Method for synchronizing information in multiple case management systems

• US 7,653,631 B1
• Filed: 05/10/2002
• Issued: 01/26/2010
• Est. Priority Date: 05/10/2001
• Status: Active Grant

• Current Assignee: CPA Global LLC
• Original Assignee: FoundationIP LLC (Clarivate Plc)
• Inventors: Lundberg, Steven W.
• Primary Examiner(s): Fleurantin; Jean B.
• Assistant Examiner(s): Ly; Anh
• Application Number:
  US10/143,506
• Time in Patent Office: 2,818 Days
• Field of Search: 707/10, 707/202, 707/1, 707/2, 707/100, 707/200, 707/201, 709/204, 709/217, 705/1, 705/10
• US Class Current: 707/636
• CPC Class Codes: G06Q 10/063 Operations research, analysis or management
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 50/18 Legal services

Abstract

The present invention includes a method for synchronizing information between and among multiple electronic case management systems. The method includes sending an updated data packet from one case management system to another case management system. The data from the packet is used to update status data.

Claims

1. A method, comprising:

providing at least first and second legal case management systems, each legal system including a data storage component for storing status data about legal matters, a messaging component for sending messages between users of the system, a posting component for posting data items;

organizing the status data, messages and postings by activity within one of said legal matters, handled by a user of the system;

using data stored in one or both of the legal case management systems, with the legal matters in each of the legal case management systems;

sending a message from the first legal case management system to the second legal case management system, the message including an indication of the legal matter and any activity to which the message relates;

receiving the message at the second legal case management system, the second legal case management system directing the message to the associated matter in the second legal case management system;

a user of the second legal case management system receiving the message and associating it with a corresponding one of the activities in the legal matter in order to synchronize messages for the first and second legal case management systems;

presenting the synchronized messages to users of the first and second legal case management systems; and

using data stored in one or both of the case management systems, associating the user IDs that belong to the same person as between each of the case management systems, thereby allowing users to be correlated between systems;

wherein any further messages received from the first legal case management activity are automatically associated with the corresponding activity in the second legal case management system.

2. The method of claim 1 wherein related matters and related activities in each of the case management systems are associated.

3. The method of claim 1 wherein postings are synchronized instead of messages.

4. The method of claim 1 wherein the message sent originates from a matter in the first case management system and optionally an activity in the first case management system but has no matter specified in the second case management system wherein the message is received at the second case management system as a general delivery message and then is associated with a matter in the second case management system and wherein notice is sent back to the first case management system in the form of a notice or a reply to the message which from that point on tells the first case management system which second system matter to relate messages from the first system to.

5. The method of claim 1 wherein prior art documents are sent instead of messages.

6. The method of claim 1 wherein the first case management system sends a message or a posting or a prior art document to a master system that acquires data and then passes it along to other case management systems having related matters.

7. A method, comprising:

providing a first and a second legal case management systems, each legal system including a data storage component for storing status data about legal matters, a messaging component for sending messages between users of the system, a posting component for posting data items;

organizing the status data, messages and postings by activity within one of the legal matters handled by a user of the system;

using data stored in one or both of the legal case management systems, with legal matters in each of the legal case management systems;

sending a message from a matter in the first legal case management systems to the second legal case management system, the message including an indication of the legal matter and any activity to which the message relates, the second legal case management system having no corresponding matter specified in the second legal case management system;

receiving the message at the second legal case management system as a general delivery message, the second legal case management system associating the message to a matter in the second legal case management system and sending a notice back to the first case management system in the form of a notice or a reply to the message which from that point on tells the first case management system which second system matter to relate messages from the first system to;

a user of the second legal case management system receiving the subsequent message and associating it with a corresponding one of the activities in the legal matter in order to synchronize messages for the first and second legal case management systems;

presenting the synchronized messages to users of the first and second legal case management systems; and

using data stored in one or both of the case management systems, associating the user IDs that belong to the same person as between each of the case management systems, thereby allowing users to be correlated between systems;

wherein any further messages received from the first legal case management activity are automatically associated with the corresponding activity in the second legal case management system.

8. The method of claim 7, wherein sending a message further comprises sending a message from an activity in the first legal case management system.