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

• Current Assignee: Growpath Inc.
• Original Assignee: Growpath Inc.
• Inventors: Sanchez, Eric Jason, Schroeder, Jan, Low, Richard Christopher
• Primary Examiner(s): Phillips, III, Albert M
• Application Number:
  US15/828,382
• Time in Patent Office: 579 Days
• Field of Search: 707706, 704 3, 704 9
• CPC Class Codes: G06F 16/2428 Query predicate definition using graphical user interfaces, including menus and forms G06F16/2423 takes precedence
• CPC Class Codes: G06F 16/9535 Search customisation based on user profiles and personalisation
• CPC Class Codes: G06F 40/169 Annotation, e.g. comment data or footnotes
• CPC Class Codes: G06Q 10/107 Computer-aided management of electronic mailing [e-mailing]
• CPC Class Codes: G06Q 30/01 Customer relationship services

Abstract

A method includes providing a server including a memory and a processor coupled to the memory; defining a plurality of databases in the memory, the databases including fields for respective client matters, and the databases including a plurality of notes for respective matters, the notes including text, and the databases including a plurality of buzzwords; associating respective buzzwords with descriptive pages; generating a user interface including a text editing screen area in which a user can type text for a note, the text including a plurality of terms; comparing terms to the buzzwords and, in response to a term matching a buzzword, indicating that the matching term is a buzzword in the user interface; and displaying the descriptive page associated with the typed buzzword in response to the user interacting with the buzzword indicating area of the user interface.

Claims

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.

2. A system in accordance with claim 1 wherein, in response to receiving an email having an attachment, if the email is not rejected, the system is further configured to rename the attachment.

3. A system in accordance with claim 1 wherein, in response to receiving an email having an attachment, if the email is not rejected, the system is further configured to rename the attachment and add the attachment to the files location of the matter having the matter number that matches the number contained in the subject line, wherein the body of the email is routed to the notes location of the matter having the matter number that matches the number contained in the email subject line.

4. A system in accordance with claim 1 wherein the email server determines whether the email is addressed to a system email address for the case management server and, if not, rejects the email.

5. A system in accordance with claim 1 wherein the case management server determines whether the email originated from a preapproved domain and, if not, rejects the email.

6. A system in accordance with claim 1 wherein the case management server determines if the email subject line contains a case number matching a database matter case number and, if not, rejects the email.

7. A system in accordance with claim 1 wherein for respective matters the database further includes fields for a client'"'"'s date of birth, language spoken, insurance company, incident state, and incident date.

8. A system in accordance with claim 1 wherein the database includes fields, for respective notes, for a note number, a user-selectable note type, an author identifier, and a body.

9. A method comprising:

providing an email server and 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 notes location associated with the matter;

providing, using a workstation, a graphical user interface using which a user can review information relating to matters, including notes;

determining, in response to receiving an email having a subject line and body, whether the email is addressed to a system email address for the case management server and, if not, rejecting the email;

determining whether the email originated from a preapproved domain and, if not, rejecting the email;

determining if the email subject line contains a case number matching a database matter case number and, if not, rejecting the email; and

routing at least a portion of non-rejected emails to the notes location of the matter having the matter number that corresponds to 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.

10. A method in accordance with claim 9 and further comprising, in response to receiving an email having an attachment, if the email is not rejected, renaming the attachment.

11. A method in accordance with claim 9 and further comprising, in response to receiving an email having an attachment, if the email is not rejected, renaming the attachment and adding the attachment to the files location of the matter having the matter number that matches the number contained in the subject line, wherein the body of the email is routed to the notes location of the matter having the matter number that corresponds to the number contained in the email subject line.

12. A method in accordance with claim 9 and further comprising determining, using the email server, whether the email is addressed to a system email address for the case management server and, if not, rejecting the email.

13. A method in accordance with claim 9 and further comprising determining, using the case management server, whether the email originated from a preapproved domain and, if not, rejecting the email.

14. A method in accordance with claim 9 and further comprising determining, using the case management server, if the email subject line contains a case number corresponding to a database matter case number and, if not, rejecting the email.

15. A method in accordance with claim 9 wherein for respective matters the database further includes fields for a client'"'"'s date of birth, language spoken, insurance company, incident state, and incident date.

16. A method in accordance with claim 9 wherein the database includes fields, for respective notes, for a note number, a user-selectable note type, an author identifier, and a body.

17. 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, and the database including a plurality of notes including text, in the notes locations for respective matters, and the database including a plurality of buzzwords and hyperlinks pointing to descriptive pages that describe the buzzwords;

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;

the case management server being configured to;

associate respective buzzwords with descriptive pages;

generate a user interface including a text editing screen area in which a user can type or edit text for a note, the text including a plurality of terms; and

display the descriptive page associated with the typed buzzword in response to the user interacting with the buzzword area of the user interface; and

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

18. A system in accordance with claim 17 wherein the case management server is configured to indicate that the matching term is a buzzword in an area of the user interface spaced apart from the text editing screen area.

19. A system in accordance with claim 17 wherein the case management server is configured to indicate that the matching term is a buzzword in a pop up.

20. A system in accordance with claim 17 wherein the case management server is configured to indicate that the matching term is a buzzword in a pop up area spaced apart from the text editing screen area.

21. A system in accordance with claim 17 wherein the case management server is configured to provide a description of why the matching term is a buzzword proximate the indication that the matching term is a buzzword.

22. A system in accordance with claim 17 wherein the case management server is configured to indicate that the matching term is a buzzword and to provide a description of the buzzword in a pop up area spaced apart from the text editing screen area.

23. A system in accordance with claim 17 wherein the databases include fields for a legal case management system.

24. A system in accordance with claim 17 wherein the databases include fields for a customer relationship management system.