Trade Marks

This article will show you how to:


To create a new Trade Marks matter, follow the steps below. 

  1. Click New Matter from the Home Screen
    • Note this is a Federal matter type (available in all states)
  2. Select Matter Category: Intellectual Property
  3. Select Matter Type: Trade Marks
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  4. Enter the Client, including all relevant details
  5. Enter Trade Mark details on the Details layout 
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  6. Enter the Application Details on the second tab of the Details layout 
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  7. To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available in your matter.
    For Trade Marks, the available parties include Licensor, Government Department, Renewal Agent, Accountant, Barrister, Previous Solicitor and Additional Contact.
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Change existing General matter to Trade Marks matter

Existing General matters can be easily changed to Trade Marks matters as follows:

  1. Open your existing General matter (used for Trade Marks)
  2. Open Matter Type
  3. Select change...
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  4. Select new Matter Type as Intellectual Property > Trade Marks
  5. Select OK:
  6. Enter Reason For Change
  7. Select OK:
  8. Your matter will now appear as 'Trade Marks', with the party roles and layouts that are available in the Trade Marks matter
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