Method and system for enabling collaboration between advisors and clients
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United States of America Patent
Stats
-
Feb 15, 2011
Grant Date -
N/A
app pub date -
Jun 8, 2001
filing date -
Jun 9, 2000
priority date (Note) -
In Force
status (Latency Note)
Importance
Abstract
A common collaboration tool enables advisors, their clients and other participants to interact in a coordinated manner in various areas of interest. A client authorizes selected advisors as well as other participants to view, discuss, modify and perform other operations in response to the client's request for services. A client defines the scope of authorization for advisors and/or other participants for security and confidentiality reasons. Advisors (and/or participants) access information submitted (or authorized) by the client to collaborate as a cohesive team in sharing information, devising a plan, addressing client's concerns, drafting (or modifying) a document and performing other services for the client.
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Family
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