Systems and methods for email attachment routing in a client management system
US11271942B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Sep 25, 2020 |
| Grant date | Mar 8, 2022 |
| Priority date | — |
| Expiry date | Oct 13, 2040 |
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, respective matters having case numbers, 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 case number matching a case number in the database and, if so: detaching the attachment from the email and placing the attachment in the files location associated with the matter matching the case number. Other systems and methods are provided.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.