Chatter Groups in Equinox Corporate+ allow teams to collaborate around specific topics, projects, or IP cases. Use groups to keep discussions, documents, and updates organized and accessible to the right people.

When to Create a Group

Create a Chatter Group when you need to:

  • Collaborate on a specific invention, case, or group of cases (or just general strategy discussions)
  • Coordinate across departments (e.g., Legal, R&D, Finance)
  • Share updates and documents with a select group of users
  • Provide a space for inventors or external collaborators

How to Create a Chatter Group

  1. Open the Chatter module.
  2. Click + next to Recent Groups.
  3. Fill in the details:
    • Group Name (e.g., Invention 4228515 Inventor Group)
    • Description of the group’s purpose
    • Choose Private or Public
  4. Click Save & Next

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 Add Members

After creating the group:

  1. Open the group page.
  2. Click Add Members.
  3. Search for users and click Add.

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Share and Collaborate

Within your group, you can:

  • Post updates and tag teammates
  • Share files and links
  • Ask questions or assign tasks

Everything stays tied to the group for easy tracking.

Tips

  • Use clear names and descriptions so people know the purpose.
  • Keep private groups for sensitive matters like legal reviews or confidential filings.
  • You can create multiple groups for different teams or projects.