FIDUCIARY-GRADE AI

What this means for you

Not registered yet, but its 02 Apr 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99740814

Mark type

Stylized text

Filed

02 Apr 2026

Attorney of record

PAULA K. UPSON

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable computer software for legal research featuring artificial intelligence; downloadable computer software for integrating legal research applications with computer operating systems and desktop software featuring artificial intelligence; downloadable computer software for document management featuring artificial intelligence; downloadable computer software for legal documents and legal matter management featuring artificial intelligence; downloadable computer software for accessing, sharing, scanning and searching files featuring artificial intelligence; downloadable computer software for managing electronic media and information via computer and communication networks featuring artificial intelligence; downloadable computer software for collaboration, project management, and workflow featuring artificial intelligence; downloadable cloud computing software providing web-based access to applications and services through a web operating system or portal interface featuring artificial intelligence; downloadable virtual data room software, legal due diligence software, collaboration software, and publishing software featuring artificial intelligence; downloadable computer software featuring artificial intelligence for use on tax form preparation tasks in the accounting field; downloadable computer software featuring artificial intelligence for client income tax related data collection, organization, and management; downloadable computer software featuring artificial intelligence for use in connection with audit workflow, namely, dynamic workflow processes for audits of financial statements; downloadable computer programs featuring artificial intelligence that provide tax and financial data to be used for regulatory compliance research and analysis for corporate taxpayers and professionals; downloadable electronic publications, namely, news bulletins, journals, practice notes, and document checklists, in the fields of law, tax, auditing, and accounting featurin
• Class 035 — Advertising and business services: Providing an online searchable database featuring business, legal, tax, accounting, and competitive intelligence information for legal, tax, accounting, and business professionals for business research purposes utilizing information retrieval, analytics, classification, voice command and recognition, speech to text conversion, and artificial intelligence; compiling and indexing business information in databases for others; providing artificial intelligence and agentic artificial intelligence-based services for accounting and tax assistance, namely, for assistance with tax filing preparation, tax consulting, business financial process management, as well as accounting and auditing tasks, all for use by businesses and tax preparation firms
• Class 036 — Insurance and financial services: Providing artificial intelligence and agentic artificial intelligence-based services for assistance with financial planning, management, and research; providing online searchable databases for use by accountants and tax professionals for financial planning, management, and research, including finance-related content, news, and reports in the fields of domestic and international taxation, accounting, and financial auditing, utilizing artificial intelligence, voice command and recognition, and speech-to-text conversion
• Class 041 — Education and entertainment services: Electronic publishing services, namely, publication of online electronic publications in the field of legal matters, including publications generated by artificial intelligence; providing information and advisory services relating to electronic publishing in the field of legal matters; online news reporting services in the field of business law
• Class 042 — Scientific and technological services: Software-as-a-service (SaaS) services featuring artificial intelligence for legal database search and retrieval, legal document generation and automation, and legal research and text generation; providing temporary use of non-downloadable software for law firms to store and share documents and exchange information with third parties involved in legal matters; providing online non-downloadable software featuring artificial intelligence for building outlines with citations in standard formats; design, development, programming, and maintenance of software for the collection, editing, organizing, modifying, bookmarking, transmission, storage, and sharing of documents, data, and information via computer and communication networks; application service provider (ASP) services, namely, hosting software applications for others for the foregoing purposes; creating websites for virtual communities to organize groups and events, participate in discussions, and engage in social, business, and community networking; providing temporary use of non-downloadable software for social networking, creating virtual communities, and transmitting multimedia content; hosting customized web pages featuring user-defined information and multimedia content; hosting web-based applications for cloud content management of business content; Software as a Service (SaaS) services and providing temporary use of non-downloadable cloud-based and web-based software featuring artificial intelligence for tax preparation tasks in the accounting field; Software as a Service (SaaS) services and providing temporary use of non-downloadable cloud-based and web-based software featuring artificial intelligence for data collection, organization, and management of client information used in income tax filings; Software as a Service (SaaS) services and providing temporary use of non-downloadable cloud-based and web-based software featuring artificial intelligence for audits workflow including dynamic workflow processe
• Class 045 — Legal and security services: Providing legal information services, namely, analyzing, evaluating, editing, and drafting legal documents for others; providing legal research information and analysis to lawyers and legal professionals; providing recommendations and reports on legal authorities and citations based on user input; providing online databases featuring legal information for litigation support, namely, organization of discovery documents, pleadings, case law, document drafting, and trial preparation; providing online databases featuring information on judges, courts, damages, attorneys, law firms, and case types; providing online information regarding the research history of lawyers and legal professionals; providing online legal analysis in the field of business law

Owner

• Thomson Reuters Canada Limited, Toronto, ON, CA

Prosecution history

• 02 Apr 2026 — APPLICATION FILING RECEIPT MAILED
• 02 Apr 2026 — NEW APPLICATION ENTERED