Ready-Made Trademark SOPs to Streamline Admin Work Safely
12 step-by-step SOPs covering intake, filings, deadlines, and client communication, everything your assistant needs to execute admin tasks while you stay in control.
This Notion template includes the Trademark Caseflow SOPs: Foundation Edition. It is a set of ready-made procedures for attorneys who are hiring or managing administrative assistants in a trademark practice.
The SOPs cover administrative tasks only, with clear points where the attorney must review or approve. They are designed to reduce mistakes, prevent back-and-forth, and make it easy to hand off work without shifting legal responsibility.
This is not a paralegal training program and does not require prior trademark experience. Each SOP is written so an assistant can follow the steps directly, while the attorney keeps full control over all legal decisions.
This system works because it separates administrative execution from attorney judgment.
Each SOP documents the steps an assistant can complete without making legal decisions. Review points are clearly identified so the attorney remains responsible for all substantive work. This reduces confusion, repeat questions, and missed steps while keeping oversight intact.
The SOPs reflect how trademark matters are actually handled in practice and are written to be followed in order.
This template is for trademark attorneys who work with administrative assistants and want clear, written processes for trademark support tasks.
It is appropriate for:
Solo and small trademark practices
Attorneys hiring or onboarding support staff
Firms seeking consistency across matters
This template is not intended for paralegal training or legal analysis.
The template is provided in Notion.
The Trademark Caseflow SOPs: Foundation Edition is designed to save you time, reduce errors, and make delegation to your administrative assistant simple and safe.
12 ready-made SOPs for intake, filings, prosecution, maintenance, and client communication
Step-by-step execution for assistants, with attorney review points clearly marked
Delivered as a Notion template, you can copy, customize, and implement immediately
For a firm-ready, structured system to handle trademark admin work without overloading your schedule, the investment is $88