Systems and methods for managing information disclosure statement (IDS) references
First Claim
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1. A system for managing information disclosure statement (IDS) references, comprising:
- a computing system;
a first software component operable on the computing system to generate a plurality of IDS forms; and
a second software component operable on the computing system to manage IDS references for at least one organization;
wherein each organization only has access to its own IDS references.
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Abstract
Systems and methods manage information disclosure statement (IDS) references.
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Citations
36 Claims
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1. A system for managing information disclosure statement (IDS) references, comprising:
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a computing system;
a first software component operable on the computing system to generate a plurality of IDS forms; and
a second software component operable on the computing system to manage IDS references for at least one organization;
wherein each organization only has access to its own IDS references. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A method for reporting, comprising:
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receiving a report specification;
interpreting the report specification;
generating an answer file;
receiving a plurality of transformations to act on the answer file and a form definition file; and
providing a report. - View Dependent Claims (11, 12)
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13. A method for managing information disclosure statement (IDS) references, comprising:
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receiving a request to add an new information disclosure statement (IDS) reference to a first matter;
searching for all matters related to the first matter; and
adding the new IDS reference to selected matters related to the first matter. - View Dependent Claims (14, 15, 16)
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17. A system for managing information disclosure statement (IDS) references, comprising:
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a computing system;
a presentation layer operable on the computing system to present an information disclosure statement (IDS) reference inventory system;
a business logic layer operable on the computing system to manage the IDS reference inventory system and to generate IDS forms; and
a data layer operable on the computing system to manage the data associated with the IDS reference inventory system. - View Dependent Claims (18, 19, 20)
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21. A computer-readable medium storing computer-executable instructions for performing a method, the method comprising:
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providing a presentation capable of associating at least one information disclosure statements (IDS) reference to at least one matter; and
providing a presentation capable of listing each IDS reference associated with each matter. - View Dependent Claims (22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35)
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36. A system, comprising:
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a host organization managing a plurality of matters; and
a plurality of attorneys some of which belong to different law firms associated with the plurality of matters;
wherein a first set of attorneys of the plurality of attorneys are associated with a first law firm and have access to selected matters in the plurality of matters, but have no access to other matters in the plurality of matters;
wherein attorneys other than those in the first set of attorneys are associated with at least one law firm other than the first law firm and have access to matters other than the selected matters;
wherein a reference associated with one of the selected matters is propagated to a new matter that is not in the selected matters;
wherein the attorneys other than those in the first set of attorneys do not have access to the new matter.
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Specification