发明名称 Methods and systems for case budgeting and expense reduction
摘要 A method and system for managing legal fees and minimizing costs of an organization involves periodically receiving case budget information consisting at least in part of identification, billing rate, and hours for each person projected to work on a legal project for the organization. The case budget information is received by internal counsel for the organization from external counsel via entry of the information on a template provided by internal counsel and uploaded to an internal matter management system of the organization if approved by internal counsel. At the end of each billing cycle, current bill data from external counsel is also uploaded to the internal matter management system of the organization, and the current bill data is compared with the case budget information. A report is generated flagging any discrepancies between the current bill data and the case budget information.
申请公布号 US8311909(B2) 申请公布日期 2012.11.13
申请号 US20060592089 申请日期 2006.11.02
申请人 HELFER MICHAEL;HEYRICH MICHAEL T.;ZULAICA MARIA M.;CITIBANK, N.A. 发明人 HELFER MICHAEL;HEYRICH MICHAEL T.;ZULAICA MARIA M.
分类号 G06F15/02 主分类号 G06F15/02
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