Method and system for creating a corporate entity

• US 20030210264A1
• Filed: 05/23/2003
• Published: 11/13/2003
• Est. Priority Date: 11/23/2000
• Status: Abandoned Application

• Current Assignee: Neal William Macrossan
• Original Assignee: Neal William Macrossan
• Inventors: Macrossan, Neal William
• Application Number:
  US10/445,092
• Publication Number:
  US 20030210264A1
• Time in Patent Office: Days
• US Class Current: 715/751
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G09B 7/04 characterised by modifying the teaching programme in response to a wrong answer, e.g. repeating the question, supplying a further explanation

Abstract

A method for assisting in the formation of a corporate entity, in an answering session, the method comprising the steps of: (a) interactively communicating via an interactive communications device, a series of questions to a user attempting to establish the corporate entity; (b) permitting the user to provide an answer to the set of one or more questions; (c) successively selecting a further set of one or more questions for display to the user, at least one of the selection being dependent upon the user'"'"'s previous answer or combination of previous answers; (d) permitting the user to answer the successive set of one or more selected questions; (e) repeating steps (c) to (d) until the user has provided enough information to allow for the determination as to which documents are legally required for the formation of the corporate entity; and (f) generating the legally required documents referred to in step (e) in an electronic form.

Claims

1. A method for assisting in the formation of a corporate entity, in at least one answering session, by providing a processor means in interactive communication with a user attempting to form said corporate entity, said processor means being configured to perform automatically the following:

(a) communicating at least one set of one or more questions to said user via an interactive communications device and enabling said user to provide, for storage, one or more answers to said communicated questions;

(b) selecting a further set of one or more questions for communication to said user, wherein the selection of at least one question in said selected further set of one or more questions is dependent upon said user'"'"'s answer to one or more previous questions;

(c) communicating said further set of one or more questions to said user and enabling said user to provide, for storage, one or more answers to said further set of communicated questions;

(d) repeating at least some of the above until said user has provided at least enough information to allow said processor means to determine the documents that are legally required for the formation of said corporate entity, wherein at least one repetition includes a repetition of (b) and (c);

(e) determining the documents that are legally required for the formation of said corporate entity; and

(f) generating said legally required documents referred to in (e) in an electronic form.

2. A method as claimed in claim 1 which includes storing said user'"'"'s one or more answers to said questions in a database structure associated with said processor means.

3. A method as claimed in claim 1 in which one or more document templates are accessible by said processor means, and (f) includes:

selecting at least one document template corresponding to at least one of said documents determined in step (e); and

populating said at least one selected document template with one or more of said user'"'"'s stored answers.

4. A method as claimed in claim 3 in which at least one of said user'"'"'s stored answers is mapped to at least one corresponding text insertion area contained in said at least one selected document template to populate said at least one selected document template.

5. A method as claimed in claim 1 wherein at least once during the performance of the method the selection of at least one of said questions in said selected further set of one or more questions made in step (b) is dependent upon said user'"'"'s answer to at least two previous questions.

6. A method as claimed in claim 1 wherein said documents legally required for the formation of the corporate entity include the documents required to be in existence shortly after the incorporation of the corporate entity.

7. A method as claimed in claim 1 including generating execution, lodgement and/or retention instructions for said generated documents.

8. A method as claimed in claim 1 including delivering said legally required documents to a user in an electronic form.

9. A method as claimed in claim 1 wherein said method includes enabling said user to access at least one of legally-based and/or practice-based information relating to said communicated questions.

10. A method as claimed in claim 9, wherein at least part of said legally-based and practice-based information relating to said communicated questions is communicated to said user with said communicated questions.

11. A method as claimed in claim 9 wherein said user is provided with one or more hyper links to enable said user to access at least part of said legally-based and practice-based information.

12. A method as claimed in claim 1 wherein said user answers said communicated questions from a client computer on a network.

13. A method as claimed in claim 1, wherein said questions communicated to said user are dynamically updated depending upon changes in law and practice.

14. A method as claimed in claim 1, including communicating to said user, for review, a summary including his or her answers to at least a subset of previously communicated questions.

15. A method as claimed in claim 14 in which communicating to said user, for review, a summary including his or her answers to at least a subset of previously communicated questions is performed once said processor means has received enough information to determine said documents that are legally required for the formation of said corporate entity.

16. A method as claimed in claim 14, which further includes enabling said user to amend his or her answers contained in said summary.

17. A method as claimed in claim 1 including validating the answers to said communicated questions received from said user.

18. A method as claimed in claim 17, which further includes communicating an error message to said user if an answer received to a question must by its nature be incorrect.

19. A method as claimed in claim 1 including:

allocating an identifier to identify an answering session performed by said user; and

associating said user'"'"'s stored answers from said answering session with said identifier.

20. A method as claimed in claim 1 including enabling said user to submit an identifier to identify at least one of said user and an answering session.

21. A method as claimed in claim 20 including:

retrieving said user'"'"'s stored answers from a previous answering session based on the submitted identifier.

22. A method as claimed in claim 1 including:

enabling said user to use at least one stored answer from a previous answering session to answer corresponding questions of a current answering session.

23. A method as claimed in claim 1 in which at least one of said sets of one or more questions includes only one question.

24. A method as claimed in claim 1 wherein in (d) a final repetition ends in a repetition of (a).

25. A method as claimed in claim 1 in which the processor means communicates all of the questions of a set of questions having more than one question to the user substantially simultaneously.

26. A system for assisting in the formation of a corporate entity in at least one answering session, said system including:

a processor in interactive communication with a user attempting to form said corporate entity;

interactive communication means, in communication with said processor, adapted to allow said processor to communicate sets of one or more questions to said user and to allow said processor to receive said user'"'"'s answers to said communicated questions;

a data storer associated with said processor means configured to store said user'"'"'s received answers;

said processor running an application program configured to cause said processor to communicate at least one set of one or more questions to said user and to receive answers thereto from said user;

to successively select and communicate a further set of one or more questions to said user and to receive answers thereto from said user; and

to repeat said selection and communication of further sets of one or more questions until said processor has received at least enough answers from said user to allow said processor to determine the documents that are legally required for the formation of said corporate entity, wherein the selection of at least some of said further sets of one or more questions by said processor is based on said user'"'"'s answer to one or more previous questions;

said application program further causing said processor to determine the documents that are legally required for the formation of said corporate entity; and

to generate said legally required documents in an electronic form using at least some of said user'"'"'s stored answers.

27. A system as claimed in claim 26 in which said data storer includes a database structure associated with said processor, said database structure having a plurality of user answer fields in which at least selected ones of said user'"'"'s answers are stored.

28. A system as claimed in claim 27 in which said database structure additionally includes a question database from which said communicated questions are selected by said processor.

29. A system as claimed in claim 26 in which one or more document templates are accessible by said processor, and wherein said application program causes said processor to merge at least one selected document template corresponding to said legally required documents, with at least a subset of said user'"'"'s stored answers to generate said legally required documents.

30. A system as claimed in claim 29 in which said application program causes said processor to map said user answer fields, to corresponding text insertion areas contained in said at least one selected document template.

31. A system as claimed in claim 30 in which at least one of said user answer fields are mapped to a plurality of corresponding text insertion areas in said at least one selected document template.

32. A system as claimed in claim 26 in which said application program causes said processor to select at least one of said further sets of one or more questions on the basis of said user'"'"'s answers to at least two previous questions.

33. A system as claimed in claim 26 wherein a final set of one or more questions selected by said processor includes one or more predetermined questions.

34. A system as claimed in claim 26 in which the processor communicates all of the questions of a set of questions having more than one question to the user substantially simultaneously.

48. A system as claimed in claim 26 in which said interactive communications means includes a computer network.

49. A system as claimed in claim 26 in which said documents legally required for the formation of the corporate entity include the documents required to be in existence shortly after the incorporation of the corporate entity.

35. A computer memory storing thereon an application program for controlling the operation of a processor to assist in the formation of a corporate entity in at least one answering session, said application program controlling said processor to:

(a) communicate at least one set of one or more questions to said user and enable said user to provide, for storage, one or more answers to said communicated questions;

(b) select a further set of one or more questions for communication to said user, wherein the selection of at least one question in said selected further set of one or more questions is dependent upon said user'"'"'s answer to one or more previous questions;

(c) communicate said further set of one or more questions to said user and enable said user to provide, for storage, one or more answers to said further set of communicated questions;

(d) repeat at least some of the above until said user has provided at least enough information to allow said processor to determine the documents that are legally required for the formation of said corporate entity, wherein at least one repetition includes a repetition of (b) and (c);

(e) determine the documents that are legally required for the formation of said corporate entity; and

(f) generate the legally required documents referred to in (e) in an electronic form.

36. A computer memory as claimed in claim 35, wherein the application program controls said processor means to communicate to said user, legally-based and practice-based information relating to said questions as said questions are communicated to said user.

37. A computer memory as claimed in claim 35, wherein the application program controls said processor means to dynamically update the questions available for communication to said user depending upon changes in at least one of the law and practice.

38. A computer memory as claimed in claim 35, wherein said application program controls said processor to communicate to said user, for review, a summary including his or her answers to at least a subset of previously communicated questions.

39. A computer memory as claimed in claim 38, wherein said application program controls said processor to communicate said summary once said processor has received enough information to determine said documents that are legally required for the formation of said corporate entity.

40. A computer memory as claimed in claim 38, wherein said application program controls said processor means to enable said user to amend his or her answers contained in said summary.

41. A computer memory as claimed in claim 35, wherein said application program controls said processor means to update said user'"'"'s stored answers upon amendment by said user to an earlier stored answer.

42. A computer memory as claimed in claim 35, wherein said application program controls said processor to validate answers received from said user and to communicate an error message to said user when said user provides an answer which must by its nature be incorrect.

43. A computer memory as claimed in claim 35, wherein said application program controls said processor to allocate a unique identifier to identify each answering session.

44. A computer memory as claimed in claim 35, wherein said application program controls said processor to copy at least one of said user'"'"'s stored answers from a previous answering session to enable said user to use said at least one copied answer in a current answering session.

45. A computer memory as claimed in claim 35 wherein said application program controls said processor to create an electronic file, that is representative of at least a subset of said user'"'"'s stored answers, for filing with a registration authority that registers corporate entities.

46. A computer memory as claimed in claim 35 wherein said application program controls said processor to communicate all of the questions of a set of questions having more than one question to the user substantially simultaneously.

47. A computer memory as claimed in claim 35 in which said documents legally required for the formation of the corporate entity include the documents required to be in existence shortly after the incorporation of the corporate entity.