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Trademark Portfolio Tracker

Renewals, maintenance filings, and watch alerts across every jurisdiction

Manages trademark portfolios with registration tracking, renewal deadlines, maintenance filings (Sections 8, 15, 9), opposition monitoring, and watch service alerts. Prevents loss of trademark rights from missed deadlines.

House RecipeWork10 min setup

INGREDIENTS

🔎Web Search📅Calendar✉️Email✈️Telegram

PROMPT

Create a skill called "Trademark Portfolio Tracker" for an IP lawyer. Maintain a database of all trademark registrations and pending applications I manage. For each mark, track: mark text and design, registration number, serial number, filing date, registration date, class(es), owner, and jurisdiction. Calculate and track all maintenance deadlines: Section 8 Declaration of Use (years 5-6), Section 15 Incontestability (years 5-6), Section 9 Renewal (every 10 years), and equivalent deadlines in international jurisdictions. Send graduated reminders. Monitor USPTO TSDR and WIPO databases for status changes. Track any pending office actions or opposition proceedings with response deadlines. Support trademark watch — periodically search for newly filed marks confusingly similar to my clients' marks and alert me. Generate a portfolio status dashboard sorted by next action required.

How It Works

Trademark portfolios require continuous maintenance — miss a single filing

window and your client loses rights they spent years building. This skill

tracks everything across jurisdictions.

What You Get

  • Portfolio database with all registrations and applications
  • Renewal and maintenance filing deadlines (US: Sections 8/15 at year 5-6, Section 9 every 10 years)
  • International deadline tracking (renewal periods vary by country)
  • USPTO/WIPO status monitoring
  • Watch service alert management (new confusingly similar marks)
  • Office action and opposition deadline tracking
  • Filing document preparation for routine maintenance

Setup Steps

  1. Input your trademark portfolio (or import from spreadsheet)
  2. Set up deadline tracking per mark and jurisdiction
  3. Configure watch terms for monitoring
  4. Review the portfolio dashboard

Tips

  • The Section 8/15 window at years 5-6 is the most commonly missed US deadline
  • International renewals have different periods — some countries are 7 years, not 10
  • Watch alerts help catch infringements early, when they're cheapest to address
  • Run a monthly portfolio review to stay ahead of upcoming deadlines
Tags:#legal#intellectual-property#trademarks#portfolio#compliance