CRM & Lead Delivery Solutions for Trademark Attorneys

Missed calls send trademark clients straight to LegalZoom-style filing factories

Prospective clients searching for USPTO trademark application help or a trademark clearance search call the first firm that answers — and roughly of buyers choose whoever responds first. Miss that call and the intent-to-use application or likelihood of confusion analysis lands with a cheap online filing service that mishandles the specimen of use and buries back-end costs. Every unanswered evening call is a matter walking out the door.

Conflict checks and intake drain hours away from billable trademark work

A conflict check that should take 15 minutes averages 45 as staff search across disconnected systems — Clio, iManage, legacy closed files — before a clearance search engagement can even be opened. Manual onboarding then depends on staff remembering 15–20 sequential steps, with a 23% error rate on engagement letters. That's unbillable time pulled straight away from office action responses and Madrid Protocol filings.

Manual onboarding loses new brand-protection clients before the first filing

Dropped steps — welcome emails, document collection, specimen requests — turn a promising notice of allowance into a stalled matter. 61% of legal clients say their onboarding experience influences whether they'll refer future business to the firm, so a fumbled intake on a cease and desist letter inquiry costs more than one file: it costs the referral pipeline.

Five-minute speed-to-lead, 24/7

Five-minute speed-to-lead, 24/7: every trademark inquiry gets AI voice, SMS and email follow-up inside five minutes — day or night. Contacting a lead within five minutes makes contact roughly 100x more likely than at thirty minutes, so the prospective client with an urgent office action never waits until morning for your firm to be the first responder.

Contacting a lead within five minutes makes contact roughly 100x more likely than at thirty minutes, and about of buyers choose whoever responds first.

Every lead carries a consent record

Every lead arrives with a full consent record — disclosure text, timestamp, IP address and the named contacting party attached. Lists are DNC-scrubbed before any outbound contact, opt-outs are honored immediately and permanently across SMS, voice and email, and FCC one-to-one consent direction is built in from day one. When the matter involves sensitive client IP, that compliance trail matters.

Each lead carries a consent record with disclosure text, timestamp, IP address and named contacting party; lists are DNC-scrubbed and opt-outs honored permanently.

Revive the dormant list you already paid for

Revive the dormant list you already paid for: years of past trademark search and filing inquiries sitting cold in your CRM. The multi-channel AI reactivation sequence — SMS first, voice follow-up, email backup — re-engages qualified contacts and pushes them straight back into your CRM with the consent trail intact, at 60–below new-lead cost.

Typically 8–of a dormant opted-in database re-engages, at 60–below the cost of new leads.

Tell us your niche and goal

A 15-minute qualification call: do you want exclusive trademark attorney leads, a dormant opted-in list revived, or both? Funnel submissions are reviewed the same business day.

We source and qualify

We source fresh exclusive leads by niche or run the multi-channel AI sequence across your opted-in database — DNC-scrubbed, consent-recorded, and qualified before delivery. Reactivation campaigns run 30–90 days.

Warm leads land in your CRM

AI follows up in minutes — voice, SMS and email qualify intent and hand off a warm contact — and each lead lands in your CRM with its consent trail attached, via webhook, Zapier, native integration, or a provisioned CRM ready the same day.