NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
10/07/2025
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Official data from USPTO
INTAPP
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
17
Latest update
10/08/2025
Trademark type
Word
Nice classes
9, 42
Filing date
01/15/2025
Registration date
10/07/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/07/2025
Last transaction
10/08/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
2016-00-00
First use in commerce
2016-00-00
Drawing code
4
Owner type
03
Owner location
Palo Alto, CA
Examiner
BESCH,JAY C
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Integration Appliance, Inc.
Representatives
Monica Riva Talley Sterne, Kessler, Goldstein & Fox P.L.L.C.
Technical classification
Nice Classes
Class 9Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable software using artificial intelligence for summarizinggeneratingquerying various data and content and creating responses based on user queries and user-provided datafor use in operationsfinancebusiness developmentclient relationship managementfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; downloadable software using artificial intelligence to automate capturing business contacts and companiesautomate managing business dealsautomate marketing and other email communications for managing client and other relationshipsautomate pitch and proposal generationfor use in operationsfinancebusiness developmentclient relationship managementfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields
Class 42
providing temporary use of non-downloadable cloud-based software for automatic detectionmanagingsecuringenforcing need-to-know access to confidential and sensitive information for use in riskoperationsfinanceconflictsbusiness developmentclient relationship managementfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software for authorizing access to data and databasesfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software using artificial intelligence for predictive email filing and advanced searching for content managementfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software for digital storagedistributionmanagement of client contracts and obligationsfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; Providing temporary use of non-downloadable cloud-based software for professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software for content management for use in operationsfinancebusiness developmentclient relationship managementfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software for analyzing and validating addressfinancialother information for use in riskoperationsfinanceconflictsbusiness developmentclient relationship managementfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software for creating engagement workflowsgenerating holistic insightsautomating engagement lifecycle managementfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software for automatic detection and management of changes to system access rightsfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software using artificial intelligence for searchingreviewingdistributioncategorization and centralized storage of contractual informationfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software using artificial intelligence for securingenforcing need-to-know access to confidential and sensitive information for use in riskoperationsfinanceconflictsbusiness developmentclient relationship managementfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software for customer relationship managementfinancial risk assessment and financial risk managementworkflow management for use in riskoperationsfinanceconflictsbusiness developmentclient relationship managementfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software using artificial intelligence for recording and submitting accounts of time spend on each engagement for use in operationsfinancebusiness developmentclient relationship managementfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software for analyzing and processing market research for use in riskoperationsfinanceconflictsbusiness developmentclient relationship managementfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software to manage customer lists and projectsfor use in riskoperationsfinanceconflictsbusiness developmentclient relationship managementfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software to conduct financial and ethical due diligence in business relationships through risk-based questionnaires and workflowsfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software using artificial intelligence for conflicts management for the purpose of filtering out irrelevant results and escalating potential issuesfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software using artificial intelligence for prebilling automationgenerating proforma invoicesaccelerating the invoicing processimproving realizationfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields; providing temporary use of non-downloadable cloud-based software for monitoring employees’ financial interests and outside activitiesadherence to internal code of ethics policiestracking required documentation in accordance with compliance requirementsfor professional and financial service firms in the legalaccountingprivate capitalinvestment bankingreal estateconsulting fields
Publications
History of USPTO decisions and trademark events.
17 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
10/07/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/19/2025
PUBO
PUBLISHED FOR OPPOSITION
08/19/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/13/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/15/2025
XAEC
EXAMINER'S AMENDMENT ENTERED
07/15/2025
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
07/15/2025
GNEA
EXAMINERS AMENDMENT E-MAILED
07/15/2025
CNEA
EXAMINERS AMENDMENT -WRITTEN
07/15/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/30/2025
GNRT
NON-FINAL ACTION E-MAILED
06/30/2025
CNRT
NON-FINAL ACTION WRITTEN
06/30/2025
DOCK
ASSIGNED TO EXAMINER
06/24/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/17/2025
NWAP
NEW APPLICATION ENTERED
01/15/2025
MAFR
APPLICATION FILING RECEIPT MAILED
01/15/2025
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