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Statistics
Trademark Surveys
Likelihood of Confusion Surveys | Our team conducts likelihood of confusion surveys using the Eveready or Squirt formats to assess if consumers are confused by allegedly similar trademarks or trade dress, providing clients with critical evidence in intellectual property cases.
Secondary Meaning Surveys | Secondary meaning surveys measure whether consumers associate an asserted trademark or trade dress with a single source. Our findings help establish or refute distinctiveness claims.
Genericness Surveys | Genericness surveys using the Teflon format measure whether consumers understand a name or trade dress as a distinctive brand from one source, or as a generic type of good or service.
Fame or Awareness Surveys | Our surveys quantify fame and awareness among the general consuming public. Conducted independently or as part of a package of intellectual property surveys, our survey research helps make your case.
Likelihood of Dilution Surveys | When another mark allegedly weakens a brand’s identity, likelihood of dilution surveys measure whether blurring may harm the brand’s distinctiveness or whether the brand’s reputation is likely to be tarnished in the marketplace.
False or Deceptive Advertising Surveys
False or Deceptive Advertising Surveys | We conduct consumer perception surveys to evaluate what messages consumers perceive in advertising claims, providing reliable expert reports to support data-backed arguments in false advertising cases.
Materiality Surveys | Materiality surveys measure the importance to consumers of disputed advertising claims, allegedly infringing trademarks, or other areas of dispute, providing robust data to support calculation of damages.
Other Litigation Surveys
Survey Rebuttals | Our experts critically evaluate opposing litigation surveys and provide rebuttals, identifying serious methodological flaws that may cause a survey to be excluded or given low weight.
Damages Surveys | In complex litigation, when damages are based on a portion of profits, our damages surveys help courts apportion damages based on real consumer behavior or preferences.
Patent & Copyright Infringement | We assess consumer perceptions and buyer behavior to measure whether a patent or copyright has been infringed and to help your team quantify any potential damages.
Meet Our Litigation Survey Experts
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Bruce Isaacson, DBA
Senior Managing Director, Litigation Surveys & Consumer Science
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Justin R. Anderson, PhD
Managing Director, Litigation Surveys & Consumer Science
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Keith A. Botner, PhD
Senior Vice President, Litigation Surveys & Consumer Science
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Molly Spencer, PhD
Associate Vice President, Litigation Surveys & Consumer Science
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Gabriela Orsak, PhD
Vice President, Litigation Surveys & Consumer Science
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Jon Krosnick, PhD
Affiliate Advisor
FAQs
Litigation survey experts can be engaged any time prior to disclosure of expert witnesses. Law firms and legal departments most commonly call on them after deciding on a legal strategy, but can and do call during pre-litigation risk assessment, discovery planning, or prior to filing or responding to a complaint. Early involvement allows the expert to design and frame survey objectives, assess evidentiary needs, and design a methodology aligned with applicable legal standards.
The Litigation Surveys and Consumer Science group at IMS Legal Strategies provides survey and rebuttal expertise through the litigation lifecycle. Survey expert witnesses are often retained during the pre-litigation phase to evaluate issues like the likelihood of confusion, materiality, or damages, and to inform decisions and litigation strategies regarding whether to file suit, seek early resolution, or pursue injunctive relief.
Survey experts may also be engaged during the early litigation phase, in connection with pleadings, temporary restraining orders, or preliminary injunction motions. During the fact discovery phase, survey experts may be retained to design and execute litigation-ready consumer surveys that address the claims and defenses at issue. In Daubert and admissibility challenges, experts defend their research or rebut opposing survey evidence. During the trial phase, survey experts may present testimony to judges or juries, explaining their findings.
Surveys may play a role in litigation strategies for false advertising, trademark disputes, patent issues, and any other disputes that require reliable evidence of consumer perceptions. These disputes arise in federal district courts, state courts, private bodies, and administrative proceedings. Jurists have relied on IMS litigation surveys in proceedings before U.S. courts, before private self-regulatory tribunals, and in matters involving regulatory scrutiny.
IMS designs and executes litigation surveys grounded in accepted social science and legal principles, whose accepted methodologies include likelihood of confusion surveys, false or deceptive advertising surveys, materiality surveys, secondary meaning surveys, and damages-related surveys, such as price premium and willingness-to-pay analyses.
Surveys are designed and executed to measure an audience’s opinions or experiences accurately, and to withstand judicial scrutiny. Read more about accepted survey methodologies here.
The litigation surveys and rebuttals group at IMS Legal Strategies comprises leading litigation survey expert witnesses who have designed, executed, and defended surveys admitted into evidence and relied upon by courts. Their testimony helps clients successfully defend against Daubert and other admissibility challenges. IMS survey experts have contributed to favorable outcomes in high-stakes litigation involving nearly every industry, including consumer products, healthcare, financial services, technology, and regulated industries.
Explore case studies to see how we help clients achieve favorable outcomes.
Decision-makers rely on IMS survey methodologies in matters involving the Federal Trade Commission (FTC) and the BBB National Programs, National Advertising Division (NAD). Regulatory bodies overseeing advertising and marketing practices expect consumer survey research to be reliably conducted and defensible.
We bring decades of research and survey design expertise and deliver nuanced research that meet litigation and regulatory survey expectations.
The litigation surveys and rebuttals group at IMS Legal Strategies provides written reports and evidence rebutting survey evidence of all kinds. Our experts identify design flaws, biases, leading questions, analytical errors, deviations from accepted standards, and other serious concerns about litigation surveys. Explore a sample rebuttal case study here.