IP Library Granted Patent US 11,455,350
Granted Patent B2
US 11,455,350 · App. 13/368,487 · Granted Sep 27, 2022

System, method, and interfaces for work product management

Inventors: James John Jarvis (Eagan, MN); Jeff Arvidson (Eagan, MN); Scott Post (Eagan, MN)
Assignee: Thomson Reuters Enterprise Centre GmbH
G06F16/9535G06F16/166G06F16/1794G06F16/1873G06Q50/18
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Quick Facts
Patent No.
US 11,455,350
App. No.
13/368,487
Granted
Sep 27, 2022
Kind
B2
Abstract

A method includes receiving an initial electronic file where the initial electronic file is associated with a work product. The method further includes resolving, automatically, an electronic file content type associated with the initial electronic file and executing, automatically, at least one subscription program associated with the electronic file content type of the initial electronic file. The method further includes retrieving an enhanced electronic file based on a matter security level. The enhanced electronic file is associated with an indication of completion of the at least one subscription program. Another embodiment includes extracting a set of metadata from the initial electronic file and storing the set of metadata from the initial electronic file in a memory. Yet another embodiment includes populating, automatically, at least one field within a field-oriented electronic file from the set of metadata.

Claims (41)

1. A computer implemented method comprising:

receiving at a server an initial electronic file uploaded from an access device in communication with the server over a transmission channel, the initial electronic file associated with a work product presented by a user;

determining an electronic file content type associated with the initial electronic file by analyzing the structure and content of the electronic file, wherein the electronic file content type is at least one of a contract, a legal motion document, a legal brief, a settlement agreement, an email, and a memorandum;

executing by the sever at least one subscription program associated with the electronic file content type of the initial electronic file and generating an enhanced electronic file version of the initial electronic file, the at least one subscription program comprising a program that the user has a subscription to, is selected by the server for execution against the initial electronic file from a plurality of subscription programs based on the determined file content type of the initial electronic file, and upon execution against the initial electronic file adds at least one enhancement to the initial electronic file, wherein the at least one enhancement comprises a hyperlink and wherein the at least one subscription program adds at least one hyperlink to the initial electronic file, the enhanced electronic file being associated with an indication of completion of the at least one subscription program;

retrieving at least one enhanced electronic file based on a matter security level, the matter security level comprising customized access permissions for the enhanced electronic file;

extracting a set of metadata from the initial electronic file, the set of metadata comprising jurisdictional data and one or more of a party name and an entity name;

storing the set of metadata from the initial electronic file in a memory in association with the work product; and

populating with the set of metadata at least one field within a field-oriented electronic file associated with the work product upon initial generation of the field-oriented electronic file.

2. The method of claim 1 wherein the work product is a litigation matter.

3. The method of claim 1 wherein the work product is a transactional matter.

4. The method of claim 1 wherein the enhanced electronic file is at least one of an enhanced word processing document, an enhanced spreadsheet, an enhanced audio file, an enhanced video file, an enhanced image file, an enhanced text document, an enhanced field-oriented file, and an enhanced text associated with an image.

5. The method of claim 1 wherein the at least one field is a party name field.

6. The method of claim 1 wherein the at least one field is a court jurisdiction field.

7. A work product management system comprising:

a server including a processor and a memory coupled to the processor and storing instructions thereon that, in response to receiving a request to manage a work product, cause the processor to:

receive at a server an initial electronic file uploaded from an access device in communication with the server over a transmission channel, the initial electronic file associated with a work product presented by a user;

determine an electronic file content type associated with the initial electronic file by analyzing the structure and content of the electronic file, wherein the electronic file content type is at least one of a contract, a legal motion document, a legal brief, a settlement agreement, an email, and a memorandum;

execute by the sever at least one subscription program associated with the electronic file content type of the initial electronic file and generate an enhanced electronic file version of the initial electronic file, the at least one subscription program comprising a program that the user has a subscription to, is selected by the server for execution against the initial electronic file from a plurality of subscription programs based on the determined file content type of the initial electronic file, and upon execution against the initial electronic file adds at least one enhancement to the initial electronic file, wherein the at least one enhancement comprises a hyperlink and wherein the at least one subscription program adds at least one hyperlink to the initial electronic file, the enhanced electronic file being associated with an indication of completion of at the least one subscription program;

retrieve at least one enhanced electronic file based on a matter security level, the matter security level comprising customized access permissions for the enhanced electronic file;

extract a set of metadata from the initial electronic file, the set of metadata comprising jurisdictional data and one or more of a party name and an entity name;

store the initial electronic file and the set of metadata from the initial electronic file in the memory in association with the work product; and

populate the set of metadata at least one field within a field-oriented electronic file associated with the work product upon initial generation of the field-oriented electronic file.

8. The system of claim 7 wherein the work product is a litigation matter.

9. The system of claim 7 wherein the work product is a transactional matter.

10. The system of claim 7 wherein the enhanced electronic file is at least one of an enhanced word processing document, an enhanced spreadsheet, an enhanced audio file, an enhanced video file, an enhanced image file, an enhanced text document, an enhanced field-oriented file, and an enhanced text associated with an image.

11. The system of claim 7 wherein the at least one field is a party name field.

12. The system of claim 7 wherein the at least one field is a court jurisdiction field.

13. A non-transitory computer-usable medium having a computer readable internet restriction program embodied therein, the computer readable internet restriction program comprising:

a first set of computer code configured to receive at a server an initial electronic file uploaded from an access device in communication with the server over a transmission channel, the initial electronic file associated with a work product presented by a user;

a second set of computer code configured to determine an electronic file content type associated with the initial electronic file by analyzing the structure and content of the electronic file, wherein the electronic file content type is at least one of a contract, a legal motion document, a legal brief, a settlement agreement, an email, and a memorandum;

a third set of computer code configured to, execute by the sever at least one subscription program associated with the electronic file content type of the initial electronic file and generate an enhanced electronic file version of the initial electronic file, the at least one subscription program comprising a program that the user has a subscription to, is selected by the server for execution against the initial electronic file from a plurality of subscription programs based on the determined file content type of the initial electronic file, and upon execution against the initial electronic file adds at least one enhancement to the initial electronic file, wherein the at least one enhancement comprises a hyperlink and wherein the at least one subscription program adds at least one hyperlink to the initial electronic file, the enhanced electronic file being associated with an indication of completion of the at least one subscription program;

a fourth set of computer code configured to retrieve at least one enhanced electronic file based on a matter security level, the matter security level comprising customized access permissions for the enhanced electronic file;

a fifth set of computer code configured to extract a set of metadata from the initial electronic file, the set of metadata comprising jurisdictional data and one or more of a party name and an entity name;

a sixth set of computer code configured to store the initial electronic file and the set of metadata from the initial electronic file in the memory in association with the work product; and

a seventh set of computer code configured to populate the set of metadata at least one field within a field-oriented electronic file associated with the work product upon initial generation of the field-oriented electronic file.

14. The non-transitory computer-usable medium of claim 13 wherein the work product is a litigation matter.

15. The non-transitory computer-usable medium of claim 13 wherein the work product is a transactional matter.

16. The non-transitory computer-usable medium of claim 13 wherein the enhanced electronic file is at least one of an enhanced word processing document, an enhanced spreadsheet, an enhanced audio file, an enhanced video file, an enhanced image file, an enhanced text document, an enhanced field-oriented and an enhanced text associated with an image.

17. The non-transitory computer-usable medium of claim 13 wherein the at least one field is a party name field.

18. The non-transitory computer-usable medium of claim 13 wherein the at least one field is a court jurisdiction field.

19. The method of claim 1 wherein the at least one hyperlink links to a case cited within the initial electronic file.

Assignments (4)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 2, 2020
From: THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
To: THOMSON REUTERS ENTERPRISE CENTRE GMBH
Reel/Frame 051982/0601 →
CHANGE OF NAME Recorded Aug 15, 2017
From: THOMSON REUTERS GLOBAL RESOURCES
To: THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
Reel/Frame 043296/0295 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 25, 2012
From: JARVIS, JAMES JOHN; ARVIDSON, JEFF; POST, SCOTT
To: WEST SERVICES INC.
Reel/Frame 029191/0364 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 25, 2012
From: WEST SERVICES INC.
To: THOMSON REUTERS GLOBAL RESOURCES
Reel/Frame 029191/0480 →
Continuity (1)
Related Publication 20130204840A1 · Aug 8, 2013