• Personalise your system to suit your firm, including wording, user permissions, case code format, case layout and case categories.
• The system is available in English, French, German and Japanese.
• 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 Microsoft Office plugin to effortlessly upload and save your documents.
• 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.
• Seamless API integrations with a growing number of renewals providers including PAVIS.
• At the click of a button, install complex processes that follow process and procedure set out by the official offices— directly into your system! These can be tweaked to match your internal processes.
• Have bespoke processes configured for you, in line with your unique requirements.
• Included in your subscription is our industry-first IP Law Portal— the ultimate tool for staying up-to-date with processes, renewal laws, official fees & more.
• 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 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.
Every law firm is different. We'll work with you to understand your requirements, then configure your system just the way you like it. Our onboarding team aim to get you live on your system quickly, so you can feel the benefits straight away.
Learn more about our Onboarding Service here.
As part of our Onboarding Service, we'll provide training that's tailored to the way you'll use your new Equinox system.
If you need a recap later down the line, or have more complex training requirements, simply let us know.
Our friendly support team is on hand to answer your questions, plus you can access our online Help Centre whenever you need. To help you make the most of new features and functionality, we continually add and update resources, like how-to videos and step-by-step guides.
Have questions already? Head to our FAQs page.
