[58] Field of Search 364/401, 419.1,
364/402; 395/600, 650, 145, 146, 147,
148, 149
[56] References Cited
U.S. PATENT DOCUMENTS
4,503,499 3/1985 Mason et al 395/650
4,831,526 5/1989 Luchs et al 364/401
4,918,588 4/1990 Barrett et al 395/600
5,155,850 10/1992 Janis et al 395/600
5,161,214 11/1992 Addink et al 395/145
5,168,444 12/1992 Cukor et al 364/406
5,181,162 1/1993 Smith et al 364/419
5,182,705 1/1993 Barr et al 364/401
5,191,525 3/1993 LeBrun et al 364/419.1
Primary Examiner— Robert A. Weinhardt
Attorney, Agent, or Firm—Plevy & Associates
[57] ABSTRACT
A computerized system and method for managing work in process is provided. Case specific information, including information from an initial transaction is electronically entered into a database and automatically linked with a work source index which includes basic client information. Input information residing in externally generated documents is scanned into the system as images for subsequent display or conversion to textual data. As work is performed on the case, the system tracks its progress and provides a variety of support functions. An electronic activity log function maintains a record of key activities involved in the processing of work items.
27 Claims, 46 Drawing Sheets