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99824228 | Trademark

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Filed May 14, 2026
Serial No. 99824228
Examining Attorney null
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
Z
Case Type Trademark Service mark
Status Applicant's response to a non-final Office action has been entered. The application is being returned to the examining attorney for further review. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 13 hours ago
Filing Date # Docket Text