TMarky: Attorney-Ready Trademark Intake Summaries

Problem Statement

First-time trademark filers walk into attorney meetings unprepared, spending expensive billable hours reciting basic facts about their business and mark instead of discussing strategy. Disorganized intake burns money and slows the filing down before it even starts.

Solution

TMarky asks a short sequence of plain-English questions about the mark, the business, and how it's used, then compiles the answers into a clean, attorney-ready intake summary users can print or hand over directly — with no signup required and an explicit not-legal-advice framing throughout.

Our Approach

We scoped the wizard to the handful of facts a trademark attorney actually needs at intake — the mark itself, the goods and services it covers, first-use dates, and how it's currently used in commerce — and built a plain-language question flow that avoids legal jargon. Answers are compiled into a structured, printable summary so nothing has to be typed twice, and for the guided wizard path, nothing leaves the user's device.

Key Features

• •Plain-English question flow mapped directly to what an attorney needs at intake
• •Attorney-ready, printable summary generated automatically from the answers
• •Privacy-first wizard path — no account required and nothing leaves your device

Results

TMarky turns a first trademark consultation from a fact-finding session into a strategy session, and shows how a narrowly-scoped intake tool can save billable time without ever attempting to replace an attorney's legal judgment.

Challenges

The hardest part was drawing a clear line between organizing facts for an attorney and giving legal advice. Every question and every line of the generated summary had to stay strictly descriptive, so we kept the tool to fact collection with explicit not-legal-advice framing repeated at each step, not just in a footer.

Lessons Learned

For tools that sit next to a regulated profession like law, a single disclaimer footer isn't enough — the caveat has to be repeated at each decision point a user could mistake for advice, or trust erodes the moment the tool feels like it's making a judgment call it shouldn't.

Tech Stack

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