The connected IP management system for law firms

• Utilise the power of AI with a growing number of applications, including: Office action responses; patent drafting with AI-assisted content generation; goods & services drafting for trademarks; claim chart generation to simplify patent comparisons; document analysis, data extraction, and entry, plus generation of documents; AI-powered opinion generation for trademark search and watch. 

• Personalise your system to suit your firm, including wording, user permissions, case code format, case layout and case categories.

• Create families to speed up case creation and efficiently batch manage your cases.

• Access over 50 online registers from within Equinox.

• View your full history of transaction logs and leave internal comments for collaborative working across teams.

• Use the powerful Equinox Microsoft Office plugin to upload and save your documents effortlessly.

• Securely share documents with your clients in their Client Portal.

• Assign important documents to members of your team.

• Categorise your documents to optimise searching.

• Easily bulk download case documents for offline use.

• Save time and boost efficiency with pre-set processes that guide you through your tasks and deadlines, triggering reminders and actions along the way— keeping you focussed and on track.

• Handle your upcoming renewals using the Renewals System, which walks you through the process, step-by-step, so no actions are missed.

• Connect your IPMS using our API integrations with Questel's IP Services and your wider productivity tooling. Find out more about our integrations here.

• Using our industry-first IP Law Portal, install complex processes that follow process and procedure set out by the official offices— directly into your system!

• Create ready-to-send email and letter templates using merge codes that auto-populate client and case information from your system.

• Link correspondence tasks to your processes so your clients are always kept in the loop.

• Send emails and letter attachments using the dependable Microsoft Office plugin and our Gmail integration, plus manage correspondence records and set contact preferences.

• Quickly and securely share documents, data, and reports with your clients via their customisable Client Portal.

• Set up and allocate budgets, add disbursements and fixed service fees your clients have incurred and assign discounts to your cases.

• Record and log billable/non-billable time spent working on a case using the system timer and timesheets.

• Create invoice templates, generate single or combined invoices, and update their status. 

• Smoothly export invoices to your accounting software, such as Xero, LEDES or Sage.

• Use handy pre-built reports or create custom reports that meet the needs of your clients or firm, covering everything from active cases and upcoming tasks, to finance or audit reports.

• Schedule reports to be sent to you automatically, giving you handy summaries of key details in a convenient format.

• Create easy-to-digest custom dashboards for quick access to the information that's important to your firm.