Quick Start Guide

Welcome to GleanMark

GleanMark is a professional trademark search and monitoring platform that helps you protect your brand. This guide will help you get started in just a few minutes.

Step 1: Navigate the Platform

Use the sidebar to access key features:

• Dashboard - Your home page with portfolio overview
• Search - Search the USPTO trademark database
• Portfolios - Organize your trademarks into collections
• Owners - Track trademark owners you want to monitor
• Alerts - View and manage your alert inbox
• Analysis - AI-powered trademark analysis tools
• Settings - Account preferences and billing

Step 2: Search for Trademarks

From the Search page, you can search by:

• Trademark mode - Search by trademark name, mark identification, or serial number
• Owner mode - Search by trademark owner name

Step 3: Create a Portfolio

Organize your trademark monitoring by creating portfolios:

1. Go to Portfolios in the main navigation
2. Click New Portfolio
3. Give your portfolio a name and description
4. Add trademarks from search results

Step 4: Set Up Alerts

GleanMark monitors your trademarks with 5 alert categories:

• Legal Status - Status code changes
• Deadlines - Renewal dates, filing deadlines
• TTAB - Opposition and cancellation proceedings
• Ownership - Assignment and ownership changes
• Similar Marks - Competitive monitoring for similar filings

Configure alert preferences in Settings > Alerts & Notifications.

Step 5: Track Owners

Monitor specific trademark owners with 6 alert categories:

• New Applications - New trademark filings by owner
• Assignments - Assignment to or from owner
• Owner Info - Name and address changes
• Portfolio Events - Publication, registration, renewal, abandonment
• TTAB Activity - TTAB proceedings involving owner
• Citation Alerts - Owner marks cited against other applications

Need Help?

Use the chat widget in the bottom-right corner or visit our Help Center.