Matter management computer software

• US 20030220891A1
• Filed: 11/30/2001
• Published: 11/27/2003
• Est. Priority Date: 12/22/2000
• Status: Abandoned Application

• Current Assignee: Robert Douglas Fish
• Original Assignee: Robert Douglas Fish
• Inventors: Fish, Robert D
• Application Number:
  US10/009,014
• Publication Number:
  US 20030220891A1
• Time in Patent Office: Days
• US Class Current: 707/1
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A matter management software is improved through the use of management improvement features selected from (a) a single display (100) that shows matter identification information (130A-G), a plurality of miulestones (150), a plurality of hourly billing descriptions (160), and a plurality of calendared items (170); (b) a user-defined on-line procedures mechanism accessed by selection of a milestone of the plurality of milestones; (c) a matter specific timer based reminder mechanism (186); and (d) a plurality of identifier/value pairs for storing data. In another aspect identifier/value pairs can be used to stole including data for milestones, office procedures, matter details, contact relationships, and contact specific or address specific information.

Claims

1. A matter management system at least partially stored on a computer readable medium comprising at least one feature selected from the group consisting of:

(a) a single display that shows matter identification information, a plurality of milestones, a plurality of hourly billing descriptions, and a plurality of calendared items;

(b) a user-defined on-line procedures mechanism accessed by selection of a milestone of the plurality of milestones;

(c) a matter specific timer based reminder mechanism; and

(d) a plurality of identifier/value pairs for storing data.

2. The system of claim 1 wherein the feature comprises the single display that simultaneously shows a plurality of matter identification information data items, the plurality of milestones, the plurality of hourly billing descriptions, and the plurality of calendared items.

3. The system of claim 2 wherein the single display simultaneous shows at least three of the plurality of milestones, at least three of the plurality of hourly billing descriptions, and at least three of the plurality of calendared items.

4. The system of claim 1 wherein the feature comprises the user-defined on-line procedures mechanism accessed by selection of a milestone of the plurality of milestones.

5. The system of claim 4 wherein the feature comprises the matter specific timer based reminder mechanism.

6. The system of claim 5 wherein the matter specific timer is set automatically upon the selection of a milestone of the plurality of milestones.

7. The system of claim 1 wherein the feature comprises the plurality of a plurality of identifier/value pairs for storing data.

8. The system of claim 7 further comprising a user interface that scrollably displays at least one of the identifier/value pairs for the milestones, contact specific information, address specific information, and matter contact relationships.

9. The system of claim 7 further comprising a user interface that scrollably displays at least two of the identifier/value pairs for the milestones, contact specific information, address specific information, and matter contact relationships.

10. The system of claim 1 comprising at least two of the features in the group.

11. The system of claim 1 comprising at least three of the features in the group.

12. A method of managing information in a computer implemented matter management system, comprising:

storing a plurality of user-defined data identifiers on a database;

providing a user interface with a scrollable listing of the identifiers;

selecting a subset of the data identifiers for a particular matter;

entering and associating an item of text data with at least one data identifier of the selected subset; and

interactively displaying in a single display a plurality of identification information data items for the matter, the at least one data identifier, and its associated text data.

13. The method of claim 12 wherein the data identifiers comprise milestones.

14. The method of claim 12 wherein the data identifiers comprise office procedures.

15. The method of claim 12 wherein the data identifiers comprise matter details.

16. The method of claim 12 wherein the data identifiers comprise contact relationships.

17. The method of claim 12 wherein the data identifiers comprise contact specific or address specific information.

18. A matter management system at least partially stored on a computer readable medium comprising:

a first designation interface that provides for designation of a matter as having a matter type selected from a plurality of matter types;

a second designation interface that provides for designation of a plurality of milestones for the matter type;

a selection interface that provides for selection of a proper subset of the plurality of milestones as being appropriate for the matter, thereby defining a non-null subset of non-selected members of the plurality of milestones; and

an interactive display that displays in a single display a plurality of identification information data items for the matter, and at least one of the selected subset of milestones without listing all of the non-selected members.

19. The matter management system of claim 18 wherein the interactive display displays all of the selected subset of milestones.

20. The matter management system of claim 18 wherein the interactive display displays none of the non-selected members.

21. A matter management system having both an auto-calendaring function and a matter timer.