Learn to run clearance searches using TESS (YES, without a report!)

  • "How do I know if two parties' goods and services are too close?"
  • "How do I compare two marks for similarity?"
  • "What if I'm 'on the fence' about two marks?"
  • "What language should I use to explain adverse search results"
  • "How do I CYA?"
  • "What if I never really learned the right way to search at all?" 
  • "What if I'm just starting out and I can't afford search services?"
  • "Is there more I can do with TESS that I don't know about?"

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About this course

If you've found yourself struggling with the search process and asking for answers to any of these questions,'re in the right place!

This SEARCHcademy class is guessed'll learn the RIGHT way to conduct clearance searches, even without a report!

Course Outline

I. Overview of USPTO examination process

  • Standards and criteria for examination of an application 
  • How Examiners are trained

II. Review of the likelihood of confusion standard   

  • Analysis of du Pont Factors  
  • How to compare marks for similarity
  • How to compare goods and services for similarity
  • What to do about marks that are "on the fence" 

III. Overview of the TESS system

  • How it works 
  • Available data 
  • Various types of searches 

IV. Searching (using TESS only)

  • Basic knockout searches 
  • Sample Boolean searches  
  • How to choose keyword operators 
  • How to combine keywords 
  • How to expand a search
  • How to narrow a search 

V. Searching (using Markify)

  • Overview of system
  • Helpful features
  • Sample report and analysis
  • Discount/promotion offer 

VI. Searching (using TrademarkNow)

  • Overview of system
  • Helpful features
  • Sample report and analysis
  • Discount/promotion offer 

VII. Opinion letters

  • Outline of the standard language to include
  • Sample wording for marks that are "on the fence"
  • Disclaimers/CYA issues 

VIII. Client discussion

  • How to explain adverse search results
  • Sample language for phone or in-person conversations
  • Sample answers to frequently asked questions by clients 

IX. Q&A session


"I would highly recommend any of Sonia's classes and if you have the chance to have some of her valuable time -- take it! Cherish it! And then go onward and upward from there! I have quadrupled my filings since taking her course AND have really drilled down the educating piece of my practice. Three cheers for Sonia!" – Brittany Ratelle

"Trademark lawyer lady? More like a trademark lawyer goddess! Ms. Lakhany is an ABSOLUTE GEM! I cannot wait to take more classes with her and be able to build a practice I truly enjoy!" – Niyati Sangani