A computerized docketing system for legal matters, comprising a database operatively arranged to store information related to the legal matters, including actions to be taken with respect to the legal matters, and due dates associated with the actions to be taken, an arithmetic logic unit operatively arranged to scan the database, compare each of the due dates with a reference date, and classify the due dates according to proximity of each of the due dates to the reference date, and, means for displaying different classifications of the due dates in different colors for the purpose of alerting a user of the system of matters requiring attention. A computerized method and apparatus for comparing two dates and alerting user of impending due date by changing color of one of the two dates. The method includes the steps of storing information related to a first date in a database, displaying the information related to the first date in a first color, programming a relationship between the first date and a second date via a user interface, comparing the first date and second date to determine if the programmed relationship is satisfied, and displaying the information related to the first date in a second color if the programmed relationship is satisfied. The apparatus includes a general purpose computer specially programmed to implement the steps of the method.
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0. 17. A method of comparing two dates, said method comprising the steps of:
a) storing information related to a first date in a database, performed by a computer;
b) displaying said information related to said first date in a first color on a calendar on a color computer monitor;
c) inputting a first time period to be associated with a second color, said inputting performed by a user via a user interface at runtime;
d) calculating a difference between said first date and a second date, wherein said second date initially antedates said first date; and,
e) changing said first color displayed by said color computer monitor to said second color when said difference is less than or equal to said first time period.
0. 27. A computerized method of comparing two dates to alert a user of a future date or event, said method comprising the steps of:
a) storing information related to a first date in a database, performed by a computer;
b) displaying said information in a first color on a calendar on a color computer monitor and said first date is fixed in time;
c) monitoring a second date as said second date approaches said first date over time, wherein said second date initially antedates said first date; and,
d) changing said first color on said color computer monitor to a second color on said color computer monitor when said second date is within a first time period relative to said first date, said first time period being programmable by said user at runtime.
0. 18. A general purpose computer specially programmed to compare two dates, comprising:
a) means for storing information related to a first date in a database;
b) an arithmetic logic unit operatively arranged to calculate a difference between said first date and a second date, wherein said second date initially antedates said first date;
c) means for inputting a first time period to be associated with a second color via a user interface at runtime; and,
d) a color computer monitor operatively arranged to display said information related to said first date in a first color on a calendar and then display said information related to said first date in a second color on said calendar when said difference is less than or equal to said first time period.
0. 13. A computerized method of comparing two dates to alert a user of a future date or event, said method comprising the steps of:
a) storing information in a database, performed by a computer, said information being related to a first date;
b) displaying said information in a first color on a calendar on a color computer monitor;
c) inputting a first time period to be associated with a second color, said inputting performed by said user via a user interface at runtime;
d) calculating a difference between said first date and a second date, wherein said second date initially antedates said first date; and,
e) displaying said information in said second color on said calendar on said color computer monitor when said difference is less than or equal to said first time period.
0. 23. A computerized scheduling system, comprising:
a database operatively arranged to store information related to a first date;
an arithmetic logic unit operatively arranged to scan said database and compare said first date with a reference date, wherein said reference date initially antedates said first date;
means for associating a second color with a first time period via a user interface at runtime; and,
a color computer monitor operatively arranged to display said information related to said first date in a first color on a calendar, and said color computer monitor operatively arranged to change said first color to said second color when said comparison indicates that said reference date is within said first time period relative to said first date for the purpose of alerting a user of the system.
0. 34. A computerized method of comparing two dates to alert a user of a future event, said method comprising the steps of:
a) storing information in a database, performed by a computer, said information being related to a future event, said future event scheduled to occur on a first date;
b) inputting a time period, said inputting performed by said user via a user interface at runtime;
c) calculating a difference between said first date and a second date, wherein said second date initially antedates said first date; and,
d) displaying said information on a calendar on a color computer monitor, wherein said information is associated with a first color when said difference is greater than said time period, and said information is associated with a second color when said difference is less than or equal to said time period.
12. A computerized docketing method for legal matters, comprising:
storing information related to said legal matters in a database, said information including actions to be taken with respect to said legal matters, and due dates associated with said actions to be taken;
receiving a time period inputted from a user via a user interface at runtime, wherein said time period is associated with a color;
scanning said database, comparing a difference between each of said actions and their respective due dates with and a reference date with said time period, and classifying said due dates actions according to proximity of each of said due dates to said reference date, as prescribed by said time period; and,
displaying different classifications of said due dates actions in different colors said color when said difference is within said time period, for the purpose of alerting a said user of said system of matters requiring attention.
0. 29. A method of alerting a user of a future date, or event associated therewith, said method comprising the steps of:
a) storing information in a database, performed by a computer, said information being related to said future date;
b) displaying said information with a first color on a calendar on a color computer monitor;
c) storing a first time period and an associated a second color, said first time period being programmable by said user at runtime;
d) comparing said future date with a reference date to determine if said reference date is within said first time period relative to said future date wherein said reference date initially antedates said future date; and,
e) changing said first color on said color computer monitor to said second color on said color computer monitor when said reference date is within said first time period relative to said future date.
0. 22. A general purpose computer specially programmed to compare two dates, comprising:
a) means for storing information related to a first date in a database;
b) an arithmetic logic unit operatively arranged to calculate a difference between said first date and a second date, wherein said second date initially antedates said first date;
c) means for inputting a first time period to be associated with said second color via a user interface at runtime; and,
d) a color computer monitor operatively arranged to display said information related to said first date in a cell of a calendar on said color computer monitor, wherein said cell has a background of said first color, and said color computer monitor is operatively arranged to change said first color of said background to said second color on said color computer monitor when said difference is less than or equal to said first time period.
1. A computerized docketing system for legal matters, comprising:
a database operatively arranged to store information related to said legal matters, including actions to be taken with respect to said legal matters, and due dates associated with said actions to be taken;
a user interface operatively arranged to receive a time period inputted from a user via said user interface at runtime, wherein said time period is associated with a color;
an arithmetic logic unit operatively arranged to scan said database, compare a difference between each of said actions and their respective due dates with and a reference date with said time period, and classify said due dates actions according to proximity of each of said respective due dates to said reference date, as prescribed by said time period; and,
means for displaying different classifications of said due dates actions in different colors said color when said difference is within said time period for the purpose of alerting a said user of said system of matters requiring attention.
2. A The computerized docketing system for legal matters as recited in
3. A The computerized docketing system for legal matters as recited in
4. A The computerized docketing system for legal matters as recited in
5. A The computerized docketing system for legal matters as recited in
6. A The computerized docketing system for legal matters as recited in
7. A The computerized docketing system for legal matters as recited in
8. A The computerized docketing system for legal matters as recited in
9. A The computerized docketing system for legal matters as recited in
10. A The computerized docketing system for legal matters as recited in
11. The computerized docketing system as recited in
0. 14. The method recited in claim 13 wherein said first date is fixed in time and said second date changes over time.
0. 15. The method recited in claim 14 wherein said second date approaches said first date over time.
16. The method recited in claim 13 wherein said displayed calendar is operatively arranged to change from said first color to said second color when said difference is less than or equal to said first time period.
0. 19. The computer recited in claim 17 wherein said first date is fixed in time and said second date changes over time.
0. 20. The computer recited in claim 19 wherein said second date approaches said first date over time.
0. 21. The computer recited in claim 18 wherein said calendar comprises a plurality of cells, wherein each said cell is operatively arranged to change from said first color to said second color when said difference is less than or equal to said first time period.
0. 24. The computerized scheduling system of claim 23 wherein said calendar comprises a plurality of days represented by cells arranged to change color as said reference date approaches said first date.
0. 25. The computerized scheduling system of claim 23 wherein said means for displaying said information further comprises a report in the form of a color-coded calendar printed on paper.
0. 26. The computerized scheduling system of claim 23 wherein said first and second colors are different from each other and selected from the group consisting of red, yellow, and green.
0. 28. The computerized method of comparing two dates as recited in claim 27 wherein said first color of said cell is in the form of a border or a background of a cell of said calendar.
0. 30. The method recited in claim 29 wherein said associated second color is programmable by said user at runtime via a user interface.
0. 31. The method recited in claim 29 wherein the step of displaying said information with a first color comprises displaying said information and said first color in a cell within said calendar on said display, wherein said first color forms a border or a background of the cell.
0. 32. The method recited in claim 29 further comprising the steps of:
f) storing a second time period to be associated with a third color, said second time period being programmable by said user at runtime;
g) comparing said future date with said reference date to determine if said reference date is within said second time period relative to said first date; and,
h) changing said second color to said third color when said reference date is within said second time period relative to said first date, wherein said second time period is shorter than said first time period.
0. 33. The method recited in claim 29 wherein the reference date equals the date on which the step of comparing said future date with said reference date is performed, which step is performed at least daily.
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This patent contains a microfiche appendix containing 7 microfiche having 594 frames. The microfiche is intended to be a part of the written description pursuant to 35 U.S.C. 112.
In 1997, the United States Patent and Trademark Office (USPTO) received 237,045 patent applications and 224,355 trademark applications. In the same year, the USPTO issued 122,977 patents and registered 112,509 trademarks. Also in 1997, the United States Copyright Office registered more than 600,000 copyrights. In general, the number of patent and trademark application filings has increased over time, and this trend is likely to continue. Although many copyright applications for registration are filed pro se, most patent and trademark applications are prepared, filed and prosecuted by attorneys, patent attorneys and patent agents.
Of the approximately 1,000,000 lawyers now practicing in the United States, fewer than 23,000 were registered to practice patent law before the United States Patent and Trademark Office (as of May, 1999). With technology advancing at a rapid pace, and so few attorneys available to prepare and prosecute the ever-increasing number of patent applications to protect the technology, it is no surprise that most patent and trademark attorneys (and patent agents), and their associated law firms and companies, are often responsible for handling a large number of cases.
In practicing intellectual property law, practitioners are confronted, in each case, with meeting a bewildering number of due dates, many of which are critical. These myriad due dates are prescribed by Title 15 of the United States Code (for trademark matters), Title 17 of the United States Code (for copyright matters), and Title 35 of the United States Code (for patent matters). Additional deadlines are imposed by the Code of Federal Regulations (e.g., Title 37 of the Code of Federal Regulations which applies to patent and trademark matters), the Federal Rules of Civil Procedure, and various published Court rules. Yet other deadlines are imposed by clients or by corporate business objectives.
Each patent or trademark application handled by an attorney requires the docketing and meeting of a plurality of deadlines. For example, a typical utility patent application may impose a dozen or more time deadlines on a practitioner over the course of its prosecution. While some due dates may merely be reminders to take some action, others are critical deadlines (i.e, prescribed by statute) and failure to timely act prior to these so-called “statutory bar dates” may result in the loss of valuable intellectual property rights or in a legal malpractice claim against the practitioner. As noted by one practitioner, “According to Anthony Greene of Herbert L. Jamison & Co., LLC., West Orange, N.J., the failure to properly docket the multiplicity of patent and trademark due dates in even a modest IP practice is one of the major sources of IP malpractice claims. It has been widely speculated that this area of malpractice will grow as larger general practice firms, without previous experience in patents and trademarks, enter the IP field.” Richard C. Woodbridge and Paul A. Gardon, “Selecting an IP Docket Management System”, Intellectual Property Today, p. 25, Omega Communications, Inc., January 1999.
Typical actions, which may be docketed and performed by a practitioner in evaluating an invention for patentability, preparing, filing and prosecuting a utility patent application, or in tracking actions anticipated to be taken by the Patent Office, are as follows:
A similar number of actions are tracked and docketed for trademark matters, and a lesser number of actions (i.e., renewals) are tracked for copyrights. Similar actions are also tracked for foreign matters (patent and trademark applications filed in foreign countries), and in inter partes proceedings (e.g., trademark oppositions and cancellation proceedings). It is clear, then, that even a relatively small law firm or company handling a portfolio of just a few hundred cases can easily be confronted with tracking and docketing tens of thousands of due dates for actions to be taken, either by the practitioner or the Patent Office. Large firms or companies may be faced with docketing more than a hundred thousand dues dates and actions.
In earlier times, patent and trademark attorneys relied on manual docketing systems which involved complicated manual ledger and/or tickler systems for tracking actions to be taken and deadlines to be met. These systems required constant attention and vigilance, highly trained docketing clerks and administrators, and direct supervision by attorneys. Often, the systems included redundancy to ensure that dates were not missed, which redundancy provided added protection at the expense of efficiency. Obviously, any manual system cannot be operated flawlessly. All humans make mistakes. Moreover, the opportunity for error increases as the number of files being maintained increases. Despite well-documented procedures, cross-checking and vigilance, all manual systems are susceptible to failure. They are especially problematic when employees leave, and new employees are forced to learn the system.
An obvious approach to solving the docketing problem is to use a computer to track pertinent dates and actions. Several companies now offer intellectual property (IP) docketing software products. These include Computer Packages, Inc. of Rockville, Md.; Flextrac Systems, Inc. of Denver, Colo.; Intellectual Property Network of Chicago, Ill.; MAG Systems of Pacifica, Calif.; Master Data Center of Southfield, Mich.; OP Solutions, Inc. of New York, N.Y.; Jamieson & Associates, Inc. of Arlington, Va.; Patrix AB of Goteborg, Sweden; Olcott International & Co. of Weehawken, N.J.; and LegalStar, Inc. of Williamsville, N.Y. (the assignee of this patent). Others have patented docketing software packages (see, e.g., U.S. Pat. No. 5,329,447 (Leedom, Jr.) “High Integrity Computer Implemented Docketing System”; U.S. Pat. No. 5,175,681 (Iwai et al.), “Computerized System for Managing Preparation and Prosecution of Applications in Various Countries for Protection of Industrial Property Rights”).
All commercially available IP docketing software products enable users to keep track of actions and due dates associated therewith. Some automatically calculate certain due dates for actions to be taken or annuities, maintenance fees, taxes, or other fees to be paid. Some also are preprogrammed with the laws and rules of multiple countries. All commercially available products provide “docket reports” detailing (usually in chronological order) actions required to be taken by a responsible attorney. Often, these reports are compiled and printed on a periodic basis (e.g., weekly) and distributed to responsible attorneys. In a well-designed system, a docket administrator or managing attorney will also receive a “master” docket report, to monitor all critical due dates.
Although all commercially available computer software docketing programs track actions, due dates and provide reports, they all (except LegalStar's product) suffer one serious disadvantage—they rely on responsible attorneys to read the reports and take appropriate action. If an attorney is away from the office, he or she may not receive a report or take appropriate action. The reports are also sometimes ineffective at communicating critical dates, since statutory bar dates are often commingled with non-critical due dates and reminder dates.
What is needed, then, is a docketing computer program for intellectual property legal matters that automatically scans all critical due dates in a database, compares these dates with some reference date (e.g., the date the scan is done) and displays a graphical, color-coded alert to warn of impending critical due dates.
The present invention comprises a computerized docketing system for legal matters, comprising a database operatively arranged to store information related to the legal matters, including actions to be taken with respect to the legal matters, and due dates associated with the actions to be taken, an arithmetic logic unit operatively arranged to scan the database, compare each of the due dates with a reference date, and classify the due dates according to proximity of each of the due dates to the reference date, and, means for displaying different classifications of the due dates in different colors for the purpose of alerting a user of the system of matters requiring attention.
A primary object of the invention is to provide a computerized docketing system for legal matters that alerts users to critical deadlines with a color-coded graphical display.
A secondary object of the invention is to provide a computerized docketing system for legal matters that uses the color green to indicate legal matters under control; the color yellow to indicate legal matters requiring attention in the near term; and the color red to indicate legal matters requiring urgent attention.
These and other objects, features and advantages of the present invention will become readily apparent to those having ordinary skill in the art upon a reading of the specification and claims in view of the appended drawings, screen captures and code.
The file of this patent contains at least one drawing executed in color. Copies of this patent with color drawing(s) will be provided by the Patent and Trademark Office upon request and payment of the necessary fee.
FIG. 11 is a screen capture of a representative “Change SBD Settings” utility as shown in FIG. 9;
FIG. 12A is a screen capture of a representative calendar report, showing a color-coded bordered cell indicating an event is within a “yellow” time range;
FIG. 12B is a screen capture of the representative calendar report shown in FIG. 12A, showing the color-coded bordered cell indicating the event is within a “red” time range;
FIG. 13A is a screen capture of a representative calendar report, showing a color-coded background of a cell indicating an event is within a “yellow” time range; and,
FIG. 13B is a screen capture of the representative calendar report shown in FIG. 13A, showing the color-coded background of the cell indicating the event is within a “red” time range.
The present invention is intended to function as an invaluable aid to intellectual property law practitioners in tracking actions and docketing due dates associated with the practice of law. Although all docketing and calendaring computer programs track actions and due dates, and print various reports, the prior art programs rely on the user to read the reports and note critical deadlines. As a result, due dates are most often missed, not because of a computer error, but because a practitioner was inattentive, or was using an outdated docket report. The present invention uniquely uses a color coded graphical display which is continuously updated to alert practitioners to pending and imminent deadlines.
To facilitate a better understanding of the invention, it is helpful to know the following definitions used in the description of the invention:
Our description begins with an overview of the program, known commercially as IP LegalDock™, and developed and distributed by LegalStar, Inc. of Williamsville, N.Y., the assignee of this patent.
Main Menu (
Upon launch of the program, the user (e.g., a docketing administrator in a law firm) first views the main menu screen shown as a screen capture in
From the main menu, the administrator can also access the StarBar, discussed infra, and the System Setup module for setting up various system parameters (e.g., security settings, law firm name, user names, etc.).
Assuming a user selected the IP LegalDock Ex Parte option, the next screen that would appear is the User Verification Screen, shown in
User Verification Screen (
For security purposes, only authorized users are allowed to access the docketing program. The System Setup screen (not shown) is used to set user security levels. For example, some users are given full read/write ability, whereas others are given read only ability. In a typical installation, a docketing administrator would be given full read/write authority, while responsible attorneys would be given read only authority. Thus, a docketing administrator could modify due dates and docket actions, but an attorney could only browse docket actions screens without being able to change any due dates, etc. The user verification screen shown in
Color-Coded Graphical Display of Critical Due Dates (StarBar) (
The StarBar of the present invention uniquely solves these problems. The StarBar is in the form of a spreadsheet. Each cell in the spreadsheet represents an action docketed by the program. In a preferred embodiment, a red-yellow-green color scheme is used for the cells, although other colors could obviously also be used. The color green is used to indicate the absence of a critical due date in the near future. The color yellow is used to indicate an imminent critical due date. The color red is used to indicate an urgent critical due date. The time periods for “imminent” and “urgent” status may be programmed by the docketing administrator, and may vary from law firm to law firm. For example, some practitioners might want to trigger yellow alarms when a critical due date is within three weeks of the current date, and red alarms when a critical due date is within one week of the current date. More conservative practitioners might use longer time periods.
The StarBar may be accessed either from the Main Menu or from the File or Action screens. Each time the StarBar is accessed, the program scans all critical due dates in the database and compares each of these due dates with a reference date. In a preferred embodiment, the reference date is set to be the date the scan is performed, but the reference date can be any date. If a critical due date is found to be within the “yellow” or “red” alert time range, a cell in the StarBar changes color from green to yellow or red, respectively. The matter number associated with the action triggering the alarm appears in the cell (in a preferred embodiment, the due date also appears in the cell). The user can then click on the cell and the program automatically displays the action screen for the matter triggering the alarm. As an added conveniences, the LegalStar logo on the action screen also turns color (red or yellow), as does the cell in the action screen containing the critical due date triggering the alarm. To remove the alarm, and change the StarBar triggering cell back to green, the docketing administrator must enter a removal date in the column and row associated with the critical due date. In a preferred embodiment, the cells in the StarBar are arranged in descending critical due date order from top to bottom and from left to right, although any order (including random) can be used. As an added precaution, the StarBar screen is always launched when one leaves the Main Menu and attempts to view an Action or File screen. Thus, docketing administrators and attorneys are forced to notice critical due dates whenever using the program.
It should be appreciated that the present invention, in a preferred embodiment, uses a spreadsheet-like display of the color-coded classification of due dates. However, the invention as claimed can obviously take the form of other embodiments. For example, it is envisioned that the computer program can provide a color-coded calendar report as output. This report would be in the form of a conventional calendar having bordered squares as representative of days in a month. The borders of the squares, or the background of the squares can be color-coded to indicate criticality of due dates for particular days. Alternatively, the printing of words on docket reports can be color-coded. For example, statutory bar dates could be printed in red if the due date is within a predetermined time of a reference date. They could be printed in yellow if they fall within a second predetermined time. The display means of the claims, then, are intended to comprise conventional color-computer monitor displays, but also printed color displays (e.g., on paper) as well.
Upon leaving the StarBar screen, a user would next logically enter the File Screen, shown in
File Screen (
The file screen is used to enter and track information and data related to a matter to be docketed. In the representative ex parte trademark screen shown in
Action Screen (
The action screen is used to enter and track actions to be docketed. The actions can be either actions required to be taken by a practitioner or expected to be taken by a government agency (e.g., the PTO). As seen in
Periodically, a docket administrator would typically use the program to print one or more different types of docket reports. This is done by accessing the Reports screen shown in
Reports Screen (
As seen in
Lists Screen (
The program stores various information about foreign law firms, assignees, clients, country information, and actions preprogrammed in various countries. Various “lists” of this information can be accessed by clicking on the “Lists” tab at the bottom of any screen. In
Utilities (
Thus it is seen that the objects of the invention are efficiently obtained. While the present invention has been disclosed in terms of the preferred embodiment in order to facilitate understanding of the invention, it should be appreciated that the invention can be embodied in various forms without departing from the principle or scope of the invention set forth in the appended claims.
Simpson, Michael J., Simpson, Robert P., Perrello, William S.
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