TABLE OF CONTENTS

 

What does the 'Add Percentage Charge' functionality do?

The 'Add Percentage Charge' functionality lets you create a new charge on Equinox where the amount will be calculated automatically as a percentage of other charges that already exist on the case. The properties from the charge sheet item (e.g., charge category, charge owner, description) will be used on the newly generated charge. You can choose the percentage amount and the charges the percentage charge will be calculated from.

How do I add a percentage charge?

  1. To add a percentage charge in Equinox, go to the 'Charges' screen of the case you want to add a percentage charge for.
  2. Click 'Add Percentage Charge' in the left-hand menu.

A screenshot of an example patent case. 'Add Percentage Charge' is highlighted in red on the lower left-hand-side of the screen.

  1. On the 'Add Percentage Charge' page, use the drop-down menu to select the charge sheet entry you want to amend.
  2. Enter the percentage charge you want to add to the case.
  3. Tick the boxes to the right-hand side of the charges you want to calculate percentages for.
  4. Click the green 'Create' button.

 

A screenshot of the 'Add Percentage Charge' screen. A red arrow marked '1' points to the 'Charge Sheet Entry' drop down menu. A red arrow marked '2' points to the 'Percentage' window. A red boxed marked '3' highlights a ticked charge box. A red arrow marked '4' points to the green 'Create' button on the bottom right-hand-side of the page.

 

When your charge is added successfully, Equinox will return you to the ‘Charges’ page of your case. You will see a green box in the lower left-hand-corner (highlighted red in the screenshot below) telling you that Equinox has ‘Generated new percentage based charge’.

 

A screenshot of a successfully-calculated percentage based charge. A green confirmation message in the bottom right-hand corner of the screen is highlighted in red.

 

Why is my 'Charge Sheet Entry' drop-down menu blank?

Note: To add a percentage charge, you need to set up a charge in the charge sheet that is compatible with this functionality.

To get a percentage charge to appear on your case, make sure you have done the following two things:

  • Set the 'Amount' to 0. The amount will automatically be calculated as part of the percentage charge tool.
  • Set the 'Special' dropdown menu to 'Percentage'. This is what tells Equinox to calculate a percentage charge for this case.

Does Equinox have a default percentage charge?

The default percentage charge in Equinox is 10%. If you would like a different default percentage charge, please contact [email protected]. Our team will make this change for you.

How many charge sheet items can I add as percentage charges?

You can add as many charge sheet items as you need as percentage charges. These will appear as options in your 'Charge Sheet Entry' drop-down menu.