Method and system for formation of electronic documents

• US 10,289,663 B2
• Filed: 07/31/2014
• Issued: 05/14/2019
• Est. Priority Date: 12/14/1998
• Status: Expired due to Term

• Current Assignee: Robolaw Corporation
• Original Assignee: Robolaw Corporation
• Inventors: Thomas, C. Douglass
• Primary Examiner(s): Cortes, Howard
• Application Number:
  US14/448,889
• Publication Number:
  US 20140344677A1
• Time in Patent Office: 1,748 Days
• Field of Search: 715221-226
• CPC Class Codes: G06F 16/9566 URL specific, e.g. using aliases, detecting broken or misspelled links
• CPC Class Codes: G06F 40/166 Editing, e.g. inserting or deleting
• CPC Class Codes: G06F 40/186 Templates
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: H04L 67/10 in which an application is distributed across nodes in the network software deployment G06F8/60; multiprogramming arrangements G06F9/46
• CPC Class Codes: H04L 67/565 Conversion or adaptation of application format or content adding application control or application functional data H04L67/561
• CPC Class Codes: Y10S 707/99943 Generating database or data structure, e.g. via user interface

Abstract

A method and system for creation of customized documents over a network as well as for negotiation of contents for documents over a network (e.g., Internet) are disclosed. In one aspect, professional documents can be created in an automated manner. In another aspect, negotiation of documents (or their contents) can be performed in an automated manner. In either case, the customization and/or negotiation is efficient, cost-effective and useful.

Claims

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.

2. A server machine as recited in claim 1, wherein the customized legal document has a non-editable format, such that when received from the server machine, the customized legal document is useable but not alterable.

3. A server machine as recited in claim 1, wherein at least one the answers are used to select from available alternative portions associated with the selected document template.

4. A server machine as recited in claim 1,

wherein the selected document template to be customized corresponds to a document package, and

wherein the expert processes operate to produce a plurality of related customized documents based on the selected document package and the answers.

5. A server machine as recited in claim 1, wherein presentation of at least one of the questions from the interview question set via the local machine is dependent on predetermined logic associated with the interview question set, and wherein the predetermined logic impacts sequencing or ordering of at least one of the questions from the interview question set.

6. A server machine as recited in claim 1, wherein presentation of at least one of the questions from the interview question set via the local machine is dependent on predetermined logic associated with the interview question set, and wherein the predetermined logic impacts skipping of at least one of the questions from the interview question set.

7. A server machine as recited in claim 1, wherein the local machine is associated with a requestor, and wherein presentation of at least one of the questions from the interview question set via the local machine differs for different requestors dependent on predetermined logic associated with the interview question set, and wherein the predetermined logic impacts skipping or ordering of at least one of the questions from the interview question set.

8. A server machine as recited in claim 1,

wherein the selected document template pertains to a plurality of different electronic documents, and

wherein the at least one processor is configured to performs the one or more of the expert processes to produce a set of customized electronic documents from the selected document template and the responses to the interview question set, the customized electronic documents including at least the customized legal document.

9. A server machine as recited in claim 1, wherein the server machine includes or couples to a user storage library, and

wherein the user storage library stores the previously produced customized legal documents for a given user as well as other information previously acquired from the given user, and wherein the at least one processor is further configured to remove one or more questions from the interview question set for the selected document template that are to be presented via the local machine through use of the information stored in the user storage library for the given user.

10. A server machine as recited in claim 9, wherein the at least one processor is further configured to:

access at least a portion of the other information previously acquired from the given user and stored in the user storage library corresponding to the given user, and

reduce required interaction with the given user via the local machine to produce the customized legal document via the interview question set for the selected document template through use of at least a portion of the other information stored in the user storage library for the given user.

11. A server machine as recited in claim 1, wherein, due to predetermined associations, the selected document template has a corresponding interview question set for the selected document template and also has corresponding expert processes for use with the selected document template.

12. An electronic document generation system for producing customized documents using a network, said electronic document generation system comprising:

a document template storage to store a plurality of document templates;

a question set storage to store a plurality of question sets that are associated with the document templates;

an expert logic storage to store expert processes associated with the document templates; and

a document server machine configured to;

receive, from a user machine via the network, a customization request to customize a selected document template at the document server;

identify an interview question set for the selected document template from the plurality of question sets stored in the question set storage, the interview question set being identified is associated with the selected document template, wherein different ones of the document templates have different ones of the interview question sets associated therewith;

retrieve the interview question set for the selected document template;

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

receive, from a user 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; and

after the customized legal document has been produced, electronically transmit the customized legal document to the user machine or other machine via the network,

wherein the selected document template is used at said document 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 document server machine.

13. An electronic document generation system as recited in claim 12, wherein the customized legal document is a completed electronic form.

14. An electronic document generation system as recited in claim 12, wherein the customization request is initiated by a requestor, and

wherein said electronic document generation system comprises:

sending the customized legal document to the requestor via the network.

15. An electronic document generation system as recited in claim 12, wherein the customization request is initiated by a requestor, and

wherein the answers to the interview question set result from answers by the requestor to the interview question set.

16. An electronic document generation system as recited in claim 12, wherein different ones of the document templates have different ones of the interview question sets corresponding thereto.

17. An electronic document generation system as recited in claim 12, wherein the customized legal document has a non-editable format, such that the customized legal document is an non-alterable format.

18. An electronic document generation system as recited in claim 12, wherein the customization request is initiated by a requestor, and

wherein the answers to the interview question set result from answers by the requestor to the interview question set, and

wherein different ones of the template documents have different ones of the interview question sets corresponding thereto.

19. An electronic document generation system as recited in claim 18,

wherein the selected document template pertains to a plurality of different electronic documents, and

wherein said document server performs the one or more of the expert processes to produce a set of customized electronic documents from the selected document template and the responses to the interview question set, the customized electronic documents including at least the customized legal document.

20. An electronic document generation system as recited in claim 12,

wherein the selected document template and the associated interview question set pertains to a plurality of different electronic documents, and

wherein said document server machine performs the one or more of the expert processes to produce a plurality of customized electronic documents from the selected document template and the responses to the interview question set, the customized electronic documents including at least the customized legal document and another customized legal document.

21. An electronic document generation system as recited in claim 20, wherein at least one the answers are used to select from available alternative portions associated with the selected document template.

22. An electronic document generation system as recited in claim 12,

wherein the selected document template to be customized corresponds to a document package, and

wherein the expert processes operate to produce a plurality of related customized legal documents based on the document package and the answers.

23. An electronic document generation system as recited in claim 22,

wherein the selected document template and the associated interview question set pertains to a plurality of different electronic legal documents, and

wherein said document server machine performs the one or more of the expert processes to produce the plurality of electronic legal documents from the selected document template and the answers to the interview question set, the plurality of different electronic legal documents including at least the customized legal document and another customized legal document.

24. An electronic document generation system as recited in claim 23, wherein at least one the answers are used to select from available alternative portions associated with the selected document template.

25. An electronic document generation system as recited in claim 23, wherein, due to predetermined associations, the selection of the selected document template from the document template storage not only selects the selected document template but also identifies the interview question set for the selected document template that is to be retrieved and also the expert processes for use with the selected document template.

26. An electronic document generation system as recited in claim 23, wherein the electronic document generation system comprises:

a user library storage to store the customized legal document that has been produced such that the electronic document generation system archives previously produced customized legal documents for a given user such that the given user is able to later retrieve copies of the previously produced customized legal documents for the given user.

27. An electronic document generation system as recited in claim 26, wherein the user library storage stores the previously produced customized legal documents for a given user as well as other information previously acquired from the given user, and wherein the document server machine of the electronic document generation system is further configured to reduce required interaction with the given user with respect to the interview question set through use of the information stored in the user storage library for the given user.

28. An electronic document generation system as recited in claim 26, wherein the user library storage stores the previously produced customized legal documents for a given user as well as other information previously acquired from the given user, and wherein the document server machine of the electronic document generation system is further configured to remove or omit one or more questions from the interview question set for the selected document template that are to be presented via the user machine through use of the information stored in the user library storage for the given user.

29. An electronic document generation system as recited in claim 12, wherein, due to predetermined associations, the selection of the selected document template from the document template storage not only selects the selected document template but also identifies the interview question set for the selected document template that is to be retrieved and also the expert processes for use with the selected document template.

30. An electronic document generation system as recited in claim 12, wherein the electronic document generation system comprises:

a user library storage to store the customized legal document that has been produced such that the electronic document generation system archives previously produced customized legal documents for a given user such that the given user is able to later retrieve copies of the previously produced customized legal documents for the given user.

31. An electronic document generation system as recited in claim 30, wherein the user library storage stores the previously produced customized legal documents for a given user as well as other information previously acquired from the given user, and wherein the document server machine of the electronic document generation system is further configured to reduce required interaction with the given user with respect to the interview question set through use of the information stored in the user storage library for the given user.

32. An electronic document generation system as recited in claim 30, wherein the user library storage stores the previously produced customized legal documents for a given user as well as other information previously acquired from the given user, and wherein the document server machine of the electronic document generation system is further configured to remove one or more questions from the interview question set for the selected document template that are to be presented via the user machine through use of the information stored in the user library storage for the given user.

33. A non-transitory computer readable medium including at least computer program code for producing a customized electronic document, said computer readable medium comprising:

computer program code for receiving a customization request for an electronic document, the customization request including or associating to document data;

computer program code for determining a template document for the electronic document based on the document data, the template document being determined from a plurality of available template documents;

computer program code for obtaining a question set that is predetermined and associated with but separate from the template document;

computer program code for receiving responses to the question set;

computer program code for producing a customized electronic legal document from the template document and the responses to the question set, expert processes are associated with the template document and are implemented by computer program code which when performed controls content and verbiage of at least a portion of the customized electronic legal document being produced; and

computer program code transmitting the customized electronic legal document to the local machine or other machine via a network, after the customized electronic legal document has been produced,

wherein the template document is not provided to the local machine or other machine via the network.

34. A non-transitory computer readable medium as recited in claim 33, wherein the customized electronic legal document is a completed electronic form.

35. A non-transitory computer readable medium as recited in claim 33, wherein the customization request is initiated by a requestor, and

wherein said computer readable medium comprises:

sending the customized electronic legal document to the requestor via the network.

36. A non-transitory computer readable medium as recited in claim 33, wherein the customization request is initiated by a requestor, and

wherein the responses to the question set result from answers by the requestor to the question set.

37. A non-transitory computer readable medium as recited in claim 33, wherein different template documents have different ones of the available question sets corresponding thereto.

38. A non-transitory computer readable medium as recited in claim 33, wherein the customized electronic legal document has a non-editable format, such that the customized electronic legal document is useable but not alterable by a recipient.

39. A non-transitory computer readable medium as recited in claim 33,

wherein the template document pertains to a plurality of different electronic documents, and

wherein said computer program code for producing produces a set of customized electronic documents from the template document and the responses to the question set.

40. A computer readable medium as recited in claim 33,

wherein the template document to be customized corresponds to a document package, and

wherein the expert processes operate to produce a plurality of related customized legal documents based on the document package and the answers.

41. A computer readable medium as recited in claim 40,

wherein the template document and the question set pertains to a plurality of different electronic legal documents, and

wherein the computer program code for producing the customized legal document includes at least computer program code for performing one or more of the expert processes to produce the plurality of electronic legal documents from the template document and the answers to the question set, the plurality of different electronic legal documents including at least the customized electronic legal document and another customized electronic legal document.

42. A computer readable medium as recited in claim 41, wherein at least one the answers are used to select from available alternative portions associated with the template document.

43. A computer readable medium as recited in claim 41, wherein, due to predetermined associations, the determination of the template document not only selects the template document from the plurality of available template documents but also identifies the question set for the template document that is to be retrieved and also the expert processes for use with the template document.

44. A computer readable medium as recited in claim 33, due to predetermined associations, the determination of the template document not only selects the template document from the plurality of available template documents but also identifies the question set for the template document that is to be retrieved and also the expert processes for use with the template document.

45. A computer readable medium as recited in claim 44,

wherein the template document to be customized corresponds to a document package, and

wherein the expert processes operate to produce a plurality of related customized legal documents based on the document package and the answers.

46. A computer readable medium as recited in claim 45,

wherein the template document and the question set pertains to a plurality of different electronic legal documents, and

wherein the computer program code for producing the customized legal document includes at least computer program code for performing one or more of the expert processes to produce the plurality of electronic legal documents from the template document and the answers to the question set, the plurality of different electronic legal documents including at least the customized electronic legal document and another customized electronic legal document.