A method and a process, through internet based software, which can be utilized by and meets the specific needs of adjusters, attorneys and their clients (from the risk manager to the CEO) regarding contingent liabilities by allowing each to utilize the same software, comprised of a combination of full featured risk/claims management tools and full featured litigation management software, allowing their individual back ends for their data storage on the matters they are handling for multiple clients in a format which will provide each type of the tools they individually need for the development, handling, management, auditing, and reporting of contingent liabilities (claims and/or litigation) through the integration of tools, data management processes, and unique features comprising:
- a. A method and a process for giving an individual remote secure controlled access to specific matters in an infinite variety of structures and being able to control the user's rights within the matter to full rights, view rights and add rights.
- b. b. A method and a system for reporting information on selected matters from multiple back ends.
- c. A method and a system for cross indexing parties and their claims against other parties.
- d. A method and a process for the integration of the phone message system with the warning system and matter management billing system.
- e. A method and a process for designing groups of fields and individual fields which can be both integrated into the individual matters as necessary including merge field indentification and use.
- f. A method and a process for the integration of customized reports which can be added varibly from the website.
- g. A method and a process for assigning a level of importance and therefore a level of notification of warnings for an activity that is due or deadlines which are approaching.
- h. A method and a process for in-system memos which allow in-system communication that is related to and attached to the matter it references in which all users of the system can create and receive such memos.
- i. A method and a process for displaying relationships of individual involved in the matter as they are connected to parties storing not only detailed party information but also storing detailed information on each individual involved in the matter and their relationship to each party, if any.
- j. A method and a process for integrating case activities with menu task billing schedules and budgets which allows automatic correction of the entries at the point of original entry.
- k. A method and a process for implementing ABA billing codes into a billing system that will allow automatic audits of legal bills to comply with budgest and menu task billing scheudles.
- l. A method and a process for establishing budget items by an infinite number of categories which can be related to a case and automatically inported and relate specifically to the menu task billing schedules.
- m. A method and a process for maintining court information and scheduling order information which will be automatically added to the diary system with both the original dates and variable additional preliminary warning dates for the court deadlines.
- n. A method and a process for integrating a data information system which utilizes the information regarding pleadings, discovery, motions, and other documents to create system warnings and automatically generate index cover sheets.
- O. A method and a process for recording, indexing and integrating information from various documents into a system for reporting, creating exhibit offers, creating exhibit objections, and information for use at trial both at pretrial, during the trial and for post trial motions.
- p. A method and a process for evaluating the value of a party's claim which considers the elements of damages along with evaluation factors and a calculator that establishes a range of value meeting the requirements of financial reporting.
- q. A method and a process for controlling the authority and the relationship among reserves, authority, negotiations and settlements to make certain that there is, for example, sufficient authority for negotiations;
- and, if there is not sufficient autority an automated process to increase authority in the amount required and regulate that adjustment by the authority of the individual making the entry as controlled by the system administrator.
- r. A method and a system for creating finished documents from forms, including the ability to add variable fields to individual cases, that can be utilized in the document generator feature without any additional programming;
- and, the same information data fields within the multitude of tables which is used for remote client audits are the same fields that are available for use with the document generator thereby allowing multiple utilization of the same data.
- s. A method and a process for documenting memo fields to ensure a client's ability to be able to verify the exact date that information was first added to the memo field and date the memo field was last edited.
- t. A method and a process through automated audit reports and automated control features to control reserves, authority, negotiations, and settlements and ensure there is reasonable documents to support those activities;
- u. A method and a process through automated audit reports and automated control features that there is a reasonable relationship between evaluations and settlements;
- v. A method and a process through automated audit reports and automated control features that all activites and billing entries which are limited by menu task guidelines are strictly limited to those amounts and those limits are applied at the point of entry giving the user notice of same.
- w. A method and a process through automated audit reports and automated control features that all activities limited by budget restraints are strickly limited to those budget restraints and those limits are applied at the point of entry giving the user notice of same.
- x. A method and a process through automated audit reports and automated control features that all activities controlled by menu task billing codes provide standardized billing language as set by the client or the firm.
- y. A method and a process through automated audit reports and automated control features in which all activities requiring preauthorization by the client has been so authorized prior to the activity that was performed;
- z. A method and a process through automated audit reports and automated control features that ensure that all court and client deadlines are met;
- aa. A method and a process through automated audit reports and automated control features that ensure that all relevant records are obtained, summarized and indexed timely;
- bb. A method and a process through automated audit reports and automated control features that ensure that discovery must be obtained, summarized and indexed timely;
- cc. A method and a process through automated audit reports and automated control features that ensure that evaluations are done on a timely basis and supported, on specific points, by records which have been obtained and summarized.
- dd. A method and a process through automated audit reports and automated control features that ensure that a client can produce the attorney and/or adjusters bill and it will include automatic audit reports showing performance compliance and compliance with budgets and menu task billing guidelines.
- ee. A method and a process through automated audit reports and automated control features tha will ensure that when evaluations change by more than client defined percentage there must be a justificaiton in a defined memo field.
- ff. The contents of the Description of the Drawings, FIG. 1-40, are incorporated herein by reference the same as if appearing at length.