DRAFT — operator review required before sending. Do NOT send without Kristerpher's approval. This draft is attorney-client privileged. Do not post to GitHub issues, PR comments, or any public channel.
To: Matthew Crosby, Schwartz IP Law From: Kristerpher Henderson Re: RAXX trademark filing — §2(d) analysis follow-up Date: [send date — operator to confirm before sending]
Matthew,
Thank you for the clear signal on this. I understand now that the §2(d) analysis will run on the cited registration's identification text as written — not on what Ramp Payment Solutions actually does commercially — and that the amendment I proposed won't change that calculus materially.
Two questions before I decide how to proceed:
1. What is your current read on the §2(d) probability? Given our tightened identification (options-trading software, Classes 9 and 42), are we looking at a likely office action with a defensible response, or a likely office action with an uncertain outcome even after response? I want to understand whether this is "file and expect to fight" or "file and accept that registration may not be achievable."
2. Is the cited registration's specimen worth a look? I'm wondering whether Reg. 7779396's specimen actually supports the breadth of the identification — particularly the "financial transaction services" and "online payment platform" language. If the specimen is limited to bar/restaurant POS, there may be a §14 cancellation angle worth evaluating before we commit to filing and contesting an OA.
Happy to jump on a 20-minute call this week if that's faster than email on these. Just let me know what works for your schedule.
Thank you, Kristerpher
Operator notes for review before sending: - The two questions above are K1 and K2(a)-(b) from the staged question list in
docs/business/questions-for-attorney.mdSection K. They are the highest-priority inputs needed before the filing decision. - The call offer is intentional — these are judgment calls that benefit from real-time back-and-forth; email rounds will be slower and more expensive. - Do not ask all six K-section questions in this email — Crosby charges by the hour and the two questions above are the gate: if §2(d) probability is low-enough, file; if §14 cancellation is viable, pursue that first. The other questions (coexistence, OA budget, pivot threshold) follow from his answers to these two. - Remove this "Operator notes" block before sending.