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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
First Claim
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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.

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