LEGAL PROJECT MANAGEMENT SYSTEM AND METHOD

• US 20130231971A1
• Filed: 08/23/2012
• Published: 09/05/2013
• Est. Priority Date: 08/23/2011
• Status: Active Application

• Current Assignee: Christenson, John, Conda Winchester, David Rueff, Felicia Morris, Jennifer Reese, Judy Bishop, Mike Burks, Paul Davis, William Painter, Williams, Meredith
• Original Assignee: Christenson, John, Conda Winchester, David Rueff, Felicia Morris, Jennifer Reese, Judy Bishop, Mike Burks, Paul Davis, William Painter, Williams, Meredith
• Inventors: BISHOP, JUDY, Burks, Mike, Christenson, John, Davis, Paul, Morris, Felicia, Painter, William, Reese, Jennifer, Rueff, David, Williams, Meredith, Winchester, Conda
• Application Number:
  US13/593,244
• Publication Number:
  US 20130231971A1
• Time in Patent Office: Days
• US Class Current: 705/7.15
• CPC Class Codes: G06Q 10/063114 Status monitoring or status determination for a person or group

Abstract

A computer-implemented system for developing, tracking and managing legal (and other professional services) projects or matters through the Legal Project Management (LPM) process. The LPM process divides the management of a legal matter or project into three phases: Project Development; Project Execution; and Project Closure. The Project Development Phase includes conflict screening, fee arrangements, identification of the nature and scope of the matter, the goals of the stakeholders, the tasks associated with the matter, and development of a schedule, budget, and a communications plan. The Project Execution Phase involves monitoring the progress of the matter, tracking the actual time and cost to budget, identifying risks and changes to the scope of the matter as they develop, and communicating among team members. The Project Closure Phase includes file closure procedures, and team and client meetings to identify lessons learned in the engagement for future improvement.

Claims

1. A computer-implemented method for legal project management, comprising the steps of:

obtaining information about a project;

developing, using a processor or microprocessor, a statement of work;

developing, using a processor or microprocessor, a project task list;

developing, using a processor or microprocessor, a project management plan;

obtaining approval for the project management plan; and

monitoring on a daily basis, using a processor or microprocessor, while executing the project management plan, the status of tasks completed, compliance with the schedule, compliance with the budget, and use of resources.

2. The method of claim 1, wherein the project management plan comprises a schedule, a budget, and a communications plan.

3. The method of claim 1, further comprising the steps:

determining whether corrective action is or is not required; and

if corrective action is require, implementing a change control process.

4. The method of claim 1, further wherein all individuals executing the project management plan enter, using a processor or microprocessor, time spent and expenses for the project on a daily basis.

5. The method of claim 4, further comprising the step of automatically, using a processor or microprocessor, providing an alert to a project manager when project costs exceed a predetermined threshold value.

6. The method of claim 1, further comprising the steps of:

completing the project; and

evaluating the extent of compliance with the project management plan.