×

Web-enabled transaction and collaborative management system

  • US 7,213,030 B1
  • Filed: 10/15/1999
  • Issued: 05/01/2007
  • Est. Priority Date: 10/16/1998
  • Status: Expired due to Fees
First Claim
Patent Images

1. A method of implementing a collaborative management application, the method comprising:

  • logging on to the collaborative management application;

    configuring an appearance of the collaborative management application; and

    viewing, adding, or modifying items of information pertaining to one or more clients;

    wherein said configuring further comprises;

    specifying identifying information for a client;

    specifying information for at least one matter of the client, wherein the at least one matter conceptually links a plurality of related items and the specified information is applicable to each of the plurality of items;

    selecting a component in connection with all matters of the client;

    specifying at least one category for the component;

    identifying a user group for the client, the user group comprising a set of users having some level of authorization with respect to matters of the client;

    wherein said viewing, adding, or modifying further comprises;

    selecting a client;

    selecting one or more matters in connection with the selected client, wherein the one or more matters comprise a group of matters;

    selecting a component in connection with the selected group of matters;

    selecting a filter for filtering items for the selected client, matters and component;

    displaying the filtered items to a user;

    selecting a user;

    displaying only items for which the selected user has been designated; and

    wherein said configuring and said viewing, adding, or modifying are performed via an Internet web site.

View all claims
  • 1 Assignment
Timeline View
Assignment View
    ×
    ×