Method for establishing, tracking and auditing compliance

作者: Richard L. Stoffiere

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摘要: A method and system for tracking auditing activities against a set of guidelines an Insurance Law Firm. An automatic process, manual process or both, receive notifications upcoming passed guideline due dates with both prospective retrospective capabilities. The is customizable to fit the idiosyncrasies each user firm, such as client type billing procedures. It also may utilize industry standard Universal Task Based Management System (UTBMS) task activity codes. Additionally, 3 rd party time keeping software database package regular input work performed various other data inputs. sorts keeps track email communications they relate specific tasks matters.