Systems and methods for generating reliable client billing quotes based on a team including a plurality of members
View Patent ↗Systems and methods for generating reliable client billing quotes are disclosed herein. In an embodiment, a method of generating reliable client billing, quotes includes receiving a selection of a first team from a plurality of teams stored in a central memory, the first team including a plurality of members, generating a graphical user interface using team data corresponding to the first team, the graphical user interface including a quote creation table enabling entry of input data related to the plurality of members of the first team, and generating a new quote for a new client based on the input data related to the plurality of members of the first team.
1. A system for generating client billing quotes, the system comprising:
at least one memory configured to store team data corresponding to a plurality of teams, each team having a plurality of members that have worked together on one or more past matters, the team data including percentages of total work performed by each of the plurality of members of the team for the one or more past matters; and
at least one processor programmed to: (i) generate a graphical user interface including a team button and a quote creation table including a plurality of first members of a first team from the plurality of teams and percentages of total work to be performed by each of the first members of the first team; (ii) based on selection of a second team having a plurality of second members using the team button, automatically retrieve workload data for one or more of the second members regarding a current workload during a defined time period; (iii) compare the workload data to a workload threshold for the one or more second members; (iv) upon determining that the current workload for the one or more second members during the defined time period exceeds the workload threshold, retrieve workload data for one or more additional members eligible to be placed on the second team and replace the one or more second members with the one or more additional members having a current workload during the defined time period that does not exceed the workload threshold; (v) regenerate the quote creation table with an adjusted second team including the one or more additional members, along with percentages of total work to be performed; (vi) enable adjustment and storage of the percentages of total work performed and entry of additional input data related to the adjusted second team; (vii) automatically adjust a second percentage of total work for one member of the adjusted second team upon an adjustment of a first percentage of total work for another member of the adjusted second team using the graphical user interface; and (vii) generate a new quote for a new client based on the adjusted percentages and additional input data related to the adjusted second team.
2. The system of claim 1 , comprising
a plurality of user terminals each including a user input device, the plurality of user terminals including at least a first user terminal corresponding to a first user and a second user terminal corresponding to a second user.
3. The system of claim 1 , wherein
the team data corresponding to the second team includes data extracted from a plurality of time entries from an existing time entry system.
4. The system of claim 1 , wherein
the at least one processor is programmed to send a notification to at least one user terminal of at least one of the members of the adjusted second team upon generation of the new quote.
5. The system of claim 1 , wherein
the at least one processor is configured to determine whether a total hours value for at least one second member would push the second member over an hours threshold for a time period indicated by the input data.
6. The system of claim 5 , wherein
the at least one processor is configured to determine an adjustment to the time period indicated by the input data based on the hours threshold.
7. A method of generating client billing quotes, the method comprising:
generating a first graphical user interface on a first user terminal that enables a first user to select a first team or a second team from a plurality of teams stored in a central memory, the first team including a plurality of first members, the plurality of first members having worked together on one or more past first matters, the second team including a plurality of second members including at least a second user, the plurality of second members having worked together on one or more past second matters;
generating a second graphical user interface on the first user terminal using team data corresponding to the first team, the team data including percentages of total work performed by each of the plurality of first members of the first team for the one or more past first matters, the second graphical user interface including a team button and a quote creation table automatically populated with percentages of total work performed by each of the plurality of first members of the first team and enabled for entry of additional input data related to the plurality of first members of the first team;
based on selection of the second team using the team button,
automatically retrieving workload data for one or more of the second members regarding a current workload during a defined time period,
comparing the workload data to a workload threshold for the one or more second members,
upon determining that the current workload for the one or more second members during the defined time period exceeds the workload threshold, retrieving workload data for one or more additional members eligible to be placed on the second team and replacing the one or more second members with the one or more additional members having a current workload during the defined time period that does not exceed the workload threshold, and
regenerating the quote creation table with an adjusted second team including the one or more additional members, along with percentages of total work to be performed by each of the second members and enable entry of additional input data related to the adjusted second team;
automatically adjusting and storing a second percentage of total work for one member of the adjusted second team upon an adjustment of a first percentage of total work for another member of the adjusted second team using the second graphical user interface;
generating a new quote for a new client based on the adjusted percentages and additional input data related to the adjusted second team; and
sending a notification to a second user terminal of the second user regarding the new quote.
8. The method of claim 7 , wherein
both the first user and the second user are members of the second team.
9. A method of generating client billing quotes, the method comprising:
receiving a selection of a first team from a plurality of teams stored in a central memory, the first team including a plurality of members that have worked together on one or more past matters;
generating a graphical user interface using first team data corresponding to the first team, the first team data including percentages of total work to be performed by each of the plurality of members of the first team, the graphical user interface including a team button and a quote creation table automatically populated with the percentages of total work to be performed by each of the plurality of first members of the first team and enabled for adjustment and storage of the percentages of total work to be performed by each of the plurality of first members of the first team and entry of input data related to the plurality of first members of the first team;
based on a selection of a second team having a plurality of second members using the team button on the graphical user interface,
retrieving workload data for one or more of the second members regarding a current workload during a defined time period,
comparing the workload data to a workload threshold for the one or more second members,
upon determining that the current workload for the one or more second members during the defined time period exceeds the workload threshold, retrieving workload data for one or more additional members eligible to be placed on the second team and replacing the one or more second members with the one or more additional members having a current workload during the defined time period that does not exceed the workload threshold, and
regenerating the graphical user interface with second team data corresponding to an adjusted second team, along with percentages of total work to be performed by members of the adjusted second team, the quote creation table enabled for adjustment and storage of the percentages of total work performed by the adjusted second team and entry of input data related to the adjusted second team;
automatically adjusting a second percentage of total work for one member of the adjusted second team upon an adjustment of a first percentage of total work for another member of the adjusted second team using the graphical user interface; and
generating a new quote for a new client based on the adjusted percentages and additional input data related to the adjusted second team.
10. The method claim 9 , wherein
the team data corresponding to the second team includes data extracted from a plurality of time entries from an existing time entry system.
11. The method of claim 9 , comprising
sending a notification to at least one user terminal of at least one of the members of the adjusted second team upon generation of the new quote.
12. The method of claim 9 , comprising
determining whether a total hours value for at least one second member would push the second member over an hours threshold for a time period indicated by the input data.
13. The method of claim 12 , comprising
determining an adjustment to the time period indicated by the input data based on the hours threshold.