Suite module

QuartermasterClear a name before you build a brand on it.

Pre-formation brand and trademark clearance: it checks a proposed name against federal and common-law marks, scores the legal risk, and hands your attorney a ready-to-act brief.

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Module · Brand & Trademark Clearance1:24,000

Quartermaster

Clear a name before you build a brand on it.

Pre-formation brand and trademark clearance: it checks a proposed name against federal and common-law marks, scores the legal risk, and hands your attorney a ready-to-act brief.

What you get

USPTO TSDR federal trademark search
Common-law sweep for unregistered marks already in use
AI risk score for likelihood-of-confusion (§2(d)) and descriptiveness (§2(e)(1))
Attorney-handoff brief that turns the findings into a next step

Who it’s for

Any practice or client launching a new brand or entity.

The rest of the suite

Flagship

Navigator

The AI tax-strategy engine — document intake to reviewable strategy, under your firm’s brand.

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Module

Charter

Guided entity formation, a live fundability score, BOI reminders, and a compliance calendar.

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Module

First Officer

A compliant AI concierge — text, web, and voice — under your brand, behind the Semantic Firewall.

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Module

Herald

Done-with-you campaigns, copy, and a steady content cadence run alongside the practice.

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Base

Platform

The white-labeled client platform, Console iPad, and white-glove setup every module runs on.

Learn more →

Put Quartermaster to work on your practice.

The suite is a one-time implementation engagement on the Platform base. Request a quote and a specialist follows up within one business day — no payment to get the number.

Request a quote