Patent Document ID: 9355370
Application ID: 13922154
Patent Flag: 1

Claim One:
1. A server system for generating legal documents, the server system comprising: a. processor for executing instructions; a display, operatively coupled to the processor; an input communications device; a non-transitory computer readable medium, operatively coupled to the processor, wherein the non-transitory computer readable medium contains: a set of server system instructions that, if executed by the processor, are operable to cause the server system to prompt a first user to initialize the server system with a plurality of legal document forms and a plurality of form selection attributes corresponding to each, of the plurality of legal document forms; a set of learning agent instructions that, if executed by the processor, are operable to cause the server system to construct at least one machine learned, form selection classifier based on a training set, wherein the training set is a first subset of a set of form usage data; a set of rule engine instructions that, if executed by the processor, are operable to cause the server system to construct a rules engine, the rules engine comprising form selection rules and resources and logic to apply the form selection rules, wherein the form selection rules include the at least one machine learned, form selection classifier; and a set of document management instructions that, if executed by the processor, are operable to cause the server system to: prompt a second user to populate the rules engine with transaction data corresponding to the second user's legal transaction; select at least one of the plurality of legal document forms as determined by the populated rules engine; populate at least one selected legal document form with data corresponding to the transaction data to produce at least one completed legal document; and display the at least one completed legal document to the second user.