Method and system for automated messaging in an online legal workflow tool
View Patent ↗A computer system and computer-implemented method for message or “chaser” management in a distributed legal workflow environment is provided. Embodiments provide central administration of legal workflow conducted by a plurality of distributed participants. A plurality of workflow chasers associated with a plurality of workflow records are created and defined based on a plurality of attributes (e.g. associated record identification, action identification, target user, display date, etc.). New and existing chasers are compared to one another to identify any redundancies (e.g. duplicate chasers, unnecessary chasers, etc.). Redundant chasers are deleted or otherwise de-activated. Remaining chasers are implemented within the distributed legal workflow environment, as appropriate (i.e. displayed to their target user on the associated target display date. Chasers may be created automatically as required for conformance to workflow policies, procedures or applicable laws. Chasers may also be user-defined and modified.
1. A computer system for chaser management in a distributed legal workflow environment, the computer system providing central administration of legal workflow conducted by a plurality of distributed participants and comprising a computer network including one or more computers operably programmed and configured to
(i) generate a plurality of workflow chasers associated with a plurality of workflow records, wherein each of the chasers includes at least a record, action, target user and display date attribute, and one or more of the chasers include an escalation date and an escalation manager attribute;
(ii) compare attributes of the chasers to identify at least one redundant chaser;
(iii) remove the at least one redundant chaser leaving remaining chasers; and
(iv) implement the remaining chasers in the distributed legal workflow environment by displaying at least one of the remaining chasers to an escalation manager on the escalation date, wherein at least some of the chasers are modified during a single modification transaction.
2. The computer system of claim 1 wherein the removal of the at least one redundant chaser includes the removal of a duplicate chaser.
3. The computer system of claim 1 wherein the removal of the at least one redundant chaser includes merging one or more attributes of two or more of the chasers.
4. The computer system of claim 1 wherein the removal of the at least one redundant chaser includes removal of one or more unnecessary new chasers.
5. The computer system of claim 1 wherein new chasers are compared.
6. The computer system of claim 1 wherein existing chasers are compared.
7. The computer system of claim 1 wherein new chasers are compared to existing chasers.
8. The computer system of claim 1 wherein the remaining chasers are further implemented by displaying at least one of the remaining chasers to the target user on a display date.
9. The computer system of claim 1 wherein the escalation date is calculated automatically.
10. The computer system of claim 1 wherein the one or more computers are additionally operably programmed and configured to receive input modifying one or more chaser attributes.
11. The computer system of claim 1 wherein the one or more computers are additionally operably programmed and configured to create one or more chasers automatically based on one or more encoded laws or business rules.
12. The computer system of claim 1 wherein the one or more computers are additionally operably programmed and configured to receive input creating one or more custom user-defined chasers.
13. A computer-implemented method for chaser management in a distributed legal workflow environment providing central administration of legal workflow conducted by a plurality of distributed participants, the method comprising:
by one or more computers,
(i) generating a plurality of workflow chasers associated with a plurality of workflow records, wherein each of the chasers includes at least a record, action, target user and display date attribute, and one or more of the chasers include an escalation date and an escalation manager attribute,
(ii) comparing attributes of the chasers to identify at least one redundant chaser,
(iii) removing the at least one redundant chaser leaving remaining chasers, and
(iv) implementing the remaining chasers in the distributed legal workflow environment by displaying at least one of the remaining chasers to an escalation manager on the escalation date, wherein at least some of the chasers are modified during a single modification transaction.
14. The method of claim 13 wherein the step of removing the at least one redundant chaser includes removing a duplicate chaser.
15. The method of claim 13 wherein the step of removing the at least one redundant chaser includes merging one or more attributes of two or more of the chasers.
16. The method of claim 13 wherein the step of removing the at least one redundant chaser includes removing one or more unnecessary new chasers.
17. The method of claim 13 wherein new chasers are compared.