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Templates / Proposal

Free Trademark Proposal Template

A trademark proposal covers the search work, class scope, filing route, pricing, and the booking and payment terms for getting an application filed.

Trademark Proposal template preview

Language:

en

Category:

Last updated:

October 2026

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Brand names get picked, design goes to print, and money starts heading into packaging and ads, but trademark risk can still force a rebrand if a mark can’t be registered or the class scope is wrong. This trademark proposal already has the wording for the search, the filing plan, and the handoffs, so the next steps stay clear. The document sits on rust red and deep teal blocks under Space Grotesk headings with Inter body text, so the dense parts still read in order.

The proposal starts with What this covers, which explains the search, how the class list gets drafted from what you sell, and how the filing route gets chosen. How this runs then walks through the steps from knockout search to scope work, with the client seeing what was found, what it means for risk, and what happens next... and the later sections spell out the limits of a search, what happens if an examiner writes back, and how oppositions get handled if they land.

  • What this covers Explains the search, class scope work, and filing route so the client knows what gets checked before the filing starts.
  • How this runs Describes the workflow from knockout search through classes and scope, including what the client sends and what they receive back.
  • Pricing Holds the EU route priced item, which you update with your own numbers before sending.
  • Get started Carries the signature and fee summary so the client can accept, pay the booking amount, and send the mark files.
  • Search limits and risk calls States what a search can and can’t rule out, plus how office actions and oppositions get handled if they come up.

In Plutio, you replace the template prices for EU route, send the proposal, and the client accepts and signs online. Acceptance locks in the booking step and leaves you with an agreed scope, a clear payment split, and the client’s mark files and product list ready for the search to start.

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 to include in a trademark proposal

PartWhat it covers

What this covers

Frames the work as clearance, class scope, and filing with deadlines tracked, so the client understands what gets done before money goes into packaging and ads.

A bit about us

Introduces the practice and explains who handles legal analysis versus searches and docketing, so the client knows where decisions and deadlines sit.

Meet the team

Sets the expectation that the same people stay on the matter, keeping questions and answers with the full context.

Team

Names each person’s role and what they handle, including strategy sign-off, searches, filing under supervision, and deadline tracking.

Recent work

Signals the kind of class and filing decisions the client is hiring for, using short matter-style examples rather than generic claims.

Portfolio

Gives sample scenarios like a knockout conflict, class rework to match a catalogue, and checking word and logo marks, so the client sees how decisions get made.

How this runs

Lays out the steps from knockout search to scope work, including what the client sends and what the risk note and draft wording cover.

Pricing

Carries a priced item for EU route, which you update with your own price before sending.

Get started

Carries the signature and fee summary, and spells out the booking step plus what the client sends to start the search.

Booking and payment

States the 30% booking payment on signing, the remaining 70% due on completion, invoice terms, what information is needed, and how scope changes get confirmed.

Search limits and risk calls

Explains that search reduces risk without removing it, then covers office action response packs, how oppositions get quoted, and what happens to the file at the end.

Who it is for

Trademark attorneys and paralegals who handle clearance searches, Nice class drafting, and filing strategy for founders and small manufacturers.

The proposal in full

What this covers

You move into packaging, domains, and ads knowing the mark has been checked, the classes fit what you sell, and the filing is underway with deadlines tracked and responses handled.

We’ll run the search, draft the class list, and file in the right place. You’ll end up with a clear risk picture and an application that matches your products before you spend on print.

We start by looking for the marks that can block you, then we work backwards from what you sell to the Nice classes and wording that will stand up in examination and opposition. Once the scope is right, we choose the filing route, file, and keep the deadlines on our side so you are not scrambling when a letter arrives.

A bit about us

We’re Motława Marks, a two-person trademark practice focused on trademark filing strategy for founders and small manufacturers. Katarzyna Nowak is the trademark attorney who does the legal analysis and signs off on the strategy. Michał Zieliński runs the searches, builds the comparison set, and keeps the docket so deadlines do not get missed.

Most clients come to us at the same moment. The name is picked, design work is moving, and someone asks, “Can we actually use this?” We’re useful because we will give you a straight risk view, then draft the Nice classes in plain wording that matches how you sell, not a copied list that looks broad and fails in practice.

Meet the team

You’ll work with the same two people throughout, so questions stay with the context and answers come back fast.

Team

Katarzyna Nowak, Trademark attorney. Trademark attorney. Katarzyna weighs the search results, advises on the filing route, and handles examiner letters, oppositions, and the correspondence that decides outcomes.

Michał Zieliński, Paralegal. Paralegal. Michał runs the PTO and market sweeps, drafts the first pass of class wording, files the application under supervision, and tracks every deadline to the day.

Recent work

A few recent matters that show the kinds of filing decisions and class work you are hiring us for.

Portfolio

New food label name. Knockout search found a near-identical earlier mark in the same channel. We adjusted the name before print and drafted a tighter class list, then filed with goods wording that matched the actual packaging.

Webshop brand expansion. Client sold in two categories but only needed one filing to cover both. We reworked the Nice classes and descriptions so the application fit the catalogue, then filed and docketed key dates.

Logo plus word mark check. Client wanted protection for both the name and the logo. We searched the words and the visual look, flagged the closest conflicts, and recommended what to file first so the budget matched the risk.

“They told us what to change before we spent money on packaging.”

Founder, launching a new consumer product

How this runs

We keep this work practical. You’ll see what we found, what it means for risk, and what to do next, with deadlines tracked from the day we file.

1. Knockout search Days 1-3 You send the mark as you plan to use it, plus a short list of what you sell and where. We run a Polish PTO search and a market sweep for the closest earlier marks, then we write a risk note that shows the few results that actually matter and why. 2. Classes and scope Days 3-5 We turn your products and services into a Nice class list and a draft specification. We’ll ask a couple of concrete questions about variations, bundles, and future lines so the scope fits what you sell without drifting into wording an examiner will push back on. 3. File in PL or EU Days 5-7 We decide the filing route with you: Poland or EUIPO, based on where protection needs to bite first and where the conflicts sit. Once you confirm the applicant details and the final mark version, we file the application and set the docket dates. 4. Examination and replies Weeks 2-12 If an examiner raises an objection, we prepare the response and handle the correspondence until the point where the application is back on track or a decision is needed. If an opposition arrives, we tell you the deadlines, the options, and what each option costs in time and leverage.

Pricing

Pick the filing route first. Poland-only marks are usually lower cost. If you need EU coverage, the search and class work stays the same and the filing work changes.

Priced items

Get started

If you want us to start the search this week, the first step is to lock in the slot and send the mark files.

1. Sign the proposal and pay the 30% booking invoice. 2. Send the mark (wording and any logo files) and a list of what you sell. 3. We start the knockout search and send the risk note as soon as it’s ready.

Signature

Fee summary

Booking and payment

To book, you’ll pay 30% when you sign. The remaining 70% is due when the engagement is complete. Each invoice is payable within 14 days of its date.

What we need from you. We’ll ask for the mark (word and any logo files), what you sell now, what you plan to sell in the next 12 months, and your preferred owner details. Delays here move the timeline.

Scope changes. Our price covers knockout search, classes and scope, a PL vs EU route decision, filing and docketing, and an office action response pack. If the mark, owner, or goods list changes, we’ll confirm the added fee before we do extra work.

Filing fees and third party costs. Government filing fees are paid separately and are not included in our price. If we need certified documents, translations, or couriering for signatures, we’ll confirm the cost before ordering anything.

Search limits and risk calls

A search reduces risk, it doesn’t eliminate it. We’ll tell you what we find and why it matters, then you choose whether to file, revise the mark, or change the filing scope.

Office actions and examiner correspondence. We’ll prepare an office action response pack so you can reply quickly if an examiner raises issues. If the case needs multiple rounds of arguments or a hearing, we’ll quote that work once we see the examiner’s position.

Oppositions. Opposition filing or opposition defence is not included in trademark filing strategy. If an opposition is filed, we’ll tell you the deadline, your options, and our fee for the chosen path before we start.

Your file and ownership. When the engagement is complete and invoices are paid, you own the work product we created for this matter, including the class list and draft wording. You also control the trademark application in your name.

Questions about this proposal template

Do I file in Poland first or go straight to EUIPO?

The proposal covers a route decision, including Poland-only versus EU coverage, with the search and class work staying the same while the filing work changes. The filing route gets chosen after the scope is set, so the application matches what you sell.

Which Nice classes do we actually need for what we sell?

The class list gets drafted by working backwards from the products and services being sold into Nice classes and goods wording. The proposal also flags that the scope needs to stand up in examination and possible opposition, not just look broad on paper.

Can you check the name and the logo, not just the words?

The portfolio section includes a logo plus word mark check, describing searches on the words and the visual look. The goal is to flag the closest conflicts and decide what to file first to match budget and risk.

What happens if a trademark search finds a conflict?

The search work is described as producing a risk view that shows the few results that matter and why. From there the decision is to file, revise the mark, or change the filing scope based on what turns up.

What happens if the trademark office sends an examiner letter?

The terms include an office action response pack so a response can go out quickly if issues are raised. If the case needs multiple rounds of arguments or a hearing, the added work gets quoted once the examiner’s position is clear.

What happens if someone opposes the trademark application?

Opposition filing or defence isn’t included in the filing strategy scope described here. If an opposition is filed, the proposal says the deadline and options get set out, and the fee for the chosen path is confirmed before work starts.

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