IP Library Granted Patent US 9,965,747
Granted Patent B2
US 9,965,747 · App. 14/980,520 · Granted May 8, 2018

Case management system

Inventors: Phillip J. Knox (Chicago, IL); Bruce M. Gagala (Downers Grove, IL); John Kilyk, Jr. (Naperville, IL); H. Michael Hartmann (River Forest, IL)
Assignee: Leydig, Voit & Meyer, Ltd.
G06Q10/107G06F17/3089G06Q10/10G06Q50/18
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Quick Facts
Patent No.
US 9,965,747
App. No.
14/980,520
Granted
May 8, 2018
Kind
B2
Abstract

A content management system is disclosed for documents and other content for a system operating in legal environment referred to herein as a case management system. The case management system allows attorneys in a legal environment to efficiently store and manage content for their client and case matters. Furthermore, the system encourages attorneys to collaborate with fellow co-workers, clients, and third parties (e.g. expert witnesses) in a secure and confidential environment. The case management system enables attorneys to maintain case files and associated documents more efficiently and thus allow law films to more productively function as a business that relies heavily upon comprehensive document files.

Claims (72)

1. A distributed system comprising:

a case management system, including a web-based content access user interface, comprising a processor and a non-transitory computer-readable medium including computer executable instructions for configuring the processor to carry out a method including:

providing an electronic user interface that allows system users to remotely access case information via the web-based content access user interface;

implementing a system service including:

a file management system, and

an administration utility that creates content pages by populating templates;

maintaining a database of content accessed by users via the web-based content access user interface;

extracting content from the database to facilitate accessing content through the web-based content access user interface;

receiving an e-mail message from an e-mail program; and

directly transferring, by a client e-mail publisher, the e-mail message to the database of content of the case management system; and

a client e-mail publisher utility configured to be directly accessed, via a user-activated control in an e-mail user interface of the e-mail program, to:

receive identification of the e-mail message selected for publication, and

send the e-mail message to the client e-mail publisher,

wherein the e-mail program and the client e-mail publisher utility are external to the case management system.

2. The system according to claim 1 , wherein the web-based content access user interface is selected from a group consisting of a web, inter-network, intra-network, local area network, wide area network, Internet, browsers, or viewer interfaces.

3. The system according to claim 1 , wherein a website provides access to content from the database accessed through the web-based content access user interface.

4. The system according to claim 1 , wherein a system user enters data to create a content website within the case management system.

5. The system according to claim 1 , wherein the database of content comprises a hierarchical tree structured database.

6. The system according to claim 1 , wherein each template is populated by system user data to create a content website to provide a uniform file storage and file maintenance case management system.

7. The system according to claim 1 , wherein a default template is incorporated into the document management system and facilitates creating content websites.

8. The system according to claim 1 , wherein a custom template is created and incorporated into the document management system to facilitate creating content websites.

9. The system according to claim 1 , wherein the database supports the case management system by storing, updating, and removing content.

10. The system according to claim 1 , wherein the content is stored into data structures within the database to provide uniform file storage and file maintenance in the case management system.

11. The system according to claim 4 , wherein the content website comprises: client information, client case numbers, list of individuals, and a link to access the document extractor.

12. The system according to claim 1 , further comprising a copy reference utility that copies content from one content data structure to another.

13. The system according to claim 1 , wherein the extracting enables a user to transmit documents through the interface, the system further comprising:

a software component that accesses content from a case management system hierarchical tree storage structured database;

a software component that stores content in a fiat file storage structured database; and

a software component that allows a system user to transmit content over a network through a user interface.

14. The system according to claim 1 , wherein the client e-mail publisher utility supports selecting one or more e-mails to be copied and published as content into a data structure of the system database.

15. A method, performed in a distributed system including a case management system comprising a web-based content access user interface and a client e-mail publisher utility configured to be directly accessed via a user-activated control in an e-mail user interface of an e-mail program, the method including:

providing, by the case management system, an electronic user interface that allows system users to remotely access case information via the web-based content access user interface;

implementing, by the case management system, a system service including:

a file management system, and

an administration utility that creates content pages by populating templates;

maintaining, by the case management system, a database of content accessed by users via the web-based content access user interface;

extracting, by the case management system, content from the database to facilitate accessing content through the web-based content access user interface;

receiving an e-mail message from an e-mail program;

directly transferring, by a client e-mail publisher of the case management system, the e-mail message to the database of content of the case management system;

receiving, by the client e-mail publisher utility, identification of the e-mail message selected for publication, and

sending, by the client e-mail publisher utility, the e-mail message to the client e-mail publisher,

wherein the e-mail program and the client e-mail publisher utility are external to the case management system.

16. The method according to claim 15 , wherein the maintaining the database of content further comprises:

storing content into data structures to provide uniform file storage and file maintenance in the case management system;

updating case and client content; and

removing case and client content.

17. The method according to claim 15 , wherein the extracting content further comprises:

accessing one or more pieces of content from the case management system database;

copying one or more pieces of content from the case management system database;

storing one or more pieces of content into a flat file database; and

transmitting contents over a network through a user interface.

18. A non-transitory computer-readable medium including computer executable instructions for carrying out a method, performed in a distributed system including a case management system comprising a web-based content access user interface and a client e-mail publisher utility configured to be directly accessed via a user-activated control in an e-mail user interface of an e-mail program, the method including:

providing, by the case management system, an electronic user interface that allows system users to remotely access case information via the web-based content access user interface;

implementing, by the case management system, a system service including:

a file management system, and

an administration utility that creates content pages by populating templates;

maintaining, by the case management system, a database of content accessed by users via the web-based content access user interface;

extracting, by the case management system, content from the database to facilitate accessing content through the web-based content access user interface;

receiving an e-mail message from an e-mail program;

directly transferring, by a client e-mail publisher of the case management system, the e-mail message to the database of content of the case management system;

receiving, by the client e-mail publisher utility, identification of the e-mail message selected for publication, and

sending, by the client e-mail publisher utility, the e-mail message to the client e-mail publisher,

wherein the e-mail program and the client e-mail publisher utility are external to the case management system.

19. The non-transitory computer-readable medium of claim 18 , wherein the maintaining the database of content further comprises:

storing content into data structures to provide uniform file storage and file maintenance in the case management system;

updating case and client content; and

removing case and client content.

20. The non-transitory computer-readable medium of claim 18 , wherein the extracting content further comprises:

accessing one or more pieces of content from the case management system database;

copying one or more pieces of content from the case management system database;

storing one or more pieces of content into a flat file database; and

transmitting contents over a network through a user interface.

Continuity (3)
Continuation 12025583 · Feb 4, 2008
Provisional Application 60887906 · Feb 2, 2007
Related Publication 20160110688A1 · Apr 21, 2016