Equinox IPMS

Maximise the fee-earning potential of your intellectual property team

Equinox IPMS helps you optimise processes, increasing the efficiency of your IP case and document management, client communications, fee management and reporting - developed with your whole team in mind.

At a glance:

Manage your cases and documents:
Upload, edit, log, add comments, track & share files quickly & securely.

Automate processes:
Stay on track with auto-generated deadlines and advanced administrative workflows.

Get paid accurately:
Auto-add disbursements, service fees & professional time plus generate single or combined invoices.

Communicate with your clients:
Create templates, send auto-emails & letters, plus securely share data & documents with your clients.

Run reports:
Analyse, track & share progress using report templates or create custom reports that meet your client's requirements.

Straightforward set-up.

We'll get to know your team, then set up your software just how you like it.

You'll have questions along the way, and we're here to answer them. Have some already? Head to our FAQs section.

Tailored training.

Online or on-site, we deliver training that's tailored to the way your team uses Equinox IPMS.

We deliver set-up training close to your go-live date so it's fresh in your team's mind. If you need refreshers or have more complex training requirements, just let us know.

Supportive, always.

Whether you have a general system query or need help getting to know a new feature, we'll listen to you and provide clear support.

There's a time and place for lengthy technical discussions, but when you have a query holding up your day, we act fast.

Explore Equinox IPMS features:

Manage your cases & documents:

Case management:

  • Personalise your software including wording, user permissions, case code format, case layout and case categories.
  • View your full history of transaction logs.
  • Create families to speed up case creation.
  • Batch manage & update your cases.
  • Leave internal comments for your team.
  • Access over 50 online registers from within Equinox IPMS.

Document management:

  • Use the Microsoft Office plug-in to upload & save your documents.
  • Securely share documents with your clients through 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.

Automate processes:

Auto-generate tasks & deadlines:

  • Map out and configure pre-set task lists in line with your team's processes, case types, categories & locations.
  • Add case dates (e.g. filing) that trigger pre-set tasks with auto-generated deadlines.
  • Auto-add office action deadlines to your cases using custom dates.
  • Recieve task reminders & notifications to help you keep on track of deadlines.

Actions:

  • Powerful event-driven automation means as you complete tasks, you automatically trigger administrative actions.
  • When a task is completed, a charge is added to a case.
  • Your team is prompted to add dates or information to a case on the completion of certain tasks.
  • If a task becomes overdue, specific members of your team are notified of actions they need to take.
  • Client correspondence is generated on completion of a task.
  • Once the original task is complete, follow up tasks are created.
  • The status of a case is updated automatically when a task is marked as complete.

Create correspondence templates:

Auto-generate tasks & deadlines:

  • Set up your email and letter templates in Equinox IPMS. Use your team's existing templates, or create entirely new ones.
  • Use merge codes to easily pull information from your software into the templates.
  • Assign templates to certain case categories and locations.
  • Link your templates with tasks to optimise correspondence processes.

Send emails & letters:

  • Your templates are auto-populated with key information including client and case details.
  • Generate as emails, email attachments or download as word files & PDFs.
  • Easily preview and send in a couple of clicks.
  • When linked, your correspondence tasks are automatically marked as done.

Share documents & data with clients:

  • Use your client portal to share information on their portfolio.
  • Customise your clients' permissions.
  • Use tools including the world map view to present to your clients.
  • Enable your clients' to generate their own custom reports from within the portal.
  • Offer your clients easy communication with your attorneys.

Get paid accurately:

Add fees:

  • Set up and allocate budgets to your cases.
  • Record and log billable/non-billable time spent working on a case using the system timer and timesheets.
  • 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 invoices, for example, mark 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.

Run reports:

Report templates:

  • Use built-in reports to help your team manage their caseload. Popular reports include:
    • Case and task reports.
    • Family reports.
    • Audit reports.
    • Data checking reports.
    • Finance reports.

Custom reports:

  • Build and run reports that match your team or clients' unique requirements.
  • Save reports as favourites for quick access.

Ready to give Equinox IPMS a try?

Book a demo
+ 30 day free trial!