PROFESSIONAL SERVICES TIME CAPTURING SYSTEM
First Claim
Patent Images
1. A professional services time capturing system comprising:
- at least one of a stationary computer, a portable computer and a mobile communications device; and
a software application executable on said at least one of a stationary computer, a portable computer and a mobile communications device for capturing professional services time, said software application including;
means for enabling a professional service provider to assign time to at least one client account for a communication event, andmeans for enabling a professional service provider to customize information associated with a billing entry corresponding to a communication event prior to submission of the billing entry to a back-office billing application.
1 Assignment
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Accused Products
Abstract
A system and method for capturing professional billing services and other information associated with a communication event executed or received by a stationary or portable computer or a mobile communications device. Captured information may include, without limitation, client/customer name, telephone number, email address, event start time, event end time, event billable time, amount charged for the event, billing rate, and notes/activities associated with the event. In addition, the invention enables customization of any or all of the foregoing by a professional services provider prior to issuance of a bill or invoice for professional services.
48 Citations
5 Claims
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1. A professional services time capturing system comprising:
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at least one of a stationary computer, a portable computer and a mobile communications device; and a software application executable on said at least one of a stationary computer, a portable computer and a mobile communications device for capturing professional services time, said software application including; means for enabling a professional service provider to assign time to at least one client account for a communication event, and means for enabling a professional service provider to customize information associated with a billing entry corresponding to a communication event prior to submission of the billing entry to a back-office billing application. - View Dependent Claims (2, 3, 4)
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5. A professional services call capturing system comprising:
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at least one of a stationary computer, a portable computer and a mobile communications device; and a software application executable on said at least one of a stationary computer, a portable computer and a mobile communications device for capturing professional services time, said software application including; means for querying a professional services provider to verify a telephone number from which an incoming call originates; and means for providing a professional services provider options for classifying the incoming call, including;
whether the call is from an existing client;
whether the call is from a new client;
whether the call is non-billable; and
whether the call is a personal call.
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Specification