Document Imaging and Management System for Paperless Workflow
AssigneeExecutive Data Systems, Inc.
InventorsJohn Duncan, Carl Williams, Ramon Caudet
Life of this patent
Estimating the term…
Abstract
A document imaging and management system, including a device for imaging at least one document having at least one computer-readable identifier, a database including a plurality of rules for managing documents and tasks, a processor, software executing on the processor for reading the computer-readable identifier, software executing on the processor for routing the imaged document based on the identifier, and software executing on the processor for determining a task associated with the document based on the identifier and at least one of the plurality of rules.
Claims28
A document imaging and management system, comprising:
- a device for imaging at least one document having at least one computer-readable identifier;
- a database including a plurality of rules for managing documents and tasks;
- a processor;
- software executing on said processor for reading the computer-readable identifier;
- software executing on said processor for routing the imaged document based on the identifier;
- and
- software executing on said processor for determining at least one task associated with the document based on the identifier and at least one of the plurality of rules.
A method for imaging and managing documents, comprising the steps of:
- imaging a document, the document including at least one computer-readable identifier;
- interpreting the identifier;
- routing the document to one or more clients based on the identifier;
- and
- determining at least one task associated with the document based on the identifier and at least one rule.
A method for imaging and managing documents, comprising the steps of:
- generating a matter profile;
- generating one or more tasks for the matter profile based on at least one rule;
- receiving and imaging at least one document having a computer-readable identifier;
- identifying at least one of the one or more tasks associated with the at least one document based on the identifier;
- and
- routing the at least one document based on the identifier.
Dependencies are inferred from the claim text.