Ensuring the accurateness and currentness of information provided by the submitter of an electronic invoice throughout the life of a matter

Patent metadata

Field	Value
Publication number	US-11763380-B2
Application number	US-202016869649-A
Country	US
Kind code	B2
Filing date	May 8, 2020
Priority date	Jun 9, 2003
Publication date	Sep 19, 2023
Grant date	Sep 19, 2023

Abstract

A facility for insuring information currentness is described. The facility receives from a party a request to submit an invoice. In response to receiving a request, the facility tests the currentness of information to be provided by the party. The facility permits the party to submit an invoice in connection with the request only if the testing determines that the information to be provided by the party is current.

First claim

We claim:

1. A method in a server computing system having a processor and memory for ensuring currentness of information provided by a submitter of an electronic invoice relating to a representation by the submitter of a client, comprising:
receiving, by the server computing system, an identification of information that is to be periodically collected from the submitter of the electronic invoice in connection with the representation by the submitter of the client, wherein the information that is to be periodically collected is distinct from the electronic invoice;
receiving, by the server computing system, an indication of a time by which the information is to be collected from the submitter;
transmitting, by the server computing system, an alert to the submitter to indicate at least a portion of the information that is to be periodically collected is due based on the indication of the time by which the information is to be collected, wherein the alert comprises a first hyperlink that, when activated by the submitter, causes presentation of a user interface that provides the submitter with access to the server computing system, wherein the access to the server computing system is configured to enable the submitter to input the information that is to be periodically collected;
receiving, by the server computing system from a computer system of the submitter, the information via inputs to the user interface that provides the submitter with access to the server computing system subsequent to transmitting the alert;
providing, by the server computing system to the computer system of the submitter, a second hyperlink to an invoice submission user interface in response to the computer system of the submitter providing the at least the portion of the information that is due to the user interface;
receiving, by the server computing system from the computer system of the submitter, an invoice via the invoice submission user interface;
preventing, by the server computing system, invoice submission by the computer system of the submitter prior to the computer system of the submitter providing the at least the portion of the information that is due to the user interface; and
storing, by the server computing system, the information in a data structure.

2. The method of claim 1 , wherein the submitter is a law firm and the representation relates to a legal matter.

3. The method of claim 1 , wherein the identified information comprises a matter budget.

4. The method of claim 1 , wherein the identified information comprises a matter status report.

5. The method of claim 1 , wherein the identified information comprises a matter cost estimate.

6. The method of claim 1 , further comprising:
periodically providing notifications to the submitter, each notification identifying any information required for any of a plurality of matters in which the submitter is representing the client that (1) have not been provided and (2) have a time to be collected from the submitter that is not in the future.

7. The method of claim 1 , further comprising:
testing, by the processor, an accuracy of the information collected from the submitter;
generating, based on the tested accuracy of the information collected from the submitter, a predictive accuracy metric relating to the representation by the submitter of the client; and
generating, by the server computing system, a signal representing a display of a visual representation of the predictive accuracy metric; and
transmitting, by the server computing system, the signal representing the display of the visual representation to the computer system of the submitter.

8. A server computing system for ensuring currentness of information provided by a submitter of an electronic invoice relating to a representation by the submitter of a company, the server computing system comprising:
a processor;
a memory storing program instructions that cause the server computing system perform operations including:
receiving, by the server computing system, an identification of information that is to be periodically collected from the submitter of the electronic invoice in connection with the representation by the submitter of a client, wherein the information that is to be periodically collected is distinct from the electronic invoice;
receiving, by the server computing system, an indication of a time by which the information is to be collected from the submitter;
transmitting, by the server computing system, an alert to the submitter to indicate at least a portion of the information that is to be periodically collected is due based on the indication of the time by which the information is to be collected, wherein the alert comprises a first hyperlink that, when activated by the submitter, causes presentation of a user interface that provides the submitter with access to the server computing system, wherein the access to the server computing system is configured to enable the submitter to input the information that is to be periodically collected;
receiving, by the server computing system from a computer system of the submitter, the information via inputs to the user interface that provides the submitter with access to the server computing system subsequent to transmitting the alert;
providing, by the server computing system to the computer system of the submitter, a second hyperlink to an invoice submission user interface in response to the computer system of the submitter providing the at least the portion of the information that is due to the user interface;
receiving, by the server computing system from the computer system of the submitter, an invoice via the invoice submission user interface;
preventing, by the server computing system, invoice submission by the computer system of the submitter prior to the computer system of the submitter providing the at least the portion of the information that is due to the user interface; and
storing, by the server computing system, the information in a data structure.

9. The server computing system of claim 8 , wherein the submitter is a law firm and the representation relates to a legal matter.

10. The server computing system of claim 8 , wherein the identified information comprises a prediction of matter outcome.

11. A non-transitory computer-readable storage medium storing program instructions that cause a server computing system having a processor to perform operations comprising:
receiving, by the server computing system, an identification of information that is to be periodically collected from a submitter of an electronic invoice in connection with a representation by the submitter of a client, wherein the information that is to be periodically collected is distinct from the electronic invoice;
receiving, by the server computing system, an indication of a time by which the information is to be collected from the submitter;
transmitting, by the server computing system, an alert to the submitter to indicate at least a portion of the information that is to be periodically collected is due based on the indication of the time by which the information is to be collected, wherein the alert comprises a first hyperlink that, when activated by the submitter, causes presentation of a user interface that provides the submitter with access to the server computing system, wherein the access to the server computing system is configured to enable the submitter to input the information that is to be periodically collected;
receiving, by the server computing system from a computer system of the submitter, the information via inputs to the user interface that provides the submitter with access to the server computing system subsequent to transmitti

Assignees

• Thomson Reuters Entpr Centre Gmbh

Inventors

• Melling Thomas G
• Wencel Ronald G
• Shriber Gregory P
• Boone Richard D
• Murray Donald
• Thomas Robert

Classifications

• G06Q40/00 Primary

  Finance; Insurance; Tax strategies; Processing of corporate or income taxes · CPC title

• G06Q10/0639

  Performance analysis of employees; Performance analysis of enterprise or organisation operations · CPC title

• G06Q20/102

  Bill distribution or payments · CPC title