INTAPP

Serial Number 98963927
680

Registration Progress

Application Filed
Jan 15, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Attorney Assistance

Examiner's Amendment Completed
Due: Jul 30, 2025 11 days

Trademark Image

INTAPP

Basic Information

Serial Number
98963927
Filing Date
January 15, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
680
Status Date
Jul 15, 2025
Application
Pending
Classes
009 042

Rights Holder

Integration Appliance, Inc.

03
Address
3101 Park Boulevard
Palo Alto, CA 94306

Ownership History

Integration Appliance, Inc.

Original Applicant
03
Palo Alto, CA

Legal Representation

Attorney
Monica Riva Talley

USPTO Deadlines

Next Deadline
11 days remaining
Examiner's Amendment Completed
Due Date
July 30, 2025
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

12 events
Date Code Type Description Documents
Jul 15, 2025 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Jul 15, 2025 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jul 15, 2025 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Jul 15, 2025 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Jul 15, 2025 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Jun 30, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Jun 30, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jun 30, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Jun 24, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Jun 17, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jan 15, 2025 NWAP I NEW APPLICATION ENTERED Loading...
Jan 15, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...

Detailed Classifications

Class 009
Downloadable software using artificial intelligence for summarizing, generating, and querying various data and content and creating responses based on user queries and user-provided data, for use in operations, finance, business development, and client relationship management, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; downloadable software using artificial intelligence to automate capturing business contacts and companies, automate managing business deals, automate marketing and other email communications for managing client and other relationships, and automate pitch and proposal generation, for use in operations, finance, business development, and client relationship management, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields
First Use Anywhere: 20160000
First Use in Commerce: 20160000
Class 042
providing temporary use of non-downloadable cloud-based software for automatic detection, managing, securing, and enforcing need-to-know access to confidential and sensitive information for use in risk, operations, finance, conflicts, business development, and client relationship management, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software for authorizing access to data and databases, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software using artificial intelligence for predictive email filing and advanced searching for content management, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software for digital storage, distribution, and management of client contracts and obligations, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; Providing temporary use of non-downloadable cloud-based software for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software for content management for use in operations, finance, business development, and client relationship management, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software for analyzing and validating address, financial, and other information for use in risk, operations, finance, conflicts, business development, and client relationship management, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software for creating engagement workflows, generating holistic insights, and automating engagement lifecycle management, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software for automatic detection and management of changes to system access rights, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software using artificial intelligence for searching, reviewing, distribution, categorization and centralized storage of contractual information, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software using artificial intelligence for securing, and enforcing need-to-know access to confidential and sensitive information for use in risk, operations, finance, conflicts, business development, and client relationship management, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software for customer relationship management, financial risk assessment and financial risk management, and workflow management for use in risk, operations, finance, conflicts, business development, and client relationship management, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software using artificial intelligence for recording and submitting accounts of time spend on each engagement for use in operations, finance, business development, and client relationship management, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software for analyzing and processing market research for use in risk, operations, finance, conflicts, business development, and client relationship management, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software to manage customer lists and projects, for use in risk, operations, finance, conflicts, business development, and client relationship management, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software to conduct financial and ethical due diligence in business relationships through risk-based questionnaires and workflows, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software using artificial intelligence for conflicts management for the purpose of filtering out irrelevant results and escalating potential issues, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software using artificial intelligence for prebilling automation, generating proforma invoices, accelerating the invoicing process, and improving realization, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields; providing temporary use of non-downloadable cloud-based software for monitoring employees’ financial interests and outside activities, adherence to internal code of ethics policies, and tracking required documentation in accordance with compliance requirements, for professional and financial service firms in the legal, accounting, private capital, investment banking, real estate, and consulting fields
First Use Anywhere: 20160000
First Use in Commerce: 20160000

Classification

International Classes
009 042