The Contacts tab of a case provides the following options:

  • Link contacts from the Address Book to relevant cases 
  • View/update the existing contacts that are linked to the case
  • Shortcuts/links to view/edit the details of contacts in the Address Book
  • Generate ad-hoc correspondence to your case contacts


There are different sections to add/display the information for different categories of contacts. These sections relate to the types of contacts that can be added in the Address Book:


Type

Description

Clients 

(Within in-house systems this is called the Owner/Division)

The contacts you're billing for any work completed for the case. All cases require a Primary Client when the case is created. You can also add Additional Clients here.

Applicant

The contacts that own the IP rights

Inventors

The contacts that invented/designed the IP

Licensee

The contacts that have licenses to use the IP

Associates

All Foreign Associates and Other Associates

Other Side

All Other Side Clients and Other Side solicitors

Official Offices/

Authorities

These are the contact details for Official Intellectual Property Offices around the world. 

 

  • If using the Official Offices functionality, this list is configured by Equinox. Please contact our Support Team to make any changes or request the addition of new IPOs.
  • If using the Authorities functionality, you can add and customise and add the list of IPOs by yourself.
Overrides and Notes
View all overrides configured for the case and any correspondence notes