In House Counsel or Partner Information

Write your law firm or company name.

Write your full name.

Individual attorney who is preparing this form.

Write your phone number.

Individual attorney who is preparing this form.

Write your email.

Individual attorney who is preparing this form.

Trademark Information

What is the trademark?

Word or Phrase (standard chacters - no font)

What is the word or phrase?

Word or Phrase (stylized font)

Write all the text in the image, including words, letters, punctuation or numbers. Protect the use of the stylized font logo/design in all possible colors OR in specific colors? Describe all elements of the image. This should include colors, words, letters, punctuation, and numbers. Be as specific as you can. A perfect description allows the reader to recreate your brand without seeing it. Upload a black and white image of the trademark.

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Image (logo or design)

Write all the text in the image, including words, letters, punctuation or numbers. Protect the use of the stylized font logo/design in all possible colors OR in specific colors? Describe all elements of the image. This should include colors, words, letters, punctuation, and numbers. Be as specific as you can. A perfect description allows the reader to recreate your brand without seeing it. Upload a black and white image of the trademark.

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Combination of Word + Design (logo or design)

Write all the text in the image, including words, letters, punctuation or numbers. Protect the use of the stylized font logo/design in all possible colors OR in specific colors? Describe all elements of the image. This should include colors, words, letters, punctuation, and numbers. Be as specific as you can. A perfect description allows the reader to recreate your brand without seeing it. Upload a black and white image of the trademark.

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If the trademark has words, is there a capitalization preference? If yes, write the mark exactly how it should be listed on the trademark. Write "N/A" if the mark does not have words/letters.

We typically file in all caps, but this is not a requirement.

Does the mark contain any non-English language?

Does the mark contain any non-Latin characters?

Does the mark contain a name, likeness, portrait, or signature of a living human?

Have you, another attorney/firm, or the owner (or anyone else) previously filed a trademark application for this mark?

Point of Contact Information

Trademark Ownership Information

What type of entity is the owner?

Individual

What is the full legal name of the Individual Owner? Which state is the Individual Owner a resident of? Is the Individual Owner a U.S. citizen?

LLC

What is the full legal name of the LLC? Which state is the LLC organized in? Does the LLC use any alternate name, alias, or trade name?

Partnership

What is the full legal name of the Partnership? What state is the Partnership formed in? Does the Partnership use any alternate name, alias, or trade name? List the names and residency (state) of all related parties, including: General Partners, Active Members, and Individuals. Are all related parties citizens of the United States?

Limited Partnership

What is the full legal name of the Limited Partnership? Which state is the Limited Partnership formed in? Does the Limited Partnership use any alternate name, alias, or trade name? List the names and residency (state) of all related parties, including: General Partners, Active Members, and Individuals. Are all related parties citizens of the United States?

Corporation

What is the full legal name of the Corporation? What state is the Corporation incorporated in? Does the Corporation use any alternate name, alias, or trade name?

Joint Venture

What is the full legal name of the Joint Venture? What state is the Joint Venture formed in? Does the Joint Venture use any alternate name, alias, or trade name? List the names and residency (state) of all related parties, including: General Partners, Active Members, and Individuals. Are all related parties citizens of the United States?

Sole Proprietorship

What is the full legal name of the Proprietor? Which state is the Sole Proprietorship formed/operating in? Which state is the Proprietor a resident of? Is the Proprietor a U.S. citizen? Does the Sole Proprietorship use any alternate name, alias, or trade name?

Trust

What is the full legal name of the Trust? Which state was the Trust formed in? What is the full name of the Trustee that has authorization to sign on behalf of the Trust? Does the Trust use any alternate name, alias, or trade name?

Estate

What is the full legal name of the Estate? Which state is the Estate formed/operating in? What is the full name of the Executor that has authorization to sign on behalf of the Estate? Does the Estate use any alternate name, alias, or trade name?

Trademark Owner Address

What is the full address of the trademark owner if different than the Point of Contact's address? Type "Same" if it is the same.

Include Street, Unit/Suite No., City, State, and Zip.

Is the address a physical address? The USPTO does not accept PO Boxes.

Yes, this is a physical address.

No, this is a PO Box - virual addresses services are needed.

Type "Yes" to confirm you would like to purchase a virtual address service (starts at $200).

No, this is a PO Box - hidden address services (use Ana Law's office address) are needed.

Type "Yes" to confirm you would like to purchase a hidden address service ($75 per trademark class).

This address will be public and listed on the trademark.

I understand.

There are privacy concerns - virtual address services are needed.

Type "Yes" to confirm you would like to purchase a virtual address service (starts at $200).

There are privacy concerns - hidden address services (use Ana Law's office address) are needed.

Type "Yes" to confirm you would like to purchase a hidden address service ($75 per trademark class).

Trademark Use Information

Describe ALL of the goods and/or services that may be offered with this brand now AND/OR in the future. Specify exactly which goods/services are being used now and which ones will be used in the future.

THIS IS VERY IMPORTANT!!! Be as detailed as possible!!

Is the owner currently selling/using/promoting any goods and/or services in the United States using this trademark?

Yes

When did the owner begin to use the trademark in connection with the goods/services? Provide a month and year. Is the owner using the trademark in connection with all of the goods and services, or only a portion of them? Provide full details. Upload pictures/screenshots of commerical use of the brand in connection with the products/services you sell. This can be a business card, hang tag, website, etc.

For more examples, visit analaw.com/specimen

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If this evidence is a website, write the exact URL(s) here.

No

When does the owner plan to start using this trademark in connection with goods or services? Provide an approximate month and year. If you are not sure, write "unknown" below. If evidence of commercial use of the brand is not filed with the application, it will need to be filed later (additional fees apply). Type "Yes" to confirm you understand that there is a fee for submitting the evidence later.

IMPORTANT!!

I understand that if I do not give evidence of commercial use of the brand in this at this time (WITH this Intake Form), there will be a fee to review and/or submit/file the evidence later.

Yes

Type "Yes" to confirm that you have reviewed analaw.com/specimen to see examples of acceptable evidence. Type your full name to confirm that you understand that if evidence is not submitted NOW (IN THIS INTAKE FORM), a $50 review fee for each category (each class) of evidence that must be reviewed by Ana Law after this intake form is submitted (but BEFORE filing the application). Type your full name to confirm that you understand that IF evidence is NOT submitted BEFORE filing your trademark application, the owner (or you) will pay the SOU fees for EACH category of evidence that must be submitted AFTER filing.

Type your full name to confirm that you understand that if evidence is not submitted BEFORE filing your trademark application, the owner (or you) will pay the SOU fees for each category (class) of evidence that must be submitted AFTER filing.

I understand that trademarks are filed in different categories of goods/services. There are 45 categories (classes). If more classes (beyond the first) are required, additional fees may apply.

See analaw.com/class for a list of the 45 classes

Yes

Type "Yes" to confirm that you understand there are additional service fees and USPTO fees for additional classes (beyond the first).

Global Trademark Protection

Is the owner currently selling any goods or services outside of the United States using this trademark?

Yes

In which countries? When did the owner begin to use the trademark in connection with the goods/services? Provide a month and year. Is/was the owner using the trademark in connection with all of the goods and services, or only a portion of them?

No

Does the owner plan to expand the brand outside of the USA?

Does the owner have any trademark application and/or registration for this trademark in another country (outside the USA)?

Yes

In which country or countries? Upload all foreign application documents and/or registration certificates.

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No

Would the owner (or you) like to be notified of the 6 month foreign filing deadline? This will allow the owner to keep the priority date if filed in another country within 6 months of filing the USA application.

Yes

No

Office Actions / Next Steps

I understand that after the application is filed, there are many additional steps to secure the trademark registration. Any additional services (such as responding to refusals, responding to oppositions, or additional legal advisement) will be billed as additional/separate services.

Yes

Type your full name to confirm that you understand that additional legal advice/services that the Ana Law Team provides are not included and will be billed separately.

Trademark Copying Information

Are you (or the owner) aware of anyone else that is currently using the brand (or a similar brand)?

Yes

When did the owner (or you) become aware of someone else using the brand (or a similar brand)? Provide the name of the individual(s)/business/account that is currently using the brand (or a similar brand). Provide a screenshot of the other party's use of the brand (or a similar brand).

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Provide a direct URL (if possible) to the 3rd party who is using the brand (or a similar brand). This URL should show the similar brand itself. When the other party started using the brand? List an approximate date if known. Which goods/services is the other party selling/promoting? Are you aware if the other party has a trademark registration or trademark application? Upload ALL documents related to the copying, including a PDF of all email communications, Cease & Desist Notices, screenshots of DM communications, etc. THIS IS MANDATORY.

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No

Attorney Authorization

Is Ana Juneja authorized to prepare and sign the trademark application documents?

Yes - Ana Juneja should sign and file under Ana Law LLC.

docket@analaw.com will be the the main email address. Are there additional email addresses you would like listed?

Yes - Ana Juneja should sign and file under my law firm.

Write the complete business name (exact spelling/punctuation) of the law firm.

Include LLC, L.L.C., PLLC, P.L.L.C., PC, P.C., etc.

Write the complete address of the law firm.

Include street, unit/suite number, city, state, zip.

Type your full name to confirm you agree to recieve all paper mail at this address and will notify Ana Juneja of it's delivery within 5-7 business days. docket@analaw.com will be the the main email address. Are there additional email addresses you would like listed?

Yes - Ana Juneja should sign and file under our company.

Write the complete business name (exact spelling/punctuation) of the company.

Include LLC, L.L.C., Inc. Corp. Corporation, etc.

Write the complete address of the company.

Include street, unit/suite number, city, state, zip.

Type your full name to confirm you agree to recieve all paper mail at this address and will notify Ana Juneja of it's delivery within 5-7 business days. docket@analaw.com will be the the main email address. Are there additional email addresses you would like listed?

No

Type your full name to confirm you understand the Ana Law Team will not monitor the trademark after filing. Type your full name to confirm you understand we will send you the OBJ file for this trademark and we will NOT file this trademark application on your (or the owner's) behalf. Type your full name to confirm you understand that prepared OBJ file will only be valid for 48 hours. Type your full name to confirm you understand that if you do not review and file the OBJ file within the 48 hours the link is live, a $200 per class fee will apply if the Ana Law Team has to re-prepare the OBJ file. Which email should we send the prepared OBJ file to?

Truthfulness Confirmation/Declaration

I confirm that the information I provided in this form is correct and true to my knowledge and belief.

Yes

Type your full name to confirm that you understand that we rely on your honest answers to prepare the trademark documents.

I confirm that I have provided full and complete answers to this form.

Yes

Type your full name to confirm that you have provided full and complete answers to this form (to the best of your ability).

I confirm that I have authorization (if trademark owner is you, your company, your client, employer, another party, etc.) to complete and submit this form.

Yes

Type your full name to confirm that you have authorization to submit this intake form on behalf of the trademark owner.

I confirm that I will review questions, communications, emails, documents, etc. that the Ana Law Team will send and provide substantive feedback/answers within 2-5 business days.

Yes

Type your full name to confirm that you (or the owner/representative) will timely respond to the Ana Law Team's communications and that if excessive reminders are needed, the case will be paused and a $500 re-start fee will apply.

We will provide the owner (or you) with up to 4 reminders at no charge. 5 or more reminders are considered excessive.

Type your full name to confirm that you understand that if the Ana Law Team does not receive a response from you (or the owner/representative) to our communications about legal matters (no complete instructions; no answers to all of our questions; no response to our emails; not submitting the requested information/documents; etc.), then Ana Law will take no further action on your case(s). Type your full name to confirm that you understand that (in some circumstances) if the Ana Law Team takes no further action on the case(s) due to non-responsiveness, the owner's legal rights may be affected (for example: the trademark application may go abandoned, additional late fees may apply; we may need to file special petitions to excuse missing deadlines, etc.).

THANK YOU