Yes — demand letter, cease & desist, informal complaint, or competitor contact No

Ask directly. This changes what we file — or whether we file at all.

Please describe

Has Any Attorney, Filing Service, or Agency Looked at This Before?

Yes No

Please provide details — and do you have the prior file, search, or advice?

Has an Application for This or a Similar Mark Ever Been Filed or Refused?

Yes No Not sure

Serial number and details

Is the Client Aware of Anyone Using a Similar Name?

Yes No Not sure

The client's own knowledge is often better than the register on local users.

Please describe

Did a Predecessor Business or Related Company Use This Mark First?

Yes No

Their use may support an earlier date, but only if the relationship qualifies.

Please describe the relationship and prior use

Is There a Deadline Driving This, and Is It Real?

Yes No

Please describe the deadline and what would be given up to meet it

Additional Notes

Fee Acknowledgements

The fees paid for conducting the trademark search and preparing the registration application are non-refundable, even if the USPTO ultimately rejects your application.
There are no refunds if the trademark does not register, including any fees paid to the USPTO or for legal services, regardless of the outcome.
The quoted fee does not include the USPTO filing fee.
Additional marks or classes require additional USPTO fees of $350 per class, subject to the USPTO's fee schedule at the time of filing.
A substantive Office Action response is not included in the flat fee. A separate rate will be offered.
For intent-to-use applications, an additional flat fee applies for filing the required Statement of Use.
You may pay the flat fee in installments; however, the longer it takes, the more likely search results will become stale or outdated.
The attorney is not obligated to conduct updated searches if significant time passes before payment is completed.

I have read and understand the fee terms above. I have read and accept the Privacy Policy regarding use of my personal information. I understand that submitting this form does not create an attorney-client relationship.

Electronic Signature

Full Legal Name *Typing your name serves as your electronic signature.

Date *

Thank you for completing this intake form. Michelle will be in touch with next steps.

Trademark Client Intake Form

Intake Form Received