Portfolios are how you organize and monitor trademarks in GleanMark. Every mark you add to a portfolio is automatically monitored for status changes, prosecution events, deadlines, and more. This guide walks you through creating your first one.
How to Create a Portfolio
Navigate to Portfolios — Click “Portfolios” in the sidebar under Monitor
Click “New Portfolio” — or go directly to
/portfolios/newEnter a name — something descriptive like “Acme Corp Main Brands” or “Client: Smith & Associates”
Add a description (optional) — notes about what this portfolio covers
Assign a client (optional) — if you manage multiple clients, link the portfolio to a client record
Configure alert settings — toggle alert categories on or off (legal status, deadlines, and TTAB are on by default; ownership and similar marks are off by default) and set notification frequency
Click Create
Adding Trademarks
From your portfolio detail page (/portfolios/:id):
Click “Add Trademark”
Enter a serial number — GleanMark validates it against the USPTO database in real time
Confirm — the mark is added and monitoring begins immediately
Bulk Import
For many marks at once, use the Bulk Import option. Paste or upload a list of serial numbers and GleanMark validates and adds them all.
You can also add marks from the Import Trademarks page (/import-trademarks).
What Your Portfolio Shows
The portfolio detail page gives you a complete view of your monitored marks:
Trademark list — searchable, sortable table with status, mark type, classes, owner, and filing date
Filters — narrow by status (registered, pending, cancelled, abandoned), mark type, Nice class, or owner
Alert activity — see recent alerts for marks in this portfolio
Document counts — how many USPTO documents are available per mark
Comment counts — team notes and annotations per mark
CSV export — download the full portfolio for offline analysis
Portfolio Settings
Access settings via the gear icon on the portfolio detail page:
Name and description — edit inline
Tags — organize portfolios with custom tags
Client assignment — link or unlink from a client
Auto Renewal Monitoring — toggle automatic tracking of Section 8/9 renewal deadlines
Alert configuration — per-portfolio override for alert categories and frequency
Tips
One portfolio per client is a good starting pattern for law firms managing multiple clients
Use tags to group related portfolios (e.g., “pharma”, “tech”, “international”)
Enable auto renewal monitoring — it catches upcoming Section 8 and 9 deadlines that are easy to miss
What’s Included in Each Plan
Feature | Free | Starter | Professional | Firm |
Portfolios | 1 | 5 | Unlimited | Unlimited |
Monitored trademarks | 3 | 15 | 50/seat | Unlimited |
Related Features
Welcome to GleanMark — Full getting started guide
Setting Up Alerts — Configure how you’re notified about portfolio changes
Markus AI — Ask “Show upcoming deadlines for my portfolios”