Systems and methods for email attachment routing in a client management system
US10826908B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Jun 12, 2018 |
| Grant date | Nov 3, 2020 |
| Priority date | — |
| Expiry date | Jul 26, 2039 |
Classification
- Technology area (CPC H)Electricity
- CPC primaryH04L51/18
- WIPO fieldDigital communication
- WIPO sectorElectrical engineering
Abstract
A method includes defining a database accessible to a plurality of users having respective user IDs and organized to include information for a plurality of matters and, for each matter, the database include fields configured to store a name of a client, and fields describing the client, a files location associated with the matter, and a notes location associated with the matter, the database further including reports locations associated with respective users; in response to receiving an email having a subject line, body, and attachment: determining whether the email subject line contains a user ID and, in response to the subject line containing a user ID: determining if the email was sent from a preapproved sender and, if not rejecting the email; and detaching the attachment from the email and placing the attachment in the reports location for the user having a user ID matching the user ID in the subject line of the email. Other systems and methods are provided.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.