GleanMark is a trademark intelligence platform built on 13M+ USPTO records. Search trademarks, monitor your portfolio, track competitors, analyze conflicts, and draft office action responses — all from one place. This guide walks you through your first session.
Your Dashboard
After signing in, you land on the Dashboard (/home). It’s your command center:
Stats bar at the top shows your total trademarks, portfolios, recent alerts, tracked owners, and TTAB proceedings. Click any stat to jump to that section.
Top Portfolios — your most active portfolios with registered/pending counts, alert activity, and client assignments
Owner Watchlist — tracked owners with filing breakdowns and TTAB activity
TTAB Activity — active proceedings involving your monitored marks or owners
Recent Alerts — latest alerts across all your monitored trademarks, with mark-as-read and snooze
If you’re brand new, the dashboard shows onboarding cards to help you import trademarks, track owners, and set up alerts.
Quick Start: 5 Things to Do First
1. Run a Search
Click Search > Power in the sidebar or go to /search. Type any trademark name, owner, or serial number. Results appear instantly with status badges, owner links, Nice classes, and similarity scores. No account required — search is free for everyone.
2. Create a Portfolio
Click Portfolios in the sidebar, then New Portfolio. Give it a name and optional description. Once created, add trademarks by serial number — type a serial and GleanMark validates it against the USPTO database. Every mark in a portfolio is automatically monitored for changes.
3. Track a Competitor
Go to Owners in the sidebar. Search for any trademark owner and click Track. GleanMark monitors all their filings, assignments, TTAB proceedings, and milestones.
4. Run a Knockout Search
Click Search > Knockout in the sidebar. Enter a proposed mark name and select Nice classes. GleanMark runs examiner-style phonetic, visual, and semantic checks and returns a risk verdict in seconds.
5. Configure Alerts
Go to Settings > Alert Settings. Choose which alert categories matter to you (status changes, deadlines, TTAB, ownership, similar marks) and how you want to be notified.
Three Quick Actions
The dashboard header has three quick-action buttons:
New Portfolio — jump straight to portfolio creation
New Analysis — start a confusion analysis, clearance report, or other analytical tool
Knockout Search — quick availability check for a proposed mark
Navigating the App
The sidebar organizes features into sections:
Section | What’s There |
Search | Power Search, TESS Search, Knockout, Clearance |
Monitor | Clients, Portfolios, Owners, TTAB |
Prosecution | OA Drafts, OA Research |
Alerts | Alert inbox |
Analysis | Analysis Hub with saved searches and reports |
Your profile menu is at the bottom of the sidebar — access account settings, billing, team management, alert configuration, and the support chat from there.
Tips for New Users
Start with one portfolio — add your most important trademarks and let the monitoring run for a few days to see what alerts come in
Use Markus AI for questions — click “Markus AI” in the sidebar and ask anything: “Search for marks similar to BRIGHTPATH in Class 9” or “What deadlines are coming up?”
Bookmark
/home— the dashboard gives you a daily snapshot of everything that needs attention
Related Features
Setting Up Alerts — Configure monitoring and notification preferences
Knockout Search — Check trademark availability before filing
Markus AI — Your AI-powered trademark assistant