High integrity computer implemented docketing system

• US 5,329,447 A
• Filed: 03/12/1992
• Issued: 07/12/1994
• Est. Priority Date: 03/12/1992
• Status: Expired due to Fees

• Current Assignee: Charles M. Leedom Jr
• Original Assignee: Charles M. Leedom Jr
• Inventors: Leedom, Charles M. Jr.
• Primary Examiner(s): Envall, Jr., Roy N.
• Assistant Examiner(s): Tran, Khai
• Application Number:
  US07/850,484
• Time in Patent Office: 852 Days
• Field of Search: 364/400, 364/401, 364/419, 364/406
• US Class Current: 705/7.15
• CPC Class Codes: G06Q 10/063114 Status monitoring or status determination for a person or group
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/1097 Task assignment

Abstract

A computer implemented deadline docketing system for receiving, organizing and reporting future deadline calendar dates. The system includes a report generator for generating an operator viewable first report of all unverified future calendar dates which are stored in the system. The system also includes a verification recorder for converting unverified future calendar dates into verified dates by receiving and storing in association with a future calendar date a human operator generated verification signal whenever a human operator has independently verified the accuracy of the corresponding calendar date. The system is also organized to provide in the first report a complete chronological record, in the form of a Table of Contents, of all deadline calendar dates which have been entered into the system in association with a particular law case identified by a unique record key along with a word description of the action required, the verification status, the date upon which the required action was completed and a word description of the action taken to satisfy the calendar date deadline.

Claims

1. A human operator controlled computer implemented deadline docketing system for a plurality of cases, comprising

non-volatile memory means for retaining a program including a series of executable commands for implementing the docketing system and for retaining stored signals when the system is de-energized including a plurality of case record keys uniquely identifying each case;

controller means connected with said non-volatile memory means for executing said program to operate the docketing system;

deadline recording means operating under the control of said controller means for receiving and storing in said non-volatile memory means unverified future calendar date signals associated with a unique case record key representing an initial human operator determined future calendar date by which an action must be taken in a case identified by the record key;

report generating means operating under the control of said controller means for generating in response to an operator entered case identifier key an operator viewable first report listing and identifying all unverified future calendar dates stored in said non-volatile memory means associated with the operator entered case record key; and

verification recording means operating under the control of said controlling means for converting unverified calendar date signals into verified future calendar date signals by receiving and storing in said non-volatile memory means in association with a future calendar date appearing in said first report a human operator generated verification signal indicating that the human operator has independently verified the accuracy of the corresponding future calendar date appearing in said first report.

2. A docketing system as defined by claim 1, wherein said report generating means operates to generate a second report including the unverified future calendar dates associated with a plurality of case record keys whereby said second report can operate to remind the system operator that future calendar dates recorded in the system remain unverified.

3. A docketing system as defined by claim 2, wherein said report generating means operates to include in said second report only those unverified future calendar dates which have remained unverified within the system for a predetermined minimum time to permit adequate time for verification to take place before a reminder is generated.

4. A docketing system as defined by claim 2, wherein said plurality of law cases include the cases being handled by a group of law practitioner, wherein only one practitioner is primarily responsible for insuring that required actions are undertaken within the deadline dates indicated by the future calendar dates recorded in the system and wherein said second type of report includes all of the cases for which unverified future calendar dates remain in the system, said unverified future calendar dates being grouped in said second report according to the practitioner primarily responsible.

5. A docketing system as defined by claim 4, wherein said report generating means operates to include in said second report only those unverified future calendar dates which have been verified for a predetermined time within the system to permit adequate time for verification by the practitioner primarily responsible for the case before a reminder is generated.

6. A docketing system as defined by claim 5, further including response recording means for receiving and recording in said non-volatile memory means response signals indicating that the action required in response to a particular stored future calendar date has taken place, and wherein said report generating means operates to include in each said first reports all verified future calendar dates resulting from operation of said verification recording means and all response signals associated with previously stored calendar dates associated with the operator entered record key.

7. A docketing system as defined by claim 6, wherein said response recording means also operates to record an action description for describing the required action for each stored future calendar date and wherein said response recording means also operates to record a response description for describing the response undertaken in association with each said calendar date.

8. A docketing system as defined by claim 7, wherein said report generating means operates to cause said first report to include all stored calendar dates associated with the corresponding operator entered record key and any corresponding action descriptions, an indication of whether the corresponding calendar dates have been verified, an indication of whether a response has taken place within the calendar date deadline including any corresponding response description, and wherein said information is organized in chronological order to form a list of all actions and responses which have taken place and all future actions which must be undertaken in the identified case.

9. A docketing system as defined by claim 8, further including at least one video monitor and wherein said report generating means includes a video monitor interface for forming signals suitable for creating an image of said first and second reports on said monitor.

10. A docketing system as defined by claim 9, further including at least one hard copy image forming device and wherein said report generating means includes a hard copy image forming device interface for forming signals suitable for creating a hard copy of said first report in said hard copy image forming device, whereby the hard copy of said first report can be placed with a hard copy file of the associated case identified by the corresponding record key, whereby said hard copy form of said first report will form a chronological table of contents of all recorded actions and responses for the .hard copy file of the corresponding case.

11. A docketing system as defined by claim 10, wherein said hard copy image forming interface operates to cause said hard copy image forming device to form a hard copy form of said second report which may be given to the corresponding responsible practitioners as a reminder that future calendar dates remain unverified.

12. A docketing system as defined by claim 4, further including user class identifying means for establishing separate user classes including a system operator class and a practitioner class, and further including a system access controller means for limiting the functions which can be performed by system users based on the class to which a user belongs, said system access controller means operating to allow only users in the system operator class to use said deadline recording means to enter, change or delete unverified future calendar dates in said non-volatile memory means.

13. A docketing system as defined by claim 1, wherein said report generating means also operates to generate a daily docket report listing all calendar dates corresponding to signals stored in said nonvolatile memory means by said deadline recording means wherein the calendar dates are grouped by date and each calendar date appears in association with the corresponding record key.

14. A docketing system as defined by claim 13, wherein said plurality of law cases include the cases being handled by a group of law practitioners wherein only one practitioner is primarily responsible for insuring that required actions are undertaken within the deadline dates indicated by the future calendar dates recorded in the system and wherein said daily docket report further groups all calendar dates for a given day by responsible practitioner.

15. A docketing system as defined by claim 14, wherein said deadline recording means also operates to record in said non-volatile memory means an action description for describing the required action for each stored future calendar date and wherein said report generating means operates to include in said daily docket report the stored description associated with each calendar date listed in said daily docket report.

16. A docketing system as defined by claim 1, further including an automatic calendar date calculation means for establishing separate calendar date types and for automatically causing said deadline recording means to store additional future calendar date signals linked to predefined types of human operator entered calendar dates.

17. A docketing system as defined by claim 16, further including verification step limiting means causing all calendar dates generated automatically by said automatic calendar date calculation means to be treated by the system as though each automatically generated date has been human operator verified using said verification recording means.

18. A docketing system as defined by claim 16, wherein said automatic calendar date calculation means operates to automatically calculate tickler date signals for specific types of calendar dates for storage in said non-volatile memory in association with each corresponding type of calendar date, said tickler date being automatically calculated from the associated human operator entered calendar date.

19. A docketing system as defined by claim 1, wherein the plurality of cases include patent applications and issued patents and the calendar dates relate to deadlines for responding to Patent and Trademark Office actions and maintenance fee payments and further including data integrity checking means for determining potentially erroneous or missing calendar date signals in said non-volatile memory means.

20. A docketing system as defined by claim 19, wherein said non-volatile memory means includes patent number signals stored therein in association with those case record keys which uniquely identify a case pertaining to an issued patent and wherein said integrity checking means operates to receive human operator entered signals representing the range of patent numbers corresponding to the patents issued during predetermined periods of time spanning a pair of calendar dates and further wherein said integrity checking means operates to determine if any case record keys are stored in said non-volatile memory means for which appropriate future calendar date signals relating to patent maintenance fees are not stored in said nonvolatile memory means and still further wherein said integrity checking means operates to generate a human operator viewable listing of case record keys for which appropriate calendar dates are not found.

21. A docketing system as defined by claim 1, wherein said deadline recording means includes dual data entry means for requiring correspondence between two separate human operator entries for each future calendar date before signals representing the corresponding future calendar date can be stored in said non-volatile memory including dates of official actions and corresponding response periods associated with said official actions.

28. A docketing system as defined in claim 10, further including a plurality of file folders, adapted to contain therein hard copies of corresponding cases identified by said case record keys, each said file folder including attaching means for attaching in said file folder a hard copy of said first report for the corresponding case.

29. A docketing system as defined in claim 28, wherein each file folder includes a transparent-outer panel and wherein said attaching means is adapted to secure said hard copy of said first report on the interior side of said transparent panel in a position which allows said first report be viewed from the exterior of said file folder.

22. A method for docketing and reporting deadline dates for a plurality of cases by utilizing a programmed computer system having a non-volatile memory and a report generator which is capable of generating a report based on the results of a search and compare function under control of the computer program, comprising the steps of

storing in the non-volatile memory a plurality of case record keys uniquely identifying a case, storing unverified future calendar date signals associated with a unique case record key identifier representing an initial human operator determined future calendar date by which an action must be taken in a case identified by the case record key,

periodically generating a human viewable report listing and identifying all unverified future calendar dates associated with the case identified by the operator entered case record key, and

converting stored unverified future calendar date signals to verified future calendar date signals by storing in the non-volatile memory in association with the corresponding stored calendar date a verification signal generated by a human operator who has independently calculated the calendar date appearing in the first human viewable report and has verified the accuracy of the corresponding stored future calendar date appearing in the first human viewable report.

23. A method for docketing and reporting deadline dates as defined in claim 22 further including the step of generating a hard copy form of the first human viewable report.

24. A method for docketing and reporting deadline dates as defined in claim 23 further including the step of providing in the hard copy form of the first human viewable report a listing of previously stored and verified calendar date signals to form a record of all verified and unverified calendar date signals stored in the system in accordance with the corresponding case.

25. A method for docketing and reporting deadline dates as defined in claim 24 further including the step of providing in the hard copy form of the first human viewable report a description of those actions which have been taken to satisfy the deadline listed deadline calendar dates to form a Table of Contents for the hard copy of the corresponding case.

26. A method for docketing and reporting deadline dates as defined in claim 25 further including the step of providing closable file folders for receiving opened hard copies of corresponding cases and including the step of generating a new hard copy of the corresponding human viewable report each time a new entry is stored in the system which would appear in the human viewable report for the corresponding case.

27. A method for docketing and reporting deadline dates as defined in claim 26 further including the step of generating a second human viewable report including the unverified future calendar dates associated with a plurality of case record keys whereby the second human readable report can operate to remind the system operator that future calendar dates recorded in the system remain unverified.