<div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><span style="font-size:16px;font-family:"times new roman",serif"><span class="gmail_default" style="font-family:"times new roman",serif">Yes, there is the issue of </span></span><span style="font-family:"Times New Roman",serif;font-size:12pt">\u201c<a href="https://www.uspto.gov/trademarks/maintain/amending-your-registration-s-goodsservices-when">Amending your registration\u2019s goods or services when technology evolves</a><span class="gmail_default" style="font-family:"times new roman",serif">.</span>\u201d<span class="gmail_default" style="font-family:"times new roman",serif"> And, in fact, one of the PTO's examples is moving from "</span></span><span style="font-size:12pt;font-family:"Times New Roman",serif">Downloadable software for use in database management (International
Class 9)<span class="gmail_default" style="font-family:"times new roman",serif">" to "</span></span><span style="font-size:12pt;font-family:"Times New Roman",serif">Software as a service (SAAS) services featuring software <span class="gmail_default" style="font-family:"times new roman",serif"></span>for use in
database management (International Class 42)<span class="gmail_default" style="font-family:"times new roman",serif">." (Obviously, other kinds of software beyond </span></span><span style="font-family:"Times New Roman",serif;font-size:16px">database management<span class="gmail_default" style="font-family:"times new roman",serif"> should be equally acceptable for this process.)</span></span><span style="font-family:"Times New Roman",serif;font-size:12pt"><div><br clear="all"></div><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div style="color:rgb(34,34,34);font-family:tahoma;font-size:medium"><span style="font-family:"times new roman",serif"><span style="font-size:16px">Cheers,</span></span></div><div style="color:rgb(34,34,34);font-family:tahoma;font-size:medium"><span style="font-family:"times new roman",serif"><span style="font-size:16px"> </span></span></div><div style="color:rgb(34,34,34);font-family:tahoma;font-size:medium"><span style="font-family:"times new roman",serif"><span style="color:rgb(255,102,0);font-size:12pt">Sam<span> Castree, III</span></span></span></div><div style="color:rgb(34,34,34);font-family:tahoma;font-size:medium"><span style="font-family:"times new roman",serif"><span style="color:rgb(255,102,0);font-size:12pt"><br></span></span></div><div style="color:rgb(34,34,34);font-size:medium"><font face="times new roman, serif"><span style="color:rgb(255,102,0);font-size:12pt"><span><i>Sam Castree Law, LLC</i></span></span></font></div><div style="color:rgb(34,34,34)"><font face="times new roman, serif"><span style="color:rgb(255,102,0)"><span><span style="font-size:12pt"><i>3421 W. Elm St.</i></span></span></span></font></div><div style="color:rgb(34,34,34)"><font face="times new roman, serif"><span style="color:rgb(255,102,0)"><span><span style="font-size:12pt"><i>McHenry, IL 60050</i></span></span></span></font></div><div style="color:rgb(34,34,34)"><font face="times new roman, serif"><span style="color:rgb(255,102,0)"><span><span style="font-size:12pt"><i>(815) 344-6300</i></span></span></span></font></div></div></div></div></span><br></div></div></div><br></div></div></div></div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Fri, Apr 4, 2025 at 1:18\u202fPM Boots, Daniel L via E-trademarks <<a href="mailto:e-trademarks@oppedahl-lists.com">e-trademarks@oppedahl-lists.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="msg6234478785560374907">
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(31,73,125)">Check past Trademark Office bulletins on this. I seem to recall there was a special policy adopted at one point for software due to this exact phenomenon \u2013 Class
9 S/W that people would previously buy hard copies of transitioning almost universally into downloadable software. I\u2019d go with the DOFU of the original software as it\u2019s still the original product -- software \u2013 it\u2019s just its means of delivery to the customer
that has changed. Also, remember that the Classification System (i.e., Class 9 vs. Class 42) is an administrative tool set up for the convenience of implementing and maintaining the NICE trademark system - it does not necessarily have the same force of law.
I can be, of course, corrected in any of the above and would indeed welcome any clarification.<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(112,32,130)">Daniel L. Boots</span><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(112,32,130)"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(84,88,89)">Partner</span><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(84,88,89)"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(112,32,130)"><img width="15" height="15" style="width: 0.1562in; height: 0.1562in;" id="m_4557664294247528811_x0000_i1028" src="https://logo.dentons.com/esig/icons/Direct_15px.png" alt="D"></span><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(84,88,89)"><a href="tel:+13179685361" target="_blank"><span style="color:rgb(84,88,89);text-decoration:none"> +1 317 968 5361</span></a><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(84,88,89)"><a href="https://www.dentons.com/en/global-presence/united-states/indianapolis" target="_blank"><span style="color:rgb(112,32,130);text-decoration:none">Indianapolis</span></a><u></u><u></u></span></p>
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<p class="MsoNormal"><b>From:</b> E-trademarks <<a href="mailto:e-trademarks-bounces@oppedahl-lists.com" target="_blank">e-trademarks-bounces@oppedahl-lists.com</a>>
<b>On Behalf Of </b>Montgomery, Alexander P. via E-trademarks<br>
<b>Sent:</b> Friday, April 4, 2025 9:52 AM<br>
<b>To:</b> For trademark practitioners. This is not for laypersons to seek legal advice. <<a href="mailto:e-trademarks@oppedahl-lists.com" target="_blank">e-trademarks@oppedahl-lists.com</a>><br>
<b>Cc:</b> Montgomery, Alexander P. <<a href="mailto:amontgomery@hinckleyallen.com" target="_blank">amontgomery@hinckleyallen.com</a>><br>
<b>Subject:</b> [E-trademarks] Sanity Check - DOFU (SaaS vs. Downloadable Software)<u></u><u></u></p>
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<p class="MsoNormal" style="background:white"><strong><span style="font-size:9pt;font-family:Helvetica,sans-serif;color:red;background:white">[WARNING: EXTERNAL SENDER]</span></strong><span style="font-size:9pt;font-family:Helvetica,sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="color:rgb(31,78,121)">Client has a registration on the Supplemental Register for downloadable software in Class 9. DOFU goes back decades.<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="color:rgb(31,78,121)">Client transitioned to cloud-based software in Class 42 less than five years ago (same mark).<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="color:rgb(31,78,121)">In a new application for the Class 42 software, can it claim first use going back to the DOFU for the downloadable software in Class 9? Or is the DOFU when it first provided the Class 42 software? My initial
thought was the latter, as the cloud-based software is a different type of product.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,78,121)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,78,121)">I\u2019m trying to figure out if a new application for registration on the Principal Register with a 2(f) claim based on five years\u2019 use is viable, or if we should simply petition to amend the goods in the previous
registration to cloud-based software based on technology evolution.<u></u><u></u></span></p>
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<p class="MsoNormal"><a href="http://www.hinckleyallen.com/people/alexander-p-montgomery" target="_blank"><b><span style="font-family:"Segoe UI",sans-serif;color:rgb(119,119,121);text-decoration:none">Alexander P. Montgomery</span></b><span style="color:rgb(119,119,121);text-decoration:none">
</span></a><br>
<i><span style="font-size:10pt;font-family:"Segoe UI",sans-serif;color:rgb(119,119,121)">Partner</span></i><span style="font-size:12pt"><u></u><u></u></span></p>
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<p class="MsoNormal" style="margin-bottom:6pt"><a href="https://url.uk.m.mimecastprotect.com/s/Q0H1C59nBs00qnXWhyimck_yZN/" target="_blank"><span style="font-size:10pt;font-family:"Segoe UI",sans-serif;color:rgb(119,119,121);text-decoration:none">Hinckley Allen</span><span style="color:rgb(119,119,121);text-decoration:none">
</span></a><br>
<span style="font-size:10pt;font-family:"Segoe UI",sans-serif;color:rgb(119,119,121)">28 State Street<br>
Boston, MA 02109-1775 <br>
p: 617-378-4366</span><span style="font-size:10pt;font-family:"Segoe UI",sans-serif;color:rgb(226,35,26)"> | </span><span style="font-size:10pt;font-family:"Segoe UI",sans-serif;color:rgb(119,119,121)"> f: 617-345-9020<br>
</span><a href="mailto:amontgomery@hinckleyallen.com" target="_blank"><span style="font-size:10pt;font-family:"Segoe UI",sans-serif;color:rgb(119,119,121);text-decoration:none">amontgomery@hinckleyallen.com</span></a><u></u><u></u></p>
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