Method and system for automated messaging in an online legal workflow tool

摘要

A computer system and computer-implemented method for message or “chaser” management in a distributed legal workflow environment is provided. Embodiments provide central administration of legal workflow conducted by a plurality of distributed participants. A plurality of workflow chasers associated with a plurality of workflow records are created and defined based on a plurality of attributes (e.g. associated record identification, action identification, target user, display date, etc.). New and existing chasers are compared to one another to identify any redundancies (e.g. duplicate chasers, unnecessary chasers, etc.). Redundant chasers are deleted or otherwise de-activated. Remaining chasers are implemented within the distributed legal workflow environment, as appropriate (i.e. displayed to their target user on the associated target display date. Chasers may be created automatically as required for conformance to workflow policies, procedures or applicable laws. Chasers may also be user-defined and modified.

主权项

1. A computer system for chaser management in a distributed legal workflow environment, the computer system providing central administration of legal workflow conducted by a plurality of distributed participants and comprising a computer network including one or more computers operably programmed and configured to
(i) generate a plurality of workflow chasers associated with a plurality of workflow records, wherein each of the chasers includes at least a record, action, target user and display date attribute, and one or more of the chasers include an escalation date and an escalation manager attribute; (ii) compare attributes of the chasers to identify at least one redundant chaser; (iii) remove the at least one redundant chaser leaving remaining chasers; and (iv) implement the remaining chasers in the distributed legal workflow environment by displaying at least one of the remaining chasers to an escalation manager on the escalation date, wherein at least some of the chasers are modified during a single modification transaction.