Scope of Work
Precise list of services (clearance searches, application preparation, prosecution, oppositions, maintenance filings) and any excluded tasks to avoid scope creep.
An engagement letter clarifies responsibilities, reduces dispute risk over scope and fees, preserves client privileges appropriately, and documents consent to representation. It also establishes timing, who signs, and whether electronic execution is acceptable under ESIGN (15 U.S.C. §7001) or UETA.
Engagement letters are used whenever legal trademark services are retained, from single filings to ongoing portfolios.
They serve as the operative contract that guides client and counsel interactions throughout the trademark lifecycle.
A licensed attorney or law firm partner signs to accept representation, setting scope, fee arrangements, and retention rules. The letter establishes the firm’s responsibilities for searches, filings, office action responses, and reporting.
The individual or corporate officer authorized to retain counsel signs to confirm scope, provide billing instructions, and designate authorized decision-makers. Accurate legal name and authority are required to avoid later challenges.
Precise list of services (clearance searches, application preparation, prosecution, oppositions, maintenance filings) and any excluded tasks to avoid scope creep.
State fixed fees, hourly rates, retainer amounts, estimated disbursements, and billing frequency so clients understand cost expectations and payment terms.
Describe deliverables (search reports, filed application copies, office action responses) and the format or platform to be used for delivery.
Specify what the client must provide (evidence of use, specimen, assignment documents, decision authority) and deadlines for responses.
Address privileged communications, ownership of work product, and any IP assignment or licensing obligations required for filings.
Explain termination mechanics, final accounting, file transfer, and how fee disputes or malpractice claims will be handled.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel signing as required |
| Authentication | Email link, SMS code, or KBA-based verification |
| Template Name | Save as 'Trademark Engagement Letter' template |
| Auto-Reminders | Enable to reduce unsigned document lag |
Ensure the chosen platform supports secure storage, audit trails, and any required compliance features such as HIPAA BAA or 21 CFR Part 11 where applicable.
Respond typically within 6 months to avoid abandonment
File between fifth and sixth year after registration
Renew every 10 years; USPTO fee per class applies
For ITU basis, file within allowed extension period after Notice of Allowance
Observe Paris Convention 6-month or Madrid deadlines
Define objectives and search parameters
Complete searches and analyze risks
File with USPTO and confirm receipt
Manage Section 8 and renewal filings
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Yes | Yes | Yes | Yes |
| Bulk Send | Yes (premium tiers) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
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