# US 12,182,214 B1 · Systems and methods for handling email in a customer management system > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,182,214 B1 - Document ID: US12182214B1 - Status: Granted - Kind: B1 - Application number: 18/204,668 - Filed: 2023-06-01 - Granted: 2024-12-31 - Earliest claimed: 2017-11-30 - Assignees: GrowPath, Inc. - Applicants: Growpath, LLC - Inventors: Eric Jason Sanchez; Jan Schroeder; Richard Christopher Low - Web page: https://patentgrep.com/patent/US12182214B1 ## CPC - G06F 16/9535: Search customisation based on user profiles and personalisation - G06F 16/2428: {Query predicate definition using graphical user interfaces, including menus and forms (G06F16/2423 takes precedence)} - G06F 40/169: Annotation, e.g. comment data or footnotes - G06Q 10/107: Computer-aided management of electronic mailing [e-mailing] - G06Q 30/01: Customer relationship services - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract 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. ## Claims ### Claim 1 A system comprising: a server having a system email address for receiving emails for multiple users and the server including: a processor; and a memory coupled to the processor and defining a database organized to store data for respective matters having matter numbers, the database including a notes location associated with each matter, and the database including, for respective matters, a files location for storing files other than notes; the system being configured to provide a graphical user interface to a workstation using which a user can review information relating to matters, including notes, the system being further configured, in response to receiving an email having a subject line and body, to determine whether the email is from a whitelisted domain and, if not, reject the email, and if the email is not rejected, the system being configured to route at least a portion of the non-rejected email to the notes location of the matter having the matter number that matches the number contained in the email subject line, wherein a user can access the non-rejected email pertaining to a matter from a screen showing notes for the matter; and a workstation including a display screen configured to show the graphical user interface. ### Claim 2 (depends on 1) A system in accordance with claim 1 wherein, in response to receiving an email having an attachment, if the email is not rejected, the system is further configured to rename the attachment. ### Claim 3 (depends on 1) A system in accordance with claim 1 wherein, in response to receiving an email having an attachment, if the email is not rejected, the system is further configured to rename the attachment and add the attachment to the files location of the matter having the matter number that matches the number contained in the subject line. ### Claim 4 (depends on 1) A system in accordance with claim 1 wherein the server is configured to determine if the email subject line contains a matter number matching a database matter number and, if not, reject the email. ### Claim 5 (depends on 1) A system in accordance with claim 1 wherein for respective matters the database further includes fields for a client's date of birth, language spoken, insurance company, incident state, and incident date. ### Claim 6 (depends on 1) A system in accordance with claim 1 wherein the database includes fields, for respective notes, for a note number, a user-selectable note type, an author identifier, and a body. ### Claim 7 A method comprising: providing a server having a system email address for receiving emails for multiple users, and the server 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, and the database including, for respective matters, a files location for storing files other than notes; providing, using a workstation, 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, whether the email is from an approved domain and, if not, rejecting the email; determining 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, wherein a user can access the non-rejected email pertaining to a matter directly from a screen showing notes for the matter. ### Claim 8 (depends on 7) A method in accordance with claim 7 and further comprising, in response to receiving an email having an attachment, if the email is not rejected, renaming the attachment. ### Claim 9 (depends on 7) A method in accordance with claim 7, the method further comprising, in response to receiving an email having an attachment, if the email is not rejected, renaming the attachment and adding the attachment to the files location of the matter having the matter number that corresponds to the number contained in the subject line. ### Claim 10 (depends on 7) A method in accordance with claim 7 and further comprising determining, using the server, whether the email is addressed to a system email address for the server and, if not, rejecting the email. ### Claim 11 (depends on 7) A method in accordance with claim 7 and further comprising determining, using the server, if the email subject line contains a matter number corresponding to a database matter number and, if not, rejecting the email. ### Claim 12 (depends on 7) A method in accordance with claim 7 wherein for respective matters the database further includes customer relationship management fields. ### Claim 13 (depends on 7) A method in accordance with claim 7 wherein for respective matters the database further includes law firm case management fields including fields for a customer's date of birth, insurance company, incident location, and incident date. ### Claim 14 (depends on 7) A method in accordance with claim 7 wherein the database includes fields, for respective notes, for a note number, an author identifier, and a body. ### Claim 15 (depends on 7) A method in accordance with claim 7 and further including preapproving a plurality of domains including the approved domain prior to determining whether the email is from the approved domain. ### Claim 16 A system comprising: a server having a system email address for receiving emails for multiple users, the server including: a processor; and a memory coupled to the processor and defining a database organized to store data for respective matters having matter numbers, the database including a notes location associated with each matter, and the database further includes a files location associated with respective matters for storing files other than notes; the system being configured to provide a graphical user interface to a workstation using which a user can review information relating to matters, including notes, the system being further configured, in response to receiving an email, to determine whether the email is from a whitelisted domain and, if not, reject the email, and if the email is not rejected, the system being configured to route at least a portion of the non-rejected email to the notes location of one of the matters, wherein a user can access the non-rejected email pertaining to a matter from a screen showing notes for the matter; and a workstation including a display screen configured to show the graphical user interface. ### Claim 17 (depends on 16) A system in accordance with claim 16 wherein the server determines whether the email is addressed to a system email address for the server and, if not, rejects the email. ### Claim 18 (depends on 16) A system in accordance with claim 16 wherein the server determines if the email subject line contains a matter number matching a database matter number and, if not, rejects the email. ### Claim 19 (depends on 16) A system in accordance with claim 16 wherein for respective matters the database further includes fields for a client's date of birth, insurance company, incident state, and incident date. ### Claim 20 (depends on 16) A system in accordance with claim 16 wherein the database includes fields, for respective notes, for a note number, a user-selectable note type, an author identifier, and a body.