Methods, systems, and emails to link emails to matters and organizations
First Claim
Patent Images
1. A method to process an electronic mail message (email), comprising:
- receiving the email, wherein the email is associated with at least one of a matter and an organization; and
linking the email to at least one of the matter and the organization, wherein the matter and the organization include at least one of personnel data, organization data, assignment data, document data, task data, and discussion data.
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Abstract
Methods, systems, and electronic mail messages (emails) are provided for automatically linking emails to matters or organizations. An email is received or constructed and linked to matters or organizations. The matters and the organizations are associated with matter areas and organization areas. Each of the areas includes matter data, organization data, personnel data, assignment data, and contact data. In one embodiment, the email is also interfaced to a billing system, a document management system, and a docketing system.
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Citations
31 Claims
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1. A method to process an electronic mail message (email), comprising:
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receiving the email, wherein the email is associated with at least one of a matter and an organization; and
linking the email to at least one of the matter and the organization, wherein the matter and the organization include at least one of personnel data, organization data, assignment data, document data, task data, and discussion data. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A method to construct a template electronic mail message (email), comprising:
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generating the template email within a matter context after receiving a request; and
automatically providing a matter list of email addresses associated with the matter context, wherein the matter list of email addresses represent potential receivers of the template email. - View Dependent Claims (11, 12, 13, 14, 16, 17, 18, 19, 20, 21)
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15. A method of presenting electronic mail messages (emails), comprising:
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receiving metadata for one or more emails in a table, wherein the metadata includes subject data, matter data, sender data, attachment indication data, and date received data;
configuring the one or more emails in an order within the table based on at least one of a posting type, a filter type, and a view type; and
presenting the metadata for each of the one or more emails within the table in the configured order.
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22. An electronic mail (email) system, comprising:
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matter areas;
organization areas; and
wherein email is linked to at least one of the matter areas and the organization areas. - View Dependent Claims (23, 24, 25, 27, 28, 29, 30, 31)
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26. An electronic email message (email) residing on a computer readable medium, comprising:
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a matter identification;
a matter title;
an organization identification; and
wherein the email is linked to at least one of a matter area and an organization area using at least one of the matter identification and the organization identification.
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Specification