IP Library Granted Patent US 12,688,367
Granted Patent B1
US 12,688,367 · App. 18/163,445 · Granted Jul 21, 2026

Platform for scalable and efficient legal document drafting using generative AI and expert-in-the-loop

Inventor: Ian C. Schick (Ojai, CA)
Assignee: Paximal, Inc.
G06F40/30G06F40/137G06F40/284G06F40/56G06Q10/10G06Q50/184G06N20/00
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Quick Facts
Patent No.
US 12,688,367
App. No.
18/163,445
Filed
Feb 2, 2023
Granted
Jul 21, 2026
Kind
B1
Art Unit
2658
USPC
704/9
Abstract

Systems, methods, and storage media for providing a scalable platform for improving legal drafting efficiency using generative ai and expert-in-the-loop are disclosed. Exemplary implementations may: provide a platform that allows firms to request drafting services on an on-demand basis; provide, through the platform, a two-sided marketplace supporting the network of drafters; utilize advanced technology to minimize waste in the production of legal documents; implement strict document guidelines and quality assurance procedures to ensure a consistent quality legal documents; and provide a project dashboard and automated workflows to ensure projects stay coordinated and on-schedule.

Claims (45)

1 . A method for legal document production using generative AI, comprising:

providing a platform through which a drafting process for drafting legal documents is carried out;

providing, through the platform, a user interface through which users initiate and participate in the drafting process;

providing a document generation system to facilitate the drafting process through the platform to produce the legal documents, the document generation system utilizing machine learning algorithms to facilitate the drafting process in production of the legal documents through a series of steps guided by the users in the user interface, wherein the series of steps includes:

receiving input data from the users defining instructions for generating content of the legal documents;

pre-processing the input data to structure the input data for the machine learning algorithms;

generating new text content for the legal documents via generative AI algorithms based on the pre-processing of the input data and the instructions; and

presenting the new text content within the user interface for review and editing by the users;

implementing document guidelines and quality assurance procedures via the document generation system to conform the legal documents to predetermined criteria; and

providing a project dashboard and automated workflows via the user interface to manage and view status of projects associated with the production of the legal documents.

2 . The method of claim 1 , wherein the platform includes a secure portal through which the users initiate the drafting process.

3 . The method of claim 1 , wherein the platform includes a messaging system.

4 . The method of claim 1 , wherein the platform utilizes encrypted data transfer to ensure security of sensitive information.

5 . The method of claim 1 , wherein the platform includes a rating system to provide feedback on the legal documents produced through the document generation system.

6 . The method of claim 1 , wherein the project dashboard includes real-time updates on status of the production of the legal documents.

7 . The method of claim 1 , wherein the project dashboard is configured to cause the legal documents to be downloaded upon completion.

8 . The method of claim 1 , wherein the project dashboard includes a search function.

9 . The method of claim 1 , wherein the project dashboard is configured to facilitate viewing and downloading of past drafts and revisions for individual ones of the legal documents.

10 . The method of claim 1 , wherein the platform is configured to produce multiple ones of the legal documents simultaneously.

11 . The method of claim 1 , wherein the platform is configured based on complexity requirements.

12 . The method of claim 1 , wherein the platform is configured based on language requirements.

13 . The method of claim 1 , wherein the document generation system further utilizes natural language processing in the production of the legal documents.

14 . The method of claim 1 , wherein the platform utilizes predictive modeling configured to forecast demand for the production of the legal documents.

15 . The method of claim 1 , wherein the platform utilizes project management tools configured to optimize coordination and scheduling of the production of the legal documents.

16 . A system configured for legal document production using generative AI, the system comprising:

one or more hardware processors configured by machine-readable instructions to:

provide a platform through which a drafting process for drafting legal documents is carried out;

provide, through the platform, a user interface through which users initiate and participate in the drafting process;

provide a document generation system to facilitate the drafting process to produce the legal documents, the document generation system utilizing machine learning algorithms to facilitate the drafting process in production of the legal documents through a series of steps guided by the users in the user interface, wherein the series of steps includes:

receiving input data from the users defining instructions for generating content of the legal documents;

pre-processing the input data to structure the input data for the machine learning algorithms;

generating new text content for the legal documents via generative AI algorithms based on the pre-processing of the input data and the instructions; and

presenting the new text content within the user interface for review and editing by the users;

implement document guidelines and quality assurance procedures via the document generation system to conform the legal documents to predetermined criteria; and

provide a project dashboard and automated workflows via the user interface to manage and view status of projects associated with the production of the legal documents.

17 . A non-transient computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to perform a method for legal document production using generative AI, the method comprising:

providing a platform through which a drafting process for drafting legal documents is carried out;

providing, through the platform, a user interface through which users initiate and participate in the drafting process;

providing a document generation system to facilitate the drafting process through the platform to produce the legal documents, the document generation system utilizing machine learning algorithms to facilitate the drafting process in production of the legal documents through a series of steps guided by the users in the user interface, wherein the series of steps includes:

receiving input data from the users defining instructions for generating content of the legal documents;

pre-processing the input data to structure the input data for the machine learning algorithms;

generating new text content for the legal documents via generative AI algorithms based on the pre-processing of the input data and the instructions; and

presenting the new text content within the user interface for review and editing by the users;

implementing document guidelines and quality assurance procedures via the document generation system to conform the legal documents to predetermined criteria; and

providing a project dashboard and automated workflows via the user interface to manage and view status of projects associated with the production of the legal documents.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 2, 2023
From: SCHICK, IAN C.
To: SPECIFIO, INC.
Reel/Frame 062571/0854 →
Continuity (42)
Continuation In Part 17230548 · Apr 14, 2021
Continuation In Part 16901677 · Jun 15, 2020
Continuation In Part 16840236 · Apr 3, 2020
Continuation In Part 16814335 · Mar 10, 2020
Continuation In Part 16739655 · Jan 10, 2020
Continuation 16510074 · Jul 12, 2019
Continuation 16221070 · Dec 14, 2018
Continuation In Part 16025720 · Jul 2, 2018
Continuation In Part 16025687 · Jul 2, 2018
Continuation In Part 15994756 · May 31, 2018
Continuation 15936239 · Mar 26, 2018
Continuation 15892679 · Feb 9, 2018
Provisional Application 62705316 · Jun 22, 2020
Provisional Application 62705315 · Jun 22, 2020
Provisional Application 62705317 · Jun 22, 2020
Provisional Application 62626222 · Feb 5, 2018
Provisional Application 62599588 · Dec 15, 2017
Provisional Application 62590274 · Nov 23, 2017
Provisional Application 62564210 · Sep 27, 2017
Provisional Application 62561876 · Sep 22, 2017
Provisional Application 62553096 · Aug 31, 2017
Provisional Application 62546743 · Aug 17, 2017
Provisional Application 62539014 · Jul 31, 2017
Provisional Application 62534793 · Jul 20, 2017
Provisional Application 62528907 · Jul 5, 2017
Provisional Application 62526316 · Jun 28, 2017
Provisional Application 62526314 · Jun 28, 2017
Provisional Application 62523262 · Jun 22, 2017
Provisional Application 62523257 · Jun 22, 2017
Provisional Application 62523258 · Jun 22, 2017
Provisional Application 62523260 · Jun 22, 2017
Provisional Application 62519852 · Jun 14, 2017
Provisional Application 62519847 · Jun 14, 2017
Provisional Application 62519850 · Jun 14, 2017
Provisional Application 62516640 · Jun 7, 2017
Provisional Application 62515096 · Jun 5, 2017
Provisional Application 62479136 · Mar 30, 2017
Provisional Application 62459199 · Feb 15, 2017
Provisional Application 62459235 · Feb 15, 2017
Provisional Application 62459208 · Feb 15, 2017
Provisional Application 62459357 · Feb 15, 2017
Provisional Application 62459246 · Feb 15, 2017
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