Client Intake & Conflict Screening for Trademark Attorneys with CompuMark
The Problem
Every new Trademark Prosecution lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build in CompuMark
AI runs the conflict check against CompuMark, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running CompuMark — uses the native API or agent integration so nothing leaves the system of record.
CompuMark Integration Approach
Audit your CompuMark configuration
We map the specific CompuMark objects, custom fields, and workflows the automation needs to touch for your trademark prosecution practice.
Build on the CompuMark API or agent
Integration happens inside CompuMark — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in CompuMark with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your CompuMark instance
30-minute call. We'll look at your actual CompuMark setup and show exactly how this workflow fits.