Systems & Automations

  • $47

Legal Remote New Hire (Contractor) Toolkit {Google Docs}

Foundational for onboarding new hires (Assistants, Law Clerk, Paralegal, and Social Media Manager), there's no need to spend time gathering all the information. Use the toolkit to guide the new hire process and save yourself the hassle.

  • $77

Micro-SOP Magic Template Toolkit

The Micro-SOP Magic is an essential toolkit designed specifically for trademark attorneys. It includes a meticulously crafted standard operating procedure (SOP) template along with a variety of pre-built templates. This toolkit not only enhances the precision of the SOPs but also significantly accelerates the workflow, allowing attorneys to create high-quality documents more quickly and efficiently.

  • $67

New Trademark Client Welcome Packet Template (Canva)

Have you been looking for a welcome packet template specifically for your New Trademark Clients? You found it!!   Start your client onboarding process the right way with this as a blueprint for the client's trademark journey.

  • $97

One-Click Trio™ 2.0: Trademark Docket Tracker (U.S. + Canada)

Meet the One-Click Trio™ 2.0 - your upgraded trademark docket tracker for U.S. and Canada. Built for trademark attorneys and small firms who need a quick, reliable way to stay on top of Office Action deadlines, this Google Sheet automates key date calculations and keeps everything organized in one place. Ready to simplify your trademark tracking? Download your copy and start in minutes.

  • $88

Trademark Caseflow SOPs: Foundation Edition

Before adding a new team member, make sure your practice is ready. This must-read guide walks solo and small boutique trademark attorneys through the three critical caseflows that determine whether delegation will reduce stress or create more oversight.

  • $47

Trademark Monitoring/Enforcement Workflow Guide [Google Docs]

Workflows and Checklists, oh myyyy. That's right! Here's a general, but comprehensive workflow guide to your Trademark Monitoring/Enforcement Services in your Trademark practice!

  • $19

Trademark Sponsorship: SOP Checklist+BONUS Email Template+LOOM Video (Attorney Use)

As you know, the USPTO requires trademark sponsorship for any attorney support. The team member should be able to verify their identity and be sponsored by a verified Attorney. 
 Grab this Checklist to help you with this step, and include an email template to send to legal staff as a BONUS!!!

  • $67

Trademark [VIP Day] Canned Email & Templates

Your Trademark VIP Day Canned Email Templates time saver MUST-HAVE if you're starting your VIP Day and don't have to start from scratch - drafting email templates. Your prayers have been answered!

  • $77

Trigger-Ready SOP System Template

A streamlined, ready-to-use Standard Operating Procedure (SOP) template crafted for trademark attorneys and legal professionals. This system-style format guides you through each step, trigger, and internal action needed to standardize your trademark intake or deadline process—without the overwhelm.

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More Tools for the Modern IP Firm

Beyond the Vault, Legal Oats has everything your practice needs, from copyright templates to SOPs, intake forms to marketing tools.