Monitoring is the core of GleanMark. There are four things you can watch, and they answer different questions:

The first two watch things you already know about. The last two find filings you have never seen before, which is usually where the risk is.

Add marks to a portfolio at /portfolios, and GleanMark tracks them from then on: USPTO status changes, prosecution activity, publication and registration milestones, renewals, assignments, TTAB activity, and deadline warnings as dates approach.

Worth being honest about what this is for. The USPTO already emails the attorney of record about their own cases, so this is a backstop rather than your only notice — everything on a tracked mark in one place, so a missed email doesn’t become a missed deadline.

Each mark’s full record is on its own detail page, reachable from the portfolio.

Tracking an owner at /owners watches that party’s entire portfolio, however many marks it holds. You hear when they file something new, when marks transfer to or from them, when their marks hit milestones like publication or registration, and when they appear in a TTAB proceeding.

This is how you keep an eye on a competitor, or stay current on a client’s whole book without adding every mark by hand.

A Watch Search is a saved set of criteria, checked against new USPTO activity. Define what you care about once, and GleanMark tells you when something matches.

Open /watches and use the Watch Searches tab. You can combine:

Mark text supports a small syntax, so you can be as broad or as narrow as you need:

The “sounds like” mode is the one people underuse. A competitor rarely files your exact mark; they file something that sounds like it.

A Watch Search can be anchored to a design mark rather than to text, and match visually similar filings. You choose how close a match has to be, and whether it must also share a design code.

Before committing to a watch, preview it against the last several months of real filings. You see what it would have caught, so you can tell a useful watch from one that will bury you in noise. If a preview returns nothing, broaden the criteria or lengthen the lookback.

Automated Watches do the setup for you: one auto-watch per registered mark in your portfolio. GleanMark picks the distinctive word in the mark, scopes it to the right classes, and surfaces possible conflicts.

They are on the Automated Watches tab at /watches, with a single switch for the whole workspace. Two related screens:

Use Automated Watches for coverage across your registered marks, and Watch Searches when you want to define the criteria yourself.

Everything monitoring produces lands in your alerts inbox at /alerts, and deadlines have their own view at /deadlines.

Which alerts reach you by email is yours to set, at /settings/alerts. That screen also holds Slack delivery and client email settings.

The digest is one email summarizing upcoming and overdue deadlines across your portfolios, instead of a separate message per deadline. Turn it on at /settings/alerts and tune it:

Two things that are easy to miss:

If you leave every deadline type checked, new types added later are included automatically. Uncheck even one and you are opting into an explicit list.

GleanMark watches U.S. federal trademark records from the USPTO. That is the whole scope, and it is worth being explicit about the edges:

Not covered: state trademark registrations, international systems such as Madrid, EUIPO and WIPO, common-law or unregistered use, domain names, social media handles, and online marketplaces. If your practice needs those, you will want a service that covers them alongside GleanMark.

No human reviews hits before you see them. Matching and delivery are automated — there are no analysts screening results first. That is deliberate, and it is why every hit shows you why it matched, so you can judge it in seconds instead of trusting a score you cannot inspect.

How many marks, owners, and watches you can monitor depends on your plan, and monitoring limits are enforced when you add something rather than silently. Your current plan and its limits are on your billing page under /settings/billing.