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公开(公告)号：EP3828802A1
公开(公告)日：2021-06-02
申请号：EP20213318.7
申请日：2015-06-30
IPC分类号： G06Q30/04 , G06Q40/00 , G06Q10/06 , G06F17/40 , G06F21/62 , G06Q10/10 , G06Q20/10 , G06Q40/02 , G09C1/00
摘要： The invention relates to a computer system for creating a fee agreement comprising: a single application server comprising a processing device configured to perform the following: receive identification of a legal field from a user device; provide a plurality of template fee agreements to the user device; receive identification of a single template fee agreement from the user device; receive terms selection data according to the selected template fee agreement from the user device; automatically generate a fee agreement; scan and perform optical character recognition on another fee agreement; analyze the another fee agreement for a term or condition including at least one of a billable rate, a contingency fee, or a term of payment; provide the term or condition to the fee agreement based on the analysis of the another fee agreement; and display the fee agreement.
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公开(公告)号：EP3161745A1
公开(公告)日：2017-05-03
申请号：EP15814628.2
申请日：2015-06-30
CPC分类号： G06Q40/125 , G06F17/40 , G06F21/62 , G06Q10/06 , G06Q10/1091 , G06Q20/16 , G06Q30/04 , G06Q40/025 , G06Q40/12 , G09C1/00
摘要： The present invention consists of an improved system and method for improved budgeting and forecasting where data can be collected for prior years by account and by month, then a factor for the year may be applied to the data and reports are generated to create a budget for the upcoming year based upon inflation and cost o living, as well as other factors.
摘要翻译： 本发明包括用于在全球基础上管理和运营公司的改进的系统和方法，其中公司数据，收入，成本和支出可以被分配到实践组，子实践组，计时员或本地利润中心 。 代替从主要母公司Global Corporation管理一家公司，一家国际公司通过将工人分为几类进行横向管理，然后在地方工人组，然后是地区工作人员和全国工人管理这些工人。 以这种方式，公司可以运行报告以显示工人的最佳盈利能力和管理。
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公开(公告)号：EP3161761A1
公开(公告)日：2017-05-03
申请号：EP15815185.2
申请日：2015-06-30
CPC分类号： G06Q40/125 , G06F17/40 , G06F21/62 , G06Q10/06 , G06Q10/1091 , G06Q20/16 , G06Q30/04 , G06Q40/025 , G06Q40/12 , G09C1/00
摘要： The present invention consists of an improved system and method for improved budgeting and forecasting where data can be collected for prior years by account and by month, then a factor for the year may be applied to the data and reports are generated to create a budget for the upcoming year based upon inflation and cost o living, as well as other factors.
摘要翻译： 本发明包括用于在全球基础上管理和运营公司的改进的系统和方法，其中公司数据，收入，成本和支出可以被分配到实践组，子实践组，计时员或本地利润中心 。 代替从主要母公司Global Corporation管理一家公司，一家国际公司通过将工人分为几类进行横向管理，然后在地方工人组，然后是地区工作人员和全国工人管理这些工人。 以这种方式，公司可以运行报告以显示工人的最佳盈利能力和管理。
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4.发明公开
公开(公告)号：EP3161747A1
公开(公告)日：2017-05-03
申请号：EP15815416.1
申请日：2015-06-30
CPC分类号： G06Q40/125 , G06F17/40 , G06Q10/06 , G06Q30/04 , G09C1/00
摘要： The present invention consists of an improved partnership profit sharing system wherein hours billed and collected are tallied for a given time period, profits are determined, and then according to a predetermined set of rules, time billed and collected by each billing and client originating partner is assigned a ratio or factor by which the profit share will be divided among those eligible to share in the firm or company profits for the year. Positive leveraging factors include: time billed versus time collected, the rank of the total funds collected by a billing entity, the client's business ranking in terms of financial and business strength, placement on the Fortune 500 and the like.
摘要翻译： worin小时结算，并收集的改进的合伙利润共享系统的本发明besteht指记录对于给定的时间段，利润是确定性的开采，然后雅丁到一组预定的规则，时间计费并收集由每个计费和客户发端合作伙伴是 分配比例或系数由利润份额将在那些符合条件的企业或公司当年利润分享进行划分。 正借力因素包括：计费与收集的时间的时候，通过记帐实体收集到的资金总额的排名，客户的业务排名在世界500强之类的财务和经营实力，安置条款。
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5.发明公开
公开(公告)号：EP3907686A1
公开(公告)日：2021-11-10
申请号：EP21169326.2
申请日：2015-06-30
摘要： The present invention consists of an improved billing system for professional companies and firms with enhanced handing of all client data including names, addresses, websites, phone numbers, fax numbers and the like. The present invention can also track mergers and acquisitions of clients, write offs, taxing structure for bills, and it may display client data according to the security level or staff function of the person attempting to access the data. It can provide mass discounts on bills, and store various client feearrangements which are linked to the client data. In many ways the efficient handling of numerous fields of client data information is improved.
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公开(公告)号：EP3183700A1
公开(公告)日：2017-06-28
申请号：EP15833888.9
申请日：2015-08-21
CPC分类号： G06Q10/1091 , G06Q30/04 , G06Q40/125
摘要： The present invention consists of an improved System and Method for raising inter-frim invoices, processing transfers and postings. The system and method provides for raising invoices and processing transfers for processing directly between two entities, or through a plurality of entities all in one streamlined system. With this improved system and method, associated businesses or organizations may collect their cost sharing expenses across multiple entities seamlessly. Further, each entity may specify the frequency to receive invoices from other entities. With such an improved System, Inter-frim transfers and postings can be readily accomplished immediately, processing hundreds of thousands of time entries in less than one business day.
摘要翻译： 本发明包括用于提高跨界发票，处理转移和张贴的改进的系统和方法。 该系统和方法用于提高发票和处理转移，以便直接在两个实体之间进行处理，或者通过一个流线型系统中的多个实体进行处理。 通过这种改进的系统和方法，关联的企业或组织可以无缝地跨多个实体收集他们的成本分摊费用。 此外，每个实体可以指定从其他实体接收发票的频率。 有了这样一个改进的系统，跨边界传输和发布可以立即完成，在不到一个工作日内处理数十万条时间条目。
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公开(公告)号：EP3161746A1
公开(公告)日：2017-05-03
申请号：EP15815178.7
申请日：2015-06-30
CPC分类号： G06Q30/0635 , G06F17/40 , G06Q10/06 , G06Q20/14 , G06Q30/04 , G06Q40/123 , G09C1/00 , H04L9/3226 , H04L9/3234
摘要： The present invention consists of an improved system and method for tracking expenses and billing them to a client, matter, task, activity, client group or phase and assessing goods and services purchased to these categories on a line by line basis. The system also allows an employee to place an order by selecting from a list of preapproved vendors and checking both vendor ratings and item ratings prior to purchase. Once the items are received, the bill of lading is reviewed for receipt of the proper items in the proper quantities. This information may be scanned, texted or emailed into the system to generate additional in house reviews for the system. Information on the items purchased is allocated across one or more ledgers on a line by line basis and may be entered into one or more of the following categories: Client ID, Task, Activity, Phase, Matter and Client Group.
摘要翻译： 本发明包括一种改进的系统和方法，用于追踪费用并将它们记入客户，事项，任务，活动，客户群或阶段，并且逐行评估向这些类别购买的商品和服务。 该系统还允许员工通过从预先批准的供应商列表中进行选择并在购买之前检查供应商评级和项目评级来下订单。 收到物品后，检查提单是否收到适当数量的正确物品。 这些信息可能会被扫描，发送短信或通过电子邮件发送到系统中，为系统生成更多的内部评论。 购买物品的信息将逐行分配到一个或多个分类帐中，并可能会输入以下一个或多个类别：客户ID，任务，活动，阶段，事项和客户群。
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8.发明公开IMPROVED CLIENT ENTRY AND MAINTENANCE SYSTEM FOR TIMEKEEPING AND BILLING FOR PROFESSIONAL SERVICES SYSTEM AND METHOD. 审中-公开改进的客户端输入与维护系统专业服务的系统和方法时间及报名费计算
公开(公告)号：EP3161743A1
公开(公告)日：2017-05-03
申请号：EP15814073.1
申请日：2015-06-30
摘要： The present invention consists of an improved billing system for professional companies and firms with enhanced handing of all client data including names, addresses, websites, phone numbers, fax numbers and the like. The present invention can also track mergers and acquisitions of clients, write offs, taxing structure for bills, and it may display client data according to the security level or staff function of the person attempting to access the data. It can provide mass discounts on bills, and store various client fee arrangements which are linked to the client data. In many ways the efficient handling of numerous fields of client data information is improved.
摘要翻译： 对于专业的公司和企业与包括姓名，地址，网站，电话号码，传真号码等所有clientData的增强移交改进计费系统的本发明besteht。 因此，本发明能够跟踪客户的合并和收购，写权衡，对于票据征税结构，并且它可以显示clientDatagemäß到试图访问所述数据的人员的安全等级或工作人员的功能。 它可以在账单提供大量的折扣，并存储各种客户费用的安排，这是链接到客户机的数据。 在许多方面提供的客户数据信息的许多领域的高效处理。
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公开(公告)号：EP3979173A1
公开(公告)日：2022-04-06
申请号：EP21210234.7
申请日：2015-06-30
摘要： The present invention relates to a computer system configured to determine profit allocation, the computer system comprising:
an application server comprising a processing device and a non-transitory storage medium for storing instructions that when executed by the processing device cause the processing device to perform the following:
receive a Billing Entity ID corresponding to a Billing Entity within a company;
log time Billed and Time Collected by the Billing Entity for a client;
ping a third party website to retrieve information regarding the stability of the client;
create a plurality of predetermined rules to calculate a Billing Entity Factor, which is proportional to the time collected divided by the time billed by the Billing Entity, and adjust the Billing Entity Factor based on the information regarding the stability of the client; and
determine profit allocation for the Billing Entity based on the adjusted
Billing Entity Factor.-
公开(公告)号：EP3161748A1
公开(公告)日：2017-05-03
申请号：EP15815756.0
申请日：2015-06-30
CPC分类号： G06Q20/14 , G06Q10/1091 , G06Q20/145 , G06Q30/04 , G06Q40/125 , G06Q50/18 , G09C1/00
摘要： The present invention consists of an improved system and method for generating flat fee bills and interim bills to professional service clients where the system will automatically assign a flat fee amount to a client's matter, task or activity and then the final bill amount issued to the client will not exceed the flat fee contractually agreed upon. The flat fee payment amount may be billed each time a matter, task, or activity is mentioned in a client bill. An interim bill also may be generated for a client at anytime in order to collect retainers and advance funds. The improved method and system is directed to use in professional services firms such as law, engineering, architecture, accounting and the like.
摘要翻译： 本发明包括一种改进的系统和方法，用于向专业服务客户端生成固定费用费用和中期票据，系统将自动为客户的事务，任务或活动分配固定费用金额，然后向客户发送最终账单金额 不超过合同约定的固定费用。 每次在客户账单中提及事项，任务或活动时，可以收取固定费用支付金额。 客户可以随时为客户收取临时账单，以收集保证金和提前资金。 改进的方法和系统旨在用于法律，工程，建筑，会计等专业服务公司。
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