IP Strategy & Trademark Bundle
Complete IP Foundation for Founders Building Brands That Last.
IP Strategy & Trademark Bundle
Your intellectual property is more than a trademark filing. In fact, it is the framework that protects your brand identity, governs how others use your work, and positions you for growth—whether you are expanding into new markets, raising capital, or licensing your brand.
That is why our IP Strategy & Trademark Bundle combines strategic planning, comprehensive trademark protection, and foundational IP agreements into one flat-fee engagement—designed for founders who are building seriously.
Who This Service Is For
We built the IP Strategy & Trademark Bundle for founders and business owners who treat their brand as an asset, not an afterthought. Specifically, this service fits:
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Founders launching brands with serious long-term intent
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Business owners with existing brands who need a complete IP audit and protection plan
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Entrepreneurs expanding product lines or entering new markets
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Companies building a portfolio of marks, products, or licensed content
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Founders preparing for investment, licensing, or acquisition
If you are still evaluating a name before committing to a direction, start instead with our Trademark Risk Assessment. Similarly, if you are ready to file but do not need the full strategy layer, our Federal Trademark Application service may be a better fit.
What Is Included in the IP Strategy & Trademark Bundle
Comprehensive Brand Protection & IP Planning – $3,500 + USPTO Fees
Our most comprehensive trademark offering, this bundle functions as a strategic engagement rather than a transactional filing. As a result, you get not just a registered mark—but a documented IP foundation your business can build on.
Trademark Risk Application
Strategy Session
60–90 minute IP strategy and planning consultation with the attorney
Additional IP Consultation
1-hour follow-up consultation (post-search or post-filing)
Portfolio Mapping & Risk Analysis
Attorney-led review of your brand assets, IP gaps, and priority filing recommendations
Comprehensive Search (Up to 2 Marks)
Multi-source search including USPTO, state, common law, domain, and social media
Written Legal Opinions
Formal attorney opinion letters for each mark searched
Federal Trademark Filing (1 Mark)
Attorney-drafted USPTO application for one mark
Statement of Use (If Applicable)
Filed when mark moves from intent-to-use to active use in commerce
Monitoring Until Registration
Application tracking and status updates through registration
Non-Substantive Office Action Response
Included for routine USPTO requests
Two Standard IP Agreements Drafted
e.g., NDA, IP Assignment, Work-for-Hire, or Licensing Agreement (attorney selects appropriate forms based on your needs)
Not Included: Substantive Office Action responses, appeals, opposition proceedings, international filings, or filings for the second mark searched.
How IP Strategy Bundle Process Works
Clear structure. Defined scope. No surprises.
Step 1 – Submit the Intake Form
Start by telling us about your brand, your current trademark situation, and your business goals. We review every submission carefully before confirming the engagement.
Step 2 – Strategy Session
Next, we open with a 60–90 minute strategy session. Together, we map your brand assets, identify IP priorities, and align on the filing and documentation plan.
Step 3 – Comprehensive Search & Opinion Letters
From there, we conduct multi-source searches for up to two marks. For each, we deliver a written attorney opinion letter assessing registrability and risk.
Step 4 – Application Filing & IP Agreement Drafting
Once searches clear, we file the federal trademark application for your primary mark. At the same time, we draft two foundational IP agreements tailored to your needs—such as an NDA, IP assignment, work-for-hire agreement, or licensing agreement.
Step 5 – Monitoring & Follow-Up Consultation
Finally, we monitor your application through registration, respond to non-substantive Office Actions, and schedule your follow-up consultation to review status and discuss next steps.
The risk assessment reflects the attorney’s professional opinion based on information available at the time of the search. It does not constitute a guarantee of registration. Trademark availability can change.
Why a Strategy Bundle, Not Just a Filing
Most founders treat trademark registration as a checkbox item. As a result, they end up with a single mark filed in the wrong class, missing coverage for their actual business model, or no legal framework governing how the IP operates internally.
We built the IP Strategy Bundle on a different premise: your trademark is an asset, and assets require a plan—not just a form. Consequently, we work with you to understand where your business is going and build your IP protection to match.
- Identify all marks worth protecting—not just the obvious ones
- Avoid filing in classes that do not match your actual business activities
- Establish foundational agreements that govern IP ownership within your team
- Create a documented IP portfolio that adds value for investors and partners
Frequently Asked
Questions –
Trademark Risk
Assessment
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Is a trademark search required before filing?
Q: Is a trademark search required before filing?
A: The law does not require it—but trademark attorneys strongly recommend it, and so does the USPTO itself. Filing without a professional search creates significant risk: the USPTO may reject your application for likelihood of confusion, you may waste filing fees, and existing mark holders may pursue legal claims. For that reason, our Federal Trademark Application service includes a comprehensive search as a standard part of the engagement.
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What is the difference between an automated search and an attorney-conducted search?
Q: What is the difference between an automated search and an attorney-conducted search?
A: Automated search tools query only the USPTO database and return results without any legal analysis. By contrast, our attorney-conducted search covers multiple sources—federal, state, common law, corporate registrations, domains, and social media—and produces a written legal opinion that analyzes what the results actually mean for your business.
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Does ‘no results’ in a search mean my mark is safe to use?
Q: Does ‘no results’ in a search mean my mark is safe to use?
A: Not necessarily. Unregistered common law use, pending applications, or marks in related classes can all block a mark even when a basic search shows nothing. Because trademark availability is never absolute, the attorney opinion letter explains both the scope of protection and the level of risk our search uncovered.
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What does the opinion letter say if there is a conflict?
Q: What does the opinion letter say if there is a conflict?
A: If we identify a potentially conflicting mark, the opinion letter explains the nature of the conflict, how likely it is to cause a refusal or legal challenge, and the options available to you—which may include modifying the mark, filing in fewer classes, or choosing a different direction.
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Can I use the risk assessment results if I decide to file with a different attorney?
Q: Can I use the risk assessment results if I decide to file with a different attorney?
A: Yes. The written attorney opinion letter belongs to you. You may share it with other counsel or keep it for your own records. However, if you file your trademark application through Lamar Legal, we credit the risk assessment fee toward the Federal Trademark Application service.
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How many classes are covered in the assessment?
Q: How many classes are covered in the assessment?
A: Our standard risk assessment covers up to 3 trademark classes. If your business requires coverage in additional classes, we can discuss an expanded search during intake.
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What is a common law trademark and why does it matter?
Q: What is a common law trademark and why does it matter?
A: A common law trademark arises from actual use of a mark in commerce—even without federal registration. Because of this, a business that has used a name in a geographic area may hold enforceable rights to that name even if it never filed with the USPTO. That is precisely why searching only the federal database is not sufficient for a complete risk assessment.
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What happens after I receive the opinion letter?
Q: What happens after I receive the opinion letter?
A: At that point, you have three paths: proceed with a federal trademark application through Lamar Legal or another attorney, modify your mark and request a new search, or decide not to proceed. We remain available to answer follow-up questions about the opinion letter as part of the engagement.
Start Trademark Risk Assessment
Strategic Oversight from Search to Certificate. Begin by completing our secure intake form.
Lamar Legal PLLC is licensed in the State of Florida. Trademark services are available to clients both nationwide and internationally. This page is Attorney Advertising.