Patent Document ID: 9507758
Application ID: 13935425

Base Claim:
1. A method for collaborative matter management and analysis comprising: uploading a new document to a Master File in a computer system for collaborative matter management and analysis, wherein the Master File is a document repository for a matter; creating one or more metadata fields for said new document; extracting text from said document using text recognition; populating the one or more metadata fields with Players, document type and date associated with said new document; using said document type to determine if there are related documents and generating a structural hierarchy and placeholders for said related documents, wherein the structural hierarchy is based on timing; determining from said extracted text if said new document is an evidentiary document and adding a plurality of authentication metadata fields to said one or more metadata fields for authentication if said new document is evidentiary; determining from said extracted text if said new document is a version of an existing document in the system and associating said new document with said existing document upon positive determination; identifying all citations to evidentiary documents, Master File documents and legal authority documents in the new document; and converting said citations in said new document to hyperlinks to other documents in the system.

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Claim 8:
8. The method of claim 1 , wherein said one or more metadata fields comprises: an OCR field for storing said extracted text; an Evidence Tray for storing the citations to evidentiary documents; a Master File Tray for storing the citations to Master File documents; and a Legal Authority Tray for storing the citations to legal authority documents.