Categories are used to track the purpose or entity of your contacts.
Different categories are available in the two sections of the Address Book (‘Client, Associate and Other Side’ vs. ‘Applicant and Inventor’) as these are used to store different entities.
The table below outlines the different contact categories available in each section.
Private Practice
Client, Associate, Other Side Section:
Type | Description |
Client | The contact you have financial agreements with and invoice for any work on the case. |
Foreign Associate | An associate in another country that you work with. |
Other Associate | An associate in the same country that you work with. |
Other Side Solicitor | The legal representative of any opposition cases. |
Other Side Client | The opposing party client in any opposition cases. |
Applicant, Inventor & Licensee Section:
Type | Description |
Applicant | The legal property rights holder. In some instances, this may be the same as the Client. |
Inventor | An official inventor for a case. |
Licensee | An organisation or individual that is authorised to use the property rights. |
In-House
Owner, Associate, Other Side Section:
Type | Description |
Owner/Division | Your own contact details. |
Foreign Associate | An associate in another country that you work with. |
Other Associate | An associate in the same country that you work with. |
Other Side Solicitor | The legal representative of any opposition cases. |
Other Side Client | The client in any opposition cases. |
Applicant, Inventor & Licensee Section:
Type | Description |
Applicant | The legal property rights holder. In some instances, this may be the same as the owner. |
Inventor | An official inventor for a case. |
Licensee | An organisation or individual that is authorised to use the property rights. |
Note: It is possible to rename the Categories of contacts under System > System Wordings. This may affect how the contact is labelled on the Contacts tab of a case and in drop down lists.
Within each section or the Address Book, a contact can be assigned to more than one category to avoid having to create multiple records for the same contact.
E.g. A contact can be a Client and a Foreign Associate, or a contact can be an Applicant and Inventor.
It is also possible to link entities in the ‘Applicant/Inventor’ section to entities in the ‘Client/Associate’ section as Statutory Contacts.