Software As A Service Framework For The Digital Engagement And Conclusion Of Clients By Service Professionals

摘要

The software-as-a-service (the “Service”) is a web-based software product available to a service professional (an “SP”) allowing such SP to digitally engage clients on matters using any device that can connect to the internet such as a laptop, smartphone, tablet or other web-enabled devices (Google glasses, web-enabled watches etc.) (the “Device”). SPs can also use the Service to collaborate with their clients on matters by communicating and sharing documents with them in private collaboration portals exclusive to a specific client matter which are accessible through the Service and created by the Service during the Service's digital engagement process.;The Service is presently directed to SPs such as lawyers for use in the digital engagement of, and collaboration with, their clients on client matters. However, the Service can be easily customized for use by other SPs—such as accountants, consultants, doctors, psychologists, dentists, contractors and others who perform services for clients, customers and/or patients—who would like to digitally secure terms of engagement, and subsequently communicate and share files, with their clients, customers and/or patients in a private digital collaboration portal.