Stop Wasting Hours on Office Actions. Start Triage Instead
The OA Triage™ Checklist was created to help solo trademark attorneys quickly and efficiently manage Office Actions by focusing on intake, summarization, and delegation. This template provides a structured, handoff-ready workflow that allows you to capture all OA details, summarize refusals, assign tasks to your team, and track deadlines - all in a repeatable and consistent way.
It’s important to note that this checklist is not a draft.
Instead, it serves as a foundation for your team, providing clerks or paralegals with everything they need to start working immediately, without requiring you to explain each step. When paired with the Office Action Workflow Bundle, the checklist seamlessly becomes the starting point for your actual OA draft, making the drafting process faster and more organized while keeping you focused on strategy rather than setup.
So here's the thing...
Your law clerk asks, “Where do I start?”
Instead of delegating, you think, I’ll just do it myself.
That’s not delegation. That’s a bottleneck.
The OA Triage Checklist is your solution to break the cycle.
If you’re a solo trademark attorney, you know how quickly an Office Action can turn into chaos: missed deadlines, endless back-and-forth with clerks, and hours lost figuring out where to start.
Cut your OA review time by half.
Hand off 70% of OA prep work to your clerk without repeating yourself.
You Might Be Thinking...
Just like in medicine, triage means sorting, prioritizing, and acting on what matters most - first. You’re not doing everything at once. You’re organizing the chaos so your response stays on track.
Is built for solos scaling with support
Prevents bottlenecks and rework
Empowers clerks to build drafts while you focus on strategy
A Trusted Customer
✔ Capture key OA details immediately: deadlines, examiner notes, cited marks
✔ Break refusals into actionable, easy-to-follow summaries
✔ Assign tasks to clerks without repeating instructions
✔ Maintain a clean, organized foundation for drafting
A structured, attorney-ready template broken into 6 modules:
Module 1: Welcome & Overview - understand how the checklist creates a clear handoff to your team
Module 2: OA Intake Details - log deadlines, examiner notes, and context for each OA
Module 3: Summary of Refusals - create actionable refusal summaries ready for delegation
Module 4: Action Steps & Assignments - assign research and prep tasks to your team
Module 5: Version Update Control & Deadlines - track updates and prevent duplication
Module 6: Next Steps - prep for drafting, optionally feeding directly into the Start the Shadow Draft™ Bundle
FAQs
Streamline your Office Action process from triage to drafting to client communication - all in one package.
Nope. These tools work whether you’re using a docketing system or tracking things manually.
Absolutely. The checklist and draft bundle were built to make delegation easier.
That’s exactly why this bundle exists. The OA Triage™ Checklist provides clerks with a clear framework for identifying and categorizing issues, while the Start the Shadow Draft™ Bundle offers structured guidance, ensuring they don’t start from a blank page. Even if their writing isn’t polished, you’ll have a solid draft to refine - which saves you time and ensures the legal analysis stays on track.
Not at all. The checklist is your first filter; it helps you capture, sort, and prioritize the issues in an OA before you start writing. Think of it as the roadmap that makes drafting easier. The drafting itself happens in the Start the Shadow Draft™ Bundle, which picks up where the checklist leaves off.
Yes! That’s the point. Instead of reinventing the wheel for every OA, you’ll have a framework ready to go.
No. The checklist is a first-step tool for identifying and organizing issues. It helps you decide what needs attention before you (or your clerk) start drafting. Think of it as a roadmap, not the final draft.
Go with the Checklist if you want to start small and focus on issue-spotting.
Go with the Workflow Bundle if you want the full, stress-free system from start to finish.
OA Triage™ Checklist
Capture all deadlines, refusals, intake notes, and assignments in one organized, version-controlled place. Hand off to your clerk or paralegal immediately.
Save and grab the entire Office Action Workflow Bundle:
Use your completed checklist as the working foundation for drafting. This ensures your clerks can draft effectively while you focus on strategy.
Prevent bottlenecks and duplicated work
Empower your clerks to do the heavy lifting
Keep your brain free for high-level legal strategy