Computerized legal case management system incorporating reconciliation feature

• US 20060206490A1
• Filed: 03/11/2005
• Published: 09/14/2006
• Est. Priority Date: 03/11/2005
• Status: Abandoned Application

• Current Assignee: Izzy Schiller
• Original Assignee: Izzy Schiller
• Inventors: Schiller, Izzy
• Application Number:
  US11/077,851
• Publication Number:
  US 20060206490A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A method for docketing and reporting activities related to a legal case by first establishing a database in a computer memory for storing case data comprised of a plurality of docket records associated with the legal case. The database is then populated with one or more docket records. A court sourced alert associated with the legal case is received via a communications network and loaded into the database. A docket report listing and identifying the at least one docket record and the court sourced alert is generated and displayed to a subscriber or user. The user may then reconcile the court sourced alert with the docket record and the displayed docket report listing is modified to indicate that the court sourced alert has been reconciled with the docket record.

Claims

1. A method for docketing and reporting activities related to a legal case comprising the steps of:

establishing a database in a computer memory for storing case data comprised of a plurality of docket records associated with the legal case;

populating the database with at least one docket record;

receiving a court sourced alert associated with the legal case via a communications network;

loading the court sourced alert into the database;

generating and displaying a docket report listing and identifying the at least one docket record and the court sourced alert;

reconciling the court sourced alert with the docket record; and

modifying the displayed docket report listing to indicate that the court sourced alert has been reconciled with the docket record.

2. The method of claim 1, wherein the step of generating and displaying a docket report further comprises the step of concealing from display those court sourced alerts that have been reconciled with docket records.

3. The method of claim 2, further comprising the step of providing a graphical icon to indicate that one or more of the court sourced alerts have been concealed.

4. The method of claim 1, wherein the step of reconciling comprises the step of creating an association between a court sourced alert and the docket record.

5. The method of claim 1, further comprising the step of updating the docket record with information contained in the court sourced alert.

6. The method of claim 5, further comprising the step of notifying users when a docket record has been updated.

7. The method of claim 6, wherein the step of notifying users comprises the step of distributing an e-mail notification containing information regarding the updated docket record.

8. The method of claim 5, further comprising the step of periodically transmitting at least one reminder to a user based on the updated docket record.

9. The method of claim 5, further comprising the step of generating a diary entry based on the information contained in the updated docket record.

10. The method of claim 9, further comprising the step of periodically notifying users of the generated diary entry.

11. The method of claim 9, further comprising the step of proposing suggested diary entries to the users for selection.

12. The method of claim 11, further comprising the step of providing the users with the text of an underlying legal rule upon which the suggested diary entries are based.

13. The method of claim 1, wherein the step of generating and displaying a docket report further comprises the step of generating and displaying a docket report that identifies those court sourced alerts that remain unreconciled with any docket records.

14. The method of claim 1, wherein the court sourced alerts are derived from court records.

15. The method of claim 1, wherein the court sourced alerts are derived from an electronic filing system associated with a court.

16. The method of claim 15, wherein the court sourced alerts are derived from the electronic filing system by trapping incoming e-mails distributed from the electronic filing system.

17. The method of claim 15, further comprising the step of linking an electronic document to the court sourced alert derived from the electronic filing system.

18. The method of claim 17, wherein the court sourced alert derived from the electronic filing system comprises an indication that there is a change in case header information associated with the legal case.

19. The method of claim 1, further comprising the step of creating a new docket record based on information contained in the court sourced alert.

20. The method of claim 1, further comprising the step of transmitting to the user an indication that the reconciliation is permitted or prohibited.

22. The method of claim 1, wherein the database is comprised of a plurality of docket records associated with a plurality of legal cases, the method further comprising the step of displaying a table of information on each case.

23. The method of claim 22, wherein the step of displaying the table further comprises the step of tailoring the presentation of information in the table.

24. The method of claim 1, further comprising the steps of retrieving information from an electronic filing system associated with a court, reformatting the retrieved information, and presenting the reformatted information.

25. A method for docketing and reporting activities related to a legal case comprising the steps of:

creating a legal document;

filing the legal document with a court;

generating and storing a docket record within a database in a computer memory based on the filing of the legal document with the court;

receiving a court sourced alert via a communications network indicating that the filed legal document has been received by the court;

loading the court sourced alert into the database;

generating and displaying a docket report listing and identifying the docket record and the court sourced alert;

reconciling the docket record with the court sourced alert; and

modifying the displayed docket report listing to indicate that the court sourced alert has been reconciled with the docket record.

26. A method for docketing and reporting activities related to a legal case comprising the steps of:

creating a legal document;

generating and storing a docket record within a database in a computer memory based on the legal document;

electronically filing the legal document with a court;

receiving a court sourced alert via a communications network indicating that the filed legal document has been received by the court;

loading the court sourced alert into the database;

generating and displaying a docket report listing and identifying the docket record and the court sourced alert;

reconciling the docket record with the court sourced alert; and

modifying the displayed docket report listing to indicate that the court sourced alert has been reconciled with the docket record.

27. A method for docketing and reporting activities related to a legal case comprising the steps of:

establishing a database in a computer memory for storing case data comprised of a plurality of docket records associated with the legal case;

populating the database with at least one new docket record;

generating and displaying a docket report listing and identifying the at least one new docket record;

displaying at least one proposed diary entry based on the new docket record;

allowing a user to accept the proposed diary entry; and

if the diary entry is accepted, updating the database to include the new diary entry.

28. The method of claim 27, further comprising the step of periodically notifying users of the new diary entry.

29. The method of claim 27;

further comprising the step of providing the users with the text of an underlying legal rule upon which the proposed diary entry is based.

30. The method of claim 27, further comprising the step of generating and displaying a check list of additionally proposed actions.

31. A computer readable medium storing computer instructions for a method for docketing and reporting activities related to a legal case, the method comprising the steps of:

establishing a database in a computer memory for storing case data comprised of a plurality of docket records associated with the legal case;

populating the database with at least one docket record;

receiving a court sourced alert associated with the legal case via a communications network;

loading the court sourced alert into the database;

generating and displaying a docket report listing and identifying the at least one docket record and the court sourced alert;

reconciling the court sourced alert with the docket record; and

modifying the displayed docket report listing to indicate that the court sourced alert has been reconciled with the docket record.

32. A case management system for docketing and reporting activities related to a legal case comprising:

a host server housing a database in a computer memory for storing case data comprised of a plurality of docket records associated with the legal case;

a user client having an input device for populating the database with one or more docket records;

one or more processors associated with the host server and the user client, the processors programmed to perform the following steps;

receive a court sourced alert associated with the legal case via a communications network;

load the court sourced alert into the database;

generate and displaying a docket report listing and identifying the at least one docket record and the court sourced alert;

reconcile the court sourced alert with the docket record; and

modify the displayed docket report listing to indicate that the court sourced alert has been reconciled with the docket record.