Free Legal Services Form Template
A legal services form covers contact details, the mark details, the goods or services, where it’ll be used, and the trademark service requested.
A trademark can look fine on labels and a domain, right up until a clearance search turns up something too close, or an EUIPO deadline lands and the reply needs to be exact. This legal services form collects the details a trademark lawyer needs to price and schedule the work, so the next step isn’t another back-and-forth email.
The form opens with Trademark searches, filings, and euipo replies, then moves into Your name, email address, and phone number. About the mark frames what affects price or timing, and the questions pin down the exact name or logo, the goods or services it’ll cover, where the mark will be used (Denmark, parts of the EU, the whole EU, or beyond), the service you want, and whether the mark is already in use or filed. The muted olive-brass palette sits under Space Grotesk headings with Roboto body text, so the page reads like an instruction sheet, not an ad.
- Trademark searches, filings, and euipo replies The opening message tells the client what the form is for and what happens after they submit it.
- Contact details Name, email address, and phone number collect the basics you’ll use to reply and book the work.
- About the mark A short prompt sets context for what affects price or timing before the detailed questions.
- Mark and usage questions The form asks for the exact name or logo, the goods or services, and where the mark will be used.
- Service request The client picks the service needed, and can add whether the mark is already in use or filed.
Once the form goes into Plutio, you publish it as a form and collect responses in one place. The answers arrive as a single submission you can use to send a fee estimate and confirm the next steps.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What this form contains
1) Trademark searches, filings, and euipo replies
An intro block explains that the form gathers what’s needed to quote and book the work, and that the next step is an emailed fee estimate and next steps.
2) Your name
A required name field identifies who the advice and quote should be addressed to.
3) Email address
A required email field gives you the place to send the fee estimate and follow-up questions.
4) Phone number
An optional phone field covers cases where timing is tight and a call is faster than email.
5) About the mark
A short written prompt asks for the facts that affect price or timing before the detailed mark questions.
6) What exact name or logo is it?
A required free-text field captures the exact wording or logo description that the work will be based on.
7) Which goods or services will you use it for?
A required free-text field collects what the mark will cover, which drives classification and risk.
8) Where do you plan to use the mark?
A required choice question records the territory, from Denmark only through the EU and beyond.
9) Which service do you want me to provide?
A required selection covers the work requested, from a clearance search and risk note to filings, office-action replies, opposition, enforcement, or licence review.
10) Is the mark already in use or filed?
An optional free-text field captures prior use or filings that can affect timing and approach.
Who it is for
Trademark lawyers and IP consultants who need a consistent intake form before quoting searches, filings, or EUIPO and DKPTO replies.
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Questions about this form
What should a trademark intake form ask for?
A trademark intake form usually asks for contact details, the exact name or logo, the goods or services, where the mark will be used, and what service is being requested. This template also asks whether the mark is already in use or filed.
Do I file in Denmark or go straight to EUIPO?
The filing route depends on where the mark will be used and what coverage is needed. This form captures the territory choice and the service request so you can quote the right work.
Can I actually use this name in Denmark and the EU?
Use depends on conflicts with earlier marks and the risk level you’re willing to take. This form collects the mark, the goods or services, and where it will be used so a clearance search and risk note can be scoped and priced.
What information do you need to reply to an EUIPO letter?
An EUIPO reply depends on what’s been filed and what the objection is about, plus the deadline you’re working to. This template lets the client choose an office-action reply as the service and add whether the mark is already in use or filed.
What happens if EUIPO objects or someone files an opposition?
An objection or opposition usually triggers a separate step with its own work and deadlines. This form includes options for opposition filing or defence and office-action replies, so the client can request the right service up front.
Do I need a separate form for IP work that isn’t trademarks?
Some IP and business law work needs different facts than a trademark filing, like contract terms or enforcement details. This form includes options like cease-and-desist and IP licence agreement review, but it still gathers trademark-focused details about the mark and its use.
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