Your customers
- MSMEs and traders
- D2C brands and startups
- Manufacturers
- Foreign IP firms (inbound filings)
- Universities and inventors
Professional and business services · Services
MatruOS for a trademark and patent agent
Set up the way a trademark and patent agent runs: professional fee per search, filing, reply, hearing, opposition and renewal; patent drafting and prosecution; yearly patent renewals; Journal watching retainers. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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What this solves
What a trademark and patent agent deals with today, and what MatruOS sets up for it
Today
A reply or opposition deadline is missed and the mark is lost for good. Renewals and annuities lapse because clients cannot be reached in time.
In MatruOS
MatruOS sets up 7 routines, 1 workflow, 2 registers and 4 licences for a trademark and patent agent, with an AI team that reads your own records and prepares the work.
What changes
The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Where you sit
MatruOS starts from how your business earns
Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.
- Brand owner or inventor
- IP agent
- Trade Marks Registry or Patent Office
- examination, Journal or publication
- registration or grant
- renewals
Your suppliers
- Foreign associates (outbound filings)
- Patent illustrators
- Search databases
Credit and cash
Advance with each filing including the official fee; renewals billed months ahead; foreign associates pay 30-60 days after invoice
Small advances per action through the year; renewals are the recurring income
Your screens use your words
CustomerClientOrderMatterItemMark or patentInvoiceFee billproductServiceSupplierAssociate
How it works
How MatruOS is set up for a trademark and patent agent
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Trademark and patent agent", typed when you sign up.
- Recognised as a trademark and patent agentRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
- Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.
Your AI team
What the AI team does for a trademark and patent agent
Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Updates status and works out each legal deadline from the event date, lists deadlines for the next 30 days by matter, and drafts the client status note
Asks you before sending
Compares this week's advertised marks with clients' marks in related classes, ranks look-alikes, and drafts the client alert with the opposition deadline
Asks you before sending
Lists renewals and annuities due in 6 months, drafts the renewal quote with official and professional fees, and follows up until the client confirms
Asks you before sending
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How you run
Your routines, already on a timetable
Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.
Every day
10:00 amCheck IP office status and hearing lists
- 1Check new examination reports, hearing notices and status changes for live matters
- 2Enter each new deadline in the docket the same day
Every week
Tue 11:00 amTrade Marks Journal watch for clients' marks
- 1Search this week's Journal for marks similar to clients' marks in related classes
- 2Send each client a note with the opposition deadline (4 months from the Journal date)
Mon 5:00 pmPrepare for this week's hearings
- 1Read the objection and prepare written submissions and user evidence
Every month
3rdRenewals and patent annuities due in the next 6 months
- 1List trademark renewals and patent annuities due in the next 6 months
- 2Send each client the renewal quote and get the go-ahead
25thBill actions and collect advances
- 1Bill every action done this month and list advances short of official fees
Every year
MarYear-end portfolio letter to clients
- 1Send each client a list of their marks, status and next actions
Workflows
Each stage goes to the person who handles it
Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.
Trademark filing to registration
- 1Search done and class advised
- 2Client approves mark and paysNeeds approval
- 3TM-A filed
- 4Exam report replied in a month
- 5Hearing attended if needed
- 6Advertised; 4-month opposition over
- 7Registered and renewal date set
Registers and SOPs
Your registers and standards
Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.
IP docket
Fees and official fees
Deadline control
No mark abandoned and no patent deemed withdrawn
Before filing a trademark
File once, file right
Items and licences
Your first bill is right, and no licence lapses
Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.
| Item | HSN | GST |
|---|---|---|
| Trademark search report | 998214 | 18% |
| Trademark filing professional fee (per class) | 998214 | 18% |
| Examination report reply | 998214 | 18% |
| Show cause hearing appearance | 998214 | 18% |
| Opposition or counter-statement | 998214 | 18% |
| Trademark renewal professional fee | 998214 | 18% |
| Copyright registration | 998214 | 18% |
| Design registration | 998214 | 18% |
| Patent provisional specification drafting | 998214 | 18% |
| Patent complete specification and filing | 998214 | 18% |
| Patent FER reply | 998214 | 18% |
| Journal watch retainer | 998214 | 18% |
- GST registration
- PAN
- Professional tax registrationIf it applies
- Shops and Establishments registrationIf it applies
Your people
The people who run it, each with their own login
Each person sees the screens and reminders for the work they do.
Registered agentAdvises on marks and classes, signs filings, drafts replies, appears at hearings.
AssociateSearches, prepares filings and replies, watches the Journal, tracks the docket.
Office assistantCollects documents and powers of attorney, bills and collects fees.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.
Questions people ask
How long does it take to set up MatruOS for a trademark and patent agent?
Type one line about your business when you sign up, for example "Trademark and patent agent". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.
Do I have to type all of this in?
No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.
Can I change the routines and workflows?
Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.
What does the AI team do without asking me?
It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.
Professional and business services
Other services in professional and business services
Run a trademark and patent agent on one system Set up for your trade when you sign up.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes