TRADEMARK SOLUTIONS · INTAKE SUPPORT
Trademark Intake Support
Accelerate trademark portfolio onboarding with structured processes and high accuracy.
HOW IT WORKS
From received files to complete matters
The same sequence on every engagement, in your system, to your rules.
- 01
Receive and validate
Incoming portfolios, laterals and new matters are checked for missing or inconsistent data before anything is created.
- 02
Matter creation
Matters are created in your IP management system to your templates and naming conventions.
- 03
Deadline and document load
Deadlines, documents and correspondence are attached so each matter is complete on day one.
- 04
Quality check and handover
A second reviewer checks the intake against the source before the portfolio is handed to your team.
What Intake Support does
Onboarding large trademark portfolios can require extensive manual effort, particularly during M&A transactions or lateral attorney moves. Manual intake can delay portfolio visibility, consume significant administrative time, and increase the risk of incomplete or inaccurate data.
Trexo’s intake support can create IP matters in your docketing system, map portfolio data, organize records in a structured manner, and verify bibliographic data. This quickens portfolio onboarding and ensures accurate data in your IPMS while allowing your team to focus on prosecution work.
Key capabilities
Bulk matter creation in your IPMS
Class mapping and goods and services validation
IP data verification
IPMS field mapping
Short-term docketing support
THE OUTCOME
What Intake Support changes
Faster matter creation
Greater intake data accuracy
Reduced administrative workload
Fewer filing errors and delays
IN THEIR WORDS
“Our trademark/copyright group faced a major trademark project that stretched our internal capacity. To keep our valuable in-house team focused on client service, we partnered with Chris Burger and Bikram Sethi at Trexo Global. Their deep knowledge of IP operations and practical guidance made a significant impact, boosting our efficiency and enhancing the value we deliver to clients. If you need help with any backend aspects of your IP practice, I’m sure Trexo Global has a solution to address your challenges and would recommend you contact them.”
Rhett Barney, Attorney, Partner
Lee & Hayes, P.C.
Who it’s for
- IP law firms
- Corporate trademark and brand teams
- Paralegal teams
- Docketing teams
- IP operations teams
COMMONLY ASKED QUESTIONS
About Intake Support
What does trademark intake support cover?
Bulk trademark migration and matter creation, class mapping, goods and services validation, mapping to your IPMS fields, and quality assurance validation before records go live.
Can you consolidate trademark portfolios from several sources?
Yes. Trexo’s intake solution supports organizations consolidating portfolios, with records from different sources standardized and validated before they are created in a single system.
Do you validate goods and services and classes during intake?
Yes. Class mapping and goods and services validation are part of every intake, so registrations are recorded consistently across the portfolio.
Can you handle a large portfolio migration?
Yes, in fact large intakes are when IP teams most often turn to Trexo. Large intakes typically overwhelm in-house paralegal and docketing teams; Trexo can take over these tasks so your team can focus on their primary duties.
Which IP management systems do you support?
We work in whichever IPMS your IP department uses, mapping data to the appropriate fields and following your matter conventions.
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Ready to talk about your portfolio?
Contact us and we will walk through your process, not a generic script.