Systems and methods for matching buzzwords in a client management system

• US 10,380,213 B1
• Filed: 04/22/2019
• Issued: 08/13/2019
• Est. Priority Date: 11/30/2017
• Status: Active Grant

• Current Assignee: Growpath Inc.
• Original Assignee: Growpath Inc.
• Inventors: Sanchez, Eric Jason
• Primary Examiner(s): Phillips, III, Albert M
• Application Number:
  US16/390,904
• Time in Patent Office: 113 Days
• 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:

a server configured to be accessed by workstations, the server including a processor and a memory coupled to the processor, the memory defining a plurality of databases, the databases including fields for respective service matters being performed for clients, and the databases including a plurality of notes including text, for respective matters, the notes being capable of including text phrases relevant to the respective matters, the notes being capable of being formatted and edited, the databases storing the formatting along with the text phrases, and the databases including a plurality of buzzwords and addresses for descriptive pages, the buzzwords in the databases being terms selected for their usefulness in marketing, the server being configured to;

generate a graphical user interface including a screen using which a user may associate respective buzzwords with descriptive pages that describe the buzzwords;

the graphical user interface including a text editing screen area in which a user can type or edit text phrases for a note for a first one of the matters, for a first one of the clients, the phrases each including a plurality of text terms;

compare terms to the buzzwords and, in response to a term being misspelled, indicate that the term is misspelled in the text editing screen area, and, in response to a term in the text editing screen area for the first matter matching a buzzword, indicate that the matching term is a buzzword in the user interface, dynamically as the matching term is typed in the text editing screen area to suggest, to a user, an opportunity of marketing a second service matter to the first client;

launch an application to display the descriptive page associated with the typed buzzword in response to the user interacting with the buzzword area of the user interface wherein the system indicates to the user the marketing significance of the buzzword, wherein the descriptive page can be reached directly by a user viewing the text editing screen area;

provide a user-fillable intake form having a plurality of questions;

receive answers to the questions;

calculate a score indicating desirability of agreeing to provide the second service to the first client;

indicate the desirability of agreeing to provide the second service to the first client; and

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

2. A system in accordance with claim 1 wherein the 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.

3. A system in accordance with claim 1 wherein the server is configured to indicate that the matching term is a buzzword in a pop up.

4. A system in accordance with claim 1 wherein the server is configured to indicate that the matching term is a buzzword in a pop up area of the user interface spaced apart from the text editing screen area.

5. A system in accordance with claim 1 wherein the server is configured to provide a description of why the term is a buzzword proximate the indication that the matching term is a buzzword in the user interface.

6. A system in accordance with claim 1 wherein the 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 of the user interface spaced apart from the text editing screen area.

7. A system in accordance with claim 1 and configured to associate respective buzzwords with descriptive pages by storing hyperlinks for the descriptive pages in one of the databases and associating the hyperlinks with buzzwords.

8. A system in accordance with claim 1 wherein the databases include fields for a legal case management system.

9. A system in accordance with claim 1 wherein the databases include fields for a customer relationship management system.

10. A method comprising:

providing a server configured to be accessed by workstations, the 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 being capable of including text phrases relevant to the respective matters, the notes being capable of being formatted and edited, the database storing the formatting along with the text phrases, and the databases including a plurality of buzzwords selected by a first user having a first security clearance level, based on usefulness in cross-marketing;

generating a graphical user interface using which a user may associate buzzwords with respective descriptive pages describing the buzzwords, the graphical user interface including a text editing screen area in which a second user, having a lower security clearance level than the first user, can type text for a note relating to a first one of the client matters for a first client, the text including a plurality of terms;

receiving, using the server, a phrase of text for a note relating to the first matter, the phrase including multiple terms;

comparing terms to the buzzwords, using the server, and, in response to a term matching a buzzword, indicating that the matching term is a buzzword in a pop-up to the second user, substantially immediately after the term is typed in the text editing screen, to alert the second user of the possibility of marketing a new service, different from the first one of the client matters;

displaying the descriptive page associated with the typed buzzword on a screen of a first one of the workstations in response to the user interacting with the buzzword indicating area of the user interface;

providing to the first workstation a user-fillable intake form having a plurality of questions; and

receiving answers to the questions and indicating, at the first workstation, desirability of accepting the first client for the new service.

11. A method in accordance with claim 10 wherein associating respective buzzwords with descriptive pages comprises storing a hyperlink in the databases and associating the hyperlink with one of the buzzwords.

12. A method in accordance with claim 11 wherein displaying the descriptive page comprises launching a web browser with the hyperlink pre-loaded to be displayed in the web browser.

13. A method in accordance with claim 11 wherein the text editing screen area is defined by a rich text editor.

14. A method in accordance with claim 10 wherein indicating the desirability of accepting the first client for the new service comprises presenting a score, at the first workstation, the score varying depending on desirability of accepting the first client for the new service.

15. A method in accordance with claim 10 wherein the pop up is spaced apart from the text editing screen area.

16. A system comprising:

a server configured to be accessed by workstations, the server including a memory and a processor coupled to the memory;

the server including 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 being capable of including text phrases relevant to the respective matters, the notes being capable of being formatted and edited, the database being configured to store the formatting along with the text phrases, and the databases being configured to store a plurality of buzzwords selected by a first user having a first security clearance level, based on usefulness in cross-marketing;

the server being configured to generate a graphical user interface, on a first one of the workstations, using which a user may associate buzzwords with respective descriptive pages describing the buzzwords, the graphical user interface including a text editing screen area in which a second user, having a lower security clearance level than the first user, can type text for a note relating to a first one of the client matters for a first client, the text including a plurality of terms;

the server being configured to receive a phrase of text for a note relating to the first matter, the phrase including multiple terms;

the server being configured to compare terms to the buzzwords, and, in response to a term matching a buzzword, indicate that the matching term is a buzzword in a pop-up to the second user, on the first workstation, substantially immediately after the term is typed in the text editing screen;

the server being configured to display the descriptive page associated with the typed buzzword on the first workstation in response to the user interacting with the buzzword indicating area of the user interface;

the server being configured to provide to the first workstation a user-fillable intake form having a plurality of questions; and

the server being configured to receive answers to the questions and indicating, at the first workstation, desirability of accepting the first client for the new service.

17. A system in accordance with claim 16 and configured to store a hyperlink in the databases and associate the hyperlink with one of the buzzwords in order to associate one of the buzzwords with one of the descriptive pages.

18. A system in accordance with claim 17 and configured to launch a web browser with the hyperlink pre-loaded to be displayed in the web browser, to display the descriptive page.

19. A system in accordance with claim 17 wherein the text editing screen area is defined by a rich text editor.

20. A system in accordance with claim 16 and configured to present a score, at the first workstation, to indicate the desirability of accepting the first client, the score varying depending on desirability of accepting the first client for the new service.

21. A system in accordance with claim 16 and configured to display the pop up spaced apart from the text editing screen area on the first workstation.