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FIDUCIARY-GRADE AI

99740814 | Trademark

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Filed April 2, 2026
Serial No. 99740814
Examining Attorney JUSTINE N BURKE
Class Downloadable computer software for legal research featuring artificial intelligence; downloadable computer software for integrating legal research applications with computer operating systems and desktop software featuring artificial intelligence; downloadable computer software for document management featuring artificial intelligence; downloadable computer software for legal documents and legal matter management featuring artificial intelligence; downloadable computer software for accessing, sharing, scanning and searching files featuring artificial intelligence; downloadable computer software for managing electronic media and information via computer and communication networks featuring artificial intelligence; downloadable computer software for collaboration, project management, and workflow featuring artificial intelligence; downloadable cloud computing software providing web-based access to applications and services through a web operating system or portal interface featuring artificial intelligence; downloadable virtual data room software, legal due diligence software, collaboration software, and publishing software featuring artificial intelligence; downloadable computer software featuring artificial intelligence for use on tax form preparation tasks in the accounting field; downloadable computer software featuring artificial intelligence for client income tax related data collection, organization, and management; downloadable computer software featuring artificial intelligence for use in connection with audit workflow, namely, dynamic workflow processes for audits of financial statements; downloadable computer programs featuring artificial intelligence that provide tax and financial data to be used for regulatory compliance research and analysis for corporate taxpayers and professionals; downloadable electronic publications, namely, news bulletins, journals, practice notes, and document checklists, in the fields of law, tax, auditing, and accounting featurin; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 102; 100; 101; 107; 100; 101; 100; 101
FIDUCIARY-GRADE AI
Case Type Trademark Service mark
Status A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 2 days, 15 hours ago
Filing Date # Docket Text