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99824228 | Trademark citeCite Docket

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Filed May 14, 2026
Serial No. 99824228
Examining Attorney CHRISTIAN EDMUND MARTIN
Class Downloadable computer software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization in the field of finance; Downloadable computer software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization for financial advisors; 021; 023; 026; 036; 038; 100; 101
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Case Type Trademark Service mark
Status A final Office action refusing registration has been sent (issued) because the applicant neither satisfied nor overcame all requirements and/or refusals previously raised. The applicant may respond by filing (1) a request for reconsideration; and/or (2) an appeal to the Trademark Trial and Appeal Board. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 3 days, 13 hours ago
Filing Date # Docket Text
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