# US 7,496,577 B2 · System and method for efficiently drafting a legal document using an authenticated clause table > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 7,496,577 B2 - Document ID: US7496577B2 - Status: Granted - Kind: B2 - Application number: 11/486,487 - Filed: 2006-07-14 - Published: 2006-11-09 - Granted: 2009-02-24 - Earliest claimed: 2000-11-28 - Assignees: Attenex Corporation - Inventors: Mary L. Williamson; Martin F. Smith; David C. Hensler; Charles P. Hensler; Amy C. Theobald - Web page: https://patentgrep.com/patent/US7496577B2 ## CPC - G06F 40/166: Editing, e.g. inserting or deleting - Y10S 707/99936: Pattern matching access - Y10S 707/99939: Privileged access - Y10S 707/99942: Manipulating data structure, e.g. compression, compaction, compilation - Y10S 707/99943: Generating database or data structure, e.g. via user interface - Y10S 707/99944: Object-oriented database structure - Y10S 707/99945: Object-oriented database structure processing - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - Y10S: TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS ## Abstract A table of clauses is compiled into a shareable database. Each clause relates to parties potentially affected by a use of the clause in a legal document. Each clause also includes authorizations controlling access and preferences specifying provisions and terms for a specific subject matter. A searchable index is formed using a topical ordering based on the specific subject matter included. A clause selection interface is exported and includes document drafting controls. The clauses table index is authenticated against the authorizations for a given user, preferences for the individual parties, and specified monetary amount and is presented following successful authentication. A clause selection is authenticated against the authorizations for a given user and the preferences for the parties. An individual clause from the clauses table is displayed on the user interface upon the selection by the given user following successful authentication. ## Claims ### Claim 1 A system for drafting a complex document, comprising: a record naming at least one third party in a complex document; a clause selection module selecting, by a user, one or more clauses from a clause table stored in a database, wherein each clause includes provisions and terms relating to conditions affecting the at least one third party; a user comparison module comparing the one or more selected clauses against a user authorization list stored in the database and precluding only those selected clauses from use for which the user is not authorized; a clause comparison module otherwise comparing the one or more selected clauses against a clause preference list stored in the database for the at least one third party, precluding only those selected clauses from use that are not preferred and structuring the conditions affecting the at least one third party provided in the provisions and terms of the one or more selected clauses in the complex document; and a processor to execute the modules. ### Claim 2 (depends on 1) The system according to claim 1, further comprising: an annotation module associating annotations stored in a database with clauses from the clause table, wherein each annotation provides an explanatory description of each associated clause; and the clause selection module presenting the associated annotation for each of the one or more selected clauses upon selection. ### Claim 3 (depends on 2) The system according to claim 2, wherein the annotations contain hyperlinks to reference sources. ### Claim 4 (depends on 3) The system according to claim 3, wherein the reference sources are stored in one of a local database and a remote database. ### Claim 5 (depends on 1) The system according to claim 1, further comprising: a search server indexing the clause table to provide efficient retrieval of the one or more selected clauses upon selection by the user. ### Claim 6 (depends on 1) The system according to claim 1, further comprising: a word processing program interface inserting the one or more selected clauses into the complex document. ### Claim 7 (depends on 1) The system according to claim 1, further comprising: an annotation panel displaying annotations stored in a database, wherein each annotation is associated with one of the one or more selected clauses and provides an explanatory description of of that selected clause. ### Claim 8 (depends on 7) The system according to claim 7, wherein the annotations contain hyperlinks to reference sources stored in one of a local database and a remote database. ### Claim 9 A method for drafting a complex document, comprising: naming at least one third party in a complex document; selecting, by a user, one or more clauses from a clause table stored in a database, wherein each clause includes provisions and terms relating to conditions affecting the at least one third party; comparing the one or more selected clauses against a user authorization list stored in the database; precluding only those selected clauses from use for which the user is not authorized; otherwise comparing the one or more selected clauses against a clause preference list stored in the database for the at least one third party; precluding only those selected clauses from use that are not preferred; structuring the conditions affecting the at least one third party provided in the provisions and terms of the one or more selected clauses in the complex document; and storing the complex document. ### Claim 10 (depends on 9) The method according to claim 9, further comprising: associating annotations stored in a database with clauses from the clause table, wherein each annotation provides an explanatory description of each associated clause; and presenting the associated annotation for each of the one or more selected clauses upon selection. ### Claim 11 (depends on 10) The method according to claim 10, wherein the annotations contain hyperlinks to reference sources. ### Claim 12 (depends on 11) The method according to claim 11, wherein the reference sources are stored in one of a local database and a remote database. ### Claim 13 (depends on 9) The method according to claim 9, further comprising: indexing the clause table to provide efficient retrieval of the one or more selected clauses upon selection by the user. ### Claim 14 A method for drafting a complex document using an authenticated clause table, comprising: naming at least one third party in a complex document; providing a clause selection interface, comprising: displaying a clause topics listing; and receiving a clause selection from the clause topics listing by a user; authenticating use of the clause selection, comprising: comparing the clause selection against a user authorization list stored in a database for the at least one third party; comparing the clause selection against a clause preference list stored in the database for the at least one third party; and structuring conditions affecting the at least one third party provided in the provisions and terms of the clause selection in the complex document, wherein the clause selection is precluded from use when at least one of the clause selection is not authorized by the user authorization list and the clause selection is not preferred and, wherein the clause selection is presented via the clause selection interface upon successful authentication; and storing the complex document. ### Claim 15 (depends on 14) The method according to claim 14, further comprising: inserting the clause selection into the complex document. ### Claim 16 (depends on 14) The method according to claim 14, wherein the clause selection interface is presented as a Web page via a Web browser. ### Claim 17 (depends on 16) The method according to claim 16, wherein the Web page is written in an interpretable tag-delimited language. ### Claim 18 (depends on 17) The method according to claim 17, wherein the language is one of Hypertext Markup Language and Extensible Markup Language. ### Claim 19 (depends on 14) The method according to claim 14, further comprising: displaying an annotation stored in a database associated with the clause selection, wherein each annotation provides an explanatory description of each associated clause selection. ### Claim 20 (depends on 19) The method according to claim 19, wherein the annotations contain hyperlinks to reference sources stored in one of a local database and a remote database.