Systems and methods for matching buzzwords in a client management system

A method comprising:

• providing a server configured to be accessed by workstations, the 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 being capable of including text phrases relevant to the respective matters, the notes being capable of being formatted and edited, the database storing the formatting along with the text phrases, and the databases including a plurality of buzzwords selected by a first user having a first security clearance level, based on usefulness in cross-marketing;
• generating a graphical user interface using which a user may associate buzzwords with respective descriptive pages describing the buzzwords, the graphical user interface including a text editing screen area in which a second user, having a lower security clearance level than the first user, can type text for a note relating to a first one of the client matters for a first client, the text including a plurality of terms;
• receiving, using the server, a phrase of text for a note relating to the first matter, the phrase including multiple terms;
• comparing terms to the buzzwords, using the server, and, in response to a term matching a buzzword, indicating that the matching term is a buzzword in a pop-up to the second user, substantially immediately after the term is typed in the text editing screen, to alert the second user of the possibility of marketing a new service, different from the first one of the client matters;
• displaying the descriptive page associated with the typed buzzword on a screen of a first one of the workstations in response to the user interacting with the buzzword indicating area of the user interface;
• providing to the first workstation a user-fillable intake form having a plurality of questions;
• and
• receiving answers to the questions and indicating, at the first workstation, desirability of accepting the first client for the new service.

A system comprising:

• a server configured to be accessed by workstations, the server including a memory and a processor coupled to the memory;
• the server including 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 being capable of including text phrases relevant to the respective matters, the notes being capable of being formatted and edited, the database being configured to store the formatting along with the text phrases, and the databases being configured to store a plurality of buzzwords selected by a first user having a first security clearance level, based on usefulness in cross-marketing;
• the server being configured to generate a graphical user interface, on a first one of the workstations, using which a user may associate buzzwords with respective descriptive pages describing the buzzwords, the graphical user interface including a text editing screen area in which a second user, having a lower security clearance level than the first user, can type text for a note relating to a first one of the client matters for a first client, the text including a plurality of terms;
• the server being configured to receive a phrase of text for a note relating to the first matter, the phrase including multiple terms;
• the server being configured to compare terms to the buzzwords, and, in response to a term matching a buzzword, indicate that the matching term is a buzzword in a pop-up to the second user, on the first workstation, substantially immediately after the term is typed in the text editing screen;
• the server being configured to display the descriptive page associated with the typed buzzword on the first workstation in response to the user interacting with the buzzword indicating area of the user interface;
• the server being configured to provide to the first workstation a user-fillable intake form having a plurality of questions;
• and
• the server being configured to receive answers to the questions and indicating, at the first workstation, desirability of accepting the first client for the new service.