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Method and system for formation of electronic documents

DC
  • US 10,289,663 B2
  • Filed: 07/31/2014
  • Issued: 05/14/2019
  • Est. Priority Date: 12/14/1998
  • Status: Expired due to Term
First Claim
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1. A server machine configured to produce a customized legal document, said server machine couples to a network, said server machine comprising:

  • a memory that stores expert processes; and

    at least one processor configured to;

    receive, from a local machine via the network, a customization request to customize a selected document template for a legal document at said server machine;

    retrieve an interview question set for the selected document template, the interview question set being retrieved from a group of question sets that are predetermined and the interview question set being retrieved is associated with the selected document template;

    send the interview question set to the local machine via the network where questions from the interview question set are able to be presented via the local machine;

    receive, from the local machine via the network, answers to the questions of the interview question set;

    perform one or more of the expert processes to produce a customized legal document based on the selected document template and the answers to the questions of the interview question set, the expert processes are implemented by computer program code which when performed controls content and verbiage of at least a portion of the customized legal document being produced, the customized legal document being an electronic document; and

    after the customized legal document has been produced, electronically transmit the customized legal document to the local machine or other machine via the network,wherein the selected document template is used at said server machine to produce the customized legal document, and wherein the customized legal document is electronically transmitted to the local machine or other machine after the answers to the questions of the interview question set for the selected document template have been received at said server machine.

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