IP Strategy & Trademark Bundle

Complete IP Foundation for Founders Building Brands That Last.

Build My Brand Strategy →

Schedule A Consultation

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:

  • Founders launching brands with serious long-term intent

  • Business owners with existing brands who need a complete IP audit and protection plan

  • Entrepreneurs expanding product lines or entering new markets

  • Companies building a portfolio of marks, products, or licensed content

  • 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.

Trademark portfolio map with IP strategy documents, gold pen, and registered trademark classifications — intellectual property planning for small business founders

Start My Risk Assessment →

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.

IP Strategy & Trademark Bundle

$3,500 + USPTO Fees

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.

Build My Brand Strategy →

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

Build My Brand Strategy →

IP assignment agreement and NDA documents in navy leather folio with registered trademark symbol — intellectual property agreements for founders Lamar Legal

Frequently Asked
Questions –
IP Strategy & Trademark Bundle

  • What IP agreements are included in the bundle?

    Q: What IP agreements are included in the bundle?

    A: We draft two standard IP agreements as part of the bundle. The specific agreements depend on your needs—common options include a non-disclosure agreement (NDA), IP assignment agreement, work-for-hire agreement, or a basic licensing agreement. We discuss the best fit during the strategy session, so you leave with agreements that actually match how your business operates.

  • The bundle includes search for two marks—does that mean both are filed?

    Q: The bundle includes search for two marks—does that mean both are filed?

    A: We conduct the comprehensive search for up to two marks. However, the bundle covers federal filing for one mark only. If you want to file the second mark as well, additional filing fees apply. We provide a clear cost estimate before you decide how to proceed.

  • What is portfolio mapping?

    Q: What is portfolio mapping?

    A: Portfolio mapping is the process where our attorney reviews all the brand elements your business uses—names, logos, slogans, product names, and more—to identify what is worth protecting, in which classes, and in what order of priority. Rather than reacting to problems after they arise, portfolio mapping lets you build a proactive IP protection plan from the start.

  • Can I add the second mark filing to the bundle?

    Q: Can I add the second mark filing to the bundle?

    A: Yes. Once the second mark clears the search and you want to move forward, we provide a quote for the additional filing at that time. Additional class searches run $225 each and additional class filings run $725 each, plus USPTO fees.

  • How is this different from just filing a trademark application?

    Q: How is this different from just filing a trademark application?

    A: Our Federal Trademark Application service covers a single filing with standard search and monitoring. The IP Strategy Bundle, by contrast, adds a full strategic planning layer—portfolio mapping, IP agreement drafting, a multi-mark search, and two consultation sessions. In short, it is for founders who are building a brand over the long term, not just protecting a single name.

  • What is a non-substantive Office Action?

    Q: What is a non-substantive Office Action?

    A: A non-substantive Office Action is a routine USPTO request for clarification or a minor correction—for example, a request to clarify the identification of goods/services or to fix a minor application deficiency. We typically resolve these in 20 minutes or less, and our response falls within the bundle. Substantive Office Actions, on the other hand, involve legal refusals such as likelihood of confusion or descriptiveness. Because those require a more detailed legal argument, we handle them separately.

  • Is a strategy consultation right for me if I have an existing trademark?

    Q: Is a strategy consultation right for me if I have an existing trademark?

    A: Yes—and in fact, many clients come to us with one or more existing marks but no broader IP strategy. A strategy session helps you identify gaps, review the strength of what you already own, and plan next steps as your business grows.

Build My Brand Strategy

Strategic Oversight from Search to Certificate. Begin by completing our secure intake form.

Start Trademark Risk Assessment →

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.