INTAPP
LIVE

Serial Number

98963927

Owner

INTEGRATION APPLIANCE, INC.

Attorney

Monica Riva Talley

Filing Date

Jan 15, 2025

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INTAPP Trademark

Serial Number: 98963927 • Registration: 7974685

INTAPP is a trademark filed by INTEGRATION APPLIANCE, INC. on January 15, 2025. The trademark is classified under Class 9 (Computers & Electronics), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

INTEGRATION APPLIANCE, INC. (9 trademarks)

200 PORTAGE AVENUE
PALO ALTO, CA 94306

Entity Type: 03

Trademark Details

Filing Date

January 15, 2025

Registration Date

October 7, 2025

Published for Opposition

August 19, 2025

Goods & Services

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

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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 7, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Oct 7, 2025 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 19, 2025 NPUB
PUBLISHED FOR OPPOSITION
Aug 19, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 13, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 15, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Jul 15, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jul 15, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Jul 15, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jul 15, 2025 CNEA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 30, 2025 GNRN
NON-FINAL ACTION E-MAILED
Jun 30, 2025 GNRT
NON-FINAL ACTION WRITTEN
Jun 30, 2025 CNRT
ASSIGNED TO EXAMINER
Jun 24, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 17, 2025 NWOS
NEW APPLICATION ENTERED
Jan 15, 2025 NWAP
APPLICATION FILING RECEIPT MAILED
Jan 15, 2025 MAFR