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Add trademark advisory to your practice — no IP expertise required

Your clients register companies with you, then leave the brand unprotected. Avanti Notum lets your practice offer trademark pre-screening as a billable advisory service — built around the SIC codes you already use every day.

UK IPO register
Team plan — £299/mo, inc. VAT

Your clients protect their company name. Not their brand.

Every company formation you handle involves a name. You file it at Companies House, the client trades under it — and a company name registration gives them almost no protection over the brand itself. Anyone can register a confusingly similar name as a trademark, and disputes follow.

Most clients do not realise this. Many would happily pay for advice on it, if it were offered as part of the trusted relationship they already have with you. At present, the typical path is a referral to an IP solicitor — which means you lose the advisory fee, and a piece of the client relationship goes with it.

Trademark pre-screening is a natural extension of the company-formation conversation. Until now, the obstacle has been that it seemed to require IP expertise your practice does not have. Avanti Notum removes that obstacle.

From SIC code to trademark classes — automatically

Here is the part built specifically for accountants.

Enter the client’s SIC code.

The code you already file at Companies House. No IP knowledge needed to get started.

Avanti Notum suggests the relevant trademark classes.

The platform suggests the applicable Nice classes from the SIC code, each with a confidence level and a short rationale. You apply the knowledge you already have.

Run a scored trademark search.

A ranked list of similar marks from the UK register, each scored for phonetic, visual and conceptual similarity, with a red/amber/green conflict-risk indicator.

A service you can bill for

Trademark pre-screening fits neatly into your existing fee structure. A practice can charge a client £50–100 for a 'trademark health check' alongside a company formation — a modest, easily justified fee for genuine due diligence.

The Team plan, designed for multi-client practices, is £299 a month (VAT included) and includes unlimited fair-use searches and white-label reports. A practice doing even a handful of trademark checks a month recovers the subscription comfortably. Across a typical formation volume, the service is straightforwardly profitable — and it deepens the advisory relationship that keeps clients with you.

The numbers, plainly

Illustrative, at the Team plan\u2019s published price.

Team plan — unlimited fair-use searches, white-label reports, multiple seats.
£299/mo
Client checks a month at £75 each covers the subscription in full.
4
Client marks you can monitor on one Team subscription.
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Reports that look like they came from you

On the Team and Enterprise plans, the PDF reports Avanti Notum generates are fully white-label. They carry your practice's branding — your logo, your name — with no Avanti Notum branding visible. To the client, it is your work product: a professional document confirming the trademark pre-screening you carried out as part of their advisory service.

Informational pre-screening — not legal advice

We know professional indemnity is the first thing a practice manager thinks about before offering a new service. Avanti Notum is built to support the right positioning. Avanti Notum is a search and monitoring tool. It produces similarity scores and conflict detection — information — not legal opinions. The reports it generates carry clear disclaimers stating that they are informational pre-screening and that a qualified trademark attorney should be consulted before filing. Used and presented this way, the service is advisory in exactly the sense your practice already operates in: you are surfacing a risk and recommending the right next step, not giving a legal ruling. The honest framing is not a limitation to work around — it is what keeps the service safe to offer. We recommend reviewing the positioning with your own professional indemnity insurer before you launch the service.

High conflict risk

Avanti Notum is built specifically to avoid this framing. Reports carry explicit disclaimers. The tool produces similarity scores and conflict detection — information — not legal opinions. This framing should not be used.

Quick to adopt across the practice

The Team plan includes multiple seats, so several team members can run searches and produce reports from their own logins. Because the entry point is the SIC code — something every team member already understands — most are productive within fifteen minutes. There is no IP training to organise and no specialist to hire.

Become a founding partner

We are working with a small number of founding accountancy practices to shape Avanti Notum around the realities of practice workflow. Founding partners get early input into the product, hands-on onboarding support, and a chance to lead on a service their competitors are not yet offering.

If your practice handles company formations and you can see trademark advisory fitting alongside them, we would like to talk.

Turn a referral into a service

The trademark conversation is already happening in your formation meetings. Avanti Notum lets your practice own it — and bill for it.

Customer stories follow our private beta.

The first page of a generated similarity report PDF, showing the searched mark, the summary scores and the closest matches.
Captured from Avanti Notum, demo workspace