NEW TRADEMARK CLIENT · INTAKE FORM
A Canva template and fillable PDF intake form built specifically for new trademark clients - so your intake process is organized, professional, and consistent every time.
One-time · $47 · Canva + Fillable PDF
WHAT IT IS
When a new trademark client comes in, you need specific information before anything else can move forward. This template gives you a professional, organized intake form that collects everything upfront - so you're not chasing information down later.
Available in two formats - a Canva template you can brand to your firm, and a fillable PDF your clients can complete digitally. Both included.
WHAT'S INSIDE
Everything you need to run a clean, organized trademark intake from day one.
U.S. Letter size - fully editable in Canva. Brand it to your firm, add your logo, and make it yours. Free Canva account works.
Professional cover pages to give your intake packet a polished, branded look from the first page.
A digitally fillable PDF that your clients can complete and return without printing. Clean, easy, and professional.
⭐️BONUSES INCLUDED INSIDE THE FORM
International Classes Goods & Services Guide Sheet
Helps clients identify the correct trademark class before you even start — fewer back-and-forth questions at intake.
Specimen Goods & Services Example Chart
Shows clients exactly what a specimen looks like for their type of mark — saves you from explaining it on every call.
Client Questions Page
A dedicated space for clients to submit their questions upfront - so you walk into every intake call prepared.
WHO IT'S FOR
You want your trademark intake to be organized, professional, and consistent from the first client touchpoint.
✓ You're tired of collecting client information through scattered emails and follow-up questions
✓You want a branded intake form that matches the professional experience you deliver
✓ You want clients to come to intake calls prepared - with the right information already submitted
✓ You want a digital fillable option so clients don't have to print anything
✓ You're a solo or boutique trademark attorney building a consistent client intake process
No - this template was built specifically for Canva and is only editable there.
Not at all - a free Canva account works perfectly for editing and customizing the template.
Yes - lifetime updates are included. If there are any improvements or additions, you'll receive access automatically.
Due to the nature of digital products, all sales are final. If you have questions before purchasing, use the chat at the bottom of the screen - allow 24-48 hours for a response.
NEW TRADEMARK CLIENT INTAKE FORM TEMPLATES
$47
One-time payment · Canva + Fillable PDF
5 Canva intake form templates - U.S. Letter size
2 cover pages - branded and professional
Fillable PDF version - clients complete digitally
Bonus: International Classes Goods & Services Guide
Bonus: Specimen Goods & Services Example Chart
Bonus: Client Questions Page
Free Canva account works · Lifetime updates included
EXPLORE THE SHOP
Beyond the Vault, Legal Oats has everything your practice needs, from copyright templates to SOPs, intake forms to marketing tools.