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Templates / Proposal

Free Legal Services Proposal Template

A legal services proposal covers the trademark search and filing work, the price, what the fee includes, and how sign-off and deadlines get handled.

Havnegade Mark - Legal Services Proposal template preview

Money goes into labels, domains, and ads, and then a mark turns out to be too close to someone else’s, or the application falls over on a deadline because an EUIPO letter got answered wrong. This legal services proposal goes to a client who needs a clear yes-or-no on risk, a filing plan, and a price for getting a trademark search and application done in Denmark and the EU.

The flow reads like a practical file note. Overview explains what gets checked, what gets filed, and what “safe enough to use” means in plain terms, then How we work turns that into steps and dates so the client knows what happens first and what can’t slip. The middle of the document backs that up with Recent work and About us, and the bottom handles the money and the awkward parts: What it costs prices the Search + Filing package, What the fee covers draws the line around official fees and extra work, and Deadlines and replies says how objections, approvals, and strict cut-offs get handled. The olive-brass accents and Space Grotesk headings keep the page feeling like a docket line, not a sales pitch.

  • Overview Explains the clearance search and filing outcome, including what gets checked in Denmark and the EU and what gets tracked next.
  • How we work Gives the timeline for search, filing decisions, drafting class wording, and keeping owner details straight for the application.
  • What it costs Prices the Search + Filing line item, which you update to your own fee before the client sees it.
  • What the fee covers States what’s included, what sits outside the package (like official fees and disputes), and when payments fall due.
  • Getting started Collects acceptance with a signature and shows the fee summary the client is agreeing to.

Once the proposal is sent, the client signs online and the fee summary updates to match what you priced. Before sending, you replace the template prices on the single item and check the wording around payment timing and official fees so the numbers and the process match how you actually run filings.

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.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What this proposal contains

1) Overview

Explains what the trademark clearance search and filing covers, and what the client can expect to know once the work is done.

2) About us

Describes the trademark-focused scope of the legal work and the approach to giving short, written advice tied to deadlines.

3) Recent work

Shows an example of a search-and-file engagement, including how the risk note gets written and how filing decisions get made.

4) How we work

Breaks the matter into steps with timing, including what the client supplies and what gets drafted and filed.

5) What it costs

Carries the priced item, which you replace with your own fee, and notes that replies to objections get quoted separately.

6) Getting started

Carries the signature and fee summary so the client can accept the work and confirm key details to begin.

7) What the fee covers

Defines what the package includes, how payment timing works, and how official fees and changes get handled.

8) Deadlines and replies

Covers strict office deadlines and what happens if DKPTO or EUIPO raises an objection, including approvals before any reply work starts.

Who it is for

Trademark lawyers and IP practitioners who quote clearance searches, trademark filings, and objection-response planning for founders launching a new name.

Language:

en

Category:

Last updated:

September 2026

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Questions about this proposal

What should a legal services proposal include for trademark work?

A legal services proposal for trademark work usually covers the search and filing scope, the price, what the fee includes and excludes, and how deadlines and objections are handled. This template also includes a getting-started signature and a fee summary tied to the priced package.

Do I need a clearance search before filing a trademark?

A clearance search can surface same or similar marks in Denmark and the EU and put the risk in writing before money goes into packaging, domains, or ads. This proposal frames the search as the first step and connects the result to a filing recommendation.

Do I file in Denmark or go straight to EUIPO?

The right route depends on where protection is needed and how the goods and services are defined. This proposal talks about checking Denmark and the EU and then filing with the right owner details and class wording.

What triggers extra fees during a trademark application?

Extra fees usually come up when an office raises objections, an opposition lands, or a dispute needs handling beyond the package. This template says objection replies get quoted separately before any reply work starts, and it separates official fees from the legal fee.

How do deadlines work for EUIPO letters and objections?

Office deadlines are strict, and missing approvals or details can mean a filing or reply can’t be guaranteed. The template says the deadline date gets called out clearly and explains what the lawyer needs from the client, and by when.

What information does a lawyer need to file a trademark application?

A filing needs the mark details, who owns it, and goods and services wording that matches what will be sold. The getting-started section asks for the name and any logo version plus a plain list of what will be sold, then the filing decision step confirms ownership and classes.

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