IP Library Granted Patent US 9,083,663
Granted Patent B2
US 9,083,663 · App. 13/753,340 · Granted Jul 14, 2015

Reminder system

Inventor: Bruce Karlson (Mission, KS)
Assignee: DOCSOF, LLC
H04L51/046G06Q10/109H04L51/24
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Quick Facts
Patent No.
US 9,083,663
App. No.
13/753,340
Granted
Jul 14, 2015
Kind
B2
Abstract

A reminder system is provided. The system provides a user-friendly interface to a user's existing email, and in some embodiments to the user's document management, calendar and other systems, in order to ensure that an appropriate user is notified when action should be taken, and also provides notation to the user indicating the appropriate course of action to be taken. The system provides a calendaring feature where a supervisor or manager can determine the workload of a group of workers for an upcoming time period. The system provides an easily accessible and traceable database of information pertaining to a project checklist, document, a client name, a client matter number, a document type, or other customizable fields in order for a user to search and sort the information for their own use.

Claims (18)

1. A reminder system comprising:

a computer program that includes a connection with a messaging system;

a central database for storing a plurality of reminders, each reminder including reminder information including information relating to said messaging system, said reminder information including status of one or more actions;

wherein a plurality of different system users are connected with said messaging system; wherein one or more actions relating to certain of said reminders are assignable to one or more of said system users; and

wherein said computer program updates said status in said database upon receipt of appropriate input from any system user assigned to an action.

2. The system as claimed in claim 1 wherein said reminder information comprises at least one reminder message for each of said one or more actions that will be transmitted through said messaging system.

3. The system as claimed in claim 1 wherein said reminder information comprises an action to be taken at a certain time regarding a document stored in a document management system.

4. The system as claimed in claim 3 wherein a copy of said document is attached to a reminder message.

5. The system as claimed in claim 3 wherein a reference link to said document is attached to a reminder message.

6. The system as claimed in claim 2 wherein said reminder information includes a selectable time and date for sending said reminder message.

7. The system as claimed in claim 2 wherein said reminder information includes a plurality of options to include information with said reminder message.

8. The system as claimed in claim 7 wherein one said option includes the ability to attach a checklist to said reminder message.

9. The system as claimed in claim 7 wherein one said option includes the ability to attach at least one form document to said reminder message.

10. The system as claimed in claim 2 further comprising a calendar displaying said reminder information.

11. The system as claimed in claim 10 wherein said calendar includes said reminder information for multiple users simultaneously for a specified time.

12. The system as claimed in claim 11 wherein said calendar includes an active link to view a reminder message in its entirety.

13. The system as claimed in claim 1 further including a report generator, wherein reminder information is sortable by a plurality of fields.

14. The system as claimed in claim 1 wherein at least one of said plurality of reminders comprises a checklist including a plurality of actions relating to a project.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 16, 2014
From: KARLSON, BRUCE
To: DOCSOF, LLC
Reel/Frame 032687/0914 →
Continuity (3)
Continuation In Part 11671429 · Feb 5, 2007
Provisional Application 60764845 · Feb 4, 2006
Related Publication 20130212197A1 · Aug 15, 2013