Systems and methods for linking items to a matter

Disclosed herein are systems and methods for linking items into common matters. Some embodiments of the systems and/or methods may retrieve an electronic document from a source, determine whether the electronic document is associated with a predetermined first matter, and in response to determining...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: Wetzel E. Scott, Freisthler Andrew, Wasson Mark David, Kilmer Martin R
Format: Patent
Sprache:eng
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Beschreibung
Zusammenfassung:Disclosed herein are systems and methods for linking items into common matters. Some embodiments of the systems and/or methods may retrieve an electronic document from a source, determine whether the electronic document is associated with a predetermined first matter, and in response to determining that the electronic document is associated with the predetermined first matter, link the electronic document to the predetermined first matter. Similarly, in some embodiments, the systems and methods may further create a second matter and may link the electronic document to the second matter, such that accessing the electronic document can provide other documents linked to the second matter, receive a request for the electronic document, and in response to receiving the request for the electronic document, provide a user option to provide access to the other documents linked to the predetermined first matter.