Citrus Legal | Trademark Intake Questionnaire
Share details about your trademark, ownership, and mark usage to support your clearance search and application.
Start here
Email address
*
example@example.com
Full name
*
First Name
Middle Name
Last Name
Best phone number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Business or brand name
*
Who will own the trademark
The owner listed on the application must be exactly right. An application filed in the wrong owner's name cannot be fixed later and has to be refiled.
Who will own the trademark?
*
Me personally
A business entity (LLC, corporation, nonprofit, etc.)
Not sure
Exact legal name of the owner
*
Owner type
*
Individual
Sole proprietorship
Limited liability company (LLC)
Corporation
Partnership
Nonprofit corporation
Trust or estate
State and country where the business was formed (if personally owned, enter country of citizenship)
*
Does that business entity exist today?
Yes, it is formed
No, not formed yet
Not sure
If the entity is not formed yet, when do you expect to form it?
Upload your formation documents
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Mailing address for the owner
*
Domicile address (cannot be a P.O. Box or virtual mailbox)
*
Owner email address for the USPTO record
*
example@example.com
Who will sign the application, and what is their title?
*
Has the owner's legal name or entity type changed since you started using this mark?
*
No, it has been the same the whole time
Yes, the name changed
Yes, it converted to a different entity type (for example sole proprietor to LLC)
Not sure
Does anyone else have a possible claim to this brand?
*
Yes
No
Not sure
If yes, please explain
Did you buy this business or brand name from someone else?
*
Yes
No
Upload the assignment, bill of sale or purchase agreement
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Your mark
What would you like to protect?
*
The name only, in plain text (word mark)
The logo or design only
The name and the logo together
Not sure, please advise
Write your mark exactly as you use it
*
Is the mark final?
*
Yes, it is final
No, it may still change
Does the mark include any words that are not English, acronyms, or made-up words?
*
Yes
No
What do those words mean or stand for?
Does the mark include a surname, a personal name, or a place name?
*
Yes
No
Whose name or likeness is it?
Is that person living?
Yes, they are living
No, they have died
It is not a real person's name
Do you have that person's written consent to register the name?
Yes, in writing
No, not yet
The name is mine
Upload the written consent
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Is the mark a common phrase or slogan, or does it describe what you sell?
*
Yes
No
Not sure
Upload your logo file
*
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Do you want to claim specific colors as part of the mark?
Yes, the colors are part of the brand and should be protected
No, file it in black and white so it covers any color
Not sure, please advise
If your logo is also online, paste a link here
What you sell under this mark
Describe everything you sell or offer under this mark
*
What is the mark used for?
*
Physical products
Digital products or downloads
Services you perform for clients
Software or an app
A retail or online store
Courses, content or education
Other
Do you sell products made by other companies, reselling or retail?
*
Yes
No
Who buys from you, and how do they buy?
*
What do you plan to launch under this mark in the next 12 months?
What are your longer-term expansion plans for this brand?
What did you sell under this mark in the past but stop offering?
Use and dates
These dates go on your application under oath, so use dates you can prove. If you are not sure, give your best estimate and tell us below.
Have you sold, shipped, or provided anything under this mark yet?
*
Yes, it is already in use
No, not yet
Date of your first sale or service under the mark
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Date of your first sale or service to a customer in another state or country
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Where was that first customer located, city and state?
What proof do you have of your first use date?
Invoice or receipt
Order confirmation or sales report
Dated screenshot of the website or listing
Dated social media post
Shipping or fulfillment record
Signed contract or engagement letter
Nothing yet
Other
Upload your specimen, photos or screenshots of the mark in use
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Upload receipts, invoices or sales records that show your first use date
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When do you expect to launch?
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Where does the mark appear today?
*
Website
Social media
Product packaging or labels
The product itself
Signage
Business cards or print materials
Invoices or contracts
Nowhere yet
Other
Website address where the mark appears
Social media links where the mark appears
Do you own the matching domain name?
Yes, I own it
No, someone else owns it
No, it is available
I have not checked
Which social handles have you claimed for this brand?
History
Has anyone ever contacted you about this name?
*
Yes
No
Are you aware of other businesses using a similar name?
*
Yes
No
Not sure
If yes to either question above, please explain
Upload any letters, emails, or notices you received about the name
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Has an attorney, filing service, or agency reviewed or filed this mark before?
*
Yes
No
Not sure
Have you ever filed a trademark application for this or a similar name in the United States?
*
Yes
No
Not sure
If yes, enter the serial number and describe what happened
Have you filed for this mark in any other country?
*
Yes
No
Not sure
If yes, which country and roughly when did you file?
Upload any prior search reports, opinions, or USPTO correspondence
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Do you own any other trademarks or brand names?
*
Yes
No
Goals and plans
If this exact mark cannot be registered, would you consider a different name?
*
Yes
No
Depends on what you find
Where do you sell today?
*
Locally
Statewide
Nationally
Internationally
Online only
Not selling yet
Other
Do you have customers, sales, or plans outside the United States?
*
Yes, already
Not yet, but planned
No
Do you plan to license, franchise, or distribute this brand?
*
Yes
Maybe later
No
Do you expect an investment, acquisition, or sale of the business in the next 12 months?
*
Yes
Possibly
No
What is already committed?
Why are you filing?
*
To stop copycats
Amazon Brand Registry or another marketplace
Investor or lender readiness
A licensing or franchise plan
Peace of mind before a launch
Someone told me I needed to
Other
Is there a deadline driving this?
Anything else we should know?
Anything else you would like us to see?
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Confirmation
*
I confirm that the information above is accurate to the best of my knowledge, and I understand that Citrus Legal will rely on it to run the clearance search and prepare my application.
Type your full name as your signature
*
Typing your name here has the same effect as signing.
Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Educational material, not legal advice. © Citrus Legal, PLLC. No copying, reproducing, redistributing or derivative works without written permission. Attorney advertising.
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