| CPC G06F 16/11 (2019.01) [G06F 7/24 (2013.01); G06F 16/94 (2019.01); G06Q 10/10 (2013.01)] | 20 Claims |

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1. A method of managing and organizing files within a case portfolio, the method comprising the steps of:
automatically transforming, via a server in communication with a database, each of an initial plurality of files stored on the database into a machine-readable text format and a separate image-based format by scanning, via the server, each of the initial plurality of files for recognizable text, and displaying, via the server, the recognizable text from each of the initial plurality of files;
after transforming each of the initial plurality of files into the machine-readable text format, automatically displaying, via the server, a suggested date associated with at least one of the initial plurality of files based on the recognizable text;
receiving, via the image-based format, for the at least one of the initial plurality of files, a confirmation to associate the suggested date with the at least one of the initial plurality of files;
organizing, via the server, the initial plurality of files in a chronological order based on the suggested date; and
displaying, via the server, the initial plurality of files in the chronological order, such that the server provides a link between the displayed initial plurality of files in the chronological order and each document of the initial plurality of files, such that the server is configured to receive an instruction, via the displayed initial plurality of files in the chronological order, to display at least one of the initial plurality of files.
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