Multi-role cooperation-based law full flow digital intelligent management method and system

Abstract

The invention relates to the technical field of crossing of legal science and technology and information technology, and discloses a law full flow digital intelligence management method and system based on multi-role collaboration, and the method comprises a digital intelligence management system which comprises a unified data platform, a micro-service business cluster, a role terminal module and an API gateway. According to the invention, by constructing a unified, associated and unified data platform and a standardized API gateway, 'information isolated island 'in a traditional law is thoroughly broken, core business data such as cases, clients, finance and personnel can be run through and shared in real time, different role terminals cooperate based on the same data source, and the data sharing efficiency is improved. According to the architecture, the response time of cross-department business collaboration is greatly shortened, and the lawyer business processing efficiency is improved by about 70%; for example, complex all-interest conflict detection can be completed within 10 seconds, and the technical problems of difficulty in cross-department collaboration and low manual retrieval efficiency caused by data islands in a traditional mode are effectively solved.

Description

Technical Field

[0001] This invention relates to the intersection of legal technology and information technology, and more specifically to a method and system for the full-process digital management of law firms based on multi-role collaboration. Background Technology

[0002] As the legal industry undergoes a deeper digital transformation, the shortcomings of traditional law firm management models in terms of efficiency, collaboration, and compliance are becoming increasingly apparent. Existing technical solutions are mostly single-function systems, such as independent case management, OA, or CRM tools, which leads to the formation of "information silos" within law firms. Core data such as cases, clients, finance, and human resources are fragmented and difficult to link and share. Specifically, while existing platforms can provide basic functions such as case management, schedule communication, document sharing, and fee calculation, they have significant shortcomings: First, the functions are fragmented and difficult to coordinate, making it impossible to support integrated office work across multiple roles and processes; second, they lack in-depth intelligent support, such as relying on manual methods for conflict of interest retrieval and making it difficult to utilize historical data for case recommendation and strategy analysis; third, data security and compliance guarantees are insufficient, and there are risks to electronic document storage and data protection; finally, the system architecture is rigid, mostly monolithic designs, with poor scalability and maintainability, making it difficult to adapt to rapid business changes. Therefore, there is an urgent need for a digital management method and system for the entire process of law firms based on multi-role collaboration to solve the aforementioned technical problems. Summary of the Invention

[0003] In order to overcome the above-mentioned defects of the prior art, the present invention provides a method and system for intelligent digital management of the entire process of law firms based on multi-role collaboration, so as to solve the problems existing in the background art.

[0004] To achieve the above objectives, the present invention provides the following technical solution: a method and system for full-process digital management of law firms based on multi-role collaboration, including a digital management system, wherein the digital management system includes: a unified data platform, a microservice business cluster, role terminal modules, and an API gateway; A unified data platform is used to manage and store data from various business modules of the law firm in a unified manner, so as to realize the connection and effective integration between case source data, customer data, financial data, and human resources data. The microservice business cluster includes multiple independently deployed business microservices that communicate and connect with the unified data platform through the API gateway. These multiple business microservices include: case management microservice, customer relationship microservice, financial management microservice, human resources management microservice, AI processing engine microservice, permission management microservice, and blockchain evidence storage microservice. The role terminal module includes a lawyer terminal, an administrative terminal, a human resources terminal, a finance terminal, an AI operation terminal, and an expert terminal. Each terminal calls different business microservices through the API gateway and accesses and processes data in the unified data platform according to the preset role permission matrix. The AI ​​processing engine microservices include: The natural language processing module is used to parse legal documents and automatically extract case elements. The data mining and analysis module performs case strategy analysis or provides strategy suggestions based on historical case data in the unified data platform; the intelligent retrieval module is used to perform compliance checks related to entity relevance based on the integrated unified data platform. The blockchain-based evidence storage microservice is used to store electronic signatures and key business process data generated within the system using blockchain technology.

[0005] Furthermore, the unified data platform has an internal data security mechanism for performing the following: Data transmitted through the API gateway is encrypted. The stored data in the unified data platform is encrypted at both the field level and the file level. Perform backup and recovery on the business data in the unified data platform.

[0006] Furthermore, the role-permission matrix is ​​stored in a separate permission management microservice. Before forwarding each business request, the API gateway calls this permission management microservice to perform real-time permission verification.

[0007] Furthermore, the case management microservice is configured as follows: Interact with the unified data platform via the API gateway to create and maintain structured case data objects; The case data object is associated with the customer data object, document data object, and process record data object in the unified data platform.

[0008] Furthermore, the financial management microservice is used to automatically calculate fees and generate billing data based on the structured service duration and project data received from other microservices; The customer relationship microservice is used to maintain customer data and manage customer communication records and case-related information.

[0009] Furthermore, the unified data platform achieves data connectivity by constructing and maintaining a global relational data model, which records and dynamically updates the relationships between entities such as case source data, customer data, financial data, and personnel data.

[0010] Furthermore, the intelligent retrieval module is specifically used to: in response to a relationship verification request containing a target entity, traverse the association path of the target entity in the global association data model.

[0011] Furthermore, the case management microservice, customer relationship microservice, financial management microservice, and human resources management microservice in the microservice business cluster share and synchronize core business data objects through the unified data platform, so that any microservice's update to the data object can be reflected in the business logic of other related microservices in real time.

[0012] Furthermore, the blockchain evidence storage microservice collaborates with the case management microservice and the financial management microservice, and is configured to automatically trigger evidence storage operations on relevant electronic legal documents and settlement vouchers at key nodes when a case is closed or a financial process is completed.

[0013] A method for full-process digital management of law firms based on multi-role collaboration, applied in a digital management system, includes the following operational steps: Step 1: Through the unified data platform, manage, associate, and store data from various business modules of the law firm in a unified manner, so as to realize the connection and effective integration between case source data, customer data, financial data, and human resources data; Step 2: Receive business requests from any role-based access client through the API gateway, perform identity authentication and permission verification on the business requests, and route the business requests to the corresponding business microservices through the API gateway according to the type of the business requests. Step 3: When the business request involves legal document processing or intelligent analysis, the AI ​​processing engine microservice is invoked for processing; Step 4: When the business request involves electronic signatures or key business process data, the blockchain evidence storage microservice is invoked for blockchain evidence storage. Step 5: Return the processing result to the role access terminal that initiated the request through the API gateway.

[0014] The technical effects and advantages of this invention are as follows: 1. This invention completely breaks down the "information silos" in traditional law firms by constructing a unified and interconnected unified data platform and a standardized API gateway. Core business data such as cases, clients, finance, and human resources can be connected and shared in real time. Different role terminals can collaborate based on the same data source. This architecture significantly shortens the response time for cross-departmental business collaboration and improves the efficiency of lawyer business processing by about 70%. For example, complex conflict of interest detection across the entire firm can be completed within 10 seconds, effectively solving the technical problems of difficult cross-departmental collaboration and low efficiency of manual retrieval caused by data silos in the traditional model.

[0015] 2. This invention integrates a dedicated AI processing engine microservice, deeply applying natural language processing and data mining technologies to legal industry scenarios. The system can automatically parse legal documents, extract key elements, and conduct in-depth mining based on a full range of historical case data, providing lawyers with multi-dimensional intelligent assistance such as similar case recommendations and strategy analysis. This effectively solves the technical bottleneck of lacking intelligent analysis tools and being unable to quickly handle complex cases in the traditional model, freeing lawyers from repetitive and inefficient information retrieval and organization work.

[0016] 3. This invention constructs a comprehensive security system by combining the security design of microservice architecture, encryption of transmission and storage, and blockchain evidence storage technology. This system covers everything from front-end access control to back-end data protection and trusted storage of key electronic evidence. This technical solution not only effectively prevents the risks of data leakage and tampering, but its blockchain evidence storage mechanism also ensures the compliance and legal validity of legal documents such as electronic signatures, thus solving the technical problems of high data security risks and significant compliance risks. Attached Figure Description

[0017] Figure 1 This is a schematic diagram of the overall process of the law firm's full-process digital intelligent management system of the present invention; Figure 2 This is a schematic diagram of the overall process of the digital management method for the entire law firm process of the present invention. Detailed Implementation

[0018] The technical solutions of the present invention will be clearly and completely described below with reference to the accompanying drawings. In addition, the forms of the various structures described in the following embodiments are merely illustrative. The digital management method and system for the entire process of law firms based on multi-role collaboration involved in the present invention are not limited to the structures described in the following embodiments. All other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of the present invention.

[0019] Reference Figure 1 This invention provides a digital and intelligent management system for the entire process of law firms based on multi-role collaboration, including a digital and intelligent management system comprising: a unified data platform, a microservice business cluster, role terminal modules, and an API gateway; A unified data platform is used to manage and store data from various business modules of the law firm in a unified manner, and to realize the connection between case source data, customer data, financial data, and human resources data. The microservice business cluster includes multiple independently deployed business microservices that communicate and connect with the unified data platform through the API gateway. These multiple business microservices include: case management microservice, customer relationship microservice, financial management microservice, human resources management microservice, AI processing engine microservice, permission management microservice, and blockchain evidence storage microservice.

[0020] In this embodiment of the application, the API gateway used in this application serves as the core communication hub and unified entry and exit point connecting multiple front-end role access terminals and back-end microservice business clusters. Its design follows the architectural principle of realizing communication and data interaction between microservices through a unified API gateway. Specifically, all business requests from the lawyer terminal, administrative terminal, human resources terminal, financial terminal, AI operation terminal and expert terminal are first received through the API gateway. The API gateway distributes requests according to preset routing rules, accurately directing them to the corresponding business microservices (such as case management microservices, financial management microservices, etc.), and handles the transmission and transformation of request and response data in the process.

[0021] The role terminal module includes a lawyer terminal, an administrative terminal, a human resources terminal, a finance terminal, an AI operation terminal, and an expert terminal. Each terminal calls different business microservices through the API gateway and accesses and processes data in the unified data platform according to the preset role permission matrix. In this embodiment of the application, each group of access terminals within the role terminal module accesses the system through a unified API gateway, and accesses and controls different data resources and business microservice functions in the unified data platform according to the preset role permission matrix, thereby achieving differentiated authorization and secure collaboration.

[0022] The AI ​​processing engine microservices include: The natural language processing module is used to parse legal documents and automatically extract case elements. In this part of the application embodiment, the case elements include: party information, cause of action, court of jurisdiction, amount in dispute, key time points, points of contention, and judgment result; The data mining and analysis module performs case strategy analysis or provides strategy suggestions based on historical case data in the unified data platform. In this part of the application embodiments, the core of the data mining and analysis module lies in automatically discovering patterns, rules and correlations from massive historical data, thereby providing data-driven decision support for the cases being processed; Specifically, the analysis function of this module directly corresponds to and realizes the purpose of "AI for case strategy suggestions" and "precise legal research" mentioned in the technical disclosure. By analyzing the judgment opinions, points of contention, evidence adoption and final results of similar historical cases, it generates a multi-dimensional strategy analysis report for the current case. At the same time, this module can perform case retrieval and recommendation, quickly locating the most relevant and valuable past precedents or legal documents for lawyers, thereby assisting lawyers in formulating litigation strategies, assessing case risks and optimizing legal arguments.

[0023] The intelligent retrieval module is used to perform compliance checks related to entity association based on the unified data platform that has been integrated. In this embodiment of the application, the intelligent retrieval module is configured to perform conflict of interest retrieval; When users (such as lawyers or administrators) need to verify specific individuals or organizations, this module performs automated correlation queries and relationship analysis on all related data (including case data, client data, financial data, and personnel data) collected by the unified data platform to identify and warn of potential conflicts of interest, thereby providing compliance assurance for law firms' professional practices. For example, when a lawyer intends to represent a new client, the system uses this module to automatically check the relationship between the client and the lawyer's own clients, as well as the existing clients of other lawyers in the firm (such as whether they have appeared as adversaries), and quickly provides a prompt indicating whether there is a conflict of interest. This process replaces the inefficient traditional method of relying on manual memory and file retrieval, demonstrating the technological effects brought about by data integration and intelligent retrieval.

[0024] The blockchain-based evidence storage microservice is used to store electronic signatures and key business process data generated within the system using blockchain technology.

[0025] Reference Figure 1 As shown, this invention provides a digital and intelligent management system for the entire process of law firms based on multi-role collaboration. The unified data platform is equipped with a data security mechanism for executing: Data transmitted through the API gateway is encrypted. The stored data in the unified data platform is encrypted at both the field level and the file level. Perform backup and restore on the business data in the unified data platform; The role permission matrix is ​​stored in a separate permission management microservice. Before forwarding each business request, the API gateway calls this permission management microservice to perform real-time permission verification.

[0026] In this embodiment of the application, data transmission is encrypted: all business data transmitted through the API gateway is encrypted using encryption protocols such as SSL / TLS to prevent data from being stolen or tampered with during transmission. Data storage is encrypted at both the field and file levels: Static data stored in the unified data platform is encrypted at both the field and file levels, sensitive data (such as customer identity information and financial amounts) is encrypted at the field level, and electronic documents such as legal documents and contracts are encrypted as a whole, ensuring that even if the storage medium is illegally accessed, the data content cannot be directly identified. Data backup and recovery: Establish a regular (e.g., daily) full and incremental data backup strategy, and store backup data in a physically independent off-site disaster recovery node. When the master data is lost or damaged due to accidents, it can be quickly recovered based on the backup data, ensuring business continuity and data reliability.

[0027] Reference Figure 1 As shown, this invention provides a digital management system for the entire process of law firms based on multi-role collaboration. The role terminal module access terminal is developed based on cross-platform technology to adapt to different mobile operating systems. The microservice business cluster is built on a microservice framework; The unified data platform uses relational databases to store structured business data and non-relational databases to store unstructured document data.

[0028] In this embodiment of the application, the multiple role access terminals (i.e. front-ends) are developed using cross-platform development technologies (such as ReactNative, Flutter, etc.), thereby generating a single codebase that is compatible with both iOS and Android operating systems, making it convenient for users of different roles to use. The backend of the microservice business cluster can be built using mainstream microservice frameworks (such as Java Spring Cloud) to enable independent development, deployment and expansion of each service; The unified data platform can use relational databases such as MySQL to store highly structured business data such as cases and clients at the data storage layer, while using document-oriented non-relational databases such as MongoDB to store unstructured or semi-structured data such as legal documents and contracts, in order to meet the diverse data storage needs of law firms.

[0029] Reference Figure 1 As shown, this invention provides a digital management system for the entire process of a law firm based on multi-role collaboration, wherein the case management microservice is configured as follows: Interact with the unified data platform via the API gateway to create and maintain structured case data objects; The case data object is associated with the customer data object, document data object, and process record data object in the unified data platform; The financial management microservice is used to automatically calculate fees and generate billing data based on the structured service duration and project data received from other microservices. The customer relationship microservice is used to maintain customer data and manage customer communication records and case-related information.

[0030] Reference Figure 1 As shown, the present invention provides a digital and intelligent management system for the entire process of law firms based on multi-role collaboration. The unified data platform realizes data connectivity by constructing and maintaining a global relational data model. The global relational data model records and dynamically updates the relationships between case source data, customer data, financial data, and personnel data entities.

[0031] In this embodiment of the application, the global relational data model is a data structure established at the data layer to characterize and store the complex relationships between the core business entities of the law firm (including case sources, clients, finance, human resources, etc.); This model is not a simple collection of data, but rather weaves data that was originally scattered across different business modules into an interconnected blockchain network by defining entities (such as a case, a customer, a fee, an employee) and various relationships between entities (such as "agent", "belongs to", "involved in", "handled" etc.). During system operation, the model continuously records and dynamically updates the relationships between these entities. For example, when a new case is created, the model automatically establishes the association between the case and entities such as the client, the handling attorney, and related fees; when an attorney changes the department they belong to, their personnel associations with historical cases, current tasks, etc., will also be updated accordingly. Based on this model, the system can support intelligent query and analysis across business domains. For example, it can quickly trace all historical cases, related financial transactions and personnel involved in a customer's business, thereby truly achieving "data connectivity" at the technical level and providing a unified data relationship view for upper-level intelligent applications.

[0032] Reference Figure 1 As shown, the present invention provides a digital and intelligent management system for the entire process of a law firm based on multi-role collaboration. The intelligent retrieval module is specifically used to: traverse the association path of the target entity in the global association data model in response to a relationship verification request containing the target entity. The case management microservice, customer relationship microservice, financial management microservice, and human resources management microservice in the microservice business cluster share and synchronize core business data objects through the unified data platform, so that any microservice's update to the data object can be reflected in the business logic of other related microservices in real time. The blockchain-based evidence storage microservice, in collaboration with the case management microservice and the financial management microservice, is configured to automatically trigger evidence storage operations on relevant electronic legal documents and settlement vouchers at key nodes when a case is closed or a financial process is completed.

[0033] Reference Figure 2 As shown, this invention provides a method for full-process digital management of law firms based on multi-role collaboration, applied to a digital management system, including the following operational steps: Step 1: Through the unified data platform, manage, associate, and store data from various business modules of the law firm in a unified manner, so as to realize the connection between case source data, customer data, financial data, and human resources data; Step 2: Receive business requests from any role-based access client through the API gateway, perform identity authentication and permission verification on the business requests, and route the business requests to the corresponding business microservices through the API gateway according to the type of the business requests. Step 3: When the business request involves legal document processing or intelligent analysis, the AI ​​processing engine microservice is invoked for processing; Step 4: When the business request involves electronic signatures or key business process data, the blockchain evidence storage microservice is invoked for blockchain evidence storage. Step 5: Return the processing result to the role access terminal that initiated the request through the API gateway.

[0034] The above description is merely a preferred embodiment of the present invention and is not intended to limit the present invention. Any modifications, equivalent substitutions, improvements, etc., made within the spirit and principles of the present invention should be included within the protection scope of the present invention.

Claims

1. A multi-role collaboration-based law firm full-process digital management system, comprising a digital management system, characterized in that, The intelligent management system comprises a unified data platform, a micro-service business cluster, a role terminal module, and an API gateway. The unified data platform is configured to uniformly manage and store data from various business modules of the law firm, and to realize the connection between case data, customer data, financial data, and personnel data. The micro-service business cluster comprises a plurality of independently deployed business micro-services in communication connection with the unified data platform through the API gateway, and the plurality of business micro-services comprise a case management micro-service, a customer relationship micro-service, a financial management micro-service, a personnel management micro-service, an AI processing engine micro-service, a permission management micro-service, and a blockchain evidence storage micro-service. The role terminal module comprises a lawyer terminal, an administrative terminal, a personnel terminal, a financial terminal, an AI operation terminal, and an expert terminal, each terminal calling different business micro-services through the API gateway and accessing and processing data in the unified data platform according to a preset role permission matrix. The AI processing engine micro-service comprises: A natural language processing module for parsing legal documents and automatically extracting case elements. A data mining and analysis module for case strategy analysis or providing strategy suggestions based on historical case data in the unified data platform. An intelligent retrieval module for performing compliance verification related to entity relevance based on the connected unified data platform. The blockchain evidence storage micro-service is configured to store electronic signatures and key business process data generated in the system in a blockchain.

2. The multi-role coordination based law firm whole-process digital management system according to claim 1, characterized in that: The unified data platform is internally provided with a data security mechanism for performing: Transmission encryption on data transmitted through the API gateway; Field-level and file-level encryption on stored data in the unified data platform; Backup and recovery of business data in the unified data platform. The role permission matrix is stored in an independent permission management micro-service, and the API gateway calls the permission management micro-service for real-time permission verification before forwarding each business request. 3.The multi-role coordination based law firm whole-process digital management system according to claim 1, characterized in that: The role terminal module access terminal is developed based on cross-platform technology to adapt to different mobile operating systems. The micro-service business cluster is built based on a micro-service framework. The unified data platform uses a relational database to store structured business data and a non-relational database to store unstructured document data.

4. The multi-role collaboration based law firm whole-process digital management system according to claim 1, characterized in that, The case management micro-service is configured to: Interact with the unified data platform through the API gateway to create and maintain structured case data objects; The case data objects are associated with customer data objects, document data objects, and process record data objects in the unified data platform.

5. The multi-role collaboration based law firm whole-process digital management system according to claim 1, characterized in that: The financial management micro-service is configured to automatically calculate fees and generate billing data based on structured service duration and project data received from other micro-services. The customer relationship micro-service is configured to maintain customer information data and manage customer communication records and case association information.

6. The multi-role collaboration based law firm whole-process digital management system according to claim 1, characterized in that: The unified data platform realizes data connection by building and maintaining a global associated data model that records and dynamically updates the association between case data, customer data, financial data, and personnel data entities.

7. The multi-role collaboration based law firm whole-process digital management system according to claim 6, characterized in that: The intelligent retrieval module is specifically configured to traverse an association path of the target entity in the global association data model in response to a relationship checking request containing the target entity.

8. The multi-role collaboration based law firm whole-process digital management system according to claim 6, characterized in that: The case management microservice, the customer relationship microservice, the financial management microservice and the personnel management microservice in the microservice business cluster share and synchronize core business data objects through the unified data platform, so that the update of any microservice to the data object can be reflected in the business logic of other related microservices in real time.

9. The multi-role collaboration based law firm whole-process digital management system according to claim 1, characterized in that: The blockchain storage microservice cooperates with the case management microservice and the financial management microservice, and is configured to automatically trigger the storage operation of the related electronic legal documents and settlement certificates at the key nodes of case closing or financial process completion.

10. A multi-role collaboration-based law firm full-process digital management method applied to the digital management system of claims 1-9, characterized in that, The method comprises the following operation steps: Step one, the data from each business module of the law firm is uniformly managed, associated and stored through the unified data platform, realizing the connection between case data, customer data, financial data and personnel data; Step two, the API gateway receives the business request from the role access end, and performs identity authentication and permission verification on the business request, and according to the type of the business request, the API gateway routes the business request to the corresponding business microservice; Step three, when the business request involves legal document processing or intelligent analysis, the AI processing engine microservice is called for processing; Step four, when the business request involves electronic signature or key business process data, the blockchain storage microservice is called for blockchain storage; Step five, the processing result is returned to the role access end initiating the request through the API gateway.

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