JP2002007762A - Specialist intermediating method - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a method for intermediating a most suitable and reliable specialist to a client, while honoring the confidentiality keeping the desire of the client and the privacy of the client. SOLUTION: This method is for intermediating the specialist to the client via a communication network. A home page is opened and the customer is quickened to input a request specification to the specialist, an identifier and a communication means in a first step. The request specification is disclosed to the specialist by an electronic mail, etc., in a second step. A specialist intermediating company is quickened to answer a consideration for the specialist to the request specification, the identifier of the specialist and the deadline of the finish of work in a third step. The answer of the specialist to the client is transmitted via the electronic mail, etc., to examine it, quickens the client to select the specialist and quickens the client to inform the specialist intermediating company of the name of the client and to pay a prescribed charge when selecting, in a fourth step. The server confirms receipt of money is confirmed and the specialist intermediating company is quickened to inform the client of the name of the selected specialist, etc., and the specialist is quickened to perform the work of the client or act for him in a fifth step. A prescribed charge is paid to the selected specialist, when an effect that work or acting for the client by the specialist is completed is reported from the client or the selected specialist, in a sixth step.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION The present invention relates to a system in which an expert intermediary is provided through a communication network to a customer who needs to work or be represented by a professional with legal qualifications and equivalent qualifications. On how to mediate the house,
More particularly, the present invention relates to a method of conveniently intermediating a professional trusted by a customer while observing the customer's desire for confidentiality and the privacy of the customer.

[0002]

2. Description of the Related Art As the social system has become more complicated, ordinary citizens who have conventionally required little contact with experts need expert advice, help, work, or agency. It has become. That is, as the number of legal acts increases among the general public, for example, as private contracts are frequently made between the general public, or the exercise of rights by and against the general public As they become less common, more and more general citizens need a lawyer. Also, as many people establish the so-called SOHO, accounting and tax work will require the assistance of a certified public accountant or tax accountant.

[0003]

However, there has not been a system for conveniently introducing a reliable expert to people who need such an expert. For this reason, those in need of specialists were generally referred to experts in their own biography, feeling extremely inconvenient and suffering disadvantages. In addition, although things that require an expert are usually things that you want to keep confidential, referrals to experts in your biographies will help you maintain confidentiality and respect your privacy. There was also the problem that it was difficult to do things, and things that people didn't want to reveal would be revealed.

[0004] It is therefore an object of the present invention to provide a method for mediating an optimal and reliable specialist to a customer while observing the customer's desire for confidentiality and the privacy of the customer.

[0005]

Means for Solving the Problems In order to achieve the above-mentioned object, the method of mediating professionals according to the present invention is based on the work or professional representation of professionals with the qualifications specified by law and equivalent qualifications. A method in which an expert intermediary brokers an expert to a customer who needs it through a communication network, and establishes a homepage on the communication network, and specifies the details of the work or proxy of the expert required by the customer. A first step of prompting the customer to input the required specifications, the customer's identifier, and the communication means for the customer on the homepage, and a second step of disclosing the required specifications and the customer's identifier input by the customer to the expert. A third step that prompts the expert to reply to the expert intermediary with the steps and the expert's consideration for the required specification, and the expert's identifier and, if necessary, the deadline for terminating the work. Tep and send the expert's answer to the customer for each expert's identifier for consideration, prompting the customer to select the desired expert by the expert's identifier, and then at the time of selecting the desired expert, A fourth step of notifying the expert name of the customer to the expert intermediary and prompting the customer to pay the specified fee to the expert intermediary, and the identifier selected at the time of confirming the payment of the specified fee. Notify the customer of the expert name and communication destination of the expert having the following (hereinafter referred to as the selection expert), and notify the selection expert of the customer's name and communication destination of the selection as an expert. A fifth step of prompting the selection expert to perform the work or proxy of the customer in the name of the expert in accordance with the specifications of the customer, and the customer is notified that the work or proxy specified in the specifications of the customer is completed. At the time of selection It is characterized by having a sixth step of paying.

In the method of the present invention, the expert means a person who is widely recognized as an expert on social wisdom, including an expert having a qualification prescribed by law and an equivalent qualification. For example, lawyers, certified public accountants, patent attorneys, tax accountants, judicial scriveners,
Administrative scrivener, SME consultant, engineer, chief electrical engineer,
They are first-class architects, second-class architects, real estate appraisers, residential land and building transaction managers, and information processing engineers. Furthermore, social insurance workers, care workers, social workers, care support specialists, land and house surveyors, customs clearance officers, system supervisory technicians, surveyors,
There are Class A dangerous goods handlers and Class B dangerous goods handlers. Also,
Qualifications are not necessarily based on the Lawyer Law, Certified Public Accountant Law, Patent Attorney Law,
Not limited to qualifications stipulated by laws such as the Tax Accountant Law, but qualifications set by the private sector according to this qualification, such as financial planner, translation skill examination grades 1 to 4, translation examination grades 1 to 5,
It may be a qualification such as a securities analyst, a securities broker (class 1 broker, class 2 broker, margin trading broker), dog trainer, or the like. Expert work refers to the preparation of documents, especially the preparation of various legal contract documents, the preparation of various appraisal reports, the preparation of documents to be submitted to government offices such as financial statements, final income tax returns, and legal advice. Home agency refers to agency services such as contract agents, litigation agents, and procedural agents. Also, the work or representation of an expert includes the need for both work and representation of an expert. The identifier is a code for individually identifying an expert and a customer, and is composed of, for example, a numeric string, a character string, a mixed string of numbers and letters, and the like. They are assigned in a one-to-one correspondence.

[0007] A customer is a person in need of professional work or agency, and may be a natural person, a corporation, an organization equivalent to a corporation, or a legally qualified organization. Any organization that has the ability to pay the fee and has a representative representing the organization. The customer's required specifications refer to the occupation of the expert required by the customer, the specialized field of the expert, the content of the work or agency, the desired deadline, and the like. The professional occupation refers to, for example, an occupation such as a lawyer, a certified public accountant, or an engineer, and the specialized field refers to a field of a contract, divorce, or litigation if a lawyer. If necessary,
In the required specifications, the amount of the matter to be worked or represented by the expert, for example, if the contract is a contract, the assumed contract amount, if a divorce, the assumed alimony, etc., are described in the required specifications. This makes it easier for the specialist to grasp the overall picture of the customer's situation requiring the specialist.

[0008] There is no restriction on the provision of the price to be answered by the expert, and not only the amount of the price but also a method of paying the price may be specified. The method of paying the consideration may be a work-based payment according to the work volume, a successful payment when the proxy is successful, or a method including payment of a starting fee. For one-off work such as creation of a settlement of accounts, creation of a contract, etc., a work deadline shall be answered according to the specifications required by the customer.

[0009] The fees paid by the customer to the expert intermediary usually include the expert intermediary's commission in addition to the expert's consideration. There are no restrictions on the payment method.

[0010] In a preferred embodiment of the method of the present invention, in the first step, the professional intermediary introduces the occupation, qualifications, and specialty of the brokerable expert on a homepage, and the customer can use the interactive method. , An input field of a homepage is configured so that a customer's required specification and an identifier can be input, the customer accesses the homepage via a portal site on the Internet, and the customer's required specification is input on the homepage. On the homepage, items that require input are categorized, that is, menu items, and customers simply input or select the categorized input items,
It is an interactive format that can create requirements specifications.

In a preferred embodiment of the present invention, if the customer requests that the required specifications be kept confidential, that is, if the customer does not understand that the required specifications will be disclosed on a homepage, an expert intermediary is required. The trader must be a professional,
Order self-introduction of experts including qualifications and specialties,
Registering in the database, the second step is to read the expert data from the database, search and extract experts suitable for the customer's required specifications, and provide the extracted experts with confidential communication such as e-mail. The customer's required specifications are transmitted by means. In order to comply with the customer's privacy, it is a principle to obtain the customer's consent when disclosing the customer's required specifications and the customer's identifier on the homepage.

The database is created because expert data is a kind of data that is usually difficult to obtain for ordinary citizens, and it is important for customers to select experts. Because it becomes. The expert data includes the past performance of the expert, and the database stores the evaluations of the customers for the work of the selected expert and for the agency work. I do. As will be described later, expert data is sent to the customer according to the customer's request.

[0013] Preferably, in the third step, consideration for the requirement specification of the customer, the identifier of the expert, and, if necessary, the deadline of the end of the work, for each customer identifier, the confidentiality of the e-mail or the like from the expert. Have the expert intermediary respond by means of possible communication. Then, in the fourth step,
For each expert identifier, the data on the expert recorded in the database and the expert's response are notified by the communication means designated by the customer. As a result, the customer's desire for confidentiality and privacy are observed.

In embodiments where it is not necessary for the customer to keep the requirements confidential, alternatively, with the customer's consent, the second step is to disclose the customer requirements and customer identifier on a home page. I do. In the third step, the expert is prompted to input a question for the customer's required specification, the question is disclosed on the website, and the answer to the customer's question is disclosed on the website. . Further, in a third step, the expert's answer for each expert identifier is disclosed on the homepage. In this embodiment, there is no restriction on the expert, even if the expert is qualified to perform the work and proxy specified in the required specifications and is registered with the expert intermediary. 4th
In the step (2), the expert's answer is made to be examined by the customer on the homepage which discloses the expert's answer. When disclosing the customer's requirement specification and the expert's answer on the homepage, the expert can ask questions about the customer's requirement specification, so that the expert can be given an opportunity to further examine the customer's requirement specification, In addition, customers can search for specialists from a wider range and select the most appropriate specialist.

[0015] In many cases, the customer highly evaluates the ability of the selection expert and requests the further work or substitute of the selection expert. For example, one may wish to conclude a long-term advisory contract. Therefore, in still another preferred embodiment of the present invention, following the sixth step, when the customer needs further professional work or substitute, the customer's other required specifications for the selected expert are input. Prompting the selection expert to respond to the request of the selection expert, the price of the selection expert for the required specification, and the deadline for the end of the work if necessary, to the expert intermediary, and the response of the selection expert And prompting the customer to pay the prescribed fee to the expert intermediary when the customer asks the selection expert to work or substitute for another required specification,
Upon confirming payment of the prescribed fee, the step of inviting the selection specialist to perform the customer's work or proxy according to the customer's different requirement specification, and the work or proxy specified in the customer's other requirement specification is completed At the time the customer notifies us,
Paying the elected expert.

[0016]

Embodiments of the present invention will be described below in detail with reference to the accompanying drawings. Embodiment Example This embodiment example is an example of an embodiment of the expert intermediation method according to the present invention, and FIG. 1 is a schematic diagram illustrating a configuration of a system that implements the expert intermediation method according to the embodiment. FIG. 2 is a flowchart showing a procedure for implementing the expert intermediation method of the embodiment. As shown in FIG. 1, an expert intermediary system 10 that implements an expert intermediation method includes a server 12 managed by an expert intermediary, a communication network 14 using the Internet, and a communication network 1.
4 and a professional personal computer 1 capable of communicating with the server 12 via the communication network 14.
And 8. The server 12 includes an expert database 20 as a storage device for storing expert data.

The expert database 20 requests the self-introduction of the expert, including the occupation, qualification, and specialty of the expert, and stores it as a registered expert. An expert intermediary has established a homepage that introduces occupations, qualifications, and specialized fields of intermediary specialists, and is able to access the homepage from customers through a portal site on the Internet. In the homepage, items that require input are categorized in an interactive manner. Customers can create minimal requirements simply by filling in the categorized inputs. The home page has a free description area in which required specifications can be written and input in more detail in addition to the categorized input format.

Hereinafter, referring to FIG. 2, the execution of the expert intermediation method of this embodiment using the above-described expert intermediation system 10 will be described. First, in the first step S _1,
The customer is urged to have the customer enter the required specifications defining the contents of the professional work or proxy required by the customer, the customer's identifier, and the designated communication means for the customer on the homepage. For example, the customer, when inputting the required specifications, scrolls the required specification field on the homepage and selects, for example, creation of a contract, proxy for the contract, and the like. If the customer understands the professional qualifications for the required specifications and can specify the professional profession, the customer further specifies the professional profession, such as a lawyer or a certified public accountant. The communication means refers to, for example, e-mail, fax, telephone, etc., and notifies the address of the communication means.

Next, in a second step, the expert intermediary discloses the required specifications and the customer's identifier entered by the customer to an expert, for example, a lawyer. The expert intermediary obtains in advance the expert's self-introduction including the occupation, qualification, and specialty of the expert, reads out the expert's data from the stored expert database 20, and contracts with the customer's required specifications. If so, a specialist suitable for preparing the contract, such as a lawyer A, preferably a plurality of lawyers A,
Search and extract B,. In the present embodiment, the required specifications of the customer are transmitted by e-mail to the extracted lawyer while respecting the privacy of the customer.

In a third step S ₃ , the value of the lawyer for the requirement specification transmitted in the _second step S ₂ , the lawyer's identifier, and if necessary, the deadline for the end of the work are expertly mediated for each customer's identifier. Have the vendor reply to the lawyer by email.

In the fourth step S ₄ , for each identifier of the lawyer, the answer of the lawyer is notified by communication means designated by the customer, for example, e-mail. In the fifth step S _5, when confirming the deposit of the prescribed fee, the lawyer with selected identifier notifies the attorney name and communication destination (hereinafter, selection attorney say) to the customer, the customer from the customer Let your professional broker know your name. Next, the selected lawyer, the customer name and the communication destination are notified to the selected lawyer, and the selected lawyer performs the work or substitute for the customer in the name of the lawyer in accordance with the specification required by the customer. In step S ₆ of the sixth, that work or the proxy is specified in the requirement specification of the customer is completed, when it is notified from the customer, compensate the selection attorney.

At the end of the original requirements work or the agency work, the customer may want to evaluate the competence of the selected attorney and, for example, enter into an advisory contract with the attorney. Therefore, following the sixth step, it is also possible to perform mediation of selection attorney based on further requirements specification in the same procedure as described above in steps as steps S ₇ of the seventh. In other words, attorneys are required to prompt the customer to enter another customer specification for the selected attorney, and to provide the attorney intermediary with the attorney's consideration for the required specification and, if necessary, the deadline for completing the work. And sending the selected attorney's response to the customer for review, and when the customer asks the selected attorney to work or represent another requirement,
Encouraging the customer to pay the prescribed fee to the attorney intermediary; and, upon confirming receipt of the prescribed fee, prompting the selected lawyer to perform or act on behalf of the customer according to the customer's other required specifications. Paying the selected lawyer when the customer is notified that the work or proxy specified in the customer's other required specifications has been completed.

The work or representation of the original requirement specification and another requirement specification includes, for example, an advisory contract for a certain period and a contract for making a one-time answer. For example, an advisory contract actually has the following procedure. The customer informs the selected lawyer that he wishes to enter into an advisory contract. The attorney-at-law presents the client with a draft advisory contract that includes the term and remuneration. The customer will comment on the contract with the selected attorney and modify the contract if necessary. The client enters into an advisory contract with a selected attorney. The selected lawyer will continue to provide information (services). Pay the expert broker the fees according to the brokerage agreement. The expert intermediary pays the selected attorney.

When an expert answers, the number of experts to answer is limited to a certain number range, and the answer time is limited so as to answer from the question time to a certain time. However, if the number of responding experts is less than the minimum number, a certain period of time is extended and the process is repeated until the number reaches the minimum. If the number of respondents exceeds the maximum, the number of qualified bidders up to the maximum is determined on a first-come, first-served basis.

In the present embodiment, if the expert does not finish the work within the work deadline of the required specification, the mediation contract between the customer and the expert by the expert intermediary is canceled. The customer may evaluate the work or the proxy work by the expert, and reflect the evaluation result in the next extraction of the expert. Also,
When the expert responds to the required specifications, in order to maintain the fairness and quality of the intermediary, if the value offered by the expert is less than a certain amount, the expert may be excluded from intermediation with the customer. good.

Embodiment 2 This embodiment is another example of the embodiment of the expert intermediation method according to the present invention, and FIG. 3 shows a case where the expert intermediation method of this embodiment is implemented. 6 is a flowchart showing the procedure of FIG. The present embodiment is an example in which the customer understands that the required specification is disclosed on a homepage. In the present embodiment, as shown in FIG.
After executing _one, in a second step S _2, discloses the required specifications and customer identifiers customer home page. Next, in a third step, the expert is made to respond on the homepage with a response to the specification required by the customer. Experts are qualified to do the work and delegation specified in the required specifications, and there are no restrictions, even if they are registered as expert intermediaries. In addition, an expert is prompted to input a question to the specification required by the customer, the question is disclosed on a homepage, and then the answer to the customer's question is disclosed on the homepage. In the third step, the expert's answer for each expert identifier is disclosed on the homepage.

In the fourth step, the customer reviews the expert's answer on the homepage. Fifth step S ₅ following steps are the same as in the first embodiment. In the present embodiment, compared to the first embodiment, the expert can ask a question about the customer's required specification, so that the expert can be given an opportunity to further examine the customer's required specification, and It is possible to search for experts from a wider range than in the case of extracting experts from specialist intermediaries, and select the most appropriate specialist.

[0028]

According to the method of the present invention, the most appropriate and trustworthy service is provided to a customer who requires the work or agency of an expert while complying with the privacy of the customer, but who does not need to contact the expert. Experts can be mediated.

[Brief description of the drawings]

FIG. 1 is a schematic diagram illustrating a configuration of a system that implements an expert mediation method according to an embodiment.

FIG. 2 is a flowchart illustrating a procedure when the expert intermediation method according to the first embodiment is performed.

FIG. 3 is a flowchart illustrating a procedure for implementing a professional mediation method according to a second embodiment.

[Explanation of symbols]

DESCRIPTION OF REFERENCE NUMERALS 10 Expert intermediary system that implements the expert intermediation method according to the present invention 12 Server managed by expert intermediary company 14 Communication network using the Internet 16 Personal computer of customer who can communicate with server via communication network 18 Communication network 20 A personal computer of an expert who can communicate with a server via the server 20 An expert database as a storage device for storing data of the expert

Claims (12)

[Claims] Claims 1. In a manner in which an expert intermediary brokers an expert over a communication network to a customer who requires the work or representation of an expert with the qualifications set forth in the law and the equivalent. Therefore, a homepage is established on the communication network, and the customer is required to input on the homepage the required specifications, the customer's identifier, and the means of communication with the customer, which specify the contents of professional work or proxy required by the customer. A first step of prompting, a second step of disclosing a requirement specification and a customer identifier entered by the customer to the expert, an expert price for the requirement specification, and an expert identifier;
And a third step of urging the expert to reply to the expert intermediary as necessary with the deadline for terminating the work, and transmitting the expert's answer to the customer for each expert identifier for consideration, and Prompt the customer to select an expert by the expert identifier, and then, when selecting the desired expert, inform the expert intermediary of the customer name and pay the expert intermediary a prescribed fee The fourth step of prompting the customer to do so, and upon confirming payment of the prescribed fee, inform the customer of the expert name and communication destination of the expert having the selected identifier (hereinafter referred to as the selected expert). And inform the selection expert of the customer's customer name and communication destination to the effect that the selection has been made as an expert, and encourage the selection expert to perform the customer's work or substitute in the name of the expert in accordance with the customer's required specifications. Fifth step and customer requirements That defined work or the proxy as is completed, when it is notified from the customer or selection expert mediation process experts and having a sixth step to pay the selected expert. 2. In a first step, the professional intermediary introduces the occupation, qualifications, and specialty of the brokerable expert on a homepage, and allows the customer to interactively enter the customer's required specifications and identifier. 2. The expert according to claim 1, wherein an input field of the homepage is configured so that the user can input the information, and the customer accesses the homepage via a portal site on the Internet, and inputs a specification required by the customer on the homepage. Mediation method. 3. The expert intermediary obtains in advance an expert's self-introduction including the occupation, qualification, and specialty of the expert, registers it in a database, and in a second step, reads the expert's data from the database. Reading out an expert suitable for the customer's required specification, extracting the expert, and transmitting the customer's required specification to the extracted expert by a communication means capable of confidentiality compliance such as an e-mail. Or 2
The expert mediation method described in 1. 4. The expert according to claim 3, wherein the database accumulates customer evaluations on the work of the selected expert and the proxy work, and uses it as an extraction criterion when extracting the expert. Mediation method. 5. In a third step, the value of the customer's required specification, the expert's identifier, and if necessary, the expiration date of the work termination can be strictly confidential such as e-mail from the expert for each customer's identifier. The expert intermediary method according to any one of claims 1 to 4, wherein the expert intermediary is made to respond by communication means. 6. The fourth step is characterized in that, for each expert identifier, data on the expert recorded in the database and the expert's response are notified by a communication means designated by the customer. 6. The expert intermediation method according to any one of 1 to 5. 7. The expert intermediation method according to claim 1, wherein, with the customer's consent, in the second step, the customer's required specifications and the customer's identifier are disclosed on a homepage. 8. In a third step, an expert is urged to input a question to the specification required by the customer, the question is disclosed on a homepage, and an answer to the question of the customer is displayed on the homepage. 8. The expert intermediation method according to claim 7, wherein the method is disclosed in the following. 9. The expert intermediation method according to claim 7, wherein in the third step, an expert's answer for each expert identifier is disclosed on a homepage. 10. The expert intermediation method according to claim 9, wherein in the fourth step, the expert's answer is made to be examined by a customer on a homepage that discloses the expert's answer. 11. Following the sixth step, when the customer requires further professional work or proxy, prompting the customer to enter another customer specification for the selected expert; The step of prompting the selection expert to reply to the expert intermediary for the selection expert's consideration for the specification and, if necessary, the deadline for work completion, and sending the selection expert's response to the customer for consideration. When the customer requests the selection specialist to work or substitute for another requirement specification, the step of prompting the customer to pay the prescribed fee to the expert intermediary and the customer's confirmation of payment of the prescribed fee, Encouraging the selection expert to perform the customer's work or proxy in accordance with the different requirements, and notifying the customer or selection expert that the work or proxy specified in the customer's other requirements has been completed. At the time, the method of mediating experts according to any one of claims 1 to 10, characterized in that a step to pay the selected expert. 12. The expert's response to the requirement specification may define a payment schedule, wherein the step of paying the price pays the selected expert in accordance with the payment schedule. 12. The expert intermediation method according to any one of claims 1 to 11, wherein: