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Case Management

Keep track of all your case data using Equinox’s comprehensive and customisable case management tools

Use Equinox shortcuts to generate family members in just a couple of clicks

Check case data at over 50 different online registers, all from within Equinox

Manage and update family members in bulk

Leave internal notes for your fellow colleagues

View a full history of updates made to every case for a complete picture

Document Management

Let the Equinox Microsoft Office plug-in take care of your document management (read more)

Seamlessly drag and drop your documents in to Equinox

Mark important documents for the attention of other colleagues

Share important documents with your clients through the client portal

Bulk download case documents in a couple of clicks for use offline

Use folders to categorise documents and optimise searching

Deadline Generation

Streamline your practice with Equinox’s automatic deadline generation

Configure Equinox to performs actions when certain tasks are set to done ‘Read More’

Use sophisticated task reporting to keep track of renewals and Trade Mark watches

Automatically run Office Action tasks when you receive official correspondence

Link documents and correspondence templates to tasks for quick reference

Check your upcoming tasks on the move with the Equinox Phone App

Time/Charge Recordal

Seamlessly add your billable time and disbursements to cases in Equinox

Utilise the timer functionality to save you from keeping track of the time

Generate invoices with Equinox’s powerful invoice production wizard

Integrate Equinox with your accounts package to reduce manual work

Keep track of paid and part-paid invoices and report on your aged analysis

Keep on top of your finances with a whole host of financial reports

Client Portal

Present your client with a beautiful world map view of their IP

Allow your clients to generate and save their own custom reports

Share important documents with your clients via the portal

Fully configure the permissions for every client account you create

Allow your clients to communicate with your attorneys all in one place

Clear user interface so your clients can understand and use the system with ease.

Correspondence Production

Generate fully completed letter and e-mails in just a couple of clicks

Integrate with other products such as Word, Outlook and Gmail

Build smart templates that calculate due dates based on your case data

Define your templates by language, case category and country

Allow the use of bespoke templates for specific clients

Link templates to pre-defined tasks to streamline your processes

Reporting Suite

Generate and save bespoke reports using Equinox’s brilliant report generator

Choose from a whole host of report types including case, task, contact and finance

Schedule reports to be sent to clients and colleagues alike

Save standard reports for clients, and give them access via the client portal

Quickly generate common reports using Equinox’s standard system reports

Configure your pdf/excel export settings to beautifully brand reports for clients

Contact Management

Easily add and amend contacts in the Equinox Address Book

Use the ultra-fast contact search tool to locate contacts in seconds

Generate mailing lists to maintain great communication with your contacts

View organisation statistics in a host of beautiful graphical displays

Setup key address contacts to streamline your correspondence processes

Use the contact report generator to build various contact reports