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CrossBeamIP
Product Information

Trademark Clearance Intelligence

Specialized search logic. Defensible reports. You stay in the driver's seat — AI amplifies the work, it doesn't replace judgment.

  • 01Run Multiple Trademark Search Strategies Using Specialized Logic
  • 02Defensible, Auditable Reports — Every Data Point Sourced
  • 03Purpose Built Workflows with User-Directed Strategies
  • 04Developed Around Responsible AI Best Practices
  • 05Vertical AI, Closed System, Cached Data

01

White Label Reports.
Upload Your Logo.

02

Built by Trademark Professionals.

03

Complements Current TM Workflows.

Coverage

Preliminary in name — nearly comprehensive in scope.

No responsible preliminary trademark clearance stops at the USPTO. Common law users don't file (they sue).

Trademark Datasets

  • USPTO
  • WIPO GLOBAL
  • MADRID PROTOCOL
  • TTAB PROCEEDINGS
  • USPTO OFFICIAL GAZETTE

Common Law

  • U.S. & Int'l Corporate Entity Database
  • Domain Name Registries
  • Broad Internet Search
  • SEC EDGAR
  • Social Handles (coming 2027)

Most branding decisions don't need a treatise — they need clarity: continue or pivot.

Responsible AI

Your trademark strategies are never submitted to publicly available large learning models ("LLMs"). Our searches are conducted within a closed system using cached data that is frequently updated. We do not collect data on your clients, and minimal on ours.

Clearance search compiling across cached trademark datasets

The report

Human-led strategy with machine-level speed

A logically structured report that helps you walk your clients through the risks.

  1. 01We cache the complete USPTO trademark dataset and update it every weekday.
  2. 02Our combined datasets contain over 14 million records.
  3. 03The WIPO Global Brand Database doesn't permit direct ingestion; we built a streamlined workaround: with a single click from your dashboard or a couple of clicks in your downloaded report, your WIPO results, based on your designated strategy, are ready to download.
  4. 04At this time our searches do not include state TM datasets, but each of our reports contains links to every available state database.

Every data point in your trademark clearance report links directly to its source, making search results easy to verify and document, for an audit trail that demonstrates thorough, defensible due diligence.

CrossBeamIP clearance report results summary

Results summary

Quantify your risk.

The AI Risk Assessment focuses on DuPont similarity factors; it cannot replace the nuanced analysis by an experienced trademark attorney.

Workflow

A few simple steps

  1. 01

    Step 1Enter Your Mark

    Enter the proposed trademark and indicate whether it is a standard character mark or a design mark.

  2. 02

    Step 2Describe & Classify

    Good Input = Good Output. AI performs best when given very specific, well-defined parameters. Provide an unambiguous description of your goods and/or services, identify appropriate trademark class(es), list relevant keywords (use the ID Manuals to extract keywords), and include possible spelling or pronunciation variations (AI generates suggestions). Upload the logo if applicable.

  3. 03

    Step 3Download Report

    The report is structured with a title page and a bookmarked table of contents for easy navigation. It opens with exact and near-exact matches in the requested classes, followed by the 100 most relevant live USPTO records across all classes, and then up to 25 of the most relevant dead records (if requested). All remaining search results from the databases referenced above are included thereafter. Reports can be shared with a password protected link via email, and be downloaded in PDF, Word, Excel, or CSV.

  4. 04

    Step 4Proof & Confirm

    Proof the search results before you make any legal decision. Your paralegal may no longer spend hours searching and formatting raw data into a clearance report, but they still must proof and verify any report generated by a service, whether AI-driven or manually prepared. That final human review is inescapable and beneficial.

  5. 05

    Step 5One Last Search

    The flexibility of using our AI clearance search is you can rerun a search whenever you need, whether you're refining a keyword strategy or running a final check just before filing. Follow-up searches are essential because USPTO and WIPO records update daily, and new filings may not appear immediately due to database lag times.

  6. 06

    Step 6Quality Control

    A rigorous quality check for legal work is non-negotiable. No human or AI is infallible, and high-performing firms always ensure at least a second set of eyes on anything that goes to a client.

AI amplifies expertise — it doesn't replace legal judgment

In Step 2, you stay in the driver's seat: the AI suggests options, but you decide which classes, which keywords or phrases to target, which spelling or pronunciation variations belong in your strategy, and you can revise or add to the design codes that AI suggests.

This participation provides increased accuracy, risk control, and a reliable, defensible report. For any opposition, a human directly involved in determining the search criteria will be critical to your case.

User-guided AI — audit-ready data

55%

Text & Exact Matching

Finds identical marks, near-identical variations, and marks with similarity.

  • +Exact and similar matching
  • +Trigram similarity analysis
  • +55% weight in composite score

45%

Phonetic Matching

Soundex and Double Metaphone algorithms catch marks that sound alike, regardless of spelling.

  • +Soundex & Double Metaphone
  • +Alternate spelling detection
  • +45% weight in composite score

4

formats

Downloadable Reports

Search results are based on relevancy and compiled into professional reports that document a systematic clearance process, which are ready for your review and presentable to clients.

  • +PDF · DOCX · Excel · CSV
  • +Password-protected share links