Paperless Docketing Workflow System
First Claim
Patent Images
1. A computer-implemented method for storing information about at least one workflow item, for each such workflow item the method comprising:
- storing, in a computer database in association with information about the workflow item, information identifying a person (an “
assigned person”
) who has a responsibility to complete the workflow item; and
providing, in association with the information about the workflow item, a capability for storing in the computer database information identifying a person (a “
covering person”
) who has a responsibility to complete the workflow item if the assigned person is unavailable to complete the workflow item.
1 Assignment
0 Petitions
Accused Products
Abstract
A workflow system provides role-specific console programs that display information for working attorneys, covering attorneys, paralegals and others. The system enables a working attorney'"'"'s workflow items to be covered by another attorney, without intermingling display of “to do” items belonging to the covering attorney with “to do” items belonging to the working attorney. Another aspect of the system enables automatically attaching documents that are relevant to a workflow item to an e-mail message.
41 Citations
31 Claims
-
1. A computer-implemented method for storing information about at least one workflow item, for each such workflow item the method comprising:
-
storing, in a computer database in association with information about the workflow item, information identifying a person (an “
assigned person”
) who has a responsibility to complete the workflow item; andproviding, in association with the information about the workflow item, a capability for storing in the computer database information identifying a person (a “
covering person”
) who has a responsibility to complete the workflow item if the assigned person is unavailable to complete the workflow item. - View Dependent Claims (2, 3)
-
-
4. A computer-implemented method for generating workflow items, the method comprising:
-
automatically checking for delivery of an e-mail message to at least one predetermined e-mail address; and automatically creating a workflow item based at least in part on a source address of an e-mail message delivered to the at least one predetermined e-mail address. - View Dependent Claims (5, 6, 7, 8, 9)
-
-
10. A computer-implemented method for generating an e-mail message, the method comprising:
-
displaying information about a workflow item, the workflow item having at least one document associated therewith; in response to an input from a user, generating an e-mail message and automatically attaching to the e-mail message at least one of the at least one document associated with the workflow item. - View Dependent Claims (11, 12)
-
-
13. A computer-implemented method for associating a document with a workflow item, the method comprising:
-
using a word processor to display a document; receiving from a user of the word processor an indication of a workflow item; and automatically storing metadata in association with the document, the metadata including information identifying the indicated workflow item. - View Dependent Claims (14, 15, 16, 17, 18)
-
-
19. A computer-implemented method for generating an e-mail message based on text selected in a document, the method comprising:
-
using a word processor to display a document that includes information identifying a workflow item; receiving an indication of a portion of the displayed document selected by the user; and in response to an input from the user; generating an e-mail message; and automatically copying the portion of the displayed document selected by the user into the e-mail message. - View Dependent Claims (20, 21, 22, 23, 24, 25)
-
-
26. A computer program product for providing storing information about at least one workflow item, the computer program product comprising a non-transitory computer-readable medium having computer readable program code thereon, the computer readable program including:
-
program code configured to store, in a computer database in association with information about the workflow item, for each such workflow item, information identifying a person (an “
assigned person”
) who has a responsibility to complete the workflow item; and
;program code configured to provide, in association with the information about the workflow item, a capability for storing in the computer database information identifying a person (a “
covering person”
) who has a responsibility to complete the workflow item if the assigned person is unavailable to complete the workflow item.
-
-
27. A system for storing information about at least one workflow item, the system comprising:
a computer database configured to store; in association with information about the workflow item, for each such workflow item, information identifying a person (an “
assigned person”
) who has a responsibility to complete the workflow item; andin association with the information about the workflow item, information identifying a person (a “
covering person”
) who has a responsibility to complete the workflow item if the assigned person is unavailable to complete the workflow item.
-
28. A computer program product for generating an e-mail message, the computer program product comprising a non-transitory computer-readable medium having computer readable program code thereon, the computer readable program including:
-
program code configured to display information about a workflow item, the workflow item having at least one document associated therewith; and program code configured to, in response to an input from a user, generate an e-mail message and automatically attaching to the e-mail message at least one of the at least one document associated with the workflow item.
-
-
29. A system for generating an e-mail message, comprising:
-
a computer configured to display information about a workflow item, the workflow item having at least one document associated therewith; and a computer configured to, in response to an input from a user, generate an e-mail message and automatically attach to the e-mail message at least one of the at least one document associated with the workflow item.
-
-
30. A computer program product for associating a document with a workflow item, the computer program product comprising a non-transitory computer-readable medium having computer readable program code thereon, the computer readable program including:
-
program code configured to use a word processor to display a document; program code configured to receive from a user of the word processor an indication of a workflow item; and program code configured to automatically store metadata in association with the document, the metadata including information identifying the indicated workflow item.
-
-
31. A system for associating a document with a workflow item, comprising:
-
a word processor configured to display a document; a user interface configured to receive from a user of the word processor an indication of a workflow item; and a computer program configured to automatically store metadata in association with the document, the metadata including information identifying the indicated workflow item.
-
Specification