How It Works
A walkthrough of the system, step by step.
Paste your serial numbers
Enter serial numbers one per line, or comma-separated. The system accepts any format - with or without slashes, leading zeros, etc.
Each serial number gets looked up against USPTO TSDR. We pull the mark text, owner, filing date, status, and complete prosecution history.
Automatic USPTO pull
Within seconds, we fetch the full TSDR record. This includes:
- Current status (Live/Dead, registration status)
- All prosecution events with dates
- Owner and correspondent information
- Goods and services, design codes, etc.
The system calculates open deadlines based on the most recent events and status.
Dashboard as work queue
The dashboard isn't just a list of deadlines. It's organized by urgency:
- Overdue - Past the deadline date. Needs immediate attention.
- Urgent (0-3 days) - Due imminently.
- Due 4-10 days - Coming up soon.
- Awaiting USPTO - You filed, waiting for confirmation.
Tabs let you filter by deadline type: Office Actions, NOA/SOU, Maintenance, etc.
Complete a task, system knows what's next
When you click "Complete Task", you tell the system what action you took:
- Filed Response
- Filed Extension
- Filed Statement of Use
- Client Declined / Abandoned
The deadline moves to "Awaiting USPTO" status. The system starts checking TSDR to verify USPTO received the filing.
If it's an extension, the next deadline is automatically calculated. If it's a final response, the system watches for the next prosecution event.
Filing verification (the safety net)
This is the core differentiator. After you mark something filed:
- The deadline moves to "Awaiting USPTO" status
- The system checks TSDR every 24 hours
- When a matching event appears, the deadline is marked "Verified"
- If 5 days pass with no matching event, you get a "Filing Failed" alert
This catches the scenario where you thought you filed, but USPTO never received it. It happens more often than you'd think.
Customizable digest emails
Each team member configures their own digest schedule. Pick which days to receive it, what time, and which sections to include - upcoming deadlines, office actions, NOA/SOU, maintenance, or all of the above.
Attorneys can get a Friday afternoon summary to plan for the week ahead. Paralegals can opt for daily morning briefings to stay on top of filings. Everyone sees the same data, on their own schedule.
Even if you forget to log in, the digest catches it. Overdue items are always highlighted at the top. This is your second layer of redundancy.
