Legal consultation assistance system
The legal consultation support system addresses the inefficiencies in managing legal processes by enabling communication and visualization of case progress through a server and terminal setup, utilizing AI for information summarization and automating personnel assignment, resulting in improved legal matter management and efficiency.
Patent Information
- Application Number
- PCT/JP2024/016911
- Authority / Receiving Office
- WO · WO
- Patent Type
- Applications
- Current Assignee / Owner
- Priority Date
- 2023-07-14
- Filing Date
- 2024-05-02
- Publication Date
- 2025-01-23
AI Technical Summary
Existing legal consultation systems are insufficient in managing the entire legal process, particularly in facilitating communication and progress management between legal staff and field staff, leading to inefficiencies in understanding and managing legal matters.
A legal consultation support system comprising a legal affairs terminal, a client terminal, and a legal consultation support server that enables communication, status updates, and visualization of case progress, utilizing generative AI for summarizing consultation information and response information, and automatically assigning appropriate legal personnel based on past consultation trends.
The system enables thorough management of legal matters, improves communication between legal and field staff, enhances efficiency by visualizing case progress, and optimizes the assignment of legal personnel, leading to faster and more accurate legal support.
Smart Images

Figure JP2024016911_23012025_PF_FP_ABST
Abstract
Description
Legal consultation support system
[0001] The present invention relates to a legal consultation support system.
[0002] As so-called digital transformation (DX) technologies in the legal field, technologies for supporting contract review work have been disclosed (for example, Patent Documents 1 to 3). On the other hand, a technology for facilitating communication between legal personnel and clients (on-site personnel) has also been disclosed (Patent Document 4).
[0003] JP 2020-013524 A JP 2021-174474 A JP 2021-117844 A JP 2020-166870 A
[0004] Although the above-mentioned techniques can improve the efficiency of individual tasks, they are insufficient as techniques for grasping and managing the entire system.
[0005] Therefore, one object of the present invention is to provide a technology that enables smooth communication between legal staff and on-site staff while keeping an overall grasp of the situation, particularly with regard to progress management of legal cases.
[0006] According to the present invention, there is provided a legal consultation support system comprising a legal affairs officer terminal, a client terminal, and a legal consultation support server providing a legal consultation support service, wherein the legal consultation support server: accepts a legal consultation from the client terminal and shares the legal consultation to the legal affairs officer terminal in a displayable manner; accepts an assignment operation from the legal affairs officer terminal to associate one legal affairs officer terminal with the legal consultation, thereby enabling communication between the one legal affairs officer terminal and the client terminal via the legal consultation support service; associates status information according to progress of the communication with the legal consultation; updates the status information according to the progress, and shares the updated status information in a displayable manner on at least one of the legal affairs officer terminals. In the legal consultation support system, the legal consultation support server further comprises a database for storing consultation information acquired from the client terminal and answer information given by the legal affairs officer terminal in response to the consultation information, and summarizes the consultation information and answer information using a generative AI to generate summarized consultation information and summarized answer information, The legal consultation support system further comprises a step of storing the summary consultation information and the summary answer information in association with each other.
[0007] Further, according to the present invention, there is provided a legal consultation support system comprising a legal affairs terminal, a client terminal, and a legal consultation support server that provides a legal consultation support service, wherein the legal consultation support server: accepts a legal consultation from the client terminal, and shares the legal consultation on the legal affairs terminal in a manner that allows it to be displayed; accepts an assignment operation from the legal affairs terminal to associate one legal affairs terminal with the legal consultation, enabling communication between the one legal affairs terminal and the client terminal via the legal consultation support service; associates status information according to the progress of the communication with the legal consultation; updates the status information according to the progress, and shares the updated status information in a manner that allows it to be displayed on at least one of the legal affairs terminals. In this legal consultation support system, a legal consultation support system is obtained, which includes: acquiring contract information from the client terminal or the legal affairs terminal; assigning the contents of the contract to a generative AI; having the generative AI identify information that needs to be visualized on the client terminal or the legal affairs terminal; and visualizing the information.
[0008] Further, according to the present invention, there is provided a legal consultation support system comprising a legal officer terminal, a client terminal, and a legal consultation support server providing a legal consultation support service, wherein the legal consultation support server: accepts a legal consultation from the client terminal, and shares the legal consultation on the legal officer terminal so that it can be displayed; accepts an assignment operation from the legal officer terminal to associate one legal officer terminal with the legal consultation, thereby enabling communication between the one legal officer terminal and the client terminal via the legal consultation support service; associates status information according to the progress of the communication with the legal consultation; updates the status information according to the progress, and shares the updated status information so that it can be displayed on at least one of the legal officer terminals. In this legal consultation support system, a legal consultation system is obtained which includes: a step of storing a consultation history between the client terminal and the legal officer terminal; a step of accepting a request from the client terminal; a step of analyzing the content of the request; and a step of identifying the legal officer based on the results of the analysis.
[0009] According to the present invention, the client and the legal staff can communicate about the case through the legal consultation support system, which allows for thorough management. In addition, the legal staff can grasp and manage the overall progress of the legal department's work by visualizing the progress information of the case as a so-called dashboard function.
[0010] 1 is a diagram showing an example of the configuration of a legal consultation support system (hereinafter referred to as "the system") according to a first embodiment of the present invention. FIG. 1 is a legal case dashboard screen provided to legal personnel by the system of FIG. 1. FIG. 2 is a diagram showing the hardware configuration and functional blocks of the system of FIG. 1. FIG. 3 is a functional block diagram of a storage unit of FIG. 3. FIG. 4 is a process diagram schematically showing the flow of operations of the system of FIG. 1. FIG. 5 is a diagram showing an example of a request form. FIG. 6 is a diagram showing an example of the dashboard screen of FIG. 2. FIG. 7 is a diagram showing another example of the dashboard screen of FIG. 6. FIG. 8 is a diagram showing an example of a staff assignment screen. FIG. 9 is a diagram showing an example of an operation time count screen. FIG. 10 is a diagram showing an example of a operation time count screen. FIG. 11 is a diagram showing an example of the configuration of a legal consultation support system (hereinafter referred to as "the system") according to a second embodiment of the present invention. FIG. 12 is a legal consultation flow diagram of FIG. 13. FIG. 14 is a diagram showing an example of the configuration of a legal consultation support system according to a third embodiment of the present invention. FIG. 15 is a process flow diagram of FIG. 16.
[0011] First Embodiment Hereinafter, an embodiment of the present invention will be described with reference to the drawings.
[0012] 1, a legal consultation support system (hereinafter referred to as the "system") according to an embodiment of the present invention includes a legal consultation support server, a legal affairs terminal (the primary legal affairs terminal and the secondary legal affairs terminal are collectively referred to as the "legal affairs terminals"), and a client terminal. The legal consultation support server according to this embodiment makes the legal consultation support system available to the legal affairs terminal and the client terminal, thereby providing a legal consultation support service to users (such as, but not limited to, clients and legal affairs personnel) who use these terminals.
[0013] The requester in this embodiment is not limited to the contract manager, but may be any person in any department within the company who may make a request. For example, the requester is not limited to the case where the development department requests the legal department to review the contract when concluding an outsourcing contract, but may also be the case where the marketing department makes a consultation regarding the Act against Unjustifiable Premiums and Misleading Representations, or all employees make requests regarding labor to the human resources department.
[0014] More specifically, as shown in FIG. 2 , the system generates and displays a dashboard screen that is displayed only on the legal staff terminal. On the dashboard screen, cases are arranged in rows R, and items for each case are arranged along column C. Each case is associated with the following information: a case number 201 (which is assigned a serial number), a case category 202, a case subject 203, a status 204, a request date 205, a response deadline 206, and the name of the primary responder 207. However, the information associated with a case is not limited to this. For items in column C, for example, the legal staff may create new items as appropriate for items that should be decided only among the legal staff, such as the difficulty level of the case.
[0015] <Configuration> As shown in Figure 3, this system comprises a legal consultation support server, a legal affairs terminal, and a client terminal, all of which are configured to be able to communicate with each other via the Internet. Note that this system may be configured as a cloud-based / network-based system provided by a designated business operator, or as an on-premise system that is operated independently within the company that introduces the system.
[0016] As shown in Figure 3, the legal consultation support server has at least a memory unit, a management unit, and a transmission / reception unit. The memory unit stores various information, such as information necessary for providing the system and information accumulated as the system is used. The management unit manages the information in the memory unit and updates the information automatically or when certain conditions are met. The transmission / reception unit inputs and outputs information to and from the legal affairs terminal and the client terminal.
[0017] The storage unit in Fig. 3 stores the information shown in Fig. 4. Examples of the information include, but are not limited to, information about the case, information about the person in charge, information about the status, information about attached files and documents to be referenced, information about the date and time associated with the process, and information about the UI (User Interface) required to generate a dashboard screen.
[0018] <Hardware Configuration Example> Each of the above-described functional blocks can be configured using, for example, hardware provided in a server device (terminal device), a DSP (Digital Signal Processor), or software. For example, when configured using software, each of the above-described functional blocks is actually configured with a CPU, RAM, ROM, etc. of a computer, and is realized by running a program stored in a recording medium such as the RAM, ROM, hard disk, or semiconductor memory.
[0019] <Operation> Next, the flow of operation of this system will be explained with reference to Fig. 5. Note that the order and timing of each step, whether direct or indirect notification is given, and other factors can be changed as appropriate within a reasonable range, and are not necessarily limited to the order shown in the figure.
[0020] FIG. 5 shows the exchange of information (communication) among four parties: the case terminal, the legal consultation support server, the primary legal affairs terminal, and the secondary legal affairs terminal.
[0021] The client inputs case information (e.g., a request for contract review) into a request form or the like displayed on the client terminal (SQ1101). For example, as shown in Fig. 6, the case request form may be prepared in advance and include information required for the request, such as the subject, client's name (e.g., client's name), email address (contact information), department, and contract total. The request form may be generated on any website provided by the legal consultation support server, and the client may access the website and input information into the request form.
[0022] After the client has finished entering information into the request form, the form with the entered information is sent to the legal consultation support server by performing the sending process (SQ1102). Note that the request form may also include the attached file itself in a specified format, access information for the attached file, etc.
[0023] The legal consultation support server displays on the dashboard screen that a new case has been filed (SQ1103). That is, the primary legal affairs officer and the secondary legal affairs officer can check whether or not there is a new case on the dashboard, as shown in FIG. 7. More specifically, on the dashboard screen of FIG. 7, the new case is displayed in a new case display area 601. Note that the new case display area 601 displays, for example, the case management number, case category, subject, operation buttons for assigning and returning, the date and time of the request, the deadline for response, the number of days since the request was received, the name of the requester, and the like, all of which are included in the request form described above.
[0024] 7 and 8, the dashboard screen also displays an own-case display area 602 that displays cases assigned to the user, in addition to the newly arrived case display area 601. The own-case display areas 602 and 602a may also display information such as the case number, case category, subject, status, request date, response deadline, primary responder, secondary responder, elapsed time, requester's name, requester's department, and contact information such as email address.
[0025] In the own case display area 602, a mark 603 indicating that a case has a ball in its possession (a case that the user is working on) is attached. The mark 603 is displayed in association with only one legal officer across all cases. The mark 603 will be displayed on other legal officers who change responsibilities through an assignment operation (described later). The mark 603 is an icon that resembles a ball, but the shape and design may be any, and the row may be displayed as a separate sun. Any process may be used as long as it visually indicates that the user has a ball.
[0026] 5 and 7, the primary legal affairs officer selects the "Assign" operation button to designate a legal affairs officer (SQ1104) from the new cases displayed in the new case display area 601. When the assign operation button is selected, a screen such as that shown in FIG. 9 is displayed, allowing the primary legal affairs officer and the secondary legal affairs officer to be designated.
[0027] Although there is usually one primary person in charge, one or more secondary people may be assigned in consideration of expertise, experience, etc. The secondary person in charge may also be set as a general secondary person including tertiary and quaternary people after the secondary person.
[0028] Although assignment is performed manually by the primary legal affairs officer, it is also possible to automatically assign an appropriate person based on predetermined conditions. In this case, automatic assignment may be performed based on request attributes such as the department, the person in charge on the other side, or the type of case. This allows automatic assignment processing without having to operate a separate assigning officer, even if the number of cases increases.
[0029] 5, when the assignment operation is completed, the designated person information is sent to the legal consultation support server (SQ1105). As a result, the case and the person in charge are associated on the dashboard screen, and the information is updated, and the display is also updated. In other words, each legal person can know who has been designated to handle which case.
[0030] At the same time, the legal consultation support server notifies the client of the acceptance of the assignment and notifies the client of the name of the person in charge, etc. (SQ1106). The notification may be sent to the email address entered in the request form, or via a messaging application, chat application, etc.
[0031] The assigned primary legal officer then performs the contract review work requested in the request form (SQ1107). The system may be configured to perform the contract review work seamlessly on the system by providing, for example, a viewer function, an editor function, etc.
[0032] In this embodiment, for example, if the primary legal affairs officer has a question or comment for the client, he or she may input a message using a communication tool on this system (SQ1108). The message is stored on the legal consultation support server as a comment associated with the case, and the content of the message is also notified to the client (SQ1109). The notification may be sent to the email address entered in the request form, or via a messaging application, chat application, or the like.
[0033] The client can respond to the message from the primary legal representative (SQ1110). The response may be entered by accessing the URL of a response form associated with the message, or may be sent to a designated contact point.
[0034] When a response is received, the legal consultation support server associates the content of the response with the case, updates and stores the information, and displays it to the designated person in charge (primary legal affairs officer) (SQ1111). The primary legal affairs officer can check whether or not a response has been received and the content of the response on the dashboard screen.
[0035] Here, if it is determined that a different person is more appropriate than the primary legal affairs person based on their expertise or past experience, the case can be replaced by the other person before completion. That is, the primary legal affairs person selects a secondary legal affairs person (SQ1112) and performs a process to assign the secondary legal affairs person to the legal consultation support server (SQ1113).
[0036] The legal consultation support server updates the information by associating the secondary legal officer with the case, and notifies the secondary legal officer's terminal that the secondary legal officer has been designated as the secondary legal officer (SQ1115). The notification is displayed on the dashboard screen of the secondary legal officer.
[0037] At the same time, the legal consultation support server notifies the client of the appointment and provides the name of the secondary legal affairs officer, etc. (SQ1114). The notification may be sent to the email address entered in the request form, or via a messaging application, chat application, etc.
[0038] The assigned secondary legal officer then performs contract review and other tasks (SQ1107). At this time, the secondary legal officer can refer to messages and responses exchanged between the primary legal officer and the client.
[0039] When the contract review work is completed, the secondary legal affairs officer performs a response completion process on the legal consultation support server (SQ1117), which changes the status of the case to completed and updates the information on the legal consultation support server.
[0040] 2 and 5, in this embodiment, when the legal consultation support server receives notification that a primary legal representative has been assigned (SQ1105), the status automatically changes to "Currently Handling Primary Legal Representative." When the legal representative sends a message with a question (SQ1108), the status automatically changes to "Confirming Client." When the client responds to the question (SQ1110), the status automatically changes back to "Currently Handling Primary Legal Representative." That is, when any communication takes place between the client and the primary legal representative via the legal consultation support server, the status automatically changes and updates accordingly, depending on the content of the communication. Furthermore, when the primary legal representative is assigned to a secondary legal representative (SQ1113), the status automatically changes to "Currently Handling Secondary Legal Representative," and the mark 603 shown in FIG. 7 is displayed on the case in the secondary legal representative's own case display area 602 (at this time, the mark 603 is removed from the primary legal representative's case and is no longer displayed).
[0041] The legal consultation support server notifies the client that the contract review work has been completed, along with a completion notice and documents such as the reviewed contract (SQ1118).
[0042] As shown in Figures 10 and 11, this system visualizes the time 1002 that has elapsed since the date on which a case was requested, and within that, the time 1001 that has elapsed since a person in charge was designated, making it possible to visualize the load of case processing and measure the effectiveness of efficiency improvements.
[0043] In the above explanation, the terms "client" and "legal officer" are assumed to belong to the same company or organization, but this is not necessarily the case. For example, an outside expert such as a corporate lawyer may be granted the authority (ID) to access the system as a legal officer. The scope of access may also be limited on a case-by-case basis.
[0044] Second Embodiment A second embodiment of the present invention will now be described with reference to the drawings.
[0045] <Overview> As shown in FIG. 12 , a legal consultation support system 1 (hereinafter sometimes simply referred to as the "system") according to the present invention includes a legal affairs officer terminal 10 (hereinafter sometimes referred to as the "legal affairs officer"), a client terminal 20 (hereinafter sometimes referred to as the "on-site" or "on-site officer"), and a legal consultation support server 100. The system relates to a technology for automatically generating and providing frequently asked questions (FAQs) from a database of questions and answers in the legal consultation support system. This enables efficient support for previously answered or frequently asked questions by utilizing past answers and provided information (first embodiment). The present invention also relates to a legal consultation support system that allows a specific client to obtain an appropriate template, making it possible to provide an appropriate template requested by the client (second embodiment).
[0046] <First Example> A system according to a first embodiment of the present invention includes a legal consultation support system having a database that stores consultation information provided by a client and response information from legal staff to the consultation information. This system uses generative AI to summarize the consultation information and response information, generate summary consultation information and summary response information, and store them in association with each other. This allows for quick response when a similar inquiry is received and makes efficient use of past responses.
[0047] <Database> The database in the present invention stores consultation information provided by clients and information on responses from legal staff to the consultation information. The components of this database mainly consist of the following information:
[0048] The consultation information provided by the client includes legal issues or questions, as well as detailed information specifically describing the client's situation. This information may include, for example, contract drafting or interpretation, general legal questions, requests for legal opinions on specific cases or instances, etc. Information regarding the client's situation may include, for example, the client's industry, the size of the organization, past experience related to a particular law, etc.
[0049] The legal staff's response to the consultation information includes legal opinions, advice, interpretations, suggestions, etc. regarding the legal issues and questions that the client has. This may include, for example, how to apply legal provisions, interpretations of precedents, legal risks and how to deal with them, strategic legal responses, etc.
[0050] The database of this invention stores this consultation information and response information and is utilized as an information resource for providing efficient and highly accurate legal support. The information accumulated through interactions between clients and legal staff not only provides a specific response to each individual case, but also serves as an important foundation for extracting insights and patterns into general legal issues.
[0051] The past consultation information and answer information may be actual consultation information that occurred in the past at the company and answer information that was actually answered in the past, or may be information based on some kind of learning set. It may also be anonymized or abstracted information about other companies that is held by this system. It may also be information that has been input (allowed to be input) into the generative AI. All of this information can be used as the basis for the FAQs described below.
[0052] <Generative AI> As part of the present invention, a step is included in which generative AI is used to summarize the consultation information from the client and the response information from the legal staff, respectively, to generate summarized consultation information and summarized response information.
[0053] Generative AI is built on natural language processing (NLP) technology and has the ability to represent lengthy information in a compact and comprehensive format. This AI takes consultation information from a client and precisely summarizes its contents. If the consultation information is a sentence such as "I don't understand the legal meaning of a specific clause in the contract," the generative AI can summarize it as "Legal interpretation of the contract clause." If the consultation information is a sentence such as "What is the limit that our company will not compromise on in the liquidated damages clause in a specific outsourcing contract?", the generative AI can summarize it as "Outsourcing contract and liquidated damages clause."
[0054] Similarly, response information from legal personnel can also be summarized by generative AI. For example, if a client's consultation information is a long sentence such as, "I would like to consult about the drafting of a contract. Specifically, I would like to resolve questions such as how to write the terms and conditions to be agreed upon between our company and a specific company A, and how long the contract will last," generative AI can summarize this consultation information into a short sentence such as, "I would like to consult about how to write the terms and conditions for drafting a contract with company A and the required period."
[0055] Furthermore, if the legal officer's response information is detailed, such as, "The terms and conditions will vary depending on the content of negotiations with the other party, but generally, you will be required to clearly state the content of the service, scope of responsibility, contract period, fees, and handling at the end of the contract. The length of the contract will depend on the progress of the negotiations, but it is usually a good idea to aim for around one to three months," the generative AI can summarize this response information in a shorter sentence, such as, "The terms and conditions will depend on the content of negotiations, but the content of the service, etc. will be clearly stated, and the contract period is expected to be one to three months."
[0056] Generally, consultations between a client and a legal professional can involve multiple rounds of communication. This can be particularly lengthy in complex cases, when the client lacks basic knowledge, or when conditions or content change midway through the process. The generative AI of this embodiment can also summarize multiple rounds of communication in such cases.
[0057] In addition, if the generation system AI according to this embodiment determines that it cannot link the consultation information acquired from the client with accurate answer information, for example, when the amount of information acquired from the client is small, it may ask additional questions, etc. This makes it possible for the legal staff to confirm all the information that should be obtained from the client.
[0058] In this way, the summarization process of the present invention involves extracting important information from a specific text (question or answer) and re-expressing it in a concise form, thereby shortening the length of the text without losing any of the original information. Furthermore, if a single sentence contains multiple points or legal items, each point or item may be extracted and reorganized by point or item.
[0059] These summaries can succinctly convey the specific content of the consultation and the core of the answer, allowing other clients with the same or similar legal issues to quickly find answers to similar problems. They also serve as a useful source of information for legal professionals to understand patterns in past consultations and their answers. Generative AI-based summary generation significantly improves the efficiency and usability of legal consultation support systems.
[0060] <Summary Consultation Information and Summary Answer Information> The present invention has a function for storing the summary consultation information and summary answer information generated by the generative AI in association with each other. This makes it possible to efficiently utilize past consultations and their answers and quickly respond to new consultations.
[0061] Specifically, the system of the present invention manages the summary consultation information and summary response information generated by the generative AI as a pair. For example, if a client asks for consultation information about "legal interpretation of contract clauses," and a legal representative responds with "general interpretation of contract clauses and the need for expert opinion," these are stored in the database as a pair of information.
[0062] Summary information managed as a pair in this way becomes a resource for quickly responding to similar legal issues. When a new client inquires about the "legal interpretation of contract clauses," the system can search past summary information and quickly present the corresponding summary answer information. This makes it possible to reuse past consultations and their answers, reducing the burden on legal staff while also enabling quick responses to clients.
[0063] Additionally, for example, if a particular issue occurs frequently within a certain period of time, this may indicate that the legal problem is common or universal. Using this information, legal professionals can plan more efficient responses.
[0064] <Generation of FAQ> The above-described pair of summary consultation information and summary answer information may be displayed so that it can be referenced when a new client makes a similar consultation. For example, if the consultation information submitted by a new client is similar to summary consultation information that has been summarized and stored in the past, it is possible to quickly provide an answer to the new client by referring to the summary answer information associated with the similar summary consultation information.
[0065] That is, automatic generation of legal FAQs may be realized by learning from pairs of inquiries and answers provided in the past and using them to generate answers to new inquiries. In this case, attributes such as scores and departments may be assigned to each FAQ item, and the order and score of the FAQs may be associated with circumstances such as the frequency of past inquiries (frequent inquiries), the relevance of the client (inquiries common in a particular department), and the attributes of the questioner (years of experience, job, etc.). This makes it possible to display FAQs in ways such as "frequently asked questions," "frequently asked questions in Department A," and "questions frequently asked by inexperienced people."
[0066] This feature (1) reduces the need for legal staff to repeatedly answer the same or similar questions, freeing up time for more advanced tasks. At the same time, the automatically generated FAQs allow clients to instantly access the information they need, enabling faster decision-making. (2) Past legal consultations and answer patterns are stored in a database and made available to the entire organization as centralized knowledge, ensuring consistent and accurate legal information even for new members or those from different departments. (3) Because the system continuously learns based on new consultation information and answer information, the content of the FAQs evolves over time, enabling them to address a wider range of detailed issues.
[0067] <Correction Acceptance Function> In the present invention, a step of accepting corrections to the generated summary consultation information and summary answer information may be further provided.
[0068] This correction function takes into account the fact that the summary information automatically generated by the system may not be complete and may omit some nuances or details. For example, if the consultation information submitted by the client contains specific legal terms or industry-specific expressions, it may be difficult for the generative AI to fully grasp their meaning. Similarly, the response information provided by legal staff may require specialized knowledge, making it difficult for the generative AI to properly summarize all of it.
[0069] To solve this problem, the present invention provides a function that allows clients and legal professionals to directly modify the generated summary consultation information and summary answer information. Specifically, it is possible to make modifications to the generated summary information or to add omitted content. For example, if the summary answer information for "General Interpretation of Contract Clauses and the Need for Expert Opinion" omits important details of a specific contract clause, the legal professional can modify it to include those details.
[0070] This correction function increases the flexibility and accuracy of the system, while allowing clients and legal professionals to obtain information that is more suited to their needs. The corrected information is stored in the database and used as additional data for the system to learn and improve. This function allows the legal consultation support system of the present invention to improve its performance over time.
[0071] <List Display Function> In the present invention, a step of displaying a list of summary consultation information and summary answer information is further provided as an option.
[0072] This list display function is designed to enable clients and legal professionals to efficiently browse, search, and utilize the vast amount of summary information stored in the system. This function allows users to quickly find specific summary consultation information and corresponding summary answer information. It also allows users to filter information based on specific subjects or keywords to obtain a list of related consultations and answers.
[0073] Specifically, the system allows users to view multiple summary consultation information and summary response information. This list is usually organized by information such as date, consultation subject, and client name. For example, to find summary consultation information and summary response information related to "real estate contracts," the user can input the keyword into the system. Upon receiving the request, the system will display a list of related summary information, allowing the user to easily find the information they need.
[0074] This list display function is important for clients and legal professionals to quickly search for specific information and obtain the appropriate summary response information. Furthermore, this function is an important tool for understanding the patterns, frequency, and response trends of past consultations, and this information provides valuable insights for legal service providers.
[0075] <Predictive Response> In the present invention, an optional step is provided in which new consultation information newly acquired from a client is analyzed and the summary response information is displayed predictively.
[0076] This optional feature allows the system to instantly analyze new consultation information provided by clients and extract and display relevant past summary responses, allowing clients to instantly receive direct answers to their questions and providing legal staff with reference information to help them respond to new inquiries.
[0077] Specifically, let's say a client submits a new consultation regarding the severance pay provisions in an employment contract. When this new consultation information is entered into the system, the system immediately begins analyzing it. This analysis may involve the use of AI technologies such as natural language processing (NLP) and text analysis. The system extracts key elements and keywords from the new consultation information (in this case, "employment contract," "severance pay," and "provisions") and searches a database for past summary answers containing these elements and keywords. It then extracts the most relevant summary answers and immediately displays them to the client and legal staff.
[0078] This optional function enables quick, real-time responses to new consultation information, providing efficient answers to client inquiries and reducing the workload of legal staff. In addition, if the same or similar inquiries recur, it is possible to refer to past response information and improve or reuse the answers.
[0079] <Function for Hiding Specific Cases> In the present invention, an optional step of associating a non-display flag with the summary consultation information and the summary answer information so that they are not displayed can be further provided.
[0080] This hide flag function allows you to prevent some summary consultation information and summary answer information from being viewed under certain circumstances, such as consultations and answers that contain sensitive information related to personal information protection, trade secrets, or certain legal matters.
[0081] Specifically, each summary consultation information and summary answer information is associated with a "hide flag" that controls the display of the information under certain conditions, such as at the request of a specific client or when a legal representative determines that the information contains sensitive content related to a specific legal matter.
[0082] Summary consultation information or summary answer information for which a hidden flag is set will not be displayed on the list display screen, search results, or other display formats. However, if necessary, a user with specific authority (e.g., a system administrator) can temporarily disable the hidden flag and view the information.
[0083] This hidden flag function allows for the protection of personal information, management of trade secrets, and appropriate control over information display, thereby maintaining the reliability of the system and legal compliance.
[0084] <Implementation Flow> The implementation flow when this system is introduced between a company's on-site staff and legal staff will be explained in detail with reference to Figure 13. First, the on-site staff (hereinafter referred to as the client) accesses the legal consultation support system and inputs legal consultation information. This consultation information includes specific legal issues, related laws and regulations, necessary information, etc.
[0085] The consultation information provided by the client is stored in the system's database. Here, the consultation information is not only stored in its original form, but also summarized by the generative AI and re-stored as summarized consultation information.
[0086] The legal staff then checks the consultation information submitted by the client and provides an appropriate response. This response information is also saved in the database by the system, and at the same time, it is summarized by the generative AI and stored as summarized response information.
[0087] The system stores summary consultation information and summary response information in association with each other, making it possible to refer to past responses when a similar problem reoccurs.
[0088] As described above, the legal consultation support system according to the embodiment of the present invention allows legal personnel to easily search for consultation cases similar to those they have received, thereby improving the efficiency of consultation case handling. Specifically, legal opinions and interpretations applied to multiple consultations and cases are centrally stored and managed, enabling prompt responses. Specifically, when a new legal consultation occurs, the system extracts the most relevant summary from existing summary information and can immediately recommend it to the client before the legal personnel begin the consultation. Furthermore, if the summary information does not fully address the client's consultation content or if more detailed information is needed, the generation AI conducts additional interviews to generate a more specific and detailed legal opinion. This enables prompt and accurate responses to client needs while reducing the workload of the legal department. Furthermore, the system learns the content of legal consultations and the response patterns of legal personnel, enabling it to generate high-quality legal advice based on past cases. As a result, clients can receive prompt and appropriate legal support regardless of the type or complexity of the case being handled by the legal department, contributing to faster and more accurate decision-making across the company.
[0089] Second Embodiment The second embodiment of the present invention relates to a legal consultation support system for enabling a specific client to obtain an appropriate template. The main purpose of this system is to provide an appropriate template requested by the client.
[0090] Clients require various types of templates in the course of carrying out their work. However, they often have trouble knowing where the latest templates are stored and end up using outdated templates they have on hand. This can result in problems if the outdated templates do not comply with the latest laws and regulations or internal regulations. Furthermore, in order for clients to select the appropriate template, they need to understand the specific situations in which that template can be applied. If this is difficult, the legal department must communicate with them to provide the appropriate template (to identify which template is required), which can lead to additional complexity in the process.
[0091] The premise of this system is that the latest templates are managed in a database, and these templates are provided based on the requester's request and template selection. The requester can obtain the appropriate latest template by directly selecting a template or by making a request in natural language. The template has a function that automatically inputs specific information such as the client name and date.
[0092] Specifically, when the latest template is selected on the system, it is automatically provided via email, chat, a designated form, or an application, ensuring that the requester is using the latest template (latest template provision function).
[0093] On the other hand, if the client is unable to select a template or lacks the knowledge to select an appropriate template, they can use natural language to ask questions about the type of contract they want to conclude or the information they need. Based on these questions, the generative AI will then perform an analysis (and in some cases, conduct additional interviews) to recommend the most appropriate template or, if necessary, provide the template directly. This allows the client to easily find the appropriate template and avoids the need for cumbersome communication with the legal department just to identify the template.
[0094] As mentioned above, this system also has the ability to extract more detailed information by having the generative AI ask questions again when the client's question or request is unclear. This allows for the provision of more accurate templates and sharing of cases with the legal department as necessary.
[0095] Furthermore, if there is no current template, if the content of the existing template is not appropriate for the current situation, or if a new situation arises, the legal department may handle the case directly. This strengthens cooperation between the client and the legal department, and simultaneously achieves the client's business efficiency and legal risk management.
[0096] The system according to this embodiment may have the following functions, for example. Specifically, the system stores all versions of contracts, from the initial draft to the final version, in a legal consultation database. Each version is linked to and stored with data such as comments from business partners and within the company, revision history, and so on. This data may be used to create new contract templates or propose revisions to existing templates. The system may also generate optimal contract templates or recommend revisions based on the business partner and transaction circumstances. Furthermore, when creating or revising such contracts, the system may consider factors such as legal compliance, the company's risk hedging, and the business partner's acceptability, and organize and evaluate the contracts from these perspectives. Furthermore, contract templates should be updated from time to time in response to changes in the content of the transaction or laws and regulations, but doing this manually is time-consuming. The system supports this through automatic creation and recommendations, significantly improving business efficiency.
[0097] The legal consultation support system described above is a system for efficiently processing consultations and inquiries regarding legal matters such as patent law, commercial law, and labor law, but by applying it to other fields, it will be possible to respond more efficiently and sophisticatedly to a variety of information services.
[0098] The "template" of the present invention also includes a template in a broad sense that uniformly defines business activities, such as common revisions, common consultations, common points of contention, and common check items, based on examples of past contract amendments and interactions with legal personnel.
[0099] Third Embodiment A second embodiment of the present invention will now be described with reference to the drawings.
[0100] <Overview> The present invention relates to a legal consultation support system that can visualize rights and business flows based on the contents of a contract. In particular, the system uses natural language processing to analyze the contents of a contract and presents the results in a graphical format that is easily understandable to the user. For legal personnel, it is important to visualize rights and other information in order to clearly recognize the rights and risks involved in a transaction. However, the central focus of the present invention is to facilitate the understanding of transaction relationships and the formation of a common understanding among parties in other departments who are not legal specialists. Because the visualization facilitates the formation of a common understanding, it contributes to smooth discussions between on-site personnel and legal personnel. Furthermore, such visualization can be used, for example, to form a common understanding with a business partner.
[0101] The illustration of rights and other information according to this embodiment is useful in all situations involving contracts. This includes the creation and review of contracts, the conclusion of contracts, and confirmation of concluded contracts. Furthermore, it is desirable that the illustration of rights not only represents the contract itself, but also represents background information not contained in the contract text. For this reason, comments such as those in email texts are utilized. In addition, if information is insufficient, the generation AI may conduct interviews to gather additional information. Through these elements, the present invention helps to build a comprehensive understanding and common understanding of each transaction, enabling more efficient and effective transactions.
[0102] As shown in Figure 14, the legal consultation support system 1 (hereinafter sometimes simply referred to as the "system") according to the present invention comprises a user terminal 10 (hereinafter sometimes referred to as the "site" or "site staff") and a legal consultation support server 100.
[0103] 15, the present invention includes the following steps: The steps are merely examples, and similar steps or alternative steps can be employed alone or in combination as appropriate.
[0104] <Step 1: Acquisition of contract information> First, the system acquires contract information. This can be done by reading out a contract in electronic document format stored in an external storage device of the system or by having the user upload it. It may also be done by scanning a handwritten or printed contract and converting it into data. The acquired contract information is used as input data for analysis in the next step.
[0105] The function of step 1 in this invention is not limited to a single contract, but can also comprehensively handle multiple contracts or contracts for different projects. For example, when a trading company purchases products from a manufacturer and sells them to a retailer, each transaction is often governed by a separate contract. However, from the perspective of business operations, these should be treated as a single commercial flow, and this invention can meet such needs. Therefore, the information acquisition in step 1 can handle not only a single contract, but also multiple contracts or contracts between different projects as a single piece of information, and can illustrate the overall rights and commercial flow of these contracts.
[0106] Contracts can be of many different types, such as employment contracts, sales contracts, leases, NDAs (non-disclosure agreements), partnership agreements, etc. Contracts can also be in a variety of formats, including electronic documents in PDF, Word, JPEG, etc. Handwritten or printed contracts can also be digitized and obtained by scanning or photographing them.
[0107] The user terminal 10 may be, for example, a personal computer, a mobile device (such as a smartphone or tablet), or a workstation. On the user terminal, the user provides contract information to the system. The user may provide the information by directly entering the text, uploading the contract in electronic document format, or sending an image of the digitized contract.
[0108] The provided contract information is sent to a legal consultation support server via the Internet or other network. This server may be a cloud-based server or a dedicated physical server. The server software may be open source (e.g., Apache, Nginx, etc.) or commercial (e.g., Microsoft IIS, etc.).
[0109] The server stores the received contract information and moves on to the next step, which is contract content analysis. This process can be done in real time or at regular intervals as a batch process.
[0110] <Step 2: Contract Content Analysis> Next, the system analyzes the contract content using natural language processing technology. In this step, a machine learning algorithm extracts important information from the contract text, such as rights, obligations, and distribution channels, and then categorizes and links this information. As a result, the contract content is structurally understood.
[0111] This step primarily utilizes natural language processing (NLP) and machine learning (ML) technologies. The information analyzed includes various clauses contained in the contract, such as the rights and obligations between the parties, the contract duration, termination conditions, penalties for breach, and compensation (amount, method, timing, etc.).
[0112] NLP technology is used to convert the contract text into a format that machines can understand. This conversion may involve processes such as morphological analysis, syntactic analysis, and semantic analysis. Particularly important keywords and phrases are also extracted in this step. ML technology is then used to understand rights and commercial flows from this information. The ML models used may be of various types, including supervised learning, unsupervised learning, and reinforcement learning. Specific models include decision trees, random forests, neural networks, SVMs, and K-nearest neighbors.
[0113] Step 2 is expected to be implemented primarily using a legal consultation support server. This is because natural language processing and machine learning analyses require a large amount of computing power and are typically processed on the server side. This server can be a high-performance physical server equipped with a GPU or a virtual server on the cloud. Furthermore, libraries can be used as analytical tools. However, some processing may be performed on the user's device. For example, initial preprocessing steps (e.g., text cleaning and noise removal) and the execution of some lightweight ML models can be performed on the user's device.
[0114] <Step 3: Identifying Information that Needs to be Visualized> In this step, based on the results of the analysis described above, the system identifies which information should be visualized for the user. This is done based on the importance of the information based on the user's request or specific rules, or the evaluation results of a machine learning model. Specifically, the following information may be identified:
[0115] [Rights and Obligations] A flowchart or matrix showing the rights and obligations of each party is generated. This allows users to understand at a glance what role each party plays in the contract and what they should and should not do. [Commercial Flow] A flowchart showing the flow of goods or services is generated. This allows users to understand the overall picture of the transaction and visually understand the process through which final value is provided to the consumer. [Financial Flow] A flowchart showing the direction and timing of payment is generated. This allows users to clearly understand the financial impact of the contract. [Contract Duration and Important Dates] A timeline showing the contract's effective period, termination conditions, renewal conditions, etc. is generated. This allows users to efficiently manage the contract's duration. [Confidentiality Obligations] A flowchart or table is generated showing the scope of confidential information included in the contract, the confidentiality period, penalties for breach of confidentiality, etc. This allows users to clearly understand the precautions and risks involved when handling confidential information. [Intellectual Property Rights] A flowchart or table showing the handling of intellectual property rights such as patents, trademarks, and copyrights is generated. This allows users to visually understand the contents of clauses regarding the licensing, transfer, and infringement of intellectual property rights. [Dispute Resolution Procedures] A flowchart showing the resolution procedures for disputes is generated. This allows users to visually understand processes such as mediation, arbitration, and litigation, and to confirm guidelines for action when a dispute arises. [Multi-Party Relationships] A network diagram showing the relationships between three or more parties in a contract is generated. This allows users to visually grasp the complex relationships between multiple parties and the position of each party. For example, in joint development agreements or collaboration agreements, it is important to clearly understand the roles, responsibilities, and burdens of each party. [Business Flow of Sub-Contracts and Chain Contracts] A flowchart is generated showing the contractual relationships and business flow when sub-contracts (individual contracts) are concluded based on a main contract (basic contract), or when multiple contracts are concluded in a chain. This allows users to visually understand the chain structure of contracts and the overall picture of the business flow. [Working Conditions] Flowcharts and tables are generated showing conditions in labor contracts, such as working hours, holidays, wages, overtime, and occupational safety and health.This allows users to understand working conditions at a glance and confirm compliance with labor laws. [Business Terms] If transaction amounts and payment terms (such as performance-based compensation, revenue sharing, or other special calculation methods) are specified, identifying and properly visualizing this information allows all parties involved in the contract to clearly understand the financial terms of the transaction. [Procedural Terms] The procedures and steps required to perform specific tasks (e.g., creating minutes or holding meetings at a specific location) may be detailed. Identifying and illustrating these requirements allows for a clear understanding of the work procedures and their appropriate execution. [Measures in the Event of Violation] Identifying and visualizing penalties for breaching the contract (such as penalties, damages, or injunctions) allows parties to understand the risk of violation and take preventative measures.
[0116] A legal consultation support server is primarily used to achieve Step 3. The AI engine running on the server identifies the various pieces of information mentioned above based on the contents of the contract analyzed in Step 2 and converts them into a visual format. Various visualization tools may be used for this conversion.
[0117] On the other hand, an interface for displaying the generated visualized information is provided on the user terminal. This interface may be based on a web browser or may be a dedicated application. Through this interface, the user can understand the visualized contract contents and perform further operations (for example, displaying details of specific items, comparing specific items, etc.).
[0118] <Step 4: Visualization of Information> Finally, the identified information is visualized in a format that is easy for users to understand. Visualization techniques such as graphs, charts, maps, and flow charts are used to display the respective rights, obligations, and distribution flows in an intuitive manner. Specifically, the following visualization methods can be used:
[0119] [Flowchart] Illustrates rights and business flows in chronological order and causal relationships. For example, it is useful for showing dispute resolution procedures or the chain relationships between multiple contracts. [Network diagram] Clearly shows the relationships between multiple parties. It is possible to visually understand the rights, obligations, and roles of each party. [Tabular format] Organizes and displays contract contents by item. For example, it is useful for clearly indicating the detailed contents of a confidentiality agreement or working conditions. [Timeline] Shows the progress of contract terms in chronological order. For example, it is useful for visualizing project schedules, lease contract periods, etc.
[0120] The visualization methods described above are appropriately selected depending on the user's requirements and the contents of the contract, and multiple methods may be combined as necessary.
[0121] The method of realizing this on the user terminal and the legal consultation support server is that the legal consultation support server processes the data for visualization and sends the results to the user terminal. Specifically, the legal consultation support server selects an appropriate visualization method based on the information obtained in steps 2 and 3 and processes the data accordingly. This processing may be software written in a programming language. It may also be possible to use a visualization library. The visualized data generated in this way may be in image file format or vector data format. This data is sent to the user terminal via network communication. On the user terminal, the visualized data is displayed to the user via a browser or a dedicated application.
[0122] As described above, the legal consultation support system of the present invention analyzes the natural language of a contract and illustrates the results, thereby helping to understand the contents of the contract and making it possible to provide legal consultation more efficiently and effectively.
[0123] <Example> The implementation flow when this system is introduced into the terminals of on-site personnel in a company will be described in detail.
[0124] On-site personnel input contract information by sending scanned image files of physical contracts or digital text files to the legal consultation support server via their own devices.
[0125] The contract information is then analyzed by the legal consultation support server, which uses natural language processing technology to identify important keywords, phrases, and clauses in the contract.
[0126] The on-site staff member requests visualization of specific information from the legal consultation support server via their own terminal by specifying the contract details they wish to understand, such as rights, distribution channels, and contract terms.
[0127] The specified contract details are visualized in an appropriate format on the legal consultation support server, such as a flowchart, network diagram, table format, or timeline, in a way that is easy for on-site personnel to understand.
[0128] Finally, the generated visualization data is sent to the terminal of the on-site worker and displayed, allowing the on-site worker to gain a deeper and more intuitive understanding of the contract contents.
[0129] This process allows on-site personnel to visualize and deepen their understanding of the contract contents on their own devices, which is expected to help them understand the contract contents, ensure compliance with the contract, and reduce risks in corporate activities.
[0130] <Application to Other Fields> The system of the present invention can be widely applied to other fields by leveraging its technical features. In particular, its ability to perform the processing required for analyzing document information and visualizing its content can be utilized to promote information understanding in many fields. For example, this system is useful for documents that require specialized knowledge, such as those in medicine, science, technology, and economics. By analyzing the content of such documents and visualizing specific information, it is possible to make specialized content easier for the general public and beginners to understand. The system of the present invention can be widely applied to deepen information understanding in many fields and promote knowledge sharing by leveraging its natural language processing capabilities and information visualization capabilities.
[0131] <Modification> This system is a technology that illustrates rights and business flows based on the contents of a contract, but it can also be applied to illustrating the exchange of conversations between on-site personnel and legal personnel.
[0132] In this case, step 1 involves capturing conversations between field and legal personnel, either in real time using voice recognition technology or from pre-recorded audio or transcribed conversation logs, and then converting the captured information into text for further analysis.
[0133] In step 2, the content of the conversation is analyzed. In this step, natural language processing techniques are used to extract important information from the acquired text data, including the topic, roles of participants, information flow, points of disagreement, and points of agreement.
[0134] In step 3, the user specifies the information they want to visualize. In this step, the user tells the system what type of information they want to visualize. This can include specific contextual diagrams of the conversation that the user wants to understand, such as the progression of topics, the amount of input each person had, and points of disagreement and agreement.
[0135] In step 4, the specified information is visualized. Depending on the type of information, the most appropriate visualization method is selected, such as a flowchart, bar graph, heat map, or network diagram.
[0136] <Fourth Embodiment> A fourth embodiment of the present invention will be described below with reference to the drawings. <Overview> As shown in FIG. 16 , a legal consultation system (hereinafter referred to as the "system") according to an embodiment of the present invention includes a legal consultation server, a legal affairs officer terminal (the primary legal affairs officer terminal and the secondary legal affairs officer terminal are collectively referred to as the "legal affairs officer terminals"), and a site-related terminal. In this embodiment, a client may be anyone in any department within a company who may make a request. For example, this is not limited to a case where a development department requests the legal department to review a contract when concluding an outsourcing contract. For example, a marketing department may request advice on the Act against Unjustifiable Premiums and Misleading Representations, or all employees may make labor-related requests to the human resources department.
[0137] This invention aims to solve the problem of assigning legal counselors in legal consultation systems. Specifically, it provides technology that automatically assigns the most suitable legal counselor based on past consultation trends. In current legal consultation services, it takes time to find and assign a legal counselor suited to the content of the consultation. Reducing this time will significantly improve the efficiency of the entire legal consultation process and enable faster problem resolution.
[0138] The components of the present invention will be specifically described below with reference to FIG.
[0139] <Step 1> In this invention, the system takes into consideration factors such as the difficulty of each request, the legal staff's ability score, the deadline for the request, and the legal staff's current caseload. Assignment is made based on the combination and balance of these factors. In other words, if the request is highly difficult or the deadline is short, it may be assigned to a legal staff with a higher ability score or fewer current cases. The system stores past consultation history, including these details. This consultation history includes various factors such as the subject of the consultation, the time required, the steps to resolution, and the legal staff's area of expertise. This makes it possible to analyze past cases and understand trends.
[0140] As a side effect, this process automatically assigns a case difficulty label to each legal staff member for each request, and calculates each legal staff member's performance score. Therefore, this data serves as the basis for automatically labeling case difficulty, and can also be used as the basis for personnel evaluations of legal staff members. This has the potential to not only improve the efficiency of legal work, but also the fairness and transparency of personnel evaluations.
[0141] In the following, we will explain this step by taking as an example the case where a history of past consultations between a field staff member and a legal staff member is stored. Specifically, this consultation history includes various elements such as an outline of the consultation, the legal staff member's field of expertise, the time required for the consultation, the number of steps required to reach a resolution, and the resulting legal advice.
[0142] Furthermore, the consultation history may include not only the specific content but also the legal staff's skill set, experience, and ability to handle consultations. For example, this may include knowledge of specific laws and regulations, understanding of specific industries or sectors, and approaches to resolving legal issues. Indicators reflecting the quality of the consultation, such as client satisfaction, feedback, and the speed at which the consultation was resolved, may also be recorded.
[0143] This system is configured to include a legal officer terminal and a legal consultation server. As a result, all consultations between the on-site staff and the legal officer are recorded via the legal officer terminal and stored in the legal consultation server. Specifically, the legal officer terminal may be an electronic device used by each legal officer, including a PC, tablet, smartphone, etc. Through this terminal, the legal officer records the consultation process in real time, and the information is stored on the server. The recording format may be text-based, or may be audio or video recording.
[0144] The legal consultation server is a computer server that centralizes the recorded consultation data. This server may be cloud-based, and in that case, appropriate security measures may be implemented. The server structures the consultation data and organizes it in a searchable format. This database serves as a source of information for analysis by machine learning algorithms.
[0145] <Step 2> In this step, the system accepts a request from the field staff. This request includes necessary information such as the subject of the consultation, the specific problem currently being faced, the expected solution, and the time limit for the solution.
[0146] The request may also provide information about the complexity and urgency of the consultation, the skill set and experience of the field personnel, and legal knowledge. Additionally, the request may include information about previous attempts to resolve the problem and why those attempts were inadequate.
[0147] Field personnel create and submit solicitation requests through a dedicated user interface, which may be web-based or a dedicated application, and may be created by text entry, voice input, or using appropriate templates and forms.
[0148] The legal consultation server collects and stores the information needed to analyze the received request. The server can store the request in its original format, or it can structure it as needed, to make the analysis easier in later steps.
[0149] <Step 3> In this step, the system performs a detailed analysis of the content of the request received. This analysis forms the basis for understanding the information contained in the request and identifying the most suitable legal representative.
[0150] Specifically, the analysis is performed on each element of the request, such as the subject matter, the complexity of the problem, the expected solution, the deadline, etc. It also takes into account any additional information the request may contain, such as the experience and skill set of the field personnel, previous attempts to solve the problem, and the reasons for their inadequacy.
[0151] The analysis may be partially or fully automated, utilizing techniques such as natural language processing (NLP), text mining, and machine learning, and the results of the analysis provide information to better understand the request and help identify the most suitable legal representative.
[0152] Specifically, the legal consultation server is equipped with the functionality to perform the analysis described above. The server may have advanced computing power and a large amount of storage capacity. The analysis of the legal consultation request may also be performed using machine learning models or algorithms. In this case, the server selects an appropriate model or algorithm and uses the request information as input.
[0153] The legal representative's terminal may display the contents of the request and allow the legal representative to manually complete or confirm the analysis. Specifically, the terminal may have the ability to visualize the analysis results and highlight relevant information.
[0154] Step 4: Finally, the system identifies the most suitable legal representative based on the analysis results by matching the request with past consultation history, taking into account factors such as area of expertise, past success rate, and time to resolution.
[0155] Specifically, in this step, the system identifies the most suitable legal professional based on the analysis of the content of the request, who is best equipped to resolve the problem described in the request.
[0156] The basis for identification can be considered, such as the case category, type of contract, position, template attribution, language used, type of legal consultation, department making the request, number of pages in the contract, desired delivery date, and the current number of cases handled by the member. Each of these pieces of information is a factor that influences the suitability of a legal officer, and by considering all of them together, it is possible to identify the most suitable legal officer.
[0157] This system is configured to include a legal officer terminal and a legal consultation server, making it possible to efficiently identify the most suitable legal officer based on the results of analyzing the request.
[0158] Specifically, the legal consultation server identifies legal personnel using an algorithm that takes into account certain criteria, such as those described above, which may base its selection on information such as each legal personnel's skill set, experience, expertise, current workload, and past performance.
[0159] The legal officer device then notifies the identified legal officer, which may take the form of an email, an in-app notification, etc. Additionally, the device may display details of the request to the identified legal officer and prompt them to take any necessary action.
[0160] Additionally, the legal representative terminal may have the capability to verify the availability of a particular legal representative, thereby ensuring that the assigned legal representative is available to immediately respond to a request.
[0161] In this embodiment, legal personnel assignment may involve learning the past performance of each legal personnel and the characteristics of each request, and predicting the most appropriate legal personnel for each new request. This method may use supervised learning algorithms such as decision trees, random forests, or support vector machines.
[0162] It is also possible to use a method to determine who has best handled similar requests based on past legal requests and their response history. This is a technique typically used in recommendation systems, but it can also be applied to this system.
[0163] Additionally, natural language processing (NLP) and semantic analysis may be performed to extract keywords and phrases from the text of the request to identify the most suitable legal representative. This method may use vectorization techniques such as TF-IDF and word2vec, as well as semantic analysis techniques such as topic modeling.
[0164] The assignment may be based on operations research (OR) and optimization concepts, for example, to determine the legal staff allocation that optimizes overall efficiency, taking into account multiple constraints (e.g., legal staff skills, expertise, current workload, etc.). This method may use optimization techniques such as linear programming or integer programming.
[0165] By combining the various methods described above, the system is able to identify legal personnel more precisely and effectively, thereby improving overall efficiency.
[0166] As described above, this system analyzes the content of the request, takes various factors into consideration, identifies the most suitable legal representative, and notifies that person, thereby improving the efficiency of legal consultations.
[0167] <Modification 1: Assignment of Multiple Legal Staff> This system can also be applied to cases where multiple legal staff work together to handle a consultation. In this case, the system can have the following components:
[0168] <Step 1> In this step, the system stores the consultation history between multiple legal staff and on-site staff, allowing the system to grasp the expertise of each legal staff member and their performance in previous cases.
[0169] <Step 2> The request is received from the on-site staff and registered in the system. The request may include detailed information about the consultation, the expected solution, the desired delivery date, etc.
[0170] <Step 3> Analyze the content of the request and identify the required skill set. The system analyzes the content of the request and identifies the skill set required to solve the problem. This is achieved, for example, by using natural language processing (NLP) techniques to extract important keywords and phrases from the text.
[0171] <Step 4> In this step, multiple legal staff members are identified based on the skill sets identified in Step 3. In this process, multiple legal staff members are selected to complement each other's required skill sets, allowing each legal staff member to contribute in their own area of expertise and achieving efficient teamwork.
[0172] <Step 5> The system notifies the identified legal personnel of the details of the request and clarifies the areas of responsibility of each. With the above components, this system can be used even when multiple legal personnel handle consultations jointly.
[0173] <Variation 2: Changing the assignment from a primary legal representative to a secondary legal representative> The system may change the assignment of a single consultation from a primary legal representative to a secondary legal representative. In this case, the system may have the following components.
[0174] <Step 1> Storing the consultation history between the on-site staff and the primary and secondary legal staff In this step, the system stores the consultation history between the on-site staff and the primary and secondary legal staff. This data is used to assign the most appropriate legal staff.
[0175] Step 2: The request is accepted from the field representative and assigned by the system to the first suitable legal primary.
[0176] Step 3: The system periodically analyzes the progress and content of the request to understand the progress of the first legal representative. This analysis may include the progress of the request, the degree of completion, and feedback from the first legal representative.
[0177] Step 4: If the primary contact is deemed unavailable, or if new expertise is required as the case progresses, the system determines that a secondary contact is needed. This determination may be based on feedback from the primary contact or automated analysis by the system.
[0178] <Step 5> Based on the determination made in Step 4, a secondary legal contact is identified and the request is assigned. This process takes into account each legal contact's expertise, experience, and past history. Thanks to these components, the system can efficiently transfer the primary legal contact to a secondary legal contact if necessary.
[0179] <Modification 3: Assignment of an Outside Expert, a Person in Another Business Division, etc.> The present system may change the person in charge of the consultation (request for advice) to an outside expert, a person in another business division, etc. In this case, the present system may have the following components.
[0180] <Step 1> Consultation histories between on-site staff and legal staff, as well as previous consultation histories with external experts and staff from other business divisions, are stored. Consultation histories with external experts may include information such as the results of consultations with legal counsel, external consultants, specialized institutions and organizations, evaluations of the consultations, and costs incurred for the consultations. Consultation histories with staff from other business divisions may include the type of consultation, the results of the consultation, the response time and content of each staff member, and other related information.
[0181] <Step 2> Accept a request from a field staff member. This request may be sent not only to the primary legal staff member, but also to a corporate lawyer or other expert, or to a person in charge of another business department, etc., as necessary.
[0182] <Step 3> Analyze the content of the request. This analysis is conducted to determine whether the request can be resolved by in-house legal staff, or whether it requires the knowledge and skills of an outside expert or whether it requires the involvement of another department.
[0183] <Step 4> Identify legal personnel based on the results of the analysis. In this step, outside experts or personnel from other business departments may also be considered as options, if necessary.
[0184] Step 5: Notify some or all of your designated legal personnel, outside experts, and / or other business personnel of the request. In this step, the request and its details are distributed to the relevant personnel.
[0185] These adjustments will give the system the ability to address a broader range of complex legal issues by drawing on the knowledge and skills of external experts and the knowledge and experience of other business personnel.
[0186] <Modification 4: Determination of Independent Handling by Client> The present system may provide information to the effect that a client may handle a consultation case on their own, without the assistance of a legal representative (i.e., without assigning a legal representative). In this case, the present system may have the following components:
[0187] Step 1: Record the consultation history between the field staff and legal staff, including information about previous cases that the client was able to resolve on their own.
[0188] <Step 2> A request is received from a field worker. The requester describes the details of the request, and based on that description, the system evaluates the level of expertise required to resolve the request.
[0189] Step 3: Analyze the request to determine whether it requires legal intervention or is something the client can resolve on their own.
[0190] <Step 4> Based on the results of the analysis, a legal representative is assigned or information is issued to the client to resolve the case themselves. This step is performed based on the content of the request, past solutions to similar cases, the client's capabilities and knowledge, etc. If the client is asked to resolve the case themselves, the step may provide, for example, past cases dealing with similar legal issues or situations, general procedures or flowcharts for dealing with legal requests, available internal and external human resources, relevant laws and regulations, and advice regarding the risks and feasibility of self-resolution.
[0191] Step 5: Notify the assigned legal advisor or the client of the decision to refer the matter to the client for resolution. In this step, the request, its details, and the appropriate action (assignment of a legal advisor or recommendation for self-resolution) are sent to the relevant person.
[0192] In this way, the system can make the most of the capabilities and knowledge of potential clients and optimally allocate the time and resources of legal staff. <Other Variations> The present system can also be used when the content of a consultation changes. For example, the content of a request submitted by a field staff member may change as the consultation progresses. In such a case, the system may analyze the newly changed content of the consultation and assign a new legal staff member as necessary.
[0193] This system can also be used for urgent requests. Generally, not all requests have the same priority. Therefore, when a highly urgent request exists, the system may determine its urgency and assign a legal representative who can handle it as a priority.
[0194] REFERENCE SIGNS LIST 1 Management server 2 User terminal 3 Network 10 Legal affairs officer terminal 20 Client terminal 100 Legal consultation support server
Claims
1. A legal consultation support system comprising a legal officer terminal, a client terminal, and a legal consultation support server providing a legal consultation support service, wherein the legal consultation support server: accepts a legal consultation from the client terminal, and shares the legal consultation to the legal officer terminal in a displayable manner; accepts an assignment operation from the legal officer terminal to associate a legal officer terminal with the legal consultation, enabling the one legal officer terminal and the client terminal to communicate via the legal consultation support service; associates status information according to progress of the communication with the legal consultation; updates the status information according to the progress; and shares the updated status information in a displayable manner on the at least one legal officer terminal. In the legal consultation support system, the legal consultation support server further comprises a database for storing consultation information acquired from the client terminal and answer information given by the legal officer terminal to the consultation information, and a step of summarizing the consultation information and answer information using a generative AI, respectively, to generate summarized consultation information and summarized answer information. The legal consultation support system further comprises a step of storing the summary consultation information and the summary answer information in association with each other.
2. The legal consultation support system according to claim 1, further comprising a step of accepting corrections to the generated summary consultation information and summary answer information.
3. The legal consultation support system according to claim 1, further comprising a step of displaying a list of summary consultation information and summary answer information.
4. The legal consultation support system according to any one of claims 1 to 3, further comprising: analyzing new consultation information newly acquired from a client; and displaying said summary response information.
5. The legal consultation support system according to claim 4, further comprising a step of associating a non-display flag with the summary consultation information and the summary answer information so that they are not displayed.
6. A legal consultation support system comprising a legal officer terminal, a client terminal, and a legal consultation support server providing a legal consultation support service, wherein the legal consultation support server: accepts a legal consultation from the client terminal, and shares the legal consultation on the legal officer terminal in a displayable manner; accepts an assignment operation from the legal officer terminal to associate a legal officer terminal with the legal consultation, enabling the one legal officer terminal and the client terminal to communicate via the legal consultation support service; associates status information according to progress of the communication with the legal consultation; updating the status information in accordance with the progress, and sharing the updated status information in a displayable manner to at least one of the legal officer terminals. A legal consultation support system comprising: a step of acquiring contract information from the client terminal or the legal officer terminal; a step of providing the contents of the contract to a generative AI; a step of having the generative AI identify information that needs to be visualized on the client terminal or the legal officer terminal; and a step of visualizing the information.
7. The legal consultation support system according to claim 6, further comprising a step of identifying information required for said visualization in accordance with attributes of said client terminal or said legal affairs officer terminal.
8. A legal consultation support system comprising a legal officer terminal, a client terminal, and a legal consultation support server providing a legal consultation support service, wherein the legal consultation support server: accepts a legal consultation from the client terminal, and shares the legal consultation to the legal officer terminal in a displayable manner; accepts an assignment operation from the legal officer terminal to associate a legal officer terminal with the legal consultation, enabling the one legal officer terminal and the client terminal to communicate via the legal consultation support service; associates status information according to progress of the communication with the legal consultation; updating the status information in accordance with the progress, and sharing the updated status information in a displayable manner on at least one of the legal officer terminals. A legal consultation support system comprising: a step of storing a consultation history between the client terminal and the legal officer terminal; a step of accepting a request from the client terminal; a step of analyzing the contents of the request; and a step of identifying the legal officer based on a result of the analysis.
Citation Information
Patent Citations
Question answering system
JP1993101106A
Document preparation program and information processing device
JP2020013524A
Inferring titles and sections in documents
JP2020173784A