Equinox Law Firm

The connected IP management system for law firms

IP management software for law firms

Optimise your case & document management, client communications, fee management & reporting

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Key benefits of Equinox Law Firm

Reduce administrative overhead, increase collaboration & help your clients make smarter decisions faster

Effortlessly meet your deadlines

Powerful process automation simplifies task management, helping you meet deadlines and maintain accurate portfolio data.

One system for your whole team

Your attorneys, paralegals, administrative assistants and accounts team can all work from the same system. Equinox provides API capabilities that enable you to connect with IP services, accounting software, and other business tools, helping you build workflows tailored to your law firm's needs.

Secure, reliable & available software

Client portfolio data is safe thanks to cloud-based, multi-layered security including built-in protection against DDoS attacks. With 99.9%+ uptime and web-based access, you can securely log in to your system from anywhere, at any time.

Streamline your workflows with AI

Boost the efficiency of your workflows and improve the quality of your work with AI agents that amplify your IP management expertise.

Deliver great service to your clients

Impress your clients with their own secure portal, providing visibility into portfolio data, documents and key updates. Clients can review, approve and comment on documents through document chat, while your firm retains full control over document editing and management.

Switching is smooth & efficient

Whether you're transitioning from another IP management system or a spreadsheet solution, our friendly and experienced Onboarding team will guide you through the process.

Easily track IP law & news updates

As part of your subscription, gain access to the ultimate tool for staying up-to-date with Official Office processes, renewal laws, fees and more - our industry-first IP Law Portal!

Available in multiple languages

Equinox Law Firm is available in English, French, German, Spanish, Japanese and Korean.

Equinox Law Firm's core features

Streamline the management of your clients' IP portfolios

Comprehensive case management

Powerful process automation

Efficient document management

Effortless client communication

Accurate fee & invoice handling

Insightful reporting & dashboards

Comprehensive case management

📂 Case management

☑ Out-of-the-box case layouts ready to use.

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

🔐 Case access restrictions & logging

☑ Granular control over who can see which cases across users, teams, and roles.

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

🗂️ Case families

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

☑ Use the dedicated 'case family' tab for an easy-to-read diagram of how cases relate to each other.

📈 PTO data comparison

☑ Boost the accuracy of your portfolio using the reliable, thorough data comparison tool.

☑ At the click of a button, check your system against 190+ Trademark Offices and 100+ Patent Offices around the world.

✨ Streamlined AI workflows

Our IP Digital Assistant can help you with:

☑ Invention review, prepare invention disclosure form (IDF), patentability assessment.

☑ Patent drafting, prior art search reviews.

☑ Response to Office Action, prepare and review notices of opposition, and all other substantive workflows during search, examination, opposition and appeals.

☑ Portfolio reviews and FTO/infringement analyses.

☑ Substantive tasks for trademark, including analyse trademark matters, assess conflicts and risks, respond to office actions, support oppositions and appeals, and draft Goods and Services descriptions.

Powerful process automation

↩️ Process automation

☑ 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.

⚖️ Dedicated IP Law Portal

☑ 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!

🔁 Built-in renewals system

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

🧩 Integrated workflows

☑ Integrate with Questel's trademark renewals, patent annuities and other IP services.

☑ Connect Equinox to your wider productivity tooling.

🧩 Find out more about our integrations here.

Efficient document management

📃 Seamless document management

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

☑ Assign important documents to members of your team.

☑ Categorise your documents to optimise searching.

☑ Easily bulk download case documents for offline use.

🔒 Secure document sharing

☑ Securely share documents with your clients in their Client Access Portal.

✨ Content discovery (built-in OCR)

☑ Search and discover information across documents, emails, invoices, and matters from a single search.

☑ Find content inside documents, not just filenames, titles, or metadata.

☑ Built-in OCR automatically makes scanned and image-based files searchable.

☑ Quickly locate relevant information without manually opening and reviewing documents.

☑ Save time and improve productivity by finding the information you need in seconds.

Effortless client communication

📝 Smart correspondence templates

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

☑ Use your team's existing templates, or create entirely new ones.

☑ Assign templates to certain case categories and locations.

☑ Link your templates with tasks to optimise correspondence processes.

📧 Send emails & letters

☑ Smart templates auto-add key information including client and case details.

☑ Generate templates as emails and attachments or download as word files and PDFs.

☑ Easily preview and send in a couple of clicks via Outlook or Gmail.

☑ When linked, your correspondence tasks are automatically marked as done.

☑ Manage correspondence records and set contact preferences.

📂 Share documents & data with clients

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

☑ Customise your clients' permissions.

☑ Visual dashboards for easy-to-understand data, like the popular world map view of your client's IP portfolio.

☑ Enable your clients to generate their own custom reports from within the Client Access Portal.

Accurate fee & invoice handling

💳 Add fees

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

☑ Set up and allocate budgets to your cases.

☑ Add disbursements to your cases.

☑ Add any fixed service fees your clients have incurred.

☑ Assign fee discounts to particular clients and cases.

🧾 Create invoices & track payments

☑ Create invoice templates.

☑ Generate single or combined invoices.

☑ Update the status of your invoices, for example marking them as paid.

☑ Apply manual or pre-configured discounts during invoice generation.

☑ Export invoices to accounting software including Xero and Sage.

☑ Run analysis, fee and quote reports.

Insightful reporting & dashboards

📊 Report templates

☑ 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.

☑ Build and run custom reports. You can save these reports as favourites for quick access.

☑ Popular reports include:

--- Case and task reports.

--- Family reports.

--- Audit reports.

--- Data checking reports.

--- Finance reports.

🗓️ Schedule reports

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

🧐 Insightful dashboards

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

01.

Onboarding

Our onboarding team aim to get you live on your system quickly, so you can feel the benefits straight away. Once we understand your requirements, we'll help you configure your system just the way you like it. We'll share your tailored onboarding schedule so you can prepare for the switch. Then, we'll carry out the agreed configuration work. This varies based on your requirements, but typically it will involve configuring processes, correspondence templates, charges and billing.

02.

Data migration

Our dedicated Data Services team specialise in data engineering. They’re experts in assessing, formatting, mapping and validating data so that it’s ready to use in Equinox and have helped hundreds of organisations make the move. This includes newly established firms, multi-national organisations with a significant client portfolio, and corporate enterprises looking to protect their assets in-house.

03.

Data security

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.

📗 Download our detailed Data Security Guide →

Testimonials

Here's why our clients choose Equinox Law Firm

EQ Law Firm has proven to be an indispensable part of my law firm’s operations. Its amazingly user-friendly functionalities allow me to manage large and complex portfolios with great ease. The stability as a platform means that I can focus entirely on doing my work. In a nutshell, EQ Law Firm is my back office and allows me to keep my operations and fees lean and competitive.

Anca Draganescu-Pinawin - Owner & Founder, Araucaria

To us, EQ Law Firm is like our trusted business partner. Importantly, it stores all our clients’ case information in an easy-to-retrieve system. We can create and generate our own specific reports and if we have trouble creating the reports ourselves the Equinox Helpdesk is always ready to assist.

Nadia Odorico - Partner, BOSH IP

It was a good decision to choose EQ Law Firm. It’s a well-developed and intuitive system that’s easy to navigate. Compared to proprietary IP management systems I’ve used at multi-national IP firms, it has been a vast improvement. Seven months after our system went live, I’ve been using more of the bespoke features and more closely configuring the system to our needs.

Craig Watson - Chartered Patent Attorney, Cranach

With 20 years of experience using other software, EQ Law Firm is by far the easiest, most user-friendly, dynamic system I have ever used. I use it from the moment I open my laptop until my day is through. I write emails, follow up on task deadlines, relay information to my colleagues easily, make the reports I need - EQ Law Firm supports every aspect of my job. It saves me a lot of time.

Zvia Or - Paralegal, Dr.D.Graeser Ltd.

By leveraging EQ Law Firm’s modular and accessible data infrastructure to help with as many automatable processes as we can, our team can focus on spending their time where we provide value to our clients. It makes it easier to justify our charges and be seen to provide excellent value when we aren’t billing for certain tasks.

David Müller-Wiesner - Shareholder, GLMR

EQ Law Firm has been a huge boost to the efficiencies of our firm’s workflows, providing a robust and complete practice management system for our assistants, professionals and accounting personnel in all aspects of our IP practice. All firm personnel have a complete snapshot of theirs and their team’s responsibilities or practice.

Andrew Hicks - Senior Patent Agent, Field Law

EQ Law Firm has revolutionised our business. It's intuitive, user-friendly, and able to undergo extensive configuration to yield the behaviours, design, and layout required. It's extremely adaptable, and undertakes the heavy lifting involved in maintaining an efficient, effective database, boasting the ability to manage deadlines, handle correspondence and manage documents.

Alec Whitwell - Paralegal, IP Asset

EQ Law Firm is a system that can do everything you'd like it to do. Being able to give our client's access through the Client Portal has really impressed them - it is above and beyond what they have seen or experienced before.

Rebecca Dobson - Chartered Trade Mark Attorney, Legal Studio

We were seeking a cloud-based solution to replace our server-based system and were recommended to try EQ Law Firm by a colleague. We were very impressed with what we saw and quickly decided to sign up for it. We were pleasantly surprised to find how quickly we saw an improvement in our ability to handle our case load relative to using the former system. Our only regret is that we didn't change sooner.

Keith Loven - Managing Director, LOVEN

EQ Law Firm has reduced time spent on menial administrative tasks. Updating matters, preparing reports and monitoring deadlines is easy. The integration with Outlook and Word enables emails and other precedents to be generated with ease. The ability to change processes is easy and user-friendly. Also, the pre-set processes available through the IP Law Portal are a great base to build on.

Redchip Lawyers - Queensland, Australia

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The connected IP management system for law firms

Optimise your case & document management, client communications, fee management & reporting

Reduce administrative overhead, increase collaboration & help your clients make smarter decisions faster

Streamline the management of your clients' IP portfolios

Comprehensive case management

Powerful process automation

Efficient document management

Effortless client communication

Accurate fee & invoice handling

Insightful reporting & dashboards

Onboarding

Data migration

Data security

Here's why our clients choose Equinox Law Firm

Talk to an Equinoxexpert today!

Equinox Law Firm+

Equinox Corporate

Talk to an Equinox
expert today!