Abstract: A workflow management system provides an integrated approach to exchanging information real-time and notifying responsible persons of pending deadlines concerning a particular deal. The web-based system includes a server having a centralized database of deal data and at least one client system facilitates a method of uploading initial proposed deal data, notifying an underwriter of the uploaded proposal, uploading a workflow timeline for the proposed deal and notifying responsible persons that actions for tasks are due according to the timeline. The workflow management system is further configured to restrict database access to authorized users for viewing of and providing updates to the deal.

Abstract: Methods and systems for tracking and approving legal expenses using a legal expense tracking system are disclosed. The method includes selecting a legal matter identifier for the legal work, engaging an outside counsel regarding planned legal work through a prompt, prompting the outside counsel to input data relating to expenses received from a legal services invoice, prompting a user for an approval of submitted legal invoices, and generating legal expense reports.