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Featured Client Story

Alt Legal’s Intake Form and TEAS Integration Save Brad 20-30 Minutes of Time Per Application

Brad Rothschild | Founder and Principal | Rothschild, LLC

Before he signed up for Alt Legal, Brad had to manually convert information provided by clients over to TEAS applications. Now, he uses Alt Legal’s intake software exclusively. He sends his clients secure intake forms, and information is transferred to the applications with a single click.

Brad Rothschild

Founder and Principal | Rothschild, LLC

When he first launched his firm, trademarks were not a large portion of Brad Rothschild’s practice. He used a spreadsheet to keep track of his deadlines, and that worked fine for him.

“It was relatively manageable for me because of the volume. Once I started handling even ten applications, just trying to manage all the dates and calendar and everything on my own started to feel like I was wasting time and money. As my portfolio grew, it seemed the time required to track my marks increased exponentially.”

Alt Legal reached out to show him how IP management software could simplify his practice.

“Immediately I really appreciated the intuitive nature of the docketing software. It doesn’t take a lot to figure out how to use it, and from the beginning, it was easy to incorporate it into my practice. My docket was right there, auto-populated with my filings.”

Brad also benefits from the software’s trademark intake and assembly tools.

“Before I signed up for Alt Legal, I would send my clients PDFs or Word documents. Then I had to manually convert all of that information over into TEAS applications. Now I use Alt Legal’s intake software exclusively. I send my clients secure intake forms, and information is transferred to the applications with a single click. An application that would take me 30-45 minutes now takes 10 minutes or less.”

Brad loves the efficiency that the intake tools have brought to his practice, and he says they also make him feel more at ease.

“Having my clients enter the information directly into the intake form cuts down on the possibility of error in transmission. It ensures I’m never going to misspell their names or mistype their addresses, so the intake cuts down on the possibility of user error. Alt Legal has created dramatic efficiencies in what we do.”

Brad has also enjoyed the level of support he’s gotten from the support team.

“Everybody’s always been a pleasure. Everyone I’ve ever dealt with has been super friendly, patient, and great to deal with. I’ve never had anything approaching a negative interaction.”

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