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Attorney Meeting Intake Form for Registering a Business Name Trademark


Last Updated on June 8, 2024 by Swetha LLM

The essential procedure of trademarking a company name is necessary for each entrepreneur who wishes to protect the identity and legal rights of their brand. An intake form is necessary for the process, which starts with a comprehensive legal meeting. The information gathered on this form regarding your company and the brand you want to register is essential to the successful registration of your trademark.

It is always advisable to have legal advice from an experienced lawyer with knowledge of intellectual property law to guarantee a successful and seamless strategy for protecting the brand and identity of your business.

What is an Intake Form for an Attorney Meeting?

During your first meeting, the attorney will request that you complete an attorney meeting intake form. The lawyer can acquire essential information about your company by using this form.

Among the several questions it poses are the name of your business, any earlier trademark applications, the identity of the business’s owner, and if you’re concerned about trademark violation.

Let’s look at some key elements of the Attorney Meeting Intake Form.

Part 1: Basic Information of Attorney Meeting Intake Form

The Attorney Meeting Intake form asks for basic details about your business name and the person finishing the form in the first section.

  • Your company’s legal name must be provided.
  • You must include your business address.
  • It is necessary to have the individual fill out the form’s name and contact details.

Attorneys need accurate and current information to comprehend the ownership structure of your company and who is in charge of the trademark application.

Part 2: Previous Trademarks or Pending Applications of the Attorney Meeting Intake Form

Pending applications or previous trademarks are the subject of the second section of the form.

If you try to register a trademark, your lawyer will ask if you tried it earlier. Please provide the following information if you have previously registered a trademark:

  • The trademark serial number.
  • The registration date.
  • Details regarding the purpose of the trademark.

The following information is required if you are attempting to register a trademark:

  • The number for the application.
  • The application date.
  • Information on the purpose of the trademark.

When evaluating whether your trademark could be confused with already-registered trademarks or current applications, attorneys will need this information.

Recommended Trademark Design

Presenting a proposed trademark design is required in the third section of the Attorney Meeting Intake Form. A logo, a wordmark, or a mix of the two may be used for this. A detailed explanation of the design aspects should be included, along with a high-quality photograph.

People will mostly use your trademark to differentiate your brand from that of your rivals. Therefore, it must be distinctive and simple for them to recognize. Legal professionals can evaluate whether your suggested design satisfies registration standards or is too similar to already-registered trademarks.

Purpose and Reason for Registration

The fourth section of the Attorney Meeting Intake Form inquires about the purpose of your trademark and its registration basis. If you want to use the trademark in commerce, you must state so and, if yes, when it was first used. You must also include the trademark registration grounds, which can be used in commerce, intent to use in commerce or foreign registration.

Providing this information is essential because it helps lawyers determine whether the trademark you are proposing meets the requirements for registration and the relevant registration grounds.

Authorization Statement and Attorney-Client Relationship

During a legal meeting, the fifth section of a form is used to ask permission and establish a cooperative working relationship. The agreement to allow the attorney to represent you in filing a trademark application and your understanding of the nature of a lawyer-client relationship are stated in this section.

Before signing, it is important that you are fully familiar with this section of the form and have a good understanding. It is because of this that, in order to ensure the smooth functioning of the trademark application process, the terms and conditions under which you and your lawyer will cooperate are set out.

Further Details and Additional Documents

You can submit more information or supporting documentation when you meet with a lawyer regarding your trademark application. Your application may be strengthened by incorporating elements such as your trademark design, proof of previous use, or pertinent licenses and contracts.

By giving the attorney access to these extra resources, you enable them to better comprehend your trademark and offer you more knowledgeable counsel.

In Conclusion

To provide the best legal advice, attorneys need to fully understand your company and the proposed trademark, which can only be done by filling out the Attorney Meeting Intake Form. A seamless and effective trademark registration procedure can be ensured by providing accurate and comprehensive information in every form part.

In the event that you require assistance completing the Attorney Meeting Intake Form, you must consult with an experienced trademark attorney. A knowledgeable lawyer can offer customized legal counsel. The complex legal requirements and procedures associated with business name trademark registration are navigated by you with their assistance.

Kanakkupillai can help you complete the Attorney Meeting Intake Form and register a trademark for your company name. Throughout the registration process, Kanakkupillai can offer specialized legal advice and assistance. Get in touch with us now!


1. What is an attorney meeting intake form used for trademark registration of a business name?

Important details about your business, like its name, the person requesting the trademark, any pending applications or prior trademarks, the brand’s design, and the intended use of the property, are gathered by the Attorney Meeting Intake Form.

2. Which information is typically requested in an attorney-client intake form when registering a trademark for a company name?

You must fill in the Attorney Meeting Intake form’s first section with some basic details about the name of your business and the trademark applicant. This contains the person filling out the form’s name and contact details.

3. How do I proceed with registering a business name trademark once I complete the attorney meeting intake form?

The lawyer or legal team will analyze the information you supply once you submit the attorney meeting intake form for registering a trademark or business name. After that, they will set up a meeting to go over the specifics of your trademark and offer legal advice. In the meeting, they will evaluate your trademark’s potential and offer guidance on how to register it, any obstacles, and the following actions to keep your company name safe.

Swetha LLM

Swetha, LLM, a lawyer with skills in writing legal content, is passionate about simplifying complex legal concepts and engaging readers with her insights of nuanced legal ideas. She is able to preserve the accuracy of legal material while adjusting the tone and style to fit the audience.