Patent AU-2021201324-A1 (AU)
Title: Improved client entry and maintenance system for timekeeping and billing for professional services system and method
Inventor: SHAABAN AHMED FAROUK
IPC: G06F17/40
Filed: 2021-03-01
Abstract: A computer system configured to manage client data, the computer system 
including a database, and an application server including 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, via a firm or 
company providing a billable good or service, at a time when a new client account is 
created and prior to transmission of a bill according to the new client account, client 
identification data corresponding to a client, receive, via the firm or company providing 
the billable good or service, at the time when the new client account is created and prior 
to transmission of the bill according to the new client account, identification of at least two 
different bill payers for the new client account and corresponding information designating 
percentages of bills to be paid by the at least two different bill payers, receive, via the firm 
or company providing the billable good or service, at the time when the new client account 
is created and prior to transmission of the bill according to the new client account, an 
indication of at least one preferred language for billing associated with the new client 
account, receive, via the firm or company providing a billable good or service, at the time 
when the new client account is created and prior to transmission of the bill according to 
the new client account, an indication of at least one preferred language for dunning 
associated with the new client account, create, via the firm of company providing a billable 
good or service, in the database at the time when the new client account is created and 
prior to transmission of the bill according to the new client account, a client record 
associated with the client, the client record including the at least one preferred language 
for billing, the at least one preferred language for dunning, the identification of the at least 
two different bill payers, and the information designating percentages of bills to be paid 
by the two different bill payers, and send bills for the billable good or service to the at least 
two different bill payers, using the at least one preferred language for billing and applying 
a mass discount according to the percentages of bills to be paid by the two different bill 
payers.
1/4 
12 Enter Client Info: Name, Addresses, -10 
Phone #s, Websites, Fax No's 
14 
Set Multiple Languages and Currencies 
Enter Corp Info: Corp, 
Company,  
Partnership, LLC, PC, NFP, etc.  
18 1 
Associate to Related Corps: Parent, 
Sibling, Subsidiary, Holding Co.  
I 20 
Enter Mergers & Acquisitions Info -
22 1 
Enter Percents for Multiple 
Payers 
T - 24 
Enter Tax Coding: Local, Regional, National 
26 
Tag Client: Open, Closed or Declined 
28 
Apply Mass Discounts by Client, Type, 
Activity, Law Area, Matter, Task 
Capture Fee Arrangement, Engagement 
Letter, Contingency Fee Arrangement 
Data Import/Export - Merger/ 32 
Acquisition, or Split Off/Spin Off, or 
Merge/Split Billing Offices 
Figure 1