Method and apparatus for a professional practice application

摘要

The current invention provides method and apparatus for managing a professional practice application over the Internet or other wide area network (WAN) or local area network (LAN). The application includes a range of integrated features: for tracking clients/customers/patients and their matters/cases/histories; for time keeping and billing; for docketing/calendaring of key events; and for accounting. The application is accessible to individual or group users, with each group able to customize the application views that are presented to each user of a group depending on the role assigned to each individual user by a manager within each group.