Client Communication and Notifications
Eliminate “What’s the Status?” Calls
Professional, white-labeled notifications and an instant-access client portal — all sent from your firm’s domain.
Send from your own domain
Elevate your firm’s professionalism with fully white-labeled communications. We set up a custom subdomain like tm.yourfirm.com in minutes — at no extra cost — so every notification email and client portal link appears to come directly from your brand. No generic “no-reply” addresses that client's can't respond to. Behind the scenes, emails are cryptograpically signed with industry-standard DMARC, DKIM, and SPF authentication, dramatically improving deliverability and ensuring critical deadline reminders land in inboxes, not spam folders. Clients trust the message more, open rates soar, and your firm looks polished and competent.
Reach clients the way they prefer
Connect with clients exactly how they want to be reached, without forcing them into another app. Choose from professional emails (from your domain), instant SMS texts, WhatsApp messages, automated voice calls, or even physical postcards and printed letters via integrated mailing services. Full control stays with you: decide precisely which docketing events trigger notifications and to whom — only urgent Office Actions, every renewal reminder, or just registration approvals? Match your practice style and client preferences perfectly, reduce phone tag, and build stronger relationships with communication that feels personal and reliable.
Passwordless client portal + smart reminders
End endless status inquiries with a single magic link you send to any client. No accounts, no passwords, no frustrating logins — they click and instantly see their complete trademark portfolio: every mark, serial number, current status, and upcoming deadlines in a clean, easy-to-understand view. Meanwhile, intelligent reminder sequences run automatically for months leading up to critical dates like Section 8 & 9 renewals or Statements of Use. Pre-configured cadences gently nudge clients without overwhelming them, dramatically reducing abandonments. Clients stay informed and reassured; you save hours on routine updates and focus on higher-value work.
Built to Perform
Automatic docketing • Built-in client reminders • Weekly warm leads • AI that actually saves hours -
All for a predictable price that most firms recover in the first month from prevented abandonments alone.