Bulk download of documents from a system for managing documents

• US 7,853,572 B2
• Filed: 03/21/2005
• Issued: 12/14/2010
• Est. Priority Date: 03/21/2005
• Status: Active Grant

• Current Assignee: CPA Global LLC
• Original Assignee: FoundationIP LLC (Clarivate Plc)
• Inventors: Brennan, Thomas F., Jain, Shal, Sinha, Pradeep, Lundberg, Steven W., Kalis, Janal M.
• Primary Examiner(s): Wassum; Luke S
• Application Number:
  US11/085,840
• Publication Number:
  US 20060212419A1
• Time in Patent Office: 2,094 Days
• Field of Search: None
• US Class Current: 707/687
• CPC Class Codes: G06Q 10/00 Administration; Management

Abstract

A method and apparatus provide, in one example embodiment, for storing and processing information in a data storage and processing system on a server, the server accessed by attorneys using the system from client computers, wherein the information pertains to a plurality of legal matters being handled by the attorneys, and wherein the legal matters are for respective clients. A group of electronic documents stored in the management system are selected using the client computer, wherein the electronic documents are associated with a particular one of the legal matters, and the user requests that the group of documents be bulk downloaded. The group of documents is downloaded to a storage device on the client or other storage or computing device.

Claims

1. A method comprising:

storing and processing information in a first database on a data storage and processing system on a server, the server is accessed by a user from a client computer, wherein the information pertains to a plurality of legal matters being handled by attorneys, and wherein the legal matters are for respective clients;

from a client computer, selecting a group of electronic docketing records and associated documents stored in the first database on the data storage and processing system, wherein the electronic docketing records and associated documents are associated with a particular one of the legal matters;

requesting that the group of electronic docketing records and associated documents be bulk downloaded; and

automatically downloading the group of electronic docketing records and associated documents to a second database on a storage device on the client computer, wherein downloading the group of electronic docketing records and associated documents includes downloading the group of electronic docketing records and associated documents via a single download request, the automatic download of the group of documents maintains data integrity by copying the file structure and linkages for the docketing records and associated documents in the first database to the second database.

2. A method according to claim 1 further wherein the group of electronic docketing records and associated documents is selected using a web-based interface.

3. A method according to claim 1 further including downloading to the client a computer program that operates on the client computer and communicates with the processing system to download the group of electronic docketing records and associated documents.

4. The method of claim 1, wherein the data electronic docketing records for which integrity is maintained comprises at least one of docket dates, tasks associated with the docket dates, a client name, a client contact name, a law firm, a service provider name, a law firm matter number, a client reference number, a unique reference number, provided by a service provider, foreign associates, identification of law firm members assigned to a matter, patent numbers, issue dates, publication dates, serial numbers, and filing dates.

5. The apparatus of claim 1, wherein the maintaining the data integrity of the electronic docketing records further comprises:

during the automatically downloading of the electronic docketing records copying from the first secure database to the second secure database one of a docketing rule and a docketing task associated with the docketing record.

6. Apparatus comprising a programmed computer adapted to:

store and process information in a first database on a data storage and processing system on a server, wherein the information pertains to a plurality of legal matters being handled by attorneys, and wherein the legal matters are for respective clients;

from a client computer, select a group of electronic docketing records and associated documents stored in the first database on the data storage and processing system, wherein the electronic docketing records and associated documents are associated with a particular one of the legal matters; and

request that the group of electronic docketing records and associated documents be bulk downloaded; and

automatically download the group of electronic docketing records and associated documents to a second database on a storage device on the client computer, wherein an automatic download of the group of electronic docketing records and associated documents includes downloading the group of electronic docketing records and associated documents via a single download request, the automatic download of the group of documents maintains data integrity by copying the file structure and linkages for the docketing records and associated documents in the first database to the second database.

7. Apparatus according to claim 6 further wherein the group of electronic docketing records and associated documents is selected through a web-based interface.

8. An Apparatus according to claim 6 further wherein the programmed computer is adapted to download to the client a client computer program, wherein the client computer program is operable on the client computer to communicate with the processing system to download the group of electronic docketing records and associated documents.

9. The apparatus of claim 6, wherein the data for which integrity is maintained comprises at least one of docket dates, tasks associated with the docket dates, a client name, a client contact name, a law firm, a service provider name, a law firm matter number, a client reference number, a unique reference number, provided by a service provider, foreign associates, identification of law firm members assigned to a matter, patent numbers, issue dates, publication dates, serial numbers, and filing dates.

10. The apparatus of claim 6, wherein the maintaining integrity of the electronic docketing records further comprises:

during the automatically downloading of the electronic docketing records, copying from the first secure database to the second secure database one of a docketing rule and a docketing task associated with the docketing record.

11. A method of transferring documents from a first law firm to a second law firm representing a client comprising:

maintaining a first secure database of electronic docketing records and documents at the first law firm;

providing security access for a second law firm to a specified client file in the database, wherein providing security access is authorized by the client;

the second law firm remotely accesses the first secure database and selects a group of the electronic docketing records and associated documents stored in the database, wherein the electronic docketing records and associated documents are associated with the specified client file;

requesting that the group of electronic docketing records and associated documents be bulk downloaded to a second secure database on a storage device maintained by the second law firm; and

automatically downloading the group of electronic docketing records and associated documents to the second secure database on the storage device, wherein an automatic download of the group of documents includes downloading the group of documents via a single download request, the automatic download of the group of documents maintains data integrity by copying the file structure and linkages for the docketing records and associated documents in the first secure database to the second secure database.

12. The method of claim 11, wherein the electronic docketing records for which integrity is maintained comprises at least one of docket dates, tasks associated with the docket dates, a client name, a client contact name, a law firm, a service provider name, a law firm matter number, a client reference number, a unique reference number, provided by a service provider, foreign associates, identification of law firm members assigned to a matter, patent numbers, issue dates, publication dates, serial numbers, and filing dates.

13. The method of claim 11, further comprising:

during the automatically downloading of the electronic docketing records, copying from the first secure database to the second secure database one of a docketing rule and a docketing task associated with the docketing record.