In Equinox Corporate+, efficient management of patent cases begins with establishing a patent family and then proceeding to create individual patent cases within that family. This guide will take you through the process of creating a patent case, ensuring that you have all the necessary information to initiate effective intellectual property management.
Prerequisite:
Before creating a patent case, ensure that you have created a patent family. A patent family serves as a container for related patent cases, providing a structured approach to organizing your intellectual property assets.
Step 1: Create a Patent Family:
Go to the Patent Families tab in Equinox Corporate+ or click “New Family” in the Family lookup field.
Click the "New" button to start creating a new patent family.
Fill in the required Family Title field. This will likely be the name of the invention disclosure or the priority filing you intend to make (or have made.)
Optionally, add any additional information such as description or custom fields if necessary.
Click "Save" to create the patent family.
Step 2: Create a Patent Case:
Once the patent family is established, proceed to create individual patent cases within that family.
Navigate to the Patent Cases tab in Equinox Corporate+ (or simple keep adding the fields to the patent case).
Click the "New" button to begin creating a new patent case.
Select the appropriate patent family from the dropdown menu to associate the case with the previously created family.
Fill in the required fields for the patent case:
Title: Provide a title for the patent case.
Status: Specify the status of the patent case (e.g., Submission, Pending, Granted).
Country: Choose the country associated with the patent case. Keep in mind you may need to press enter in order to find the countries in the database.
Patent Type: Indicate the type of patent for the case (e.g., first filing, claiming priority, continuation, etc.).
Optionally, include additional details such as relevant dates information or any relevant custom fields.
Click "Save" to create the patent case within the selected patent family.
Additional Tips:
Ensure that you have all necessary information, such as application numbers or filing dates, readily available when creating patent cases.
Regularly update the status of patent cases as they progress through different stages of the patent lifecycle.
Utilize custom fields and additional functionalities in Equinox Corporate+ to enhance the management of your patent cases and families.
By following these steps, you can seamlessly create patent cases within Equinox Corporate+, enabling you to effectively manage your intellectual property assets and streamline your patent portfolio management process. If you encounter any issues or have questions, feel free to reach out to our support team for assistance.