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.

Abstract: A method includes recording client intakes, the client intakes including information about potential customers; recording a time and date when each intake was initiated by one of the potential customers; recording data about an advertising campaign including a start date and end date of the campaign, cost of the campaign, durations of advertisements in the campaign, name of a broadcast program into which the advertisements are inserted, and times when the program is broadcast; converting the data about advertising campaigns into ad time slot data including a time range in which a broadcast program runs and average number of times the advertisements run during the time range; and selectively generating an output visually indicating cost of advertisements versus time of day, number of intakes versus time of day, and cost of the advertisements versus time of day. Other systems and methods are provided.

Abstract: A system includes an OAI gateway; and a main server coupled to the OAI gateway via the network, and configured to be accessed by client workstations, the main server including: an OAI listener coupled to the OAI gateway; a notification server coupled to the OAI listener; a memory defining a database and coupled to the OAI listener; and an intake application server coupled to the database; the main server being configured to present to a workstation a user-fillable intake form having a plurality of questions, to be filled by an intake clerk, and the main server configured to receive answers to the questions from the workstation, and to present a score total to the workstation indicating the desirability of the potential customer, the score total varying depending on the received answers. Other systems and methods are also provided.

Abstract: A method of evaluating data in a database, the method including causing a workstation to display a graphical user interface which a user can use to create a screening rule by defining at least one screening condition and by entering a score, whether the score is applied to evaluate data in the database if the screening condition is met, whereby no knowledge of a programming language is required to create the screening rule. Other systems and methods are also provided.

Abstract: A method includes providing a server including a memory and a processor coupled to the memory; defining a plurality of databases in the memory, the databases including fields for respective client matters, and the databases including a plurality of notes for respective matters, the notes including text, and the databases including a plurality of buzzwords; associating respective buzzwords with descriptive pages; generating a user interface including a text editing screen area in which a user can type text for a note, the text including a plurality of terms; comparing terms to the buzzwords and, in response to a term matching a buzzword, indicating that the matching term is a buzzword in the user interface; and displaying the descriptive page associated with the typed buzzword in response to the user interacting with the buzzword indicating area of the user interface.

Abstract: A method includes providing a server including a memory and a processor coupled to the memory; defining a plurality of databases in the memory, the databases including fields for respective client matters, and the databases including a plurality of notes for respective matters, the notes including text, and the databases including a plurality of buzzwords; associating respective buzzwords with descriptive pages; generating a user interface including a text editing screen area in which a user can type text for a note, the text including a plurality of terms; comparing terms to the buzzwords and, in response to a term matching a buzzword, indicating that the matching term is a buzzword in the user interface; and displaying the descriptive page associated with the typed buzzword in response to the user interacting with the buzzword indicating area of the user interface.

Abstract: A method of authenticating a user of a multifunction device to a server, the method comprising associating a user-supplied image with user login credentials, using a server; receiving, at the server, an image uploaded from the multifunction device; and comparing the uploaded image to the user-supplied image, using the server, and, only if the uploaded image is identical to the user-supplied image, allowing the user of the multifunction device to authenticate to the server by providing additional login credentials to the server using the multifunction device.