CONTACT DISCOVERY LOAD BALANCING BY MATTER INVITE

摘要

Embodiments are disclosed for a “contact and matter management system” (CMMS) that standardizes contact discovery and matter asset management. The CMMS can load balance information gathering across matter participants by using matter invites, account for contact affiliation with organizations and relationships among contacts, and control and provide tools for contact inclusion and available actions in matters. The CMMS can facilitate invitations and authentications of previously known and unknown matter participants into a matter for various collaborations, such as to provide matter instructions and parameters, participant communication, document creation, sharing, or execution, etc. The CMMS can also manage relationships among contacts such as superior/subordinate relationships and can track contact roles, which can control the contacts' access to matter assets.