Legal Instrument Management Platform
First Claim
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1. A system for creating and managing contractual information, the system comprising:
- a processing device; and
a memory storing program instructions that when executed by the processor cause the processor to generate;
a contract modeling module programmed to define a plurality of contract terms that are incorporated into a contract model, as well as to define a template that is configured to generate a draft contract;
a customer module programmed to execute a wizard associated with the contract model to receive information associated with the contract terms, validate the information, and apply the information to the template to generate the draft contract;
a contract review module programmed to import an existing contract and to identify contract terms within the existing contract; and
a user management module programmed to restrict access to the draft contract based on the contract terms.
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Abstract
A legal instrument management system facilitates the storage and management of documents including contracts or other legal instruments. The system facilitates the review of stored documents as well as the creation of new documents. The system also provides searching capabilities to quickly identify documents that match a search query. Contract models can be structured to define how data is organized and to normalize the description of contract terms in the system. Methods are also disclosed.
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Citations
20 Claims
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1. A system for creating and managing contractual information, the system comprising:
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a processing device; and a memory storing program instructions that when executed by the processor cause the processor to generate; a contract modeling module programmed to define a plurality of contract terms that are incorporated into a contract model, as well as to define a template that is configured to generate a draft contract; a customer module programmed to execute a wizard associated with the contract model to receive information associated with the contract terms, validate the information, and apply the information to the template to generate the draft contract; a contract review module programmed to import an existing contract and to identify contract terms within the existing contract; and a user management module programmed to restrict access to the draft contract based on the contract terms. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A method of managing contractual information, the method comprising:
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storing a master term list including a plurality of master terms in memory with a computing device, the plurality of master terms including at least a first master term; storing a first document in the memory with the computing device; outputting the first document with the computing device; receiving with the computing device a first input identifying a first document term in the first document; receiving with the computing device a second input identifying the first master term of the master term list; and associating the first document term with the first master term in the memory with the computing device. - View Dependent Claims (8, 9, 10, 11, 12, 13)
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14. A method of managing contractual information, the method comprising:
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storing a master term list in a memory with a computing device, the master term list identifying a plurality of contract terms; storing a plurality of documents in the memory with the computing device; associating document terms within the plurality of documents with the contract terms of the master list and storing the associations in the memory with the computing device to normalize the document terms; receiving with the computing device a search request including at least one of the contract terms; performing a search to identify a subset of the plurality of documents that match the search request; and generating a report identifying the subset of the plurality of documents that match the search request. - View Dependent Claims (15, 16, 17, 18, 19, 20)
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Specification