U.S. patent application number 13/365628 was filed with the patent office on 2012-08-02 for litigation management system and method.
This patent application is currently assigned to MERCHANT & GOULD, P.C.. Invention is credited to Robert Joseph Glance, Kimberly Ann Newell.
Application Number | 20120198320 13/365628 |
Document ID | / |
Family ID | 22976980 |
Filed Date | 2012-08-02 |
United States Patent
Application |
20120198320 |
Kind Code |
A1 |
Newell; Kimberly Ann ; et
al. |
August 2, 2012 |
LITIGATION MANAGEMENT SYSTEM AND METHOD
Abstract
A computer-based user interface for accessing litigation
information associated with at least one litigation case includes a
home page. The home page includes a first plurality of
user-selectable hyperlinks. Each hyperlink in the first plurality
of hyperlinks identifies a category of litigation information. The
interface also includes a plurality of web pages. Each web page is
associated with one of the hyperlinks in the first plurality of
hyperlinks. Each web page provides litigation information related
to the category identified by the hyperlink associated with the web
page. Each web page is displayed in response to selection of the
hyperlink associated with the web page.
Inventors: |
Newell; Kimberly Ann; (Coon
Rapids, MN) ; Glance; Robert Joseph; (Minneapolis,
MN) |
Assignee: |
MERCHANT & GOULD, P.C.
Minneapolis
MN
|
Family ID: |
22976980 |
Appl. No.: |
13/365628 |
Filed: |
February 3, 2012 |
Related U.S. Patent Documents
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Application
Number |
Filing Date |
Patent Number |
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11691098 |
Mar 26, 2007 |
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13365628 |
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10028060 |
Dec 21, 2001 |
7197716 |
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11691098 |
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60257607 |
Dec 22, 2000 |
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Current U.S.
Class: |
715/205 |
Current CPC
Class: |
G06F 16/954
20190101 |
Class at
Publication: |
715/205 |
International
Class: |
G06F 17/00 20060101
G06F017/00 |
Claims
1. A computer-based user interface for accessing information, the
user interface comprising: a home page including a first plurality
of user-selectable hyperlinks, each hyperlink in the first
plurality of hyperlinks identifying a category of information, the
hyperlinks thereby identifying categories of information, wherein
the home page is configured to be displayed by a display device; a
plurality of web pages, each web page associated with one of the
hyperlinks in the first plurality of hyperlinks, each web page
providing information related to the category identified by the
hyperlink associated with the web page, each web page displayed by
the display device in response to selection of the hyperlink
associated with the web page; and wherein the categories of
information include at least one of pleadings information,
discovery information, court orders, and motions.
2. (canceled)
3. The computer-based user interface of claim 1, wherein one of the
categories identified by the hyperlinks is docket information, and
wherein the web page associated with the hyperlink for docket
information includes a plurality of docket entries, each docket
entry including a description of a litigation action and a due date
for the action.
4. The computer-based user interface of claim 3, wherein the web
page associated with the hyperlink for docket information includes
hyperlinks to electronic copies of litigation documents associated
with docket entries.
5. The computer-based user interface of claim 1, wherein one of the
categories identified by the hyperlinks is correspondence
information, and wherein the web page associated with the hyperlink
for correspondence information includes a plurality of
correspondence entries, each correspondence entry including a
description of a correspondence and a date of the
correspondence.
6. The computer-based user interface of claim 5, wherein the web
page associated with the hyperlink for correspondence information
includes hyperlinks to electronic copies of correspondence.
7. The computer-based user interface of claim 1, wherein one of the
categories identified by the hyperlinks is pleadings information,
and wherein the web page associated with the hyperlink for
pleadings information includes a plurality of pleadings entries,
each pleadings entry including a description of a pleading.
8. The computer-based user interface of claim 7, wherein each
pleadings entry further includes a pleadings number, a date, and a
source identifier identifying a source of the described
pleading.
9. The computer-based user interface of claim 8, wherein the web
page associated with the hyperlink for pleadings information
includes hyperlinks to electronic copies of pleadings
documents.
10. (canceled)
11. The computer-based user interface of claim 1, wherein one of
the categories identified by the hyperlinks is patent information,
and wherein the web page associated with the hyperlink for patent
information includes information regarding at least one patent.
12. The computer-based user interface of claim 11, wherein the web
page associated with the hyperlink for patent information includes
a hyperlink to an electronic copy of the at least one patent.
13. The computer-based user interface of claim 11, wherein the web
page associated with the hyperlink for patent information includes
a hyperlink to an electronic copy of a file history of the at least
one patent.
14-20. (canceled)
21. The computer-based user interface of claim 1, wherein one of
the categories identified by the hyperlinks is court orders, and
wherein the web page associated with the hyperlink for court orders
includes a plurality of court order entries, each court order entry
including a description of a court order.
22. The computer-based user interface of claim 21, wherein the
court order entries further include pleadings numbers and dates
associated with the court orders.
23. The computer-based user interface of claim 22, wherein the web
page associated with the hyperlink for court orders includes
hyperlinks to electronic copies of court orders.
24-26. (canceled)
27. The computer-based user interface of claim 1, wherein one of
the categories identified by the hyperlinks is motions, and wherein
the web page associated with the hyperlink for motions includes a
plurality of descriptions of motions and a plurality of hyperlinks
to electronic copies of described motions.
28-61. (canceled)
62. A method of managing litigation information for at least one
lawsuit, the method comprising: storing litigation information for
the at least one lawsuit on a computer network; storing user
interface data on the computer network; generating and displaying a
user interface based on the stored user interface data, the user
interface including a litigation case selection page, the
litigation case selection page including a plurality of links, each
link on the litigation case selection page corresponding to at
least one lawsuit, a plurality of litigation case home pages, each
litigation case home page corresponding to one of the links on the
litigation case selection page and providing a plurality of links
to the litigation information, each of the plurality of links
corresponding to one category of a plurality of categories of
litigation information, at least one of the categories of
litigation information being a subcategory of at least one of the
other categories of litigation information; receiving selection
data provided by a user, the selection data identifying a first
link in the plurality of links; and displaying litigation
information related to the category corresponding to the first
link.
63-79. (canceled)
80. A method of accessing information, the method comprising:
displaying a home page including a first plurality of
user-selectable hyperlinks, the hyperlinks in the first plurality
identifying a plurality of categories of information, wherein the
categories of information include patent information,
correspondence information, and docket information; selecting a
first one of the plurality of hyperlinks; and displaying a web page
associated with the first one of the hyperlinks, the web page
providing information related to a category identified by the first
one of the hyperlinks.
81-83. (canceled)
84. The computer-based user interface of claim 1, wherein one of
the categories identified by the hyperlinks is competitors, and
wherein the web page associated with the hyperlink for competitors
includes information about an entity's competitors.
85. The method of claim 80, wherein the web page associated with
the hyperlink for patent information includes information regarding
at least one patent, and a hyperlink to an electronic copy of the
at least one patent.
86. The method of claim 85, wherein the web page associated with
the hyperlink for patent information includes a hyperlink to an
electronic copy of a file history of the at least one patent.
Description
CROSS REFERENCE TO RELATED APPLICATIONS
[0001] This application is a continuation of U.S. patent
application Ser. No. 11/691,098, filed Mar. 26, 2007, and entitled
LITIGATION MANAGEMENT SYSTEM AND METHOD, which is a continuation of
U.S. patent application Ser. No. 10/028,060, filed Dec. 21, 2001,
and entitled LITIGATION MANAGEMENT SYSTEM AND METHOD, which is a
Non-Provisional Utility patent application and claims the benefit
of the filing date of U.S. Provisional Application Ser. No.
60/257,607, filed Dec. 22, 2000, entitled LITIGATION MANAGEMENT
SYSTEM.
[0002] A portion of the disclosure of this patent document contains
material that is subject to copyright protection. The copyright
owner has no objection to the facsimile reproduction by anyone of
the patent document or the patent disclosure, as it appears in the
Patent and Trademark Office patent file or records, but otherwise
reserves all copyright rights whatsoever.
THE FIELD OF THE INVENTION
[0003] The present invention relates to information management
systems, and more particularly to a system and method for managing
litigation information.
BACKGROUND OF THE INVENTION
[0004] Currently, it is common practice in the field of litigation
to maintain litigation documents, such as pleadings and
correspondence, in folders, books, binders, and other similar
paper-based organizational tools. In large litigations, multiple
binders are used to store each category of litigation documents,
and it becomes difficult and time-consuming to locate particular
documents. There are a few computer-based tools that assist in the
organization and storage of litigation documents, such as "Blaze"
from Summation Legal Technologies, Inc., and "ProLaw" from ProLaw
Software, Inc. Computer-based tools such as these typically store
litigation information in a database that must be queried by a user
to obtain desired information. Queries may identify a date range,
or a document description, or similar identification data, and
often result in the return of multiple "hits". The returned hits
occasionally identify the desired information, but often also
identify a great deal of irrelevant information. A user must
typically enter multiple queries and sort through irrelevant
information before locating the desired information.
[0005] It would be desirable for a litigation management system to
provide an easy-to-use interface that provides a logical
relationship between litigation information, and allows a user to
quickly locate and view desired litigation information.
SUMMARY OF THE INVENTION
[0006] One form of the present invention provides a computer-based
user interface for accessing litigation information associated with
at least one litigation case. A home page includes a first
plurality of user-selectable hyperlinks. Each hyperlink in the
first plurality of hyperlinks identifies a category of litigation
information. The interface also includes a plurality of web pages.
Each web page is associated with one of the hyperlinks in the first
plurality of hyperlinks. Each web page provides litigation
information related to the category identified by the hyperlink
associated with the web page. Each web page is displayed in
response to selection of the hyperlink associated with the web
page.
[0007] In one embodiment, one of the categories identified by the
hyperlinks is contact information, and the web page associated with
the hyperlink for contact information includes contact information
for opposing counsel, the court handling the litigation case, and
clients.
[0008] In one embodiment, one of the categories identified by the
hyperlinks is docket information, and the web page associated with
the hyperlink for docket information includes a plurality of docket
entries. Each docket entry includes a description of a litigation
action and a due date for the action. The web page associated with
the hyperlink for docket information includes hyperlinks to
electronic copies of litigation documents associated with docket
entries.
[0009] In one embodiment, one of the categories identified by the
hyperlinks is correspondence information, and the web page
associated with the hyperlink for correspondence information
includes a plurality of correspondence entries. Each correspondence
entry includes a description of a correspondence and a date of the
correspondence. The web page associated with the hyperlink for
correspondence information includes hyperlinks to electronic copies
of correspondence.
[0010] In one embodiment, one of the categories identified by the
hyperlinks is pleadings information, and the web page associated
with the hyperlink for pleadings information includes a plurality
of pleadings entries. Each pleadings entry including a description
of a pleading. Each pleadings entry further includes a pleadings
number, a date, and a source identifier identifying a source of the
described pleading. The web page associated with the hyperlink for
pleadings information includes hyperlinks to electronic copies of
pleadings documents.
[0011] In one embodiment, one of the categories identified by the
hyperlinks is rules information, and the web page associated with
the hyperlink for rules information includes a plurality of
hyperlinks to legal information sources relevant to the litigation
case.
[0012] In one embodiment, one of the categories identified by the
hyperlinks is patent information, and the web page associated with
the hyperlink for patent information includes information regarding
at least one patent involved in the litigation case. The web page
associated with the hyperlink for patent information includes a
hyperlink to an electronic copy of the at least one patent, and a
hyperlink to an electronic copy of a file history of the at least
one patent.
[0013] In one embodiment, one of the categories identified by the
hyperlinks is discovery information, and the web page associated
with the hyperlink for discovery information includes a plurality
of discovery entries. Each discovery entry includes a description
of a discovery document. The discovery entries further include a
date of service and a due date. The web page associated with the
hyperlink for discovery information includes hyperlinks to
electronic copies of discovery documents. The discovery entries are
grouped into subcategories including plaintiffs discovery,
defendant's discovery, and depositions.
[0014] In one embodiment, one of the categories identified by the
hyperlinks is expert information, and the web page associated with
the hyperlink for expert information includes information regarding
experts used in the litigation case. The web page associated with
the hyperlink for expert information includes a plurality of
hyperlinks to electronic copies of documents related to experts.
The plurality of hyperlinks to electronic copies of documents
related to experts includes hyperlinks to electronic copies of
expert reports and expert depositions.
[0015] In one embodiment, one of the categories identified by the
hyperlinks is court orders, and the web page associated with the
hyperlink for court orders includes a plurality of court order
entries. Each court order entry includes a description of a court
order. The court order entries further include pleadings numbers
and dates associated with the court orders. The web page associated
with the hyperlink for court orders includes hyperlinks to
electronic copies of court orders.
[0016] In one embodiment, one of the categories identified by the
hyperlinks is trial information, and the web page associated with
the hyperlink for trial information includes a plurality of
hyperlinks to electronic copies of documents to be submitted to a
court for trial. The plurality of hyperlinks to electronic copies
of documents to be submitted to a court for trial include
hyperlinks to electronic copies of trial briefs, motions in limine,
jury instructions, witness lists, and exhibit lists. The plurality
of hyperlinks to electronic copies of documents to be submitted to
a court for trial further include hyperlinks to electronic copies
of designations of deposition testimony and offers of
settlement.
[0017] In one embodiment, one of the categories identified by the
hyperlinks is motions, and the web page associated with the
hyperlink for motions includes a plurality of descriptions of
motions and a plurality of hyperlinks to electronic copies of
described motions.
[0018] In one embodiment, one of the categories identified by the
hyperlinks is copy information, and the web page associated with
the hyperlink for copy information allows a user to specify a list
of individuals that are provided a copy of a specified litigation
document. The web page associated with the hyperlink for copy
information allows a user to specify a manner in which the
specified litigation document is provided to each of the
individuals in the specified list.
[0019] In one embodiment, one of the categories identified by the
hyperlinks is client information, and the web page associated with
the hyperlink for client information provides access to case budget
information, conflict information and/or case objective
information. The web page associated with the hyperlink for client
information includes a plurality of hyperlinks to client
information.
[0020] In one embodiment, the user interface includes a search
feature that allows a user to specify a search for litigation
information related to the litigation case.
[0021] In one embodiment, the home page includes a status
information identifier that identifies at least one litigation task
that is due by a specified date. In one embodiment, the status
information identifier is included on each of the plurality of web
pages.
[0022] In one embodiment, each of the plurality of web pages
includes the first plurality of user-selectable hyperlinks.
[0023] In one embodiment, at least one of the plurality of web
pages includes hyperlinks to electronic copies of litigation
documents. The electronic copies of litigation documents include
electronic copies of correspondence and pleadings. In one
embodiment, the electronic copies of litigation documents are
stored on a plurality of computers. In one embodiment, the
plurality of computers include at least one local computer and at
least one remote computer that is located offsite from the at least
one local computer. In one embodiment, the at least one remote
computer includes a first remote computer located offsite from the
at least on local computer in a first location, and a second remote
computer located offsite from the at least one local computer in a
second location.
[0024] In one embodiment, the categories of litigation information
identified by the first plurality of hyperlinks include at least
one subcategory that is logically related to one of the other
categories.
[0025] In one embodiment, the computer-based user interface is
storable on a portable computer-readable medium. In one embodiment,
the computer-based user interface further comprises electronic
copies of litigation documents referenced by the plurality of web
pages.
[0026] In one embodiment, the computer-based user interface is
stored on a CD-ROM.
[0027] In one embodiment, the computer-based user interface is
stored on a corporate intranet.
[0028] In one embodiment, the home page includes a user-selectable
hyperlink for executing an application program. In one embodiment,
the application program is a document management system. In one
embodiment, the document management system is Summation Blaze.
[0029] One form of the present invention provides a litigation
management system for managing and providing access to litigation
information stored on a computer network. The system includes a
server computer coupled to the computer network for storing user
interface information. The user interface information includes a
primary page having a plurality of links to a plurality of
secondary pages. The primary page identifies a plurality of
categories and subcategories of litigation information. Each
subcategory is logically related to at least one of the categories.
The secondary pages provide litigation information related to the
identified categories and subcategories. A client computer coupled
to the computer network displays a user interface based on user
interface information received from the server computer. The client
computer is configured to access the plurality of secondary pages
via the user interface.
[0030] In one embodiment, one of the categories is pleadings
information, and the subcategories include discovery information,
court orders, and motions. The litigation information provided by
the secondary pages related to the subcategories of discovery
information, court orders, and motions is also provided by the
secondary page related to the category of pleadings
information.
[0031] In one embodiment, the plurality of categories and
subcategories include at least a subset of the following: Contact
information, docket information, case information, correspondence
information, pleadings information, legal references information,
discovery information, expert information, orders information,
trial information, motions, and copy information.
[0032] In one embodiment, one of the plurality of categories is
patent information.
[0033] In one embodiment, the primary page includes a status
information identifier that identifies at least one litigation task
that is due by a specified date. In one embodiment, the status
information identifier is included on each of the plurality of
secondary pages.
[0034] In one embodiment, each of the plurality of secondary pages
includes at least a subset of the plurality of links.
[0035] In one embodiment, at least one of the plurality of
secondary pages includes links to electronic copies of litigation
documents. In one embodiment, the electronic copies of litigation
documents are stored on a plurality of computers coupled to the
computer network.
[0036] In one embodiment, the primary page includes a
user-selectable hyperlink for executing an application program. In
one embodiment, the application program is a document management
system. In one embodiment, the document management system is
Summation Blaze.
[0037] Another form of the present invention provides a method of
managing litigation information for at least one lawsuit. The
method includes storing litigation information for the lawsuit on a
computer network. User interface data is stored on the computer
network. A user interface is generated and displayed based on the
stored user interface data. The user interface provides a plurality
of links to the litigation information. Each of the plurality of
links corresponds to one category of a plurality of categories of
litigation information. At least one of the categories of
litigation information is a subcategory of at least one of the
other categories of litigation information. Selection data provided
by a user is received. The selection data identifies a first link
in the plurality of links. Litigation information related to the
category corresponding to the first link is displayed.
[0038] In one embodiment, the plurality of categories of litigation
information include at least a subset of the following: Contact
information, docket information, case information, correspondence
information, pleadings information, legal references information,
discovery information, expert information, orders information,
trial information, motions, and copy information.
[0039] In one embodiment, the displayed litigation information
includes at least a subset of the plurality of links.
[0040] In one embodiment, the displayed litigation information
includes links to electronic copies of litigation documents related
to the category corresponding to the first link.
[0041] In one embodiment, the litigation information for the
lawsuit is stored on a plurality of computers coupled to the
computer network.
[0042] In one embodiment, the user interface data is stored on a
server computer coupled to the computer network and is accessible
to client computers via communication with the server computer.
[0043] In one embodiment, the user interface data is stored in a
memory of at least one client computer coupled to the computer
network.
[0044] In one embodiment, the user interface data is stored on a
CD-ROM of the at least one client computer.
[0045] Another form of the present invention provides a
computer-readable medium having computer-executable instructions
for performing a method of accessing litigation information for at
least one lawsuit. The method includes generating a primary display
screen including a plurality of user-selectable litigation
categories. The plurality of user-selectable litigation categories
includes at least one user-selectable litigation subcategory that
is logically related to at least one of the other litigation
categories. Category selection information from a user identifying
one of the user-selectable litigation categories is received. A
secondary display screen including litigation information related
to the identified litigation category is generated. The secondary
display screen includes user-selectable links to electronic copies
of litigation documents related to the identified litigation
category.
[0046] In one embodiment, document selection information from a
user identifying one of the user-selectable links to electronic
copies of litigation documents is received. A display is generated
of an electronic copy of a litigation document corresponding to the
identified link.
[0047] In one embodiment, the plurality of user-selectable
litigation categories includes pleadings information, and the at
least one user-selectable litigation subcategory includes discovery
information. The litigation information related to the discovery
information subcategory is a subset of the litigation information
related to the pleadings category.
[0048] In one embodiment, the plurality of user-selectable
litigation categories includes pleadings information, and the at
least one user-selectable litigation subcategory includes motions.
The litigation information related to the motions subcategory is a
subset of the litigation information related to the pleadings
category.
[0049] In one embodiment, the plurality of user-selectable
litigation categories includes pleadings information, and the at
least one user-selectable litigation subcategory includes court
orders. The litigation information related to the court orders
subcategory is a subset of the litigation information related to
the pleadings category.
[0050] Another form of the present invention provides a litigation
management system for managing and providing access to litigation
information stored on a computer network. At least one server
computer coupled to the computer network stores user interface
information. The user interface information includes a client login
page; a plurality of litigation case selection pages, with each
litigation case selection page including at least one hyperlink
identifying at least one litigation case associated with a
particular client; a plurality of litigation case home pages, with
each litigation case home page associated with one of the
identified litigation cases, and each litigation case home page
including a first plurality of hyperlinks, wherein each hyperlink
in the first plurality identifies a category of litigation
information; and a plurality of web pages, with each web page being
associated with one of the hyperlinks in the first plurality of
hyperlinks of one of the home pages, and each web page providing
case specific litigation information related to the category
identified by the hyperlink associated with the web page. A client
computer coupled to the computer network displays a user interface
based on user interface information received from the server
computer. The client computer is configured to access at least a
subset of the plurality of web pages via the user interface.
[0051] In one embodiment, the user interface information further
includes a plurality of topics pages. Each topics page is
associated with a particular client and includes a plurality of
hyperlinks identifying a plurality of topics. The plurality of
hyperlinks identifying a plurality of topics includes a litigation
hyperlink. Each litigation case selection page is associated with a
litigation hyperlink on one of the plurality of topics pages.
[0052] In one embodiment, the litigation hyperlink is associated
with active litigation cases, and the plurality of hyperlinks
identifying a plurality of topics further includes an inactive
litigation hyperlink associated with inactive litigation cases.
[0053] In one embodiment, the plurality of hyperlinks identifying a
plurality of topics further comprises a competitors hyperlink that
provides a link to information about a particular client's
competitors.
[0054] In one embodiment, the plurality of hyperlinks identifying a
plurality of topics further comprises a prosecution hyperlink that
provides a link to information about a particular client's
intellectual property applications.
[0055] Another form of the present invention provides a method of
accessing litigation information associated with at least one
litigation case. A home page including a first plurality of
user-selectable hyperlinks is displayed. The hyperlinks in the
first plurality identify a plurality of categories and
subcategories of litigation information. Each subcategory is
logically related to at least one of the categories. A first one of
the plurality of hyperlinks is selected. A web page associated with
the first one of the hyperlinks is displayed. The web page provides
litigation information related to a category identified by the
first one of the hyperlinks.
[0056] Another form of the present invention provides a user
interface for accessing litigation information associated with at
least one litigation case. The user interface includes a home page
including a correspondence hyperlink and a pleadings hyperlink. A
correspondence web page is associated with the correspondence
hyperlink. The correspondence web page includes a plurality of
correspondence entries. Each correspondence entry includes
identifying information for a correspondence related to the at
least one litigation case. A pleadings web page is associated with
the pleadings hyperlink. The pleadings web page includes a
plurality of pleading entries. Each pleading entry includes
identifying information for a pleading related to the at least one
litigation case.
[0057] In one embodiment, the correspondence web page includes
hyperlinks to electronic copies of correspondence related to the at
least one litigation case.
[0058] In one embodiment, the pleadings web page includes
hyperlinks to electronic copies of pleading documents.
BRIEF DESCRIPTION OF THE DRAWINGS
[0059] FIG. 1A is a diagram illustrating a distributed computing
system for implementing one embodiment of the present
invention.
[0060] FIG. 1B is a block diagram illustrating an exemplary
computing system according to one embodiment of the present
invention.
[0061] FIG. 2 is a block diagram illustrating a logical
relationship between web pages used in one embodiment of the
present invention.
[0062] FIG. 3A is a diagram of one embodiment of a home page
illustrating typical litigation case caption information and
contact information for attorneys handling a litigation matter.
[0063] FIGS. 3B-1 through 3B-4 are diagrams of one embodiment of a
web page illustrating contact information for a litigation
matter.
[0064] FIGS. 3C-1 through 3C-4 are diagrams of one embodiment of a
web page illustrating docket/appointments/deadlines with links to
documents that confirm the action and/or basis/comments.
[0065] FIG. 3D is a diagram of one embodiment of a web page
illustrating case and client information.
[0066] FIG. 3E is a diagram of one embodiment of a web page
illustrating an index of correspondence received and authored
pertaining to a specified litigation matter.
[0067] FIGS. 3F-1 through 3F-2 are diagrams of one embodiment of a
web page illustrating an index of pleadings served, filed,
authored, received or otherwise generated by any party.
[0068] FIG. 3G is a diagram of one embodiment of a web page
illustrating a list of references for legal information.
[0069] FIG. 3H is a diagram illustrating uniform resource locators
(URLs) of hyperlinks in the web page shown in FIG. 3G.
[0070] FIG. 3I is a diagram of one embodiment of a web page
illustrating information regarding a patent involved in a
litigation.
[0071] FIGS. 3J-1 through 3J-2 are diagrams of one embodiment of a
web page illustrating an organizational discovery page.
[0072] FIG. 3K is a diagram of one embodiment of a web page
illustrating information regarding experts.
[0073] FIG. 3L is a diagram of one embodiment of a web page
illustrating orders filed by the judicial assignment.
[0074] FIG. 3M is a diagram of one embodiment of a web page
illustrating an index to other pages that contain information
filed/used in preparation for trial.
[0075] FIG. 3N is a diagram of one embodiment of a web page
illustrating links to motion papers.
[0076] FIGS. 3O-1 through 3O-2 are diagrams of one embodiment of a
web page illustrating how the distribution of documents received
and generated were effectuated.
[0077] FIGS. 4A-1 through 4A-2 are diagrams of a second embodiment
of a home page illustrating typical litigation case caption
information and contact information for attorneys handling a
litigation matter, and additional hyperlinks.
[0078] FIGS. 4B-1 through 4B-3 are diagrams of a second embodiment
of a web page illustrating an index of correspondence received and
authored pertaining to a specified litigation matter.
[0079] FIGS. 4C-1 through 4C-2 are diagrams of a second embodiment
of a web page illustrating an index of pleadings served, filed,
authored, received or otherwise generated by any party.
[0080] FIG. 4D is a diagram of one embodiment of a web page
illustrating an index of initial pleadings.
[0081] FIGS. 4E-1 through 4E-5 are diagrams of a second embodiment
of a web page illustrating an organizational discovery page.
[0082] FIGS. 4F-1 through 4F-3 are diagrams of one embodiment of a
web page illustrating an index of completed depositions.
[0083] FIGS. 4G-1 through 4G-2 are diagrams of one embodiment of a
web page illustrating a site map of web pages used in an embodiment
of the present invention.
[0084] FIGS. 4H-1 through 4H-2 are diagrams of one embodiment of a
web page illustrating an index of trial briefs.
[0085] FIGS. 4I-1 through 4I-2 are diagrams of one embodiment of a
web page illustrating an index of motions in limine.
[0086] FIGS. 4J-1 through 4J-2 are diagrams of one embodiment of a
web page illustrating an index of jury instructions.
[0087] FIGS. 4K-1 through 4K-2 are diagrams of one embodiment of a
web page illustrating an index of witnesses.
[0088] FIGS. 4L-1 through 4L-2 are diagrams of one embodiment of a
web page illustrating an index of exhibits.
[0089] FIGS. 4M-1 through 4M-2 are diagrams of one embodiment of a
web page illustrating an index of deposition designations of
testimony.
[0090] FIGS. 4N-1 through 4N-2 are diagrams of one embodiment of a
web page illustrating an index of offers of settlement.
[0091] FIGS. 4O-1 through 4O-2 are diagrams of one embodiment of a
web page illustrating an index of special verdict forms.
[0092] FIGS. 4P-1 through 4P-2 are diagrams of one embodiment of a
web page illustrating an index of Voir Dire questions.
[0093] FIG. 5A is a diagram of one embodiment of a client login web
page.
[0094] FIG. 5B is a diagram of one embodiment of a client portal
web page.
[0095] FIG. 5C is a diagram of one embodiment of a web page
illustrating a list of active litigation cases for an example
client.
DESCRIPTION OF THE PREFERRED EMBODIMENTS
[0096] In the following detailed description of the preferred
embodiments, reference is made to the accompanying drawings, which
form a part hereof, and in which is shown by way of illustration
specific embodiments in which the invention may be practiced. It is
to be understood that other embodiments may be utilized and
structural or logical changes may be made without departing from
the scope of the present invention. The following detailed
description, therefore, is not to be taken in a limiting sense, and
the scope of the present invention is defined by the appended
claims.
[0097] One form of the present invention provides a system and
method for the management of litigation documents and information.
In one form of the invention, the term "litigation" as used herein
means a contested legal matter with an adversary. One preferred
embodiment provides a litigation management system for intellectual
property litigation, which can include patent, copyright,
trademark, and/or trade secret related litigation. In one
embodiment described herein, the invention is a web-based
litigation management system. The information for the system may be
stored in many different kinds of formats and at many different
locations, and can include electronic documents with electronic
signatures. Information for the system may exist as an image file
stored on a local server or optical disk, or reside as an HTML file
on a remote server and be accessed by TCP/IP protocol or other
communications protocol. Other file types are obviously possible,
including multimedia. One form of the litigation management system
of the present invention manages internal documents (e.g.,
documents stored within a law firm computer system), and external
documents (e.g., documents stored on a computer system outside of
the law firm), including scanned copies of signed, original
documents, which may be stored locally, or at a remote location. In
one embodiment, the litigation information is accessed through a
secure Internet connection via a web-type user interface.
[0098] FIG. 1A illustrates one possible organization for a
distributed computing system for implementing an embodiment of the
present invention. Distributed computing system 100 includes a
plurality of computing systems connected together using
communications networks 101 and 106. Distributed computing system
100 includes server computers 102, client computers 103 and 104,
and proxy server 105. In one embodiment, client computers 103 and
104 include user workstations and laptop computers. Client
computers 103 and 104 may also be any other type of device capable
of communicating over a network, including a personal digital
assistant (PDA). Client computers 103 are connected to
communications network 101. Server computers 102 are also coupled
to communications network 101. In one embodiment of the present
invention, communications network 101 is a wide area network (WAN),
such as the Internet, and client computers 103 connect to WAN 101
using a typical dial-up connection through an Internet service
provider (ISP). Alternatively, communications network 101 can be a
local area network (LAN).
[0099] Users may also connect to the communications system using
client computers 104, which are connected to communications network
106. In one embodiment, communications network 106 is a LAN.
Alternatively, communications network 106 can be a WAN. LAN 106 is
connected to Internet 101 through a proxy server, such as proxy
server 105. In this arrangement, client computers 104 access
resources located on Internet 101 by sending a service request to
proxy server 105. Proxy server 105 in turn forwards the service
request to a destination on Internet 101. A response to the request
is received by proxy server 105, which forwards the response to the
requesting client computer 104.
[0100] Server computers 102 receive service requests from client
computers 103 and 104, and generate appropriate responses. In one
embodiment, the communications between server computers 102, and
client computers 103 and 104, utilize the standard hypertext
transport protocol (HTTP) communications protocol. The responses
generated and returned to client computers 103 and 104 are
typically in the form of a web page specified in hypertext markup
language (HTML) that may be displayed to the user utilizing a web
browser such as MICROSOFT INTERNET EXPLORER or NETSCAPE
NAVIGATOR.
[0101] Server computers 102 store information such as database
information or other electronic data. Data may be stored in a
distributed manner across one or more of server computers 102. In
one embodiment of the present invention, a web site is programmed
to access litigation-related data stored in server computers 102.
Client computers 103 and 104 include programs, such as browsers,
that allow a user to access information stored on the web site and
to navigate around the web. Generally, browsers employ a graphical
user interface displayed on a monitor of a computer 103 or 104. A
user of a computer 103 or 104 utilizes a mouse or other input
device to interact with the graphical user interface, access
servers 102, and perform data acquisition, data transmission, and
navigation functions via the graphical user interface.
[0102] FIG. 1B is an electrical block diagram of major components
of an exemplary computing system 108 according to one embodiment of
the present invention. In one embodiment, computers 102, 103, 104,
and 105 are represented by exemplary computing system 108. In one
form of the present invention, computing system 108 includes a
general-purpose computing device 110 in the form of a conventional
computer system. Computing device 110 includes a processor unit
112, a system memory 114, and a system bus 116 that couples various
system components including system memory 114 to processor unit
112. System bus 116 may be any of several types of bus structures
including a memory bus or memory controller, a peripheral bus and a
local bus using any of a variety of bus architectures. System
memory 114 includes read only memory (ROM) 118 and random access
memory (RAM) 120. A basic input/output system (BIOS) 122, which
contains basic routines that help transfer information between
elements within computing system 108, is also stored in memory
114.
[0103] Computing device 110 further includes a hard disk drive 123
for reading from and writing to a hard disk 125, a magnetic disk
drive 124 for reading from or writing to a removable magnetic disk
126, and an optical disk drive 128 for reading from or writing to a
removable optical disk 129, such as a CD ROM, digital versatile
disk (DVD), or other optical media. Hard disk drive 123, magnetic
disk drive 124, and optical disk drive 128 are connected to system
bus 116 by a hard disk drive interface 130, a magnetic disk drive
interface 132, and an optical drive interface 134, respectively.
Drives 123, 124 and 128 and their associated computer-readable
media provide nonvolatile storage of computer readable
instructions, data structures, programs, and other data for
computer system 108.
[0104] Although the exemplary computer system 108 described herein
employs a hard disk 125, a removable magnetic disk 126, and a
removable optical disk 129, other types of computer-readable media
capable of storing data can be used in the exemplary system 108.
Examples of other types of computer-readable mediums that can be
used in the exemplary operating environment 108 include magnetic
cassettes, flash memory cards, digital video disks, Bernoulli
cartridges, random access memories (RAMs), and read only memories
(ROMs).
[0105] A number of program modules may be stored on hard disk 125,
magnetic disk 126, optical disk 129, ROM 118 and RAM 120, including
an operating system 136, one or more application programs 138,
other program modules 140, and program data 142. A user may enter
commands and information into computer system 108 through input
devices, such as a keyboard 144 and mouse 146 or other pointing
device. Examples of other input devices include a microphone,
joystick, game pad, satellite dish, and scanner. These and other
input devices are often connected to the processing unit 112
through a serial port interface 150 that is coupled to system bus
116. Nevertheless, these input devices may also be connected by
other interfaces, such as a parallel port, game port, or a
universal serial bus (USB). A monitor 152 or other type of display
device is also connected to system bus 116 via an interface, such
as a video adapter 154. In addition to monitor 152, computer
systems typically include other peripheral output devices (not
shown), such as speakers and printers.
[0106] Computer system 108 operates in a networked environment
using logical connections to one or more remote computers, such as
remote computer 156. Remote computer 156 may be a computer system,
a server, a router, a network PC, a peer device or other common
network node, and typically includes many or all of the elements
described above relative to computer system 108. The network
connections include a LAN 158 and a WAN 160. Such networking
environments are commonplace in offices, enterprise-wide computer
networks, intranets, and the Internet.
[0107] When used in a LAN networking environment, computer system
108 is connected to LAN 158 through a network interface or adapter
162. When used in a WAN networking environment, computer system 108
typically includes a modem 164 or other means for establishing
communications over a WAN 160, such as the Internet. Modem 164,
which may be internal or external to computing device 110, is
connected to system bus 116 via serial port interface 150. In a
networked environment, program modules depicted relative to
computer system 108, or portions thereof, may be stored in a remote
memory storage device. It will be appreciated that the network
connections shown are exemplary, and other means of establishing a
communications link between computers may be used, including
wireless technologies.
[0108] A computing device, such as computer system 102, 103, 104,
or 105, typically includes at least some form of computer-readable
media. Computer readable media can be any available media that can
be accessed by a computer system 102, 103, 104, or 105. By way of
example, and not limitation, computer-readable media might comprise
computer storage media and communication media.
[0109] Computer storage media includes volatile and nonvolatile,
removable and non-removable media implemented in any method or
technology for storage of information such as computer readable
instructions, data structures, program modules or other data.
Computer storage media includes, but is not limited to, RAM, ROM,
EPROM, flash memory or other memory technology, CD-ROM, DVD, or
other optical storage, magnetic cassettes, magnetic tape, magnetic
disk storage or other magnetic storage devices, or any other medium
that can be used to store the desired information and that can be
accessed by a computer system 102, 103, 104, or 105.
[0110] Communication media typically embodies computer-readable
instructions, data structures, program modules or other data in a
modulated data signal such as a carrier wave or other transport
mechanism and includes any information delivery media. The term
"modulated data signal" means a signal that has one or more of its
characteristics set or changed in such a manner as to encode
information in the signal. By way of example, and not limitation,
communication media includes wired media such as a wired network or
direct-wired connection, and wireless media such as acoustic, RF,
infrared, and other wireless media. Combinations of any of the
above are also included within the scope of computer-readable
media. Computer-readable media may also be referred to as computer
program product.
[0111] FIG. 2 is a block diagram of a web site illustrating a
logical relationship between web pages used in one embodiment of
the present invention. Web site 200 includes web pages 202A-202X
(collectively referred to as web pages 202). Web pages 202 include
home page 202A, search web page 202B, contact information web page
202C, docket web page 202D, client information web page 202E,
correspondence web page 202F, pleadings index web page 202G, rules
web page 202H, patents web page 202I, discovery web page 202J,
experts web page 202K, orders web page 202L, trial notebook web
page 202M, motions web page 202N, BCC list web page 202O, trial
briefs web page 202P, motions in limine web page 202Q, jury
instructions web page 202R, witness lists web page 202S, exhibit
lists web page 202T, deposition designations of testimony web page
202U, offers of settlement web page 202V, special verdict forms web
page 202W, and Voir Dire questions web page 202X. Exemplary
embodiments of several of web pages 202 are shown in FIGS. 3A-3O
and 4A-4P. Web site 200 is also referred to as litigation
management system 200.
[0112] Web pages 202C-202O are accessible via hyperlinks on home
page 202A in one form of the present invention. In one embodiment,
each of web pages 202C-202O corresponds to a particular category of
litigation information, and provides hyperlinks to information
within that category. For example, trial notebook web page 202M
corresponds to a "trial information" category, and includes
hyperlinks to web pages 202P-202X. Web pages 202P-202X provide
trial information, such as trial briefs, trial motions, jury
instructions, witness lists, exhibit lists, depositions and offers
of settlement. In one embodiment, web pages 202P-202X include links
to PDF files that are generated by scanning trial documents. Like
web page 202M, each of web pages 202C-202L and 202N-202O also
include hyperlinks to additional web pages (not shown) in one form
of the present invention. In one embodiment, each of web pages
202C-202O includes hyperlinks to each of the other web pages
202C-202O on the same organizational level in FIG. 2. As will be
understood by one of ordinary skill in the art, each of web pages
202 may include hyperlinks to any other of web pages 202.
[0113] Information for web pages 202 may be specified in a variety
of formats or combinations of formats, including but not limited to
HTML, PDF, TIFF and JPG. Web pages 202 provide a user interface
that allows a user to quickly and efficiently locate and view
information related to a specified litigation. Web pages 202 are
also referred to as user interface 202. In addition to providing
hyperlinks to other web pages 202, any of web pages 202 may also
include "short cuts" or "jump links" that initiate the execution of
program steps to perform tasks other than the retrieval of
documents. For example, user interface 202 may initiate a search.
The search could include text within the user interface or text
generated through an optical character recognition (OCR) function
on underlying data. Scanned documents, and text files generated by
performing OCR on the scanned documents, may be stored and
organized in one or more databases that are accessible through user
interface 202. User interface 202 may also provide a portal to
other databases and information repositories. User interface 202
may execute other application programs, such as Summation
Blaze.RTM., or a graphics program that illustrates the relationship
of multiple patents in a flow chart or other organizational chart
with hyperlinks to the documents referenced. Other application
programs may also be executed through user interface 202.
[0114] In one form of the present invention, litigation management
system 200 employs security features that permit restricted access
to litigation data. For example, certain information in litigation
management system 200 may be designated as being accessible only by
attorneys or only by clients. Similarly, certain information may be
designated as being modifiable only by certain individuals (e.g., a
client may be able to update a client page, while the attorneys
cannot modify the client page, nor even access the client page if
such access restrictions are desired). Litigation management system
200 may also initiate program code for performing steps relating to
creating, revising, and updating the data accessed by the
litigation management system 200. Data may be provided to
litigation management system 200 by the user or retrieved from
system 200 by the user. Various methods of creating the logical
connections between the retrieval of data and the submission of
data may be employed. Litigation management system 200 may initiate
another application program, and distribute information via various
communications protocols (e.g., SMTP or other email protocol,
wireless application protocol or WAP, pager, etc.), or take other
actions.
[0115] In one embodiment, web pages 202 are executed by a browser
such as Internet Explorer that interfaces with an email client,
such as Microsoft Outlook and Exchange, and a server. The browser
executes HTML or XML code that accesses the information through a
link. Typically, the link accesses data stored as an image, text,
html, or other file. These files may include links to data as well.
Web pages 202 include links to other web pages 202 and documents
stored as PDF files. Links also initiate email communications to a
group or individual and may generate a form or a word processing
document. User interface 202 and the underlying litigation data may
be embodied in a portable medium such as a CD-ROM or a DVD-ROM or
resident on a server (e.g., a server that is part of a corporate
intranet), or both. Storing user interface 202 and the underlying
litigation data on a portable computer-readable medium allows the
information to be transported, confidentially provided to clients,
and/or used in a courtroom or during a deposition, where Internet
access may not be available. Alternatively, user interface 202 and
the underlying litigation data may be accessed remotely via the
Internet or other communication method. Litigation management
system 200 also includes a method of updating and distributing the
information. Users may be notified of changes to the content or
other events such as docket dates or reminders of docket dates.
Events may be initiated by the users or the litigation management
system 200 itself.
[0116] FIGS. 3A-3O are diagrams of exemplary web pages 202 that
provide a user interface according to one embodiment of the present
invention. The web pages illustrated in FIGS. 3A-3O were created
using Microsoft.RTM. Frontpage.RTM.. Other methods of generating
information pages for litigation management system 200 may be used.
In FIGS. 3A-3O, underlined text indicates hyperlinks. The
hyperlinks may go to a destination/page within the web site/page,
to another "http:\\" location, an email message, to some other
place on the network, or initiate some other action.
[0117] FIG. 3A is a diagram of an exemplary home page 202A
illustrating typical litigation case caption information and
contact information for attorneys handling a litigation matter.
Home page 202A includes heading information 302, status information
304, page identifier 306, hyperlinks 308A-308O (collectively
referred to as hyperlinks 308), case caption information 310, and
attorney contact information 312.
[0118] In one embodiment, heading information 302 identifies the
law firm handling the litigation and using litigation management
system 200. In one embodiment, status information 304 is a marquee
that scrolls across the top of each web page 202. Status
information 304 identifies one or more litigation tasks that must
be completed by a specified date. In the embodiment shown, status
information 304 indicates that a Response to the Plaintiff's
Interrogatories is due on Jan. 2, 2001. Status information 304 may
be customized, and periodically updated to indicate current tasks
to be completed for a litigation matter. Status information 304 may
also provide other information regarding a litigation matter.
[0119] Page identifier 306 identifies the web page 202 currently
being viewed by the user. In FIG. 3A, page identifier 306 indicates
that the user is viewing "Home Page" 202A. Hyperlinks 308 allow a
user to link to other web pages 202 within web site 200.
[0120] In one embodiment, case caption information 310 includes
typical case information, including identification of the
plaintiffs and the defendants, case number, and the judge or judges
assigned to the case. In one embodiment, attorney contact
information 312 includes information regarding the attorneys
handling the case, including names, addresses, phone numbers, and
facsimile numbers.
[0121] FIGS. 3B-1 through 3B-4 (collectively referred to as FIG.
3B) are diagrams of an exemplary contact information web page 202C
illustrating contact information for a litigation matter. In one
embodiment, contact information web page 202C is displayed in
response to a user selecting link 308B from one of web pages
202A-202O. Page identifier 306 indicates that the user is viewing
"Contact Information" web page 202C.
[0122] In one embodiment, contact information categories include,
but are not limited to: Internal case information, court
information, judicial assignment information, plaintiff(s)
information, attorney for plaintiff(s) information, defendant(s)
information, attorney for defendant(s) information, and local
counsel information. In one embodiment, the above contact
information categories include, but are not limited to, the
following information: names, addresses, telephone numbers (firm,
direct, cellular, other), facsimile numbers, email addresses, web
site addresses, hyperlinks to biographical information on a
website, room/suite numbers, and links to pages in other web sites
that contain pertinent information.
[0123] In the embodiment shown in FIG. 3B, contact information web
page 202C includes case caption information 310, attorney contact
information 312, court information 320, judicial assignment
information 322, judicial assignment links 324, plaintiff
information 326, plaintiffs' attorneys information 328, defendant
information 330, defendants' attorneys information 332, and local
counsel information 334. Court information 320 includes the name
and address of the court, phone and facsimile numbers at the court,
hyperlinks to the office of clerk and the clerk of court, as well
as other useful information. Judicial assignment information 322
includes information regarding the judges assigned to the case,
including the names and phone numbers of secretaries, courtroom
deputies, law clerks, and court reporters. One or more of the
individuals listed in judicial assignment information 322 may have
associated hyperlinks to other web pages that provide additional
information about the individuals.
[0124] Judicial assignment information 322 also includes judicial
assignment links 324. Judicial assignment links 324 include
hyperlinks to various court related web pages, including web pages
that provide information about standing orders, trial procedures,
calendars, reference guides, common case forms, and general court
information. Judicial assignment links 324 also include a hyperlink
to "PACER," which stands for Public Access to Court Electronic
Records. PACER provides access to case and docket information
stored in databases maintained by various courts.
[0125] Plaintiff information 326 includes the names, addresses,
phone numbers, facsimile numbers, e-mail addresses, and websites of
the plaintiffs. Plaintiffs' attorneys information 328 includes
information about counsel for the plaintiffs, including attorney
names, hyperlinks to biographical information, hyperlinks to the
attorneys' law firm, address information, phone numbers, and
facsimile numbers. Defendant information 330 includes the names,
addresses, phone numbers, facsimile numbers, e-mail addresses, and
websites of the defendants. Defendants' attorneys information 332
includes information about counsel for the defendants, including
attorney names, hyperlinks to biographical information, hyperlinks
to the attorneys' law firm, address information, phone numbers,
facsimile numbers, and attorney identification numbers. Local
counsel information 334 includes information about local counsel
for the defendants, including attorney names, hyperlinks to
biographical information, hyperlinks to the attorneys' law firm,
address information, phone numbers, facsimile numbers, and attorney
identification numbers.
[0126] FIGS. 3C-1 through 3C-4 (collectively referred to as FIG.
3C) are diagrams of an exemplary docket web page 202D illustrating
docket/appointments/deadlines with links to documents that confirm
the action and/or provide basis/comments. In one embodiment, docket
web page 202D is displayed in response to a user selecting link
308C from one of web pages 202A-202O. Page identifier 306 indicates
that the user is viewing "Docket" web page 202D. Docket web page
202D includes docket table 350 and hyperlink 354. Hyperlink 354
links a user to a printable version, in this case a Microsoft Word
document, of docket table 350.
[0127] Docket table 350 includes four columns 352A-352D and a
plurality of entries 356A-356N (collectively referred to as entries
356). Column 352B includes actions that have been taken or that
need to be taken in a litigation. In one embodiment, actions under
column 352B include, but are not limited to, summons and
complaints, answers and counterclaims, status reports, hearings,
discovery requests and responses, discovery deadlines, deadlines
for motions, other pretrial or trial deadlines, and any other
action relevant to the litigation. Actions specified under column
352B may include one or more hyperlinks to information associated
with the action. For example, in entry 356A, the action specified
in column 352B is "Complaint," and the action is underlined
indicating that the action is a hyperlink. In one embodiment, if a
user selects the "Complaint" hyperlink in entry 356A, an electronic
copy of the complaint is displayed on the user's computer.
Similarly, a user may select any other hyperlink in docket table
350 and view an electronic copy of the document identified by the
hyperlink, or view additional information about the hyperlinked
item.
[0128] Column 352A includes dates that actions specified in column
352B were taken, or dates that actions specified in column 352B are
to be completed. Column 352C indicates whether an action specified
in column 352B was completed, and may also include the date the
action was completed. Column 352C may also include other
information, such as an explanation why an action was not taken,
like that shown in entry 356F. Column 352D includes miscellaneous
information regarding entries 356, including a basis for an action,
comments regarding an action, an identification of the person or
persons who have been assigned an action, or other miscellaneous
information.
[0129] FIG. 3D is a diagram of an exemplary client information web
page 202E illustrating miscellaneous case and client information.
In one embodiment, client information web page 202E is displayed in
response to a user selecting link 308D from one of web pages
202A-202O. Page identifier 306 indicates that the user is viewing
"Client Information" web page 202E. Client information web page
202E provides miscellaneous information regarding a litigation
case, such as budget information, conflict information, case
strategy information, case objective information, and any other
important information relevant to the case.
[0130] In one embodiment, client information web page 202E includes
hyperlinks 360A-360C. "Case Budget" hyperlink 360A provides a link
to budget information for the case. In one embodiment, the budget
information includes a budget comparison feature that compares
invoices to the case budget and generates a report based on the
comparison. "Client Agreement Letter" hyperlink 360B provides a
link to an electronic copy of a client agreement letter for the
case. "Conflict Documentation" hyperlink 360C provides a link to
information related to conflicts for the case.
[0131] FIG. 3E is a diagram of an exemplary correspondence web page
202F illustrating an index of correspondence received and authored
pertaining to a specified litigation matter. In one embodiment,
correspondence web page 202F is displayed in response to a user
selecting link 308E from one of web pages 202A-202O. Page
identifier 306 indicates that the user is viewing "Correspondence"
web page 202F.
[0132] Correspondence web page 202F includes month hyperlinks 370
and correspondence table 372. When a user selects one of month
hyperlinks 370, descriptions of correspondence for the month and
the year identified by the selected hyperlink are displayed at the
top of correspondence table 372. Correspondence table 372 includes
columns 374A and 374B, and a plurality of entries 376. Column 374B
includes a description of correspondence associated with a
particular litigation. Column 374A identifies dates of the
correspondence listed in column 374B. In one embodiment, column
374B includes hyperlinks to electronic copies of correspondence
identified therein.
[0133] FIGS. 3F-1 through 3F-2 (collectively referred to as FIG.
3F) are diagrams of an exemplary pleadings index web page 202G
illustrating an index of pleadings served, filed, authored,
received or otherwise generated by any party. In one embodiment,
pleadings index web page 202G is displayed in response to a user
selecting link 308F from one of web pages 202A-202O. Page
identifier 306 indicates that the user is viewing "Pleading Index"
web page 202G.
[0134] Pleadings index web page 202G includes first pleadings index
table 400. First pleadings index table 400 includes first index
heading 401, columns 402A-402D, and a plurality of entries 404.
Column 402A includes a pleadings number for each entry 404. Column
402B includes a description of each pleading. Column 402C includes
a date for each pleading. Column 402D identifies the party that
generated a pleading, such as plaintiffs, defendants, and the
court. In one embodiment, column 402B includes hyperlinks to
electronic copies of the pleadings identified therein. Pleadings
index web page 202G may include multiple index tables 400, as
indicated by second index heading 406, which is a heading for a
second index table (not shown).
[0135] FIG. 3G is a diagram of an exemplary rules web page 202H
illustrating a list of legal references 420. In one embodiment,
rules web page 202H is displayed in response to a user selecting
link 308G from one of web pages 202A-202O. Page identifier 306
indicates that the user is viewing "Rules" web page 202H. In one
embodiment, each reference in list 420 is a hyperlink to another
web page that contains the information identified by the reference.
Alternatively, the information identified by the references could
be stored locally (e.g., on a law firm's intranet) as images, text,
html documents, or other files.
[0136] FIG. 3H illustrates uniform resource locators (URLs) of some
of hyperlinks 420 in rules web page 202H shown in FIG. 3G. Screen
450 is a simplified exemplary screen display from Microsoft
FrontPage. Screen 450 includes rules icon 452, URLs 456A-456I, and
index icon 458. Rules icon 452 corresponds to rules web page
202H.
[0137] URL 456A specifies the location that the user will jump to
when the "Local Rules" hyperlink 420 is selected from rules web
page 202H. URL 456B specifies the location that the user will jump
to when the "Fed. R. Civ. P." hyperlink 420 is selected from rules
web page 202H. URL 456C specifies the location that the user will
jump to when the "Fed. R. Evid." hyperlink 420 is selected from
rules web page 202H. URL 456D specifies the location that the user
will jump to when the "Patent Law" hyperlink 420 is selected from
rules web page 202H. URL 456E specifies the location that the user
will jump to when the "28 U.S.C" hyperlink 420 is selected from
rules web page 202H. URL 456F specifies the location that the user
will jump to when the "U.S.C" hyperlink 420 is selected from rules
web page 202H. URL 456G specifies the location that the user will
jump to when the "MPEP" hyperlink 420 is selected from rules web
page 202H. URL 456H specifies the location that the user will jump
to when the "USPTO" hyperlink 420 is selected from rules web page
202H. URL 456I specifies the location that the user will jump to
when the "PACER" hyperlink 420 is selected from rules web page
202H.
[0138] It will be understood that URLs 456A-456I are merely
exemplary, and that the information identified by hyperlinks 420
may be accessed from other locations, including a local server
(e.g., a server on a law firm's intranet). Index icon 458
represents home page 202A.
[0139] FIG. 3I is a diagram of an exemplary patents web page 202I
illustrating information regarding a patent involved in the
litigation. In one embodiment, patents web page 202I is displayed
in response to a user selecting link 308H from one of web pages
202A-202O. Page identifier 306 indicates that the user is viewing
"Patents" web page 202I.
[0140] Patents web page 202I includes patent heading information
470, and hyperlinks 472A-472B (collectively referred to as
hyperlinks 472). In one embodiment, patent heading information 470
includes the serial number, filing date, inventor names, patent
number, issue date, and expiration date of the patent in suit.
Patent heading information 470 may also include other information
about the patent in suit. Hyperlink 472A provides a link to the
file history of the patent identified in patent heading information
470. Hyperlink 472B provides a link to the patent identified in
patent heading information 470. Hyperlinks 472 may also include
additional links to other information regarding the patent in suit.
In one embodiment, the patent and the file history associated with
hyperlinks 472A-472B are stored locally as images, text, html, or
other file type. It will be understood that patents web page 202I
may include information for multiple patents, including prior art
patents involved in the litigation. Web page 202I may also or
alternatively include information regarding trademarks or
copyrights involved in the litigation.
[0141] FIGS. 3J-1 through 3J-2 (collectively referred to as FIG.
3J) are diagrams of an exemplary discovery web page 202J
illustrating discovery information for the litigation. In one
embodiment, discovery web page 202J is displayed in response to a
user selecting link 308I from one of web pages 202A-202O. Page
identifier 306 indicates that the user is viewing "Discovery" web
page 202J. Discovery web page 202J includes, but is not limited to,
plaintiff's discovery information, defendant's discovery
information, and deposition information.
[0142] Discovery web page 202J includes plaintiffs discovery table
502, defendant's discovery table 510, depositions table 520, and
hyperlinks 500A-500D. A user can scroll up/down or page up/down
through tables 502, 510 and 520. Selecting "Top of Page" hyperlink
500A brings the user back to the top of the first table displayed
in discovery web page 202J, which in this embodiment is plaintiffs
discovery table 502. Selecting "Plaintiffs Discovery" hyperlink
500B causes a jump to the top of plaintiffs discovery table 502.
Selecting "Defendant's Discovery" hyperlink 500C causes a jump to
the top of defendant's discovery table 510. Selecting "Depositions"
hyperlink 500D causes a jump to the top of depositions table
520.
[0143] Plaintiffs discovery table 502 includes columns 504A-504E,
and a plurality of entries 506. Column 504B includes descriptions
of the plaintiffs discovery requests and the defendant's discovery
responses. In one embodiment, descriptions in column 504B also
include hyperlinks to electronic copies of the described discovery
documents. The discovery documents may be stored locally as image
files or other file types, and accessed through the hyperlinks in
plaintiffs discovery table 502. Column 504A includes dates for
discovery entries described in column 504B. Column 504C includes
dates of service of discovery information described in column 504B.
Column 504D includes due dates for discovery information described
in column 504B. Column 504E includes dates of receipt/service for
the defendant's responses to the plaintiffs discovery requests. For
entries 506 that correspond to defendant's discovery responses, the
date of service of the responses are provided in column 504C,
rather than in column 504E (i.e., "N/A" or not applicable).
[0144] Defendant's discovery table 510 includes columns 512A-512E,
and a plurality of entries 514. Column 512B includes descriptions
of the defendant's discovery requests and the plaintiffs discovery
responses. In one embodiment, descriptions in column 512B also
include hyperlinks to electronic copies of the described discovery
documents. The discovery documents may be stored locally as image
files or other file types, and accessed through the hyperlinks in
defendant's discovery table 510. Column 512A includes dates for
discovery entries described in column 512B. Column 512C includes
dates of service of discovery information described in column 512B.
Column 512D includes due dates for discovery information described
in column 512B. Column 512E includes dates of receipt/service for
the plaintiffs responses to the defendant's discovery requests. For
entries 514 that correspond to defendant's discovery requests, the
date of service of the requests are provided in column 512C, rather
than in column 512E (i.e., "NA" or not applicable).
[0145] Depositions table 520 includes columns 522A-522E, and a
plurality of entries 524. Column 522B includes descriptions of
deponents and the location of depositions. Column 522A includes
dates for depositions. Column 522C includes dates that deposition
notices were served. Column 522D includes identifications of the
parties that noticed depositions. Column 522E includes
identifications of court reporters for depositions. In one
embodiment, depositions table 520 includes hyperlinks to electronic
copies of deposition transcripts, and/or hyperlinks to other
related information, including links to audio/video recordings of
depositions.
[0146] FIG. 3K is a diagram of an exemplary experts web page 202K
illustrating information regarding experts for a litigation. In one
embodiment, experts web page 202K is displayed in response to a
user selecting link 308J from one of web pages 202A-202O. Page
identifier 306 indicates that the user is viewing "Expert" web page
202K. In one embodiment, experts web page 202K includes links to
electronic copies of expert reports, deposition notices and
testimony, curriculum vitae, and other information related to
experts in a litigation.
[0147] Experts web page 202K includes experts table 540, plaintiffs
experts information table 556, and defendant's experts information
table 562. Experts table 540 includes columns 542A and 542B. Column
542A includes "Plaintiff's Expert(s)" hyperlink 544, plaintiff's
expert contact information 548, and plaintiff's expert summary
information 552. Column 542B includes "Defendant's Expert(s)"
hyperlink 546, defendant's expert contact information 550, and
defendant's expert summary information 554. Selecting "Plaintiffs
Expert(s)" hyperlink 544 causes a jump to the top of plaintiffs
experts information table 556. Selecting "Defendant's Expert(s)"
hyperlink 546 causes a jump to the top of defendant's experts
information table 562. Contact information 548 and 550 includes
standard contact information for each expert in a litigation, such
as names, addresses, phone numbers and facsimile numbers. Expert
summary information 552 and 554 includes information regarding each
expert in a litigation, such as a hyperlinks to curriculum vitas,
descriptions of the scope of expert testimony, descriptions and
hyperlinks to documents transmitted to experts, and any other
pertinent information.
[0148] Plaintiffs experts information table 556 includes columns
558A-558C, and a plurality of entries 560. Column 558A includes a
pleadings index number for each entry 560. Column 558B includes
descriptions of documents and other information related to the
plaintiff's expert(s). In one embodiment, descriptions in column
558B also include hyperlinks to electronic copies of the described
discovery documents or other information. In one form of the
invention, hyperlinks are provided in table 556 for expert reports,
supplemental reports, deposition notices, deposition transcripts
and/or video deposition clips, deposition designations, and any
other pertinent information related to the plaintiff's expert(s).
Column 558C includes dates for information described in column
558B.
[0149] Defendant's experts information table 562 includes columns
564A-564C, and a plurality of entries 566. Column 564A includes a
pleadings index number for each entry 566. Column 564B includes
descriptions of documents and other information related to the
defendant's expert(s). In one embodiment, descriptions in column
564B also include hyperlinks to electronic copies of the described
discovery documents or other information. In one form of the
invention, hyperlinks are provided in table 562 for expert reports,
supplemental reports, deposition notices, deposition transcripts
and/or video deposition clips, deposition designations, and any
other pertinent information related to the defendant's expert(s).
Column 564C includes dates for information described in column
564B.
[0150] FIG. 3L is a diagram of an exemplary orders web page 202L
illustrating orders filed by the judicial assignment. In one
embodiment, orders web page 202L is displayed in response to a user
selecting link 308K from one of web pages 202A-202O. Page
identifier 306 indicates that the user is viewing "Orders" web page
202L. Orders web page 202L includes orders table 600 and hyperlink
606. Orders table 600 includes columns 602A-602C, and a plurality
of entries 604. Column 602B includes descriptions of orders issued
by the court. In one embodiment, the descriptions in column 602B
are hyperlinks to electronic copies of the described orders. In one
embodiment, electronic copies of the orders are stored locally.
Column 602A provides a pleading index number for each one of the
entries 604. Column 602C includes dates of the orders described in
column 602B. A user can scroll up/down and page up/down through
orders table 600. Selecting "Top of Page" hyperlink 606 brings the
user to the top of orders table 600.
[0151] FIG. 3M is a diagram of an exemplary trial notebook web page
202M illustrating an index to other pages that contain information
filed/used in preparation for trial. In one embodiment, trial
notebook web page 202M is displayed in response to a user selecting
link 308L from one of web pages 202A-202O. Page identifier 306
indicates that the user is viewing "Trial Notebook" web page 202M.
Trial notebook web page 202M includes hyperlinks 620A-620P
(collectively referred to as hyperlinks 620), and hyperlink 622. In
one embodiment, hyperlinks 620 are hover button bars that are
linked to other web pages.
[0152] Hyperlink 620A provides a link to the plaintiffs trial
brief. Hyperlink 620B provides a link to the defendant's trial
brief. Hyperlink 620C provides a link to the plaintiffs motions in
limine. Hyperlink 620D provides a link to the defendant's motions
in limine. Hyperlink 620E provides a link to the plaintiffs jury
instructions. Hyperlink 620F provides a link to the defendant's
jury instructions. Hyperlink 620G provides a link to the plaintiffs
witness list. Hyperlink 620H provides a link to the defendant's
witness list. Hyperlink 620I provides a link to the plaintiffs
exhibit list. Hyperlink 620J provides a link to the defendant's
exhibit list. Hyperlink 620K provides a link to the plaintiffs
deposition designations. Hyperlink 620L provides a link to the
defendant's deposition designations. Hyperlink 620M provides a link
to a supplemental prior art notice for patent litigation. Hyperlink
620N provides a link to offers of settlement. Hyperlink 620O
provides a link to special verdict forms. Hyperlink 620P provides a
link to Voir Dire questions.
[0153] Hyperlinks may also be provided to other types of litigation
information in trial notebook web page 202M. A user can scroll
up/down and page up/down through the information displayed in trial
notebook web page 202M. Selecting "Top of Page" hyperlink 622
brings the user to the top of the displayed information.
[0154] FIG. 3N is a diagram of an exemplary motions web page 202N
illustrating links to motion papers. In one embodiment, motions web
page 202N is displayed in response to a user selecting link 308M
from one of web pages 202A-202O. Page identifier 306 indicates that
the user is viewing "Motions" web page 202N.
[0155] Motions web page 202N includes hyperlinks 640 and 644,
motion definitions 642 and 646, dispositive motions table 648,
hyperlink 654, non-dispositive motions table 656, and hyperlink
664. A user can scroll up/down or page up/down through tables 648
and 656. Selecting "Top of Page" hyperlink 654 or 664 brings the
user back to the top of the first table displayed in motions web
page 202N, which in this embodiment is dispositive motions table
648. Definition 642 includes a description of the types of motions
that are typically classified as dispositive motions, and that
should be included in table 648. Definition 646 includes a
description of the types of motions that are typically classified
as non-dispositive motions, and that should be included in table
656. Selecting "Dispositive Motions" hyperlink 640 causes a jump to
the top of dispositive motions table 648. Selecting
"Non-Dispositive Motions" hyperlink 644 causes a jump to the top of
non-dispositive motions table 656.
[0156] Dispositive motions table 648 includes columns 650A-650D,
and a plurality of entries 652. Column 650A includes a pleadings
index number for each entry 652. Column 650B includes descriptions
of dispositive motions and related information. In one embodiment,
descriptions in column 650B also include hyperlinks to electronic
copies of the described dispositive motions and related
information. The hyperlinked documents may be stored locally as
image files or other file types, and accessed through the
hyperlinks in dispositive motions table 648. Column 650C includes
dates for dispositive motion entries described in column 650B.
Column 650D includes an identification of the party (e.g.,
plaintiff or defendant) associated with each dispositive motion
entry described in column 650B.
[0157] Non-dispositive motions table 656 includes columns
658A-658D, and a plurality of entries 660. Column 658A includes a
pleadings index number for each entry 660. Column 658B includes
descriptions of non-dispositive motions and related information. In
one embodiment, descriptions in column 658B also include
hyperlinks, such as hyperlinks 662, to electronic copies of the
described non-dispositive motions and related information. The
hyperlinked documents may be stored locally as image files or other
file types, and accessed through the hyperlinks in non-dispositive
motions table 656. Column 658C includes dates for non-dispositive
motion entries described in column 658B. Column 658D includes an
identification of the party (e.g., plaintiff or defendant)
associated with each non-dispositive motion entry described in
column 658B.
[0158] FIGS. 3O-1 through 3O-2 (collectively referred to as FIG.
3O) are diagrams of an exemplary BCC list web page 202O
illustrating how the distribution of documents received and
generated were effectuated. In one embodiment, BCC list web page
202O is displayed in response to a user selecting link 308N from
one of web pages 202A-202O. Page identifier 306 indicates that the
user is viewing "BCC List" web page 202O.
[0159] BCC list web page 202O, which is also referred to as copy
web page 202O, allows a user to identify the individuals who were
provided a copy of a particular litigation document, such as a
pleading, an email, a letter or other correspondence, or any other
litigation document, whether electronic or paper-based. In one form
of the present invention, BCC list web page 202O acts as a "form"
that is filled in by the user, and then printed for document
retention or other purposes. In one embodiment, BCC list web page
202O includes attorney names list 700, attorney email addresses
list 702, local counsel email addresses list 704, email
identification information 706, client address information 708,
client delivery information 710, local counsel address information
712, local counsel delivery information 714, and hyperlinks 716 and
718.
[0160] If a user wishes to identify the attorneys that were
provided a particular email communication, the user can locate each
such attorney in attorney names list 700, identify the
corresponding email addresses of the attorneys in attorney email
address list 702 or in local counsel email address list 704, and
then click on the email addresses corresponding to the attorneys
that were provided the communication. Email identification
information 706 allows a user to specify identification information
for the email communication, including sender information 706A and
date information 706B.
[0161] Client address information 708 includes names and address
information for the client or clients. To indicate that a client
was provided a particular litigation document, a user identifies
the method of delivery of the document in client delivery
information 710. Client delivery information 710 includes
checkboxes to indicate the method of delivery, including "first
class mail" checkbox 710A, "overnight courier" checkbox 710B,
"facsimile" checkbox 710C and "other" checkbox 710D. If a user
selects "other" checkbox 710D, the user may also enter the specific
method of delivery.
[0162] Local counsel address information 712 includes names and
address information for local counsel. To indicate that local
counsel was provided a particular litigation document, a user
identifies the method of delivery of the document in local counsel
delivery information 714. Local counsel delivery information 714
includes checkboxes to indicate the method of delivery, including
"first class mail" checkbox 714A, "overnight courier" checkbox
714B, "facsimile" checkbox 714C and "email" checkbox 714D. If a
user selects "email" checkbox 714D, the user may also select the
email address or addresses of the individual or individuals that
were provided the communication.
[0163] A user may generate a copy list, identifying each individual
that received a litigation document, by selecting "Link to BCC Word
Document" hyperlink 716. When hyperlink 716 is selected, the
information provided by a user on BCC list web page 202O is
imported into a Microsoft Word document, which may be printed and
stored along with a particular litigation document. In one
embodiment, the Microsoft Word document includes a copy list,
identifying each individual that was provided a copy of a
litigation document, and the manner in which the document was sent.
Selecting "Top of Page" hyperlink 718, brings the user back to the
top of BCC list web page 202O.
[0164] In addition to, or as an alternative to, printing out a copy
list for each litigation document, copy information may be stored
electronically. Copy information may also be generated
automatically, rather than manually entering copy information for
each litigation document.
[0165] In one embodiment, each of web pages 202A-202O includes a
search hyperlink 308O. In one form of the invention, selection of
search hyperlink 308O results in the display of a search dialog box
(not shown) overlaid on the currently displayed web page 202.
Persons of ordinary skill will recognize that various alternative
methods of providing search functionality may be employed,
including providing a separate search web page 202, or allowing
search information to be entered directly on each of web pages 202.
In one embodiment, the search dialog box allows a user to enter
search terms and boolean logic. A list of information that matches
the specified search terms is then displayed. Searches may be
performed for litigation information stored locally, or may specify
a broader scope, such as the entire Internet. In one embodiment,
search queries may be directed to text contained in web pages 202,
metadata, and/or text files generated from performing OCR on
documents.
[0166] FIGS. 4A-4P and 5A-5C are diagrams of additional or
alternative exemplary web pages 202 that are part of a user
interface according to one embodiment of the present invention.
[0167] FIGS. 4A-1 through 4A-2 (collectively referred to as FIG.
4A) are diagrams of a second embodiment of a home page 202A'
illustrating typical litigation case caption information and
contact information for attorneys handling a litigation matter,
with additional hyperlinks not shown in home page 202A (shown in
FIG. 3A). Home page 202A' includes heading information 302, page
identifier 306, hyperlinks 308A-308X (collectively referred to as
hyperlinks 308), case caption information 310, and attorney contact
information 312.
[0168] In one embodiment, heading information 302 identifies the
law firm handling the litigation and using litigation management
system 200, which is Merchant & Gould P.C. in the example
shown. Heading information 302 also identifies the system as an
"Elumis.TM. Litigation Management System."
[0169] Page identifier 306 identifies the web page 202 currently
being viewed by the user. In FIG. 4A, page identifier 306 indicates
that the user is viewing "Home Page" 202A'.
[0170] In one embodiment, case caption information 310 includes
typical case information, including identification of the
plaintiffs and the defendants, case number, and the judge or judges
assigned to the case. In one embodiment, attorney contact
information 312 includes information regarding the attorneys
handling the case, including names, addresses, phone numbers, and
facsimile numbers.
[0171] Hyperlinks 308 allow a user to link to other web pages 202
within web site 200. Home page 202A' includes additional hyperlinks
308P-308X, which were not illustrated in home page 202A (shown in
FIG. 3A). "Case Strategy" hyperlink 308P is a link to a page that
provides strategy information for the case. "Initial Pleadings"
hyperlink 308Q is a link to an initial pleadings web page 202Y
(shown in FIG. 4D). "Index of Depositions" hyperlink 308R is a link
to an index of depositions web page 202Z (shown in FIG. 4F). "Site
Map" hyperlink 308S is a link to site map web page 202AA (shown in
FIG. 4G). "Transcripts/Documents" hyperlink 308T is a link to a
page that provides an index of transcripts and other documents
relevant to the litigation. "Fact Chronology" hyperlink 308U is a
link to a page that provides a chronology of facts in the
litigation. "Login Portal Page" hyperlink 308V is a link to client
portal page 202CC (shown in FIG. 5B). "Legal Research" hyperlink
308W is a link to legal research information and legal research
services, such as Lexis and Westlaw. "Memoranda and Notes"
hyperlink 308X is a link to attorney research memoranda and notes
for the litigation case. In one embodiment, the attorney research
memoranda and notes are only accessible by those with a proper
security level clearance (e.g., attorneys only). In one form of the
invention, a "Clients Only" hyperlink 308 may be provided to allow
a client to add notes that are only accessible by the client and
not the attorneys or someone from an outside law firm.
[0172] FIGS. 4B-1 through 4B-3 (collectively referred to as FIG.
4B) are diagrams of a second embodiment of a web page 202F'
illustrating an index of correspondence received and authored
pertaining to a specified litigation matter. In one embodiment,
correspondence web page 202F' is displayed in response to a user
selecting link 308E from one of web pages 202. Page identifier 306
indicates that the user is viewing "Correspondence" web page
202F'.
[0173] Correspondence web page 202F' includes index number
hyperlinks 730, index summary hyperlink 732, and four
correspondence index tables 734. When a user selects one of index
number hyperlinks 730, the user jumps to a corresponding one of the
index tables 734. Each correspondence table 734 includes columns
736A-736C, and a plurality of entries 738. Column 736B includes a
description of correspondence associated with a particular
litigation. In one embodiment, column 736B includes hyperlinks to
electronic copies of correspondence identified therein. Column 736A
identifies dates of the correspondence listed in column 736B.
Column 736C identifies authors of the correspondence listed in
column 736B.
[0174] When a user selects "Index Summary" hyperlink 732, the user
jumps to correspondence index summary 740. Correspondence index
summary 740 includes date ranges for the correspondence in each of
the correspondence index tables 734.
[0175] FIGS. 4C-1 through 4C-2 (collectively referred to as FIG.
4C) are diagrams of a second embodiment of a web page 202G'
illustrating an index of pleadings served, filed, authored,
received or otherwise generated by any party. In one embodiment,
pleadings index web page 202G' is displayed in response to a user
selecting link 308F from one of web pages 202. Page identifier 306
indicates that the user is viewing "Pleading Index" web page
202G'.
[0176] Pleadings index web page 202G' includes index number
hyperlinks 750, and three pleading index tables 752. When a user
selects one of index number hyperlinks 750, the user jumps to a
corresponding one of the pleading index tables 752. Each pleading
index table 752 includes columns 754A-754D, and a plurality of
entries 756. Column 754A includes a pleading number for each entry
756. Column 754B includes a description of each pleading. Column
754C includes a date for each pleading. Column 754D identifies the
party that generated a pleading, such as plaintiffs, defendants,
and the court. In one embodiment, column 754B includes hyperlinks
to electronic copies of the pleadings identified therein.
[0177] FIG. 4D is a diagram of one embodiment of a web page 202Y
illustrating an index of initial pleadings. In one embodiment,
initial pleadings web page 202Y is displayed in response to a user
selecting link 308Q from one of web pages 202. Page identifier 306
indicates that the user is viewing "Initial Pleadings" web page
202Y.
[0178] Initial pleadings web page 202Y includes initial pleadings
table 770. Initial pleadings table 770 includes columns 772A-772D,
and a plurality of entries 774. Column 772A includes a pleading
index number for each entry 774. Column 772B includes a description
of each pleading. Column 772C includes a date for each pleading.
Column 772D identifies the party that generated a pleading, such as
plaintiffs, defendants, and the court. In one embodiment, column
772B includes hyperlinks to electronic copies of the pleadings
identified therein.
[0179] FIGS. 4E-1 through 4E-5 (collectively referred to as FIG.
4E) are diagrams of a second embodiment of a web page 202J'
illustrating an organizational discovery page. In one embodiment,
discovery web page 202J' is displayed in response to a user
selecting link 308I from one of web pages 202. Page identifier 306
indicates that the user is viewing "Discovery" web page 202J'.
[0180] Discovery web page 202J' includes plaintiffs' discovery
hyperlinks 790, defendants' discovery hyperlinks 792, miscellaneous
discovery hyperlinks 794, Plaintiff's Interrogatories (with
Responses) table 796, Plaintiffs Requests for Production of
Documents and Things (with Responses) table 802, Plaintiff's
Requests for Admissions (with Responses) table 808, Defendant's
Interrogatories (with Responses) table 814, Defendant's Requests
for Production of Documents and Things (with Responses) table 820,
Defendant's Requests for Admissions (with Responses) table 826,
Plaintiff's Deposition Log table 832, Defendant's Deposition Log
table 838, Plaintiffs Disclosures table 844, Defendant's
Disclosures table 850, Protective Orders table 856, and Privilege
Logs table 862. Selecting one of "Plaintiffs Discovery" hyperlinks
790 causes a jump to a corresponding one of the plaintiffs
discovery tables 796, 802, 808, 832, and 844. Selecting one of
"Defendant's Discovery" hyperlinks 792 causes a jump to a
corresponding one of the defendant's discovery tables 814, 820,
826, 838, and 850. Selecting miscellaneous discovery hyperlinks 794
causes a jump to corresponding ones of discovery tables 862, 832
and 838, 844 and 850, and 856.
[0181] Discovery tables 796, 802, 808, 814, 820, 826, 844, 850,
856, and 862, include columns 798A-798C, 804A-804C, 810A-810C,
816A-816C, 822A-822C, 828A-828C, 846A-846C, 852A-852C, 858A-858C,
and 864A-864C, respectively, and include a plurality of entries
800, 806, 812, 818, 824, 830, 848, 854, 860, and 866, respectively.
Columns 798B, 804B, 810B, 816B, 822B, 828B, 846B, 852B, 858B, and
864B, include discovery document descriptions, and, in one
embodiment, also include hyperlinks to electronic copies of the
described discovery documents. The discovery documents may be
stored locally as image files or other file types, and accessed
through the hyperlinks. Columns 798A, 804A, 810A, 816A, 822A, 828A,
846A, 852A, 858A, and 864A, include a pleading index number for
each discovery entry. Columns 798C, 804C, 810C, 816C, 822C, 828C,
846C, 852C, 858C, and 864C, include a date for each discovery
entry.
[0182] Deposition Log tables 832 and 838 include columns 834A-834D,
and 840A-840D, respectively, and a plurality of entries 836, and
842, respectively. Columns 834A and 840A include deponent names.
Columns 834B and 840B include date/time information for
depositions. Columns 834C and 840C include location information for
depositions. Columns 834D and 840D include identifications of court
reporters for depositions. In one embodiment, depositions tables
832 and 838 include hyperlinks to electronic copies of deposition
transcripts, and/or hyperlinks to other related information,
including links to audio/video recordings of depositions.
[0183] FIGS. 4F-1 through 4F-3 (collectively referred to as FIG.
4F) are diagrams of one embodiment of a web page 202Z illustrating
an index of completed depositions. In one embodiment, index of
depositions web page 202Z is displayed in response to a user
selecting link 308R from one of web pages 202. Page identifier 306
indicates that the user is viewing "Index of Depositions" web page
202Z.
[0184] Index of depositions web page 202Z includes Deponents
Noticed by Plaintiff table 880 and Deponents Noticed by Defendant
table 886. Tables 880 and 886 include columns 882A-882J, and
888A-888J, respectively, and include a plurality of entries 884,
and 890, respectively. Columns 882A and 888A include deponent name
information. Columns 882B and 888B include date information of when
depositions were noticed. Columns 882C and 888C include date
information of when depositions were taken. Columns 882D and 888D
include information identifying the location of depositions.
Columns 882E and 888E include information identifying court
reporters for depositions, including name, address, and phone
number. Columns 882F and 888F include information identifying
whether deposition transcripts have been received, and if so, the
date of receipt, and, in one embodiment, also include hyperlinks to
electronic copies of the transcripts. Columns 882G and 888G include
information identifying whether errata have been received, and if
so, the date of receipt. Columns 882H and 888H include information
identifying exhibit numbers of exhibits used in depositions.
Columns 882I and 888I include information identifying whether
depositions have been designated as confidential. Columns 882J and
888J include status information on depositions, such as started,
pending, completed, objected, and withdrawn.
[0185] FIGS. 4G-1 through 4G-2 (collectively referred to as FIG.
4G) are diagrams of one embodiment of a web page 202AA illustrating
a site map of web pages 202 used in an embodiment of the present
invention. In one embodiment, site map web page 202AA is displayed
in response to a user selecting link 308S from one of web pages
202. Page identifier 306 indicates that the user is viewing "Site
Map" web page 202AA. Site map web page 202AA includes an example
hierarchical arrangement 900 of web pages 202 (with corresponding
hyperlinks 308).
[0186] FIGS. 4H-4P are diagrams illustrating example web pages 202
accessible via trial notebook web page 202M, which provide
information filed/used in preparation for trial.
[0187] FIGS. 4H-1 through 4H-2 (collectively referred to as FIG.
4H) are diagrams of one embodiment of a web page 202P illustrating
an index of trial briefs. In one embodiment, trial briefs web page
202P is displayed in response to a user selecting one of links 620A
or 620B from trial notebook web page 202M. Page identifier 306
indicates that the user is viewing "Trial Briefs" web page 202P.
Trial briefs web page 202P includes trial briefs table 910. Trial
briefs table 910 includes columns 912A-912C, and a plurality of
entries 914. Column 912A includes a pleading index number for each
entry 914. Column 912B includes a description of each trial brief,
and, in one embodiment, includes hyperlinks to electronic copies of
the trial briefs. Column 912C includes a date for each trial
brief.
[0188] FIGS. 4I-1 through 4I-2 (collectively referred to as FIG.
4I) are diagrams of one embodiment of a web page 202Q illustrating
an index of motions in limine. In one embodiment, motions in limine
web page 202Q is displayed in response to a user selecting one of
links 620C or 620D from trial notebook web page 202M. Page
identifier 306 indicates that the user is viewing "Motions in
Limine" web page 202Q.
[0189] Motions in limine web page 202Q includes hyperlinks 920,
Plaintiff's Motions in Limine table 922, and Defendant's Motions in
Limine table 928. Selecting one of hyperlinks 920 causes a jump to
the top of the corresponding Motions in Limine table 922 or 928.
Motions in Limine tables 922 and 928 include columns 924A-924C, and
930A-930C, respectively, and a plurality of entries 926, and 932,
respectively. Columns 924A and 930A include descriptions of motions
in limine, and, in one embodiment, include hyperlinks to electronic
copies of the described motions. Columns 924B and 930B include
descriptions of papers filed by the opposing party in response to
motions in limine, and, in one embodiment, include hyperlinks to
electronic copies of the Response papers. Columns 924C and 930C
include descriptions of papers filed in reply to response papers
for motions in limine, and, in one embodiment, include hyperlinks
to electronic copies of the Reply papers.
[0190] FIGS. 4J-1 through 4J-2 (collectively referred to as FIG.
4J) are diagrams of one embodiment of a web page 202R illustrating
an index of jury instructions. In one embodiment, jury instructions
web page 202R is displayed in response to a user selecting one of
links 620E or 620F from trial notebook web page 202M. Page
identifier 306 indicates that the user is viewing "Jury
Instructions" web page 202R.
[0191] Jury instructions web page 202R includes hyperlinks 940, and
jury instructions tables 942 and 948. Selecting one of hyperlinks
940 causes a jump to the top of the corresponding jury instructions
table 942 or 948. Jury instructions tables 942 and 948 include
columns 944A-944C, and 950A-950C, respectively, and a plurality of
entries 946, and 952, respectively. Columns 944A and 950A include a
pleading index number for each entry. Columns 944B and 950B include
a description of each jury instructions entry. Columns 944C and
950C include a date for each jury instructions entry.
[0192] FIGS. 4K-1 through 4K-2 (collectively referred to as FIG.
4K) are diagrams of one embodiment of a web page 202S illustrating
an index of witnesses. In one embodiment, witness list web page
202S is displayed in response to a user selecting one of links 620G
or 620H from trial notebook web page 202M. Page identifier 306
indicates that the user is viewing "Witness List" web page
202S.
[0193] Witness list web page 202S includes witness list tables 960
and 966. Witness list tables 960 and 966 include columns 962A-962C,
and 968A-968C, respectively, and a plurality of entries 964, and
970, respectively. Columns 962A and 968A include a pleading index
number for each entry. Columns 962B and 968B include a description
of each witness list entry. Columns 962C and 968C include a date
for each witness list entry.
[0194] FIGS. 4L-1 through 4L-2 (collectively referred to as FIG.
4L) are diagrams of one embodiment of a web page 202T illustrating
an index of exhibits. In one embodiment, exhibit list web page 202T
is displayed in response to a user selecting one of links 620I or
620J from trial notebook web page 202M. Page identifier 306
indicates that the user is viewing "Exhibit List" web page
202T.
[0195] Exhibit list web page 202T includes exhibit list tables 980
and 986. Exhibit list tables 980 and 986 include columns 982A-982C,
and 988A-988C, respectively, and a plurality of entries 984, and
990, respectively. Columns 982A and 988A include a pleading index
number for each entry. Columns 982B and 988B include a description
of each exhibit list entry. Columns 982C and 988C include a date
for each exhibit list entry.
[0196] FIGS. 4M-1 through 4M-2 (collectively referred to as FIG.
4M) are diagrams of one embodiment of a web page 202U illustrating
an index of deposition designations of testimony. In one
embodiment, deposition designations of testimony web page 202U is
displayed in response to a user selecting one of links 620K or 620L
from trial notebook web page 202M. Page identifier 306 indicates
that the user is viewing "Deposition Designation of Testimony" web
page 202U.
[0197] Deposition designation of testimony web page 202U includes
deposition designations tables 1000 and 1006. Deposition
designations tables 1000 and 1006 include columns 1002A-1002C, and
1008A-1008C, respectively, and a plurality of entries 1004, and
1010, respectively. Columns 1002A and 1008A include a pleading
index number for each entry. Columns 1002B and 1008B include a
description of each deposition designations entry. Columns 1002C
and 1008C include a date for each deposition designations
entry.
[0198] FIGS. 4N-1 through 4N-2 (collectively referred to as FIG.
4N) are diagrams of one embodiment of a web page 202V illustrating
an index of offers of settlement. In one embodiment, offers of
settlement web page 202V is displayed in response to a user
selecting link 620N from trial notebook web page 202M. Page
identifier 306 indicates that the user is viewing "Offers of
Settlement" web page 202V.
[0199] Offers of settlement web page 202V includes offers of
settlement table 1020. Offers of settlement table 1020 includes
columns 1022A-1022C, and a plurality of entries 1024. Column 1022A
includes a pleading index number for each entry. Column 1022B
includes a description of each offers of settlement entry. Column
1022C includes a date for each offers of settlement entry.
[0200] FIGS. 4O-1 through 4O-2 (collectively referred to as FIG.
4O) are diagrams of one embodiment of a web page 202W illustrating
an index of special verdict forms. In one embodiment, special
verdict forms web page 202W is displayed in response to a user
selecting link 620O from trial notebook web page 202M. Page
identifier 306 indicates that the user is viewing "Special Verdict
Forms" web page 202W.
[0201] Special verdict forms web page 202W includes special verdict
forms table 1030. Special verdict forms table 1030 includes columns
1032A-1032C, and a plurality of entries 1034. Column 1032A includes
a pleading index number for each entry. Column 1032B includes a
description of each special verdict forms entry. Column 1032C
includes a date for each special verdict forms entry.
[0202] FIGS. 4P-1 through 4P-2 (collectively referred to as FIG.
4P) are diagrams of one embodiment of a web page 202X illustrating
an index of Voir Dire questions. In one embodiment, Voir Dire
questions web page 202X is displayed in response to a user
selecting link 620P from trial notebook web page 202M. Page
identifier 306 indicates that the user is viewing "Voir Dire
Questions" web page 202X.
[0203] Voir Dire questions web page 202X includes Voir Dire
questions table 1040. Voir Dire questions table 1040 includes
columns 1042A-1042C, and a plurality of entries 1044. Column 1042A
includes a pleading index number for each entry. Column 1042B
includes a description of each Voir Dire questions entry. Column
1042C includes a date for each Voir Dire questions entry.
[0204] FIG. 5A is a diagram of one embodiment of a client login web
page 202BB. Client login web page 202BB provides an entry point to
litigation management system 200 for clients of a law firm. Client
login web page 202BB includes client name input block 1050, client
password input block 1052, and an "Enter" hyperlink 1054. A client
enters a client name in input block 1050, enters an appropriate
password in input block 1052, and presses "Enter" hyperlink 1054 to
gain access to litigation management system 200. In one embodiment,
client access to litigation management system 200 is provided via a
secure Internet connection. In one embodiment, a similar login page
is provided for attorneys, paralegals, or other appropriate
individuals for gaining access to litigation management system
200.
[0205] After a client has logged into litigation management system
200 via login web page 202BB, client portal web page 202CC, shown
in FIG. 5B, is displayed. Client portal web page 202CC includes
client identifier 1060, "Active Litigation" hyperlink 1062,
"Competitors" hyperlink 1064, "Prosecution" hyperlink 1066, and
"Archive Litigation" hyperlink 1068. Selection of active litigation
hyperlink 1062 results in the display of web page 202DD (shown in
FIG. 5C), which includes a list 1070 of active litigation cases for
the logged-in client. Selection of competitors hyperlink 1064
results in the display of a web page containing information on
competitors of the logged-in client, including, in one embodiment,
hyperlinks to the competitors' home pages and web clippings
associated with competitors. Selection of prosecution hyperlink
1066 results in the display of information regarding the logged-in
client's pending and issued intellectual property applications,
such as patent applications and trademark applications. In one
embodiment, the displayed intellectual property information
includes status reports, data entry fields, references cited, file
histories, and other related information. Selection of archive
litigation hyperlink 1068 results in the display of a web page that
includes a list of inactive litigation cases (similar to list 1070
of active litigation cases) for the logged-in client.
[0206] Each one of the active litigation cases 1070 listed on web
page 202DD is a hyperlink. Selection of one of the cases 1070
results in the display of a home page for the case, such as home
page 202A or 202A'. The client may then access litigation
information regarding the selected case from the displayed home
page 202A or 202A'. In one embodiment, the home page 202A or 202A'
displayed to a client and the litigation information accessible by
a client is different than the home page displayed to attorneys for
the case and the litigation information accessible by the
attorneys. Web page 202DD also includes "Home" hyperlink 1072 to
return to client portal page 202CC.
[0207] It will be understood that the present invention is not
limited to the specific litigation information shown in the various
figures and described herein, but encompasses other types of
litigation information as well. It will also be understood that not
all litigation information shown and described herein will be
needed for every type of litigation. As one example, not every
litigation will be a patent litigation, so a patents web page 202I
may not be needed in some implementations.
[0208] A key feature of one embodiment of the present invention is
the organization and logical relationships provided by user
interface 202. Litigation information is organized into various
logical relationships, including by category and by date, with
overlapping categories or subcategories, which allows a user to
quickly locate and view a particular litigation document. For
example, in one form of the present invention, pleadings web page
202G lists all forms of pleadings information, whereas certain
other web pages 202, such as discovery web page 202J, orders web
page 202L, and motions web page 202N only list a subset of the
pleadings information. Thus, if a user wants to locate a particular
court order, for example, the user need not sort through all of the
pleadings to locate the order, but can go directly to orders web
page 202L to quickly locate and view an electronic copy of the
order.
[0209] In one embodiment, web pages 202 are continually updated as
additional litigation information for a case is accumulated (e.g.,
additional correspondence, pleadings, etc.). In one form of the
invention, documents are scanned and electronic copies are stored
in a database for access via appropriate web pages 202. Identifying
information for documents (e.g., case, dates, senders, recipients,
addresses, etc.) is extracted from the electronic copies using
optical character recognition, and the identifying information is
stored along with the electronic copies. When a new document has
been added to the system, an alert (e.g., an email alert) is sent
to appropriate individuals to notify them of the new document and
to request that appropriate web pages 202 be updated. In one
embodiment, scripting is used (e.g., via Content Publisher, or some
other web publishing software) to update pages.
[0210] In one form of the invention, when web pages 202 are
updated, appropriate individuals (e.g., one or more attorneys
and/or paralegals working on the case) are notified by email of the
changes. In one embodiment, individual users of litigation
management system 200 can subscribe to updates of certain web pages
202, and be notified when changes to these particular web pages 202
occur. For example, a user may want to be notified each time a new
Court Order is added to the system 200, but may not want to be
notified of the addition of every new correspondence.
[0211] One form of litigation management system 200 includes a
scanning log feature that automatically increments a counter when a
new page is added to the system 200. Litigation management system
200 can also automatically calculate the total number of pages in
the system 200. An invoice may be generated based on the counter
value, the calculated total number of pages, or the change in the
calculated total number of pages from a previously calculated total
number of pages.
[0212] The present invention may be implemented as a computer
process, a computing system or as an article of manufacture such as
a computer program product or computer readable media. The computer
program product may be a computer storage media readable by a
computer system and encoding a computer program of instructions for
executing a computer process. The computer program product may also
be a propagated signal on a carrier readable by a computing system
and encoding a computer program of instructions for executing a
computer process.
[0213] In one embodiment, the logical operations of the present
invention are implemented (1) as a sequence of computer implemented
acts or program modules running on a computing system and/or (2) as
interconnected machine logic circuits or circuit modules within the
computing system. The implementation is a matter of choice
dependent on the performance requirements of the computing system
implementing the invention. Accordingly, the logical operations
making up the embodiments of the present invention described herein
are referred to variously as operations, structural devices, acts
or modules. It will be recognized by one skilled in the art that
these operations, structural devices, acts and modules may be
implemented in software, in firmware, in special purpose digital
logic, and any combination thereof without deviating from the
spirit and scope of the present invention as recited within the
claims attached hereto.
[0214] Although specific embodiments have been illustrated and
described herein for purposes of description of the preferred
embodiment, it will be appreciated by those of ordinary skill in
the art that a wide variety of alternate and/or equivalent
implementations may be substituted for the specific embodiments
shown and described without departing from the scope of the present
invention. Those with skill in the chemical, mechanical,
electro-mechanical, electrical, and computer arts will readily
appreciate that the present invention may be implemented in a very
wide variety of embodiments. This application is intended to cover
any adaptations or variations of the preferred embodiments
discussed herein. Therefore, it is manifestly intended that this
invention be limited only by the claims and the equivalents
thereof.
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