☑ Optimise and standardise your processes across teams and offices, reducing errors and ensuring a consistent experience for your clients.
☑ Customise and configure thorough automated workflows that handle your entire IP management lifecycle according to your firm's needs.
☑ Comprehensive tooling for managing your cases and documents at scale, enabling cohesive working across teams and offices.
☑ Look after all your incoming communications in one place. The Incoming Correspondence module and EPO mailbox importer allow you to bulk process instructions and office actions, triggering your pre-configured workflows.
☑ Simplified cross-platform working with the Microsoft Office plugin and API integrations with Questel IP Services and your wider productivity tools, meaning efficiency gains for your firm.
☑ Customise your workflows to generate 'ready to send' client communications using email templates and data merge codes.
☑ Securely share the information your clients need via their Client Portal, helping inform their commercial strategy.
☑ Effectively work with your clients using the document collaboration feature.
☑ Bulk-approve charges to allow for automatic billing streamlining your invoice sign-off process.
☑ Use the scheduled invoicing system to automatically generate and send invoices at your chosen interval.
☑ Handle your billing process by legal entity, meaning you can default currencies, tax rules and invoice content for each of your offices and access them all in one place.
☑ Easily work, add charges and bill in multiple currencies based on yours and your client's preferences.
☑ Analyse, track, and share progress using custom reports that meet your firm's and clients' requirements, including audit, management and work in progress reports.
☑ Generate customisable dashboards for quick access to the information you need.
☑ Handle your upcoming renewals at scale using the Renewals System, which walks your users through the process, step-by-step, so no actions are missed.
☑ Seamless API integrations with a growing number of renewals providers including PAVIS.
We’ll supply you with our template project plan including high-level schedule, detailed work item planning and key personnel resourcing through each phase. This plan is also accompanied by supporting documents to help you with requirement gathering, project managing and training planning.
Your dedicated Data Specialist will be working closely with you throughout your project to migrate your data from your existing systems into Equinox. This is a bespoke service to ensure your data is processed and mapped as seamlessly as possible.
From the early stages of development through to deployment and production, security guides every stage. Equinox is GDPR compliant, with two-factor (2FA), multi-factor authentication (MFA) and Single-Sign-On (SSO) all fully supported.
Looking for more information? Read our Data Security FAQs.
