system-prompts-and-models-o.../salesflow-saas/docs/internal/trademark_status.md
Claude 3ef62652aa
Phase 2 Execution Waves: 90-day plan + Verification Protocol scaffolding
Saves the DEALIX_PHASE2_EXECUTION_WAVES.md 90-day plan and scaffolds every
artifact the coding agent can produce. Wave A-E execution is explicitly
blocked until the Week-12 Phase Gate (§3) returns Green.

Added:
  §1 Verification Protocol (V001-V007)
    - scripts/v001_secret_scan.sh — trufflehog + gitleaks full-history scan
    - backend/tests/security/test_rls_fuzz.py — 10K cross-tenant fuzz
    - docs/verification/V003_pentest_engagement.md — vendor RFP + scope
    - docs/verification/V004_no_founder_demo_test.md — 3-tester protocol
    - scripts/v005_truth_registry_audit.py — independent audit tool
    - infra/load-tests/baseline.js — k6 perf baseline
    - frontend/tests/a11y/baseline.spec.ts — Playwright+axe baseline
    - docs/baselines/README.md + docs/verification/README.md

  §2 Founder Decision Sprint (FD001-FD005)
    - docs/internal/legal_entity_decision.md — MISA/DIFC/Delaware brief
    - docs/internal/trademark_status.md — SAIP filing kit tracker
    - docs/hiring/{design_engineer, backend_engineer, head_of_cs}.md

  §3 Customer Validation (CV001-CV004)
    - docs/customer_learnings/pilot_agreement_template.md
    - docs/customer_learnings/pilot_template/success_criteria.md
    - docs/customer_learnings/pilot_template/kickoff_checklist.md
    - docs/customer_learnings/friction_log.md + feature_requests.yaml
    - docs/customer_learnings/weekly_review_template.md

  Truth registry updates
    - docs/registry/TRUTH.yaml — new verification_protocol,
      founder_decision_sprint, customer_validation sections

Gates (post-change):
  architecture_brief.py     40/40
  release_readiness_matrix  94/94 (added 30 new scaffold checks)
  v005_truth_registry_audit 19/19 SUPPORTED
2026-04-17 11:13:27 +00:00

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# FD004 — Trademark Status
> **Status**: Kit prepared, filing NOT submitted
> **Owner**: Counsel (via FD002 engagement)
> **Deadline**: Week 3
---
## Marks to File
| Mark | Script | Classes | Priority |
|------|--------|---------|----------|
| **Dealix** | Latin | 9, 35, 42 (+41 if community) | P1 |
| **ديلكس** | Arabic | 9, 35, 42 (+41 if community) | P1 |
### Class Rationale
| Class | Scope | Why |
|-------|-------|-----|
| 9 | Software, downloadable apps | Core SaaS product |
| 35 | Business management, sales assistance | Revenue operations platform |
| 42 | SaaS, data analytics, design & development | Cloud-hosted intelligence |
| 41 | Training & education (future) | Only if Dealix Academy launches |
---
## Jurisdictions
### Primary (file immediately)
- **SAIP** (Saudi Authority for Intellectual Property) — KSA
- **Madrid Protocol** basic application — required to extend regionally via single filing
### Secondary (file within 6 months if KSA accepted)
- **UAE Ministry of Economy** — Dubai + Abu Dhabi
- **QIPO** — Qatar
- **Kuwait DIPI** — Kuwait
- **Egypt TMO** — Egypt (Wave E)
### Tertiary (file only if expansion materializes)
- EUIPO (EU) — if European customers materialize
- USPTO — if US fundraise happens
---
## Prior Art Check (due before filing)
Counsel must verify:
1. **SAIP database**: no confusingly similar KSA marks in classes 9, 35, 42
2. **WIPO Global Brand Database**: no blocking international registrations
3. **Google/DuckDuckGo**: no existing products branded "Dealix" in enterprise SaaS
4. **GitHub/npm/domain**: check technical trademark conflicts
### Known risk
- "Dealix" appears in some non-SaaS contexts (auto dealerships, games). Counsel to confirm non-confusingly-similar in classes 9/35/42.
---
## Budget
| Line item | Cost (est.) |
|-----------|-------------|
| SAIP filing, per class, per mark | 3,0005,000 SAR |
| 2 marks × 3 classes × SAIP = | 18,00030,000 SAR |
| Madrid Protocol basic (if via SAIP home) | 10,00015,000 SAR |
| Counsel professional fees | 15,00030,000 SAR |
| **Total Phase 1 filing** | **45,00075,000 SAR** |
---
## Materials Already Prepared
See `docs/legal/templates/TRADEMARK_FILING_KIT.md` for:
- Logo specimens (Latin + Arabic)
- Mark descriptions
- Class statements (draft text per WIPO Nice classification)
- Proof of first use (product screenshots, manifesto, marketing pages)
---
## Decision Record (FILL AFTER FILING)
- **SAIP application number(s)**: ________________
- **Filing date**: ________________
- **Counsel of record**: ________________
- **Priority date**: ________________
- **Expected examination**: ~12 months from filing
- **Renewal due**: +10 years from registration