If you're wondering what happens on a trademark consultation call and how to get ready—you're not alone. One of the biggest pain points we hear from potential clients is uncertainty about the process. At Indie Law, we believe in removing the mystery, empowering you with knowledge, and helping you show up confident and prepared.

This post will walk you through exactly what happens during a consultation, what to have ready, and how to make the most of this important first step.

Why a Trademark Consultation Matters

A trademark isn’t just a legal box to check—it's your brand’s legal armor. Whether you're protecting your logo, business name, or slogan, a consultation is the first step in claiming your space in the marketplace.

According to the United States Patent and Trademark Office (USPTO), over 72% of trademark applications are initially refused, often due to simple mistakes like conflicts with existing trademarks or vague descriptions of goods/services1. A consultation helps you avoid these common errors and get on the path to protection.

What Happens During a Trademark Consultation Call

Here’s what you can expect on your call with the Indie Law team:

1. Introduction and Discovery

We’ll start by learning about your business, your brand, and what you’re trying to protect. This is your chance to tell your story—how you started, what your mission is, and how your brand is showing up in the world.

2. Preliminary Risk Assessment

We’ll talk through whether your name or logo is likely to run into issues. Our team may do a light screening search or discuss results if you've already done one. Note: This is not a full legal search, but it offers early insights on potential risk.

3. The Trademark Process Explained

You’ll learn the step-by-step process—from comprehensive search to filing—and what timelines to expect. On average, USPTO review takes 8–12 months, though every case varies.

4. Customized Legal Strategy

We’ll outline your options based on your specific goals. For example, if you plan to expand internationally or launch digital products, that impacts the type of trademark protection you need.

5. Q&A and Next Steps

This is your chance to ask anything. Wondering about classes, costs, conflicts, or how enforcement works? We’re here to clarify your concerns and discuss the best path forward.

⚠️ Please note: This call is an informational session. Legal services officially begin only after you hire us as your attorney.

How to Prepare for Your Call

To get the most value from your consultation, come with a few things ready:

✅ Brand Assets

• Your business name, logo, slogan, or product names
• Variations or alternate spellings you’re using
  

✅ Description of What You Do

• What products or services do you offer?
• Who is your target audience?
• Where do you operate (online, local, or global)?
  

✅ Evidence of Current Use (If Applicable)

• Website URL or social profiles
• Product listings, packaging photos, or marketing materials
  

✅ Long-Term Goals

• Planning to expand?
• Launching a podcast or new brand content?
• Going international?
  

✅ Questions to Ask

• “How do I know if my name is unique enough to register?”
• “What does the timeline look like?”
  “What happens after I file?”
• “How are disputes or oppositions handled?”

Bonus: Quick Stats to Know

• 72% of trademark applications are initially refused without attorney involvement.
• Working with an attorney raises approval rates to over 83%2. 
• Many refusals stem from avoidable issues like misclassification, weak distinctiveness, or existing conflicts.

Why Indie Law?

At Indie Law, we work with creative entrepreneurs, coaches, course creators, and online brands—so we get the nuances of your work. Our mission is to demystify the legal process, provide actionable strategies, and make you feel fully supported from day one. This isn’t just a formality—it’s the first step in your protection plan.

Additional Resources from Indie Law

Looking to dive deeper? Here are some helpful reads that complement this guide:

• How to Conduct a Comprehensive Trademark Search
• Guide to Trademark Classes and Descriptions
• Common Trademark Mistakes and How to Avoid Them
• The Role of a Trademark Attorney in the Registration Process