1. A method of managing references associated with one or more patent applications, the method comprising: associating a first matter and a second matter with a clan, wherein the first matter corresponds to a first patent application and the second matter corresponds to a second patent application; associating a first reference and a second reference with the first matter; receiving, at an interaction server, a generate command; populating, at the interaction server, a plurality of input fields of an information disclosure statement (IDS) form to create a completed IDS form, in response to receiving the generate command, wherein at least one of the plurality of input fields includes descriptive data corresponding to the first reference; generating, at the interaction server, an IDS filing package, wherein the IDS filing package includes the completed IDS form and the first reference; presenting an IDS review interface to a reviewing user, the IDS review interface comprising a representation of the completed IDS form and a representation of the first reference; presenting a set of selectable options to the reviewing user, wherein the set of selectable options includes an approve option and a reject option; receiving, from the reviewing user, a selection of the approve option; notifying a filing user that the IDS filing package is ready to be filed; receiving a remove command from the reviewing user, wherein the remove command corresponds to the second reference; presenting a set of selectable options to the reviewing user, the set of selectable options comprising a first reason for removing the second reference from the first matter and a second reason for removing the second reference from the first matter; receiving, from the reviewing user, a selection of at least one of the first and second reasons; removing the second reference from the first matter; and associating the at least one selected reason with the second reference.
1. A method of managing references associated with one or more patent applications, the method comprising: associating a first matter and a second matter with a clan, wherein the first matter corresponds to a first patent application and the second matter corresponds to a second patent application; associating a first reference and a second reference with the first matter; receiving, at an interaction server, a generate command; populating, at the interaction server, a plurality of input fields of an information disclosure statement (IDS) form to create a completed IDS form, in response to receiving the generate command, wherein at least one of the plurality of input fields includes descriptive data corresponding to the first reference; generating, at the interaction server, an IDS filing package, wherein the IDS filing package includes the completed IDS form and the first reference; presenting an IDS review interface to a reviewing user, the IDS review interface comprising a representation of the completed IDS form and a representation of the first reference; presenting a set of selectable options to the reviewing user, wherein the set of selectable options includes an approve option and a reject option; receiving, from the reviewing user, a selection of the approve option; notifying a filing user that the IDS filing package is ready to be filed; receiving a remove command from the reviewing user, wherein the remove command corresponds to the second reference; presenting a set of selectable options to the reviewing user, the set of selectable options comprising a first reason for removing the second reference from the first matter and a second reason for removing the second reference from the first matter; receiving, from the reviewing user, a selection of at least one of the first and second reasons; removing the second reference from the first matter; and associating the at least one selected reason with the second reference. 3. The method of claim 1 , wherein the reviewing user and the filing user are the same user.