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Systems and methods for matching buzzwords in a client management system

  • US 10,339,192 B1
  • Filed: 11/30/2017
  • Issued: 07/02/2019
  • Est. Priority Date: 11/30/2017
  • Status: Active Grant
First Claim
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1. A system comprising:

  • an email server;

    a case management server in communication with the email server, the case management server having a system email address for receiving emails and including;

    a processor; and

    a memory coupled to the processor and defining a database organized to include a plurality of cases, respective matters having case numbers, and, for each matter, the database including fields configured to store a name of the client, fields describing the client, fields describing a project being undertaken for the client, a documents location associated with the matter, a files location associated with the matter, and a notes location associated with the matter;

    the system being configured to provide a graphical user interface to a workstation using which a user can review information relating to matters, including documents, files, and notes, the system being further configured, in response to receiving an email having a subject line and body, to determine whether the email is addressed to a system email address for the case management server and, if not, reject the email, to determine whether the email originated from a preapproved domain and, if not, reject the email, and to determine if the email subject line contains a case number matching a database matter case number and, if not, reject the email, and the system being configured to route at least a portion of non-rejected emails to the notes location of the matter having the matter number that matches the number contained in the email subject line wherein a user can access the non-rejected emails pertaining to a matter directly from a screen showing notes for the matter; and

    a client workstation including a display screen configured to show the graphical user interface.

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