Filed Sept. 18, 2025

Serial No. 99401152

Examining Attorney null

Class Downloadable software for business process management and workflow automation; Downloadable software for use as a collaborative artificial intelligence (AI) assistant; Downloadable software using artificial intelligence (AI) powered by large language models (LLMs) for meeting preparation, in-meeting support, document management, automated customer messaging, identifying sales opportunities, and integration with customer relationship management (CRM) software in the fields of finance, insurance, and advisory services; Downloadable agentic artificial intelligence (AI) software for performing task orchestration and multi-step workflow execution, namely, updating customer relationship management (CRM) software, opening accounts, client onboarding, transaction initiation, document generation, and task management; 021; 023; 026; 036; 038; 100; 101

Case Type Trademark Service mark