CKSHORTS CONSULTING

Choose the support you need. Agree on the scope upfront.

Fixed-fee pricing is provided whenever possible. Final quotes depend on complexity, volume, urgency, coordination, and the agreed deliverable.

Choose by the work you need

Compare the starting options.

Pay for a defined review and usable records before you commit resources. A scope-based fee helps you budget the administrative work; potential savings and outcomes vary and are not guaranteed.

These are starting scopes. The full package descriptions below explain additional limits. We review your materials and confirm a written quote before you commit.

Human-reviewed services: fit, deliverable, starting scope, and price
Your situationStarting deliverableStarting scopeFrom
Choosing a nameName research snapshotOne word mark, one primary class; limited federal snapshot, up to five findings; coordinated-class expansion excluded$99
Need broader name researchExpanded findings with source referencesOne word mark, one primary class plus coordinated classes; selected public sources; additional primary classes +$75; all-class federal research from $599$179
Have a logo conceptAgreed design-research reportSources, geography, and design scope quoted individuallyCustom
Found a bid opportunityRequirements snapshotOne solicitation; 15 supplied pages; 20 requirements$99
Need a response planSubmission matrix & action plan40 supplied pages; 60 requirements; one clarification round$299
Preparing the submissionReadiness package80 combined pages; 100 requirements; client-content editing limits apply$899
Checking contractor paperworkFactual COI document comparisonOne certificate, one requirement set; up to five accompanying pages$49
Tracking recurring documentsEssential tracking & monthly report15 vendors; five comparisons; 10 email attempts; three service hours/month$249/month + setup from $299
Understanding a short agreementContract snapshotOne agreement; five supplied pages$69
Need a detailed referenceDetailed terms summary & tablesOne agreement; 15 supplied pages; one clarification round$139

All applicable limits apply together. Linked policies, attachments, and addenda count when included. Additional work is quoted and approved before it starts. No unlimited-volume or unlimited-revision promise.

Four services. Defined starting scopes.

Personal support at an accessible starting price.

Every package includes human review and an agreed work product. We confirm whether your materials fit the starting scope and provide a written quote before you commit.

01 / Human-reviewed support

Preliminary Trademark Research

Documented observations and source references to help you prepare for a brand decision.

Trademark options · $49 screen / research from $99 / status reports $29/month

Exact-match screens, broader research, logo research, and weekly status reports have separate scopes.

Compare packages, included work & limits

Exact-Match Federal Screen

From $49 / proposed word mark

A limited knockout screen for exact wording across all 45 international classes in U.S. federal trademark records. Receive documented matches, recorded statuses, and source links.

What the exact-match screen includes—and excludes

We agree on the precise wording and treatment of spacing, punctuation, and capitalization before searching. The report identifies the search date, database, queries, record-status scope, and any limitations. Exact-match findings are not limited to the client’s primary class. If result volume requires expanded reporting or review, we discuss scope and fees before additional charges.

This screen excludes phonetic equivalents, spelling variants, separate logo/design research, state registers, and marketplace uses unless separately agreed. “No exact matches identified” does not mean available, clear, or safe to use. Broader research may be needed even when no exact matches appear.

The $99 Name Research Snapshot adds agreed limited spelling variants and factual observations within one primary class, with up to five documented findings. It excludes coordinated-class expansion and marketplace research. Expanded class-based research starts at $179.

Request an Exact-Match Screen →

Name Research Snapshot · limited scope

From $99

One proposed word mark, one primary international class, limited federal-record screening with agreed limited spelling variants, factual observations, and up to five documented findings. Short written summary. Coordinated-class expansion and marketplace research are excluded. This narrow initial screen is not a comprehensive search or legal opinion.

Research by class · one proposed word mark

A class groups goods or services. Tell us what you plan to offer; we document the agreed research classes and source scope before starting. Search scope is separate from the classes an attorney may recommend for an application.

U.S. word-mark research packages
Research scopeStarting fee
One primary class + coordinated classes$179
Two primary classes + coordinated classes$254
Three primary classes + coordinated classes$329
Four or five primary classes + coordinated classes$404 / $479
All 45 international classes · U.S. federal recordsFrom $599
Included classes, sources, report limits, and exclusions

Coordinated classes are included: Expanded research includes the USPTO-listed coordinated international classes for each agreed primary class, with overlapping classes searched once. An additional primary class expands the goods/services focus and related-class research; it is $75 within the two-to-five-primary-class packages. A class already searched as coordinated is not billed again merely for appearing in the search.

All expanded packages include exact-name queries without a class restriction, agreed spelling and phonetic variants within the scoped classes, selected public marketplace and domain sources for the stated goods/services, source references, and one clarification round. The written scope identifies the sources, queries, review limits, and delivery date.

All-class means broader federal-record research, not worldwide clearance. The $599 starting package applies variant queries across all 45 international classes in the U.S. federal database for one word mark. Selected marketplace/domain checks remain focused on the agreed goods/services; this is not an exhaustive search of every industry, registry, or website.

Focused, human-reviewed findings: Expanded research packages include a findings table of up to 50 selected trademark records across the agreed primary and coordinated classes, or all 45 international classes for the all-class federal package. A brief summary highlights up to 10 records with the closest observable similarities in wording, sound, design where applicable, or stated goods/services. Fewer records are included when fewer warrant reporting; we do not fill the report with weak matches to reach a quota. Word-mark packages do not include a separate logo/design search.

The report limit is separate from search and screening scope. Reaching 50 reported records does not itself end the agreed screening. The written scope defines sources, queries, classes, and review limits. A search log records the research date, sources, queries, classes, and limitations. Neither the report nor the screening is represented as exhaustive.

If additional records warrant attention: We disclose the additional volume and any resulting limitations, and discuss an expanded appendix or separately scoped review before additional charges. We do not silently omit additional records identified as warranting attention because the report is full. Any work beyond the agreed screening limits requires an agreed scope and quote. Findings are factual research observations, not legal conflict rankings, clearance opinions, or permission-to-use decisions.

Why related classes matter

Goods and services can be related even when their class numbers differ. USPTO coordinated classes are a search aid, not an exhaustive map of related goods/services. For example, clothing in Class 25 may be searched alongside jewelry in Class 14, bags in Class 18, and retail services in Class 35. We document any additional related-class research agreed for your particular goods/services. An all-class search still cannot establish legal availability or eliminate uncertainty.

Read the USPTO guidance on coordinated classes ↗

Research fees only. No application preparation, filing, government fees, legal opinion, formal clearance, or guarantee of registration or permission to use. State-register, paid-database, international-jurisdiction, and logo/design work are separately quoted. Multiple proposed names are separately scoped; class count is not name count.

Three-Name Shortlist

From $329

Compare up to three proposed word marks in the same primary class at the limited $99 Snapshot scope per name, with a combined comparison table. Coordinated-class expansion is excluded. A side-by-side factual findings table; no recommendation on legal availability.

Weekly USPTO Application Status Reports

From $29/month / tracked record

Delegate weekly checks of an identified U.S. application or registration. Receive a human-reviewed weekly digest of recorded status changes—or a “no changes identified” update.

Report contents, timing, and service limits

For one agreed serial or registration number, record the prior and current available status, relevant event dates, source links, and date checked. Setup establishes the starting record and baseline. Portfolio pricing is custom quoted. We confirm data access, record coverage, reporting day, recipients, and service start before accepting the engagement.

Checks and reporting are weekly, not real time. Public-record updates, feed delays, outages, and email delivery can affect reporting; the report identifies the data period checked and any known gaps. This is administrative status reporting, not legal deadline calculation, docketing, filing, response preparation, or representation. Official correspondence and all response, maintenance, and other deadlines remain the applicant’s and counsel’s responsibility.

This service tracks specified records; it does not search for newly filed similar marks, marketplace use, infringement, or all changes throughout the trademark system. Similarity-watch services require a separate, confirmed capability and scope and are not included or currently offered here. USPTO status information is available directly through TSDR at no charge; our fee covers delegated checking, review, and reporting.

Request Weekly Status Reports →

Logo & Design Research

Custom quote

Preliminary research for one proposed logo or design under agreed sources, geographic scope, and intended goods/services. Separate from word-mark packages; no legal clearance or permission-to-use opinion.

How visual logo research works

Receive documented visual comparisons, source references, and factual observations about design elements, composition, and stylized wording within the agreed sources. The written scope identifies the image-search and design-code methods used and any source or geographic limits.

Selection involves researcher judgment, and results can vary by search method and database coverage. This does not establish originality, ownership, noninfringement, or permission to use. A qualified attorney evaluates legal significance and whether broader research is appropriate. Logo/design research is separately quoted and is not included in word-mark packages.

Preliminary reports and when broader research may be needed

All reports provide preliminary factual research within the stated sources, dates, queries, and review scope. An exact-match screen does not identify every similar mark or establish availability. Broader research and legal review may be needed. A qualified trademark attorney should assess legal significance and advise on clearance, filing, and any additional research appropriate to your intended use. No report provides a legal clearance opinion, permission-to-use decision, or guarantee of registration.

Request Logo Research →
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02 / Human-reviewed support

Bid, Proposal & RFP Support

Support for RFI, RFP, quotation, qualification, and other bid responses. Package fit depends on the actual request, page count, requirements, and deliverables—not the acronym.

Bid support · snapshots $99 / matrices $299 / readiness $899

Choose support based on your solicitation, page count, requirements, and deliverables.

Compare packages, included work & limits

RFP Requirements Snapshot

From $99

One solicitation, up to 15 supplied pages and 20 mapped requirements. Key submission dates, attachment checklist, and open questions. No proposal drafting.

Submission Matrix & Action Plan

From $299

One solicitation, up to 40 supplied pages and 60 requirements. Requirement references, owners, due dates, attachment register, and one clarification round.

Submission Readiness Package

From $899

One solicitation and response, up to 80 combined pages and 100 requirements. Matrix, attachment register, administrative completeness check, formatting/editing of up to 10 pages of client-supplied narrative, and one consolidated revision round. No technical writing, pricing strategy, or final submission.

Deadline Support

Custom quote

Short-notice work is accepted only after capacity and scope review. Rush fees, if any, are confirmed before work begins.

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03 / Human-reviewed support

COI & Vendor Document Tracking

Hands-on document organization and follow-up, based on requirements supplied by you or your adviser.

COI support · comparisons $49 / setup $299 / tracking $249–$499/month

Delegate agreed document comparison, tracking, and follow-up within defined vendor and workload limits.

Compare packages, included work & limits

Single COI Document Comparison

From $49

One certificate, one supplied requirement set, and up to five accompanying pages. Factual comparison and apparent missing-item list. Broker/coverage decisions remain with your qualified advisers.

Tracker Setup

From $299 one-time

Up to 25 vendor records, one project, one client-provided requirement template, and initial comparison of up to 10 certificate packages. Data cleanup, additional projects, and larger backlogs quoted separately.

Essential Tracking

From $249/month + setup

Up to 15 active vendors, one project, five certificate-package comparisons and 10 email follow-up attempts per month; monthly status report. Up to three service hours per month.

Growing Portfolio

From $499/month + setup

Up to 50 active vendors, two projects, 15 certificate-package comparisons and 30 email follow-up attempts per month; two status reports per month. Up to six service hours per month.

Larger or Complex Portfolios

Custom quote

For more vendors, including 500+, we assess setup, document volume, follow-up workload, staffing, and system fit before accepting or pricing the program. No unlimited-volume commitment.

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04 / Human-reviewed support

Plain-Language Contract Summaries

A human-reviewed reference to the stated fees, dates, obligations, and questions in your document.

Agreement summaries · $69 snapshot / $139 detailed summary

Personally reviewed explanations of supplied agreement terms, with defined page limits.

Compare packages, included work & limits

Contract Snapshot

From $69

One agreement up to five supplied pages, including software or service terms. Stated payments, key dates, renewal/notice language, and questions for clarification in a short summary.

Detailed Terms Summary

From $139

One agreement up to 15 supplied pages. Plain-language summary, payment/deadline table, stated responsibility checklist, and one clarification round.

Longer or Multiple Documents

Custom quote

Larger commercial agreements, linked schedules, multiple documents, translations, and extensive tables are scoped separately. No legal-rights interpretation, enforceability opinion, redlining, or advice on whether to sign.

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What you are paying for

From information to a usable next step.

Tools can help generate results. Your engagement with CKSHORTS CONSULTING includes personal attention to your materials and an agreed work product—not simply access to software.

Human review

We review the supplied material and check relevant output against the documents or agreed research sources. The scope identifies what is included and what remains outside the review.

An organized deliverable

Receive a referenced summary, research findings, submission matrix, or document register suited to the task—not an unstructured collection of results.

Clear follow-through

See open questions, stated deadlines, responsibilities, and next administrative actions. Clarification and follow-up are included only as described in your package or written scope.

Informational and administrative support. Qualified advisers remain responsible for legal, insurance coverage, and other professional determinations.

Start with a conversation

Not sure which package fits?

Free discovery conversation: 15–20 minutes to discuss fit, scope, and timing. This is not a free document review.

Focused planning session: $95 for 60 minutes of informational or administrative planning. We identify the agenda before booking; document production is quoted separately.

Discuss Your Project

How scope and additional work are handled

  • All prices are in USD and are starting prices, not binding quotes. Applicable taxes and approved external research costs are identified in your quote.
  • All supplied pages count, including attachments and addenda. A clarification round addresses the delivered work; it does not add a new document, name, or solicitation.
  • For tracking plans, vendor, document, outreach, project, and hour limits all apply. Work pauses at the first applicable limit unless you approve an additional scope. Unused monthly capacity does not roll over.
  • A certificate package means one certificate plus up to five accompanying pages against one supplied requirement set. Each email sent to a vendor or broker counts as one follow-up attempt; phone outreach is separately scoped.
  • Agreed additional administrative work starts at $85/hour, quoted and authorized in advance. Larger or specialized work receives a separate fixed quote.
  • Turnaround and capacity are confirmed before work begins. No automatic rush acceptance or unlimited follow-up.
Your value: A defined deliverable, human review, clear responsibilities, and transparent scope. Software access, legal representation, insurance advice, formal compliance determinations, and guaranteed outcomes are not included.

Nonlegal-service notice: CKSHORTS CONSULTING is not a law firm and does not provide legal advice, legal opinions, representation, insurance coverage opinions, filing guarantees, or contract-award guarantees. Clients remain responsible for decisions, final submissions, and document accuracy.

Before submitting a questionnaire, read our Privacy Policy. Do not include Social Security numbers, payment card or bank details, passwords, or medical records.

An ongoing administrative resource

Keep the next action moving between projects.

For small businesses, contractors, and nonprofits that need recurring help but do not need an unlimited service commitment. Agree on priorities, deliverables, capacity, and reporting at the start.

Business Support — from $499/month

Up to six service hours monthly shared across the agreed administrative tasks. Includes one monthly status report and a priorities check-in of up to 20 minutes, both counted within the hour allowance.

Business Support Plus — from $899/month

Up to ten service hours monthly shared across the agreed administrative tasks. Includes two monthly status reports and one priorities check-in of up to 30 minutes, all counted within the hour allowance.

Choose priorities within your written scope

  • Vendor-document registers, recorded expirations, and agreed email follow-up.
  • Bid-ready document-file maintenance, solicitation requirement checklists, and addendum tracking.
  • Plain-language summaries of stated agreement terms and deliverable or closeout registers.

How capacity works: These are shared-hour packages, not bundles of unlimited standalone services. Document reading, preparation, reporting, meetings, and outreach all count. Setup and backlog cleanup are quoted separately; volume and deliverable limits are defined in writing. Unused hours do not roll over. Additional work starts at $85/hour only after written approval. Specialist research, legal advice, coverage opinions, and automatic opportunity monitoring are excluded unless a separately agreed informational research task applies.

These flexible plans are alternatives to the dedicated $249/$499 COI tracking plans, not automatic additions to them. Monthly work is scheduled subject to agreed availability; a retainer does not promise immediate or emergency response. Billing and cancellation terms are provided before enrollment.

Request an Ongoing Support Scope