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How GleanMark Tracks Your Deadlines

Written by Howard Katzenberg

GleanMark automatically creates a complete docketing calendar for every trademark in your portfolios. You don’t need to enter deadlines manually — as soon as a mark is in your firm workspace or one of your client portfolios, the system starts tracking it.

What We Track Automatically

GleanMark pulls deadlines directly from USPTO filings and calculates dates the same way examining attorneys do:

  • Statement of Use — every time a mark gets a Notice of Allowance, we track each 6-month Statement of Use window (including all five available extensions)

  • Office Action responses — the 3-month initial window plus the 3-month fee-based extension

  • Opposition periods — the 30-day window when a third party can oppose your published mark

  • §8 Declaration of Use — due between years 5 and 6 after registration

  • §15 Incontestability — eligible after 5 years of continuous use

  • §8 & §9 Renewal — due between years 9 and 10 after registration, then every 10 years (Madrid-basis marks filing Section 71 renewals are recognized under this type)

  • Paris Convention priority — the 6-month window to claim priority in other countries after a foreign filing (auto-generated for every Section 44(d) mark with a priority claim)

  • TTAB proceedings — answer deadlines, response periods, and trial dates for oppositions, cancellations, and concurrent use proceedings where your firm is counsel of record

For each deadline we surface the exact due date, whether a grace period applies, the calculation basis, and the consequences of missing it (registration cancellation, application abandonment, etc.).

Where Your Deadlines Show Up

The Deadlines Page (/deadlines)

Three views on the same data:

  • List view with sections grouped by urgency: Overdue → Today → Next 7 Days → 8-30 Days → 31-90 Days → 90+ Days → Completed. TTAB proceedings appear in their own group at the top when present.

  • Calendar view with Month, Week, and Agenda layouts, color-coded by deadline type. TTAB events render in amber with a gavel icon to stand out from trademark deadlines.

  • Detail panel on the right that shows everything about the selected deadline. TTAB proceedings have a specialized panel that lists plaintiff/defendant, interlocutory attorney, the related mark, and a link to the full proceeding record.

You can filter by urgency, deadline type, client, and portfolio. Counts in the header and filter sidebar always match.

Other Places

  • Sidebar — shows a count badge for overdue deadlines specifically

  • Dashboard home page — summary card with upcoming work

  • Email digest — daily or weekly summary (see Setting Up Your Email Digest)

Opposition Windows

Opposition periods are tracked but hidden by default. These are 30-day windows when a third party can challenge your marks — they’re notifications, not tasks you need to complete.

To see them, flip the “Include opposition windows” toggle in the filter sidebar on /deadlines. To receive them in your digest email, turn on “Include opposition windows” in your digest preferences.

TTAB Proceedings — Strict Counsel-of-Record Scoping

TTAB deadlines have a tighter visibility rule than other deadlines. A proceeding only appears on your docket if your firm is listed as TTAB counsel of record for the relevant party. This prevents a mismatch that’s common when one firm handles prosecution but a different firm handles the TTAB matter.

Specifically, for every portfolio mark in a TTAB proceeding, GleanMark checks whether the TTAB representative’s firm matches the USPTO prosecution correspondent’s firm for that same mark. If they match, the deadline appears on your docket. If a different firm handles the TTAB, it doesn’t — those deadlines live with the TTAB counsel, where they belong.

No manual setup is required. As soon as your marks are in a portfolio, the scoping works automatically.

Paris Convention Windows

For every Section 44(d) application with a priority foreign filing, GleanMark generates a 6-month Paris Convention priority deadline. Missing this window means losing priority rights in other Paris member countries, so we track it automatically and auto-expire the entry after the date passes.

These deadlines are informational only — USPTO doesn’t record whether you filed in other countries, so the system treats the window closing as “expired” rather than tracking filings abroad.

Removing Deadlines You Don’t Need

Click the three-dot menu on any deadline and choose Remove.

  • GleanMark-tracked (system) deadlines — marked as cancelled, removed from your docket, audit trail preserved

  • Deadlines you created yourself — permanently deleted

If you have a big backlog to clean up — common when a firm onboards and imports thousands of marks — use bulk actions (see Bulk Actions on Your Deadlines).

When USPTO Data Changes

Our deadline scanners re-run daily. If a new USPTO event changes a deadline (for example, a Statement of Use extension is granted), the system updates the date automatically — your docket always reflects the most current USPTO data.

A weekly full-sweep catches anything the daily scanner missed, and a system-wide health check on Monday mornings confirms everything is operating normally. You’ll never see that plumbing, but it’s the reason you don’t have to manually reconcile deadlines.

If you’ve manually edited a deadline (changed the date or type), the system treats it as yours from that point forward and won’t overwrite your changes. The cancelled original stays in the audit trail so you can always trace what happened.

Tracking Things USPTO Doesn’t Surface

Use + Add Deadline in the top right of /deadlines to create a custom deadline — Madrid WIPO renewals, foreign filings, client meetings, internal filing tasks, or anything else. See Creating and Editing Your Own Deadlines for details.

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