Legal Service Patents (Class 705/311)
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Patent number: 8272052Abstract: The invention relates to systems and methods for filing and monitoring electronic claim submissions in proceedings involving a large number of claimants, such as securities class action lawsuits, estate dissolutions, arbitrations, and bankruptcies. The systems and methods create an easy-to-use and convenient way for institutions and individual claimants to register their claim relief upon judgment or settlement.Type: GrantFiled: January 15, 2009Date of Patent: September 18, 2012Assignee: The Garden City Group, Inc.Inventors: Neil Lawrence Zola, Shandarese Garr, David Isaac Ganz, Gerard E Hanshe, John Patrick Lennon, II
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Patent number: 8255800Abstract: Computer network systems and related methods enable interactive legal document assembly by one or more persons working independently or collectively. The disclosed system facilitates optional lawyer engagements, attorney representations, review of documents, finalization of documents and nonjudicial dispute resolution in the event of disputes.Type: GrantFiled: December 31, 2009Date of Patent: August 28, 2012Assignee: Rocket Lawyer IncorporatedInventors: Charles Lee Moore, Robert Elhardt
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Publication number: 20120209784Abstract: Included are systems and methods for providing a practice area option. Some embodiments include providing an administrator interface that includes a practice area option to create a custom practice area grouping and providing an intake form option that includes a plurality of information sets. Similarly, some embodiments include providing an option to include the intake form into the custom practice area grouping and in response to receiving an indication to include the intake form into the custom practice area grouping, including the intake form into the custom practice area grouping. At least one embodiment includes providing a user interface for assigning a new client account to the custom practice area grouping and, in response to receiving information for at least one of the plurality of data fields, saving, by a computing device, the new client account.Type: ApplicationFiled: February 10, 2012Publication date: August 16, 2012Applicant: LEXISNEXIS, A DIVISION OF REED ELSEVIER, INC.Inventors: Scott Willette, Jeffrey Harper, Jennie Calavritinos, Audrey Mungal, Christopher Anderson, Michael Homsher, Margaret Yahnker
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Patent number: 8229797Abstract: A system comprises a web server for posting matters of clients for bidding by contingency professionals, e.g., contingency lawyers and/or judgment collectors; a client matter engine for enabling a particular client to post a particular matter and to select a particular contingency professional bidding on the particular matter to handle the particular matter; a professional bidding engine for enabling the particular contingency professional to review at least a portion of the posted matters and to bid on the particular matter; and a bidding exchange engine for enabling the particular client and the particular contingency professional to communicate without exchanging direct contact information.Type: GrantFiled: June 17, 2008Date of Patent: July 24, 2012Inventor: Michele Colucci-Zieger
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Publication number: 20120185401Abstract: A system and method for providing flat/fixed fee legal services. The method comprises, creating a database detailing a plurality of legal services, each legal services associated with at least X. number of service options and/or attributes, and each of the at least X number of service options and/or attributes has a fixed fee (flat rate pricing); interfacing a client with the database such that the client selects a legal service; prompting the client to select service options and/or attributes; and providing a fixed fee based on the selected legal service, options and/or attributes.Type: ApplicationFiled: December 14, 2011Publication date: July 19, 2012Inventor: Randall W. Marusyk
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Patent number: 8209265Abstract: An electronic settlement system for mineral production, distribution, and sales includes a plurality of modules and a processor for using information from those modules to effect a settlement between the parties involved in the production, distribution, and sales of minerals. The modules for information sufficient to perform the settlement includes: payor module, well tax module, mineral owner module, division order module, gathering system and gas plant module, wellhead price module, mineral lease and agreement module, product movement and balancing module, mineral ownership and book entry and netting module.Type: GrantFiled: March 14, 2006Date of Patent: June 26, 2012Assignee: EquityMetrix, LLCInventors: Frank D. Agnew, Thomas J. Agnew
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Publication number: 20120130854Abstract: AskMyEsq is an automated business methodology that eliminates the need for front office and in-person advisory services in firms. AskMyEsq involves customers contacting attorneys directly via E-mail for advisory services, thus eliminating the cumbersome process of contacting the front office of the firm to schedule time to talk with an attorney and make a payment for the services. AskMyEsq helps faster and 24×7 reach out to attorneys. The system will help firms make attorneys accessible to customers at all times in an affordable way by eliminating the overheads of having the traditional front office. In AskMyEsq, attorneys directly receive advisory requests on-line from customers. Upon receipt of the request, attorneys analyze the request, give professional response, specify a fee and optionally reserve a time-slot. Customers will then be able to view the advisory given and/or confirm the time-slot for meeting by paying the designated fee on-line.Type: ApplicationFiled: November 23, 2010Publication date: May 24, 2012Inventors: Samuel Alemu, Praveen Chakravarthy Medikundam
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Patent number: 8165966Abstract: Systems, methods, and software to collect, validate, and disseminate or otherwise use of data of decedents. Some embodiments include receiving and obtaining decedent data from various sources to augment decedent data and making the augmented decedent data available to others.Type: GrantFiled: August 30, 2010Date of Patent: April 24, 2012Assignee: Forte LLCInventor: James A. Balogh
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Publication number: 20120095889Abstract: Disclosed is a system and method for managing, distributing, and serving court-related documents. The system is operated by a host and utilized by a number of different entities that are involved in effecting service of court-related documents such as summonses, subpoenas, complaints, petitions and warrants. By way of the system, these court-related documents can be electronically distributed and ultimately served in an efficient manner. The system also permits the automated invoicing and billing for service related activities. The archiving of data related to effecting service can also be carried out by the present system.Type: ApplicationFiled: October 17, 2010Publication date: April 19, 2012Inventor: Thomas E. Santarlas
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Publication number: 20120095890Abstract: Disclosed is a system and method for managing, distributing, and serving court-related documents. The system is operated by a host and utilized by a number of different entities that are involved in effecting service of court-related documents such as summonses, subpoenas, complaints, petitions and warrants. By way of the system, these court-related documents can be electronically distributed and ultimately served in an efficient manner. The system also permits the automated invoicing and billing for service related activities. The archiving of data related to effecting service can also be carried out by the present system. In still yet another embodiment, the system can automatically send emails including a status of service report, an affidavit of service and/or a proof of service as an attachment.Type: ApplicationFiled: February 17, 2011Publication date: April 19, 2012Inventor: Thomas E. Santarlas
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Patent number: 8156011Abstract: A cenotaph memorial facility comprising a plurality of walls containing crypts is dedicated to an honoree who is not interred within the facility. The facility may comprise a large external memorial structure to protect the walls and individual crypts. The cenotaph memorial facility includes a plurality of video cameras to permit remote viewing of various portions of the facility. The video cameras are controlled by a computer system that allows remote access via a network, such as the internet. An individual enters authorization data and, upon authorization, can remotely view one or more portions of the facility. An on-line auction processor can automatically conduct auctions of selected articles using a timed auction over a prolonged bidding period or a real-time auction. In another aspect, a virtual reality (VR) image capture system captures images that may be remotely viewed using VR technology. This may include 3-D imaging, holographic imaging, or the like.Type: GrantFiled: December 24, 2009Date of Patent: April 10, 2012Assignee: Legend Memorial Cenotaphs, Inc.Inventors: Cameron Adair, Thomas T. Prousalis
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Publication number: 20120066136Abstract: The present disclosure describes various embodiments of budgeting systems and methods for providing a computer-implemented budgeting output relating to projected royalty payments due under contracts between a media system operator and content owners. The embodiments include one or more royalty calculation rules modules (RCRMs), each RCRM including predetermined rules for determining royalty payments. An RCRM user interface configured accepts entry of inputs related to contract data and the predetermined rules. The RCRMs are capable of associating input data and predetermined rules with contracts or content owners and storing the associated data and rules. One or more user interfaces can receive and process inputs related to one or more of budgeting periods, media content, content providers, or subscribers. Further, the embodiments include a database for storing data including the RCRMs in association with data corresponding to a predetermined budgeting period.Type: ApplicationFiled: September 14, 2010Publication date: March 15, 2012Applicant: ARGO SYSTEMS, INC.Inventor: Douglas C. Calahan
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Publication number: 20120059765Abstract: The present invention “Web-based Immigration Case Creation System” pertains to the web-based method of creating and assigning a case to immigration attorneys. Following Clients' request, the invention assigns individual log-in IDs and passwords to the customer portal enabling clients to log-into their individual account and space. Once in their account in the customer portal, clients can create cases in just few clicks and get an instant e-mail confirmation with a case petition number. The invention also continues to benefit clients, their beneficiaries, and attorneys servicing as a one medium of communication through which various supporting documents are uploaded, comments and instructions are given to each case created using the web-based case creation system.Type: ApplicationFiled: September 3, 2010Publication date: March 8, 2012Inventors: Samuel Alemu, Praveen Chakravarthy Medikundam
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Patent number: 8126818Abstract: The present inventors devised unique systems, methods, interfaces, and software for managing and leveraging knowledge in law firms and potentially other enterprises. For example, one system provides a single user interface for researching case law for online legal research service and identifying and accessing law-firm documents.Type: GrantFiled: December 30, 2003Date of Patent: February 28, 2012Assignee: West Publishing CompanyInventors: Forrest Rhoads, Trace Liggett
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Publication number: 20120046964Abstract: A method of doing business is practiced by a group of independent professionals to meet the varied but related needs of an individual. The method uses a centralized computer system to coordinate professional services to an individual. Professional entities, such as attorneys, physicians, pharmacists, realtors, architects, financial institutions and advisors, insurance agents, bondsman, psychologists, enter into a coalition agreement. The coalition agreement defines a standard infrastructure comprising documentation, modes of communication, and administrative case management, all of which are operable and accessible through the centralized computer system. The professional entities form facilitator groups directed to particular multi-disciplinary problems, which individuals face. The standard infrastructure coordinates the activities of the professional entities.Type: ApplicationFiled: September 5, 2011Publication date: February 23, 2012Inventor: Angelo A. Papa
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Publication number: 20120036077Abstract: A system is provided that has a filing manager for managing the filing of legal documents in a plurality of offices. The filing manager communicates with a client, and service providers including a drafting law firm, a translation partner, filing agents and designated prosecution agents. The filing manager includes a database for storing data relevant to the filing of a legal document. The filing manager also includes process circuitry configured to compute and execute a routine to manage the filing of legal documents.Type: ApplicationFiled: April 21, 2010Publication date: February 9, 2012Inventor: Thomas F. Quinn, JR.
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Publication number: 20120011076Abstract: The present invention is related to a smartphone-implemented method of obtaining fishing or hunting license, comprising the steps of: a) Establishing online communication between a smartphone and a fishing and hunting license server; b) downloading a fishing and hunting license application to the smartphone; c) selecting the state and county in which the fishing or hunting activity will be performed; d) selecting the animal right the fisherman or hunter is planning to catch or hunt; e) reading and accepting the animal information, including slot, bag and harvest season limits and regulations; f) selecting the type of license needed for performing the fishing or hunting activity; g) inserting the fisherman's or hunter's personal information; h) paying the license fees; i) validating the user data and the payment information data; j) issuing and sending the license certificate from the fishing and hunting license server; k) storing the license certificate in the smartphone memory.Type: ApplicationFiled: July 27, 2010Publication date: January 12, 2012Inventor: Jonathan A. Crissy
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Publication number: 20110320370Abstract: The embodiments of the present invention provide novel systems and methods for providing on call real-time remote legal services by utilizing wireless audio and video components that also allow for two-way communication. The embodiments enable an individual to have access to legal representation and consult with legal counsel at the time an incident occurs.Type: ApplicationFiled: June 22, 2011Publication date: December 29, 2011Inventors: Alex Eduardo Henry, JR., Calvin Spencer Weathington
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Patent number: 8032533Abstract: With conventional print and electronic tools, researching statutory material is difficult and time-consuming. So, to facilitate this type of research, the present inventors devised systems, methods, and software that promise to improve the ability of researchers to find, verify, read, and/or interpret statutory information. One exemplary system provides options for users to access statutory information by citation, by table of contents, by index, and/or by popular name; presents specific statutory information in combination with visual indicators, such as red or yellow flags, that indicate the validity or status of the information; and provides requested statutory information in context of links to related information, such as tables of contents, other versions of a statute, case law, scholarly materials, legislative history, cross-referenced statutes, and administrative-law materials.Type: GrantFiled: January 17, 2006Date of Patent: October 4, 2011Assignee: Thomson Reuters Global ResourcesInventors: David Howard Spencer, Darla Renae Agard
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Publication number: 20110178936Abstract: An electronic judicial system (100) adapted to carry out proceedings of a court, said electronic justice system comprising: an enactments' databasera precedents' database, a suit/case generating means, a pleading forming tool, a search engine, a court fee tool, an uploading tool, an analyzer means, an issue framing means, a behavioural analysis unit, an interfacing means, a case file means, an amendment tool, a judicial centre, and a judicial panel.Type: ApplicationFiled: July 20, 2009Publication date: July 21, 2011Inventor: Dewan Mohan
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Patent number: 7983928Abstract: A facility has been developed whereby an applicant (or his representative) may file corresponding applications in multiple jurisdictions using multiple associates while automating the preparation of filings in accordance with jurisdiction- and/or associate-specific requirements and/or procedures. An intellectual property filing portal or hub is employed, which in some realizations is hosted on public, packet switched data network and communicates with both applicants (or representatives) and associates. The intellectual property filing portal facilitates selection, by applicants (or representatives) of particular jurisdictions and associates based at least in part on fee quotations in accordance with particulars of an intellectual property filing and in accordance with fee structures of the particular jurisdictions and foreign associates.Type: GrantFiled: June 23, 2009Date of Patent: July 19, 2011Inventor: Eugene M. Lee
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Patent number: 7966192Abstract: One embodiment of the invention allows a merchant to obtain a request sent by an investigator for supporting documentation or information and reply with a scanned document in reply to the investigator's request. The investigator can then process the scanned document and/or merchant response and quickly and efficiently resolve a disputed payment transaction.Type: GrantFiled: August 8, 2002Date of Patent: June 21, 2011Assignee: First Data CorporationInventors: Danial Pagliari, Carol York, Daniel Salvatore, Kelley Everetts
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Patent number: 7958085Abstract: Embodiments of methods, apparatuses, systems and/or devices for managing content are disclosed. Briefly, in accordance with one particular embodiment, managing content includes presenting one or more references to one or more digital media assets. A request to reserve one or more of the referenced digital media assets is received, and the references to one or more digital media assets are updated such that the references include data indicating that one or more of the referenced digital media assets have been reserved.Type: GrantFiled: March 7, 2005Date of Patent: June 7, 2011Assignee: Adobe Systems IncorporatedInventors: James Alexander, Mark Richards
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Publication number: 20110125656Abstract: A method for serving legal process includes steps of creating, within a web application, a job describing service of papers to an individual, transmitting the job to a mobile device, displaying, on the mobile device, instructions for completing the job, capturing, using the mobile device, evidence of at least one of the instructions being performed, transmitting the evidence from the mobile device to the web application, and verifying, within the web application, that the job has been completed.Type: ApplicationFiled: November 22, 2010Publication date: May 26, 2011Inventor: Michael Kingery
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Publication number: 20110119197Abstract: An automated system for providing legal matter updates can include a legal matter management application and a legal matter update service application. The legal matter management application can run on a mobile device and can be configured to organize legal matter data pertaining to legal proceedings. The legal matter update service application can be configured to identify and convey legal matter update messages about the legal proceedings from a legal business computing system to the legal matter management application. The legal matter update message can include one or more elements of legal matter data. A method for potential clients and existing clients to communicate directly with a specific legal counsel can include a legal matter management application. The legal matter management application can be configured to provide specific information pertaining to that legal counsel, such as prior verdicts/settlements, legal advice, background information, and a contact element.Type: ApplicationFiled: November 18, 2009Publication date: May 19, 2011Inventor: JASON TURCHIN
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Publication number: 20110119198Abstract: A tool which provides counsel with a data collection mechanism to guide them through various steps in the litigation process and directs counsel and/or legal assistants to determine what information is required. The tool provides a “Discovery Generator” that is available to capture counsel's potential discovery requests, which are linked to existing document and form production tools for facilitated production of discovery. The tool informs the user of the percentage of progress of the required information that has been entered. The tool provides an analytical framework that captures the judgment of seasoned practitioners to provide a comprehensive analysis of the legal, factual, and business aspects of the lawsuit. The tool provides methodologies that quantify subjective analyses through the use of weighted measuring schemes. The tool provides a decision tree structure underlying the various steps of the methodology activated by user's answers to queries to aid in the capture and analysis of information.Type: ApplicationFiled: January 26, 2011Publication date: May 19, 2011Inventors: Gardner G. Courson, Vincent J. Miraglia, Blane A. Erwin, Patrick T. O'Donnell
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Patent number: 7941412Abstract: The invention concerns the presentation of evidentiary information on computer generated interfaces within secure user groups. For example presenting evidence a courtroom to the judge, witness and legal representatives of the plaintiff and defendant simultaneously on computer display screens. All presenting of evidence is done using a website interface where each user logs in and their log in provides them with functionalities that reflect their role in the legal proceedings. The invention makes presenting evidence easier by allowing evidence to be ordered, facilitating private data, being able to hold on to evidence or to cause evidence to be presented to a particular user or team of users. Aspects of the invention include a set of interfaces, computer systems, methods and application software.Type: GrantFiled: October 16, 2007Date of Patent: May 10, 2011Inventors: Monica Mary Dunne, Ian Chivers
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Publication number: 20110106716Abstract: A method for preparing a presentation connects a plurality of geographically dispersed contributors to a controller through a network to collaborate to prepare the presentation, allows the contributors to propose contributions to the presentation residing on storage devices under the control of the contributors, makes the proposed contributions available for viewing and comment by all contributors, allows the controller to select one or more of the proposed contributions, and provides the controller access through the network to the storage devices to retrieve the selected contributions for inclusion into the presentation.Type: ApplicationFiled: November 4, 2010Publication date: May 5, 2011Inventor: Nicholas T. Hariton
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Publication number: 20110099116Abstract: Methods and systems are described for managing and processing data exchanges between a plurality of entities, wherein at least one of the entities is a doctor. Information is received from a prospective patient via a first terminal. One or more entities are selected to service the prospective patient, and data is exchanged, optionally in substantially real time between some or all of the entities via one or more computer systems.Type: ApplicationFiled: September 17, 2010Publication date: April 28, 2011Applicant: MEDLEGAL NETWORK, INC.Inventor: Gershon Gabel
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Publication number: 20110071856Abstract: According to some embodiments, for each of a plurality of insurance claims, an insurance claim file is established and associated with: (i) a litigation matter, (ii) a remote legal representative, and (iii) a remote claim adjuster. Hours associated with the remote legal representative may be tracked and allocated to insurance claim files as appropriate. Legal events associated with the litigation matter may also be tracked, wherein at least some of the legal events are associated with a stored document accessible to the legal representative and not accessible to the claim adjuster. A first legal event associated with a first insurance claim file may be evaluated based on a pre-determined rule, and, responsive to the evaluation, an alert may be transmitted to the remote claim adjuster associated with the first insurance claim file.Type: ApplicationFiled: September 23, 2009Publication date: March 24, 2011Inventors: Mary B. Nasenbenny, Willis Duane Schmidt, JR., Larry Allen Wallace, JR.
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Publication number: 20110066560Abstract: A system and method of providing secure access to a plurality of law related services is provided. The litigation management component can provide secure access to a plurality of law related services. Services securely accessed by the litigation management component can be based, at least in part, upon a subscription level, a client identifier, a user identifier and/or a group identifier.Type: ApplicationFiled: November 23, 2010Publication date: March 17, 2011Applicant: Jurlnnov Ltd.Inventors: Timothy M. Opsitnick, Michael J. Fox, Gregory M. Cancilla
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Patent number: 7890435Abstract: Systems and method to identify and locate probate estates of client debtors. One embodiment includes receiving a client file, wherein the file includes a record of individual client debtors and determining if a date of death is available for each of the individual client debtors. Some such embodiments further include identifying one or more courts in which to search for a probate estate for each of the individual client debtors and searching for a probate estate in each identified court for each respective client debtor. In some embodiments, if a probate estate is not identified for a client debtor, the client debtor is placed in a queue, and the search is performed on a recurring or periodic basis until the probate estate is located or a certain period of time has passed.Type: GrantFiled: August 27, 2010Date of Patent: February 15, 2011Assignee: Forte, LLCInventor: James A. Balogh
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Publication number: 20110015956Abstract: Proposed revisions to a contract can be selectively merged with provisions included in a base version of a contract to generate a merged contract. To determine whether a particular provision in the merged contract should be selected from the base contract or the proposed revision to the contract, a check can be made to determine if an event affecting a provision in the base contract has occurred. If such an event has occurred, the contract provision from the base contract can be chosen for the merged contract. Otherwise, a provision from the proposed revision to the contract can be used in the merged contract. A graphical user interface (GUI) can be used to present various contract versions.Type: ApplicationFiled: July 14, 2009Publication date: January 20, 2011Applicant: CLEAR CHANNEL MANAGEMENT SERVICES, INC.Inventors: Ian Curd, André Veringa
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Patent number: 7865450Abstract: A system and method of providing secure access to a plurality of law related services is provided. The litigation management component can provide secure access to a plurality of law related services. Services securely accessed by the litigation management component can be based, at least in part, upon a subscription level, a client identifier, a user identifier and/or a group identifier.Type: GrantFiled: January 16, 2003Date of Patent: January 4, 2011Assignee: JurInnov Ltd.Inventors: Timothy M. Opsitnick, Michael J. Fox, Gregory M. Cancilla
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Patent number: 7860869Abstract: A system for the entry of legal notes, wherein the legal notes, after submission, are stored is non-editable form and are locked in a database for historical archival. In one scenario, the entered legal notes are editable and can be deleted for a pre-set time period, wherein, after the expiration of the pre-set time period, the entered legal notes are stored is non-editable form and are locked in a database for historical archival. Filters can be used to categorize and render the stored legal notes based on a set of categories.Type: GrantFiled: January 28, 2010Date of Patent: December 28, 2010Assignee: Guard Insurance GroupInventors: Carl J. Witkowski, John H. Richardson
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Patent number: 7860868Abstract: A system for the entry of medical notes, wherein the medical notes, after submission, are stored is non-editable form and are locked in a database for historical archival. In one scenario, the entered medical notes are editable and can be deleted for a pre-set time period, wherein, after the expiration of the pre-set time period, the entered medical notes are stored is non-editable form and are locked in a database for historical archival. Filters can be used to categorize and render the stored medical notes based on a set of categories.Type: GrantFiled: January 28, 2010Date of Patent: December 28, 2010Assignee: Guard Insurance GroupInventors: Carl J. Witkowski, John H. Richardson
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Patent number: 7860880Abstract: A system and method are disclosed for providing instant access to notices for any notice-triggering event which may occur on a specific construction project. More specifically, the present invention is essentially a system and method for managing problems and risks associated with a wide range of construction projects using a project-specific software, system, method and process, usually accompanied by “hard copy” printouts of the relevant notices, forms and letters and the specific contract provisions that require a specific notice to be given by the construction company. In one embodiment, a customized CD-ROM package of notice documents that fully comply with a particular contract is prepared, which software package is then utilized to bring up appropriate notice document on a computer screen, which notice document is then completed by a user by inserting relevant information in open fields of the draft notice document.Type: GrantFiled: March 1, 2005Date of Patent: December 28, 2010Assignee: Peckar & Abramson, A Professional CorporationInventor: Robert A. Drucker
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Publication number: 20100325055Abstract: Systems and method to identify and locate probate estates of client debtors. One embodiment includes receiving a client file, wherein the file includes a record of individual client debtors and determining if a date of death is available for each of the individual client debtors. Some such embodiments further include identifying one or more courts in which to search for a probate estate for each of the individual client debtors and searching for a probate estate in each identified court for each respective client debtor. In some embodiments, if a probate estate is not identified for a client debtor, the client debtor is placed in a queue, and the search is performed on a recurring or periodic basis until the probate estate is located or a certain period of time has passed.Type: ApplicationFiled: August 27, 2010Publication date: December 23, 2010Applicant: FORTE LLCInventor: James A. Balogh
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Publication number: 20100250455Abstract: Embodiments of the invention relate to systems, methods, and computer program products determining suggestive potential custodians in an electronic discovery system. The determination is based on a comparison of data, such as personnel data or like, associated with individuals already added to the case and all other individuals in the enterprise, who form the group of potential custodians. In addition, the comparison of data occurs over the specified timeframe defined by the case to insure that the suggested potential custodians are within the confines to the timeframe of the case. Additional embodiments of the invention provide for determining preservation notice recipients based on a comparison of data, such as personnel data or the like, associated with individuals that have already been identified to receive the preservation notice and other custodians and/or potential custodians.Type: ApplicationFiled: March 24, 2010Publication date: September 30, 2010Applicant: BANK OF AMERICA CORPORATIONInventors: Phillip L. Richards, David M. Andersen, Eric B. Hobart, Emerson D. Miller, Michael J. Mayer, Brian L. Toomey
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Publication number: 20100250456Abstract: Embodiments of the invention relate to systems, methods, and computer program products determining suggestive preservation notice or survey recipients in an electronic discovery system. The determination is based on a comparison of data, such as personnel data or like, associated with individuals previously identified as preservation notice or survey recipients and individuals currently added to the case, referred to as potential custodians. Additional embodiments of the invention provide for determining preservation notice recipients based additionally upon previous preservation notice and/or survey history of the potential custodians.Type: ApplicationFiled: March 24, 2010Publication date: September 30, 2010Applicant: BANK OF AMERICA CORPORATIONInventors: Brian L. Toomey, Eric B. Hobart, Michael J. Mayer, John N. Whalen, JR.
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Patent number: 7801832Abstract: Systems and method to identify and locate probate estates of client debtors. One embodiment includes receiving a client file, wherein the file includes a record of individual client debtors and determining if a date of death is available for each of the individual client debtors. Some such embodiments further include identifying one or more courts in which to search for a probate estate for each of the individual client debtors and searching for a probate estate in each identified court for each respective client debtor. In some embodiments, if a probate estate is not identified for a client debtor, the client debtor is placed in a queue, and the search is performed on a recurring or periodic basis until the probate estate is located or a certain period of time has passed.Type: GrantFiled: December 29, 2005Date of Patent: September 21, 2010Assignee: Forte, LLCInventor: James A. Balogh
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Patent number: 7801831Abstract: Systems, methods, and software to collect, validate, and disseminate or otherwise use of data of decedents. Some embodiments include receiving and obtaining decedent data from various sources to augment decedent data and making the augmented decedent data available to others.Type: GrantFiled: December 29, 2005Date of Patent: September 21, 2010Assignee: Forte, LLCInventor: James A. Balogh
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Publication number: 20100217717Abstract: Evidence relevant to a set of statements can be organized and presented to a user using a suitably programmed computer system. The computer system accepts as input from the user a set of statements, a set of argument tags associated with each statement, a set of evidence items, and a set of argument tags associated with each evidence item. The computer then collects, for each statement, the group containing any evidence item that is relevant to the statement, where relevance is indicated by at least one argument tag shared between the argument tags associated with the statement and the argument tags associated with the evidence item. The computer then presents the set of statements and, for each statement, the evidence items relevant to the statement.Type: ApplicationFiled: February 16, 2010Publication date: August 26, 2010Applicant: DEVONWOOD LOGISTICS, INC.Inventor: Walter Overby
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Publication number: 20100191660Abstract: Systems and methods for managing bankruptcy cases may comprise a computer system comprising a medium storing instructions for managing a bankruptcy case. The computer system may include an interface for a user to access at least one computer program for managing the bankruptcy case and a database to electronically store bankruptcy case data.Type: ApplicationFiled: October 22, 2009Publication date: July 29, 2010Inventors: Edward M. Burr, Michael Yoder, Victor Bello
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Publication number: 20100138352Abstract: A system and method are disclosed to resolve, protect against and/or defend an employer liability claim. Input notes are received as formatted text and are stored in a database, wherein the stored text, after submission, are editable for a pre-determined time period and, after expiration of the pre-determined time period, the submission being non-editable and being locked in the database for historical archival. The locked notes are output as part of a judicial proceeding associated with the employer liability claim initiated by said employee, wherein the employer liability claim is resolved, protected against and/or defended based on the locked notes.Type: ApplicationFiled: February 4, 2010Publication date: June 3, 2010Applicant: Guard Insurance GroupInventors: Carl J. Witkowski, John H. Richardson
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Publication number: 20100063925Abstract: A method and system for rendering certain types of legal services, by licensed and practicing lawyers, to clients and potential clients of a law firm. The method and system comprises certain client-software components and server computers which facilitate the acquisition of information entered by the client and specific legal service requests and server-software components which receive, process and store the client's information performing in whole or in part various legal services.Type: ApplicationFiled: October 13, 2009Publication date: March 11, 2010Applicant: LEGAL ACCESS PLANS, INC.Inventor: Robert L. Heston, JR.