System and method for collecting andor managing d

专利名称：System and method for collecting and/or

managing data for remote service providers

发明人：Kevin W. Chern,Edmund J. Scanlan申请号：US11377992申请日：20060317

公开号：US20070220003A1公开日：20070920

专利附图：

摘要：A system and a method collect and/or manage data for remote serviceproviders via a network for integrating and/or for incorporating a lead generation webapplication and/or a call center system with a case management web application. A

potential client inputs information and/or data into an online form of a website of a hostto indicate a desire to retain the services from one of the remote service providers. Thecall center system communicates with the host and contacts the potential client based onthe data and/or information from the online form to conduct an inquiry of the potentialclient. The call center system identifies a location of the potential client and transfers thepotential client to a local service provider which is local with respect to the location ofthe potential client. The host provides the case management web application to theremote service providers and/or the local service provider for maintaining, for organizingand/or for managing a file of a retained client and/or the potential client. The casemanagement web application is populated with the data and/or the information from theonline form. The case management web application identifies and/or provides

parameters for the file of the retained client based on the services of the local serviceprovider. A payment center is accessed via the network, the host and/or the casemanagement web application for processing a transaction associated with the retainedclient, the local service provider and/or the services of the local service provider. Thehost searches the file of the retained client to identify and/or to determine supplementalservices which may be desired by the retained client.

申请人：Kevin W. Chern,Edmund J. Scanlan

地址：Chicago IL US,Chicago IL US

国籍：US,US

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