USPTO serial 99945436
Reviewed by CopyMark Law Group
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Connie L. Ellerbach
Connie L. Ellerbach Fenwick & West LLP801 California StreetSilicon Valley CenterMountain View, CA 94041-1990| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for case management, document management, workflow management, communications, information delivery, and assisting users in accessing benefits, services, programs, and resources | ACTIVE | — |
| 036 | Providing information, advisory and consulting services relating to benefits programs, insurance benefits, healthcare benefits, disability benefits, veterans' benefits, public assistance programs, and other financial assistance programs; assistance with the preparation, processing, administration, and management of claims for benefits, coverage, and assistance programs; payment processing services; debit card services | ACTIVE | — |
| 041 | Educational counseling services; educational consultation services; providing information in the field of education; providing educational information relating to benefits programs, insurance benefits, healthcare benefits, disability benefits, veterans' benefits, public assistance programs, and assistance programs; advocacy services for students, parents, and families regarding educational rights, educational services, educational accommodations, educational assessments, and access to educational resources | ACTIVE | — |
| 042 | Software as a service (SaaS) services featuring software for case management, document management, workflow management, deadline tracking, communications management, information delivery, and case status updates; software as a service (SaaS) services featuring artificial intelligence software for assisting individuals in accessing benefits, coverage, services, programs, resources, and support services; software platform services enabling third-party providers to offer banking, lending, and payment services | ACTIVE | — |
| 044 | Patient advocacy services for coordinating the administrative aspects of healthcare; healthcare advocacy services, namely, assisting individuals in navigating healthcare systems, healthcare coverage, healthcare benefits, medical providers, care coordination services, and healthcare-related administrative processes | ACTIVE | — |
| 045 | Case management services, namely, coordinating social, healthcare, educational, benefits, and community resource services for individuals; providing information and consultation relating to accessing benefits, coverage, services, programs, and community resources | ACTIVE | — |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 13, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 13, 2026 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 13, 2026 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Oct 13, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 16, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 16, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 16, 2026 | NWAP | NEW APPLICATION ENTERED | — |