How can we help you today?

Because Equinox is so customisable, it can handle all areas of IP. By default, your system will cover common categories like trademarks, patents and registered designs, but this can be fully customised to suit your specific needs.

No, Equinox is a cloud-based web-access platform, so you can log in from anywhere whenever you like. All you need is a stable internet connection.

We have integrations with Xero, Sage & LEDES, resulting in seamless exporting functionality. However, we can also create custom exports for most other accounting packages provided they can be imported in a CSV or TXT format.

Yes, Equinox helps manage your annuities through automated task management. The majority of these automated tasks come already built into your system, but we’ve made it easy for you to add/edit/delete all your automated tasks to fit in with your ways of working.

Not at all! We've helped hundreds of clients seamlessly make the switch to Equinox. We'll guide you through our efficient, clear onboarding process. We’ll carry out the work itself, you’ll simply need to give your approval and send us information along the way.

The time it takes depends on your requirements and the scale of the project. Once we've assessed your needs, we'll provide your tailored onboarding plan and schedule. Typically a smaller organisation will go live in 1-3 months, which includes time for system configuration, training, data migration and a chance for you to get familiar with your new system. 

Please email sales for more detailed information.

Yes, we provide training during onboarding. Our aim is to get you feeling confident with the ins and outs of Equinox before you go-live, to enable a seamless transition. We also have an online Help Centre full of how-to videos and guides for you to use whenever you need.

Yes, you will incur a one-off charge for onboarding on top of your usual subscription. This is calculated based on your unique requirements and we'll provide you with an itemised quote once we've assessed your needs.

Our most preferred is a database backup of your existing system (.BAK). The most common format is Excel spreadsheets. Other formats we can support include Microsoft Access as well as PDFs and word documents, although we don't recommend using these if it can be avoided.

Go-live migrations typically include two practice runs. Portfolio takeover migrations generally don't include a practice run, but we can arrange this if required. After a practice migration is complete, both parties will need to test the results thoroughly to ensure accurate migration results are achieved during the real migration.

Our team of data engineers will ensure a smooth migration. They are also available to carry out additional services throughout your subscription. This includes data cleaning and portfolio takeovers.

Yes. Equinox is fully GDPR compliant. 

For UK and EU clients, data (including backups) is stored in UK or EU data centres. For clients across the rest of the world, Equinox data is typically stored as geographically close to you as possible.

Yes. Regular backups are taken of both Equinox and any documents that you might upload. Multiple backups are taken and held in different geographic locations. Backups are encrypted both in transit and at rest.

The security of our systems and service is of paramount importance to us. From the early stages of development, through to deployment and production, our focus on security guides us at every stage. A combination of continual penetration testing, training, and staying abreast of the latest industry security recommendations allows us to maintain confidence in the security and robustness of our systems.

Yes. Equinox natively supports both email and SMS two-factor authentication. As a subscriber, you're free to choose whichever you prefer. Additional options are available for subscribers with a single-tenant solution (your own dedicated environment), who choose to enable single-sign-on (SSO). 

Yes. Single tenant subscribers can choose between Microsoft Active Directory Federated Services SSO or Azure SSO. This lets you set more advanced access policies, such as conditional access and/or MFA options.

Please contact us and we can provide more detailed information.

Access is included as part of your Equinox subscription. There is no additional cost for this tool.

Because we update this regularly, please contact ip-services@equinox-ipms.com for our latest list of monitored jurisdictions. 

Our online Help Centre is available 24/7.

Our Helpdesk operating hours are 7 am – 5:30 pm GMT/BST.

If you have an urgent query that can't be resolved via resources on our Help Centre, we have an emergency helpline available out of hours. Simply call our usual number +44 (0) 113 274 7309 and you will be redirected automatically.