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Improved client entry and maintenance system for timekeeping and billing for professional services system and method.

A customer, customer data technology, applied in the field of flexible and improved customer input and maintenance systems

Pending Publication Date: 2017-05-24
A F 沙班 +1
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0041] Therefore, no billing system is seen in the prior art that uses at least the following customer information for billing and dunning purposes in a professional firm or firm: customer name, nickname, physical address, street address, website, fax number , phone number, email, etc., and it tracks charge-offs or courtesy credits on bills, and also provides security levels based on the level of employees using the system or staff levels using the system

Method used

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  • Improved client entry and maintenance system for timekeeping and billing for professional services system and method.
  • Improved client entry and maintenance system for timekeeping and billing for professional services system and method.
  • Improved client entry and maintenance system for timekeeping and billing for professional services system and method.

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Embodiment Construction

[0080] now at figure 1 A flowchart of the improved customer entry and maintenance system and method 10 of the present invention is shown in , which initiates the process by providing a large amount of customer information, including: customer name, nickname, physical address, phone number, website, Fax numbers, social media identifiers on Facebook, Twitter, Pinterest, etc. Next, the improved customer entry and maintenance system 10 will require its users to set the language or languages ​​used for billing and dunning communications, and to set the currency or currencies 14 in which customers pay their bills. The improved system and method will then store the type of entity of the new client, ie, individual, corporation, corporation, partnership, LLC, PC, NFP, etc. The next step is to set up a customer, which is to enter any company or business the new customer may be associated with and store the type of association, i.e. whether the new customer is a parent company, sibling ...

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PUM

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Abstract

The present invention consists of an improved billing system for professional companies and firms with enhanced handing of all client data including names, addresses, websites, phone numbers, fax numbers and the like. The present invention can also track mergers and acquisitions of clients, write offs, taxing structure for bills, and it may display client data according to the security level or staff function of the person attempting to access the data. It can provide mass discounts on bills, and store various client fee arrangements which are linked to the client data. In many ways the efficient handling of numerous fields of client data information is improved.

Description

[0001] priority claim [0002] This application hereby claims priority to Provisional Application Serial No. 61 / 998,577, filed June 30, 2014, and should be deemed as if fully set forth herein. technical field [0003] The present invention relates to the field of improved timekeeping and billing systems used in professional firms and firms such as law, accounting, construction and engineering, as well as consulting firms and firms, and more particularly to flexible and improved client input and maintenance systems and methods. Background technique [0004] In the current market, there are various computerized time and billing systems for professional firms that are marketed under the trademarks: Timeslips by Sage, BillQuick, Clio, and others. Some of these systems are computer-based, while others operate primarily in cloud computing environments. However, these systems are not suitable for large legal and professional firms with a global presence, having multiple offices i...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q30/06G06F17/40
CPCG09C1/00G06F17/40G06Q30/04G06F11/3438G06Q20/14
Inventor A·F·沙班V·坦德拉
Owner A F 沙班