METHOD AND SYSTEM FOR MANAGING COMPUTING RESOURCES FOR ELECTRONIC DATA TRANSFER

Description

1 / 69 Descriptive Report of the Invention Patent for: “METHOD AND SYSTEM FOR MANAGING COMPUTING RESOURCES FOR ELECTRONIC DATA TRANSFER Cross-reference to related request(s)

[001] This application claims the benefit of U.S. Provisional Patent Application 63 / 330,881, filed April 14, 2022, entitled “METHOD AND SYSTEM FOR MANAGING ELECTRONIC DATA REPRESENTING QUOTAS FOR LEGAL SERVICES”; the full contents of which are incorporated herein by reference. Field

[002] This specification is directed to computer network communications and, more specifically, to computer network operations involving the management of computing resources for the transfer of electronic data. Fundamentals of the Invention

[003] Professional services are increasingly offered via the Internet. Typically, a client locates a service provider through keyword searches using a search engine. Unfortunately, keyword searches are known to return irrelevant results that waste server computing resources, unnecessarily consume network bandwidth, and consume processing, memory, and resources. Petition 870240063414, dated 07 / 26 / 2024, page 27 / 120 2 / 69 display locations on the client device. This results in an overall waste of computing and network resources. The problem can be exacerbated by paid advertisements and sponsored search results. Summary

[004] It is an aspect of the present description to provide a method for managing data records that represent quotas.

[005] The described aspect can be achieved by receiving an electronic request on a server from a client device via a primary platform. In response, secondary platform parameters are retrieved from memory on the server. Each secondary platform parameter is associated with one of a plurality of secondary platforms. An evaluation for each secondary platform parameter is additionally retrieved from memory on the server. Each evaluation represents a quality of a combination between a primary workflow corresponding to the primary platform and a secondary workflow that complements the primary workflow, and which is hosted by each of the secondary platforms. A subset of the secondary platforms is determined based on the secondary platform parameters, the electronic request, and the evaluations. The client device is controlled to generate the subset. Petition 870240063414, dated 07 / 26 / 2024, page 28 / 120 3 / 69 of the secondary platforms. A response to the selection that corresponds to a selected secondary platform from the subset of secondary platforms is received from the client device.

[006] Ratings may be updated based on the response to the selection.

[007] The electronic request may include primary request parameters and secondary request parameters. In response to receiving the electronic request, the server controls the client device based on the primary request parameters and the secondary request parameters.

[008] The subset of secondary platforms can be determined by generating a data record for each of the plurality of secondary platforms and computing a competitiveness score based on at least one of: the respective secondary parameters, the respective ratings, and the respective data records. The subset of secondary platforms is selected based on the competitiveness score.

[009] An inbound workflow can be implemented by controlling the client device, the primary platform, and the selected secondary platform. A production workflow is implemented by controlling the client device, the primary platform, and the Petition 870240063414, dated 07 / 26 / 2024, page 29 / 120 4 / 69 secondary platform selected.

[0010] An additional selection response may be received from the client device. The additional selection corresponds to another secondary platform from the plurality of secondary platforms. In response to receiving the additional selection response, the inbound and outbound workflows are updated in this way.

[0011] Data records can be updated based on the competitiveness score.

[0012] An additional aspect of the description is to provide a method for managing data records that represent quotas.

[0013] The described aspect can be achieved by receiving an electronic request on a server from a client device. In response to the electronic request, platform parameters are retrieved from memory on the server. Each platform parameter is associated with one of a plurality of platforms. A data record is generated for each of the plurality of platforms, and a competitiveness score is computed for each of the data records. Based on the respective competitiveness scores, the data records are further updated. A subset of platforms is determined based on the platform parameters, the electronic request, and the competitiveness score. The device Petition 870240063414, dated 07 / 26 / 2024, page 30 / 120 5 / 69 The client is controlled based on the platform subset. A selection response is received from the client device, the selection response corresponding to a selected platform from the platform subset.

[0014] The competitiveness score can be based on at least one of: the respective secondary parameters, the respective evaluations, and the respective data records.

[0015] The client device and platform can be controlled to implement an inbound workflow and a production workflow.

[0016] A response to the additional selection corresponding to another platform from the plurality of platforms may be received from the client device. In response, the input and production workflows may be updated in this way.

[0017] An additional aspect of the description is to provide a system for managing data records that represent quotas. The system includes a client device, a primary platform, a plurality of secondary platforms, and a server. The client device is configured to transmit an electronic request through the primary platform. The plurality of secondary platforms is configured to transmit parameters from the secondary platform to the server. The server is configured to receive the electronic request and Petition 870240063414, dated 07 / 26 / 2024, page 31 / 120 6 / 69 retrieve the secondary platform parameters from memory. Each secondary platform parameter is associated with one of a plurality of secondary platforms. The server is additionally configured to retrieve an evaluation from memory for each secondary platform parameter. The evaluations represent a quality of a combination between a primary workflow corresponding to the primary platform and a secondary workflow that complements the primary workflow and is hosted by each of the secondary platforms. The server is additionally configured to determine a subset of the secondary platforms based on the secondary platform parameters, the electronic request, and the evaluations.The server is configured to control the client device to generate the subset of secondary platforms based on the assessments and receive a selection response from the client device, the selection response corresponding to a selected secondary platform from the subset of secondary platforms.

[0018] The server can be further configured to update ratings based on the response to the selection.

[0019] The server can be further configured to receive primary and secondary request parameters from the client device and control the device. Petition 870240063414, dated 07 / 26 / 2024, page 32 / 120 7 / 69 customer based on primary and secondary request parameters.

[0020] The server can be further configured to generate a data record and competitiveness score for each of the plurality of secondary platforms. The competitiveness score is based on at least one of: the respective secondary parameters, the respective ratings, and the respective data records. The server uses the competitiveness score to select the subset of secondary platforms.

[0021] The server can be configured to control the client device, the primary platform, and the secondary platform selected to implement an inbound workflow and a production workflow.

[0022] The client device can be configured to transmit an additional selection response to the server, the additional selection corresponding to another secondary platform from the plurality of secondary platforms. In response to receiving the additional selection response, the server is configured to update the input and production workflows in this way.

[0023] The server can be further configured to update data records based on the competitiveness score.

[0024] It is an additional aspect of the description to provide a Petition 870240063414, dated 07 / 26 / 2024, page 33 / 120 8 / 69 system for managing data records that represent quotas.

[0025] The described aspect can be achieved by a system that includes a server, a client device to transmit an electronic request to the server, and a plurality of platforms to transmit platform parameters to the server. The server is configured to receive the electronic request from the client device and, in response, retrieve the platform parameters from memory. Each platform parameter is associated with one of a plurality of platforms. For each of the plurality of platforms, the server generates a data record for each of the plurality of platforms based on the platform parameters and the electronic request. For each of the data records, the server additionally computes a competitiveness score. Based on the competitiveness score, the server updates the data records.Based on platform parameters, electronic requests, and competitiveness scores, the server determines a subset of platforms and controls the client device based on that platform subset. The server is configured to receive a response to the selection corresponding to one of the platform subsets.

[0026] The server can be further configured to compute a competitiveness score based on at Petition 870240063414, dated 07 / 26 / 2024, page 34 / 120 9 / 69 minus one of: the respective secondary parameters, the respective evaluations, and the respective data records.

[0027] The server can be further configured to control the client device and platform to implement an inbound workflow and a production workflow.

[0028] The client device can be further configured to transmit a response to the additional selection that corresponds to another platform from the plurality of platforms. In response to receiving the response to the additional selection, the server is further configured to update the input and production workflows.

[0029] Another aspect of the description is to provide a non-transient, computer-readable medium comprising instructions for managing data records representing quotas.

[0030] The described aspect can be achieved by a non-transient, computer-readable medium that includes instructions for receiving an electronic request on a server from a client device via a primary platform. The instructions additionally include retrieving parameters from the secondary platform from memory on the server. Each parameter of the secondary platform is associated with one of a plurality of secondary platforms. The instructions additionally include retrieving Petition 870240063414, dated 07 / 26 / 2024, page 35 / 120 10 / 69 an evaluation from memory for each secondary platform parameter. The evaluations represent a quality of a combination between a primary workflow corresponding to the primary platform and a secondary workflow that complements the primary workflow and is hosted by each of the secondary platforms. The instructions additionally include determining a subset of secondary platforms based on the secondary platform parameters, the electronic request, and the evaluations. The instructions are additionally to control the client device to generate the secondary platform subset and receive a selection response from the client device. The selection response corresponds to a secondary platform selected from the subset of secondary platforms.

[0031] The instructions may additionally include updating the ratings based on the response to the selection.

[0032] Receiving the electronic request may include receiving primary and secondary request parameters. Instructions may include controlling the client device based on the primary and secondary request parameters.

[0033] Determining the subset of secondary platforms may involve generating a data record for each of the plurality of secondary platforms and computing a competitiveness score based on at least one of: Petition 870240063414, dated 07 / 26 / 2024, page 36 / 120 11 / 69 the respective secondary parameters, the respective evaluations, and the respective data records. The instructions may additionally include selecting the subset of secondary platforms based on the competitiveness score.

[0034] The instructions may additionally include controlling the client device, the primary platform, and the secondary platform selected to implement an inbound workflow and a production workflow.

[0035] The instructions may additionally include receiving a response to the additional selection corresponding to another secondary platform from the plurality of secondary platforms and updating the input and output workflows in this way.

[0036] The instructions may additionally include updating the data records based on the competitiveness score.

[0037] An additional aspect of the description is to provide a non-transient, computer-readable medium for managing data records that represent quotas.

[0038] The aspect described can be achieved by providing a non-transient, computer-readable medium that includes instructions for receiving an electronic request on a server from a client device and, in response, retrieving parameters from the platform. Petition 870240063414, dated 07 / 26 / 2024, page 37 / 120 12 / 69 of memory. Each platform parameter is associated with one of a plurality of platforms. For each of the plurality of platforms, the instructions additionally include generating a data record and computing a competitiveness score for each of the data records. The data records are updated based on the respective competitiveness scores. Based on the platform parameters, the electronic request, and the competitiveness score, a subset of the platform parameters is determined. The instructions additionally include controlling the client device based on the platform subset. A selection response is received from the client device, the selection response corresponding to one of the platform subsets.

[0039] The computation of a competitiveness score may be based on at least one of: the respective secondary parameters, the respective assessments and the respective data records.

[0040] The instructions may additionally include controlling the client device and platform to implement an inbound workflow and a production workflow.

[0041] The instructions may additionally include receiving a response to the additional selection of the client device that corresponds to another platform. Petition 870240063414, dated 07 / 26 / 2024, p. 38 / 120 13 / 69 of the plurality of platforms. According to the response to the additional selection, the input and output workflows are updated.

[0042] These, together with other aspects and advantages that will subsequently become apparent, reside in the details of construction and operation, in the most complete form described and claimed below, reference being to the attached drawings which form a part of this document, where equal numbers refer to equal parts throughout. Brief Description of the Drawings

[0043] Figure 1 is a schematic diagram showing a system for managing data records representing quotas for legal services including a server.

[0044] Figure 2 is a schematic diagram of example internal components of the server in Figure 1.

[0045] Figure 3 is a flowchart that represents a method for managing data records according to a modality.

[0046] Figure 4 is a flowchart that represents the exemplary performance of block 304 of the method in Figure 3.

[0047] Figure 5 is a flowchart that represents the exemplary performance of block 316 of the method in Figure 3.

[0048] Figure 6 is a flowchart that represents the exemplary performance of an example use case of the method. Petition 870240063414, dated 07 / 26 / 2024, page 39 / 120 14 / 69 of figure 3.

[0049] Figure 7 is a flowchart that represents another method for managing data records according to an additional modality.

[0050] Figure 8 is a flowchart representing the exemplary performance of block 316a of the method in Figure 7. Detailed Description

[0051] The present description refers to a system for managing and distributing electronic parameters for legal services. According to certain aspects of the description, the parameters can be retrieved on a server in response to a request received from a client device. The parameters can be received from a plurality of platforms, the parameters representing estimated costs to provide the legal service indicated in the request. The server can select a subsection of the parameters and control the client device to display the subset. In response, the server receives a selection from the client device which may include an evaluation for the selection.

[0052] The methods, functionality, and other techniques discussed in this document can be performed by instructions, which can be directly executable (e.g., a binary file), indirectly executable (e.g., bytecode), or interpreted. Petition 870240063414, dated 07 / 26 / 2024, page 40 / 120 15 / 69 (for example, a script) or otherwise executable by a processor. Instructions may be stored on non-transient, computer-readable media, such as memory, a hard disk, or a similar device.

[0053] Now, with regard to Figure 1, a system for managing data records is generally indicated by 100. System 100 comprises a network 104 connected to a server 108 and additionally connected to a plurality of client devices 112-1, 112-2... 112-n (generally referred to in this document as “client device 112” or collectively as “client devices 112”. This nomenclature is used elsewhere in this document). System 100 additionally includes a plurality of primary platforms 116 and a plurality of secondary platforms 120. Network 104 is additionally connected to server 108.

[0054] Server 108 is typically a large server or computer with a housing containing an arrangement of one or more central processing units, volatile memory (i.e., random access memory), persistent or non-volatile memory (i.e., hard disk-type devices), and a network interface (to allow Server 108 to communicate over the network 104), all of which are interconnected by a bus. In some embodiments, Server 108 is a virtual server. In the form Petition 870240063414, dated 07 / 26 / 2024, page 41 / 120 16 / 69 explained in detail below, server 108 is configured to receive parameters from client devices 112 via network 104 and is additionally configured to transmit messages or data logs representing quotas to client devices 112 via network 104.

[0055] The 104 network can be wired or wireless, or based on combinations thereof, and based on any known type of network architecture or platform (for example, the Internet or a wide area network) or combinations thereof. In general, the 104 network provides an infrastructure to interconnect the server 108, client devices 112, secondary platforms 120 and primary platforms 116.

[0056] The client device 112 may be a wearable device, smart glasses, smartphone, tablet, personal computer, smart home system, smart appliance, smart television or similar, and is configured to transmit an electronic request to the server 108. The electronic request includes data relevant for electronic responses from one or more primary platforms 116 and / or secondary platforms 120. The client device 112 is additionally configured to receive parameters and evaluations from the server 108. The client device 112 may be additionally configured to transmit a response, such as a Petition 870240063414, dated 07 / 26 / 2024, page 42 / 120 17 / 69 selection, and / or interaction of the workflow associated with a primary platform 116 or a secondary platform 120, for the server 108.

[0057] Each primary platform 116 may be based on any present or future electronic media servers that publish content to client devices 112. The content provided by the primary platform 116 may include primary content requested by client devices 112, while also including secondary content that includes parameters for the secondary platform 120. Specific example types of primary content will be discussed in more detail below.

[0058] Each secondary platform 120 can be based on any present or future electronic media servers that transmit parameters to a secondary service provider. The secondary platform 120 is configured to transmit parameters to server 108 via network 104. In some implementations, the secondary platform 120 is additionally configured to receive evaluations from server 108. Each secondary platform 120 can additionally be connected to an administrator terminal 124 to generate secondary content. Administrator terminals 124 can be any type of human-machine interface for controlling secondary platforms 120. For example, administrator terminals 124 can include Petition 870240063414, dated 07 / 26 / 2024, page 43 / 120 18 / 69 personal computers, smartphones, tablet computers, and any other device that can be used to transmit notices, receive input, and generate secondary content in response to input. The 124-hour administrator terminal may include an input device, such as a traditional keyboard and / or mouse, to provide physical input, and an output device, such as a display, to transmit notices. Generally speaking, the 124-hour administrator terminal is controlled by staff in a law office to enter marketing materials, fee schedules, and other information about the services offered by the law office.

[0059] In general, primary services include primary electronic workflows that invoke the provision of secondary services which include secondary electronic workflows, where the secondary workflows represent legal services that fulfill the provision of the primary electronic workflows.

[0060] To elaborate, primary platforms 116 may publish primary content relating to the provision of a primary service in the form of electronic workflows, such as insurance brokerage, legal information, a directory of professionals, education information, school admissions advice, job placement services, financial planning, market transactions Petition 870240063414, dated 07 / 26 / 2024, page 44 / 120 19 / 69 real estate, preparation and deposit of fees, marriage license, funeral services or similar. The electronic workflow may comprise one or more steps implemented by primary platforms 116 to serve the primary service. Furthermore, primary platforms 116 may include “wrap” workflows common to an e-commerce environment that includes a sales workflow or interactive sales function for a client device 112 that represents a customer experience sales funnel, including experiences such as service search, service navigation, user information acquisition, adding a service to the shopping cart, checkout and payment processing.As part of the sales workflow, the primary platform 116 can embed parameters from the secondary platform 120 so that a sales workflow for the secondary service is integrated with the electronic workflows of the primary service.

[0061] Secondary service may be a legal service, expressed in the 100 system in the form of electronic workflows, that is required to fulfill the primary service or is otherwise related to the primary service, such as title search, opinion on fees, preparation or review of marital agreements, estate planning, immigration services, criminal defense, contract review. Petition 870240063414, dated 07 / 26 / 2024, page 45 / 120 20 / 69 employment, or any other legal service associated with the fulfillment of the primary service's electronic workflows. In a specific, non-limiting example, the primary service is a mortgage provided by a financial institution operating a primary 116 platform, and the secondary service is an electronic workflow representing the review and execution of a mortgage agreement corresponding to the mortgage.

[0062] Examples of areas of law provided by the secondary service may thus include employment law, family law, real estate, wills, but the areas of law are not particularly limited. Types of service may thus include an employment contract, termination of employment, workplace policies, child travel consent, cohabitation agreement, premarital / prenuptial agreement, separation agreement, uncontested divorce, home purchase, review of a purchase agreement from a builder, sale of a home, power of attorney for personal care, power of attorney for property, wills and the like.

[0063] In general, embedded content and the sales funnel include, among other things, a quota for the secondary service, in the form offered by one or more legitimate service providers operating a respective secondary platform 120. In this way, the client device 112 Petition 870240063414, dated 07 / 26 / 2024, page 46 / 120 21 / 69 can request both primary and secondary services through the primary platform 116.

[0064] Having described an overview of the system 100, it is useful to comment on the server hardware infrastructure 108.

[0065] Figure 2 is a schematic diagram showing a non-limiting example of internal components of server 108.

[0066] To communicate with the primary platform 116, the secondary platform 120 and the client device 112, the server 108 includes a network interface 204.

[0067] Processor 208 can be implemented as a plurality of processors or one or more multi-core processors. Processor 208 can be configured to execute different programming instructions responsive to input received on an input device 209 and to control an output device 210. The input device 209 can be a traditional keyboard and / or mouse to provide physical input. Similarly, the output device 210 can be a display. In variants, additional input devices 209 or output devices 210 and / or others are contemplated or can be omitted entirely as the context requires (for example, the network interface 204 can also be used to connect another client device on the network 104 that has an input (for example, Petition 870240063414, dated 07 / 26 / 2024, page 47 / 120 22 / 69 keyboard, mouse) and output device (e.g., monitor) to provide remote administrative control via the server 108.).

[0068] To fulfill its programming functions, the 208 processor is configured to communicate with one or more memory units, including volatile memory 211 and non-volatile memory 212. The non-volatile memory 212 may be based on any persistent memory technology, such as an electronically erasable programmable read-only memory (EEPROM), flash memory, solid-state hard disk (SSD), other types of hard disks, or combinations thereof. Non-volatile memory 212 can also be described as a non-transient, computer-readable medium. Also, more than one type of non-volatile memory can be provided. Volatile memory 211 is based on any random access memory (RAM) technology. For example, volatile memory 211 can be based on Synchronous Dynamic Random Access Memory (SDRAM) with Double Data Rate (DDR). Other types of volatile memory are contemplated.

[0069] Programming instructions in the form of applications 214 are typically maintained persistently in non-volatile memory 212 and used by the processor 208 which reads from, and writes to, volatile memory 211 during the execution of the applications 214. One or more tables or databases 216 are maintained in non-volatile memory 212 for use by Petition 870240063414, dated 07 / 26 / 2024, page 48 / 120 23 / 69 applications 214.

[0070] The server infrastructure 108, or a variant thereof, can be used to implement any of the compute nodes in the system 100, including primary platforms 116 and secondary platforms 120. Furthermore, it should be understood that server 108, primary platform 116, and secondary platform 120 can be implemented as virtual machines and / or with mirror images.

[0071] Now, with regard to Figure 3, a method for integrating primary and secondary platforms according to another embodiment of the description is represented as a flowchart and indicated, in general, by 300. Those skilled in the art may choose to implement method 300 in system 100 or variants thereof, or with certain blocks omitted, performed in parallel or in a different order from that shown. Method 300 can thus also be varied.

[0072] Block 304 involves receiving an electronic request that represents a request for a primary service. In system 100, block 308 is performed by server 108, which receives the electronic request from client device 112 via primary platform 116. The electronic request includes at least parameters from the primary request, but may additionally infer parameters from secondary requests. In general terms, the Petition 870240063414, dated 07 / 26 / 2024, page 49 / 120 24 / 69 electronic request, therefore, identifies the primary service, but may additionally include data relating to the customer and the primary service. Due to the overlap between the nature of primary and secondary services, it may only be necessary for the electronic request to include parameters from the primary request; however, in some examples, the electronic request additionally includes parameters from the secondary request.

[0073] As noted above, primary services may include primary electronic workflows that invoke the provision of secondary services which include secondary electronic workflows, wherein the secondary workflows represent legal services that fulfill the provision of the primary electronic workflows.

[0074] An exemplary performance of block 304 is shown in more detail in figure 4.

[0075] In block 404, server 108 receives the primary request parameters from client device 112 for the desired primary platform 116. Non-limiting examples of primary request parameters include identification and / or authentication elements such as client name, client contact information, client payment details, a client photo, a government-issued identity card for the client, details Petition 870240063414, dated 07 / 26 / 2024, page 50 / 120 25 / 69 Client biographical information. The primary request parameters may also include a primary service type, and specific details of the nature of the primary service. Other primary service parameters may intersect with the secondary service, such as a legal jurisdiction, a preferred legal fee budget, or a preferred timeframe.

[0076] In block 408, server 108 controls client device 112 via primary platform 116 to transmit notices that implement interactive workflows based on primary request parameters. The notice may request secondary request parameters. Non-limiting examples of secondary request parameters may include, for example, field of law, type of service, legal jurisdiction, preferred legal fee budget, preferred deadline, preferred geographic location of the law firm, preferred spoken language, preferred years of experience, preferred rating, and details specific to the nature of the secondary service.

[0077] Server 108 can control client device 112 to transmit a notice in accordance with the primary service request. In one example, the primary request parameters indicate that the primary service is a funeral service, and the notice requests a selection of the area of Petition 870240063414, dated 07 / 26 / 2024, page 51 / 120 26 / 69 right or as property law or as real estate law.

[0078] As a more detailed example, when the primary service type from the 404 block involves negotiating a mortgage via a workflow offered by a financial institution operating a primary platform 116, then the details of the primary service might include a legal address for the property, a copy of the purchase and sale agreement for the property, the purchase price amount, and the mortgage amount. A primary service like this thus implies the need to interact with a secondary service, specifically, the preparation and execution of a mortgage agreement in the form of a set of mortgage agreement workflows available from a real estate attorney offering legal services via a respective secondary platform 120 operated by the real estate attorney.

[0079] In block 412, server 108 receives the secondary request parameter from client device 112 via primary platform 116. The secondary request parameter can be stored in non-volatile memory 212 on server 108.

[0080] In block 416, server 108 controls client device 112 to transmit additional warnings based on received secondary request parameters. Petition 870240063414, dated 07 / 26 / 2024, page 52 / 120 27 / 69 in block 412. In a non-limiting example, server 108 receives a secondary request parameter that includes the area of ​​law in block 412 and controls client device 112 in block 416 to transmit a notice requesting the type of service. In a particular non-limiting example, server 108 receives secondary request parameters indicating that the area of ​​law is real estate law and controls client device 112 to display a notice requesting a selection of mortgage agreement preparation and execution.

[0081] In block 420, server 108 determines if the secondary request parameters are complete. If the secondary request parameters are complete, method 300 proceeds to block 308. If the secondary request parameters are not complete, method 300 returns to block 412 with server 108 receiving the secondary request parameter and then controlling client device 112 again in block 416. Generally speaking, the process of acquiring secondary request parameters can be an iterative workflow, where each secondary request parameter received on server 108 can elicit a subsequent warning for another secondary request parameter. In this way, warnings transmitted on client device 112 are curated so as not to waste computing resources. Petition 870240063414, dated 07 / 26 / 2024, page 53 / 120 28 / 69

[0082] In some examples, server 108 infers secondary request parameters from primary request parameters, and therefore blocks 412, 416, and 420 are omitted in these examples.

[0083] The notices transmitted on client device 112 as part of block 304 may comprise a graphical user interface (GUI) displayed on a user interface. The GUI may display the notices and receive inputs comprising the secondary request parameters. The graphical interface may receive inputs via radio buttons, text fields, switches, checkboxes, drop-down menus, date selectors, time selectors, attached files, cursors, and the like. In general terms, the GUI is embedded in the content of the primary platform 116 in such a way that the GUI has the same look and feel as the primary platform 116.

[0084] Returning now to Figure 3, block 308 involves retrieving parameters from the secondary platform. In system 100, block 308 is performed by server 108, which retrieves the parameters from the secondary platform using non-volatile memory 212. In general terms, block 308 involves determining which secondary platforms 120 provide workflows representing legal services that complement the workflows representing the primary service of platform 116 that received the request. Petition 870240063414, dated 07 / 26 / 2024, page 54 / 120 29 / 69 initial in block 304. According to this specific example, when the primary service is a mortgage servicing, then block 308 comprises determining which secondary platforms 120 include legal services that represent the preparation of a mortgage agreement between a borrower (i.e., the individual operating the client requesting device 112) and the lender (i.e., the financial institution operating the primary platform 116).

[0085] Server 108 typically retrieves only a subset of the secondary platform parameters; in other words, the portion of these parameters sufficient to allow the selection of a secondary platform 120 that has an appropriate association between the client device 112 that made the request in block 304 and the respective primary platform 116. The retrieved subset of secondary platform parameters can be selected based on a comparison between the electronic request and the secondary platform parameters, which can be stored in non-volatile memory 212 on server 108. The comparison can be based on one or more aspects of the electronic request and one or more aspects of the secondary platform parameters. In general, some of the secondary platforms 120 will correspond to legal service providers that do not offer the requested legal service in the relevant jurisdiction (as in this specific example of a Petition 870240063414, dated 07 / 26 / 2024, page 55 / 120 30 / 69 mortgage agreement, if the mortgage is issued under New York law, then a secondary platform 120 from a legal services provider that provides mortgage agreements, but only in the state of Nevada, will be omitted from the retrieved subset). Server 108 may additionally exclude some secondary platforms 120 from retrieval in block 308 according to the electronic request. For example, the electronic request may indicate the existence of a legal or business conflict that renders one or more secondary platforms 120 unsuitable for the electronic request. By retrieving only a portion of the secondary platform parameters, computing resources can be conserved on server 108, compared to certain searches of the previous technology that may not be able to filter well for legal conflicts and / or authorization to practice in a given legal jurisdiction.

[0086] The secondary platform parameters are then stored in non-volatile memory 212 on server 108 in response to receiving the secondary platform parameters from secondary platform 120. The secondary platform parameters may be stored in association with a platform identifier that uniquely identifies the secondary platform 120 from which the parameter was received. Periodically, the secondary platform parameters may be updated by receiving Petition 870240063414, dated 07 / 26 / 2024, page 56 / 120 31 / 69 secondary platform parameters updated from secondary platform 120.

[0087] Secondary platforms 120 can receive secondary platform parameters as inputs received on administrator terminals 124. In some examples, server 108 controls administrator terminal 124-1 to transmit a notice requesting a secondary platform parameter. In response to receiving an input, administrator terminal 124-1 generates a secondary platform parameter and transmits the secondary platform parameter to server 108. Notices transmitted on administrator terminal 124 can comprise a GUI displayed on a screen. Server 108 can control the GUI to display notices and receive inputs comprising secondary platform parameters. The GUI can receive inputs via radio buttons, text fields, switches, checkboxes, dropdown menus, date selectors, time selectors, attached files, cursors, and the like.

[0088] The process of acquiring parameters from the secondary platform can be iterative. Server 108 can query administrator terminals 124 to obtain, for example, a list of legal specialization fields and then iterate to sub-specialization fields. Parameters from the secondary platform 120 can be displayed on the client device 112 as part of the block Petition 870240063414, dated 07 / 26 / 2024, page 57 / 120 32 / 69 304. In one example, both the notice displayed on client device 112 and the notice displayed on administrator terminal 124 include a list of the same fields of specialization (and / or sub-specializations) of law, and client device 112 can receive a selection based on this list. This curation, as described, provides efficiencies in the use of computing and network resources that, under other circumstances, would be wasted on processing and transmitting irrelevant data in the form of overly broad search results.

[0089] Non-limiting examples of secondary platform parameters that distinguish the services offered through a given secondary platform 120 will be described in more detail below.

[0090] For example, the parameters of the secondary platform may include identifying business information relating to a law firm. Such business information may include the firm name, fee information, license number, title, location information, postal address, a biography of the law firm and its professionals, a hyperlink to an internet page, and the like.

[0091] The parameters of the secondary platform may include personal information relating to a legal professional associated with a specialization or Petition 870240063414, dated 07 / 26 / 2024, page 58 / 120 33 / 69 subspecialization in particular. Personal information may include first and last names, a profile picture, contact information (such as an email address and phone number) and similar information.

[0092] The parameters of the secondary platform may include the legal professional's qualifications. Such information may include the year of appointment, jurisdiction(s) in which the legal professional is licensed to practice law, years of experience, professional assignments, certificates, areas of specific knowledge, biographical data, résumé or curriculum vitae, personal references, professional references, languages ​​spoken, and the like.

[0093] The secondary platform parameters may include the availability of the secondary service provider. This information may include hours of availability and current workload.

[0094] The secondary platform parameters may include rate data. Rate data is not particularly limited and may include any information relevant to fee calculations for services provided by the secondary service provider. In some examples, rate data includes a selected service and base fees representing the secondary service provider's fees for the secondary service. Petition 870240063414, dated 07 / 26 / 2024, p. 59 / 120 34 / 69 In other examples, rate data additionally includes one or more rate modifiers that increase or decrease the base fees for the selected service according to a variable. In some modalities, rate modifiers add or subtract an absolute value from the base rate. In other modalities, rate modifiers add or subtract a percentage from the base rate. Each service type may correspond to a unique set of rate modifiers. In a non-limiting example, the cost of a title search applies only to certain real estate transactions and is not relevant to the review of an employment contract. Rate data may additionally include a currency. Rates may be expressed as an hourly or fixed rate.

[0095] In some examples, a portion of the secondary platform parameters is generated on server 108. Secondary platform parameters may be generated on server 108 if a parameter is not received from secondary platform 120. Generally speaking, a secondary platform parameter generated on server 108 can be called a default parameter. During the acquisition of secondary platform parameters from secondary platforms 120, server 108 may additionally control the relevant secondary platform to display the default parameter. If no input is received to replace the Petition 870240063414, dated 07 / 26 / 2024, page 60 / 120 35 / 69 default parameter, the default parameter is stored in non-volatile memory 212 in association with the respective platform identifier.

[0096] The secondary platform parameters stored in non-volatile memory 212 on server 108 can be updated periodically by the secondary platform 120 sending a signal to server 108, the signal comprising updated secondary platform parameters.

[0097] Block 312 involves retrieving an evaluation for each secondary platform parameter retrieved in block 308. In system 100, block 312 is performed by server 108, which retrieves an evaluation stored in non-volatile memory 212 in association with one of the secondary platform parameters. Evaluations will be described in more detail in relation to block 324. Overall, the evaluation represents a quality of a combination between a primary workflow corresponding to the primary platform 116-1 and a secondary workflow that complements the primary workflow and is hosted by each of the secondary platforms 120.

[0098] Block 316 involves determining a subset of secondary platforms based on parameters, electronic requests, and evaluations. In system 100, block 316 is performed by server 108, which selects the Petition 870240063414, dated 07 / 26 / 2024, page 61 / 120 36 / 69 subset of secondary platform parameters retrieved in block 308. In general terms, the secondary platform subset 120 represents a list of potential platforms that client device 112 can access for a secondary workflow service that is provided in association with a primary workflow service that is provided by the primary platform 116 from block 304.

[0099] The exemplary performance of a way to implement block 316 in system 100 is shown in figure 5.

[00100] In block 504, server 108 generates a data record for each secondary platform 120 corresponding to the secondary platform parameters that were retrieved in block 308. Server 108 generates the data records according to the electronic request, as well as the fee data included in the secondary platform parameters. Each data record comprises a numerical value representing quoted fees for the provision of the secondary service. The data records may additionally include a currency.

[00101] In one particular example, server 108 generates the data records based on the base rate indicated in the rate data. Server 108 may additionally calculate the quota based on the request parameters. Petition 870240063414, dated 07 / 26 / 2024, page 62 / 120 37 / 69 secondary and in the fee modifiers. In a non-limiting example of a mortgage agreement, the electronic request includes a secondary request parameter indicating that mortgage registration is required, and the fee data includes a fee modifier of $50 for registering a deed. Server 108 thus adds $50 to the base fee of the secondary platform 120. In another non-limiting example, the electronic request includes a secondary request parameter indicating that a title search is not required by the financial institution operating the primary platform 116, and the fee data includes a fee modifier of $75 for conducting a title search, so the $75 fee would be omitted from the base fee. Other examples of including or excluding fee modifiers will now occur to those skilled in the art.

[00102] As part of block 504, server 108 can also generate the data records to include a disbursement. Server 108 can identify the disbursement based on the electronic request. The disbursement can be retrieved from a third-party platform (not shown, but, according to this example, may include a government website listing various transactions involving mortgage registration) in response to receiving the electronic request. In some examples, the disbursement is retrieved from non-volatile memory 212 and updated periodically. Petition 870240063414, dated 07 / 26 / 2024, page 63 / 120 38 / 69 for recovering the disbursement from the tertiary platform. In general terms, the disbursement represents fees paid to a third party and may include government fees, court costs, fees to court staff, travel expenses, photocopying charges, expert witness fees, and the like.

[00103] In block 508, server 108 computes a competitiveness score for each of the secondary platform parameters retrieved in block 308, the competitiveness score based on the secondary platform parameters, evaluations, and data logs generated in block 504. In general terms, the competitiveness score represents the probability that client device 112 will select the respective secondary platform 120. In some examples, applications 214 may include algorithms based on machine learning and / or deep learning and / or neural networks and the like, which are trained to improve the competitiveness score. Furthermore, in these examples, applications 214 may be operated by server 108 in a training mode to train the machine learning and / or deep learning-based algorithms and / or the neural networks of applications 214 according to the precepts set forth in this document.

[00104] One or more machine learning algorithms and / or deep learning algorithms and / or networks Petition 870240063414, dated 07 / 26 / 2024, page 64 / 120 39 / 69 neural applications 214 may include, but are not limited to: a generalized linear regression algorithm; a random forest algorithm; a support vector machine algorithm; a gradient boosting regression algorithm; a decision tree algorithm; a generalized additive model; neural network algorithms; deep learning algorithms; evolutionary programming algorithms; Bayesian inference algorithms; reinforcement learning algorithms and the like. However, generalized linear regression algorithms, random forest algorithms, support vector machine algorithms, gradient boosting regression algorithms, decision tree algorithms, generalized additive models and the like may be preferred over neural network algorithms, deep learning algorithms, evolutionary programming algorithms and the like.However, generalized linear regression algorithms, random forest algorithms, support vector machine algorithms, gradient boosting regression algorithms, decision tree algorithms, generalized additive models, and similar algorithms may be preferred over neural network algorithms, deep learning algorithms, evolutionary programming algorithms, and similar algorithms. To be clear, any machine learning algorithm and / or algorithm. Petition 870240063414, dated 07 / 26 / 2024, page 65 / 120 40 / 69 of deep learning and / or appropriate neural networks are within the scope of the present examples.

[00105] Such algorithms based on machine learning and / or deep learning can, for example, track demographic information associated with the users of each client device 112, the nature of requests originating from the block 304, and the parameters associated with each primary platform 116 and each secondary platform 120. With sufficient training, the algorithm can begin to determine patterns of which secondary platforms 120 tend to be selected for a new request among a client device 112 that has a user of a certain demographic and then rank secondary platforms 120 in this way.

[00106] In another example, which can stand on its own or be combined with other examples, the competitiveness score is calculated by ranking the data records from high to low according to their respective numerical values. The lowest numerical value is assigned to the highest competitiveness score, and the highest quota is assigned to the lowest competitiveness score. This example is therefore purely based on which secondary platform 120 has the lowest rates. In another example, which can stand on its own or be combined with other examples, the competitiveness score is calculated by ranking the Petition 870240063414, dated 07 / 26 / 2024, p. 66 / 120 41 / 69 data records are ranked from high to low according to subjective evaluations by a given client device 112 and / or primary platform 116 of the respective secondary platform 120. The lowest rated secondary platform parameter is assigned the lowest competitiveness score, and the highest rated secondary platform parameter is assigned the highest competitiveness score. It should be recognized that the lowest quote is not necessarily the best option, as it may reflect low service quality. Nor does the highest quote indicate the highest service quality. Similarly, the highest rated quote may not provide a competitive price for the services. Furthermore, competitive pricing may depend on the location of the legal professional; a price that is competitive in Toronto may not be considered competitive in Cornwall.Therefore, in further examples, server 108 calculates the competitiveness score based on the quota and at least one other characteristic of the secondary platform parameters, such as rating, years of experience, location and the like, or a combination thereof.

[00107] To improve the reliability of the competitiveness score, server 108 can compute the competitiveness score based on additional calculations. In one example, server 108 calculates a standard deviation for the Petition 870240063414, dated 07 / 26 / 2024, page 67 / 120 42 / 69 data records are compared to all data records calculated in block 504, and then the competitiveness score is computed based on the numerical value of the data records and the calculated standard deviation. In this way, server 108 can identify data records that are outliers.

[00108] In block 512, server 108 selects a subset of secondary platforms 120 based on the competitiveness score calculated in block 508. In some examples, server 108 selects a predetermined number of secondary platforms 120 that have the highest ranking. In certain examples, the subset includes only secondary platforms 120 associated with a competitiveness score that meets or exceeds a predetermined threshold. The predetermined threshold may be selected to exclude secondary platforms 120 that are unlikely to be chosen by client device 112. The subset may comprise any suitable number of secondary platforms 120. In some examples, the subset comprises one secondary platform 120.

[00109] Returning now to Figure 3, block 320 comprises controlling client device 112 to generate the subset of secondary platforms determined in block 316. As part of block 320, server 108 transmits the subset of secondary platforms to the device. Petition 870240063414, dated 07 / 26 / 2024, page 68 / 120 43 / 69 client 112 via primary platform 116 and requests a selection on client device 112 from the subset. In addition to the subset of secondary platforms, server 108 may transmit secondary platform parameters corresponding to secondary platforms 120 in the subset of secondary platforms 120 to assist in selection on client device 112 (alternatively, selection may be automatic, such as the highest competitiveness score, based on a pre-established criterion).

[00110] Server 108 can control client device 112 to display the subset of secondary platforms in a user interface on the client device 112's display. Server 108 can control client device 112 to display the subset of secondary platforms 120 in an order according to their respective rankings determined in block 508. In one example, client device 112 displays the subset of secondary platforms starting with secondary platform 120-1 corresponding to the highest ranking, followed by secondary platform 120-2 corresponding to the second highest ranking, and so on. In another example, client device 112 groups the secondary platforms according to their respective rankings. The groupings can be designated by color, Petition 870240063414, dated 07 / 26 / 2024, page 69 / 120 44 / 69 number, words, or similar. In an example where groupings are designated by text, secondary platforms 120 that are assigned with a competitiveness score above a first threshold can be categorized as “excellent,” quotas that are assigned with a competitiveness score below the first threshold but above a second threshold lower than the first threshold can be categorized as good, and quotas that are assigned with a competitiveness score below the second threshold can be categorized as reasonable. In general terms, the server 108 can be configured so that the client device 112 only displays the quotas that are most likely to be chosen by the user. Compared to certain internet searches of previous technology, computing resources are not wasted by displaying results that are unsuitable for the request in block 304.

[00111] The display of the secondary platform subset 120 may include the display of secondary platform parameters associated with the secondary platform subset 120, but typically only a portion of the secondary platform parameters are transmitted and displayed on the client device 112. In one example, the client device 112 displays only the company name and quota for service providers. Petition 870240063414, dated 07 / 26 / 2024, pp. 70 / 120 45 / 69

[00112] Returning now to Figure 3, block 324 involves receiving a response to the selection. Block 324 is performed by server 108, which receives a response to the selection from client device 112. According to an illustrative example, which will be discussed further below, the response to the selection indicated a selected secondary platform from the subset of secondary platforms 120-1. Furthermore, it will be considered that the request originating from block 304 was made by client device 112-1 on primary platform 116-1.

[00113] In some examples, server 108 does not receive a response to the selection from client device 112 in block 324 and method 300 terminates. As part of block 324, server 108 may update a conversion rate stored in non-volatile memory 212, the conversion rate representing the frequency at which server 108 receives or fails to receive a response to the selection in block 324. The conversion rate may be used by server 108 to compute the competitiveness score for the subset of secondary platforms 120 based on the subsequent performance of block 508.

[00114] In response to receiving the selection response, server 108 can additionally manage a workflow, as shown, in general, in 600 in Figure 6. In the example shown, method 600 is performed between the Petition 870240063414, dated 07 / 26 / 2024, page 71 / 120 46 / 69 blocks 324 and 328.

[00115] Block 604 comprises controlling client device 112-1, primary platform 116-1, and selected secondary platform 120-1 to generate an input workflow. In system 100, block 604 is performed by server 108 in response to receiving a selection response. In one embodiment, the input workflow comprises a plurality of instructions stored in non-volatile memory 212 on server 108 in association with an identifier indicating whether the respective step in the workflow should be performed by server 108, client device 112-1, primary platform 116-1, secondary platform 120-1, or a combination thereof. According to the identifier, the instruction can be transmitted to client device 112-1, primary platform 116-1, or secondary platform 120-1. Some instructions can be executed serially, while other instructions are executed in parallel.Each instruction may include a start date and a deadline. The inbound workflow may include steps to verify the identity of the client device user 112-1, such as transmitting a copy of the client's photo ID from the client device 112-1 to the primary platform 116-1 and / or the secondary platform 120-1. Agreed. Petition 870240063414, dated 07 / 26 / 2024, p. 72 / 120 47 / 69 with legal service regulations, identification may include performing a conflict check on the secondary platform 120-1 and transmitting payment information from the client device 112 to the secondary platform 120-1. Other steps in the input workflow will now occur to those skilled in the art. Note another system resource processing efficiency 100 at this point, where a single input can be performed for both the primary platform 116-1 and the secondary platform 120-1, thereby reducing the duplication of computing resources to perform separate inputs on the primary platform 116-1 and the secondary platform 120-1.

[00116] Block 608 comprises controlling client device 112-1, primary platform 116-1, and secondary platform 120-1 to generate one or more production workflows that represent the primary service workflows of primary platform 116-1 and the secondary service workflows of secondary platform 120-1. In one embodiment, Block 608 may be centrally performed by server 108 (In other embodiments, workflow performance may be centrally managed by server 108 which transfers control of the respective performance of primary service workflows to primary platform 116-1 and secondary service workflows to secondary platform 120-1). Petition 870240063414, dated 07 / 26 / 2024, page 73 / 120 48 / 69 secondary 120-1). In this embodiment, the production workflow combines both the primary service workflow and the secondary service workflows and is centrally managed by server 108. The primary service workflow and the secondary service workflow comprise a plurality of instructions or workflow steps stored in non-volatile memory 212 on server 108 in association with an identifier that indicates whether the respective instruction should be performed by server 108, client device 112-1, primary platform 116-1, secondary platform 120-1, or a combination thereof. According to the identifier, the instruction can be transmitted to client device 112-1, primary platform 116-1, or secondary platform 120-1.Instructions can be determined according to standard workflows, respective to the type of legal service, applicable to all primary platforms 116 and / or all secondary platforms 120 that refer to this legal service, stored in non-volatile memory 212. Such workflows can thus be based on the nature of the electronic request originating from block 304, on the parameters of the secondary platform, or on a combination of these and / or other factors. Some workflow instructions can be performed serially, simultaneously. Petition 870240063414, dated 07 / 26 / 2024, page 74 / 120 49 / 69 time during which other instructions can be performed in parallel, depending on whether the workflow step performance is required on client device 112-1, primary platform 116-1, and / or secondary platform 1201. Each instruction or workflow step may include a start date and a deadline. Instructions may vary depending on the type of service and may include generating an engagement scope for secondary platform 116-1, receiving approval from client device 112-1 for the engagement scope, transmitting a reminder signal to primary platform 116-1 or secondary platform 120-1, transmitting the work product to client device 112, and receiving approval of the work product from client device 112.

[00117] In simple terms, server 108 establishes and monitors the legal services workflow between the user operating client device 112-1 and the legal services professional operating secondary platform 120-1 and the representative of primary platform 116-1. Since the production workflow is centrally managed by server 108, it may not be necessary to duplicate any instruction that is required by both primary platform 116 and secondary platform 120-1.

[00118] As part of blocks 604 and 608, the server Petition 870240063414, dated 07 / 26 / 2024, page 75 / 120 50 / 69 108 can receive feedback data from one or more client devices 112, secondary platforms 120-1, and primary platforms 116.Feedback data may include the time taken to complete the secondary service, whether deadlines were met or not, customer satisfaction with the selected secondary platform 120-1, primary service provider satisfaction with the selected secondary platform 120-1, customer satisfaction with data logs, a quota received by the client device 112 from a source other than the server 108, a quota received by the primary platform 116 from a source other than the server 108, the quality of the secondary service, the responsiveness of the selected secondary platform 120-1, the responsiveness of the client device 112, whether or not the customer would contract the selected secondary platform 120-1 again, and similar data, all of which may form part of future competitiveness scores derived from block 508.

[00119] In some examples, method 600 involves receiving a response to the additional selection from client device 112, as indicated in block 616. In system 100, block 616 is performed by server 108 which determines if a response to the additional selection was received on server 108, the response to the additional selection indicating a different secondary platform 120-2. The block Petition 870240063414, dated 07 / 26 / 2024, page 76 / 120 51 / 69 616, therefore, represents the performance of additional steps in workflows.

[00120] If a response to the additional selection is received, server 108 proceeds to block 620 and updates the input and production workflows stored in non-volatile memory 212 based on the response to the additional selection. Updating the input and production workflows may involve updating identifiers that indicate secondary platform 120-1 instead of indicating secondary platform 120-2. Updating the input and production workflows may also involve duplicating an instruction that has already been performed. Examples of instructions that may need to be duplicated include transmitting a copy of the customer's photo ID, performing a conflict check, and transmitting payment information, or fulfilling an authorization to transfer funds from credit.Once the workflows have been updated, method 600 returns to blocks 604 and 608, implementing the updated input and production workflows.

[00121] In general terms, a client operating device 112-1 may wish to switch to a different law office operating a different secondary platform 120-2 before the production workflow is complete. Since client data and workflows Petition 870240063414, dated 07 / 26 / 2024, page 77 / 120 52 / 69 jobs are centrally managed by server 108, no database needs to be transferred to effect the transition, minimal processing power is spent on secondary platform 120-1 and secondary platform 1202, there is little impact on network load 104, and transition workflows on client device 112-1 are minimized providing a simplified user experience.

[00122] If server 108 determines that no response to the additional selection is received in block 616, server 108 proceeds to block 328.

[00123] Returning now to Figure 3, block 328 involves updating the evaluations based on the response to the selection. In system 100, block 328 is performed by server 108, which updates the evaluations stored in non-volatile memory 212. In the subsequent performance of method 300, the updated evaluation influences which secondary platforms 120 are included in the subset determined in block 316. The updated evaluations can also equally influence the competitiveness scores of block 508.

[00124] In one example, server 108 updates each evaluation to include the frequency with which the respective secondary platform 120 is selected by client devices 112. In block 316 (and / or block 508), server 108 computes the competitiveness score based on the historical popularity of the platform parameters. Petition 870240063414, dated 07 / 26 / 2024, page 78 / 120 53 / 69 secondary. If the respective secondary platform parameter has never been or is rarely chosen, the competitiveness score will be lower than if the secondary platform 120 has been frequently chosen by other client devices 112.

[00125] As part of block 328, server 108 may additionally receive feedback data from client device 112, primary platform 116, and secondary platform 120, which is stored in memory on server 108. Server 108 may additionally update the ratings based on the feedback data. The feedback data may include the number of communications transmitted between secondary platform 120 and client device 112, the real-time time taken by secondary platform 120 to complete the service, and similar data.

[00126] Server 108 may additionally update the ratings in accordance with the electronic request and the parameters of the secondary service. In particular, Server 108 may update the ratings to include client information of the user of a respective client device 112, personal information relating to the secondary service provider, or business information relating to the secondary service provider, or combinations thereof. More generally, Server 108 customizes the rating according to client and service provider attributes. As Petition 870240063414, dated 07 / 26 / 2024, page 79 / 120 54 / 69 as more feedback is accumulated, ratings may reflect which clients are more likely to choose which quotas or which clients are more likely to be satisfied with the service provider. In a non-limiting example, clients may be more likely to select lawyers with similar demographics or similar risk tolerances. Certain clients may value punctuality, while other clients value communication, while still others may value fees.

[00127] After updating the ratings, server 108 can transmit each rating to the respective secondary platform 120 to provide performance feedback to the legal service provider operating secondary platform 120 and to allow adjustments to help the legal service provider improve its future ratings and the probability of selection. Similarly, server 108 can control secondary platforms 120 to generate the updated secondary platform parameters. In a non-limiting example, consider that secondary platform 120-2 was not selected in block 324; therefore, in block 328, server 108 lowers the rating to the secondary platform parameters that were determined in block 316 and associated with secondary platform 120-2. In response to receiving the updated rating, secondary platform 120-2 generates parameters of Petition 870240063414, dated 07 / 26 / 2024, pages 80 / 120 55 / 69 updated platforms that are received on server 108. Server 108 updates the secondary platform parameters stored in non-volatile memory 212. As an example of a performance improvement offer, the secondary platform 120-2, which was not selected in block 304, can lower its quotas in order to improve its competitiveness score.

[00128] Thus, in examples where server 108 relies on updated evaluations to determine the selection in block 316, the algorithm is iterative. The relevance of the distributed secondary platforms to client device 112 may improve over time as server 108 collects more feedback data on client preferences.

[00129] The feedback data received in block 328 can also be used to control production workflows in the subsequent performance of block 608. Instead of implementing a production workflow received from the secondary platform 120, server 108 can generate a production workflow based on the feedback data stored in non-volatile memory 212. The production workflow generated on server 108 can include suggested schedules for completing tasks and templates for completing work products.

[00130] As will now become apparent to those skilled in the art, method 300 can be performed without the platform. Petition 870240063414, dated 07 / 26 / 2024, page 81 / 120 56 / 69 primary 116. In these examples, the client device 112 and the secondary platform 120 communicate directly with the server 108, thus allowing a client device 112 to select a legitimate service provider directly, in a more computationally efficient manner than in the search of the previous technology.

[00131] Figure 7 shows method 300a. Method 300a is a variant of method 300, and identical blocks carry the same references, except when followed by the suffix a. Notably, however, method 300a includes block 316a, which is not present in method 300. Although the remaining blocks in method 300a function substantially the same as their counterparts in method 300, block 316a modifies the original performance of method 300, as will be further explained below. Block 316a, in general, comprises determining a subset of secondary platform combinations. The combinations may be based on secondary platform parameters, the nature of the request from block 304, and / or evaluations.

[00132] The exemplary performance of block 316a is shown in Figure 8. Notably, block 316a includes blocks 510a and 511a, which are not present in block 316. Again, block 316a performs substantially the same way as block 316, except that block 510a comprises updating a data record with an algorithm. Petition 870240063414, dated 07 / 26 / 2024, page 82 / 120 57 / 69 of dynamic pricing, where this pricing is relevant to the competitiveness score in block 508.

[00133] Server 108 can apply the dynamic pricing algorithm only to a portion of the secondary platforms 120. In one example, Server 108 applies the dynamic pricing algorithm from block 316a only to secondary platforms 120 identified in the secondary platform parameters that include a selection to participate in dynamic pricing. If the respective secondary platform parameters include a selection to exclude dynamic pricing, Server 108 instead applies block 316 to generate a data record for the respective secondary platform 120. In examples where the platform parameters include a selection for dynamic pricing, the platform parameters may additionally include a minimum value for the data records. A platform 120-1 can associate the selection for dynamic pricing with all or a portion of its respective secondary platform parameters.For example, the selection for dynamic pricing can be associated with selected service types or areas of law. Overall, a service provider can choose to apply dynamic pricing to quotas generated on server 108 or choose to maintain more direct control over their quotas.

[00134] Block 502a comprises generating a score of Petition 870240063414, dated 07 / 26 / 2024, page 83 / 120 58 / 69 complexity for the electronic request based on secondary request parameters. In a non-limiting example of preparing a will, the complexity score will be higher if the secondary request parameters indicate that the client is married, divorced, has children, owns multiple homes, owns pets, owns a business, or has a pension plan; the complexity score will be lower if the secondary request parameters indicate that the client is single, has no children, does not own a home, does not own a pet, does not own a business, or does not have a pension plan. In general terms, the complexity score predicts the time and effort required by the 120 platform to provide the secondary service.

[00135] The complexity score can be additionally generated based on feedback data received by server 108 in block 328. Feedback data may include the real-time time taken by platforms 120 to perform the secondary service, the number of communications transmitted between client device 112 and platform 120, whether platform 120 updated data records, the year of appointment of the service provider, the geographical distance between client device 112 and platform 120, the client's identity, and similar data. Thus, feedback data can be used to refine the Petition 870240063414, dated 07 / 26 / 2024, page 84 / 120 59 / 69 complexity score and, consequently, the quota.

[00136] The complexity generated in block 502a is additionally applied by server 108 in the subsequent performance of block 608 to generate the production workflow. In some examples, server 108 may suggest schedules for completing tasks in the production workflow according to the complexity score.

[00137] Block 510a involves updating the data records generated in block 504 using a dynamic pricing algorithm. In system 100, block 510a is performed by server 108 in response to the generation of data records in block 504. The dynamic pricing algorithm may comprise algorithms based on machine learning and / or deep learning and / or neural networks and the like, which are trained to improve the data records. Furthermore, in these examples, server 108 may operate in a training mode to train the algorithms based on machine learning and / or deep learning and / or neural networks according to the precepts set forth in this document.

[00138] The one or more machine learning algorithms and / or deep learning algorithms and / or neural networks of the dynamic algorithm may include, but are not limited to: a generalized linear regression algorithm; a random forest algorithm; a machine algorithm Petition 870240063414, dated 07 / 26 / 2024, page 85 / 120 60 / 69 support vector algorithms; a gradient boosting regression algorithm; a decision tree algorithm; a generalized additive model; neural network algorithms; deep learning algorithms; evolutionary programming algorithms; Bayesian inference algorithms; reinforcement learning algorithms and the like. However, generalized linear regression algorithms, random forest algorithms, support vector machine algorithms, gradient boosting regression algorithms, decision tree algorithms, generalized additive models and the like may be preferred over neural network algorithms, deep learning algorithms, evolutionary programming algorithms and the like.However, generalized linear regression algorithms, random forest algorithms, support vector machine algorithms, gradient boosting regression algorithms, decision tree algorithms, generalized additive models, and similar algorithms may be preferred over neural network algorithms, deep learning algorithms, evolutionary programming algorithms, and similar algorithms. To be clear, any suitable machine learning algorithm.

[00139] The dynamic pricing algorithm adjusts the data records based on one or more variables. The variables can be retrieved from non-memory. Petition 870240063414, dated 07 / 26 / 2024, page 86 / 120 61 / 69 volatile 212, from platforms 120, from client device 112, from tertiary platforms, or a combination thereof. Data records may be updated based on secondary platform parameters, ratings, competitiveness scores, market demands for platforms 120, platform 120 availability, competitor pricing, deadlines specified in the electronic request, complexity score generated in block 502a, estimated time required to perform the selected service, historical feedback data representing the real-time time taken by platform 120 to perform the selected service, historical feedback data representing the real-time time taken by platform 120 to perform a similar selected service, customer demographics, years of service provider experience, or a combination thereof.For example, if the requested legal service needs to be performed the next day, server 108 can increase the quota represented by the data records. In another example, if the value of data records for platform 120-1 is above or below the average for all platforms 120, server 108 can adjust the data records to be closer to or equal to the average. In a further example, if the legal service is requested when platforms 120 in a geographic region or area of ​​law have already received it. Petition 870240063414, dated 07 / 26 / 2024, page 87 / 120 62 / 69 Recently, due to a high number of electronic requests, server 108 may increase the value of data records. In a further example, if client device 112 is a regular user of server 108 or platform 120, server 108 may decrease the value of data records. In a further example, if the deadline specified in the electronic request falls on a weekend or holiday, server 108 may increase the value of data records. In a further example, server 108 may increase the value of data records for platforms 120 associated with certain geographic areas. In yet another example, server 108 may increase the value of data records if the preferred deadline is close to the current date and decrease the value of data records if the preferred deadline is far from the current date.

[00140] Thus, in examples where the dynamic pricing algorithm relies on historical feedback data stored on server 108, the dynamic pricing algorithm is iterative. The dynamic pricing algorithm can improve over time as server 108 collects more feedback data from platforms 120 and client devices 112. For example, server 108 can improve the dynamic pricing algorithm based on the rate at which client devices 112 select data records generated using the Petition 870240063414, dated 07 / 26 / 2024, page 88 / 120 63 / 69 dynamic pricing algorithm, the rate at which platforms select dynamic pricing, customer churn rates, customer satisfaction with quotas, and similar.

[00141] After updating the data records, server 108 determines in block 511a whether or not to update the competitiveness score based on the updated data records. If server 108 decides to update the competitiveness score, method 600 returns to block 508 and server 108 updates the competitiveness score based on the updated data records. If server 108 decides not to update the competitiveness score, method 300a advances to block 512, previously described in relation to method 300. Blocks 508, 510a, and 511a can be repeated any appropriate number of times. When the iterations are complete, then block 511a can advance to block 512.

[00142] In view of the foregoing, it will now be apparent that variants, combinations and subsets of the modalities described are contemplated. For example, although method 300 has been discussed previously in relation to securing a mortgage and closing a real estate transaction, other types of legal services are contemplated. For example, the primary service is acquiring a house from a builder or through Petition 870240063414, dated 07 / 26 / 2024, p. 89 / 120 64 / 69 of an agent, and the secondary service is the legal service required to close the purchase or sale transaction. In another example, the primary service is providing life insurance by an insurance company or insurance broker, and the secondary service is preparing a will by a lawyer. In a further example, the primary service is preparing a tax return by an accountant, and the secondary service is tax planning, structuring tax exemptions, or establishing credit by a lawyer. In a further example, the primary service is arranging a funeral service, and the secondary service is obtaining legal authorization for the handling of human waste. Those skilled in the art will now realize how these other examples can be implemented using the principles set forth in this document. Further examples will now occur to those skilled in the art.

[00143] As another example, it is contemplated that the primary workflow can be implemented as a single step that generates a general set of information regarding a given topic, and the secondary service can be a legal service related to the topic. To give a more specific example, the primary service could be part of an offer from an educational institution that is recruiting international students. A primary service might include a general information page about visa requirements. Petition 870240063414, dated 07 / 26 / 2024, pp. 90 / 120 65 / 69 for those international students, and the secondary service may be the preparation of a student visa application by an immigration lawyer.

[00144] It will now become apparent to those skilled in the art that the present specification provides certain advantages over prior technology. For example, block 304 and method 300 can conserve a significant amount of network resources on network 104. Since client device 112 only needs to send the electronic request to server 108, it is no longer necessary for client device 112 to transmit the request to multiple platforms 120. Therefore, the quota request process according to the present description is more resource-efficient than prior technology search systems.

[00145] Furthermore, in some types of prior technology services, requests may not be fully automated because they involve services from more than one service provider, information for which is managed on separate servers, thus involving two separate searches from a client device 112, for example, a real estate purchase may require both the mortgage agreement process as a primary service and then the mortgage agreement fulfillment and the purchase and sale agreement fulfillment as legal services. Petition 870240063414, dated 07 / 26 / 2024, pp. 91 / 120 66 / 69 as a secondary service. Therefore, a service request for a real estate transaction cannot be fulfilled until a legitimate service provider has been secured. This problem contributes to wasted computing and network resources when incomplete service requests are canceled and resubmitted at a later date. System 100 and Method 300 avoid this problem by combining the request for both primary and secondary services.

[00146] Additionally, system 100 and method 300 can improve the analysis efficiency of a plurality of secondary platforms 120 for a suitable service provider. By curating the numerous options presented in the client device 112, computing and network resources can be conserved.

[00147] Additionally, storing customer data and managing production workflows on server 108 improves the process of transferring responsibility for a file from one service provider to another. Since production data is stored on server 108, no network resources are spent transferring customer data from a secondary platform 120-1 to another secondary platform 120-2.

[00148] Furthermore, data records can be obtained from server 108 more quickly than if Petition 870240063414, dated 07 / 26 / 2024, page 92 / 120 67 / 69 the client device 112 would need to send individual requests to a plurality of secondary platforms 120. Specifically, the time period between receiving an electronic request in block 304 and transmitting the data records in block 320 can be shorter compared to prior technology methods. In some embodiments, the client device 112 can receive data records representing quotas almost instantaneously. In other embodiments, the client device 112 can receive data records representing quotas within seconds of sending a request. In contrast, prior technology methods may require several minutes, hours, or even days to distribute quotas from a plurality of service providers in response to a request.

[00149] Furthermore, system 100 can reduce the number of data transmissions between client device 112 and secondary platform 120. In systems of the previous technology, client device 112 will, at some point, send electronic requests that do not include all the information required by secondary platform 120 to prepare a quota. This may necessitate a request for additional information before secondary platform 120 can calculate a quota for transmission to client device 112. By notifying the client to Petition 870240063414, dated 07 / 26 / 2024, page 93 / 120 68 / 69 entries representing a predetermined list of questions, the client device 112 can ensure that all relevant information is transferred to the server 108 in a single transmission. This can increase the speed of requesting and obtaining a quota and final selection of a secondary platform 120.

[00150] Additionally, blocks 308 and 316a can conserve computing resources on secondary platform 120. Because the parameters are stored in non-volatile memory 212 on server 108, secondary platform 120 may only need to generate parameters once, as opposed to generating parameters every time a client requests a quota. The parameters stored in memory on server 108 can be updated periodically or as required. Furthermore, the pricing dynamics performed in block 316a allow quotas to be generated automatically based on the parameters stored in non-volatile memory 212, even for complex circumstances. This reduces the burden on computing resources on secondary platform 120.

[00151] The many features and advantages of the invention become apparent from the detailed specification, and thus it is intended that the appended claims cover all such features and advantages of the invention that fall within the true spirit and scope of the invention. Additionally, since numerous modifications and changes will readily occur Petition 870240063414, dated 07 / 26 / 2024, page 94 / 120 69 / 69 to those skilled in the art, it is not desired to limit the invention to the exact construction and operation illustrated and described and, in this way, all suitable modifications and equivalents may be rearranged, falling within the scope of the invention. Petition 870240063414, dated 07 / 26 / 2024, pp. 95 / 120

Claims

1 / 16 CLAIMS 1. A method for managing data records representing quotas, the method characterized in that it comprises: receiving an electronic request on a server from a client device via a primary platform; retrieving secondary platform parameters stored in memory on the server, each secondary platform parameter associated with one of a plurality of secondary platforms; retrieving an evaluation for each secondary platform parameter, the evaluations stored in memory on the server; the evaluations representing a quality of a combination between a primary workflow corresponding to the primary platform and a secondary workflow that complements the primary workflow and that is hosted by each of the secondary platforms; determining a subset of the secondary platforms based on the secondary platform parameters, the electronic request, and the evaluations;control the client device to generate the subset of secondary platforms; and receive a selection response from the client device, the selection response corresponding to a selected secondary platform from the subset of secondary platforms.

2. Method according to claim 1, characterized in that it further comprises updating the ratings based on the response to the selection.

3. A method according to claim 1, characterized in that receiving the electronic request further comprises: receiving parameters from the primary request; controlling the client device based on the parameters of the primary request; receiving parameters from the secondary request; and controlling the client device based on the parameters of the secondary request.

4. Method according to claim 1, characterized in that determining the subset of secondary platforms further comprises: generating a data record for each of the plurality of secondary platforms; computing a competitiveness score based on at least one of: the respective secondary parameters, the respective evaluations, and the respective data records; and selecting the subset of secondary platforms based on the competitiveness score. Petition 870260024176, dated 03 / 16 / 2026, p. 22 / 39 3 / 16 5. A method according to claim 1, characterized in that it further comprises: controlling the client device, the primary platform, and the secondary platform selected to implement an inbound workflow; and controlling the client device, the primary platform, and the secondary platform selected to implement a production workflow.

6. A method according to claim 5, characterized in that it further comprises: receiving a response to the additional selection from the client device, the response to the additional selection corresponding to another secondary platform from the plurality of secondary platforms; and updating the input and output workflows in accordance with the response to the additional selection.

7. Method, according to claim 4, characterized in that it further comprises: updating data records based on the competitiveness score.

8. Method for managing data records representing quotas, the method characterized by the fact that it comprises: receiving an electronic request on a server from a client device; Petition 870260024176, dated 03 / 16 / 2026, p.23 / 39 4 / 16 retrieve platform parameters stored in memory on the server, each platform parameter associated with one of a plurality of platforms; generate a data record for each of the plurality of platforms; compute a competitiveness score for each of the data records; update the data records based on the respective competitiveness scores; determine a subset of platforms based on the platform parameters, the electronic request, and the competitiveness score; control the client device based on the subset of platforms; and receive a selection response from the client device, the selection response corresponding to a selected platform from the subset of platforms.

9. Method, according to claim 8, characterized in that the computation of the competitiveness score is based on at least one of: the respective secondary parameters, the respective evaluations, and the respective data records.

10. Method according to claim 8, characterized in that it further comprises: Petition 870260024176, dated 03 / 16 / 2026, page 24 / 39 5 / 16 controlling the client device and the selected platform to implement an inbound workflow; and controlling the client device and the selected platform to implement a production workflow.

11. A method according to claim 10, characterized in that it further comprises: receiving a response to the additional selection from the client device, the response to the additional selection corresponding to another platform from the plurality of platforms; and updating the input and output workflows in accordance with the response to the additional selection.

12. System for managing data records representing quotas, the system characterized in that it comprises: a server; a client device configured to transmit an electronic request to the server via a primary platform; and a plurality of secondary platforms configured to transmit secondary platform parameters to the server; wherein the server is configured to: Petition 870260024176, dated 03 / 16 / 2026, page 25 / 39 6 / 16 receive the electronic request; retrieve the secondary platform parameters from memory, each secondary platform parameter associated with one of a plurality of secondary platforms;Retrieve an evaluation for each parameter of the secondary platform, the evaluations stored in memory on the server, the evaluations representing a quality of a combination between a primary workflow corresponding to the primary platform and a secondary workflow that complements the primary workflow, and which is hosted by each of the secondary platforms; determine a subset of secondary platforms based on the secondary platform parameters, the electronic request, and the evaluations; control the client device to generate the subset of secondary platforms based on the evaluations; and receive a selection response from the client device, the selection response corresponding to a selected secondary platform from the subset of secondary platforms.

13. System, according to claim 12, characterized in that the server is additionally configured to update the ratings based on the response to the selection.

14. System according to claim 12, characterized in that the server is additionally configured to: receive primary request parameters from the client device; control the client device based on the primary request parameters; receive secondary request parameters from the client device; and control the client device based on the secondary request parameters.

15. System according to claim 12, characterized in that the server is additionally configured to: generate a data record for each of the plurality of secondary platforms; compute a competitiveness score based on at least one of: the respective secondary parameters, the respective evaluations, and the respective data records; and select the subset of secondary platforms based on the competitiveness score. Petition 870260024176, dated 03 / 16 / 2026, p. 27 / 39 8 / 16 16. System according to claim 12, characterized in that the server is additionally configured to: control the client device, the primary platform, and the secondary platform selected to implement an inbound workflow; and control the client device, the primary platform, and the secondary platform selected to implement a production workflow.

17. System according to claim 16, characterized in that the client device is additionally configured to transmit a response to the additional selection to the server, the response to the additional selection corresponding to another secondary platform from the plurality of secondary platforms; and the server is additionally configured to update the input and output workflows in response to receiving the response to the additional selection.

18. System, according to claim 15, characterized in that the server is additionally configured to update data records based on the competitiveness score. Petition 870260024176, dated 03 / 16 / 2026, pp. 28 / 39 9 / 16 19. System for managing data records representing quotas, the system characterized in that it comprises: a server; a client device configured to transmit an electronic request; and a plurality of platforms configured to transmit platform parameters to the server; wherein the server is configured to: receive the electronic request from the client device; retrieve the platform parameters stored in memory on the server, each platform parameter associated with one of a plurality of platforms; generate a data record for each of the plurality of platforms; compute a competitiveness score for each of the data records; update the data records based on the respective competitiveness scores; determine a subset of the platforms based on the platform parameters, the electronic request, and the competitiveness score;and control the client device based on the platform subset; and Petition 870260024176, dated 03 / 16 / 2026, page 29 / 39 10 / 16 receive a selection response from the client device, the selection response corresponding to a selected platform from the platform subset.

20. System, according to claim 19, characterized in that the server is additionally configured to compute the competitiveness score based on at least one of: the respective secondary parameters, the respective evaluations, and the respective data records.

21. System according to claim 19, characterized in that the server is additionally configured to: control the client device and the platform selected to implement an inbound workflow; and control the client device and the platform selected to implement a production workflow.

22. System, according to claim 21, characterized in that the client device is additionally configured to transmit a response to the additional selection to the server, the response to the additional selection corresponding to another platform from the plurality of platforms; and Petition 870260024176, dated 03 / 16 / 2026, p. 30 / 39 11 / 16 the server is additionally configured to update the input and output workflows in response to receiving the response to the additional selection.

23. Non-transient, computer-readable media, characterized in that it comprises instructions for managing data records representing quotas, the instructions for: receiving an electronic request on a server from a client device via a primary platform; retrieving secondary platform parameters stored in memory on the server, each secondary platform parameter associated with one of a plurality of secondary platforms; retrieving an evaluation for each secondary platform parameter, the evaluations stored in memory on the server, the evaluations representing a quality of a combination between a primary workflow corresponding to the primary platform and a secondary workflow that complements the primary workflow, and which is hosted by each of the secondary platforms;determine a subset of secondary platforms based on secondary platform parameters, electronic request, and evaluations; control the client device to generate the subset of secondary platforms; and Petition 870260024176, dated 03 / 16 / 2026, page 31 / 39 12 / 16 receive a selection response from the client device, the selection response corresponding to a selected secondary platform from the subset of secondary platforms.

24. Non-transient computer-readable media according to claim 23, characterized in that it further comprises instructions for updating the ratings based on the response to the selection.

25. Non-transient computer-readable media according to claim 24, characterized in that receiving the electronic request further comprises: receiving primary request parameters; controlling the client device based on the primary request parameters; receiving secondary request parameters; and controlling the client device based on the secondary request parameters.

26. Non-transient computer-readable media according to claim 23, characterized in that determining the subset of secondary platforms further comprises: generating a data record for each of the plurality of secondary platforms; Petition 870260024176, dated 03 / 16 / 2026, pp. 32 / 39 13 / 16 computing a competitiveness score based on at least one of: the respective secondary parameters, the respective evaluations and the respective data records; and selecting the subset of secondary platforms based on the competitiveness score.

27. Non-transient computer-readable media according to claim 23, characterized in that it further comprises instructions for: controlling the client device, the primary platform, and the secondary platform selected to implement an input workflow; and controlling the client device, the primary platform, and the secondary platform selected to implement a production workflow.

28. Non-transient computer-readable media according to claim 27, characterized in that it further comprises instructions for: receiving a response to additional selection from the client device, the response to additional selection corresponding to another secondary platform from the plurality of secondary platforms; and updating the input and output workflows in accordance with the response to additional selection. Petition 870260024176, dated 03 / 16 / 2026, pp. 33 / 39 14 / 16 29. Non-transient computer-readable media according to claim 26, characterized in that it further comprises instructions for updating data records based on the competitiveness score.

30. Non-transient, computer-readable media, characterized in that it is for managing data records representing quotas, comprising instructions for: receiving an electronic request on a server from a client device; retrieving platform parameters stored in memory on the server, each platform parameter associated with one of a plurality of platforms; generating a data record for each of the plurality of platforms; computing a competitiveness score for each of the data records; updating the data records based on the respective competitiveness scores; determining a subset of platforms based on the platform parameters, the electronic request, and the competitiveness score; controlling the client device based on the subset of platforms; and Petition 870260024176, dated 03 / 16 / 2026, p.34 / 39 15 / 16 receive a response to the selection from the client device, the response to the selection corresponding to a selected platform from the subset of platforms.

31. Non-transient computer-readable media, according to claim 30, characterized in that the computation of the competitiveness score is based on at least one of: the respective secondary parameters, the respective evaluations, and the respective data records.

32. Non-transient computer-readable media according to claim 30, characterized in that it further comprises instructions for: controlling the client device and the platform selected to implement an input workflow; and controlling the client device and the platform selected to implement a production workflow.

33. Non-transient computer-readable media, according to claim 32, characterized in that it further comprises instructions for: receiving a response to additional selection from the client device, the response to additional selection corresponding to another platform from the plurality of platforms; and updating the input and output workflows in accordance with the response to additional selection.

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