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Solution · Practices

Watch every client mark. Review only what needs advice.

Watch services generate volume. Dmarkb scores and filters it before it reaches your team, groups it by client, and attaches an evidence file to every flag so the first read is the useful one.

Portfolio view

ClientMarksOpen flags
Client A62
Client B31
Client C110
Client D23

§ 01For the practice

Less time in raw results. More time on matters.

Multi-client management

Each client's marks, classes and jurisdictions kept in their own portfolio.

Per-mark thresholds

A weak descriptive mark and a strong invented mark do not need the same sensitivity.

Pre-scored results

Candidates arrive ranked by combined score, with the driving dimension named.

Evidence for client matters

Reports formatted to attach to a client file or a reporting letter.

Window awareness

Publication dates tracked, so review is ordered by how soon the window closes.

Priority support

A direct line for onboarding portfolios and adjusting watches.

§ 02Workflow

Fits the way a watch service already runs.

Dmarkb takes over the reading and first-pass sorting. Your team keeps the advice, the client relationship and every decision about what to file.

  • Onboard a client portfolio in one pass: marks, classes, jurisdictions
  • Review flags by client, ordered by score and time left in the window
  • Forward the report with your advice, or dismiss with a note
  • Keep a history of every flag and decision per client mark
  1. 1

    Portfolio added

    Client marks and classes loaded

  2. 2

    Scanned and scored

    Engine reads registers on cadence

  3. 3

    Filtered by threshold

    Only candidates above each mark's line

  4. 4

    Report attached

    Your team reviews and advises the client

FAQ

Questions, answered

Can we brand reports for our clients?

Reports are laid out so they can be attached to your own reporting letter. Speak to us about the format your practice uses.

Can each client have different jurisdictions?

Yes. Every client portfolio has its own classes, jurisdictions and thresholds.

Does Dmarkb contact our clients?

No. Dmarkb reports to the account holder and any recipients you add. The client relationship stays with you.

Bring a client portfolio. We will map the watch.

Share the marks and jurisdictions you manage and we will set up the Firm plan around your practice.