Granted Patent B2

US 12,725,215 · App. 19/072,415 · Granted Sep 1, 2026

Inventors: Eugene De Villiers (Schaumburg, IL); Hilary Bowman (Raleigh, NC); Anthony Dey (New Albany, OH)

Assignee: Querious, Inc.

G06Q50/18G06F40/20

Abstract

Claims (75)

1 . An artificial intelligence (AI)-based system for automatically suggesting potential legal issues, comprising:

at least one computer processor including a memory;

at least one AI engine; and

at least one user account;

wherein the at least one user account hosts and/or attends at least one virtual meeting;

wherein the at least one AI engine is integrated into a video chat interface;

wherein the at least one computer processor is operable to receive at least one input from the at least one user account;

wherein the at least one input includes a live conversation;

wherein the at least one input is not uploaded information;

wherein the at least one AI engine is operable to automatically determine and display at least one tailored recommendation, in real-time, during the at least one virtual meeting based on the at least one input;

wherein the at least one AI engine is operable to generate a standalone browser window separate from the video chat interface;

wherein the standalone browser window and the video chat interface are displayed via a graphical user interface (GUI);

wherein the at least one AI engine utilizes at least one application programming interface (API) to automatically resize and/or reorganize icons on the video chat interface after generating the standalone browser window such that the video chat interface and the standalone browser window are simultaneously displayed via the GUI;

wherein the at least one tailored recommendation includes at least one question, at least one legal issue automatically identified by the at least one AI engine, relevant legal content relating to the at least one legal issue, and at least one collaborator;

wherein the at least one AI engine generates and formats the at least one tailored recommendation based on a legal practice area, professional licensure, and professional experiences associated with the at least one user account;

wherein the at least one AI engine is operable to communicate with an external legal practice management program; and

wherein the at least one AI engine is operable to populate the standalone browser window with the at least one tailored recommendation based on the at least one input to display to the at least one user account.

2 . The system of claim 1 , wherein the at least one AI engine is operable to utilize natural language processing to process the at least one input, and wherein the at least one input includes audio transcripts, live audio data, text, and/or at least one document.

3 . The system of claim 1 , wherein the at least one AI engine is operable to determine a relevant jurisdiction for the at least one legal question based in part on geolocation, input received from the plurality of user accounts, at least one administrative account, and/or natural language processing (NLP).

4 . The system of claim 1 , wherein the at least one AI engine is operable to generate at least one structured summary organized by topic based on context from the at least one virtual meeting.

5 . The system of claim 4 , wherein the at least one AI engine is operable to generate additional structured summaries for subsequent meetings, and wherein the at least one AI engine is operable to aggregate and summarize a combination of the at least one structured summary and the additional structured summaries.

6 . The system of claim 1 , wherein the at least one AI engine is operable to determine the at least one tailored recommendation by ingesting and training from scraped web data, utilizing a search engine, and/or searching at least one database and outputting the at least one tailored recommendation as a natural language output via a large language model.

7 . The system of claim 1 , wherein the AI-based system is operable to integrate with at least one video conferencing platform.

8 . An artificial intelligence (AI)-based system for automatically suggesting potential legal issues, comprising:

at least one computer processor including a memory;

at least one AI engine including a large language model; and

at least one user account;

wherein the at least one user account hosts and/or attends at least one virtual meeting;

wherein the at least one AI engine is integrated into a scheduling platform via at least one application programming interface (API);

wherein the at least one AI engine creates pre-meeting context for the at least one virtual meeting before the at least one virtual meeting based in part on data extracted from the scheduling platform;

wherein the at least one computer processor is operable to receive at least one input from the at least one user account;

wherein the at least one input includes a live conversation;

wherein the at least one input is not uploaded information;

wherein the at least one AI engine creates in-meeting context for the at least one virtual meeting in real-time based on the at least one input;

wherein the at least one AI engine is operable to utilize natural language processing to analyze the at least one input;

wherein the at least one AI engine is operable to automatically determine and display at least one suggestion, in real-time, during the at least one virtual meeting based on the at least one input;

wherein the at least one AI engine utilizes the in-meeting context to fine tune, in real-time, the at least one suggestion to increase relevancy of the at least one suggestion to the at least one user account;

wherein the at least one suggestion includes at least one question, at least one legal issue automatically identified by the at least one AI engine, relevant legal content relating to the at least one legal issue, and at least one collaborator;

wherein the at least one AI engine is operable to automatically designate, during the at least one virtual meeting, the at least one collaborator for the at least one legal issue based on a legal practice area, professional licensure, and professional experiences of the at least one collaborator; and

wherein the at least one suggestion is displayed to the at least one user account as a natural language output via the large language model.

9 . The system of claim 8 , wherein the at least one AI engine is operable to generate at least one structured summary organized by topic based on context from the at least one virtual meeting.

10 . The system of claim 8 , wherein the at least one AI engine is operable to determine the at least one legal issue by querying at least one legal database, scraping data from at least one publicly available internet source, conducting a semantic analysis of the at least one input, and/or by the at least one AI engine analyzing at least one document.

11 . The system of claim 8 , wherein the AI-based system is operable to integrate with at least one video conferencing platform.

12 . The system of claim 8 , wherein the at least one collaborator includes a qualified professional based on the at least one legal issue.

13 . The system of claim 8 , wherein the at least one question includes a solicitation for more information about the at least one legal issue.

14 . The system of claim 8 , wherein the at least one AI engine is operable to determine a relevant jurisdiction based in part on geolocation, input received from the plurality of user accounts, a document, and/or natural language processing (NLP).

15 . The system of claim 8 , wherein the at least one input is operable to include text, audio, video, and/or at least one document.

16 . The system of claim 8 , wherein the relevant legal content includes information from relevant statutes, regulations, laws, and/or any other relevant legal source, and wherein the at least one AI engine includes citations to the relevant legal content within the at least one suggestion.

17 . An artificial intelligence (AI)-based system for automatically suggesting potential legal issues, comprising:

at least one computer processor including a memory;

at least one AI engine; and

at least one user account;

wherein the at least one user account hosts and/or attends at least one virtual meeting;

wherein the at least one AI engine is integrated into a video chat interface;

wherein the at least one AI engine is integrated into a scheduling platform via a first set of at least one application programming interface (API);

wherein the at least one AI engine creates pre-meeting context for the at least one virtual meeting before the at least one virtual meeting based in part on data extracted from the scheduling platform, the pre-meeting context being used to fine tune reasoning ability of the at least one AI engine prior to the at least one virtual meeting;

wherein the at least one computer processor is operable to receive at least one input from the at least one user account;

wherein the at least one input includes a live conversation;

wherein the at least one input is not uploaded information;

wherein the at least one AI engine creates in-meeting context for the at least one virtual meeting in real-time based on the at least one input;

wherein the at least one AI engine is operable to automatically determine and display at least one suggestion, in real-time, during the at least one virtual meeting based on the at least one input;

wherein the at least one AI engine is operable to adaptively adjust data sources used to determine the at least one suggestion based on a legal practice area associated with the at least one user account and topics discussed during the at least one virtual meeting;

wherein the at least one AI engine utilizes the in-meeting context to fine tune, in real-time, the at least one suggestion to increase relevancy of the at least one suggestion to the at least one user account;

wherein the at least one suggestion includes at least one question, at least one legal issue automatically identified by the at least one AI engine, relevant legal content relating to the at least one legal issue, and at least one collaborator;

wherein the at least one AI engine is operable to generate a standalone browser window separate from the video chat interface and/or generate a chat browser integrated into the video chat interface;

wherein the standalone browser window and/or the chat browser and the video chat interface are displayed via a graphical user interface (GUI);

wherein the at least one AI engine utilizes a second set of at least one API to automatically resize and/or reorganize icons on the video chat interface after generating the standalone browser window and/or the chat browser such that the video chat interface and the standalone browser window and/or the chat browser are simultaneously displayed via the GUI;

wherein the at least one AI engine is operable to populate the standalone browser window and/or the chat browser with the at least one suggestion based on the at least one input to display to the at least one user account;

wherein the at least one AI engine is operable to communicate with an external legal practice management program;

wherein the at least one AI engine is operable to tailor the at least one suggestion such that the at least one suggestion is operable to be different for the at least one user account attending the at least one virtual meeting from a second user account attending the at least one virtual meeting based on a legal practice area, professional licensure, and professional experiences of the at least one user account and the second user account;

wherein the at least one AI engine is operable to generate a structured billable time entry for the at least one virtual meeting organized by the topics discussed in the at least one virtual meeting; and

wherein the structured billable time entry includes the at least one AI engine mapping the structured billable time entry to a client number identified by the at least one AI engine via the pre-meeting context and formatting the structured billable time entry according to client settings the at least one AI engine identifies via the external practice management program.

18 . The system of claim 17 , wherein the at least one AI engine is operable to generate additional structured billable time entries for subsequent meetings, and wherein the at least one AI engine is operable to aggregate and summarize a combination of the structured billable time entries and the additional structured billable time entries to use as an overall bill.

19 . The system of claim 17 , wherein the at least one AI engine is operable to use a structured summary, additional structured summaries, and/or a combination of the structured summary and the additional structured summaries to recommend at least one professional.

20 . The system of claim 17 , wherein the at least one AI engine is operable to modify the structured billable time entry based in part on information saved in the memory for a particular client.

Assignments (1)

Continuity (2)

References Cited (37)