Methods, systems, and emails to link emails to matters and organizations
First Claim
Patent Images
1. A method to process an electronic mail message (email), comprising:
- receiving the email, within and as part of an electronic mail service, which is an email system having an email client and an email server, wherein the email is associated with at least one of a matter and an organization, and wherein the email is processed and handled within the electronic mail service; and
linking the email to at least one of the matter and the organization, wherein the matter and the organization include at least one of personnel data, organization data, assignment data, document data, task data, and discussion data, wherein the email is linked via metadata of the email, which is recognized by the electronic mail service, and wherein the metadata includes at least one of a matter identification and an organization identification, which permit the linking of the email to the matter or the organization, and the metadata also includes a subject of the email, and the metadata is modifiable by the email client or email server to include or change the matter identification or the organization identification.
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Abstract
Methods, systems, and electronic mail messages (emails) are provided for automatically linking emails to matters or organizations. An email is received or constructed and linked to matters or organizations. The matters and the organizations are associated with matter areas and organization areas. Each of the areas includes matter data, organization data, personnel data, assignment data, and contact data. In one embodiment, the email is also interfaced to a billing system, a document management system, and a docketing system.
102 Citations
31 Claims
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1. A method to process an electronic mail message (email), comprising:
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receiving the email, within and as part of an electronic mail service, which is an email system having an email client and an email server, wherein the email is associated with at least one of a matter and an organization, and wherein the email is processed and handled within the electronic mail service; and linking the email to at least one of the matter and the organization, wherein the matter and the organization include at least one of personnel data, organization data, assignment data, document data, task data, and discussion data, wherein the email is linked via metadata of the email, which is recognized by the electronic mail service, and wherein the metadata includes at least one of a matter identification and an organization identification, which permit the linking of the email to the matter or the organization, and the metadata also includes a subject of the email, and the metadata is modifiable by the email client or email server to include or change the matter identification or the organization identification. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A method to construct a template electronic mail message (email), comprising:
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generating, within an electronic mail service represented by an email client and an email server, the template email within a matter context after receiving a request, wherein the matter context is related to a classification associated with the matter context, and wherein the classification is part of metadata associated with the template email and is included with a subject identification that is subsequently associated with the template email, and the classification is modifiable within the metadata; and automatically providing a matter list of email addresses associated with the matter context, within the electronic mail service, wherein the matter list of email addresses represent potential receivers of the template email, and wherein the potential receivers are acquired in response to the classification and have been previously assigned to that classification. - View Dependent Claims (11, 12, 13, 14)
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15. A method of presenting electronic mail messages (emails), comprising:
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receiving, by an email service having an email client and an email server, metadata for one or more emails in a table, wherein the metadata includes subject data, matter data, sender data, attachment indication data, and date received data, and wherein the matter data is associated with one or more classifications to which the one or more emails are assigned, and wherein the metadata is carried with the one or more emails and includes subjects for the one or more emails and the metadata is modifiable; configuring, within the electronic mail service, the one or more emails in an order within the table based on at least one of a posting type, a filter type, and a view type; and presenting, within the electronic mail service, the metadata for each of the one or more emails within the table in the configured order. - View Dependent Claims (16, 17, 18, 19, 20, 21)
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22. An electronic mail (email) system, comprising:
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matter areas associated with classifications assigned to email, wherein the matter areas are represented in metadata associated with the email and that metadata also includes a subject for the email, and wherein the metadata is modifiable by an email service that includes an email client and an email server; organization areas; and wherein the email is linked to at least one of the matter areas and the organization areas, and wherein the email is processed within the electronic mail service and the links recognized and integrated within the electronic mail service. - View Dependent Claims (23, 24, 25)
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26. An electronic email message (email) residing on a computer readable medium, comprising:
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a matter identification; a matter title; an organization identification; and wherein the email is linked to at least one of a matter area and an organization area using at least one of the matter identification and the organization identification, and wherein the email is processed by an email service, and wherein the links are also handled by the email service, and the matter identification, the matter title, and the organization identification are included within metadata carried with the email and that metadata also includes a subject associated with the email, and the metadata is modifiable by the email service. - View Dependent Claims (27, 28, 29, 30, 31)
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Specification