Patent ID: 9635113
Date: 2017-04-25
CPC Classifications: G06F,G06Q,H04L

Claim:
1. A distributed computer-implemented system for providing a client engagement, conclusion and information-sharing platform to assist a service provider and a client in the creation, termination and management of their professional relationship, the system comprising: a data storage to store a client database, wherein information pertaining to a client is stored in the client database; one or more servers comprise one or more software applications and one or more processors, the one or more processors running a software application, the one or more processors configured to execute computer program steps, the steps comprising: creating a client instance; creating a matter instance pertaining to said client instance; contributing particular terms of engagement for said matter instance; generating an engagement letter; transmitting said engagement letter; accepting said engagement letter; and creating a private collaboration portal for said matter accessible to said service provider and said client; and one or more digital devices connected through a computer network to said one or more servers.