Ensuring the entry of certain data in a matter management system by leveraging another process
First Claim
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1. A method in a computing system for collecting information relating to an engagement between a first organization and a second organization, comprising:
- recurringly, at intervals of a fixed length, for each of a plurality of information fields relating to the engagement;
with the computing system, accessing an indication comprising a time-based condition under which receiving contents for the information field becomes required to perform a first process, wherein the computing system is configured to perform the first process for users other than at least one user responsible for entering the contents in the required information field independently of whether the contents for the information field are received,wherein when the condition is presently satisfied, the computing system requires receiving contents for the information field prior to performing the first process for at least one user of a plurality of users who is responsible for the contents for the information field, andwherein when the condition is presently not satisfied, the computing system does not require receiving contents for the information field to perform the first process for the plurality of users, so that the first process can be performed irrespective of whether contents for the information field have been provided;
with the computing system, determining whether the time-based condition under which the information field becomes required is presently satisfied;
when it is determined that the condition under which the information field becomes required is presently satisfied, with the computing system, identifying receiving contents for the information field as presently required;
when it is determined that the condition under which the information field becomes required is presently not satisfied, with the computing system, identifying receiving contents for the information field as presently not required; and
when receiving contents for the information field is presently required to perform the first process and contents for the information field have not been received, preventing performance of the first process by the at least one user responsible for the contents for the information field.
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Abstract
A facility for collecting distinguished information relating to an engagement of a first organization by a second organization is described. The facility provides an interface usable by at least one user affiliated with the second organization to provide the distinguished information. Only after the interface is used by a user affiliated with the second organization to provide the distinguished information, the facility permits at least one user affiliated with the second organization to perform a distinguished process.
76 Citations
21 Claims
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1. A method in a computing system for collecting information relating to an engagement between a first organization and a second organization, comprising:
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recurringly, at intervals of a fixed length, for each of a plurality of information fields relating to the engagement; with the computing system, accessing an indication comprising a time-based condition under which receiving contents for the information field becomes required to perform a first process, wherein the computing system is configured to perform the first process for users other than at least one user responsible for entering the contents in the required information field independently of whether the contents for the information field are received, wherein when the condition is presently satisfied, the computing system requires receiving contents for the information field prior to performing the first process for at least one user of a plurality of users who is responsible for the contents for the information field, and wherein when the condition is presently not satisfied, the computing system does not require receiving contents for the information field to perform the first process for the plurality of users, so that the first process can be performed irrespective of whether contents for the information field have been provided; with the computing system, determining whether the time-based condition under which the information field becomes required is presently satisfied; when it is determined that the condition under which the information field becomes required is presently satisfied, with the computing system, identifying receiving contents for the information field as presently required; when it is determined that the condition under which the information field becomes required is presently not satisfied, with the computing system, identifying receiving contents for the information field as presently not required; and when receiving contents for the information field is presently required to perform the first process and contents for the information field have not been received, preventing performance of the first process by the at least one user responsible for the contents for the information field. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
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12. A computer-readable memory whose contents cause a computing system to perform a method for collecting information relating to an engagement between a first organization and a second organization, the computer-readable memory not being a transitory, propagating signal per se, the method comprising:
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periodically, at fixed intervals, for at least one of a plurality of information fields relating to the engagement; accessing an indication comprising a time-based condition under which receiving contents for the information field becomes required in order to perform a first process, wherein the computing system is configured to perform the first process for users other than at least one user responsible for entering the contents in the required information field independently of whether the contents for the information field are received; determining whether the condition is presently satisfied; and when it is determined that the condition is presently satisfied, identifying the information field as presently required and requiring the contents for the information field to be received prior to performing the first process for at least one user of a plurality of users who is responsible for the contents for the information field; for each information field of the plurality identified as presently required; determining whether contents have been provided for the at least one information field; and if contents have not been provided for the at least one information field, identifying the information field as delinquent; for each information field identified as delinquent; in response to the delinquency of the information item, identifying at least one process relating to the engagement as precluded, wherein the computing system is configured to perform the process independently of whether the contents for the information field are received; and when the at least one user responsible for the contents for the information field attempts the at least one process relating to the engagement that is identified as precluded, preventing the performance of the at least one process. - View Dependent Claims (13, 14, 15, 16, 17, 18, 19, 20, 21)
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Specification