Address book navigation 7

• Address Book Navigation Overview
• Mailing Lists
• Address Book Contact Structure
• Address Book Contact Categories/Types
• Client, Associate and Other Side Contacts

See all 7 articles

Organisation groups 3

• Organisation Groups Overview
• View an Organisation Group Diagram
• Edit/Delete Organisation Groups

Preferred associates 3

• Preferred Associates Overview
• Create Preferred Associate Rules
• Edit/Delete Preferred Associate Rules

Create new contacts 9

• Create New Client/Associate and Other Side Contacts Overview
• Create New Organisations / Individuals
• Create New Locations
• Create New People
• Create Applicant/Inventor and Licensee Contacts Overview

See all 9 articles

Organisation contact settings 12

• Organisation Contact Settings Overview
• Organisation Details
• Organisation Comments
• Organisation Finance Settings
• Organisation Preferences

See all 12 articles

Location contact settings 7

• Location Details
• Location History
• Location Left Hand Menu Tools
• Move a Location to Another Organisation
• Merge Two Locations within the Address Book

See all 7 articles

People contact settings 5

• People Details
• Person Left Hand Menu Tools
• Copy A Person from One Location to Another
• Move a Person from one Location to Another
• Merge Two People in the Address Book

Applicant, inventor & licensee contact settings 3

• Applicant, Inventor and Licensee Details
• Applicant, Inventor and Licensee Left Hand Menu Tools
• Merge Applicant/Inventor/Licensee Contacts

Edit contact details 6

• Edit Client/Associate/Other Side Organisation Details
• Edit Client/Associate/Other Side Location Details
• Edit Client/Associate/Other Side People
• Edit an Applicant, Inventor or Licensee
• Remove a Person From a Client/Associate/Other Side Location

See all 6 articles

Delete contacts from the address book 4

• Delete a Client/Associate/Other Side Person
• Delete a Client/Associate/Other Side Location
• Delete a Client/Associate/Other Side Organisation
• Delete an Applicant, Inventor or Licensee Contact

Case navigation 5

• Case Information Tabs
• Case Left Hand Menu Tools
• Case Status Glossary
• Case Dates and Numbers
• Case Links to Official Registers

Create a case 9

• Case Creation Options
• Create a New Case
• Copy a Case
• Generate a Madrid
• Create EP Validation Cases

See all 9 articles

Case summary & commentary 4

• Case Summary Overview
• Generate File Cover Sheets
• View Charge Discounts Available on a Case
• Case Commentary

Case details 6

• Case Details Overview
• Case Information Fields Overview
• Common Case Information Fields
• Update Case Information Fields
• Record Additional Case Priorities

See all 6 articles

Case left-hand menu 5

• Case Details Left-Hand Menu Tools
• Link Cases Together
• Case Details Left-Hand Links
• Print Case Labels
• View All Families

Case family 12

• Create a Case Family
• Family Management
• Case Family Left-Hand Menu Tools
• Adjust Family Case Data
• Unallocate a Case from a Family

See all 12 articles

Case contacts 11

• Case Contacts Overview
• Add Additional Clients to a Case
• Add an Associate to a Case
• Add Applicants/Inventors/Licensees to a Case
• Add/Edit Renewal Client/Renewal Billing Contact

See all 11 articles

Trade mark management 5

• Trade Mark Management Overview
• Trademark Case Information Fields
• Record Designated States
• Manage a Madrid/International TM Registration
• Record Trade Mark and Design Goods/Services and Classes

Citations and IDs 4

• Citations and IDS Overview
• Add New Case Citations
• View/Edit Case Citations
• Generate an IDS/Notify Citations

Unitary Patents 2

• Unitary Patent Management
• UPC Opt-out Functionality

PTO Import and Data Comparison 9

• PTO Data Comparison Overview
• Viewing Portfolio Comparison Results
• Resolving Differences
• Amending PTO Case Links
• Case Details Display

See all 9 articles

PTO Communications 1

• Process PTO Communications

EPO Communications 5

• EPO Mailbox Integration Overview
• Configure Rules for EPO Communications
• Configure the EPO Mailbox API
• Import EPO Communications into Equinox
• Process EPO Communications

USPTO Communications 1

• Configure USPTO e-Office Action Notification Processing

Markify Integration 1

• Markify Trade Mark Watch Integration

Questel Integrations 5

• Questel Integration Links Overview
• Grant Statistics
• Legal Status Analyser
• IDS Analyser
• IDS Generator

Client Portal 7

• Client Access - Overview
• Creating a Client Access account
• Editing an existing Client Access account
• Client Access - The Dashboard
• Viewing case information in Client Access

See all 7 articles

Generate correspondence 5

• Generate Correspondence Overview
• Generate Ad-hoc Correspondence
• Generate Correspondence from a Pre-set Task
• Standard Templates - Generate a Blank Letter
• Edit Email & 'Check By' Tool

Process a smart correspondence task 6

• Smart Correspondence Tasks Overview
• Smart Correspondence Tasks - Document/PDF
• Smart Correspondence Tasks - Email (Inline)
• Smart Correspondence Tasks - Email (with Attachments)
• Smart Correspondence - Discard a Correspondence Task

See all 6 articles

Outgoing correspondence 1

• Outgoing Correspondence

Correspondence management 7

• Correspondence Management Overview
• Set up Correspondence Management
• Add Correspondence Contacts
• Delete a Correspondence Contact
• Add Correspondence CC's

See all 7 articles

Document navigation 4

• Case Documents Tab
• View a Document in Equinox
• Document Notifications
• Document Reports

Upload documents 7

• Upload Documents to Equinox
• Upload Documents via Drag and Drop
• Upload Files via the ‘Add Document’ Button
• Save a Document via the ‘Add Filenote’ Button
• Email Files to Equinox

See all 7 articles

Update a document 2

• View/Edit Document Details
• Update/Replace a Document File

Document check in/out 4

• Document Check In/Out Overview
• Check Out a Document
• Check In a Document
• Override a Document Checkout

Document left-hand menu 10

• Document Left-Hand Menu Tools
• Bulk Download Documents From a Case
• Bulk Update Documents
• Multiple (Un)lock Documents
• Merge Documents

See all 10 articles

Microsoft Office plugin 9

• Equinox Microsoft Office Plugin Overview
• Login/out of the Equinox Office Plugin
• Use the Equinox Office Plugin in Word, Excel and Ppt
• Use the Equinox Office Plugin in Outlook
• Save a File to Equinox via the Office Plugin

See all 9 articles

Document views 1

• Document Views

Equinox User Conference 2024 8

• Bulk import tooling
• Copy case profiles
• Equinox data sharing
• European patent & translation services
• Markify Watch integration

See all 8 articles

Equinox User Conference 2023 5

• EPO mailbox integration
• PTO import & comparison tool
• Top tips for optimising your processes
• Giving you more control - Improvements to permissions and user management
• PAVIS Renewals Integration

Equinox User Conference 2022 3

• Tips for configuring your dashboards
• Our top tips for using Equinox IPMS effectively
• IP Services & Unitary Patent preparations

Webinars 2020 1

• Webinar Series 1 (May-June 2020)

Finance navigation 4

• Case Charges Tab
• View a Charge
• Finance Menu
• Split Charges

Add a charge 9

• Adding Charges Overview
• Manually Add a One-Off Charge
• Add a Charge from the Charge Sheet
• Add Time-Related Charges to a Case
• Add Charges in Different Currencies

See all 9 articles

Update a charge 5

• Edit/Update Charge Information
• Mark Charges as Billed
• Delete a Charge
• Edit the Original Currency Amount of a Charge
• Add Percentage Charge

Charge left-hand menu 8

• Charge Left Hand Menu Tools
• Combined Invoice Shortcut
• Copy Charges Locally
• Copy to Other Cases
• Related Charges

See all 8 articles

Discounts 11

• Discounts Overview
• Charge Discounts Overview
• Create New Charge Discounts
• Charge Discount Priority
• Edit Charge Discounts

See all 11 articles

Budgets 6

• Budgets Overview
• Create a Budget
• Allocate a Case to a Budget
• View/Update a Budget
• View a Budget on a Case

See all 6 articles

Charge approvals 8

• Charge Approvals Overview
• View Charge Approval Status
• Finalise Time Charge as 'Ready for Approval'
• Charge Approval Screen Overview
• Mark Charges as Approved

See all 8 articles

Invoice previews 6

• Invoice Previews Overview
• Generate an Invoice Preview
• Amend an Invoice Preview
• Discard an Invoice Preview
• Generate a Final Invoice from a Preview

See all 6 articles

Generate an invoice 8

• Invoice Options Overview
• Single Case Billing
• Combined Case Billing
• Monthly Billing
• Split Invoices

See all 8 articles

Update an invoice 4

• View an Invoice
• Invoice Information Fields
• Update an Invoice/Mark Invoice as Paid
• Unbill an Invoice

Record/log time 5

• Use the Equinox Timer
• Log Time on a Case (Billable/Non-billable)
• Timesheet Overview
• Record Time in the Timesheet
• View Time Logged in the Timesheet

Finance exports 3

• Export Invoices to Xero
• Export Invoices to LEDES
• Export Invoices to Sage

Charge rates 2

• Currency-Specific Charge Rates
• Standard Charge Rate Options

Cost Forecasts 8

• Cost Forecasts Overview
• Create New Forecasts
• Edit A Forecast
• Delete A Forecast
• View Multiple Forecasts

See all 8 articles

IP Law Portal 9

• IP Law Portal: Overview
• IP Law Portal: Dashboard
• IP Law Portal: Law Notifications
• IP Law Portal: Jurisdictions
• IP Law Portal: Pre-set tasks

See all 9 articles

Installing the plugin 3

• Plugin Download Links
• Plugin Installation Guide
• Change the Server the Equinox Plugin Is Connected To

Release notes 4

• v3.5.1 Release Notes
• v3.5.0 Release Notes
• v3.4.5 Release Notes
• New Feature Summary

User guides 10

• Equinox Outlook Plugin – Save to Matter
• Outlook – Save to Multiple Matters
• Outlook – Categorise Sent Emails
• Outlook - Send and Save
• Outlook – Attach from Matter

See all 10 articles

Navigation 2

• System Renewals Tab
• Renewal Due Date Page

Functionality guides 6

• Generating A Renewal Due Date
• Adding Costs and Quotes
• Sending Client Notices
• Processing Renewal Instructions
• Processing Charges

See all 6 articles

Configuration 5

• Renewals Configuration Overview
• Renewals Settings
• Renewals Charge Sheet
• Renewals Notice Settings
• Renewals Notice Templates

PAVIS Integration 9

• PAVIS Integration Summary
• PAVIS Data Requirements
• Transferring case details to PAVIS
• Receiving costs/quotes
• Transferring instructions - single orders

See all 9 articles

Reports navigation 2

• Reports Overview
• Reports Menu

Report generator 13

• Report Generator Overview
• Report Types
• Create a New Report
• Report Column Categories
• Common Report Columns and Filters

See all 13 articles

System reports 2

• System Reports Overview
• Financial Reports

Scheduled reports 4

• Scheduled Reports Overview
• View Scheduled Reports
• Schedule a Report
• Deleting A Scheduled Report

Report export settings 4

• Report Export Settings Overview
• Excel Report Export Settings
• PDF Report Export Settings
• Advanced Report Export Settings

Timesheet reports 5

• Timesheet Reports Overview
• Timesheet - Weekly Targets Report
• Timesheet - Monthly Overview Report
• Timesheet - Time List Report
• Timesheet - User Profiles Report

System overview 5

• Page Layout Overview
• Equinox Default Dashboard
• Equinox Left Hand Menu Overview
• Equinox Navigation Overview
• Show/Hide Left Hand Menu

Search options 6

• Recent Cases Shortcut
• Master Tasks List
• Link to the Help Centre
• Search Functions in Equinox
• All Cases

See all 6 articles

Task navigation 4

• Task Notifications
• Case Tasks Tab
• Task Reports
• Task User Preferences

Create a task 6

• Add a One-Off Task
• Add a Pre-set Task List to a Case
• Manually Add a Pre-set Task List to a Case
• Add an Office Action Set Date Pre-set
• Add Outstanding Pre-sets

See all 6 articles

Task information 4

• Task Information Layout
• Task Detail Fields
• Task Details Audit
• Task Icons

Update a task 7

• Edit/Update a Task
• Mark a Task as Done
• Link a Document to a Task
• Delete a Task
• Action Components When a Task is Done

See all 7 articles

Task left-hand menu 8

• Task Left-Hand Menu Tools
• Delete Multiple Tasks
• Move Multiple Task Due Dates On
• Move Multiple Task Due Dates To a Set Date
• Change the Type on Multiple Tasks

See all 8 articles

Equinox Law Firm training videos 9

• Equinox IPMS: initial demo video
• Correspondence templates
• Renewals Workflow Training Video
• Finance Features Training Video
• Document Management Training Video

See all 9 articles

Equinox Corporate training videos 2

• Equinox Corporate Training Video
• Corporate Core System Configuration Training Video

Getting Started 2

• Introduction
• Authentication & Keys

Authentication 2

• Create Key
• Validate Key

Users 2

• All Users
• Get Signature

Matters 14

• Get By Document ID
• Get By Mattercode
• Search For Mattercode
• Get By Matter ID
• Get Contacts

See all 14 articles

Documents 14

• Get Primary Classifications
• Get Primary Classifications For Matter
• Get Secondary Classifications For Primary Classification
• Get Secondary Classifications For Primary Classification On A Matter
• Get By Document ID

See all 14 articles

Incoming Correspondence 2

• Create Incoming Correspondence
• Find Matching Workflows

Tasks 5

• Get All Due Today
• Mark As Complete
• Create Task
• Edit Task
• Delete Task

Reports 6

• Get By ID
• Get Special Report By ID
• Create Report
• Edit Report
• Get Report Settings By ID

See all 6 articles

Letter 4

• Create Letter For Matter
• Create Letter For Master Template
• Create HTML For Letter
• Convert DOCX To PDF

Finance 5

• Create Invoice From Master Template
• Create Inbound Invoice
• Update Invoice Payment Status
• Check Invoice Number Exists
• Get All Invoices Scheduled For Today