Susan V Herzog

US Patent:

20050132187, Jun 16, 2005

Filed:

Jan 27, 2004

Appl. No.:

10/766790

Inventors:

Scott Malat - New York NY, US
David Dussel - East Meadow NY, US
Cheryl Black - Tenafly NJ, US
James Priolo - New York NY, US
Sharon Murphy - North Plainfield NJ, US
Jackie Marfleet - Ealing, GB
Douglas Ross - New York NY, US
Susan Herzog - Salem NY, US

International Classification:

G06F012/14
G06F011/30

US Classification:

713166000, 380270000, 713200000

Abstract:

The present invention provides methods and systems for managing call reports. A call report message and information identifying a client matter are received via a wireless network, a distribution list is determined by applying a set of visibility rules, and the call report is created. Access to the call report is based on the distribution list. The visibility rules are rules that encapsulate the various legal and ethical requirements for allowing access to a client matter. The visibility rules may be created using a suitable script language, and be adjusted from time to time.