TRADEMARK MONITORING · CLIENT INTAKE
A fillable Google Doc intake form built specifically for trademark monitoring and enforcement services. Send it as a link, get it back complete, and start the process with nothing missing.
One-time · $19 · Google Docs
WHAT IS IT?
When a new client comes in for trademark monitoring or enforcement services, you need specific information before anything else can move forward. This fillable Google Doc form collects exactly what you need - organized, easy for the client to complete, and ready to drop straight into your workflow.
Share it as a link from social media, email, or your CRM. Works on any device. No extra software needed.
WHY ATTORNEYS USE IT
Three things this form does for your practice immediately.
Send as a link from email, social media, or your CRM. Clients can complete it on any device — no login required.
Add it to your monitoring onboarding process manually or plug it into your automation tool as a triggered step.
Store completed forms in your firm's Google Drive so every monitoring client's intake information is always at your fingertips.
Already have the SAPR Trademark Email Vault?
Good news - if you have the Vault, you already have access to email templates for the monitoring intake process. This form pairs directly with those emails, so your full monitoring onboarding is covered end-to-end. Check out the Vault →
TRADEMARK MONITORING NEW CLIENT INTAKE INQUIRY FORM
$19
One-time payment · Google Docs
Fillable Google Doc intake form
Built for trademark monitoring & enforcement clients
Shareable as a link - works on any device
Easy to add to any CRM or workflow automation
Pairs with the SAPR Email Vault monitoring templates
NEED THE FULL MONITORING SYSTEM?
The Trademark Monitoring/Enforcement Workflow Guide gives you 7 done-for-you workflows and 4 visual flowcharts covering every stage of monitoring and enforcement - from existing client onboarding to cease and desist situations. Built from direct requests by trademark attorneys.
EXPLORE THE SHOP
Beyond the Vault, Legal Oats has everything your practice needs, from copyright templates to SOPs, intake forms to marketing tools.
You've made it to the bottom - find exactly what you need up top.