Method and system for the management of professional services project information
First Claim
1. A computing system for enhancing the portability of data between distributed applications, the computing system comprising:
- a computer network;
a plurality of distributed applications providing data in a plurality of proprietary formats;
a database connected with the plurality of distributed applications via the computer network, the database comprising a plurality of hierarchical tiers, wherein;
a first tier of the plurality of hierarchical tiers comprises client-identifying information,a second tier of the plurality of hierarchical tiers comprises matter-identifying information, anda third tier of the plurality of hierarchical tiers comprises event-identifying information; and
a server computer comprising one or more processors and one or more non-transitory computer-readable media storing instructions that, when executed by at least one of the one or more processors, cause the server computer to perform operations comprising;
receiving, via the computer network, first data from a first distributed application of the plurality of distributed applications, the first data comprising first client-identifying information and first matter-identifying information;
determining whether a first format the first data is compliant with an application-independent data standard;
when the first format is not compliant with the application-independent data standard,retrieving the first data using a first data query corresponding to the first distributed application;
converting the first data into a format compliant with the application-independent data standard; and
when the first format is compliant with the application-independent data standard, not performing the retrieving and the converting of the first data;
receiving, via the computer network, second data from a second distributed application of the plurality of distributed applications, the second data comprising second client-identifying information and second matter-identifying information;
determining whether a second format of the second data is compliant with the application-independent data standard;
when the second format is not compliant with the application-independent data standard,retrieving the second data using a second data query corresponding to the second distributed application, andconverting the second data into the format compliant with the application-independent data standard;
when the second format is compliant with the application-independent data standard, not performing the retrieving and the converting of the second data;
generating combined client-matter information by combining the first data and the second data;
storing the combined client-matter information in the plurality of hierarchical tiers of the database, wherein client-identifying information of the combined client-matter information is stored in the first tier, and matter-identifying information is stored in the second tier;
receiving, via the computer network, third data from a third distributed application of the plurality of distributed applications, the third data comprising event information relating to the combined client-matter information;
determining whether a third format of the third data is compliant with the application-independent data standard;
when the third format is not compliant with the application-independent data standard,retrieving the third data using a third data query corresponding to the third distributed application, andconverting the third data into the format compliant with the application-independent data standard;
when the third format is compliant with the application-independent data standard, not performing the retrieving and the converting of the third data;
storing the third data in the database in relation to the combined client-matter information;
generating a hierarchical view representing the combined client-matter information, the hierarchical view comprising a client view, a matter view, and an event view, wherein;
at least a portion of the first data or at least a portion of the second data is displayed in the client view based on the first data and the second data being associated with the first tier of the hierarchical database,at least a portion of the first data or at least a portion of the second data is displayed in the matter view based on the first data and the second data being associated with the second tier of the hierarchical database, andat least a portion of the third data is displayed in the event view based on the third data being associated with the with the third tier of the hierarchical database;
displaying the hierarchical view, wherein the client view is located at a first tier of the hierarchical view, the matter view is located at a second tier of the hierarchical view, and the event view located at a third tier of the hierarchical view; and
serving the hierarchical view to a plurality of web applications via a virtual private network interface.
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Abstract
A method and system are provided for the transfer and/or aggregation of data and, in particular, integrating data used in managing a professional services practice. The invention preferably transfers and/or aggregates data relating to the identity of clients and matters for whom professional services are being rendered with data relating to the work which data may be maintained in inconsistent, proprietary formats, comprising one or more of the following types of information: accounting; budgeting; docketing; time and billing: work product; word processing; records; project management; and/or other information relating to the professional services. The system of the present invention preferably comprises data storage and data processing means adapted to use the data in substantially portable and/or application-independent format, and/or and transfer or aggregate data between common, and/or proprietary data formats.
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Citations
9 Claims
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1. A computing system for enhancing the portability of data between distributed applications, the computing system comprising:
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a computer network; a plurality of distributed applications providing data in a plurality of proprietary formats; a database connected with the plurality of distributed applications via the computer network, the database comprising a plurality of hierarchical tiers, wherein; a first tier of the plurality of hierarchical tiers comprises client-identifying information, a second tier of the plurality of hierarchical tiers comprises matter-identifying information, and a third tier of the plurality of hierarchical tiers comprises event-identifying information; and a server computer comprising one or more processors and one or more non-transitory computer-readable media storing instructions that, when executed by at least one of the one or more processors, cause the server computer to perform operations comprising; receiving, via the computer network, first data from a first distributed application of the plurality of distributed applications, the first data comprising first client-identifying information and first matter-identifying information; determining whether a first format the first data is compliant with an application-independent data standard; when the first format is not compliant with the application-independent data standard, retrieving the first data using a first data query corresponding to the first distributed application; converting the first data into a format compliant with the application-independent data standard; and when the first format is compliant with the application-independent data standard, not performing the retrieving and the converting of the first data; receiving, via the computer network, second data from a second distributed application of the plurality of distributed applications, the second data comprising second client-identifying information and second matter-identifying information; determining whether a second format of the second data is compliant with the application-independent data standard; when the second format is not compliant with the application-independent data standard, retrieving the second data using a second data query corresponding to the second distributed application, and converting the second data into the format compliant with the application-independent data standard; when the second format is compliant with the application-independent data standard, not performing the retrieving and the converting of the second data; generating combined client-matter information by combining the first data and the second data; storing the combined client-matter information in the plurality of hierarchical tiers of the database, wherein client-identifying information of the combined client-matter information is stored in the first tier, and matter-identifying information is stored in the second tier; receiving, via the computer network, third data from a third distributed application of the plurality of distributed applications, the third data comprising event information relating to the combined client-matter information; determining whether a third format of the third data is compliant with the application-independent data standard; when the third format is not compliant with the application-independent data standard, retrieving the third data using a third data query corresponding to the third distributed application, and converting the third data into the format compliant with the application-independent data standard; when the third format is compliant with the application-independent data standard, not performing the retrieving and the converting of the third data; storing the third data in the database in relation to the combined client-matter information; generating a hierarchical view representing the combined client-matter information, the hierarchical view comprising a client view, a matter view, and an event view, wherein; at least a portion of the first data or at least a portion of the second data is displayed in the client view based on the first data and the second data being associated with the first tier of the hierarchical database, at least a portion of the first data or at least a portion of the second data is displayed in the matter view based on the first data and the second data being associated with the second tier of the hierarchical database, and at least a portion of the third data is displayed in the event view based on the third data being associated with the with the third tier of the hierarchical database; displaying the hierarchical view, wherein the client view is located at a first tier of the hierarchical view, the matter view is located at a second tier of the hierarchical view, and the event view located at a third tier of the hierarchical view; and serving the hierarchical view to a plurality of web applications via a virtual private network interface. - View Dependent Claims (2, 3, 4)
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5. A non-transitory computer-readable medium storing instructions that, when executed by at least one processor of a computing system, cause the computing system to perform operations comprising:
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receiving, via the computer network, first data from a first distributed application of the plurality of distributed applications, the first data comprising first client-identifying information and first matter-identifying information; determining whether a first format the first data is compliant with an application-independent data standard; when the first format is not compliant with the application-independent data standard, retrieving the first data using a first data query corresponding to the first distributed application; converting the first data into a format compliant with the application-independent data standard; and when the first format is compliant with the application-independent data standard, not performing the retrieving and the converting of the first data; receiving, via the computer network, second data from a second distributed application of the plurality of distributed applications, the second data comprising second client-identifying information and second matter-identifying information; determining whether a second format of the second data is compliant with the application-independent data standard; when the second format is not compliant with the application-independent data standard, retrieving the second data using a second data query corresponding to the second distributed application, and converting the second data into the format compliant with the application-independent data standard; when the second format is compliant with the application-independent data standard, not performing the retrieving and the converting of the second data; generating combined client-matter information by combining the first data and the second data; storing the combined client-matter information in the plurality of hierarchical tiers of the database, wherein client-identifying information of the combined client-matter information is stored in the first tier, and matter-identifying information is stored in the second tier; receiving, via the computer network, third data from a third distributed application of the plurality of distributed applications, the third data comprising event information relating to the combined client-matter information; determining whether a third format of the third data is compliant with the application-independent data standard; when the third format is not compliant with the application-independent data standard, retrieving the third data using a third data query corresponding to the third distributed application, and converting the third data into the format compliant with the application-independent data standard; when the third format is compliant with the application-independent data standard, not performing the retrieving and the converting of the third data; storing the third data in the database in relation to the combined client-matter information; generating a hierarchical view representing the combined client-matter information, the hierarchical view comprising a client view, a matter view, and an event view, wherein; at least a portion of the first data or at least a portion of the second data is displayed in the client view based on the first data and the second data being associated with the first tier of the hierarchical database, at least a portion of the first data or at least a portion of the second data is displayed in the matter view based on the first data and the second data being associated with the second tier of the hierarchical database, and at least a portion of the third data is displayed in the event view based on the third data being associated with the with the third tier of the hierarchical database; displaying the hierarchical view, wherein the client view is located at a first tier of the hierarchical view, the matter view is located at a second tier of the hierarchical view, and the event view located at a third tier of the hierarchical view; and serving the hierarchical view to a plurality of web applications via a virtual private network interface. - View Dependent Claims (6, 7, 8)
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9. A computing system for enhancing the portability of data between distributed applications, the computing system comprising:
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a plurality of distributed applications providing data in a plurality of proprietary formats; a database connected with the plurality of applications, the database comprising a plurality of hierarchical tiers, wherein a first tier of the plurality of hierarchical tiers comprises client-identifying information, a second tier of the plurality of hierarchical tiers comprises matter-identifying information, a third tier of the plurality of hierarchical tiers comprises event-identifying information; and a computing system comprising a processor and a non-transitory computer-readable media device storing instructions that, when executed by the processor, cause the computing system to perform operations comprising; receiving first data from a first application of the plurality of applications, the first data comprising first client-identifying information and a first matter-identifying information; determining that a first format the first data is not compliant with the application-independent data standard; converting the first data into a format compliant with the application-independent data standard using a first database query corresponding to the first distributed application; and receiving second data from a second application of the plurality of applications, the second data comprising the second client-identifying information and the second matter-identifying information; determining that a second format of the second data is not compliant with the application-independent data standard; converting the second data into the format compliant with the application-independent data standard using a second database query corresponding to the second distributed application; generating combined client-matter information by combining the first data and the second data; storing the combined client-matter data in the plurality of hierarchical tiers of the database, wherein client-identifying information of the combined client-matter data is stored in the first tier, and matter-identifying information is stored in the second tier; receiving third data from a third application of the plurality of applications, the third data comprising event information relating to the client-matter information; storing the third data in the database in relation to the combined client-matter information; generating a hierarchical view representing the combined client-matter information, the hierarchical view comprising a client view, a matter view, and an event view, wherein; at least a portion of the first data or at least a portion of the second data are displayed in the client view based on the first data and the second data being associated with the first tier of the hierarchical database, at least a portion of the first data or at least a portion of the second data are displayed in the matter view based on the first data and the second data being associated with the second tier of the hierarchical database, and at least a portion of the third data is displayed in the event view based on the third data being associated with the with the third tier of the hierarchical database in relation to the combined client-matter information; and serving the hierarchical view one or more web applications via the network.
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Specification