Client Management lets law firms and organizations organize their trademark work by client. Link portfolios, tracked owners, and TTAB proceedings to specific clients, then generate reports and track activity per client.
What You Can Do
Create client records with contact information
Link portfolios and tracked owners to clients
View per-client trademark activity and alerts
Track collaboration (notes, documents) per client
Generate PDF client reports
Search and filter across all clients
How It Works
Navigate to Clients — click “Clients” under Monitor in the sidebar, or go to
/clientsAdd a client — click “New Client” and enter their details
Link portfolios — when creating or editing a portfolio, assign it to a client
View client detail — click any client to see their complete trademark picture
Client Detail Page
The client detail page (/clients/:clientId) shows:
Contact information — name, company, email, phone
Portfolios — all portfolios assigned to this client with mark counts and alert activity
Tracked owners — owners being monitored for this client
TTAB proceedings — proceedings relevant to the client’s marks
Saved watches — watch searches associated with this client
Activity feed — recent activity across all client marks
Client Reports
Generate a PDF report for any client via the export button on their detail page. Reports include portfolio summaries, trademark status breakdowns, and recent activity — formatted for client deliverables.
Availability
Client Management requires an organization (team account). It’s available on Professional and Firm plans.
Tips
Create clients before portfolios — then assign portfolios during creation for clean organization
Use the activity feed to prepare for client calls — see everything that’s happened since your last conversation
Generate reports monthly as a standard client deliverable
Related Features
Portfolio Management — Manage trademark portfolios
Team Management — Invite team members to collaborate
Setting Up Alerts — Per-client alert configuration