IP Library Granted Patent US 9,582,575
Granted Patent B2
US 9,582,575 · App. 13/104,154 · Granted Feb 28, 2017

Systems and methods for linking items to a matter

Inventors: Andrew Freisthler (Panama City Beach, FL); Martin R. Kilmer (Waynesboro, VA); Mark David Wasson (Seattle, WA); E. Scott Wetzel (Seattle, WA)
Assignee: LexisNexis, a division of Reed Elsevier Inc.
G06F17/30728G06F17/30014
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Quick Facts
Patent No.
US 9,582,575
App. No.
13/104,154
Granted
Feb 28, 2017
Kind
B2
Abstract

Disclosed herein are systems and methods for linking items into common matters. Some embodiments of the systems and/or methods may retrieve an electronic document from a source, determine whether the electronic document is associated with a predetermined first matter, and in response to determining that the electronic document is associated with the predetermined first matter, link the electronic document to the predetermined first matter. Similarly, in some embodiments, the systems and methods may further create a second matter and may link the electronic document to the second matter, such that accessing the electronic document can provide other documents linked to the second matter, receive a request for the electronic document, and in response to receiving the request for the electronic document, provide a user option to provide access to the other documents linked to the predetermined first matter.

Claims (43)

1. A method for linking items into a matter comprising:

retrieving an electronic document from a source;

determining whether the electronic document is associated with a predetermined matter;

in response to determining that the electronic document is associated with the predetermined matter, linking the electronic document to the predetermined matter, such that accessing the electronic document will provide access to other documents linked to the predetermined matter;

in response to determining that the electronic document is not associated with the predetermined first matter, create a second matter and link the electronic document to the second matter, such that accessing the electronic document will provide other documents linked to the second matter;

receiving a request for the electronic document; and

in response to receiving the request for the electronic document, providing a user option to provide access to the other documents linked to the predetermined matter.

2. The method of claim 1 , further comprising:

determining an identifier of the electronic document; and

normalizing the identifier to a predetermined format.

3. The method of claim 2 , further comprising creating at least one hash pair from the identifier.

4. The method of claim 1 , further comprising providing the electronic document in a user interface.

5. The method of claim 1 , further comprising determining the source from which to retrieve the electronic document, the source being determined from a plurality of sources, wherein retrieving the electronic document includes requesting content, based on the source that was determined.

6. The method of claim 1 , wherein the electronic document comprises an identifier, wherein determining whether the electronic document is associated with the predetermined matter comprises normalizing the identifier and normalizing a field within the identifier.

7. The method of claim 1 , wherein determining whether the electronic document is associated with a predetermined first matter includes analyzing at least one of the following: a docket number on the electronic document and a compilation of data retrieved from the electronic document.

8. A system for linking items into a matter comprising:

a computing device that comprises a memory component that stores at least the following:

content master that causes the computing device to retrieve an electronic document from a source;

a linking component that causes the computing device to perform at least the following:

determine whether the electronic document is associated with a predetermined first matter;

in response to determining that the electronic document is associated with the predetermined first matter, link the electronic document to the predetermined first matter, such that accessing the electronic document will provide access to other documents linked to the predetermined first matter; and

in response to determining that the electronic document is not associated with the predetermined first matter, create a second matter and link the electronic document to the second matter, such that accessing the electronic document will provide other documents linked to the second matter; and

search logic that causes the computing device to receive a request for the electronic document and, in response to receiving the request for the electronic document, provide a user option to provide access to the other documents linked to the predetermined first matter.

9. The system of claim 8 , wherein the computing device further stores a data acquisition component that causes the computing device to determine an identifier of the electronic document and normalize the identifier to a predetermined format.

10. The system of claim 9 , wherein the linking component further causes the computing device to create at least one hash pair from the identifier.

11. The system of claim 8 , wherein the computing device further stores a web application that causes the computing device to provide the electronic document in a user interface.

12. The system of claim 8 , wherein the computing device further stores a data acquisition component that causes the computing device to determine the source from which to retrieve the electronic document, the source being determined from a plurality of sources, wherein retrieving the electronic document includes requesting content, based on the source that was determined.

13. The system of claim 8 , wherein the electronic document comprises an identifier and wherein determining whether the electronic document is associated with the predetermined first matter comprises normalizing the identifier and normalizing a field within the identifier.

14. The system of claim 8 , wherein the computing device further stores a post-linking component that causes the computing device to update a storage manager to reflect changes in the predetermined first matter and the second matter.

15. A non-transitory computer-readable medium for linking items into a matter that stores a program that, when executed by a computing device, causes the computing device to perform at least the following:

retrieve an electronic document from a source;

determine whether the electronic document is associated with a predetermined first matter;

in response to determining that the electronic document is associated with the predetermined first matter, link the electronic document to the predetermined first matter, such that accessing the electronic document will provide access to other documents linked to the predetermined first matter;

in response to determining that the electronic document is not associated with the predetermined first matter, create a second matter and linking the electronic document to the second matter, such that accessing the electronic document will provide other documents linked to the second matter;

receive a request for the electronic document; and

in response to receiving the request for the electronic document, provide a user option to provide access to the other documents linked to the predetermined first matter.

16. The non-transitory computer-readable medium of claim 15 , wherein the program further causes the computing device to perform at least the following:

determine an identifier of the electronic document; and

normalize the identifier to a predetermined format.

17. The non-transitory computer-readable medium of claim 16 , wherein the program further causes the computing device to create at least one hash pair from the identifier.

18. The non-transitory computer-readable medium of claim 15 , wherein the program further causes the computing device to provide the electronic document in a user interface.

19. The non-transitory computer-readable medium of claim 15 , wherein the program further causes the computing device to determine the source from which to retrieve the electronic document, the source being determined from a plurality of sources, wherein retrieving the electronic document includes requesting content, based on the source that was determined.

20. The non-transitory computer-readable medium of claim 15 , wherein the electronic document comprises an identifier, wherein determining whether the electronic document is associated with the predetermined first matter comprises normalizing the identifier and normalizing a field within the identifier.

Assignments (2)
CHANGE OF NAME Recorded Dec 3, 2019
From: LEXISNEXIS; REED ELSEVIER INC.
To: RELX INC.
Reel/Frame 051198/0325 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 10, 2011
From: FREISTHLER, ANDREW; KILMER, MARTIN R.; WASSON, MARK DAVID; WETZEL, E. SCOTT
To: LEXISNEXIS, A DIVISION OF REED ELSEVIER INC.
Reel/Frame 026250/0929 →
Continuity (2)
Provisional Application 61363027 · Jul 9, 2010
Related Publication 20120011427A1 · Jan 12, 2012