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Running a Clearance Report

Written by Howard Katzenberg

A Clearance Report goes beyond knockout search. It combines trademark conflict analysis, domain availability, web presence checks, and integrated DuPont factor analysis into a single comprehensive report with a clear GREEN / YELLOW / RED clearance assessment. The report is positioned as a structured first pass to be reviewed with counsel — not a clearance opinion.

What You Can Do

  • Run a full clearance analysis for a proposed mark

  • See risk-scored trademark conflicts from examiner-style search

  • Check domain availability (.com, .ai, .app, .io, .co)

  • Assess web presence and commercial activity

  • Get a GREEN / YELLOW / RED clearance assessment with AI-authored reasoning

  • Review crowded-field, coexistence, and refusal-history evidence

  • Rate, dismiss, or add conflicts as counsel — your ratings drive the formal report

  • Customize which sections appear in PDF and DOCX exports

  • Export as PDF, DOCX, or XLSX for client deliverables

How It Works

  1. Navigate to Clearance — Click “Clearance” under Search in the sidebar, or go to /clearance

  2. Enter your proposed mark — the name you want to clear

  3. Select Nice classes (required) — the classes you intend to file in

  4. Describe your goods/services (required) — plain language description of what you’re offering

  5. Add optional details — owner name, client name, matter code (for record-keeping)

  6. Run the report — GleanMark scans 14M+ registered and pending marks across 26 search passes, scores name similarity and goods/services overlap, checks domains and web presence, runs DuPont on the top conflicts, and generates the clearance assessment

Clearance Assessment

The report produces a single clearance assessment shown as a colored verdict:

Verdict

Headline

What It Means

GREEN

Cleared with attention

No material blockers. Proceed, noting any minor items flagged in the report.

YELLOW

Proceed with caution

Real risk factors present. Review the top conflicts and consider coexistence arguments before filing.

RED

Blocked — material risk identified

Exact/near-exact matches or strong live conflicts. Material likelihood-of-confusion risk.

The assessment weighs knockout results (risk levels), domain status (available, parked, registered, commercially used), web presence impact, crowded-field signals, and completed DuPont analyses. Counsel ratings, when set, override the system’s computed risk tiers end-to-end — in the on-screen verdict, the conflict tables, and the exported report.

Domain Checks

The report checks availability for your mark across five TLDs:

  • .com, .ai, .app, .io, .co

Each domain is classified as: available, parked, registered, or commercially used. A commercially active .com can push the clearance assessment to YELLOW. Marketplace and common-law signals like this cap the verdict at YELLOW — on their own they never make it RED. RED comes from close matches on the USPTO register.

DuPont Factor Analysis

DuPont factor analysis runs on the top conflicts within the report — it is included as part of the report, not metered or charged separately. Background DuPont precompute runs automatically on the top conflicts; you can also trigger per-mark DuPont on individual conflicts for a deeper dive. The clearance assessment incorporates DuPont results as they arrive.

For a full 13-factor likelihood-of-confusion analysis against a single mark, use the standalone Confusion Analysis (DuPont) tool.

Evidence and Analysis Panels

The report surfaces several evidence panels that appear when relevant data is found:

  • Crowded Field — third-party registrations sharing a formative element in your filing and closely-related classes, with doctrinal-strength tiers tied to DuPont Factor 6 thresholds

  • Coexistence — registry evidence of similar marks coexisting on related goods, shown when substantiated pairs are found

  • Refusal History — how USPTO examiners treated the closest similar marks: §2(d) citations drawn against them and §2(e) refusals with case-level outcomes

Counsel Review

Attorneys can rate each conflict (very high, high, medium, low), dismiss marks, or add external marks to the results. These counsel ratings override the system’s computed risk tiers throughout — the on-screen verdict, the conflict tables, and the PDF/DOCX exports all honor counsel’s curated view. Dismissed marks are excluded from the report by default but can be re-included via the row filters.

Report Exports

Export the report as PDF, DOCX, or XLSX. PDF and DOCX exports open a section customizer first, where you can toggle individual sections on or off. The standard selection includes every analysis layer and omits the full raw conflict listing; an option to include everything adds the complete conflict dump. XLSX exports all data rows without section toggles.

Tips

  • Run knockout first for a quick pass/fail, then upgrade to a clearance report if the results look promising

  • Include a goods description — it significantly improves the commercial overlap scoring

  • Check the domain section — even if trademark conflicts are minimal, a commercially active .com domain could cause practical issues

  • Export for clients — PDF and DOCX exports are formatted for client deliverables

  • Customize sections — trim the report to what your client needs by toggling sections before export

What’s Included in Each Plan

Plan

Included each month

After that

Free

None included

Buy a single report for $79 — no plan required

Day Pass

2 reports per pass (24 hours)

Buy a single report for $79

Starter

1 per account

$79 per report

Professional

2 per account

$79 per report

Max

5 per seat

$79 per report

You Don’t Need a Subscription

If you only need a clearance report occasionally — for example when a client asks for one — you do not need a monthly plan. Create a free account and buy a single report for $79 whenever you need it.

A Day Pass is also $79 and includes 2 clearance reports plus 24 hours of Professional-level access, so it is usually the better value if you expect to run more than one report or want the other tools that day.

Starter and Professional allowances are pooled across the whole account each month, not per seat. Max is 5 per seat per month. Trial accounts include 2 clearance reports for the trial period. See the Billing page for current pricing.

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