Equinox saves details in a particular way and it is important to understand the structure before trying to create of amend records. It is best represented as:
The Organisation may be a company or an individual. The Address record will in most cases just be the Office Address, but some organisations may have multiple business addresses/offices (e.g. larger firms of patent attorneys or solicitors) and we may correspond with them separately. Previously we created separate records for each office under our earlier records systems, but it makes more sense to show these as different offices for the same company. Under the individual address details, you will need to enter the people we are corresponding with. For an individual, of course, that will be the same person, but it is still necessary to create the three levels.
As you will see from the Details panel under Organisation, it is necessary to select the right categories for the organisation:
- Client – if we are going to create a case or Matter file for the organisation (e.g. an M file – Client Care);
- Foreign Associate – if the client is a foreign patent or trademark attorney with whom we do business – they might also do work for us;
- Other Associate – if they are an organisation with whom we correspond, but are not actually a client that we bill;
- Otherside Solicitor – in opposition/litigation cases, this will hold details of the lawyers/attorneys acting for the other side – they will not be a Client;
- Otherside Client – in opposition/litigation cases, this will be the actual party on the other side – they may be represented by an otherside solicitor.
Note that, in the case of a UK client company, it is important that we enter the Company Registration number – there have been examples where a client has would up one company and started a new one under the same name, leading to confusion about who is actually the proprietor of a registered right. If a new company is set up under the same name, we need to create a wholly new address book record.
The Address record contains the details used for correspondence with the organisation. Once this has been created, you will need to create a People record for anybody you are going to correspond with at that address.
Back to 2.3.1 Entering New Client Records
Last Updated on 2 January 2025 by Keith