Trevor Caudle
Founder and Trademark Attorney | The Trevor Caudle Law Practice
The Trevor Caudle Law Practice is a San Francisco-based boutique law firm that specializes in prosecuting trademark applications with the USPTO and providing brand advice to companies and individuals across the United States. Since 2019, Trevor and his team have used Alt Legal IP Docketing Software to manage the firm’s massive portfolio of nearly 5,000 matters. Additionally, Trevor has set up a successful subscription-based trademark monitoring plan for his clients using Alt Legal Trademark Protection. Here’s Trevor’s story.
Building a Scalable Trademark Practice with Alt Legal – Effortless Automation from Day One
Trevor has been focusing on his trademark practice for nearly 20 years, but didn’t start using IP docketing software until he found Alt Legal, “I used Google Calendars and spreadsheets to docket my prosecutions and renewals, but this doesn’t work well for deadlines far out into the future like renewals.” Citing challenges particularly with renewals and a growing portfolio that was unmanageable in manual systems, Trevor knew it was time to switch over to IP docketing software that would effectively manage his docket.
When selecting IP docketing software, Trevor immediately sought out Alt Legal because of its exceptional automation, particularly with USPTO docketing. “Automatic USPTO docketing was really important to me. Another vendor wanted me to work with them but they didn’t have automated docketing. It was a nonstarter.”
Immediately, Trevor was pleased to find his matters accurately imported into Alt Legal, simply from his correspondent email address. Alt Legal is able to add all existing and new matters to your docket with a correspondent email address; no manual data entry is required. Trevor dual-tracked his matters for a period of time while transitioning to Alt Legal and was completely satisfied with the accuracy of the data in Alt Legal.
Alt Legal Delivers an Intuitive Platform with Tools that Improve Workflow
Trevor is tech-savvy and found that Alt Legal, unlike many of its competitors in the IP docketing space, is extremely intuitive. He participated in some basic onboarding training and was comfortably up-and-running very quickly, allowing him to focus on business development which is key to his practice’s success.
Trevor and his team particularly appreciate Alt Legal’s daily email updates, which provide matter updates and reminders about upcoming deadlines without having to log into the actual docketing platform itself. “We almost never log into the system dashboard! We rely on the daily email updates which have been customized over time so that only what we care about shows up.” The flexibility and personalization options of Alt Legal’s daily email updates makes it much easier for Trevor and his team to manage workflow relating to their very large portfolio.
Turning Trademark Monitoring into Recurring Revenue with Alt Legal Trademark Protection
Trevor’s practice is focused entirely on prosecuting USPTO trademark applications at volume (along with renewals) and as part of his services, he offers a “light” watch service to monitor the USPTO for new trademark filings that could pose a conflict. While Trevor does not handle the enforcement work in-house, this service is a great first step for his clients who are looking to establish a base level of monitoring over their marks.
Trevor offers the watch service for $145/year per mark and delivers the offering in the same communication when a trademark has successfully been registered. “I have about 70 registrations a month and the monitoring service is one of the first things I mention when informing clients about their new registrations. A handful or so each month will sign up.”
Economically, Trevor has seen a benefit from implementing a subscription watch service powered by Alt Legal Trademark Protection. Additionally, his clients are benefiting from this additional outreach and have been satisfied with the offering.
Learn more about how trademark monitoring with Alt Legal Trademark Protection can help you strengthen client relationships, identify new enforcement and filing opportunities, and generate additional revenue.
Alt Legal is a True Partner to Trevor’s Business
Trevor is entirely satisfied with using Alt Legal to manage his docket and to provide a lucrative base-level monitoring service for his clients. He appreciates Alt Legal’s advanced automation, reliable data, customizable daily email updates, and outstanding customer support. “Alt Legal is an excellent company. They are one of the best vendors I’ve ever worked with, particularly in terms of taking suggestions and implementing feedback.” Trevor recommends Alt Legal as a solution for trademark professionals managing any size portfolio, “I would tell anyone to use Alt Legal, it’s great!”