{"id":4989,"date":"2016-04-04T10:47:50","date_gmt":"2016-04-04T15:47:50","guid":{"rendered":"https:\/\/content.findlaw-admin.com\/ability-law\/smallbusiness\/intellectual-property\/intake-form-meeting-with-an-attorney-to-trademark-a-business.html"},"modified":"2024-05-22T02:54:22","modified_gmt":"2024-05-22T07:54:22","slug":"intake-form-meeting-with-an-attorney-to-trademark-a-business","status":"publish","type":"page","link":"https:\/\/www.findlaw.com\/smallbusiness\/intellectual-property\/intake-form-meeting-with-an-attorney-to-trademark-a-business.html","title":{"rendered":"Intake Form: Meeting With an Attorney to Trademark a Business Name"},"content":{"rendered":"\n
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Intake Form: Meeting With an Attorney to Trademark a Business Name<\/h1>\n
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\n By Taylar-Simone McCants, J.D.<\/a> | Legally reviewed by Amber Sheppard, Esq.<\/a>\n | Last updated\n
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Editorial Note: We earn a commission from affiliate partner links on FindLaw. Commissions do not affect the editorial integrity of our legal content.<\/p>\n\n <\/div>\n \n

\n \n <\/i>\n Legally Reviewed\n <\/summary>\n\n
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This article has been written and reviewed for legal accuracy, clarity, and style by FindLaw\u2019s team of legal writers and attorneys<\/a> and in accordance with our editorial standards<\/a>.<\/em><\/p>\n\n <\/div>\n <\/details>\n\n

\n \n <\/i>\n Fact-Checked\n <\/summary>\n\n
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The last updated date refers to the last time this article was reviewed by FindLaw or one of our contributing authors<\/a>. We make every effort to keep our articles updated. For information regarding a specific legal issue affecting you, please contact an attorney in your area<\/a>.<\/em><\/p>\n\n <\/div>\n <\/details>\n<\/section>\n

As a new client meeting with an attorney for the first time, regardless of the practice area, you will either fill out a client intake form or answer questions as part of the client intake process. This first meeting is a consultation. An initial consultation is how law offices gather all the critical information about you as a potential client and your legal issue, starting with your contact information. Most attorneys will have an online form for small businesses, business owners, or startups that need legal services<\/a> to fill out. These forms help streamline the workflow of their legal services.<\/span>
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As a prospective client meeting with an attorney for the first time to discuss a trademark<\/a> issue, they will also want to know about your company’s mark, how long it has been in use (if at all)<\/a>, and other information specific to trademarks. This template will help you collect the information you need to present to your attorney to trademark or service mark<\/a> your business name.<\/p>\r\n

Legal Client Intake Form Template<\/h2>\r\n\r\n

This form will help you collect the information you need to present to your attorney in order to trademark or service mark your business name.<\/p>\r\n

Client Information (Individual)<\/b><\/u><\/p>\r\n

Client Name: _____________________________________________________<\/p>\r\n

Pronouns: _____________________________________________________<\/p>\r\n

Position: _____________________________________________________<\/p>\r\n

Address: _____________________________________________________<\/p>\r\n

Phone Number: _____________________________________________________<\/p>\r\n

Email: _____________________________________________________<\/p>\r\n

Website: _____________________________________________________<\/p>\r\n

Entity Information, if applicable:<\/u><\/b><\/p>\r\n

Business’s legal status:<\/p>\r\n

_____ Individual\/ Sole Proprietorship (If yes, may need to provide Social Security number)<\/p>\r\n

_____ Partnership<\/p>\r\n

_____ Corporation (Type of corporation<\/a>: S-Corp, C-Corp, Nonprofit, LLC)<\/p>\r\n

If the business is a partnership, the name of each general partner: ______________________<\/p>\r\n

If the business is a corporation, name the state of incorporation: ________________________<\/p>\r\n

If it is an LLC, what state is the LLC filed under? ______________<\/p>\r\n

Type of Business? ____________________<\/p>\r\n

Business EIN<\/a>? _______________________<\/p>\r\n

Business mailing address: ____________________________________________________________<\/p>\r\n

Business email: _________________________________________________________<\/p>\r\n

Trademark Questionnaire<\/b><\/u><\/p>\r\n

Are you filing for the trademark as an individual, partnership, or business entity? ______________<\/p>\r\n

Please describe the composition of your Mark.<\/p>\r\n

\u2014\u2014 Words only (i.e., \u201cNike")<\/p>\r\n

\u2014\u2014 Image only (i.e., swoosh symbol)<\/p>\r\n

\u2014\u2014 Combination words\/images (i.e., "Nike" and swoosh symbol)<\/p>\r\n

Description of Use of Mark<\/b><\/u><\/p>\r\n

What goods will the mark be used on or in connection with? The goods should be identified in clear and precise language, e.g., "computer programs for use by accountants" or "retail food store services." _____________________________________________________<\/p>\r\n

What services will the mark be used in connection with? _____________________________________________________<\/p>\r\n

How will the mark be used on or in connection with goods or services? _____________________________________________________<\/p>\r\n

On labels attached to goods? _____________________________________________________<\/p>\r\n

In advertisements for services? _____________________________________________________<\/p>\r\n

Other (describe)? _____________________________________________________<\/p>\r\n

In interstate commerce? Do you use this outside of the state you are incorporated in? _____________________________________________________<\/p>\r\n

In commerce between the United States and specified foreign countries? _____________________________________________________<\/p>\r\n

Will you need your mark protected internationally<\/a>? _____________________________________________________<\/p>\r\n

What is the "NICE Classification" (NCL) class number(s) of the goods or services<\/a> you will use the mark in connection with? _____________________________________________________<\/p>\r\n

Does the mark include a living person’s name or likeness? If so, do you have their permission to use their name or likeness? _____________________________________________________<\/p>\r\n

Dates of Mark’s Use:<\/b><\/u><\/p>\r\n

When was the mark first used in commerce<\/a>? _____________________________________________________<\/p>\r\n

If your mark was first used on social media, find the direct URL and screenshot of that first usage. You will need to provide this to the USPTO eventually. _____________________________________________________<\/p>\r\n

When was the mark last used in commerce, if not currently in use? _____________________________________________________<\/p>\r\n

What facts evidence your bona fide, good-faith intent to use the mark in commerce? _____________________________________________________<\/p>\r\n

When do you plan to use the mark in commerce<\/a>? _____________________________________________________<\/p>\r\n

Other Users of Mark<\/b><\/u><\/p>\r\n

Will any other entity be using the mark? If so, please name the entity or owner: _____________________________________________________<\/p>\r\n

What is the entity’s address and telephone number? _____________________________________________________<\/p>\r\n

Does this entity control your business, or does your business control the entity concerning the nature or quality of goods or services in connection with which the mark is or will be used? _____________________________________________________<\/p>\r\n

Has the mark ever been used and discontinued? ________<\/p>\r\n

What were the dates and periods of nonuse? _____________________________________________________<\/p>\r\n

What was the reason for nonuse? _____________________________________________________<\/p>\r\n

Has the mark been denied registration previously? If yes, please explain: _____________________________________________________<\/p>\r\n

What is the date of the denial? _____________________________________________________<\/p>\r\n

What were the reasons for denial? _____________________________________________________<\/p>\r\n

Has registration of the mark ever been formally opposed? If yes, please explain: _____________________________________________________<\/p>\r\n

In what type of proceeding (opposition, petition to cancel the registration, interference, or judicial proceeding)? _____________________________________________________<\/p>\r\n

What was the date of the previous application(s)? _____________________________________________________<\/p>\r\n

What is the name and address of the opposing person or entity? _____________________________________________________<\/p>\r\n

What was the disposition of the proceeding? _____________________________________________________<\/p>\r\n

What is the possibility of further future opposition? _____________________________________________________<\/p>\r\n

Are you aware of any other person or entity who believes they have been or would be damaged by the mark’s registration, such as a competitor using a similar mark? If yes, explain: _____________________________________________________<\/p>\r\n

What is the name and address of that person or entity? _____________________________________________________<\/p>\r\n

Has this person ever filed or threatened to file a petition to cancel a registration? _____________________________________________________<\/p>\r\n

Has concurrent registration of the mark been previously allowed? _____________________________________________________<\/p>\r\n

If yes:<\/p>\r\n

What was the date of previous registration? _____________________________________________________<\/p>\r\n

Is the registration still in effect? ________<\/p>\r\n

Who is the owner of other concurrently registered marks? _____________________________________________________<\/p>\r\n

Is the mark now, or has it ever been registered on the supplemental register? ________<\/p>\r\n

What is the date of registration? _____________________________________________________<\/p>\r\n

What was the basis for registration, e.g., distinguishing goods or services in commerce for one year or distinguishing goods or services in commerce and foreign protection required for mark? _____________________________________________________<\/p>\r\n

Have you already applied for federal registration of the mark based on intent to use?________<\/p>\r\n

What is the date the application was filed? _____________________________________________________<\/p>\r\n

What is the date the notice of allowance was issued? _____________________________________________________<\/p>\r\n

Which goods and services has the mark been used on or connected to in commerce? _____________________________________________________<\/p>\r\n

What kind of ongoing efforts have you made to use the mark in commerce:<\/p>\r\n

_____ Product or service research or development?<\/p>\r\n

_____ Market research?<\/p>\r\n

_____ Manufacturing activities?<\/p>\r\n

_____ Promotional activities? (social media, advertisements, vendor booths)<\/p>\r\n

_____ Steps to acquire distributors?<\/p>\r\n

_____ Steps to obtain required governmental approval?<\/p>\r\n

_____ Other similar activities (describe)<\/p>\r\n

Have you previously requested and received an extension(s) of time to file a statement of use? If so, when? _____________________________________________________<\/p>\r\n<\/td>\r\n<\/tr><\/tbody><\/table>\r\n

Find a Trademark Law Attorney Today <\/h2>\r\n

If you’ve made it this far, you’re likely interested in going through the client onboarding process and meeting with an attorney to protect your company’s valuable mark or marks. Hiring a business law attorney<\/a> does not have to be overwhelming when you know what questions to expect. You can browse a directory of trademark attorneys<\/a> to find one near you to help you protect your business.<\/p>\r\n

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