Trademark Inquiry Form Template

Give every trademark consultation a head start. This inquiry form collects the mark name, trademark type, goods or services categories, target jurisdictions, and prior search status — so your trademark attorney walks into every consultation already knowing the scope, complexity, and likely conflicts to address.

Free for non-commercial projects, with unlimited forms and responses.

Last updated

The starting point

About this template

A trademark represents one of the most valuable and longest-lasting assets a brand can own. But the path from a great business name to a registered trademark involves class selection, clearance searches, application strategy, and ongoing maintenance — nuances that are easy to get wrong without professional guidance. A trademark inquiry form ensures prospective clients arrive at their first consultation with the foundational information already documented.

More about this template

The goods and services category selection in this form is particularly important. The United States Patent and Trademark Office (USPTO) registers trademarks in one or more of 45 classes covering specific goods and services. Selecting the right classes determines the scope of protection — and choosing too few classes is a common, costly mistake. By surfacing this question before the consultation, attorneys can prepare relevant class recommendations and cost estimates in advance.

formformform makes it easy to add this form to your trademark services page, embed it in a 'Start Your Trademark' CTA button, or share the link in response to social media inquiries. Every submission arrives timestamped with the full mark details, so you can run a quick USPTO preliminary search before the consultation and come prepared with actionable information.

10 fields to make your own8 required in this starting form

Make it fit your workflow.

Use your own copy to change labels, remove questions and add the details you need. Try the preview alongside this guide to see what respondents will be asked.

The questions, explained

Fields in this template

Review the starting questions and choices. You can change them in your own copy.

  • Short answerRequired

    Your Full Name

    Chris Patel

  • Email addressRequired

    Email Address

    chris@yourbrand.com

  • Phone numberOptional

    Phone Number

    (555) 567-8901

  • Short answerRequired

    Business Name

    Patel Creative Studio

  • Short answerRequired

    Name or Phrase to Trademark

    e.g. APEX PRO, Just Breathe, etc.

  • DropdownRequired

    Type of Trademark

    6 choices
    • Word mark — the name or phrase itself
    • Logo / Design mark — a graphic or stylized logo
    • Slogan / Tagline — a phrase used in marketing
    • Trade dress — distinctive product appearance or packaging
    • Sound mark — a distinctive audio identifier
    • Not sure — I need guidance
  • Multiple choiceRequired

    Goods or Services Categories (select all that apply)

    12 choices
    • Clothing and apparel
    • Food and beverages
    • Technology and software
    • Health and beauty
    • Business and professional services
    • Entertainment and media
    • Education and training
    • Retail and e-commerce
    • Financial services
    • Healthcare services
    • Construction and manufacturing
    • Other
  • DropdownRequired

    Jurisdictions for Registration

    7 choices
    • US only (USPTO)
    • US + European Union (EUIPO)
    • US + United Kingdom (UKIPO)
    • US + Canada
    • International (WIPO Madrid Protocol)
    • Specific countries — I'll describe in my questions
    • Not sure — I need guidance
  • Single choiceRequired

    Have you conducted a trademark search?

    4 choices
    • Yes, I've done a preliminary search and found no conflicts
    • Yes, but I found potential conflicts I need to discuss
    • No, I haven't done a search yet
    • Not sure what a trademark search involves
  • Long answerOptional

    Questions for the trademark attorney

    What would you like to know about the trademark process, timeline, costs, or your specific situation?

Where it fits

Who uses this template

Suggested uses, and why this starting point can help. Adapt the questions to your own process.

IP and trademark attorneys

Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Type of Trademark” in particular and adapt it to the detail you need.

Brand consultancies

Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “Goods or Services Categories (select all that apply)” in particular and adapt it to the detail you need.

Online trademark filing services

Asks the number of franchised locations and target geographic expansion to scope international registration needs alongside the US filing.

Business formation firms

Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Have you conducted a trademark search?” in particular and adapt it to the detail you need.

Creative agencies protecting client brands

Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “Questions for the trademark attorney” in particular and adapt it to the detail you need.

Startups protecting product names

Collect answers in a consistent structure, so you can compare responses while keeping each person’s explanation in context. Review “Type of Trademark” in particular and adapt it to the detail you need.

E-commerce sellers protecting brand names

Asks for the Amazon ASIN or marketplace listing alongside the brand name so the attorney can assess brand registry requirements simultaneously.

Franchise businesses

Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Jurisdictions for Registration” in particular and adapt it to the detail you need.

What's included

Mark type dropdown with plain-language descriptions
Goods and services category checkbox covering all major classes
Jurisdiction dropdown including USPTO, EUIPO, WIPO Madrid Protocol
Prior trademark search status radio for risk assessment
Business name and mark name fields for conflict database lookups
Open-ended attorney questions field
Instant notification so attorneys can prepare before the consultation

How to create a trademark inquiry form

  1. 1

    Click 'Use this template' to load the trademark inquiry form into your formformform account.

  2. 2

    Update the intro paragraph with your firm's trademark experience, turnaround time, and pricing transparency.

  3. 3

    Expand the goods and services categories to include niche classes relevant to your typical clients.

  4. 4

    Add jurisdiction options specific to your firm's international registration capabilities.

  5. 5

    Set up email notifications for your trademark team so they can run preliminary searches immediately after submission.

  6. 6

    Embed the form on your trademark services page and add a prominent CTA button linking to it from your homepage.

Best practices for your trademark inquiry form

Run a quick USPTO TESS search before the consultation

having even a preliminary conflict list shows clients you're prepared and builds immediate credibility.

Explain class selection in your consultation

many clients choose the wrong number of classes. Use the categories field to open a productive conversation about scope vs. cost trade-offs.

Address the search status field directly

clients who have 'found potential conflicts' are your highest-urgency prospects. They often need a strategy call, not a standard intake process.

Set realistic timeline expectations upfront

USPTO trademark registration typically takes 12-18 months. Clients who understand this timeline in advance are easier to manage.

Flag international inquiries for specialist review

WIPO Madrid Protocol and EU trademark filings have different requirements and fees. Identify these early to route to the right attorney.

Educate on the difference between ™ and ® in your confirmation message

many clients don't know they can use ™ immediately while registration is pending.

12 form ideas you can build with this template

Startup Brand Name Trademark Inquiry

Captures the startup's funding stage so the attorney can recommend the right scope of protection and prioritize classes most likely to attract investor scrutiny.

E-Commerce Private Label Trademark Form

Asks for the Amazon ASIN or marketplace listing alongside the brand name so the attorney can assess brand registry requirements simultaneously.

Restaurant Name and Logo Trademark Form

Collects the name, logo design description, and whether the restaurant operates regionally or nationally to scope a state vs. federal registration strategy.

App Name Trademark Inquiry

Captures the app store category and whether the name is also used as a domain so the attorney can address both trademark and domain conflict issues together.

Fashion Brand Trademark Form

Asks whether the client is trademarking a word mark, design mark, or trade dress (distinctive packaging or product appearance) for clothing lines.

Podcast Name Trademark Inquiry

Collects the podcast topic category, distribution platforms, and whether the name is also used for merchandise to identify all relevant trademark classes.

Franchise Brand Trademark Inquiry

Asks the number of franchised locations and target geographic expansion to scope international registration needs alongside the US filing.

Non-Profit Name Trademark Form

Captures the organization's mission category and whether they sell branded merchandise alongside services, which affects class selection recommendations.

Sports Team Name Trademark Inquiry

Asks whether the team operates at amateur, semi-professional, or professional level and which merchandise categories they license to determine class priority.

Music Artist Name Trademark Form

Collects whether the artist is trademarking a stage name, a band name, or an album title, and which merchandise categories they sell.

SaaS Platform Trademark Inquiry

Captures the software category, primary markets (US vs. EU), and whether the same name is used for physical goods like branded hardware.

Cosmetics Brand Trademark Form

Asks for the product line scope (skincare, haircare, makeup) and target markets to select the correct international trademark classes for a global beauty brand.

Frequently asked questions

How long does the trademark registration process take?

In the US, trademark registration typically takes 12-18 months from filing to registration if no issues arise. The timeline can be shorter with priority examination requests or longer if there are office actions or oppositions.

What is the difference between a word mark and a design mark?

A word mark protects the name or phrase itself, regardless of font or stylization — giving the broadest protection. A design mark protects a specific logo or stylized version of a name. Many businesses register both to maximize protection.

Do I need to trademark in every country where I do business?

Trademark rights are territorial, meaning a US registration doesn't protect you in the EU or Canada. The WIPO Madrid Protocol allows you to file in multiple countries through a single international application, which can be more cost-effective than separate filings.

What happens if my trademark conflicts with an existing one?

The USPTO will issue an office action citing the conflict, which you must respond to within three months. An attorney can help you argue coexistence, narrow your class selection, or redesign the mark to avoid the conflict.

Can I use my trademark before it's officially registered?

Yes. You can use the ™ symbol as soon as you start using a mark in commerce to signal that you're claiming trademark rights. The ® symbol can only be used after registration is officially granted.

Related templates

More Legal form templates

View all Legal form templates →

Want a second opinion?

Explore how formformform fits the forms you need to build.

Opens with product context and a link to this page.

View or copy the prompt

Start with the Trademark Inquiry Form template

Free for non-commercial projects, with unlimited forms and responses.

Use this template