Systems and methods for workflow and practice management

The present disclosure is directed towards systems and methods for workflow and practice management that are particularly useful to professional service industries. The inventive systems and methods provide tools for planning a matter or project, executing a matter or project and analysing the succe...

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Main Authors Quinn, Brian C, Riehl, Damien, Rawson, David, Albaum, Shelly, Scimeca, Colleen, Dahn, Mike, Colbert, Emily, Francis, Scott, Hendry, Chris
Format Patent
LanguageEnglish
Published 29.09.2022
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Abstract The present disclosure is directed towards systems and methods for workflow and practice management that are particularly useful to professional service industries. The inventive systems and methods provide tools for planning a matter or project, executing a matter or project and analysing the success or failure of a matter or project. Templates are developed to provide organizational and task execution assistance while at the same time providing detailed information for performance analytics tools.
AbstractList The present disclosure is directed towards systems and methods for workflow and practice management that are particularly useful to professional service industries. The inventive systems and methods provide tools for planning a matter or project, executing a matter or project and analysing the success or failure of a matter or project. Templates are developed to provide organizational and task execution assistance while at the same time providing detailed information for performance analytics tools.
Author Quinn, Brian C
Hendry, Chris
Colbert, Emily
Scimeca, Colleen
Albaum, Shelly
Francis, Scott
Dahn, Mike
Riehl, Damien
Rawson, David
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– fullname: Dahn, Mike
– fullname: Colbert, Emily
– fullname: Francis, Scott
– fullname: Hendry, Chris
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Snippet The present disclosure is directed towards systems and methods for workflow and practice management that are particularly useful to professional service...
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SubjectTerms CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
ELECTRIC DIGITAL DATA PROCESSING
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
Title Systems and methods for workflow and practice management
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