Growpath, LLC

James S. Farrin, P.c.

Jan Schroeder

Richard Christopher Low

Eric Jason Sanchez

Tara Jean Williams

A method includes providing a server having a system email address for receiving emails and including a processor and a memory coupled to the processor and defining a database organized to store data for a plurality of customer matters, respective matters having matter numbers, and, for each matter, the database including a notes location associated with the matter; providing a graphical user interface using which a user can review information relating to matters, including notes; determining, in response to receiving an email having a subject line and body, if the email contains a matter number matching a database matter number and, if not, rejecting the email; and if the email is not rejected, routing at least a portion of the non-rejected email to the notes location of the matter. Other systems and methods are provided.

Systems and methods for handling email in a customer management system

A system includes an OAI gateway; and a main server coupled to the OAI gateway via a network, and configured to be accessed by client workstations, the main server including: an OAI listener coupled to the OAI gateway; a notification server coupled to the OAI listener; and a memory defining a database and coupled to the OAI listener; the main server being configured to present to a workstation a user-fillable intake form having a plurality of questions, to be filled by an intake clerk, and the main server configured to receive answers to the questions from the workstation, and to present a score total to the workstation indicating whether to accept the potential customer, the score total varying depending on the received answers; and the system being configured to perform an automated action in response to the score total being above or below a predetermined threshold value. Other systems and methods are also provided.

Database searching based on user-definable parameters and automated notifications in response to scores

A method includes providing a server having a system email address for receiving emails and including a processor and a memory coupled to the processor and defining a database organized to store data for a plurality of customer matters, respective matters having matter numbers, and, for each matter, the database including a notes location associated with the matter; providing a graphical user interface using which a user can review information relating to matters, including notes; determining, in response to receiving an email having a subject line and body, if the email subject line contains a matter number matching a database matter number and, if not, rejecting the email; and if the email is not rejected, routing at least a portion of the non-rejected email to the notes location of the matter having the matter number that corresponds to the number contained in the email subject line. Other systems and methods are provided.

A method includes recording data about an advertising campaign; converting the data about advertising campaigns into ad time slot data including a time range in which a broadcast program runs and average number of times the advertisements run during the time range; and selectively generating an output visually indicating cost of advertisements versus time of day, number of intakes versus time of day, and cost of the advertisements versus time of day. Other systems and methods are provided.

Media buy loader, graphical user interface, and method of correlating media buys to customer intakes

A method includes defining a database accessible to a plurality of users having respective user IDs and organized to include information for a plurality of matters, respective matters having case numbers, and, for each matter, the database include fields configured to store a name of a client, and fields describing the client, a files location associated with the matter, and a notes location associated with the matter, the database further including reports locations associated with respective users; in response to receiving an email having a subject line, body, and attachment: determining whether the email subject line contains a case number matching a case number in the database and, if so: detaching the attachment from the email and placing the attachment in the files location associated with the matter matching the case number. Other systems and methods are provided.

Systems and methods for email attachment routing in a client management system

A system includes an OAI gateway; and a main server coupled to the OAI gateway via a network, and configured to be accessed by client workstations, the main server including: an OAI listener coupled to the OAI gateway; a notification server coupled to the OAI listener; and a memory defining a database and coupled to the OAI listener; the main server being configured to present to a workstation a user-fillable intake form having a plurality of questions, and the main server configured to receive answers, and to present a score total to the workstation indicating whether to accept the potential customer, the score total varying depending on the received answers; and the system being configured to send an electronic notification in response to the score total being above or below a predetermined threshold value. Other systems and methods are also provided.

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

Database searching based on user-definable parameters

A method includes defining a database accessible to a plurality of users having respective user IDs and organized to include information for a plurality of matters and, for each matter, the database include fields configured to store a name of a client, and fields describing the client, a files location associated with the matter, and a notes location associated with the matter, the database further including reports locations associated with respective users; in response to receiving an email having a subject line, body, and attachment: determining whether the email subject line contains a user ID and, in response to the subject line containing a user ID: determining if the email was sent from a preapproved sender and, if not rejecting the email; and detaching the attachment from the email and placing the attachment in the reports location for the user having a user ID matching the user ID in the subject line of the email. Other systems and methods are provided.

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

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

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

Growing community of inventors

Chapel Hill, NC, United States of America

Jan Schroeder