1. Technical Field
The present invention relates to a method and system for the delivery and provision of professional services using an internet-based platform capable of sharing resources.
2. Background
The traditional market for professional services is highly fragmented and inefficient due to the varying and diverse expertise of the professionals and the industries they serve. Take for example, the legal industry. Lawyers are licensed in disparate jurisdictions and specialized in distinct fields. They have different levels of experience and operate at varying levels of competence. While large law firms are able to bring together various niche services providers to aggregate supply, they make up for only a fraction of the legal community and contribute to its rigid and hierarchical “old-school” nature.
Presently, the supply-side architecture of the legal services industry lags other industries. Lawyers use software applications for their billing, office and case management. However, the legal profession has not yet adopted the now available web-based technology to provide legal services to their clients. They also don't typically collaborate online with other lawyers throughout the entire deal process (from sourcing to final payment). While there are online databases such as Martindale-Hubble, these services do not allow for meaningful interaction, collaboration or transactions (i.e. the full legal experience). The problem is that they resemble more closely to an online phonebook than an interactive exchange where legal service providers and service requesters or consumers conduct business.
According to Thomson Research, consumers demand greater efficiency and transparency of online legal services. Consumers are frustrated with navigating an ever-increasing volume of legal information online as they are untrained or inexperienced in digesting this over-saturation of seemingly unrelated and fragmented data. Thomson Research also suggests that evaluating the credibility of legal information and legal professionals is equally difficult. The problem is that while consumers are being serviced in other industries via the Internet, the legal profession has lagged further behind.
An inefficient marketplace is typically manifested by a large variation in prices for a given quality of service. In the present system, a great majority of legal service providers charge their clients based on billing rates. They bill varying hours for the same product, with larger firms commanding the highest rates. Thus, for the same quality of legal service, the price of the work product can vary greatly.
For many lawyers, large percentages of revenue often lie within few customers. Loss of one major client can have significant repercussions. This is particularly evident for the thousands of long-tail/mid-tail providers, who have limited relationships and compete against larger counterparts with global reach. As a result, smaller firms and lawyers often lose new business because they can only service 60-80% of a client's needs. While these lawyers are more likely to adopt new technology, there have been no complete solutions to date for on-demand collaborations with the clients and other out-of-network legal professionals including assistants, paralegals, and consultants, in a virtual or online environment. Moreoever, there is a perceived drawback of online systems that one must contend with a reduced level of confidentiality, security and control. For litigators, there is the worry that it could mean a loss of attorney-client privilege.
Accordingly, there is a need for a secure platform that facilitates the formation and management of client and professional teams possessing the requisite talents for specific projects and the efficient collaboration of team members in a virtual or online workroom.
An object of the present invention is to provide a method and system for harnessing the network effect of professionals in a virtual or online space even though such professionals may be physically located in disparate and far-flung geographical regions.
Another object is to provide an intuitive, simple-to-use user interface for requesters or consumers of professional services to access and seek optimal price and performance from such networks of professionals.
Still another object is to provide a secure online portal to facilitate the connection and collaboration of professionals through a wide area network such as a packet switched network such that professionals having different skill sets and located in different geographical regions will be able to share knowledge and skills and to network and collaborate with each other on complex projects in an efficient and cost effective manner.
Yet another object is to provide a secure workroom to enable collaboration among authorized professionals of a team to selectively share encrypted documents in a confidential but yet user-friendly manner.
According to the present invention, a system comprising a server or group of servers is configured to enable and to facilitate the dynamic or on-demand connection of computing devices to form one or more closed networks or teams of professionals for the purpose of collaborating on a project-by-project basis or on a fixed term relationship.
In a presently preferred embodiment, the inventive platform is configured on servers and storage devices provided by large scale networked data centers accessible through broadband networks. The servers include a database server, an application server, a web server, and a media server. The database server includes data relating to the identity of individual profiles of professionals and a plurality of networks of access devices, a secure data room accessible only by authorized access devices for sharing data and files among the networked professionals. The web server also includes an input module for collecting requests for services including budget and pricing information for a project, presenting such requests to the access devices of the professionals, and displaying bids from the service providers to the requesters. A transaction module is also provided for credit management including managing payments corresponding to specific milestones agreed to by the parties. A request filter parses the service requests and derives indicia of professional services in terms of the relevant expertise, which indicia will be used for searching or matching with relevant service providers. A matching module matches the service requesters to the service providers on the platform.
The various features of novelty which characterize the invention are pointed out with particularity in the claims annexed to and forming a part of the disclosure. For a better understanding of the invention, its operating advantages, and specific objects attained by its use, reference should be had to the drawings and descriptive matter in which they are illustrated and described preferred embodiments of the invention.
Other objects and features of the present invention will become apparent from the following detailed description considered in conjunction with the accompanying drawings. It is to be understood, however, that the drawings are designed solely for purposes of illustration and not as a definition of the limits of the invention, for which reference should be made to the appended claims. It should be further understood that the drawings are not necessarily drawn to scale and that, unless otherwise indicated, they are merely intended to conceptually illustrate the structures and procedures described herein.
In the drawings, wherein like reference characters denote similar elements:
Preferably, the inventive system is implemented on a cloud-computing services platform (the “cloud platform”) accessible by users around the globe via a packet-switched network such as the Internet. The cloud platform provides the inventive system with operational, fault-tolerant and service-specific security processes as well as redundancies by using highly scalable servers (i.e. ability to add servers on demand) in diverse geographical locations. It also provides a virtualized computing application layer for implementing a variety of software services for the inventive system such as those disclosed herein. Since confidential documents and messages are shared among them and payments are transacted among the service providers and requesters, security and reliability of the system are of paramount concerns to the users of this system.
The system is preferably built pursuant to applicable ISO 9000 standards and is configured to utilize security features of a cloud computing platform for certification and accreditation pursuant to SAS70 Type II or equivalent. Unlike popular online social networks, such security features are necessary for the provision of professional services and will be demanded by both the providers and clients.
In a presently preferred embodiment, the inventive system includes a database server, an application server, a web server, and a media server. The database server includes data relating to the identity of individual profiles of professionals and a plurality of networks of access devices, a secure data room accessible only by authorized access devices for sharing data and files among the networked professionals. The web server also includes an input module for collecting requests for services including budget and pricing information for a project, presenting such requests to the access devices of the professionals, and displaying bids from the service providers to the requesters. A transaction module is also provided for credit management including managing payments corresponding to specific milestones agreed to by the parties. A request filter parses the service requests and derives indicia of professional services in terms of the relevant expertise, which indicia will be used for searching or matching with relevant service providers. A matching module matches the service requesters to the service providers on the platform. In brief, the system facilitates the connection and collaboration of providers to transact services with clients. The collaborative system provides three primary functionalities to the users: (1) ability to selectively connect or network with other registered users (e.g., members of their teams and select service providers) in the system, (2) ability to collaborate with authorized and registered users in a secure data or work room, and (3) ability for service requesters to manage agreed milestones and to transact payments corresponding to the agreed milestones.
Users may be requesters for professional services such as legal services; the users may also be service providers such as attorneys or accountants. Each user is required to register and to provide profile information that may be used for authentication, networking, and matching purposes. In the case of a corporate user, the requested information will include the name of the company, place of organization, year started, address, name of contact, and annual revenue etc. For service providers such as attorneys, the information will include his name, address, jurisdictions in which they are licensed to practice their professions, academic and other credentials, professional experience, and practice profile, etc., which will be useful for the matching module to match them to the service requesters or for a connection module to facilitate the connections among the users. The users may also be assistants or paralegals of the attorneys or the service requesters. In a presently preferred embodiment, the matching module includes a search engine.
There is shown in
The service requesters may submit a project to the Interface 12 for bidding by the various virtual teams on the platform. Recognizing the requesters lack the requisite sophistication to seek the most qualified providers, the matching module 18 matches the project requirements to relevant service providers and ranks them in accordance with the project parameters and the providers' profiles. Specifically, the matching module 18 analyzes the project description by way of keywords used by the requester and associated metadata and searches through the profiles of the providers to determine the number of keywords or metadata matched and derive a relevance ranking. The matching module 18 may also make use of a request input filter which parses the written project description from the client and extracts important parameters for processing by the matching module 18. The more keywords, metadata and project parameters are matched, the more relevant the provider is to the project. Once the providers are identified, the system forwards the project to the identified providers via a previously specified communication method (e.g., email or SMS or posting via the platform to the identified providers) and requests them to respond to the request for bids within a specified time period.
To facilitate on-demand collaboration among the providers, the transaction module provides revenue splitting based on previously agreed percentages. Thus, prior to submitting a bid, the providers may agree to a certain revenue split among them and which percentages are entered into the Transaction module 22 such that when payments are released for a completed milestone, the transaction module automatically divides and distributes the payments to the team members.
To further enhance collaboration among the users, the system may issue virtual currency to the users, which may be used for trading by the users in order to obtain certain privileges or rights. This concept is akin to the airlines' frequent mileage programs. Accordingly, providers will accumulate increased amount of virtual currency the more they use the services provided by the platform. Virtual currency can be used by users to barter and negotiate with other registered users. Virtual currency may also allow the users to, for example, trade or purchase leads from other users in an open market place on the platform. In the case of lawyers, the virtual currency could also allow them to obtain sample legal papers (e.g., motion papers and form contracts), and negotiate various deals as a part of a virtual team/firm. The platform will allow for virtual currency to evolve and increase in value. In a preferred embodiment, the virtual currency is in the form of points provided to registered users of the platform. These points may be used for bidding on proposed projects by the service providers. Additional points may be purchased at a predetermined price.
The modules are further described in more details as follows.
Registration Module
The Registration Module 14 is configured to collect user contact information and profile description which may be made searchable by other users. For example, the profile description may include keywords and meta-tags associated with the particular user and which are stored in a searchable database. The Registration Module 14 may also collect photos, credentials, and documents for enhancing the credibility of the professional service provider. This module may also include an algorithm for authenticating the users. For service providers who are lawyers, and who received license registration numbers from their respective jurisdictions, they will be required to submit such registration numbers. Upon receipt of a registration number from a user, the module performs verification with an internal or external database containing bar registration numbers of lawyers in the various jurisdictions.
An exemplary registration form may include the follow fields: Email address; Password; Name of User; Screen Name (to be selected by user)—minimum number of characters; Name of Company or Firm (if applicable); Full Postal Address; Wireline phone number; Mobile phone number; Fax number; Email address; Website address; Profile or Bio (note that this field is searchable by other users depending on privacy settings.); and Keywords, metadata, and meta-tags for facilitating searching by or for connection with other users and for matching with projects proposed for bidding by clients. The metadata or keywords may include words typically used in such legal fields, for example, as real estate, intellectual property, securities laws, litigation, corporate governance, international tribunals, cross-border transaction, and commercial law, etc.
A database schema is configured to categorize the professional interests of the providers and their experience and skill levels for efficient indexing by the system. Such data will be used for searching by clients and other users, and will facilitate project team formation among the users, especially when a project is submitted by a client for bids for a defined period of time, and the necessary talents must be located quickly to prepare a responsive bid. The database architecture will be later described in connection with
Connection Module
Advantageously, the Connection Module 16 provides the users the ability to dynamically network with each other and form increasingly diverse project teams to collaborate on ever more complex projects. Initially, the users may invite other registered users so as to form a distinct network or groups whose members share common interests or goals. The system tracks the relationships of the various users through a user database. The users form project teams by inviting members of their existing networks or invite others outside their networks based on the needs of the project at hand. Each user's login page will show his connections, project teams, data room(s) (where documents are stored and displayed), and status of his projects.
Matching Module
To alleviate the needs of a client to have a thorough understanding of the various professional disciplines in order to identify the appropriate service provider(s) for a project, the Matching Module 18 implements intelligent business rules for determining relevant service providers for the client. For example, the client, in his description of a proposed project, is required to input certain keywords or metadata in a designated field. The keywords or metadata are stored and indexed in the database, and will be used to match with service providers who also input the same keywords in their profiles. Likewise, the providers are required to input in a field keywords, parameters, metadata that are pertinent to their expertise, which data are stored in a database for later matching with the project description parameters entered by the client. The business rules may further require that if the project description mentions certain keywords, and which are matched with keywords stored in a provider's profiles, the provider will receive the client request and will determine whether and how to respond to such request within a given time period set by the client.
The Matching Module 18 will rank relevant service providers based on the number of matched parameters and provide the list of such providers to the client. The service provider with the greatest number of matched parameters will have the highest relevance ranking. In this way, the client can more intelligently sort through potential providers for a project.
Collaboration Module
Secure Data Room
To facilitate collaboration among project team members, the Collaboration Module 20 provides virtual secure data rooms and online collaboration tools for use by the team members. The virtual data rooms may be secured using well-known security mechanisms such as firewalls, authentication, and encryption technology (e.g., S-HTTP specified in RFC 2660, or HTTPS). The secure data rooms may be configured by a Data Room File Server containing the contents of the files in the data rooms and a Database Server including data that relate to and define the attributes of the data room files and folders accessible by specific authorized users of the data room; for example, each authorized user could have the same or different viewing or editing rights to select files and folders in the data room. For another example, an authorized user may have rights to upload files to a specific folder but have only viewing rights to other folders or no viewing rights to any other folders in the data room. The owner of the data room will have administrative rights to tailor access to his data room. A presently preferred embodiment of an algorithm for sharing documents and data are later described in connection with
The secure data room is preferably configured to provide the following functionalities:
Collaboration Tools
To further enhance productivity and collaboration by the project team members, the system may provide additional online application software (similar to Google Docs) which does not require users to upload and download of documents. Provided there is sufficient bandwidth capacity, the use of such online software will be transparent to the users and the experience will be the same as if the application software is being run by the users' computing devices. In fact, the online software (or Software as a Service (SaaS)) or other collaboration application tools 24 is executed by the servers, and the user devices merely receive data from the servers and displayed by, for example, a web browser. In this way, the users collectively share the resources on the cloud platform, which would result in lower license fees. More importantly, the data and applications are not tied to any user device thereby increasing the mobility of the users and enabling the users to access and share their data anywhere around the globe.
After completion of a project, each of the client and the provider will have an opportunity to rate his experience. Such ratings will be published to all registered users and will serve as a vehicle to increase the quality of both the clients and the providers. Providers will be incentivized to provide the high quality service while the clients will also be encouraged to work fairly and efficiently with the providers. Consequently, the highly rated provider will be able to charge higher price because of his higher quality of work while the highly rated client will be able to attract higher number of bidders for its projects and thus able to negotiate a lower price for the project.
Transaction Module
The Transaction Module 22 comprises a payment interface to transact payments through a generally recognized financial payment processing institution (“FPPI”) and an escrow deposit and release functionality manageable by a client, which is also tied to a project milestones management system. The payment interface includes an Application Programming Interface (API) for interfacing with the FPPI to communicate credits and debits to the user accounts. The escrow functional feature is a dashboard where a client can manage payments for the various agreed milestones for his one or more projects. The dashboard preferably displays to the service providers the various projects in progress, the agreed milestones and payments for each project, the identification of the providers for each project, and a clickable communication link that enables the client to send messages to the service providers and a message board(s) to receive messages from the providers.
The Transaction Module 22 may provide the following features:
In a particularly preferred embodiment, the documents and messages on the inventive platform are encrypted and yet able to be shared with other users in a transparent and user-friendly manner. In other words, owners of documents and senders of messages to other users on the platform are ensured that their data are encrypted without requiring their further input such as supplying additional passphrases. Yet, their documents can be selectively shared with members of their teams, and messages are sent to their intended recipients—while the system encrypts and decrypts the data automatically in the background and without active intervention of the users.
The system may use any standard encryption algorithm but preferably employs the Advance Encryption Standard (AES), which comprises three block ciphers, AES-128, AES-192, and AES-256. Each of these ciphers has a 128-bit block size, with key sizes of 128, 192, and 256 bits, respectively. AES is the first publicly accessible and open cipher approved by the National Security Agency (NSA) for top secret information. For most applications, AES-128 offers the most optimal performance without compromising the security of the encrypted data. There are various readily available program modules that provide AES encryption capability.
In the presently preferred system, user documents and messages are encoded or decoded using separate AES encryption modules (and thus separate processors) for greater efficiency as documents are stored in storage devices and processed by an application server, while messages are processed and stored in a database server.
As described in the flow chart of
To further delineate this secure collaboration process,
To completely secure the users' data, it is also necessary to encrypt the messages between the users on the platform.
Although the inventive system has been described in terms of lawyers, it is contemplated that the system described herein is also applicable to other service providers such as, for example, accountants, consultants, and financial service professionals.
The invention is not limited by the embodiments described above which are presented as examples only but can be modified in various ways within the scope of protection defined by the appended patent claims.
Thus, while there have shown and described and pointed out fundamental novel features of the invention as applied to a preferred embodiment thereof, it will be understood that various omissions and substitutions and changes in the form and details of the devices illustrated, and in their operation, may be made by those skilled in the art without departing from the spirit of the invention. For example, it is expressly intended that all combinations of those elements and/or method steps which perform substantially the same function in substantially the same way to achieve the same results are within the scope of the invention. Moreover, it should be recognized that structures and/or elements and/or method steps shown and/or described in connection with any disclosed form or embodiment of the invention may be incorporated in any other disclosed or described or suggested form or embodiment as a general matter of design choice. It is the intention, therefore, to be limited only as indicated by the scope of the claims appended hereto.
The present application claims priority to an earlier filed U.S. Provisional Patent Application No. 61/257,307, filed on Nov. 2, 2009.
Number | Date | Country | |
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61257307 | Nov 2009 | US |