Category Archives: Deadlines

Calendar Integration for Deadline Tracking

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You can now integrate TM TKO’s new Deadlines feature with your preferred calendar. Go to a Portfolio that includes Deadline tracking, and go to the Deadlines tab. Then, in the upper-right corner, select Tools -> Calendar Feed.

On the next page, click “Start Publication.” You will get a secret address URL to your Calendar in the standard iCal format.

Calendar applications generally include the capability to subscribe to a calendar published in the iCal format with a secret address URL. Documentation for adding this iCal link to several common calendars follows:

We hope you find this calendar integration a useful addition, and helpful for keeping atop your trademark prosecution to-do list!

New! Trademark Deadline Tracking

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TM TKO is excited to announce a major expansion of the functionality of its Portfolios feature. Now, in addition to built-in conflict checking and automated watch setup, all Portfolios have a “Deadline” tab. It tracks and automatically generates deadlines for more than 4,000 prosecution events, and automatically shows the next upcoming prosecution deadlines for filings in the Portfolio in any of the jurisdictions where TM TKO offers coverage: US, Canada, Mexico, Australia, New Zealand, European Union IPO, France, Germany, Spain, the UK, and WIPO. Individual trademark records now also have a detailed history of past and future deadlines.

Setting up a Portfolio takes under a minute – just go to the Portfolio page. For instructions, go to the Portfolio help page or see our more detailed blog post.

Never forget a deadline with automatic updates

Attorney Portfolios that include deadline watching – a simple checkbox on your Portfolio setup page – will include automatic weekly update emails. While you sip your Monday morning coffee, go through short, actionable lists:

– deadlines due within the next period;
– deadline periods that opened in the last period; and
– deadlines that closed in the last period.

Or, hop on the TM TKO platform and view the Deadline tab for that Portfolio to get a broader horizon of upcoming deadlines. It’s simpler than ever to keep track of what you need to be doing to stay on top of your practice.

What’s the cost?

Deadline tracking via Portfolios is included in your TM TKO subscription. There is no change in price, just an increase in functionality. 

Bulk Knockout Search – Now Included at No Extra Charge

Bulk Knockout Search is now included for all subscribers with no additional charge. Bulk search lets you quickly input details for a large number of searches at once, and gives you a convenient summary report “on top” of your individual search reports. It’s a super-efficient way to run and review large numbers of reports for a brainstorming client, to effectively manage a large, catalog-type clearance project, and more.

What’s coming next?

TM TKO has many projects underway already. In 2023, TM TKO will expand the new deadline-related features, incorporate TTAB data, expand our international coverage for both search and deadline purposes, continue to advance search, and so much more. We’re looking forward to 2023 being our best year yet.

Setting up Portfolios for International Deadline Tracking

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This blog post expands on TM TKO’s new Deadline tracking feature, and provides more detail about how to set up a Portfolio to get the most coverage.

Most TM TKO subscribers use Portfolios as a convenient way to set up watches for a large number of marks at one time. In the US, this is usually done using the correspondent e-mail address; in other countries, attorney or firm name are most common.

When it comes to watching, a streamlined Portfolio is the best. You want to pick a country, usually your “home” jurisdiction, as the base for all your watches — there is no point in having 6 watches for the mark XYZ, all for the same services, just because it’s registered in 6 jurisdictions.

But, Portfolios are very flexible — any search strategy can define a Portfolio. Firms that do dispute-related work for clients that have in-house counsel will often set up a Portfolio for that client based on the Owner name field.

When it comes to deadline tracking, though, you want a comprehensive Portfolio. If your work is all in one jurisdiction, you are already done — the same Portfolio for watch will work perfectly. The “Watch deadlines” option will already be turned on for you. If you’re doing international work as well, you will want a couple of additional steps. The best bet is to set up a supplementary Portfolio to just do deadline tracking.

First, at the top of the setup page, change the Home Jurisdiction to everything — hit “Select All.”

Second, at the bottom of the setup page, make sure to turn off “Watch Similarity” on this Portfolio, to make sure you don’t get a bunch of duplicate watches.

Finally, you’ll want to use two approaches to setting the membership criteria: (a) set up your usual identifier (email/firm/name) in one field, connected by an OR to (b) a group (via “add group”) where you set up a set of Owner fields with “phrase” matching, also connected by an OR. So you’ll end up with something like this:

As you need to add extra companies for international coverage, just Edit this Portfolio — “Add Rule” in the company group and add the new name.

If you have any questions or need a hand in setting up Portfolios to maximize your Deadline tracking, don’t hesitate to email us or set up a time for a web meeting from inside the platform — we are always happy to help.