Collaborative contract management system, apparatus and method

• US 20040085355A1
• Filed: 10/31/2002
• Published: 05/06/2004
• Est. Priority Date: 10/31/2002
• Status: Abandoned Application

• Current Assignee: Gray Cary Ware & Freidenrich LLP
• Original Assignee: Gray Cary Ware & Freidenrich LLP
• Inventors: Tominna, Michael Faik, Harmes, Jeffrey E., Jensen, David Keith
• Application Number:
  US10/286,392
• Publication Number:
  US 20040085355A1
• Time in Patent Office: Days
• US Class Current: 345/751
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A collaborative contract management system integrates the collaborative creation of contract documents, the collaborative negotiation of the contents of those documents, and the management of executed contracts, thereby enabling multiple parallel users to work collectively on the creation, negotiation, and management of contracts. The multiple parallel users communicate with a contract server to access a database containing electronic contracts documents arranged into a plurality of files based on a contract status. A graphical user interface presented through a display at any active user terminal includes graphical representations of the files. The multiple parallel users can easily navigate through the database using the graphical user interface to create and view contract documents, view relationships between contract documents, track versions of contracts, access documents for editing, copying, or annotating during negotiation, track executed documents, and otherwise manage executed contracts.

Claims

1. A system for the collaborative creation, negotiation, and management of contracts, comprising:

a database implemented in a memory and comprising a plurality of electronic contract documents, each electronic contract document associated with a contract category of a plurality of contract categories;

a plurality of user terminals;

a communication means for coupling the plurality of user terminals to the database; and

means for providing at the plurality of terminals a graphical user interface (GUI) with graphics representing an association between the plurality of electronic contract documents and the plurality of contract categories.

2. The system of claim 1, wherein the GUI includes file graphics representing the plurality of contract categories.

3. The system of claim 2, wherein the GUI further comprises document graphics representing the electronic contract documents.

4. The system of claim 3, wherein the plurality of contract categories includes a contract forms category, an active contracts category and an executed contracts category.

6. The system of claim 4, further comprising a contract server, the communication means further for connecting the contract server to the database and the plurality of user terminals, the contract server comprising a processor for executing commands received from the plurality of user terminals.

7. The system of claim 6, wherein at least one of the plurality of terminals is an active user terminal, the communications means includes a wide area network, and the contract server provides commands for producing the GUI through a Web browser application running on the active user terminal in response to messages sent from the active user terminal.

8. The system of claim 7, wherein the file graphics comprise:

a contract forms icon representing the contract form category;

an active contracts icon representing the active contracts category;

and, an executed contracts icon representing the executed contracts category.

5. The system of 4, wherein the electronic contract documents associated with the executed contracts category comprise:

an electronic word processing document that can be edited by a word processing application; and

an image document representing an executed contract corresponding to the electronic word processing document.

9. A system for the collaborative creation, negotiation, and management of contracts, comprising:

a memory;

database implemented in the memory for storing a plurality of electronic contract documents associated with an organization, each electronic contract document associated with a contract category of a plurality of contract categories, the plurality of contract categories comprising at least a contract forms category, an active contracts category and an executed contracts category, the plurality of electronic contract documents comprising a contract form document associated with the contracts forms category, an active contract document associated with the active contracts category and an executed contract associated with the executed contract category;

a plurality of user terminals;

each of the plurality of user terminals for providing a graphical user interface (GUI) including graphics representing an association between the electronic contract documents and the plurality of contract categories;

a contract server connected to the database, the contract server for communicating with the plurality of user terminals and providing access to a selected electronic contract document in response to user commands entered through an input device connected to an active user terminal; and

a communication network for connecting the contract server with the plurality of user terminals.

10. The system of claim 9, the contract server for generating graphic instructions for producing the GUI through a Web browser application running on the active user terminal in response to the commands received from the active user terminal.

11. A contract management server comprising:

a memory comprising a plurality of electronic contract documents, each electronic document associated with a contract category of a plurality of contract categories; and

a processor for generating graphics instructions to provide a graphic user interface when received at a user terminal, the graphical user interface (GUI) comprising graphics representing an association between the plurality of electronic contract documents and the plurality of contract categories.

12. The server of claim 11, further comprising a communication interface for transmitting the graphics instructions through a communication network to the user terminal.

13. The server of claim 12, wherein the GUI includes file graphics representing the plurality of contract categories.

14. The server of claim 13, wherein the GUI further comprises document graphics representing the electronic contract documents.

15. The server of claim 14, wherein the plurality of contract categories includes a contract forms category, an active contracts category and an executed contracts category.

16. The server of claim 15, wherein the electronic contract documents associated with the executed contracts category comprise:

an electronic word processing document that can be edited by a word processing application; and

an image document representing an executed contract corresponding to the electronic word processing document.

17. The server of claim 15, the processor for executing commands received from the user terminal through the communication interface.

18. The server of claim 17, the processor for providing graphics instructions for producing the GUI through a Web browser application running on an active user terminal in response to the commands.

19. The server of claim 18, wherein the file graphics comprise:

a contract forms icon representing the contract form category;

an active contracts icon representing the active contracts category; and

an executed contracts icon representing the executed contracts category.

20. The server of claim 19, wherein the commands are initiated by an input device connected to the user terminal, the contract server providing access to the electronic contract documents associated with a selected contract category of the plurality of contract categories in response to the user commands entered through the input device indicating the selected category.

21. The server of claim 20, wherein the user commands comprise an identification of a selected file of the file graphics.

22. The server of claim 21, wherein at least some of the plurality electronic documents include annotations.

23. A method for collaboratively creating, negotiating, and managing contracts associated with an organization, the method comprising:

storing a plurality of electronic contract documents, each electronic document associated with a contract category of a plurality contract categories; and

providing a graphical user interface (GUI) including file graphics representing the plurality contract categories to a user.

24. The method of claim 23, wherein the GUI includes file graphics representing the plurality of contract categories.

25. The method of claim 24, wherein the GUI further comprises document graphics representing the electronic contract documents.

26. The method of claim 25, further comprising, in response to user commands entered through an input device at a user terminal, providing the document graphics representing electronic contracts documents associated with a selected contract category of the plurality of contract categories.

27. The method of claim 26, wherein the contract categories comprise:

a form contract category classifying contract form documents used for preparing a contract;

an executed contract category classifying executed contract documents; and

an active contract category classifying active contracts documents in a state of completion between the form status and the executed status.

28. The method of claim 27, wherein the executed contract category comprises:

an in-effect status classifying executed contract documents legally binding on at least one party; and

an expired status classifying executed contract documents lacking legal obligations on any party.

29. The method of claim 27, wherein the providing document graphics representing electronic contracts documents comprises transmitting, through a communication network, graphics instructions invoking generation of the document graphics at a user terminal.

30. The method of claim 27, wherein the electronic contract documents associated with the executed contracts category comprise:

an electronic word processing document that can be edited by a word processing application; and

an image document representing an executed contract corresponding to the electronic word processing document.

31. The method of claim 27, further comprising executing commands received from the user terminal through the communication interface.

32. The method of claim 31, wherein the file graphics comprise:

a contract forms icon representing the contract form category;

an active contracts icon representing the active contracts category; and

an executed contracts icon representing the executed contracts category.

33. The method of claim 31, wherein the commands are initiated by an input device connected to the user terminal, the contract server providing access to the electronic contract documents associated with a selected contract category of the plurality of contract categories in response to the user commands entered through the input device indicating the selected category.

34. The method of claim 33, wherein the user commands comprise an identification of a selected file of the file graphics.

35. A method in accordance with claim 34, wherein at least some of the plurality electronic documents include annotations.

36. A graphical user interface for use in a system for collaborative creation, negotiation, and management of contracts, comprising:

file graphics representing a plurality of contract categories of contracts of an organization and comprising a contract forms category, an active contracts category and an executed contracts category; and

document graphics representing a plurality of electronic contract documents, the graphic user interface indicating an association between each of the electronic contract documents and a contract category of the plurality of contract categories.

37. The graphical user interface of claim 36, wherein:

the contract forms category classifies contract form documents used for preparing a contract;

the executed contract category classifies executed contract documents; and

the active contract category classifies active contracts documents in a state of completion between the contract forms category and the executed contract category.

38. The graphical user interface of claim 37, wherein document graphics representing the electronic contract documents associated with the executed contracts category comprise:

a word processing graphic representing an electronic word processing document that can be edited by a word processing application; and

an image document graphic representing an image document representing an executed contract corresponding to the electronic word processing document.

39. The graphical user interface of claim 38, wherein the file graphics comprise:

a contract forms icon representing the contract form category;

an active contracts icon representing the active contracts category; and

an executed contracts icon representing the executed contracts category.

40. A system for managing executed contracts, including:

a database for storing records;

a plurality of records representing executed contracts stored in the database;

at least one record of the plurality of records containing control fields representing events of an executed contract; and

,

a computer-executable notification process for accessing the at least one record and causing notification of events in response to information contained in the control fields.

41. The system of claim 40, wherein a plurality of the control fields in the at least one record represent termination events.

42. The system of claim 40, wherein a plurality of the control fields in the at least one record represent milestone events.

43. The system of claim 40, wherein a first plurality of the control fields in the at least one record represent termination events and a second plurality of the control fields in the at least one record represent milestone events.

44. The system of claim 43, further including a computer-executable messaging process linked to the notification process for dispatching messages containing notification messages to one or more identified recipients.