Ai-centric document editing platform
The AI-centric document editing platform addresses the inefficiencies of current systems by integrating generative AI models for unified document editing and drafting, enhancing collaboration and efficiency.
Patent Information
- Authority / Receiving Office
- WO · WO
- Patent Type
- Applications
- Filing Date
- 2025-12-31
- Publication Date
- 2026-07-09
AI Technical Summary
Current document editing systems require users to switch between multiple platforms for content generation and formatting, lack integrated editing capabilities, and do not effectively leverage generative AI for drafting workflows, leading to inefficiencies and limited collaboration.
An AI-centric document editing platform that integrates generative AI models with document creation and editing workflows through modular reasoning objects, inference orchestration, and context-aware content generation, providing a unified interface for drafting, editing, and collaboration.
Enables seamless document editing with AI-assisted drafting, preserves context across different platforms, supports collaboration, and enhances document creation efficiency by integrating AI capabilities into traditional word processing.
Smart Images

Figure US2025061843_09072026_PF_FP_ABST
Abstract
Description
PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 TitleAI-CENTRIC DOCUMENT EDITING PLATFORMRelated Applications
[0001] This application claims the benefit under 35 U.S.C. § 119(e) of U.S. Provisional Application No.63 / 740,512 filed on December 31 , 2024, which is hereby incorporated by reference herein in its entirety.
[0002] Related to U.S. Provisional Application No. 63 / 808,204 filed on May 19, 2025 and U.S Provisional Application No. 63 / 950,299 filed December 29, 2025.
[0003] It is intended that the above-referenced application may be applicable to the concepts and embodiments disclosed herein, even if such concepts and embodiments are disclosed in the referenced applications with different limitations and configurations and described using different examples and terminology.Technical Field of Disclosure
[0004] The present disclosure relates generally to artificial intelligence-assisted document editing systems and methods. More particularly, the disclosure relates to an Al-centric document editing platform that integrates generative artificial intelligence models with document creation and editing workflows through modular reasoning objects, inference orchestration, and context-aware content generation.Background
[0005] Document editing systems, also known as word processors, have traditionally relied on manual text input and formatting operations. These systems provide basic text manipulation functions. Users compose content through direct keyboard entry. Formatting is applied through menu selections or toolbar commands.
[0006] Generative artificial intelligence systems have emerged as tools for content creation. These systems accept natural language prompts as input. They generate text based on trained language models. The generated content is typically delivered through conversational interfaces.
[0007] Current document editing workflows that inference generative models require users to switch between multiple platforms. Inference based content generation occurs in one environment. Document drafting and formatting occurs in a separate environment. Users manually transfer content between these environments through copy-paste operations.
[0008] Conversational Al platforms provide limited document editing capabilities. These platforms are optimized for dialogue-based interactions. They lack integrated document editing or word processing capabilities. They lack version control mechanisms. They lack collaborative editing features. Users must export conversations to external word processors for final document preparation.
[0009] Specialized document editors exist for particular document ty pes. Contract editing tools provide features specific to legal agreements. Patent drafting tools provide features specific to patent applications. Each specialized tool operates as a standalone application. Users must learn separate interfaces for different document types.
[0010] Existing word processing applications have not integrated generative Al capabilities effectively. These applications maintain traditional input paradigms. They do not provide Al-assisted drafting workflows.Brief Description of the Drawings
[0011] The accompanying drawings, which are incorporated in and constitute a part of this disclosure, illustrate various embodiments of the present disclosure The drawings contain representations of various trademarks and copyrights owned by the Applicant. In addition, the drawings may contain other marks owned by third parties andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 arc being used for illustrative purposes only. All rights to various trademarks and copyrights represented herein, except those belonging to their respective owners, are vested in and the property of the Applicant. The Applicant retains and reserves all rights in its trademarks and copyrights included herein, and grants permission to reproduce the material only in connection with reproduction of the granted patent and for no other purpose.
[0012] Furthermore, the drawings may contain text or captions that may explain certain embodiments of the present disclosure. This text is included for illustrative, non-limiting, explanatory purposes of certain embodiments detailed in the present disclosure. In the drawings:
[0013] FIG. 1 illustrates a block diagram of an Al-centric document editing platform architecture according to one example aspect.
[0014] FIG 2 illustrates a user interface showing a document navigation panel, a central editing area, and a drafting assistant sidebar according to one example aspect.
[0015] FIG. 3 illustrates a user interface showing a draft workspace with prompts for document creation according to one example aspect.
[0016] FIG. 4 illustrates a user interface showing a drafting interface with text generation in progress according to one example aspect.
[0017] FIG. 5 illustrates a user interface showing a prompt selection interface with context and creativity controls according to one example aspect
[0018] FIG. 6 illustrates a user interface showing an instructions library interface with available instruction groups according to one example aspect.
[0019] FIG. 7 illustrates a user interface showing a document editing workspace with suggested revisions and editing controls according to one example aspect.
[0020] FIG. 8 illustrates a user interface showing a patent response document alongside an office action response assistant interface according to one example aspect.
[0021] FIG 9 illustrates a user interface showing a prompt library with categorized prompt entries according to one example aspect.
[0022] FIG. 10 illustrates a user interface showing an input materials interface for document uploading and processing according to one example aspect.
[0023] FIG. 11 illustrates a user interface showing drafting rules configuration options according to one example aspect.
[0024] FIG. 12 illustrates a user interface showing a rules library interface with available rule collections according to one example aspect
[0025] FIG. 13 illustrates a user interface showing drawing annotations and label management tools according to one example aspect.
[0026] FIG. 14 illustrates a user interface showing a validation summary panel with warnings and informational messages according to one example aspect.
[0027] FIG. 15 illustrates a dialog box showing figure and label source selection options according to one example aspect.
[0028] FIG 16 illustrates a user interface showing draft settings configuration with engine selection options according to one example aspect.
[0029] FIG. 17 illustrates a user interface showing a prompt builder with sample specification upload capabilities according to one example aspect.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0030] FIG. 18 illustrates a user interface showing generated prompts for transducer system documentation according to one example aspect.
[0031] FIG 19 illustrates a dialog box showing prompt settings with template and creativity controls according to one example aspect.Detailed Description
[0032] As a preliminary' matter, it will readily be understood by one having ordinary skill in the relevant art that the present disclosure has broad utility and application. As should be understood, any embodiment may incorporate only one or a plurality of the above-disclosed aspects of the disclosure and may further incorporate only one or a plurality of the above-disclosed features. Furthermore, any embodiment discussed and identified as being "preferred" is considered to be part of a best mode contemplated for carrying out the embodiments of the present disclosure. Other embodiments also may be discussed for additional illustrative purposes in providing a full and enabling disclosure. Moreover, many embodiments, such as adaptations, variations, modifications, and equivalent arrangements, will be implicitly disclosed by the embodiments described herein and fall within the scope of the present disclosure.
[0033] Accordingly, while embodiments are described herein in detail in relation to one or more embodiments, it is to be understood that this disclosure is illustrative and exemplary of the present disclosure and are made merely to provide a full and enabling disclosure. The detailed disclosure herein of one or more embodiments is not intended, nor is to be construed, to limit the scope of patent protection afforded in any claim of a patent issuing here from, which scope is to be defined by the claims and tire equivalents thereof. It is not intended that the scope of patent protection be defined by reading into any claim a limitation found herein that does not explicitly appear in the claim itself.
[0034] Thus, for example, any sequence(s) and / or temporal order of stages of various processes or methods that are described herein are illustrative and not restrictive. Accordingly, it should be understood that, although stages of various processes or methods may be shown and described as being in a sequence or temporal order, the stages of any such processes or methods are not limited to being carried out in any particular sequence or order, absent an indication otherwise. Indeed, the stages in such processes or methods generally may be carried out in various different sequences and orders while still falling within the scope of the present disclosure. Accordingly, it is intended that the scope of patent protection is to be defined by the issued claim(s) rather than the description set forth herein.
[0035] Each term used herein refers to that which an ordinary artisan would understand such a term to mean based on the contextual use of the term herein. To the extent that the meaning of a term used herein — as understood by the ordinary artisan based on the contextual use of such term — differs in any way from any particular dictionary definition of such term, it is intended that the meaning of the term as understood by the ordinary artisan should prevail.
[0036] Regarding applicability of 35 U S.C. §112, ^6, no claim element is intended to be read in accordance with this statutory provision unless the explicit phrase "means for" or "stage for" is actually used in such claim element, whereupon this statutory provision is intended to apply in the interpretation of such claim element.
[0037] Furthermore, it is important to note that, as used herein, "a" and "an" each generally denotes "at least one," but does not exclude a plurality unless the contextual use dictates otherwise. When used herein to join a list of items, "or" denotes "at least one of the items," but does not exclude a plurality of items of the list. Finally, when used herein to join a list of items, "and" denotes "all of the items of the list"
[0038] The following detailed description refers to the accompanying drawings. Wherever possible, the same reference numbers are used in tire drawings and the following description to refer to the same or similar elements. However, the reference numbers are not always used. While many embodiments of the disclosure may be described,PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 modifications, adaptations, and other implementations are possible For example, substitutions, additions, or modifications may be made to the embodiments disclosed in the detailed description, the elements illustrated in the drawings, and the methods described herein may be modified by substituting, reordering, or adding stages to the disclosed methods. Accordingly, the following detailed description does not limit the disclosure. Instead, the proper scope of the disclosure is defined by the appended claims, which may be modified at any time during the active pendency of patent examination
[0039] The present disclosure contains headers. It should be understood that these headers are used as references and arc not to be construed as limiting upon the subject matter disclosed under the header. Sentences may be written out of sequence As such, there should be no implied assumption that the embodiments are defined by any ordered sequence of sentences Rather, sentences may be mixed and matched to define embodiments
[0040] The present disclosure includes many aspects and features. Moreover, while many aspects and features relate to, and are described in, the context of law firms, their clients, and Al-assisted drafting of legal documents, embodiments of the present disclosure are not limited to use only in this context, but be usable for many other document types for any user types or organization types. Further still, while many aspects and features relate to, and arc described in, the context of Large Language Models (LLMs), it should be understood that any generative models may be applicable
[0041] The present disclosure refers to models, machine learning, training, and fine tuning In some cases, these terms may refer merely to retrieval augmented generation methodologies and / or prompt engineering.Overview of Technical SolutionAl-Centric Document Editing
[0042] This overview is provided to introduce a selection of concepts in a simplified form that are further described below. This overview is not intended to identify key features or essential features of the claimed subject matter. Nor is this overview intended to be used to limit the claimed subject matter’s scope.
[0043] An artificial intelligence (Al) centric document editor may be provided. The Al-ccntric document editor may be referred to herein as a “platform” comprised of systems and methods in a distributed computing environment. In some embodiments, he Al-centric document editor may be a new word processor, with generative Al capabilities It may enable integrations with generative model via API (any generative models, LLM, stable diffusion, and the like ). It may adapt those models into the purpose of creating, studying, editing documents. Unlike conventional document editors, the present disclosure may put prompting at the center of the process, and may enable the user to control the inputs into the document in an Al-Centric Way.
[0044] In some embodiments, the Al-ccntric document editing platform may be understood as a combination of modules, systems, and methods that work together to enable Al-assisted document creation and editing. The platform may integrate various functional modules, each providing specific capabilities, and may coordinate these modules through unified systems and methods to deliver a cohesive document editing experience
[0045] The Al-centric document editing platform may comprise a modular architecture that may include several interconnected components Each component may provide specific functionality while working in concert with other components to create a seamless document editing experience centered around Al capabilities.
[0046] In some embodiments, the platform may include an Inference Orchestration Engine that may serve as the foundation of the system. This engine may coordinate reasoning objects, which may include agents, prompt libraries, writing styles, drafting guidelines, and training datasets The Inference Orchestration Engine may validatePATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 reasoning object schemas and dependencies, assemble context from multiple sources, compress context intelligently when approaching model token limits, direct model inference operations, and track provenance of generated content.
[0047] In some embodiments, the platform may further include a Document Interface Module that may provide abstraction over host word processor APIs. For example, a module may wrap Office.js or equivalent APIs in a uniform interface, resolve document identifiers, maintain document-level caches, compute section boundaries, normalize paragraphs, generate stable hash identifiers, and execute edit operations while preserving formatting.
[0048] In some embodiments, the platform may include an Agent Module that may provide conversational interfaces with tool-calling capabilities. The Agent Module may support native agents with predefined behaviors, custom agents built from interaction history’, third-party agents integrated via API, and locked agents with immutable contexts shared between parties Agents may maintain conversation histories as context files and may invoke tool calls to control other platform modules.
[0049] The platform may also include a Drafting Module that may manage content generation through prompt containers. These prompt containers may hold instructions, parameters for tire Inference Orchestration engine, such as temperature and context level, and cursor location information. The Drafting Module may also interoperate with reasoning objects, such as prompt sequences, writing styles, context assembly, and suggested prompts based on document analysis.
[0050] In some embodiments, the platform may include a Review and Revision Module that may perform quality assurance through monitoring agents. This module may continuously monitor document changes against, for example, drafting guidelines and monitoring agents in order to generate review-specific prompt sequences, provide navigation assistance to correction points, and present proposed modifications as injectable islands.
[0051] The platform may further include a Library Module that may manage repositories of reasoning objects. This module may organize prompt libraries by user, group, organization, or system-wide scope, manage agent libraries, integrate with marketplace for subscription-based access to third-party repositories, provide version control with update propagation, and implement access control at granular levels
[0052] Further still, the platform may include an Inputs Module that may handle data ingestion and preprocessing. This module may designate file types with type-specific processing, manage training datasets with categorization and access control, create session-specific master files from training datasets, and extract and compress context files based on relevance scoring.
[0053] The platform may also include a Drawings Module that may manage visual assets. This module may support Al-powered generative drawing creation, label management, reference numeral tracking, consistency checking between figures and description text, and metadata storage linking drawings to document sections Like other modules, the Drawing Module may serve as context for the drafting module when inferencing to produce content.
[0054] In some embodiments, the platform may include a Drafting Guidelines Module that may enforce drafting rules. This module may implement document type-specific rules, section-specific constraints, aspect-based guidelines applied across sections, integration with writing styles, and association with users, practice groups, companies, or clients for consistency. In various embodiments, the drafting guidelines may be packaged as reasoning objects together in the library module
[0055] The platform may further include a Third-Party Integration Framework that may provide a standardized tool-calling interface for external services, API authentication and authorization, model adapters for compatible endpoints, bidirectional communication channels, and matter-level isolation to prevent cross-contamination.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0056] In some embodiments, tire platform may include a Browser Extension that may enable web-based content capture. This extension may support web page content extraction and preprocessing, pattern recognition for building training repositories, integration with native Al chat platforms, and prompt library access from browser context.
[0057] The platform may implement an Inference Orchestration Engine that may coordinate the process of gathering and processing information for Al model inference. When a user initiates a drafting operation, the Inference Orchestration Engine may retrieve applicable reasoning objects. The Inference Orchestration Engine may then assemble inputs including document content, input files, agent conversation histories, training dataset excerpts, and drafting guidelines. Smart compression may be applied if context exceeds token limits. A prompt may be constructed with assembled context and reasoning object instructions Model inference may be executed with configured parameters. Output may be validated against guidelines and schema. Content may be inserted into the document via the Document Interface Module Provenance metadata may be recorded linking output to source reasoning objects.
[0058] In some embodiments, the platform may implement an Injectable Island Workflow that may enable precise document editing. An agent or drafting module may generate an island with editing instructions. The island may specify an action such as insert, replace, move, or delete, along with a target paragraph identifier (PID) and content. The Document Interface Module may resolve the PID by scanning the target section. The module may match hash and ordinal values to locate the paragraph anchor The edit operation may be executed while preserving formatting and numbering. The user may be presented with tracked changes for acceptance or rejection. The user's decision may update the agent context file for learning. Multiple islands may be sequenced for complex multi-location edits.
[0059] The platform may implement a Subscription and Sharing Architecture that may enable collaboration and knowledge sharing. Reasoning objects may be packaged with dependency manifests for portability. Providers may publish repositories to marketplace with tiered access. Subscribers may receive updates via differential propagation. Conflict resolution may occur when a subscriber modifies local copies Usage metering may track invocations for billing and analytics. Audit trails may maintain bidirectional traceability between documents and context parameters and reasoning objects used to generate content for those documents.
[0060] In some embodiments, the platform may support modularity and extensibility through hot-pluggable modules, reasoning object extensibility, model agnosticism, platform independence, and API exposure. New modules may be added without modifying the core engine. New' types of reasoning objects may be defined. Any API-compatible generative model may be integrated. Core reasoning objects may be portable across deployment environments Third-party platforms may invoke platform capabilities programmatically In some embodiments, outputs from a plurality of models may be provided for user selection before injection into the document. In other embodiments, the system may weight a plurality of options and select on behalf of the user.
[0061] In some embodiments, the platform may enable Al-centric document editing through a method performed by a client computing device executing a document editor application with the Al-centric platform add-in. Tlris method may include initialization stages such as loading a document, initializing the Document Interface Module, resolving or generating a persistent document identifier, establishing a secure connection to server infrastructure, and retrieving user authentication credentials and permissions The method may further include context assembly stages such as detecting cursor position, identifying the current document type, section, and / or aspect, extracting relevant document content, retrieving associated reasoning objects, loading conversation history, and requesting context processing from the server.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0062] In some embodiments, the platform may provide a multi-entry point interface that may enable users to access and utilize the Al-centric document editing capabilities through various pathways and integration points. The multi-entry point interface may accommodate different user workflows, external system integrations, and collaborative scenarios Each entry point may provide access to the full suite of platform capabilities while preserving context and maintaining consistency across different access methods.
[0063] The multi-entry point interface may support native document editor workflows where users may initiate document creation directly within the platform's native editing environment. Users may also access the platform through add-in or plugin interfaces integrated into existing word processors such as Microsoft Word or Google Docs.
[0064] The interface may enable seamless transitions between entry points, allowing users to begin work in one environment and continue in another without loss of context or functionality
[0065] In some embodiments, the multi-entry point interface may facilitate external conversational Al capabilities. As one example, users may conduct initial document planning or drafting discussions on third-party conversational Al platforms such as ChatGPT or Claude. The interface may then import these conversation transcripts through API connections. The imported conversations may be analyzed to extract drafting preferences, structural requirements, and content specifications. The platform may transform these conversational explorations into structured reasoning objects including agents, prompt sequences, and writing styles that may be applied to document creation
[0066] The multi-entry point interface may also enable collaborative engagement scenarios where multiple users may access the same document or project through different entry points. A client may initiate document requirements gathering through a conversational Al interface, establishing initial parameters and preferences. The client may then transfer the project to their legal counsel through the platform's sharing mechanisms. The attorney may access tire project through their preferred entry' point, whether native editor, word processor plugin, or web interface. The interface may maintain continuity of context, preserving tire client's initial specifications while enabling the attorney to apply professional expertise and firm-specific reasoning objects
[0067] In some embodiments, the multi-entry point interface may support custom GPT integration via API protocols. Organizations may develop specialized GPT configurations on external platforms that embody specific domain knowledge or drafting methodologies. These custom GPTs may connect to the platform through standardized API interfaces. The multi-entry point interface may translate instructions and context between the custom GPT format and the platform's internal reasoning object structure This integration may enable organizations to leverage existing Al investments while benefiting from the platform's document-specific capabilities.
[0068] The multi-entry point interface may implement browser-based access through web applications or browser extensions. Users may capture content from web pages, online databases, or digital libraries directly into the platfonn's context system. The browser extension may provide access to prompt libraries and agent capabilities while users research or review online materials. Content captured through the browser interface may be automatically categorized and preprocessed according to configured file type designations. In this way, a user can continue to create a repository' of reasoning objects to be used for document editing.
[0069] In some embodiments, the multi-entry point interface may provide programmatic access through API endpoints Third-party applications may invoke platform capabilities to generate document content, execute prompt sequences, or access reasoning object libraries The API interface may support both synchronous operations for immediate responses and asynchronous workflows for complex document generation tasks. Authentication andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 authorization mechanisms may ensure that API access respects the same permission boundaries and matter-level isolation as interactive interfaces.
[0070] The multi-entry point interface may maintain session continuity across different access methods A user may begin drafting through a mobile application during travel, continue editing through a desktop word processor at the office, and complete review through a web interface at home. The platform may synchronize document state, conversation history, and context parameters across all entry points. Session-specific data may be encrypted and transmitted securely between entry points to maintain confidentiality .
[0071] In some embodiments, the multi-entry point interface may support voice-activated entry’ through integration with voice assistant platforms. Users may dictate drafting instructions or document content through voice interfaces The platform may process voice inputs to extract drafting commands, content specifications, or review instructions. Voice interactions may be transcribed and incorporated into agent conversation histories for context preservation.
[0072] The multi-entry point interface may enable email-based document workflows. Users may send drafting instructions or source materials to designated email addresses associated with their platform accounts. The interface may parse email content to extract instructions, attachments may be processed as input files, and responses may be delivered back via email with generated content or document updates. This entry’ point may accommodate users who prefer email-based workflows or operate in environments with restricted software installation policies
[0073] In some embodiments, the multi-entry point interface may provide integration with document management systems. The platform may connect to enterprise document repositories, legal practice management systems, or cloud storage services. Users may initiate drafting operations directly from within these systems, with the platform retrieving source documents and delivering generated content back to the repository. The interface may respect the version control, access permissions, and audit requirements of the integrated document management system.
[0074] The multi-entry point interface may support real-time collaboration features across different access methods. Multiple users accessing the same document through different entry points may see synchronized updates, shared cursor positions, and collaborative annotations. The interface may manage potential conflicts when users attempt simultaneous edits through different entry points. Operational transformation algorithms or conflict-free replicated data types may ensure consistency across all active sessions.
[0075] The method may also include user interaction stages such as presenting an agent conversational interface, displaying a prompt container interface, providing a review interface, and enabling selection of writing styles, context levels, and model parameters The method may further include inference orchestration stages such as transmitting user instruction and assembled context to the server, receiving processed context and reasoning object specifications, invoking an Al model API, streaming the model response back to the client interface, and parsing the model output.
[0076] The method may also include document manipulation stages such as resolving the target location for content insertion, executing the edit operation, preserving document formatting, applying tracked changes, and updating document caches. The method may further include provenance tracking stages such as recording metadata linking generated content to source reasoning objects, storing the conversation turn in an agent context file, logging the operation in a local audit trail, and synchronizing audit data with the server The method may also include collaborative synchronization stages such as detecting changes made by other users, resolving conflicts, propagating local changes, and displaying notifications. The method may further include persistence stages such as saving thePATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 document with embedded metadata, encrypting sensitive context files, and synchronizing document state with the server.
[0077] In some embodiments, the platform may enable inference orchestration through a method performed by a server computing system coordinating Al model interactions. This method may include request reception stages such as receiving an inference request from a client, authenticating user credentials, validating permissions, and retrieving the user profile, preferences, and associated reasoning objects. The method may further include reasoning object resolution stages such as loading applicable reasoning objects, validating reasoning object schemas and dependencies, resolving inheritance hierarchies, and checking for conflicts or circular dependencies. The method may also include context processing stages such as retrieving input files, executing type-specific preprocessing, extracting relevant excerpts from training datasets, incorporating agent conversation history, applying drafting guidelines, and assembling document content. The method may further include context compression stages such as calculating the total token count, applying smart compression if exceeding model limits, and validating that the compressed context maintains essential information. The method may also include prompt construction stages such as selecting a prompt template, populating the template with assembled context, incorporating user instruction and parameters, adding system-level instructions, and formatting the prompt according to the target model's requirements.
[0078] The method may further include model invocation stages such as selecting an Al model, transmitting the constructed prompt, streaming response tokens back to the client, and monitoring for errors or rate limiting The method may also include output validation stages such as parsing the model response, validating the output against drafting guidelines, checking for prohibited terminology, and verifying consistency with document conventions. The method may further include provenance recording stages such as generating metadata linking output to source reasoning objects, recording which input files, training datasets, and conversation turns contributed, calculating confidence scores, and storing provenance data. The method may also include response transmission stages such as packaging the validated output with provenance metadata, transmitting to the client, updating usage metrics, and logging the operation
[0079] In some embodiments, the platform may enable repository management through a method performed by a server computing system managing reasoning object repositories. This method may include repository creation stages such as receiving a request to create a new repository, validating user permissions, generating a unique repository identifier, and initializing the repository structure with metadata. The method may further include reasoning object storage stages such as receiving a reasoning object definition, validating the reasoning object schema and dependencies, assigning a version number, generating a unique identifier, storing the reasoning object in a repository database, and indexing the reasoning object for efficient retrieval The method may also include permission configuration stages such as receiving permission settings from the repository owner, configuring access controls at multiple levels, associating permissions with users, groups, organizations, or matters, enforcing hierarchical permission inheritance, and logging permission grants in an audit trail.
[0080] The method may further include subscription management stages such as receiving a subscription request, validating the subscription tier and payment status, granting access to repository segments, recording subscription activation, and initializing usage metering. The method may also include update propagation stages such as detecting modification to a reasoning object, generating a differential change descriptor, identifying active subscribers, transmitting update notifications, providing options to accept, reject, or merge updates, and logging update propagation events. The method may further include conflict resolution stages such as detecting when a subscriber has locally modified a reasoning object, comparing versions, presenting conflict resolution options,PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 executing the user's resolution choice, and recording the resolution decision. The method may also include usage tracking stages such as monitoring invocations of reasoning objects, recording metadata, aggregating usage statistics, calculating billing charges, and generating reports The method may further include audit and compliance stages such as maintaining comprehensive logs of repository access, tracking which documents used which reasoning objects, recording permission changes and subscription lifecycle events, generating compliance reports, and providing audit trail export.
[0081] Both the foregoing overview and the following detailed description provide examples and are explanatory only. Accordingly, the foregoing overview and the following detailed description should not be considered to be restrictive. Further, features or variations may be provided in addition to those set forth herein. For example, embodiments may be directed to various feature combinations and sub-combinations described in the detailed description.Modularity
[0082] Details with regards to each module are provided below. Although modules are disclosed with specific functionality, it should be understood that functionality may be shared between modules, with some functions split between modules, while other functions duplicated by the modules. Furthermore, the name of each module should not be construed as limiting upon the functionality of the module. Moreover, each component disclosed within each module can be considered independently, without the context of the other components within the same module or different modules. Each component may contain functionality defined in other portions of this specification. Each component disclosed for one module may be mixed with the functionality of other modules. In the present disclosure, each component can be claimed on its own and / or interchangeably with other components of other modules.
[0083] The following depicts an example of a method of a plurality of methods that may be performed by at least one of the aforementioned modules, or components thereof. Various hardware components may be used at the various stages of the operations disclosed with reference to each module. For example, although methods may be described to be performed by a single computing device, it should be understood that, in some embodiments, different operations may be performed by different networked elements in operative communication with the computing device. For example, at least one computing device may be employed in the performance of some or all of the stages disclosed with regard to the methods. Similarly, an apparatus may be employed in tire performance of some or all of the stages of the methods. As such, the apparatus may comprise at least those architectural components as found in computing device
[0084] Furthermore, although the stages of the following example method are disclosed in a particular order, it should be understood that the order is disclosed for illustrative purposes only Stages may be combined, separated, reordered, and various intermediary stages may exist. Accordingly, it should be understood that the various stages, in various embodiments, may be performed in orders that differ from the ones disclosed below. Moreover, various stages may be added or removed without altering or departing from the fundamental scope of the depicted methods and systems disclosed herein.
[0085] The Al-centric document editing platform may be comprised of the follow ing one or more modules. Embodiments of the present disclosure may comprise methods, systems, and a computer readable medium comprising, but not limited to, at least one of the following:i. An Inference Orchestration Engine;ii A Document Interface Module;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 iii. An Agent Module;iv. A Drafting Module;v A Review and Revision Module;vi. A Library Module;vii. An Inputs Module;viii. An Art Module;ix. A Drafting Guidelines Module;x. A Project Management Module;xi. A Privacy and Security Module.
[0086] Referring to FIG 1, the Al-Centric Document Editing Platform Architecture illustrating the above referenced modules. In other aspects, the system architecture may be organized into multiple functional sub-systems. The following provides a set of layers sub-systems consistent with various embodiments of the present disclosure.i. A Third-Party Integration Framework;ii. A Subscriptions Framework;iii. A Repository Sharing Framework;iv. A Knowledge Management Framework;v. An Audit and Tracking Framework.
[0087] In other aspects, the system architecture may be organized into multiple functional layers. The following provides a set of layers consistent with various embodiments of the present disclosure.
[0088] A core infrastructure layer may include an inference orchestration engine configured to coordinate reasoning objects. The inference orchestration engine may include a reasoning object coordinator, a validation engine, a context assembly module, a context compression module, a context management module, a model inference director, a model hot-swapping controller, a processing sequence controller, a dependency resolution engine, a provenance tracker, an audit trail generator, a reasoning object inheritance manager, and a versioning controller. The core infrastructure layer may further include a document processing core configured to process documents. The document processing core may include a document parser, a section detector, a cursor position tracker, a content extraction engine, a format preservation module, a tracked changes manager, an injectable island processor, a smart- find locator, a smart-replace executor, and a smart-move relocator The core infrastructure layer may further include a data storage and retrieval subsystem configured to store and retrieve data. The data storage and retrieval subsystem may include a document repository', a training dataset repository, a prompt library repository, an agent library repository, a conversation history store, a metadata database, a cache management system, and a version control system
[0089] A user interaction layer may be provided. The user interaction layer may include an agent module configured to manage and execute agents The agent module may include a native agent container, a tutorial agent, a study agent, a drafting agent, a review agent, and a custom agent container. The agent module may further include a user-trained persona manager, a training interface, a behavior configuration module, a third-party agent container, an API integration framework, an external service connector, an authentication module, a locked agent container, an immutable context manager, a shared context controller, an agent execution engine, a tool call executor, an internal function router, an external function router, a cross-module instruction handler, and a learning subsystem. The learning subsystem may include a cross-document learning module, a group-level learning aggregator, a temporal learning tracker, a pattern recognition engine, an A / B testing framework, a model comparison engine, a performance metricsPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 collector, and a result analyzer. The user interaction layer may further include a drafting module configured to manage drafting prompts and execution. The drafting module may include a prompt container manager, a container creation interface, a parameter configuration panel, an instruction editor, a prompt sequencer, a sequence builder, an execution controller, a progress tracker, a parameter controller, a temperature adjuster, a context level selector, a creativity controller, a writing style engine, a style library, a style applicator, and an auto-selection module. The drafting module may further include a context file generator, a file compiler, a preprocessor, a document integrator, a cursor-aware drafting engine, a section detector, a content inserter, a highlight and rewrite processor, a prompt annotation system, an indication module, a commenting interface, an annotation tracker, a suggested prompt engine, a single prompt suggester, a stack suggester, a cached prompt manager, a document-level memory' store, and a retrieval interface. The user interaction layer may further include a review and revision module configured to monitor and manage document review operations. The review and revision module may include a monitoring subsystem, a continuous monitoring agent, a document change detector, an event listener, a review sequence tracker, a sequence manager, a progress monitor, a compliance checker, a rules engine, a guidelines validator, and a violation detector. The review and revision module may further include a navigation controller, an island hopping navigator, a section jumper, a bookmark manager, a multi-section editor, a coordination engine, a conflict resolver, and a gap analyzer. The gap analyzer may include an enablement gap detector, an unclaimed subject matter identifier, an omitted disclosure detector, a missing support identifier, a conflict detector, an inconsistency finder, and a resolution suggester
[0090] A content management layer may be provided. The content management layer may include a library module configured to manage multiple libraries. The library module may include a prompt library manager, a user library, a group library, an organization library, a system- wide library, an agent library manager, a native agent library, a custom agent library, a marketplace agent library, a marketplace integration module, a discovery interface, a subscription manager, an access controller, a version controller, a version tracker, an update propagator, and a rollback manager. The content management layer may further include a drawings module configured to manage drawing generation and consistency The drawings module may include a generative drawing engine, an Al-powered creation module, a drawing generator, a style applicator, a label manager, a label creator, a label editor, a label tracker, a reference numeral tracker, a numeral assignment module, a consistency checker, a cross-reference validator, a document reference tracker, a figure-to-text correlator, a consistency validator, a description integrator, a text synchronizer, and an update propagator. The content management layer may further include an input module configured to manage file types and security'. The input module may include a file type designator, a type detector, a processing rule selector, a training dataset manager, a dataset categorizer, a dataset organizer, an access controller, a fine tuning file generator, a RAG preprocessor, an excerpt extractor, a context compiler, a security' module, an encryption engine, an access control enforcer, a permission manager, an audit trail logger, a bidirectional tracker, an event recorder, a report generator, and a dynamic training engine. The dynamic training engine may include a training initiator, a master file creator, a pattern identifier, a context file extractor, a content selector, and a compression engine.
[0091] A configuration and governance layer may be provided. The configuration and governance layer may include a guidelines and rules module configured to manage policies and rules. The guidelines and rules module may' include a policy engine, a rule interpreter, a policy enforcer, a document type rules manager, type definitions, typespecific rules, a group type rules manager, permission definitions, access rules, a user type rules manager, access level definitions, and capability restrictions. The guidelines and rules module may further include a training dataset integrator, a dataset filter, a relevance scorer, a dynamic template manager, a template generator, a template selector, a template applicator, a patent profanity detector, a term scanner, a violation identifier, a suggestion generator, aPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 terminology enforcer, a consistency checker, a term tracker, a synonym detector, an antecedent basis validator, a claim analyzer, a basis checker, and an error reporter.
[0092] A business and distribution layer may be provided The business and distribution layer may include a subscriptions module configured to manage marketplaces and billing. The subscriptions module may include a marketplace interface, a discovery portal, a search engine, a recommendation engine, a content marketplace, a prompt library marketplace, a training dataset marketplace, an agent marketplace, a writing style marketplace, and a prompting model marketplace. The subscriptions module may further include a billing engine, a recurring billing processor, an invoice generator, a payment tracker, a usage tracking system, a token counter, a usage logger, a charging calculator, a revenue sharing module, a provider payment calculator, a distribution engine, a report generator, an analytics engine, a usage analyzer, a performance tracker, and a report generator
[0093] An automation and intelligence layer may be provided. The automation and intelligence layer may include a prompt sequencer module configured to generate and manage prompt sequences. The prompt sequencer module may include a sequence generator, a standalone sequence creator, a workflow builder, a reverse engineering engine, a sample document analyzer, a sequence extractor, a pattern identifier, and an automated drafting workflow manager. The automated drafting workflow manager may include a scction-by-scction controller, a progress tracker, a prompt stack manager, a stack creator, a stack editor, and a stack executor. The prompt sequencer module may further include a prompting model manager, a model library, a document-type mapper, a model selector, a next-stage suggestion engine, a context analyzer, a gap detector, a suggestion generator, a gap-based prompt generator, a gap identifier, a prompt creator, and a priority ranker.
[0094] An integration and extensibility layer may be provided. The integration and extensibility layer may include a third-party integration framework configured to enable tool calling and external services. The third-party integration framework may include a tool-calling interface, a standardized API, a function registry, a call router, an authentication module, an API key manager, an OAuth handler, a token validator, an authorization module, a permission checker, an access controller, and an external model adapter The external model adapter may include an OpenAI adapter, an Anthropic adapter, and a generic adapter interface. The third-party integration framework may further include a communication channel manager, a bidirectional connector, a message queue, a response handler, a matter-level isolator, a sandbox creator, a data segregator, a transaction logger, an event recorder, and an audit trail generator. The integration and extensibility layer may further include a browser extension and capture tools subsystem configured to capture and normalize external content. The browser extension and capture tools subsystem may include a web page capture module, a content extractor, an HTML parser, a text cleaner, a screen image extractor, a screenshot capturer, an image processor, a pattern recognition engine, a pattern detector, a pattern classifier, a repository builder, a content organizer, an index generator, a cross-platform curator, a platform adapter, and a content normalizer.
[0095] A document intelligence layer may be provided. The document intelligence layer may include a context processing engine configured to assemble and filter context. The context processing engine may include a smart context compressor, a compression algorithm, a relevance scorer, a content selector, a context mode controller, a full mode processor, a smart mode processor, a none mode processor, a cursor-aware extractor, a position analyzer, a context window calculator, a content selector, a section-aware preprocessor, a section detector, a section-specific rule applier, a multi-source aggregator, a source combiner, a conflict resolver, a priority manager, a relevance filter, a scoring engine, a threshold applier, and a content ranker. The document intelligence layer may further include a citation and provenance system configured to track sources and attribution. The citation and provenance system may include a source material tracker, a file tracker, a dataset tracker, a conversation tracker, and a granular attributionPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 engine. The granular attribution engine may include a sentence-level attributor, a phrase-level attributor, a token-level tracker, a confidence scorer, a generation confidence calculator, a source reliability assessor, a source contribution analyzer, a contribution calculator, and a breakdown generator The citation and provenance system may further include a conflict detector, a source comparator, an inconsistency identifier, a compliance checklist generator, a requirement checker, a checklist builder, and an attribution report exporter. The attribution report exporter may include a report formatter and an export engine
[0096] A collaboration and sharing layer may be provided. The collaboration and sharing layer may include a repository' sharing framework configured to control internal and external sharing. The repository sharing framework may include an internal sharing module, a practice group sharer, a subject matter sharer, and an applicant-based sharer. The repository sharing framework may further include an external sharing module, a lawyer-client connector, a bidirectional sync engine, an adverse sharing module, a locked interaction manager, a negotiation context handler, a permission manager, a view permission controller, a use permission controller, a modify permission controller, an access controller, an organizational access manager, a practice group access manager, a matter access manager, a document access manager, an update propagator, a change detector, an update distributor, a versioning manager, a version tracker, and a branch manager. The collaboration and sharing layer may further include a knowledge management system configured to capture and distribute institutional knowledge. The knowledge management system may include an institutional knowledge capturer, a knowledge extractor, a pattern identifier, a cross-team distributor, an expertise mapper, a distribution engine, a continuous refinement engine, a feedback collector, an improvement identifier, a best practice module, a practice identifier, and a propagation engine.
[0097] A workflow and entry points layer may be provided. The workflow and entry points layer may include a multiple entry point support subsystem configured to support various entry workflows. The multiple entry point support subsystem may include a native editor workflow, a document editor interface, integrated controls, an external Al import module, a ChatGPT importer, a Claude importer, a generic conversation importer, a conversation-to-agent converter, a conversation parser, an agent generator, a collaborative engagement module, a client-lawyer handoff manager, a context transfer engine, a custom GPT integrator, an API connector, and a configuration mapper.
[0098] A file and document management layer may be provided. The file and document management layer may include a document type system configured to manage a file format. The document type system may include a .aid file format handler, a file creator, a file parser, a file writer, a metadata embedder, a metadata generator, a metadata extractor, a conversation history' manager, a history recorder, a history retriever, an Al repository associator, an association creator, a persistent link manager, a context preservation module, a document-specific context store, a context retriever, a cross-session state manager, a state serializer, a state deserializer, and a state synchronizer The file and document management layer may further include a file type processing subsystem configured to process different input file types. The file type processing subsystem may include an input file designator, a prior art designator, a disclosure designator, a transcript designator, a claims designator, a type-specific preprocessor, a rule selector, a preprocessor executor, a fine tuning file generation pipeline, a pipeline controller, a stage executor, a context file compiler, a content aggregator, and a format normalizer.
[0099] A quality and compliance layer may be provided. The quality and compliance layer may include a validation and verification module configured to validate reasoning objects and patent documents The validation and verification module may include a reasoning object validator, a schema validator, a constraint checker, a dependency checker, a dependency graph builder, a validation engine, a circular dependency detector, a cycle detector, an error reporter, a schema compliance verifier, a schema loader, a compliance checker, an enablement checker, a § 112PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 compliance analyzer, a gap identifier, an antecedent basis verifier, a claim parser, a basis tracker, an error identifier, a part number validator, a numeral tracker, a consistency checker, and a cross-reference validator The quality and compliance layer may further include an audit and tracking module configured to provide audit trails and usage analytics The audit and tracking module may include a comprehensive audit trail system, a document-tied logger, a material-tied logger, a bidirectional traceability engine, a forward tracer, a backward tracer, a permission logger, a grant logger, a revocation logger, an access tracker, an attempt logger, a success and failure recorder, a usage statistics collector, a metric collector, an aggregator, an analytics engine, a data analyzer, a report generator, and a training data provenance documentor. The training data provenance documentor may include a source tracker and a lineage recorder.
[0100] An advanced features layer may be provided The advanced features layer may include an injectable islands system configured to manage structured document modifications. The injectable islands system may include a smart-find module, an auto-location engine, a context matcher, a smart-replace module, a paragraph replacer, a format preserver, a smart- move module, a content relocator, a reference updater, a tracked changes manager, a change tracker, a format compliance checker, an accept and reject workflow, a decision recorder, a learning module, an autorun controller, an automation engine, an execution monitor, a citation display module, a provenance Tenderer, and a source linker. The advanced features layer may further include a prompt management interface configured to edit and execute prompts The prompt management interface may include a prompt editor, a syntax highlighter, an autocompletion engine, an error checker, a library browser, a hierarchical navigator, a search interface, a filter module, a sequence builder, a drag-and-drop interface, a visual editor, an execution panel, a progress tracker, a status display, a control interface, a history tracker, an execution history recorder, a reuse interface, a tagging system, a tag manager, a categorizer, an analytics dashboard, a metric visualizer, a performance analyzer, a testing environment, a sandbox executor, a result comparator, an import and export module, a format converter, and a transfer engine.
[0101] A portability and interoperability layer may be provided. The portability and interoperability' layer may include an Al repository portability module configured to enable export and import of reasoning objects The Al repository portability module may include an export and import engine, a dependency manifest generator, a package creator, a package importer, a cross-organization sharing module, a transfer protocol, a compatibility checker, a platform-independent reasoning object manager, an object serializer, an object deserializer, a compatibility metadata manager, a metadata generator, a version checker, a version migration module, a migration engine, and a backward compatibility handler. The portability' and interoperability layer may' further include a cross-platform support module configured to integrate with multiple platforms. The cross-platform support module may include a native word processor interface, a native API connector, a feature mapper, an MS Word add-in, an Office API connector, a ribbon interface, a task pane controller, a Google Docs integration, a Google API connector, an add-on interface, a webbrowser plugin, a browser extension framework, a content script injector, and API-accessible services. The API-accessible services may include a REST API server, a WebSocket server, and an authentication layer.
[0102] A prompting models layer may be provided. The prompting models layer may include a model composition module configured to associate models with document ty'pes and styles. The model composition module may' include a document type associator, a type detector, a model mapper, a writing style collection manager, a style library', and a collection organizer The prompting models layer may further include a prompt sequence library manager, a sequence library, a sequence retriever, and a section- specific configurator. The section-specific configurator may include a configuration builder and a section mapper. The prompting models layer may further include a model application module configured to apply pre-configured prompts. The model application module mayPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 include a pre-configured prompt loader, a configuration retriever, a prompt loader, a client, group, and designationspecific model selector, a context analyzer, a model selector, a technology- specific variant selector, a technology detector, and a variant selector The prompting models layer may further include a model derivation module configured to derive models from examples. The model derivation module may include a reverse engineering engine, a sample analyzer, a model extractor, a section-by-section sequence extractor, a section parser, a sequence builder, a parameter preservation module, a parameter extractor, a cross-document applier, and a reusable configuration packager.
[0103] A user interface components layer may be provided. The user interface components layer may include context controls configured to adjust context and style parameters. The context controls may include a context level selector, a full mode selector, a smart mode selector, a none mode selector, a writing style selector, a style browser, a style applier, a creativity and temperature adjuster, a slider control, a value setter, a model selection toggle, an Al model switcher, an A / B comparison interface, an A / B testing interface, a test configurator, and a result viewer.
[0104] A security and encryption layer may be provided. The security and encryption layer may include a data protection module configured to protect training datasets and client data. The data protection module may include a training dataset cncryptor, an encryption engine, a key manager, a local storage manager, a sensitive parameter store, a secure retriever, a matter-level isolator, an isolation enforcer, a sandbox creator, a client data segregator, a segregation engine, an access barrier, and a secure transmission protocol handler The secure transmission protocol handler may include a TLS and SSL manager and an encrypted channel creator. The security and encryption layer may further include an access control enforcement module configured to enforce access permissions The access control enforcement module may include a user-level permission enforcer, a user permission checker, an access controller, a group- level permission enforcer, a group permission checker, a matter-level permission enforcer, a matter permission checker, a documcnt-lcvcl permission enforcer, a document permission checker, and a repository access restrictor. The repository access restrictor may include an access rule enforcer and a restriction applier.
[0105] Though an Al-centric document editing platform is disclosed, it should be noted that an add-in / plugin to a conventional word processing system (e.g., MS Word or Google Docs) may be used. In addition to / alternatively, the add-in may be used to convert any interface with an editable content module into an Al-centnc document editing platform. For instance, in some embodiments, a web-browser plugin may be provided.Inference Orchestration EngineReasoning Objects
[0106] Reasoning objects may include agents, prompt libraries, writing styles, fine-tuning files, drafting guidelines, training datasets, and generative models. These reasoning objects may also be referred to as Al repositories. The Al repositories may serve as portable collections of natural language instructions and parameters. The Al repositories may be reusable across different document types The Al repositories may be reusable across different contexts within the Al-centric document editing platform. An Al repository may be configured to store context parameters. The context parameters may define how generative Al models process content for specific document types. The context parameters may define how generative Al models generate content for specific document types. The context parameters may be specific to a user. The context parameters may be specific to user groups. The context parameters may be specific to clients.
[0107] In some embodiments, Al repositories may enable users to build and save customized collections tailored to particular document types, subject matters, or client requirements For example, a user may create an Al repositoryPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 designated for patent applications that includes specialized agents trained in patent law, prompt libraries containing claim drafting sequences, writing styles that enforce patent-specific formatting rules, drafting guidelines that prohibit certain terminology, and training datasets derived from previously filed applications The same user may maintain a separate Al repository for contract drafting with entirely different parameters.
[0108] The platform may extract structured parameters from the conversational transcript to populate Al repository components When a user uploads a ChatGPT conversation, the platform may parse the dialogue to identify drafting guidelines implied by the user's feedback, extract terminology preferences from the user's word choices, and compile training examples from the conversational ATs accepted revisions. The platform may generate prompt sequences that mirror the conversational flow, breaking complex edits into incremental stages that replicate the iterative refinement process observed in the conversation These derived components may be saved as a new Al repository designated for the document type discussed in the conversation, enabling the user to apply the same drafting methodology to future documents without repeating the conversational analysis. This conversion process may transform unstructured conversational context into portable, reusable repository parameters that can be shared with collaborators or applied across document collections.
[0109] Al repositories may facilitate consistency and quality control across document production. When a user selects an Al repository for a document editing session, the platform may configure the generative Al model to produce outputs that conform to the parameters defined in that repository This may ensure that generated content adheres to the user's preferred terminology, structural conventions, stylistic preferences, and substantive requirements without requiring manual enforcement of guidelines for each drafting session.
[0110] Al repositories may be constructed through multiple methods In some embodiments, a user may manually assemble an Al repository by selecting and configuring individual components. The user may designate agents from available agent libraries, select prompt sequences from existing prompt libraries, define writing styles through natural language instructions, specify drafting guidelines as rule sets, and upload training datasets derived from prior work product The platform may provide an interface that allows the user to organize these components into a named repository associated with a particular document type
[0111] In some embodiments, Al repositories may be constructed through automated reverse engineering of sample documents. A user may upload one or more exemplar documents of a desired document type, and the platform may analyze the structural conventions, terminology patterns, stylistic characteristics, and substantive content of those exemplars. The platform may generate prompt sequences that would produce similar outputs, extract writing style parameters that capture the document's tone and formatting conventions, and derive drafting guidelines that reflect constraints evident in the exemplars This reverse-engineering process may enable users to rapidly construct Al repositories that replicate the characteristics of existing document collections without manually articulating every parameter.
[0112] In some embodiments, Al repositories may be constructed incrementally through iterative refinement. A user may begin with a baseline repository and modify its components based on observed outputs. For example, after generating document content using an initial repository, tire user may identify terminology inconsistencies, structural deficiencies, or stylistic deviations The user may then adjust the repository's drafting guidelines to prohibit undesired terms, modify prompt sequences to enforce preferred structures, or supplement training datasets with corrected examples. Over successive iterations, the repository may converge toward parameters that consistently produce outputs meeting the user's requirements.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0113] In some embodiments, Al repositories may be constructed through browser-based capture tools A browser plugin or extension may monitor web pages or document interfaces accessed by the user. When the user encounters content exhibiting desired characteristics, the plugin may capture screen images, extract text content, and transmit the captured material to the platform. The platform may analyze the captured content to identify structural patterns, extract reusable language, and generate prompt sequences that would produce similar outputs. The platform may incorporate these derived parameters into a repository designated for the relevant document type, enabling the user to build repositories by curating examples encountered during ordinary research or review activities.
[0114] The relationship between Al repositories and context processing parameters may be hierarchical. An Al repository may serve as a container that stores multiple sets of context processing parameters, each tailored to a specific document section, drafting task, or output format For example, a patent application Al repository may include one writing style set of context processing parameters for claim drafting that emphasizes precision and antecedent basis checking, another writing style for detailed description drafting that prioritizes enablement and consistent reference numeral usage, and a third writhing style for abstract drafting that enforces word count limits and neutral tone Accordingly, when a user applies the repository to a document, the platform may select the appropriate context processing parameters based on the current document section and the user's drafting intent.
[0115] Context processing parameters may define how the platform interprets, transforms, and applies context information when generating document content These parameters may specify which input files to use, how those files should be preprocessed into fine tuning files, what portions of the document to reference, which agent conversation histories to include, what training datasets to apply, and which drafting guidelines to enforce. Context processing parameters may also determine the sequence in which context elements are combined, the relative weighting of different context sources, and the formatting rules applied to generated outputs.
[0116] Context processing parameters may control preprocessing operations performed on input files before they are provided to the generative Al model for preparing a final output or instruction for the Document Editor. These preprocessing operations may include extracting specific sections from uploaded documents, generating summaries of lengthy technical disclosures, identifying and indexing reference numerals and their associated components, compiling terminology definitions, filtering out irrelevant content, and reformatting text to match the target document structure. The parameters may specify which preprocessing algorithms to apply, in what order, and with what configuration settings. By storing these parameters within an Al repository, users may ensure that input files are consistently processed according to their preferred methodology across multiple drafting sessions.Portability
[0117] One of the core tenants of the Al-centric document editing platform is that it enables users to carry with them prompt libraries, agents, datasets, and the like. In conventional context, professionals who draft documents as a deliverable rely on templates and document libraries.
[0118] The present disclosure brings forth a platform comprising systems and methods that no longer rely on the user to maintain such traditional libraries. Rather, the libraries that they carry now are natural language instruction sets for generative Al models. These instruction sets and training data sets may constitute the sufficient set of parameters that the user would require to generate desired outputs for various document types. In this way, the user is not tied to a specific interface or dataset for document editing Rather, when presenting a generative model with the user's prompt libraries, agents, datasets, and the like, the desired output can be faithfully recreated.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0119] This can be used in many contexts: including training and servicing. For instance, senior professionals can train junior professionals by exposing the juniors to the appropriate prompt libraries and agents for the project at hand Professionals can service their clients by enabling their clients to leverage the professionals' prompt libraries and agents to produce at least a portion of the deliverable work product.
[0120] By sharing these prompt libraries, agents, datasets, and the like, the provider can ensure that the output produced will be consistent with their desired parameters. In this way, tire output produced by (e.g., junior associates or clients as the case may be) is familiar to the provider, reducing subsequent review time, and creating efficiencies in the process not otherwise available using conventional methods (e.g., human adherence to drafting guidelines) or general Al models (e.g , LLMs that produce varying outputs without consistency).
[0121] The portability architecture may enable users to maintain consistent drafting capabilities across different work contexts. A patent attorney may use reasoning objects within Microsoft Word when drafting at the office. The same attorney may use the same reasoning objects within a web browser when working remotely The same attorney may use the same reasoning objects through a mobile application when reviewing documents on a tablet. The platform may synchronize reasoning objects across all these environments. The platform may ensure that updates made in one environment arc reflected in other environments.
[0122] In some embodiments, every professional may cany a briefcase of their Al repository comprising prompt libraries, agents, and datasets designated for specific document types The Al-Centric Document Editor of the present disclosure may be but one embodiment that can effectively plug-in to this briefcase of prompts. The portability of reasoning objects may enable professionals to maintain consistent drafting capabilities across different work environments and platforms. A patent attorney may maintain a personal Al repository containing claim drafting agents, enablement-focused prompt sequences, and training datasets derived from successful patent applications. This repository' may be portable across different document editing environments, enabling the attorney to apply the same drafting methodology whether working in a native document editor, a word processor plugin, or a web-based interface.
[0123] The Al repository may function as a professional's portable toolkit that travels with them across different platforms and organizations. When a professional transitions from one law firm to another, the professional may export their personal Al repository and import it into the new firm's platform instance. The repository may contain all of the professional's accumulated expertise in the form of reasoning objects, including custom agents trained on the professional's preferred drafting approaches, prompt libraries reflecting the professional's terminology preferences, writing styles encoding the professional's structural conventions, and training datasets derived from the professional's prior work product. This portability may enable the professional to maintain productivity and consistency despite changes in organizational affiliation or technology infrastructure
[0124] In some embodiments, the platform may enable professionals to share their Al repositories with colleagues, clients, or collaborators while maintaining control over how those repositories are used. A senior attorney may share a litigation brief repository with a junior associate, enabling the junior associate to generate draft briefs that conform to the senior attorney's preferred style and structure The senior attorney may configure the shared repository with usage restrictions that prevent the junior associate from modifying the repository's reasoning objects or applying them to matters outside the senior attorney's supervision. This controlled sharing may enable knowledge transfer and mentorship while preserving the senior attorney's quality standards and protecting proprietary drafting ethodologies
[0125] The platform may enable portability of reasoning objects across different document editing environments and organizational boundaries. A reasoning object may be exported from one platform instance and imported into another platform instance while preserving its functionality and associated metadata. This portabilityPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 may enable users to transfer their accumulated expertise, preferences, and configurations between different computing environments without requiring manual reconfiguration.
[0126] An Al repository may be packaged for export by the platform The platform may generate a dependency manifest that enumerates all reasoning objects contained within the repository. The manifest may specify the version of each reasoning object. The manifest may identify dependencies between reasoning objects. The manifest may include compatibility metadata indicating which platform versions support the reasoning objects. The platform may serialize the reasoning objects into a portable format. The portable format may be a structured data format such as JSON or XML. The portable format may preserve all parameters, instructions, and associations defined within each reasoning object.
[0127] When a user initiates an export operation, the platform may validate the reasoning objects to ensure completeness The platform may verify that all referenced dependencies are included in the export package. The platform may check for circular dependencies that could prevent successful import. The platform may generate warnings if certain reasoning objects reference external resources that may not be available in the destination environment. The platform may provide options to include or exclude specific reasoning objects from the export package based on user selection.
[0128] The exported package may include version migration support. The platform may embed transformation rules that enable reasoning objects created in older platform versions to be adapted for use in newer platform versions The transformation rules may specify how parameter names, data structures, or functional behaviors have changed between versions. The transformation rules may enable automatic conversion of reasoning objects during import operations. This version migration capability may ensure that reasoning objects remain usable as the platform evolves over time.
[0129] Cross-organization sharing of reasoning objects may be facilitated through the export and import mechanisms. A law firm may export a repository containing patent drafting reasoning objects. The law firm may transmit the exported package to a client organization The client organization may import the package into their platform instance. The imported reasoning objects may become available to authorized users within the client organization. The platform may enforce access controls that prevent unauthorized users from accessing the imported reasoning objects.
[0130] Platform-independent reasoning objects may be designed to function consistently across different deployment environments. A reasoning object created in a cloud-based platform instance may be exported and imported into an on-premises platform instance. The reasoning object may execute with equivalent behavior in both environments The platform may abstract environment-specific details such as file storage locations or network endpoints. The reasoning object may reference resources through logical identifiers that the platform resolves to environment-specific physical locations during execution.
[0131] Compatibility metadata embedded in reasoning objects may enable the platform to assess whether imported reasoning objects can function in the current environment. The metadata may specify minimum platform version requirements. The metadata may identify required features or modules that must be present The metadata may list external dependencies such as third-party’ agents or data sources. The platform may evaluate this metadata during import operations The platform may warn users if compatibility’ requirements are not met The platform may provide guidance on how to address compatibility issues.
[0132] The platform may support cross-platform integration through standardized interfaces A reasoning object may be designed to operate within a native word processor environment. The same reasoning object may be adaptedPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 to operate within a web browser plugin environment. The same reasoning object may be invoked through an API-accessible service The platform may provide adapter layers that translate between the reasoning object's internal representation and the interface requirements of different deployment environments This cross-platform support may enable users to apply consistent reasoning objects regardless of which editing interface they are using.
[0133] MS Word add-in integration may enable reasoning objects to operate within the Microsoft Word environment. The platform may provide an add-in component that installs into Microsoft Word. The add-in may expose platform functionality through Word's ribbon interface. The add-in may enable users to invoke agents, execute prompt sequences, and apply drafting guidelines while working in Word documents. The add-in may communicate with platform services through secure API connections. The add-in may synchronize reasoning objects between the local Word environment and centralized platform repositories
[0134] Google Docs integration may enable reasoning objects to operate within the Google Docs environment. The platform may provide an add-on component that installs into Google Docs. The add-on may expose platform functionality through Google Docs' menu system. The add-on may enable users to invoke agents, execute prompt sequences, and apply drafting guidelines while working in Google Docs documents. The add-on may communicate with platform services through Google's API infrastructure. The add-on may synchronize reasoning objects between the Google Docs environment and centralized platform repositories.
[0135] Web-browser plugin integration may enable reasoning objects to operate across multiple web-based document editing platforms. The platform may provide a browser extension that installs into web browsers such as Chrome, Firefox, or Edge. The browser extension may detect when users are working in web-based document editors. The browser extension may inject platform functionality into the web page interface. The browser extension may enable users to invoke agents, execute prompt sequences, and apply drafting guidelines while working in various webbased editing environments. The browser extension may communicate with platform services through secure API connections.
[0136] API-accessible services may enable reasoning objects to be invoked programmatically by external applications. The platform may expose a REST API that provides endpoints for reasoning object operations. External applications may authenticate with the platform using API credentials. External applications may submit requests to execute agents, apply prompt sequences, or retrieve drafting guidelines. The platform may process these requests and return results in structured formats. The API may enable integration with custom applications, workflow automation systems, or third-party services.Knowledge Management
[0137] In some embodiments, sharing reasoning object repositories may function as a knowledge management system that captures and distributes an organization's accumulated expertise in document drafting. When a law firm, corporation, or professional services organization develops prompt libraries, drafting guidelines, training datasets, and agent configurations over time, those reasoning objects may embody the organization's institutional knowledge about how' to draft specific document types effectively. By packaging these reasoning objects into shareable repositories, the organization may transfer that knowledge to new team members, external collaborators, or clients without requiring manual training or repeated explanation of drafting standards. A senior attorney's repository may reflect decades of claim drafting experience distilled into prompt sequences and validation rules that a junior associate can apply immediately. A corporate legal department's repository may encode the company's risk tolerance, preferred contract terms, and negotiation strategies in a form that outside counsel can invoke to generate work product alignedPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 with the client's expectations. This knowledge management approach may enable organizations to scale their expertise across larger teams and preserve institutional knowledge when experienced practitioners retire or transition to other roles
[0138] The platform may implement repository versioning and update propagation to maintain knowledge currency across distributed teams. When a repository provider updates a drafting guideline reasoning object to reflect, by way of non-limiting example, a sample dataset change, the platform may propagate that update to all active subscribers (or corresponding master context file), ensuring that every user benefits from the provider's ongoing knowledge refinement. When a provider adds a new prompt sequence reasoning object that addresses a previously uncovered drafting scenario, subscribers may receive notification of the enhancement and optionally incorporate it into their active document sessions This continuous knowledge distribution may enable organizations to maintain consistency across geographically dispersed teams and ensure that all practitioners work from current best practices rather than outdated methodologies frozen at the time of initial training.Shared Repositories
[0139] The following provide a few, non-limiting, examples of collaboration in an Al-Centric Document Editing environment.Internal Sharing
[0140] In some embodiments, lawyers within a practice group may share repositories of reasoning objects and context parameters (referred to herein as “Al repositories”) designated by subject matter or applicant. For example, a patent prosecution practice group may maintain separate Al repositories for different technology areas, such as semiconductor devices, pharmaceutical compositions, or software architectures. Each repository may contain agents trained on prior art specific to that technology area, prompt libraries optimized for claim drafting conventions prevalent in that field, and training datasets derived from successful applications in that domain When a partner assigns a new matter to an associate, the partner may designate the appropriate subject-matter repository, ensuring that the associate's drafting outputs conform to the practice group's established conventions for that technology. Similarly, repositories may be designated by applicant, allowing the practice group to maintain client-specific parameters that reflect each applicant's preferred terminology, disclosure depth, and claim scope strategies External Sharing
[0141] In some embodiments, lawyers may share Al repositories with their clients, and clients may share repositories with their lawyers, with repositories designated by document type. A corporate client may maintain an Al repository for employment agreements that includes drafting guidelines reflecting the client's standard terms, agents trained on the client's preferred document reviews / revisions, and training datasets derived from previously negotiated agreements. The client may share this repository with outside counsel when requesting legal review of a new employment agreement. The lawyer may then apply the client's repository to generate proposed revisions that align with the client's established practices while incorporating legal updates or risk mitigation strategies. Conversely, a lawy er may share a litigation brief repository with a client's in-house legal team, enabling the client to draft initial fact summaries or discovery' responses using the lawyer's preferred formatting conventions and legal citation styles. This bidirectional sharing may reduce revision cycles and ensure that work product generated by either party' conforms to mutually understood parameters.Adverse SharingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0142] In some embodiments, contracting parties may share revisions over a contract using locked agentic interactions. When two parties negotiate a contract, each party may apply its own Al repository to generate proposed revisions However, the platform may lock the agentic interactions associated with each party's revisions, preventing the opposing party from modifying the agents, prompts, or context parameters that generated those revisions. For example, a buyer may propose a limitation of liability clause generated using the buyer's Al repository, which includes agents trained on the buyer's risk tolerance and drafting guidelines that prohibit certain indemnification language. The seller may view the proposed clause and the locked agentic interaction that generated it, but may not alter the buyer's repository' parameters. The seller may then generate a counterproposal using the seller's own Al repository with different parameters. The platform may maintain an audit trail showing which party's repository generated each revision, which agentic interactions were invoked, and what context parameters were applied This locked interaction model may provide transparency into the drafting rationale behind each party's positions while preventing unauthorized modification of the other party's drafting parameters.Agentic Integrations
[0143] The platform may support native agents, custom agents, and remote agents. These agents are fine-tuned with document editing functionality, built in to a natural language interface. Some agents represent an “Al” document draftsman. However, there may be no technical distinction between these agent types from the platform's perspective. Each agent may operate through the same standardized interface, receiving context parameters and reasoning objects, processing requests according to its configured instructions, and returning outputs in a common format. Whether an agent executes locally within the platform's infrastructure, operates as a user-configured custom agent with specialized parameters, or runs remotely on a third-party server, the platform may treat all agents identically in terms of invocation, context provision, and output integration. This uniform treatment may enable seamless interoperability and allow users to combine native, custom, and remote agents within a single drafting workflow without requiring different interaction patterns for different agent types.
[0144] The platform may integrate third-party agents through a standardized tool-calling interface. When the platform's native agent determines that a user's request requires external capabilities, the agent may generate a structured function call specifying the third-party service, required parameters, and expected output format. The platform may transmit this function call to the third-party agent's API endpoint along with necessary' context data, such as relevant document excerpts, uploaded files, or conversation history. The third-party agent may process the request using its specialized algorithms or datasets and return results in a format compatible with the platform's document editing workflow. The platform may then incorporate these results into the document or present them to the user for review and acceptance.
[0145] In some embodiments, the platform may call upon third-party agents that perform specific functions not native to the Al-centric document editor These third-party agents may operate as external services accessible via application programming interfaces, enabling the platform to extend its capabilities beyond its core drafting and editing functions. For example, a third-party agent may specialize in patent prior art searching, regulatory' compliance checking, financial modeling, technical diagram generation, or legal citation validation. When a user invokes a drafting operation that requires such specialized functionality, the platform may detect the need for external processing and automatically route a request to the appropriate third-party agent.
[0146] In some embodiments, third-party agents may be invoked to retrieve or generate content that the platform cannot produce natively. A patent drafting workflow may call upon a third-party prior art search agent that queriesPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 specialized patent databases, applies semantic similarity algorithms, and returns ranked lists of relevant prior art references with excerpted claim language. In turn, the context parameters may be updated to produce a better output (eg., claims writing style) A contract drafting workflow may invoke a third-party regulatory compliance agent that analyzes proposed contract terms against jurisdiction-specific statutes and returns flagged provisions that may violate applicable regulations. A technical specification workflow may call upon a third-party diagram generation agent that converts textual descriptions of system architectures into structured flowcharts or block diagrams. In each case, the platform may receive tire third-party agent's output and integrate it into the user's drafting context, enabling the user to incorporate externally generated content without leaving the document editing interface
[0147] Third-party agents may also perform validation or verification functions on content generated by the platform's native agents After the platform generates a draft contract clause, a third-party legal citation validator may verify that all cited statutes, regulations, and case law are correctly formatted and currently in force. After the platform generates a technical specification, a third-party standards compliance checker may confirm that terminology and measurement units conform to industry standards such as IEEE or ISO conventions. The platform may present validation results as inline annotations or summary reports, allowing the user to address identified issues before finalizing the document. This integration model may enable the platform to leverage specialized expertise maintained by third-party providers without requiring the platform to replicate that expertise in its native agent implementations. Auditing
[0148] In some embodiments, the platform may maintain comprehensive audit trails for all training datasets and context materials used in document editing sessions. Whenever a document is edited using generative Al, the platform may log the complete set of context materials that contributed to the generated output. This audit record may include identifiers for all input files, fine tuning files generated through preprocessing, agent conversation histories, training datasets, drafting guidelines, prompt sequences, and writing styles applied during the editing operation. Each audit entry may be timestamped and associated with the specific document section or paragraph that was generated or modified, creating a traceable link between every piece of generated content and the context materials that informed its creation.
[0149] The platform may implement bidirectional audit logging, maintaining two complementary audit trails. The first audit trail may be tied to the document itself, recording which context materials were used to generate or edit each portion of the document. When a user reviews a document paragraph, the user may access the audit log to view the specific input files, training datasets, agent interactions, and prompt sequences that contributed to that paragraph's content. The second audit trail may be tied to tire context materials, recording all documents for which those materials served as the basis for content generation. When a user reviews a training dataset or uploaded file, the user may access the audit log to view every document that incorporated content derived from that material. This bidirectional traceability may enable users to assess the provenance of document content and evaluate the downstream impact of changes to context materials.
[0150] In some embodiments, the platform may enforce granular sharing controls and permissions governing access to context materials. Users may designate which other users or user groups have permission to view, use, or modify specific Al repositories, training datasets, prompt libraries, or uploaded files These permissions may be controlled at multiple levels, including organizational level, practice group level, matter level, or individual document level. For example, a law finn may establish organization-wide permissions that allow all attorneys to view a baseline patent drafting repository, but restrict modification rights to senior partners. A corporate client may grant its outsidePATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 counsel permission to use the client's employment agreement repository when drafting documents for that client, but prohibit the law firm from using that repository for other clients' matters.
[0151] Clients may exercise control over which Al repositories their outside counsel may use when drafting documents on the client's behalf. A client may designate approved repositories that align with the client's risk tolerance, terminology preferences, and business objectives, and prohibit counsel from applying repositories that conflict with those parameters. The platform may enforce these restrictions by checking repository permissions before allowing an attorney to apply a repository to a client matter. If an attorney attempts to use an unauthorized repository, the platform may' block the operation and notify' the attorney that the selected repository' is not approved for that client. This permission model may enable clients to maintain consistency across work product generated by multiple law firms while preserving each firm's ability' to apply its own legal expertise through firm-specific agents and prompt sequences.
[0152] The platform may log all permission grants, revocations, and access attempts in the audit trail. When a user shares an Al repository with another user, the platform may record tire sharing event, including the identity of the sharing user, the recipient user, the specific repository shared, the permissions granted, and the timestamp. When a user accesses context materials for which they have been granted permission, the platform may' log the access event. When a user attempts to access context materials for which they lack permission, the platform may log the denied access attempt and optionally notify the owner of the context materials These audit logs may provide transparency into how context materials are shared and used across collaborative workflows, enabling organizations to monitor compliance with internal policies and external confidentiality obligations.Supervised Models
[0153] In some embodiments, the sharing of reasoning object repositories described above may constitute a form of supervised reasoning objects and models that document editor users may access without the burden of maintaining these resources themselves. When users subscribe to or license reasoning object repositories from providers such as law firms, professional service organizations, or specialized content creators, they may receive continuously updated and refined reasoning objects that reflect tire provider's evolving expertise and best practices. The subscribing users may benefit from the provider's ongoing maintenance efforts, including updates to prompt sequences as language models evolve, refinements to drafting guidelines based on regulatory changes, enhancements to agent behaviors derived from accumulated usage patterns, and additions to training datasets reflecting recent work product or industry developments.
[0154] This supervised model may relieve document editor users from the technical and administrative overhead of reasoning object maintenance. Rather than individually tracking model compatibility, updating prompt syntax for new API versions, or monitoring regulatory changes that affect drafting requirements, subscribers may rely on the repository provider to perform these maintenance tasks centrally The platform may automatically propagate updates from providers to subscribers, ensuring that users always work with current, validated reasoning objects without manual intervention. This arrangement may be particularly beneficial for smaller organizations or individual practitioners who lack the resources to maintain comprehensive reasoning object libraries independently.
[0155] The subscription or licensing model may also provide quality assurance through provider supervision. Repository providers may validate reasoning objects before publication, test compatibility with multiple language models, verify compliance with applicable standards or regulations, and incorporate feedback from multiple users to improve reasoning object effectiveness. Subscribers may thus access reasoning objects that have been vetted andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 refined through collective usage, rather than relying solely on their own limited testing and validation capabilities. This supervised approach may reduce the risk of errors or inconsistencies that could arise from individually maintained reasoning objects
[0156] Furthermore, the supervised reasoning object model may enable specialized expertise distribution. Domain experts may package their knowledge into reasoning object repositories that non-experts can apply effectively. For example, a patent law specialist may create reasoning objects encoding complex legal requirements that general practitioners can use to draft technically compliant patent applications. A regulatory compliance expert may develop reasoning objects that automatically enforce industry-specific requirements that users need not fully understand to apply correctly. Through subscription or licensing arrangements, users may access and apply specialized expertise embodied in reasoning objects without developing that expertise themselves
[0157] The platform may implement various subscription tiers that provide different levels of access to supervised reasoning objects. Basic subscriptions may grant read-only access to reasoning objects, allowing users to invoke them for document generation but not modify them. Professional subscriptions may permit limited customization while preserving core supervised elements. Enterprise subscriptions may enable organizations to create derivative reasoning objects while maintaining links to the supervised originals for update propagation. These tiered arrangements may allow users to balance the benefits of supervised reasoning objects with their needs for customization and controlDocument Editing Ecosystem
[0158] The Al-centric document editing platform may function as an ecosystem rather than a monolithic application This ecosystem characteristic may emerge from the platform's reliance on specialized reasoning objects tailored to specific document types, sections, and aspects. Without such specialization, users may remain constrained by the generic outputs produced by general-purpose language models. The document type, section, and aspect parameters may embody the specialization necessary to transform generic model capabilities into domain-specific document editing functionality.
[0159] Each document type may require distinct inference orchestration configurations and reasoning object datasets. A patent application may demand reasoning objects that enforce antecedent basis requirements, track reference numerals, and validate enablement adequacy. A contract may require reasoning objects that identify defined terms, enforce consistent party designations, and flag non-standard indemnification language. A technical specification may necessitate reasoning objects that maintain terminology consistency across sections, validate measurement unit usage, and ensure figure references correspond to actual drawings. The platform may accommodate these divergent requirements by enabling users to assemble document-type-specific collections of reasoning objects rather than applying uniform parameters across all document types.
[0160] Within a single document type, different sections may require different reasoning object configurations. In a patent application, the claims section may invoke reasoning objects that prioritize precision and antecedent basis checking, while the detailed description section may apply reasoning objects that emphasize enablement and consistent reference numeral usage. The abstract section may utilize reasoning objects that enforce word count limits and neutral tone. The background section may employ reasoning objects that avoid admissions of prior art and maintain appropriate citation formats. Each section may thus operate within its own specialized reasoning context, with the platform selecting and applying the appropriate reasoning objects based on the current section being edited.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0161] Even within a single section, different aspects of the content may require specialized reasoning objects. When drafting a patent claim, the preamble aspect may invoke reasoning objects that ensure proper claim type designation and transitional phrase selection The body aspect may apply reasoning objects that validate element relationships and maintain consistent terminology. The limitation aspect may utilize reasoning objects that assess claim scope and identify potential indefiniteness issues. The platform may detect which aspect the user is currently editing and dynamically adjust the active reasoning objects to match the aspect-specific requirements.
[0162] The ecosystem nature of the platform may enable users to write in tire style of their patent lawyer or other professional service provider. To achieve this capability, users may require access to sample documents produced by the target professional. The platform may analyze these sample documents to reverse engineer the professional's drafting guidelines, syntax patterns, structural conventions, and stylistic preferences This reverse engineering process may extract observable patterns from the sample documents and encode those patterns as reasoning objects. The resulting reasoning objects may capture the professional's characteristic word choices, sentence structures, section organization, and formatting conventions
[0163] The reverse-engineered drafting guidelines may be stored as reasoning objects within the platform's library system. These reasoning objects may include prompt sequences that replicate the professional's typical drafting workflow, writing style parameters that capture the professional's tone and terminology preferences, and drafting guidelines that enforce the professional's characteristic constraints and conventions Once stored, these reasoning objects may be processed by the inference orchestration engine when communicating with various language models for document editing purposes.
[0164] When a user initiates a document editing operation, the inference orchestration engine may retrieve the reasoning objects associated with the target professional's style. The engine may assemble these reasoning objects with the current document context, user instructions, and relevant training datasets. The assembled context may be transmitted to one or more language models via their respective APIs. The language models may generate outputs that reflect the professional's characteristic style because the reasoning objects constrain and guide the generation process according to the patterns extracted from the professional's sample documents.
[0165] The platform may support iterative refinement of professional style reasoning objects. As users generate document content using a professional's style reasoning objects, the platform may track which outputs the users accept, modify, or reject. The platform may analyze these user decisions to identify patterns indicating where the reasoning objects successfully replicate the professional's style and where they fall short. The platform may update the reasoning objects based on this feedback, progressively improving their ability to generate outputs matching the professional's style Over time, the reasoning objects may converge toward a faithful representation of the professional's drafting methodology.
[0166] The ecosystem model may enable multiple professionals within an organization to maintain separate style reasoning objects while sharing other reasoning objects. A law firm may maintain a shared repository of substantive legal reasoning objects that all attorneys use, such as claim drafting guidelines that enforce legal requirements or contract term libraries that reflect current case law. Simultaneously, each partner may maintain personal style reasoning objects that capture their individual drafting preferences. Junior associates may apply a partner's style reasoning objects when drafting documents for that partner's review, ensuring that the initial draft conforms to the partner's expectations and reducing revision cycles.
[0167] The platform may facilitate knowledge transfer through style reasoning object sharing. When a senior professional retires or transitions to a different role, their accumulated drafting expertise may persist in the form ofPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 reasoning objects derived from their work product. The organization may continue to apply these reasoning objects to maintain consistency with the professional's established conventions, even after the professional's departure. New team members may learn the organization's drafting standards by studying the reasoning objects and observing the outputs they generate, rather than relying solely on manual training or style guide documents that may become outdated.
[0168] The ecosystem may extend beyond individual organizations through marketplace distribution of reasoning objects. Specialized content providers may develop reasoning objects that embody best practices for particular document types, industries, or jurisdictions. These providers may offer their reasoning objects through subscription or licensing arrangements, enabling users to access professional-grade drafting capabilities without developing equivalent expertise internally A solo practitioner may subscribe to reasoning objects developed by a large firm's patent prosecution group, gaining access to sophisticated claim drafting methodologies that would be impractical to develop independently.
[0169] The platform may implement reasoning object compatibility standards that enable interoperability across different language models and platform versions. Reasoning objects may be defined using model-agnostic formats that specify instructions, parameters, and constraints without depending on the specific API syntax of any particular language model. The inference orchestration engine may translate these model-agnostic reasoning objects into the appropriate format for whichever language model the user selects This abstraction may enable users to switch betw een language models without recreating their reasoning object libraries, preserving their investment in reasoning object development as model technologies evolve.
[0170] The ecosystem may support reasoning object composition, where complex reasoning objects are constructed by combining simpler component reasoning objects. A comprehensive patent application reasoning object may incorporate component reasoning objects for claim drafting, specification drafting, figure generation, and citation formatting. Each component reasoning object may be maintained and updated independently, with changes automatically propagating to the composite reasoning objects that reference them This compositional approach may enable modular reasoning object development and facilitate reuse of common components across different document types.
[0171] The platform may provide reasoning object versioning to manage evolution over time. When a reasoning object is modified, the platform may create a new version while preserving previous versions. Users may select which version of a reasoning object to apply for a particular document, enabling them to maintain consistency with earlier work product or adopt updated methodologies for new projects. The platform may track which version of each reasoning object was used to generate each portion of a document, enabling users to understand how reasoning object changes affect document content and to reproduce earlier outputs if necessary.
[0172] The ecosystem may enable reasoning object inheritance hierarchies. A base reasoning object may define general parameters applicable to a broad category of documents, while derived reasoning objects may specialize those parameters for specific subcategories. For example, a base contract reasoning object may define general contract drafting guidelines, while derived reasoning objects may specialize those guidelines for employment agreements, licensing agreements, or merger agreements. Changes to the base reasoning object may automatically propagate to derived reasoning objects unless the derived reasoning objects explicitly override the inherited parameters This inheritance model may reduce duplication and ensure consistency across related reasoning objects.
[0173] The platform may implement reasoning object dependency management. When a reasoning object references other reasoning objects, training datasets, or external resources, the platform may track these dependenciesPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 and validate their availability before executing document editing operations. If a required dependency is missing or inaccessible, the platform may notify the user and suggest alternatives or prompt the user to provide the missing resource This dependency tracking may prevent errors that could arise from incomplete reasoning object configurations and ensure that all necessary context is available when generating document content.
[0174] The ecosystem may support reasoning object testing and validation frameworks. Users may define test cases that specify input conditions and expected outputs for reasoning objects. The platform may execute these test cases automatically when reasoning objects are modified, verifying that changes do not introduce regressions or unintended behavior. Test results may be logged and presented to users, enabling them to assess reasoning object quality before deploying them in production document editing workflows. This testing capability may be particularly valuable for organizations that maintain large reasoning object libraries and need to ensure consistency and reliability across numerous reasoning objects.
[0175] The platform may provide reasoning object analytics that track usage patterns and performance metrics. The platform may record how frequently each reasoning object is invoked, which users apply which reasoning objects, what types of documents utilize which reasoning objects, and how often reasoning object outputs are accepted versus modified by users. These analytics may enable reasoning object providers to identify popular reasoning objects, detect underutilized reasoning objects that may need improvement or better documentation, and assess the effectiveness of reasoning objects based on user acceptance rates Organizations may use these analytics to prioritize reasoning object development efforts and allocate resources to the reasoning objects that provide the greatest value.
[0176] The ecosystem may enable reasoning object marketplaces where providers publish reasoning objects for discovery and acquisition by users. The marketplace may provide search and filtering capabilities that enable users to find reasoning objects matching their document type, industry jurisdiction, or other criteria. Reasoning object listings may include descriptions, sample outputs, user reviews, and pricing information. Users may preview reasoning objects before subscribing or purchasing, testing them with sample documents to assess their suitability. The marketplace may implement rating and review systems that enable users to share feedback about reasoning object quality and effectiveness, helping other users make informed selection decisions.
[0177] The platform may support reasoning object customization workflows that enable users to adapt marketplace reasoning objects to their specific needs. After acquiring a reasoning object from the marketplace, a user may create a derived version that inherits the original reasoning object's parameters while adding user-specific modifications. The user's modifications may override inherited parameters where necessary while preserving the connection to the original reasoning object. When the marketplace provider updates the original reasoning object, the platform may offer to merge those updates into the user's derived version, enabling the user to benefit from provider improvements while maintaining their customizations.
[0178] The ecosystem may implement reasoning object certification programs where trusted authorities validate reasoning objects for compliance with standards, regulations, or best practices. A professional association may certify reasoning objects that conform to the association's drafting guidelines. A regulatory body may certify reasoning objects that enforce compliance with applicable regulations A standards organization may certify reasoning objects that implement industry standards Certified reasoning objects may display certification badges in the marketplace, providing users with confidence that the reasoning objects meet established quality criteria Certification may also enable organizations to demonstrate compliance with professional or regulatory requirements by documenting their use of certified reasoning objects.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0179] The platform may enable reasoning object collaboration features that allow multiple users to jointly develop and refine reasoning objects. A team may work together to construct a reasoning object, with each team member contributing specific components or parameters The platform may track each contributor's modifications, maintain version history, and provide conflict resolution mechanisms when multiple users modify the same reasoning object concurrently. Collaborative reasoning object development may enable organizations to pool expertise from multiple specialists, combining legal knowledge, technical expertise, and drafting experience into comprehensive reasoning objects that no single individual could develop alone.
[0180] The ecosystem may support reasoning object localization for different languages, jurisdictions, or regional conventions. A reasoning object developed for U.S patent applications may be adapted for European patent applications by modifying claim formatting rules, citation conventions, and terminology preferences A contract reasoning object developed for California law may be localized for New York law by adjusting statutory references and incorporating jurisdiction-specific legal requirements. The platform may provide tools that facilitate reasoning object localization, such as tenninology mapping tables, jurisdiction- specific rule libraries, and automated conversion utilities that adapt reasoning objects from one locale to another.
[0181] The platform may implement reasoning object access controls that enable fine-grained permission management. Reasoning object owners may designate which users or user groups have permission to view, use, modify, or share each reasoning object Permissions may be granted at multiple levels, including individual reasoning object level, reasoning object collection level, or repository level. The platform may enforce these permissions when users attempt to access reasoning objects, preventing unauthorized use or modification. Audit trails may record all permission grants, revocations, and access attempts, providing transparency into reasoning object usage and enabling organizations to monitor compliance with access policies.
[0182] The ecosystem may enable reasoning object subscription models where users pay recurring fees for ongoing access to reasoning object repositories. Subscription tiers may provide different levels of access, such as basic tiers that grant read-only access to a limited set of reasoning objects, professional tiers that provide full access to comprehensive reasoning object libraries, and enterprise tiers that include customization sendees and dedicated support. Subscription fees may be based on usage metrics such as the number of documents generated, the number of users accessing the reasoning objects, or the volume of content produced using the reasoning objects. The platform may track usage and calculate charges automatically, simplifying billing administration for reasoning object providers.
[0183] The platform may support reasoning object bundling where providers package related reasoning objects together for distribution as integrated solutions. A patent prosecution bundle may include reasoning objects for claim drafting, specification drafting, office action response drafting, and prosecution history documentation A contract negotiation bundle may include reasoning objects for initial draft generation, redline comparison, comment resolution, and final version preparation. Bundled reasoning objects may be configured to work together seamlessly, with shared terminology definitions, consistent formatting conventions, and coordinated workflows. Users may acquire bundles to obtain complete solutions for specific document workflows rather than assembling individual reasoning objects piecemeal.
[0184] The ecosystem may enable reasoning object recommendations based on user behavior and document characteristics When a user begins editing a document, the platform may analyze the document type, content, and context to identify reasoning objects that may be relevant. The platform may suggest reasoning objects that other users have applied to similar documents, reasoning objects that are popular within the user's organization or practice group, or reasoning objects that address gaps or issues detected in the current document. These recommendations may helpPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 users discover reasoning objects they were unaware of and ensure that they apply appropriate reasoning objects for their specific document editing tasks
[0185] The platform may implement reasoning object impact analysis that enables users to assess the effects of reasoning object changes before applying them. When a reasoning object is modified, the platform may identify all documents that currently use that reasoning object and simulate how the modification would affect those documents. The platform may generate reports showing which document sections would be affected, what types of changes would occur, and whether any conflicts or errors would be introduced. Users may review these impact analyses before deciding whether to apply reasoning object updates, enabling them to make informed decisions about reasoning object evolution and avoid unintended consequences.
[0186] The ecosystem may support reasoning object deprecation workflows that enable providers to phase out obsolete reasoning objects while minimizing disruption to users. When a provider determines that a reasoning object should no longer be used, the provider may mark it as deprecated and specify a recommended replacement reasoning object. The platform may notify users who currently use the deprecated reasoning object, providing information about the deprecation timeline and migration path. The platform may offer automated migration tools that convert documents using deprecated reasoning objects to use replacement reasoning objects, adjusting parameters and configurations as necessary to maintain equivalent functionality
[0187] The platform may enable reasoning object documentation systems that help users understand reasoning object functionality and usage. Each reasoning object may include embedded documentation describing its purpose, parameters, dependencies, and expected outputs. Documentation may include usage examples, best practices, and troubleshooting guidance. The platform may render this documentation in user-friendly formats, such as interactive help panels, searchable knowledge bases, or tutorial videos. Comprehensive documentation may reduce the learning curve for new reasoning objects and enable users to apply reasoning objects effectively without requiring extensive training or experimentation
[0188] The ecosystem may implement reasoning object quality metrics that provide objective measures of reasoning object effectiveness. Metrics may include user acceptance rates indicating how often reasoning object outputs are used without modification, error rates measuring how frequently reasoning objects produce invalid or inconsistent outputs, performance metrics tracking reasoning object execution time and resource consumption, and consistency scores assessing how reliably reasoning objects produce similar outputs for similar inputs. The platform may calculate these metrics automatically based on usage data and present them to users and providers, enabling data-driven reasoning object improvement and selection decisions.
[0189] The platform may support reasoning object A / B testing frameworks that enable providers to compare different reasoning object versions or configurations A provider may create multiple variants of a reasoning object and deploy them to different user groups. The platform may track performance metrics for each variant, such as user acceptance rates, editing time, and output quality scores. Statistical analysis may identify which variant performs better according to specified criteria. Providers may use A / B testing results to optimize reasoning object parameters, validate improvements before widespread deployment, and make evidence-based decisions about reasoning object design
[0190] The ecosystem may enable reasoning object feedback loops where user interactions with reasoning object outputs inform reasoning object refinement. When a user modifies content generated by a reasoning object the platfonn may analyze the modifications to identify patterns indicating reasoning object deficiencies. If multiple users consistently make similar modifications to outputs from the same reasoning object, the platform may flag thePATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 reasoning object for review and suggest potential improvements. Reasoning object providers may review this feedback and update reasoning objects to address common issues, creating a continuous improvement cycle driven by actual usage patterns
[0191] The platform may implement reasoning object provenance tracking that maintains complete records of reasoning object origins, modifications, and usage. Each reasoning object may include metadata documenting who created it, when it was created, what sources informed its development, and how it has evolved over time. When a reasoning object is derived from another reasoning object, the platform may record the derivation relationship and preserve links to the source reasoning object This provenance information may enable users to assess reasoning object trustworthiness, understand reasoning object design rationale, and trace reasoning object lineage when investigating document generation issues
[0192] The ecosystem may support reasoning object interoperability standards that enable reasoning objects developed for one platform to be used on other platforms. Standardized reasoning object formats may specify how instructions, parameters, dependencies, and metadata should be encoded in platform-independent representations. Platforms implementing these standards may import reasoning objects from external sources and export reasoning objects for use elsewhere. This interoperability may prevent vendor lock-in, enable reasoning object portability across organizational boundaries, and foster a broader ecosystem of reasoning object development and sharing that transcends individual platform implementations
[0193] The agent marketplace may form an integral component of the ecosystem by providing a centralized platform for the distribution and acquisition of specialized agents. The marketplace may enable users to discover agents that have been developed by third parties for specific use cases or technical domains. Each agent available in the marketplace may be configured to perform particular functions within the document editing environment.
[0194] The marketplace may support multiple categories of agents that may be organized according to their intended application Conversational agents may be offered for specialized interactions with users during document preparation Drafting agents may be provided to generate content according to predefined styles or technical requirements. Review agents may be made available to perform quality' assurance functions on completed or inprogress documents. Each category of agent may be further subdivided based on technical field, document type, or functional specialization.
[0195] Third-party developers may contribute agents to the marketplace through a submission process that may include validation and testing procedures. The submission process may require developers to provide metadata describing the agent's capabilities, training data sources, and intended use cases. The metadata may be stored in association with the agent and may be made searchable to facilitate discovery by potential users The validation process may verify that submitted agents comply with security requirements and interface specifications.
[0196] The marketplace may implement a subscription model for agent access. Users may subscribe to individual agents or to collections of agents organized by theme or provider. Subscription terms may vary based on the complexity of the agent and the computational resources required for its operation. Some agents may be offered on a pcr-usc basis while others may require recurring subscription fees. The subscription module may track usage metrics for each agent and may generate billing records accordingly.
[0197] Revenue sharing mechanisms may be implemented to compensate third-party developers for agents distributed through the marketplace. The system may track each instance of agent usage and may allocate a portion of subscription or usage fees to the agent developer. Revenue sharing percentages may be configurable and may varyPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 based on the type of agent or the terms negotiated with individual developers. Transaction records may be maintained to provide transparency in revenue distribution.
[0198] The marketplace may provide rating and review functionality to enable users to evaluate agents before subscription. Users who have subscribed to and used an agent may submit ratings based on the agent's performance and utility. Written reviews may be collected to provide qualitative feedback regarding agent capabilities and limitations. Aggregate ratings may be calculated and displayed alongside agent listings to assist users in making informed selection decisions.
[0199] Agent updates may be distributed through the marketplace infrastructure. When a developer releases an updated version of an agent, the marketplace may notify subscribed users of the availability of the update. Users may be provided with options to accept or defer updates based on their preferences Version control mechanisms may maintain records of agent versions and may enable users to revert to previous versions if compatibility issues arise.
[0200] The marketplace may implement access control mechanisms to restrict agent availability based on organizational policies or licensing agreements. Certain agents may be designated as available only to users within specific organizations or practice groups. Geographic restrictions may be applied to comply with jurisdictional requirements or licensing limitations. The access control system may verify user credentials and organizational affiliations before permitting agent subscription or use.
[0201] Integration between the marketplace and the library module may enable subscribed agents to be incorporated into a user's personal agent library. Upon subscription, an agent may be automatically added to the user's available agent collection. The agent may then be invoked through the same interface used for native and custom agents. Marketplace agents may be distinguished from other agent types through visual indicators or organizational hierarchies within the library interface.
[0202] The marketplace may support agent bundling to provide collections of related agents at preferential pricing. A bundle may include multiple agents designed to work together in a coordinated workflow. For example, a patent drafting bundle may include separate agents for claims generation, specification drafting, and abstract preparation. Bundle subscriptions may be managed as single units with unified billing and access control.
[0203] Search and discovery functionality may be provided to help users locate agents relevant to their needs. Search queries may be processed against agent metadata including descriptions, capabilities, and technical classifications. Filtering options may enable users to narrow results based on criteria such as document type, technical field, or rating threshold. Featured agents may be highlighted based on popularity metrics or editorial selection.
[0204] The marketplace may maintain a testing environment where users may evaluate agents before committing to a subscription The testing environment may provide limited functionality or usage quotas to enable assessment of agent performance. Test sessions may be time-limited or restricted to sample documents. Performance during testing may be tracked separately from production usage.
[0205] Agent compatibility information may be maintained and displayed to inform users of any dependencies or requirements An agent may require specific training datasets, context files, or system configurations to function properly. Compatibility metadata may indicate which document types or workflows arc supported by each agent. Incompatibility warnings may be generated when a user attempts to subscribe to an agent that may not function properly in their environment
[0206] The marketplace may implement a certification program for agents that meet defined quality standards. Certified agents may undergo additional testing and validation procedures beyond basic submission requirements.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 Certification status may be displayed prominently in agent listings and may serve as a quality indicator for users. Certification criteria may include performance benchmarks, security audits, and documentation completeness.
[0207] Analytics regarding agent usage patterns may be collected and made available to developers through a dashboard interface. Developers may view metrics such as subscription counts, usage frequency, and user retention rates. Performance data may be aggregated across all users to protect individual user privacy while providing meaningful feedback to developers. These analytics may inform decisions regarding agent improvements and feature additions.
[0208] The marketplace may support promotional mechanisms to increase visibility for new or featured agents. Promotional placements may be offered to developers on a paid or merit basis. Time-limited trials may be enabled to encourage user adoption of new agents Promotional campaigns may be coordinated with product launches or seasonal demand patterns.
[0209] Cross-platform compatibility may be maintained to ensure that marketplace agents function consistently across different deployment environments. Agents may be packaged with standardized interfaces that abstract underlying platform differences Compatibility testing may be performed across supported platforms before agents arc approved for marketplace distribution. Platform- specific variations may be documented and communicated to users during the subscription process.
[0210] The document editor may propose prompts based on the conversation history, context, and various input parameters. The system may analyze the current state of the document to identify gaps or incomplete sections. The system may analyze the conversation history to understand the user's intent and objectives. The system may analyze the input parameters such as selected training datasets and drafting guidelines. Based on this analysis, the system may generate proposed prompts that the user can employ to generate content into the document. The proposed prompts may be tailored to address specific gaps or to continue the logical flow of the document.
[0211] The document editor may also propose prompt sequences that the user can employ. A prompt sequence may comprise an ordered collection of prompts designed to generate a complete section or multiple sections of the document. The system may analyze the document structure and identify sections that need to be created or expanded. The system may generate a prompt sequence that guides the user through the creation of those sections in a logical order. The user may execute the entire prompt sequence automatically, or the user may execute individual prompts from the sequence one at a time.
[0212] The document editor may reflect the user's writing style. The system may analyze samples of tire user's previous writing to identify characteristic patterns and preferences. The system may adjust the tone, vocabulary, and sentence structure of generated content to match the user's writing style The system may apply the user's writing style consistently across all generated content to ensure a uniform voice throughout the document.
[0213] The document editor may achieve writing style matching by accessing a sample data set associated with the user. The sample data set may comprise historical documents authored by the user. The sample data set may comprise emails, reports, or other written communications created by tire user. The system may process tire sample data set to extract writing style parameters such as average sentence length, vocabulary’ preferences, and grammatical patterns. The system may use these parameters to fine-tune the prompts and content generation process.
[0214] The document editor may also access a training data set associated with the user The training data set may contain a history of files created by the user in the document editor. The training data set may include documents of various types that the user has previously created. The system may use the training data set to fine-tune promptsPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 not just to the document content, but to the user's w riting style The fine-tuning process may adjust the parameters of the Al model to better align with tire user's preferences and patterns.
[0215] The document editor may access training data sets associated with the document type The document type training data set may comprise examples of documents of the same type created by various users. The document type training data set may provide context and structure that is specific to the document type. The system may use the document type training data set to ensure that generated content adheres to the conventions and requirements of the document type.
[0216] The document editor may also access training data sets associated with a company or group. The company or group training data set may comprise documents created by members of the company or group. The company or group training data set may reflect the preferred writing style, terminology, and formatting conventions of the organization. The system may use the company or group training data set to ensure that generated content aligns with organizational standards and expectations.
[0217] The document editor may enable a marketplace of agents and datasets. The marketplace may allow third-party developers to create and distribute agents that perform specialized tasks. The marketplace may allow third-party developers to create and distribute training datasets that provide context for specific industries or applications. Users may browse the marketplace to discover agents and datasets that meet their needs. Users may subscribe to agents and datasets offered by third parties
[0218] Users may subscribe to different writing styles offered in the marketplace. A writing style subscription may provide access to a training dataset that embodies the writing style of a particular individual or organization. For example, a user may subscribe to the writing style of their lawyer to ensure that legal documents match the lawyer's preferred tone and structure. A user may subscribe to the writing style of their media person to ensure that public communications align with the organization's brand voice. A user may subscribe to the writing style of their boss to ensure that internal documents meet the boss's expectations.
[0219] Users may also subscribe to training data sets from third parties A training data set subscription may provide access to specialized reference materials and examples. For example, a user may subscribe to a training data set that contains examples of successful patent applications in a specific technology field. A user may subscribe to a training data set that contains examples of effective legal briefs in a particular jurisdiction. The subscribed training data sets may be integrated into the document editor and used during content generation
[0220] The subscription to third-party writing styles and training data sets may ensure that the user's output corresponds to the writing style, data, accuracy, and structure of the third parties they have subscribed to. The system may apply the subscribed writing style during content generation to match the tone and vocabulary of the third party The system may reference the subscribed training data set to ensure that generated content includes relevant examples and follows established patterns. The system may validate generated content against the standards and conventions embodied in the subscribed resources.
[0221] The document editor may allow users to manage multiple subscriptions simultaneously. A user may subscribe to multiple writing styles and switch between them depending on the intended audience for the document. A user may subscribe to multiple training data sets and select the most relevant data set for each document or section. The system may provide a user interface that allows the user to view active subscriptions and select which subscriptions to apply to the current document.
[0222] The document editor may track usage of subscribed resources. The system may record which writing styles and training data sets were used for each document. The system may generate analytics that show how frequentlyPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 each subscription is used. The system may provide feedback to third-party providers regarding the usage and effectiveness of their resources. The system may allow users to rate and review subscribed resources to help other users make informed subscription decisionsMulti-Entry Point Workflow
[0223] In some embodiments, a user may initiate document analysis or drafting using a general-purpose conversational Al interface such as ChatGPT, and subsequently transfer the conversation context to the Al-centric document editing platform to build agents and prompt sequences. For example, a client may upload a draft contract to ChatGPT and engage in a discussion about specific clauses, risk allocation strategies, or negotiation priorities. The conversational Al may generate responses, propose revisions, and clarify the client's objectives through iterative dialogue. Once the client has refined their requirements through this conversation, tire client may export the conversation to the Al-centric document editor. The platform may analyze the conversation to identify tire client's stated preferences, extract proposed language, and generate agents configured to apply those preferences when editing the contract. The platform may also derive prompt sequences that replicate the conversational Al's revision methodology, enabling the client to apply consistent edits across multiple contract sections or related documents.
[0224] In some embodiments, this workflow may be performed by a single user working independently, or may be shared across multiple users in a collaborative engagement. A client may begin the process by discussing a contract with ChatGPT, refining their requirements through conversational iteration. The client may then send the conversation transcript along with the draft contract to their lawver via the Al-centric document editor. The lawyer may import the conversation into the platform, which may automatically generate agents trained on the client's stated preferences and prompt sequences derived from the conversational ATs proposed revisions. This may be combined with tire lawyers own selected Al Repository. The lawyer may then apply these client-derived agents to the contract, generating edits that align with the client's objectives while incorporating the lawyer's legal expertise. This may enable the lawyer to produce revisions that reflect the client's business priorities without requiring the client to articulate those priorities in formal drafting instructions The platform may maintain separate agent contexts for the client-derived preferences and the lawyer's legal analysis, allowing the lawyer to toggle between client-focused edits and lawyer-focused risk mitigation strategies.
[0225] The multi-entry point workflow may enable users to initiate document creation and editing operations through various access pathways that converge within the Al-centric document editing platform Each entry point may provide a distinct interface for user interaction while maintaining access to the platform's underlying reasoning objects, context processing capabilities, and inference orchestration functionality. The platform may preserve continuity of context and reasoning object associations as users transition between different entry points during the document lifecycle.
[0226] A user may begin document planning through a third-party conversational Al platform such as ChatGPT or Claude. The user may engage in exploratory' dialogue with the conversational Al to articulate document requirements, clarify structural preferences, and refine content specifications. The conversational Al may generate responses that reflect the user's stated objectives and may propose language or organizational approaches based on the dialogue. The platform may provide mechanisms for importing the conversation transcript from the third-party platfonn into the Al-centric document editor. In some embodiments, a middle layer such as the project management module may be employed. The import operation may transfer the conversation history along with any associated context such as uploaded files or referenced materials.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0227] Upon import (e.g., through bi-dircctional API communication) the platform may analyze the conversation transcript to extract structured information that can be transformed into reasoning objects. The analysis may identify drafting preferences expressed by the user during the conversation The analysis may detect terminology patterns that indicate the user's preferred vocabulary. The analysis may recognize structural conventions that the user has endorsed through acceptance of conversational Al suggestions. The analysis may extract content specifications that define what information should be included in the document. The platform may generate agents configured to apply the extracted preferences during subsequent document editing operations. The platform may construct prompt sequences that replicate the iterative refinement process observed in the conversation. The platform may derive writing style parameters that capture the tone and formality level evident in the user's conversational inputs.
[0228] The conversation-derived reasoning objects (e g , prompt sequences, custom agents workflows, drafting guidelines, drawings, and the like) may be stored in the user's Al repository associated with the document type discussed in the conversation. The user may subsequently apply these reasoning objects when editing documents of the same type. The reasoning objects may be modified by the user to refine their behavior based on observed outputs. The reasoning objects may be shared with other users who require access to the same drafting methodology.
[0229] A client may initiate document requirements gathering through a conversational Al platform. The client may upload a draft document to tire conversational Al and request analysis or revision suggestions. The client may engage in dialogue to clarify business objectives, risk tolerance, or negotiation priorities The conversational Al may generate proposed revisions that reflect the client's stated preferences. The client may accept some proposals and reject others, creating a record of which approaches align with the client's objectives. The client may export the conversation transcript along with the draft document.
[0230] The client may transmit the conversation transcript and / or a draft document to their attorney through an integration between third-party agcntic platforms. The platform may provide a sharing mechanism that enables the client to designate the attorney as a recipient of the materials. The sharing mechanism may transfer the conversation transcript, the draft document, and any associated context files (e g , email or datastore integrations available to the third-party agentic platforms) to the attorney's platform environment The attorney may receive notification that the client has shared materials requiring review.
[0231] The attorney may import the client's conversation transcript into the platform. The platform may analyze the transcript to generate client-derived reasoning objects that embody the client's stated preferences. The platform may create agents trained on the client's terminology choices, risk allocation preferences, and negotiation priorities. The platform may construct prompt sequences that replicate tire revision methodology endorsed by the client during the conversational Al interaction The platform may derive drafting guidelines that prohibit language or approaches that the client explicitly rejected during the conversation.
[0232] The attorney may load the draft document into the document editor The attorney may select the client-derived reasoning objects for application to the document The attorney may also select the attorney's own reasoning objects that embody legal expertise and risk mitigation strategies. The platform may enable the attorney to toggle between client-focused reasoning objects and attorney-focused reasoning objects during the editing process. The attorney may generate revisions that align with the client's business objectives while incorporating legal analysis and compliance considerations
[0233] The platform may maintain separate agent contexts for client-derived preferences and attorney-derived legal analysis The client-derived agent context may contain the conversation history from the client's interaction with the third-party conversational Al. The attorney- derived agent context may contain the attorney's internal deliberationsPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 and legal research. The platform may enable the attorney to invoke the client-derived agent to generate edits that prioritize business considerations. The platform may enable the attorney to invoke the attorney- derived agent to generate edits that prioritize legal risk mitigation The attorney may compare outputs from both agents and select the approach that best balances competing considerations.
[0234] Accordingly, the multi-entry point workflow may support iterative collaboration between client and attorney (i.e., any two users). The attorney may generate revised document content using the combined reasoning objects. The attorney may export tire revised document along with annotations explaining the rationale for specific changes. The attorney may transmit the annotated document back to the client through the platform's sharing mechanism. The client may review tire revisions and provide feedback through a subsequent conversational Al session The client may export the feedback conversation and transmit it to the attorney The attorney may import the feedback conversation and update the client-derived reasoning objects to reflect the client's refined preferences. This iterative process may continue until the document satisfies both parties' requirements.
[0235] document requirements with a third-party conversational Al. The user may export the conversation and import it into the Al-centric document editor. The user may apply the conversation-derived reasoning objects to generate initial document content. The user may review the generated content and engage in further dialogue with the platform's native agents to refine the output. The user may iteratively adjust the reasoning objects based on observed results until the document meets the user's standards
[0236] The multi-entry point workflow may accommodate users who prefer to conduct initial exploration on familiar conversational Al platforms before transitioning to specialized document editing tools. Users may leverage the natural language interface and broad knowledge base of general-purpose conversational Al platforms during the requirements gathering phase. Users may benefit from the conversational Al's ability to generate creative suggestions and explore alternative approaches without commitment. Users may then transition to the Al-centric document editor to apply the insights gained during exploration to formal document production with specialized drafting capabilities
[0237] The platform may provide API endpoints that enable third-party conversational Al platforms to directly integrate with the Al-centric document editor. A custom GPT configuration on a third-party platform may invoke platform APIs to transfer conversation context in real time. The custom GPT may call platform APIs to retrieve available reasoning objects that the user can apply. The custom GPT may call platform APIs to execute prompt sequences and return generated content to the conversational interface. This API integration may enable seamless transitions between conversational exploration and formal document editing without requiring manual export and import operations.
[0238] The platform may support browser-based entry points through web applications or browser extensions A user may access the platform through a web browser without installing native applications. The web-based interface may provide access to all platform functionality including agent conversations, prompt execution, and document editing. A browser extension may enable users to capture content from web pages and inject it into the platform's context processing system. The browser extension may detect when a user is viewing a document in a web-based editor and may offer to apply platform reasoning objects to that document
[0239] The platform may support email-based entry for users who prefer email workflows. A user may compose an email containing drafting instructions and send it to a designated platform email address The platform may parse the email content to extract instructions and any attached files. The platform may process the instructions as prompts and generate document content. The platform may return the generated content to the user via email reply. The email thread may be preserved as part of the document's context history.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664
[0240] The platform may integrate with document management systems to provide entry points within existing enterprise repositories. A user may browse documents in a document management system and select a document for editing The document management system may invoke platform APIs to open the document in the Al-centric document editor. The user may apply reasoning objects and generate content within the platform interface. The platform may save the edited document back to the document management system with updated metadata. The document management system may track version history and access permissions according to its own policies.
[0241] The platform may support collaborative entry points where multiple users access the same document simultaneously through different interfaces One user may work in a native desktop application while another user works in a web browser. The platform may synchronize document state in real time across all active sessions. The platform may display cursor positions and active selections for all users to prevent conflicting edits The platform may implement operational transformation or conflict-free replicated data types to resolve simultaneous edits consistently.
[0242] The platform may provide programmatic entry through command-line interfaces or scripting APIs. Advanced users may write scripts that invoke platform functionality to automate repetitive drafting tasks. Scripts may load documents, apply reasoning objects, execute prompt sequences, and save results without user interaction Scripts may be scheduled to run at specific times or triggered by external events. This programmatic access may enable integration with continuous integration systems or automated workflow pipelines.
[0243] The platform may enable enlry through third-party productivity applications such as project management tools or communication platforms. A project management tool may display document editing tasks and provide links that open documents in the Al-centric document editor. A communication platform may enable users to discuss documents and invoke platform functionality through chat commands. These integrations may reduce context switching and enable users to access platform capabilities within their existing workflow environments.
[0244] The platform may implement session continuity mechanisms that preserve user state across different entry points. A user may begin editing a document on a desktop computer, continue editing on a mobile device during travel, and complete editing on a web browser at a different location The platform may synchronize document content, reasoning object selections, agent conversation history, and cursor position across all sessions. The user may resume work at any entry point without loss of context or progress.
[0245] The platform may provide entry point analytics that track which interfaces users prefer and how they transition between entry points. Analytics may identify common workflow patterns such as users who begin with conversational Al exploration and transition to formal editing Analytics may measure the time users spend in each entry point and the types of operations performed. Analytics may inform platform development priorities by identifying which entry points are most valuable to users and which transitions are most frequent
[0246] The platform may enable entry point customization where users configure which interfaces are available and how they behave. A user may disable certain entry points that are not relevant to their workflow. A user may configure default reasoning objects that are automatically applied when entering through specific interfaces A user may define custom keyboard shortcuts or voice commands for frequently used operations. These customization options may enable users to optimize the platform for their individual preferences and work habits.
[0247] The platform may implement entry point security controls that enforce authentication and authorization requirements appropriate for each interface Web-based entry points may require multi-factor authentication APIbased entry points may require API keys or OAuth tokens. Mobile applications may support biometric authentication such as fingerprint or face recognition. The platform may enforce consistent access control policies across all entry points while accommodating the technical capabilities and security characteristics of each interface.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0248] The platform may provide entry’ point documentation that explains how to access and use each interface. Documentation may include setup instructions for installing browser extensions or mobile applications. Documentation may provide examples of API calls for programmatic access Documentation may describe integration procedures for third-party platforms. Documentation may be accessible through the platform's help system and may be searchable by entry point type or use case.
[0249] The platform may support entry point extensibility through plugin architectures that enable third-party developers to create new interfaces. Developers may implement custom entry points that integrate with specialized tools or workflows. Developers may publish entry point plugins to a marketplace where users can discover and install them. The platform may provide software development kits and documentation to facilitate entry’ point development. This extensibility may enable the platform to adapt to emerging technologies and user requirements without requiring modifications to the core platform.ModulesDrafting Module
[0250] Referring now to FIG. 2, one embodiments of an Al-Centric Document Editing Interface 200 is illustrated. The Al-Centric Document Editing Interface 200 may comprise a Document Interface Module 205. The Document Interface Module 205 may provide a primary workspace for viewing and editing document content. The Document Interface Module 205 may display text content in a format that may resemble conventional word processing applications. The Document Interface Module 205 may enable users to interact with document text through standard editing operations
[0251] The Al-Centric Document Editing Interface 200 may further comprise an Inference Orchestration Engine front-end 210 front-end In some embodiments, the Inference Orchestration Engine front-end 210 may be positioned adjacent to the Document Interface Module 205. The Inference Orchestration Engine front-end 210 may provide controls and interfaces for managing Al-assisted document editing operations and interfacing with the various modules disclosed herein. The Inference Orchestration Engine front-end 210 may coordinate reasoning objects to control how generative Al models process and generate content.
[0252] The Al-Centric Document Editing Interface 200 may include a Document Type, Section, Aspect Pane 215. The Document Type, Section, Aspect Pane 215 may display a hierarchical structure of the document being edited. The Document Type, Section, Aspect Pane 215 may enable navigation through different sections of the document. The Document Type, Section, Aspect Pane 215 may provide a search functionality for locating specific content within the document
[0253] The Document Interface Module 205 may occupy a central portion of the Al-Ccntric Document Editing Interface 200. The Document Interface Module 205 may display document content in a scrollable viewing area. The Document Interface Module 205 may render text with formatting that may preserve the visual appearance of the document. The Document Interface Module 205 may support tracked changes and annotations that may be generated through Al-assisted editing operations.
[0254] The Inference Orchestration Engine front-end 210 may be implemented as a sidebar panel within the AI-Centric Document Editing Interface 200. The Inference Orchestration Engine front-end 210 may contain multiple tabs for accessing different functional modules. The Inference Orchestration Engine front-end 210 may provide access to drafting tools, conversational agents, input file management, review capabilities, drawing management, and rulePATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 configuration The Inference Orchestration Engine front-end 210 may coordinate the application of reasoning objects during content generation operations
[0255] The Document Type, Section, Aspect Pane 215 may be positioned on a side of the Al-Centric Document Editing Interface 200. The Document Type, Section, Aspect Pane 215 may display a tree-structured outline of document sections. The Document Type, Section, Aspect Pane 215 may enable users to navigate to specific sections by selecting entries in the outline. The Document Type, Section, Aspect Pane 215 may provide visual indicators showing the current location within tire document structure.
[0256] The Document Interface Module 205 may serve as a bidirectional interface between the user and the document content. The Document Interface Module 205 may receive content generated by the Inference Orchestration Engine front-end 210 The Document Interface Module 205 may display generated content with visual indicators distinguishing it from manually entered text. The Document Interface Module 205 may enable users to accept, modify, or reject Al-generated content.
[0257] The Inference Orchestration Engine front-end 210 may assemble context parameters based on document state and user selections. The Inference Orchestration Engine front-end 210 may process context thr ough compression algorithms when needed. The Inference Orchestration Engine front-end 210 may construct prompts by combining instructions with processed context. The Inference Orchestration Engine front-end 210 may direct generative Al models to process the constructed prompts
[0258] The Document Type, Section, Aspect Pane 215 may provide search functionality for locating specific content within the document. The Document Type, Section, Aspect Pane 215 may display search results in a list format. The Document Type, Section, Aspect Pane 215 may enable users to navigate to search result locations within the document. The Document Type, Section, Aspect Pane 215 may support filtering of displayed sections based on document type or aspect.
[0259] The Al-Centric Document Editing Interface 200 may enable seamless interaction between the Document Interface Module 205 and the Inference Orchestration Engine front-end 210 The Al-Centric Document Editing Interface 200 may maintain synchronization between the document content displayed in the Document Interface Module 205 and the editing operations managed by the Inference Orchestration Engine front-end 210. The Al-Centric Document Editing Interface 200 may provide visual feedback indicating when Al-assisted operations are in progress.
[0260] The Document Interface Module 205 may support cursor positioning that may influence context parameter selection. The Document Interface Module 205 may track the current editing location within the document. The Document Interface Module 205 may provide cursor location information to the Inference Orchestration Engine front-end 210 The Document Interface Module 205 may enable the Inference Orchestration Engine front-end 210 to generate context-aware content based on cursor position.
[0261] The Inference Orchestration Engine front-end 210 may provide controls for configuring reasoning objects. The Inference Orchestration Engine front-end 210 may enable users to select agents, prompt libraries, writing styles, and drafting guidelines. The Inference Orchestration Engine front-end 210 may apply selected reasoning objects during content generation operations. The Inference Orchestration Engine front-end 210 may maintain associations between reasoning objects and document types or sections.
[0262] The Document Type, Section, Aspect Pane 215 may display document structure according to document type definitions. The Document Type, Section, Aspect Pane 215 may adapt the displayed outline based on the selected document type. The Document Type, Section, Aspect Pane 215 may provide section-specific navigation that mayPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 account for document type conventions. The Document Type, Section, Aspect Pane 215 may enable users to identify document aspects that may span multiple sections.
[0263] The Al-Centric Document Editing Interface 200 may support multiple document types through the Document Type, Section, Aspect Pane 215. The Al-Centric Document Editing Interface 200 may adapt the interface layout based on the selected document type. The Al-Centric Document Editing Interface 200 may provide document-type-specific controls through the Inference Orchestration Engine front-end 210 The Al-Centric Document Editing Interface 200 may maintain document type associations with reasoning object repositories
[0264] The Document Interface Module 205 may display content with formatting that may be preserved during Al-assisted editing operations. The Document Interface Module 205 may maintain paragraph styles, font attributes, and structural elements The Document Interface Module 205 may apply formatting rules based on document type requirements. The Document Interface Module 205 may ensure that generated content conforms to formatting conventions.
[0265] The Inference Orchestration Engine front-end 210 may receive user instructions through prompt input fields. The Inference Orchestration Engine front-end 210 may process user instructions in combination with context parameters. The Inference Orchestration Engine front-end 210 may generate content that may respond to user instructions while adhering to reasoning object constraints. The Inference Orchestration Engine front-end 210 may provide feedback on content generation operations
[0266] The Document Type, Section, Aspect Pane 215 may enable users to define custom document structures. The Document Type, Section, Aspect Pane 215 may support hierarchical organization of document sections. The Document Type, Section, Aspect Pane 215 may provide controls for adding, removing, or reordering sections. The Document Type, Section, Aspect Pane 215 may maintain section definitions as part of document type configurations.
[0267] The Al-Centric Document Editing Interface 200 may provide visual indicators distinguishing different interface components. The Al-Centric Document Editing Interface 200 may use borders, shading, or color coding to delineate the Document Interface Module 205, Inference Orchestration Engine front-end 210, and Document Type, Section, Aspect Pane 215. The Al-Centric Document Editing Interface 200 may enable users to resize or reposition interface components. The Al-Centric Document Editing Interface 200 may maintain user interface preferences across editing sessions
[0268] In some embodiments, the platform may implement an inference orchestration engine that coordinates reasoning objects to control how generative Al models process and generate content. Reasoning objects may include agents, prompt libraries, fine tuning files, writing styles, drafting guidelines, training datasets, generative models, and context parameters The inference orchestration engine may assemble, sequence, and apply these reasoning objects to construct prompts, manage context, and direct model inference operations for document drafting tasks.Obtaining Context
[0269] The platform may determine user intent by assembling context from multiple sources. These sources may include the document being edited, agent conversations, uploaded files, referenced materials, and user-provided instructions. The assembled context may be combined to form one or more instructions for a language model. The inference orchestration engine may receive these instructions when commanded to generate output or perform document edits. The inference orchestration engine may coordinate reasoning objects to direct model inference operations. The reasoning objects may encapsulate processing logic for specific document operations. The platform may process the content through pre-processing operations, post-processing operations, or both. Context parametersPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 may define aspects of the document editing environment. Context parameters may further define information sources used for content generation. The information sources may include Al repositories that store reusable reasoning objects. The Al repositories may contain prompt libraries, agent definitions, and training datasets The platform may aggregate context from disparate sources to provide information to generative models. The reasoning objects may be retrieved from the Al repositories based on document type or user selection The inference orchestration engine may validate reasoning objects prior to execution.
[0270] In some embodiments, any material used to provide an instruction or prompt to tire LLM may be considered a context parameter. Users may select training datasets to be used on a pcr-documcnt level. The selections may stay with the document. When the document may be loaded next, the context parameters and Al repositories selected with the documents may persist Context may be derived based on cursor location, and the content surrounding tire cursor location, referred to as incomplete text The incomplete text may be what has been written in the document up until the location of a cursor. The incomplete text may be what has been written in the document after the cursor. The incomplete text may be what has been written in the document around tire cursor.
[0271] The following are some non-limiting examples of context sources.Input File Specification
[0272] Input files may be designated for use in context assembly via the Inputs Module. The platform may obtain input files from several sources. User uploads may provide one source of input files. The user may upload files directly through tire platform interface. Hyperlinks may provide another source of input files. The platform may retrieve documents referenced by hyperlinks. Document retrieval systems may provide input files from external repositories. File compilation based on context may generate input files dynamically. For example, agents engaged in conversation may compile relevant information into input files. Third-party agents may provide input files through API connections.Document Content Integration
[0273] With reference to the Document Interface Module, the document being edited may serve as a source of context information. The platform may incorporate content that has been drafted already into the context assembly. The relative location within the document may determine which content is included The platform may derive the relative location from the cursor position. The cursor location may indicate the section or subsection currently being edited. The platform may extract entire sections or sub-sections of the document for context. Section boundaries may be defined by tire document type specification. Alternatively, section boundaries may be dynamically derived by reading and parsing the document structure.Agent Conversation Management
[0274] With reference to the Agent Module, each agent may maintain a context history that the platform uses to produce prompts. The context history may comprise previous conversation turns between the user and the agent. As the user engages in conversation with an agent, the user may modify the context file The user may add replies to the context file to include additional information The user may remove replies from the context file to exclude irrelevant information. The user may edit replies in the context file to refine the information provided.
[0275] The user may view a tally associated with a conversation identifier in the context file. The tally may provide a listing of all elements from the conversation used to comprise the context file The user may make edits to the context file based on the tally information. Each user of the document may save a context file associated with eachPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 conversation the user had tied to that document. When tire document is loaded subsequently, the platform may retrieve the context file and conversation history associated with each agent.
[0276] Agents may be categorized as native agents, custom agents, remote agents, locked agents, or unlocked agents. Native agents may be provided by the platform with predefined functionality. Custom agents may be created by users with user-defined behavior. Remote agents may be hosted on external systems and accessed via API. Locked agents may have immutable context that cannot be modified by users. Unlocked agents may allow users to modify the agent's context and behavior.Training Dataset Integration
[0277] Training datasets may be obtained from prompt instructions or training dataset context file processing. The platform may process training datasets to extract relevant information. Training datasets may provide syntax patterns that the platform can reuse in generated content. Training datasets may provide language patterns that inform the writing style. Training datasets may provide stylistic information that guides content generation. Training datasets may provide structural information that defines document organization.
[0278] The platform may process training datasets to generate a training master file using RAG methodology. The training master fine tuning file may comprise excerpts from the training dataset relevant to the current drafting task. The platform may filter training dataset content based on relevance scoring. The platform may organize training dataset excerpts by document section or aspect.Additional Context Sources
[0279] The platform may analyze existing document content to maintain consistency Conversation history of an agent may be included in context assembly. The conversation history may be local to the current document or may be retrieved from remote storage. Drawings or art module data may be incorporated into context. The drawings data may include labels and reference numerals associated with figures. Reference numerals from drawings may be requir ed to be referenced in the body of the document. The platform may track which reference numerals have been used and which remain to be incorporated.Language Model Parameters
[0280] Context parameters may specify language model parameters that control content generation. Creativity level or temperature may be specified as a parameter. Higher temperature values may produce more creative or varied output. Lower temperature values may produce more deterministic or conservative output. Model selection may be specified as a context parameter. The user may select from multiple available language models. Different models may have different capabilities or performance characteristicsDrafting Guidelines and Edit Rules
[0281] Drafting guidelines or edit rules may be obtained from prompt instructions or from drafting guideline repositories. The drafting guidelines may be dependent on, for example, document type, section, or aspect of the document. Different document types may have different formatting requirements or structural conventions. The drafting guidelines may be writing style dependent Different writing styles may require different language patterns or tone. The platform may apply different guidelines for different writing styles. The guidelines may constrain the content generation to ensure compliance with document requirements.
[0282] Context parameters may be assembled dynamically based on the current drafting operation. The platform may select which context sources to include based on the prompt being executed. The platform may compress contextPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 when the total token count approaches model limits Smart compression may prioritize more relevant context elements while summarizing or omitting less critical informationWriting Styles
[0283] A writing style may be a series of instructions for pre-processing, processing, and post-processing context in order to generate an instruction, suggestion, or output into the document. Writing styles may include one or more reasoning objects available to the user in its permitted / accessible Al repositories. In various embodiments, the writing style is a dynamic component used by the inference orchestration engine in prompting one or more generative modelsConfiguration
[0284] A writing style may define how context parameters are processed within the Al-centric document editing platform. The writing style may serve as a configuration object that specifies processing rules for various types of input data and contextual information The context parameters may include input files, where each input file may be designated with a specific type classification. The context parameters may further include chat context files that capture conversational history between users and agents. The context parameters may additionally include drafting guidelines that constrain content generation according to predefined rules. The context parameters may also encompass creativity level settings and context level settings that control the scope and nature of information provided to generative Al models.
[0285] The platform may automatically select an appropriate writing style based on the current prompt context and the location of the cursor within the document The cursor location may indicate which document section is being edited, and the platform may determine which writing style is most suitable for that section type. The automatic selection may occur when a user initiates a drafting operation without explicitly specifying a writing style. The platform may analyze the document structure, identify the section containing the cursor, and retrieve a writing style associated with that section type from a library of available writing styles.
[0286] Each writing style may include a description field that explains tire purpose and intended use of the writing style. The description may indicate what type of content tire writing style is designed to generate and under what circumstances it should be applied The writing style may specify detailed instructions for how to process the context parameters during both pre-processing and final processing stages. The processing instructions may vary based on the document type being edited, such that a writing style for patent applications may employ different processing rules than a writing style for contracts or legal briefs. The processing instructions may further vary based on the document section being edited, such that a writing style for patent claims may employ different rules than a writing style for the detailed description section.
[0287] Writing styles may be sequenced within prompt containers in the prompt sequencer module. A prompt container may reference a specific writing style that should be applied when the container is executed When multiple prompt containers are arranged in a sequence, each container may reference a different writing style appropriate for its particular drafting task. The prompt sequencer may execute the containers in order, applying the specified writing style for each container to generate content for different document sections or aspects. This sequencing capability may enable complex multi-stage drafting workflows where different writing styles are applied systematically to produce a complete document.
[0288] The writing style may define context parameter processing rules that determine which input files are included in the context assembly The rules may specify that certain file types should always be included, while otherPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 file types should be included only when specific conditions arc met. The writing style may define relevance filtering criteria that score input file excerpts based on their relationship to the current drafting task. The writing style may specify compression strategies that reduce context size when token limits are approached, prioritizing retention of high-relevance content while summarizing or omitting lower-relevance content.
[0289] The writing style may define post-processing transformations that are applied to generated content before it is inserted into the document. The post-processing transformations may include formatting operations that apply document-specific styling conventions. The post-processing transformations may include validation operations Ural check generated content against drafting guidelines and reject content that violates rules. The post-processing transformations may include enhancement operations that add reference numerals, cross-references, or other structural elements to generated content The post-processing transformations may include integration operations that merge generated content with existing document content while maintaining consistency.
[0290] The writing style may specify temperature and creativity parameters that control the randomness and inventiveness of generated content. Different writing styles may employ different parameter values appropriate for their intended use. A writing style for generating boilerplate language may employ low temperature values to produce consistent, predictable output. A writing style for generating novel technical descriptions may employ higher temperature values to encourage varied and creative language. The writing style may specify context level settings that determine how much surrounding document content is included in the prompt A "Full" context level may include the entire document, a "Smart" context level may include only relevant sections based on cursor position, and a "None" context level may exclude document content entirely
[0291] The writing style may define section-specific processing rules that apply different logic depending on which document section is being edited. For patent applications, the writing style may employ different rules for the Background section, Summary section, Detailed Description section, and Claims section. The Background section rules may emphasize incorporation of prior art references and technical context from training datasets. The Summary section rules may emphasize concise articulation of key invention aspects The Detailed Description section rules may emphasize comprehensive technical disclosure with extensive detail. The Claims section rules may emphasize precise legal language and proper claim structure
[0292] The writing style may specify which types of training datasets should be incorporated into the context. The writing style may indicate that public patent databases should be searched for relevant prior art. The writing style may indicate that firm-specific training datasets containing prior work product should be included. The writing style may indicate that client-specific training datasets reflecting client preferences should be prioritized. The writing style may define relevance scoring algorithms that rank training dataset excerpts based on their similarity to the current invention subject matter.
[0293] The writing style may define agent interaction protocols that specify how conversational agents should behave when the writing style is active. The writing style may configure the agent's tone, formality level, and verbosity. The writing style may specify which tool calls the agent is permitted to invoke. The writing style may define how the agent should incorporate user feedback and learn from user corrections. The writing style may specify whether the agent should proactively suggest edits or wait for explicit user instructions.
[0294] The writing style may be stored as a reasoning object in the library module, enabling reuse across multiple documents and sharing across users. The writing style may be versioned, allowing updates to be propagated to users who have subscribed to the writing style. The writing style may include dependency declarations that specifyPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 other reasoning objects required for proper functioning, such as specific drafting guidelines or training datasets. The writing style may include metadata indicating the document types and sections for which it is suitable.
[0295] The platform may provide a writing style editor interface that enables users to create and modify writing styles. The editor may present fields for entering the description, processing rules, parameter values, and other configuration options. The editor may provide testing functionality that allows users to preview how a writing style processes sample context and generates output. The editor may provide validation functionality that checks writing style definitions for errors or inconsistencies. The editor may enable users to export writing styles for sharing with other users or importing into other platform instances.
[0296] The automatic writing style selection mechanism may employ machine learning algorithms to improve selection accuracy over time The platform may track which writing styles users manually select for different document sections and contexts. The platform may analyze patterns in user selections to refine the automatic selection logic. The platform may learn user-specific preferences and adjust automatic selections to match individual user tendencies. The platform may learn organization-specific conventions and apply them consistently across users within the organization.
[0297] The writing style may define error handling procedures that specify how' the system should respond when content generation fails or produces unsatisfactory results. The writing style may specify retry strategies with adjusted parameters The writing style may specify fallback writing styles to attempt if the primary writing style fails The writing style may specify user notification procedures to alert users when manual intervention is required. The writing style may specify logging requirements to capture diagnostic information for troubleshooting.
[0298] The writing style may integrate with the review module to define quality assurance criteria specific to the writing style's intended use. The writing style may specify validation rules that generated content must satisfy. The writing style may specify monitoring agents that should continuously check content generated using the writing style. The writing style may specify review' prompts that should be executed to verify content quality. The writing style may specify acceptance criteria that determine whether generated content is suitable for insertion into the document.
[0299] Writing styles may be grouped by document type and document section type. Document sections may be optional. A user may define a patent document type. For this document type, the user may save a plurality of different writing styles. The user may provide a sample document type. The Al-centric document editor's native agents may reverse engineer one or more writing styles and prompt sequences from the sample document type. The document editor may enable users to derive writing styles and prompt libraries based on one or more sample document types. The user may save those Al repositories for the document type
[0300] The writing style may define what prompt goes to the large language model The writing style may define how the context must be processed. To perform these functions, the system may determine what portion of the document is being written. The system may construct the prompt by adjusting the context. This process may be referred to as fine tuning the prompt templates. Each fine-tuned template may be labeled as a writing style on the front end to the user.Selection of Writing Styles
[0301] In some embodiments, the Al-centric document editing platform may read tire document being edited, as well as context parameters, and determine the appropriate writing style to be selected. The writing style may be mapped to such parameters.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0302] For instance, the document being edited may contain headers indicative of certain document sections of particular document types. Alternatively, the content of the document may be read in the context provided, and the writing style selection derived accordingly
[0303] In some embodiments, the user may define not only the document type (and generate writing styles and prompt- sequences thereto), but also define their own sections and sub-sections of the document, with the context parameters to be used for tire writing style to be tied to those sections and sub-sequences. This may be performed through the agent module and tool calls, for defining writing styles for document types and document sections.
[0304] In this way, the Al-centric document editing platform may be configured to dynamically adjust to any document without relying on 'fixed sections' as we have tied to patents. Although the 'writing style' aspect of the Al repositories were defined here, the same section-based and section-less / free form defining of document sectionAvriting style context parameters may include the drafting guidelines and various other context parameters.Context Compression
[0305] The Al-centric document editor may implement sophisticated context level and writing style features to enhance the patent drafting process. As shown in the interface elements depicted in the figures, these features may provide users with precise control over how content is generated and how existing document context influences new content.
[0306] The context level feature may allow users to specify how much of the currently written document materials should be injected into the prompt for the language model. As illustrated in the interface controls, users may select from three distinct context level options: "Full," "Smart," or "None." Each of these options may determine the amount and type of existing document content that the Al-centric document editor may include when generating new content.
[0307] When a user selects the "Full" context level option, the Al-centric document editor may include the entire content of the currently written document in the prompt sent to the language model. This approach may enable the system to ensure that newly generated output maintains consistency and coherence with respect to what has already been written. The full context option may be particularly useful when drafting sections that need to closely reference or build upon previously established concepts, terminology, or descriptions.
[0308] The " Smart" context level option may represent an intermediate approach where the Al-centric document editor may intelligently compress the prior written materials from the document. As shown in the interface controls, when this option is selected, the Al-centric document editor may analyze the document to identify the most relevant sections based on the current cursor position and prompt instructions, the Al-centric document editor may then compress and summarize less relevant sections while maintaining the full text of highly relevant portions. This approach may help optimize the prompt by including necessary context without overwhelming the language model with potentially irrelevant content that could consume the context window.
[0309] When a user selects the "None" context level option, the Al-centric document editor may exclude all prior written material from the prompt sent to the language model. This option may enable the system to focus exclusively on executing the prompt instructions within the scope of the invention materials and training materials, without being influenced by existing document content. The "None" context option may be useful when drafting entirely new sections or when the user wishes to generate alternative approaches to content that has already been written.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0310] In addition to context level settings, the Al-ccntric document editor may also support various writing styles that may further refine how content is generated. As depicted in the interface elements, users may select writing styles such as "Enabling Disclosure" or "Boilerplate Text," which may influence how the Al-centric document editor processes both the training data and the prompt instructions.
[0311] When the "Enabling Disclosure" writing style is selected, the Al-centric document editor may prioritize the generation of detailed technical descriptions that thoroughly explain how the invention works, providing sufficient information for one skilled in the art to implement the invention. This writing style may focus on operational details, functional relationships between components, and specific implementation approaches.
[0312] When the "Boilerplate Text" writing style is selected, the Al-centric document editor may generate more standardized language commonly used in patent applications, such as legal disclaimers, definitional sections, or standard introductory material. This writing style may be particularly useful for generating consistent structural elements across multiple patent applications.
[0313] The writing style selection may influence how the Al-centric document editor processes the training data to match the desired output characteristics. When a specific writing style is selected, the Al-centric document editor may create a specialized fine tuning file containing only the portions of the master training file that exhibit the selected style. This targeted approach may allow for more precise guidance when generating content with particular stylistic requirements
[0314] The context level and waiting style settings may work in conjunction with the dynamic training process. As shown in the interface elements, these settings may be applied after the Al-centric document editor has created the master training file but before generating the final output. The selected context level and writing style may determine which portions of the master training file are included in the fine tuning file used for the current drafting task.
[0315] The context level and writing style selections may also influence how the Al-ccntric document editor processes invention disclosure materials. For each context level and writing style combination, the Al-centric document editor may generate different fine tuning files with excerpts from the invention disclosure materials These fine tuning files may be tailored to the specific requirements of the selected options, ensuring that the generated content maintains the appropriate style while incorporating the relevant context.
[0316] Through the sophisticated use of these context level and writing style features, the Al-centric document editor may provide users with precise control over how content is generated, enabling them to tailor the output to specific sections of the patent application while maintaining consistency with established drafting practices. The flexibility of these features may allow users to optimize the balance between contextual awareness and focused content generation, resulting in more efficient and effective patent draftingInference Orchestration Module
[0317] The inference orchestration engine may treat reasoning objects as the fundamental unit of portability across the platform. When a user exports an Al repository, the engine may serialize all constituent reasoning objects into a portable package that includes reasoning object definitions, dependency manifests, and compatibility metadata. The exported package may be imported into another user's environment, and the engine may reconstruct the reasoning object graph, resolve dependencies, and register the imported reasoning objects in the local registry-. This portability may enable users to share sophisticated drafting methodologies across organizations, platforms, and document types without requiring manual reconfiguration of each component.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0318] The inference orchestration engine may implement reasoning object inheritance to enable hierarchical organization of repository components. A base reasoning object may define common parameters applicable across multiple document types, and derived reasoning objects may inherit those parameters while adding type-specific refinements. For example, a base drafting guideline reasoning object may prohibit patent profanity terms across all patent document types, and derived reasoning objects may add section-specific constraints for claims, detailed description, or abstract drafting. The engine may resolve inherited parameters by traversing the reasoning object hierarchy and applying overrides in order of specificity.
[0319] The inference orchestration engine may implement reasoning object validation to ensure that repository' configurations are internally consistent and compliant with platform requirements. When a user assembles a new Al repository, the engine may validate that all included reasoning objects are compatible with one another, that required dependencies are satisfied, and that no circular dependencies exist. The engine may check that prompt construction reasoning objects reference valid context parameters, that agent reasoning objects specify valid tool calls, and that writing style reasoning objects conform to expected schema definitions. If validation fails, the engine may provide diagnostic messages identifying the specific conflicts or missing dependencies.
[0320] The inference orchestration engine may implement reasoning object hot-swapping to enable users to experiment with alternative configurations without disrupting active drafting sessions. A user may load a document with an initial set of reasoning objects, generate some content, and then swap in alternative reasoning objects to regenerate the same content with different parameters. The engine may preserve the document state and context while replacing the active reasoning objects, enabling side-by-side comparison of outputs produced by different reasoning object configurations. This hot-swapping capability may support A / B testing of repository components and iterative refinement of reasoning object parameters.
[0321] The inference orchestration engine may implement reasoning object provenance tracking to maintain a complete audit trail of which reasoning objects contributed to each piece of generated content. When the engine produces an injectable island, it may embed metadata listing all reasoning objects invoked during the generation process, including their version identifiers and configuration parameters. This provenance metadata may enable users to trace any generated paragraph back to the specific reasoning objects that influenced its creation, supporting compliance review, quality assurance, and intellectual property attribution.User Interface For Prompt Management
[0322] The Al-centric document editor may implement a sophisticated user interface for prompt management that enables efficient creation, organization, and utilization of prompts and prompt sequences. As shown in the interface elements depicted in the figures, this interface may provide intuitive controls for all aspects of prompt management while integrating seamlessly with the word processing environment
[0323] Referring now to FIG. 3, the Al-centric document editing platform may implement a drafting module 300 that provides a prompt management interface for creating, organizing, and executing prompts and prompt sequences. The drafting module 300 may enable users to construct structured workflows for generating document content through systematic application of natural language instructions to generative Al models. The prompt management interface may present controls and visual elements that facilitate efficient prompt configuration and execution while maintaining clear organization of multiple prompts within a drafting session.
[0324] The drafting module 300 may include a navigation bar positioned at the top of the interface. The navigation bar may contain multiple tab elements including a Draft tab, a Chat tab, an Inputs tab, a Review tab, aPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 Drawings tab, and a Rules tab. Each tab may provide access to a different functional module of the platform. The Draft tab may be visually emphasized when the drafting module 300 is active The navigation bar may enable users to switch between different modules without losing their current working context
[0325] The drafting module 300 may include a document type selector 340 positioned below the navigation bar. The document type selector 340 may display the currently selected document section or aspect for which prompts are being configured. In some aspects, the document type selector 340 may display text such as "Background" to indicate that prompts are being configured for the background section of a patent application. The document type selector 340 may be implemented as a dropdown menu that allows users to select different document sections or aspects. The document type selector 340 may enable the platform to apply section-specific reasoning objects and context parameters when executing prompts
[0326] The drafting module 300 may include a document type indicator 335 positioned adjacent to the document type selector 340. The document type indicator 335 may be rendered as a circular status indicator. The document type indicator 335 may display different colors to convey different states. A green color may indicate that the document type is properly configured and active. Other colors may indicate different states such as incomplete configuration or errors. The document type indicator 335 may provide immediate visual feedback regarding the status of the document type configuration. The document type indicator may indicate whether a document type, section, aspect and / or corresponding writing styles were detected automatically If not, they may be manually set by the user via the selector 340.
[0327] The drafting module 300 may include a settings control positioned to the right of the document type selector 340. The settings control may be rendered as a gear icon The settings control may enable users to access configuration options for the selected document type. When activated, the settings control may display a configuration panel or modal dialog that presents options for modifying document type parameters, reasoning objects, or other settings.
[0328] The drafting module 300 may include a prompts section positioned below the document type selector 340. The prompts section may contain a header labeled "PROMPTS" that identifies the section. The prompts section may contain one or more prompt containers 305 arranged in a vertical sequence. Each prompt container 305 may represent an individual prompt instruction that can be executed to generate document content.
[0329] A prompt container 305 may include multiple visual elements and controls. The prompt container 305 may include a title field that displays a descriptive name for the prompt. In some aspects, the title field may display text such as "State of the Art" to identify the purpose or subject matter of the prompt. The prompt container 305 may include an instruction field positioned below the title field The instruction field may contain natural language text that provides detailed instructions for the generative Al model The instruction text may specify what type of content should be generated, what information should be included, and what style or format should be used.
[0330] The prompt container 305 may include a drag handle positioned at the left edge. The drag handle may be rendered as a series of horizontal lines or dots. The drag handle may enable users to reorder prompt containers 305 within the sequence by clicking and dragging the container to a different position. This reordering capability may allow users to adjust the sequence in which prompts are executed without requiring deletion and recreation of prompts.
[0331] The prompt container 305 may include a prompt container draft command 310 positioned in the upper right comer. The prompt container draft command 310 may be rendered as a button with a distinctive color such as blue The prompt container draft command 310 may display text such as "Draft" to indicate its function. When activated, the prompt container draft command 310 may cause tire platform to execute tire prompt instruction containedPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 in the prompt container 305. The execution may involve assembling context parameters, constructing a complete prompt for the generative Al model, invoking the model, and processing the generated output.
[0332] The prompt container 305 may include a deletion control positioned adjacent to the prompt container draft command 310. The deletion control may be rendered as a trash can icon. When activated, the deletion control may remove the prompt container 305 from the sequence. The platform may request confirmation before performing the deletion to prevent accidental loss of prompt configurations.
[0333] The drafting module 300 may include multiple subsequent prompt containers 315 positioned below the first prompt container 305. Each subsequent prompt container 315 may be rendered in a collapsed state that displays only the title field and control icons. The collapsed state may conserve vertical space in the interface while still allowing users to view the sequence of prompts Each subsequent prompt container 315 may include a drag handle on the left edge, a title field in the center, and edit and delete icons on the right edge. The edit icon may enable users to expand the prompt container 315 to view and modify its instruction field. The delete icon may enable users to remove the prompt container 315 from the sequence.
[0334] The subsequent prompt containers 315 may display titles such as "Technical Problem," "Currently Available Solutions," and "Need for Improved Solution." These titles may indicate that the prompt sequence is configured to generate multiple related sections of a patent application background. The sequence of prompt containers may reflect a logical progression of content generation that builds from one section to the next
[0335] The drafting module 300 may include an add prompt control 320 positioned below the sequence of prompt containers The add prompt control 320 may be rendered as a button with a plus sign icon. When activated, the add prompt control 320 may enable users to add a new prompt container to the sequence. The platform may present options for adding a manually configured prompt or for injecting a suggested prompt. The add prompt control 320 may enable users to expand their prompt sequences as needed to address additional content requirements.
[0336] The drafting module 300 may include additional control buttons positioned adjacent to the add prompt control 320 These control buttons may provide access to related functionality such as viewing prompt templates, accessing prompt libraries, or configuring sequence-level settings. One control button may be rendered with a stacked-lines icon to indicate access to prompt templates or sequences.
[0337] The drafting module 300 may include a prompt library control 325 positioned among the control buttons. The prompt library control 325 may be rendered with a disk or save icon. When activated, the prompt library control 325 may enable users to save the current prompt sequence to a prompt library for future reuse. The prompt library' control 325 may also enable users to access previously saved prompt sequences and load them into the current drafting session The prompt library' control 325 may facilitate knowledge management by enabling users to build collections of effective prompt sequences that can be shared across documents and users.
[0338] The drafting module 300 may include a prompt sequence draft command 330 positioned at the bottom of the interface. The prompt sequence draft command 330 may be rendered as a large button that spans most of the width of the interface. The prompt sequence draft command 330 may display text such as "Draft AU" along with an icon When activated, the prompt sequence draft command 330 may cause the platform to execute all prompts in the sequence in order. The platform may process each prompt container sequentially, generating content for each prompt and inserting the generated content into the document at appropriate locations The prompt sequence draft command 330 may enable users to generate multiple related sections of a document through a single command rather than requiring individual execution of each promptPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0339] The prompt management interface may be organized into several key sections that correspond to different aspects of the prompt lifecycle. The primary section may be tire prompt editor, where users may create and modify individual prompts This editor may provide a rich text editing environment with syntax highlighting for prompt-specific elements and may include tools for formatting, variable insertion, and parameter configuration.
[0340] Adjacent to the prompt editor, the interface may display a prompt library browser that allows users to navigate their personal and shared prompt libraries. This browser may present a hierarchical view of prompt collections and folders, with visual indicators showing which prompts are personal and which are shared. Users may drag and drop prompts between folders to reorganize their libraries or may use search functionality to quickly locate specific prompts.
[0341] For creating and managing prompt sequences, the interface may provide a sequence builder that allows users to arrange multiple prompts in a specific order. This builder may display prompts as cards or blocks that may be reordered through drag-and-drop interactions Each prompt in the sequence may have its own parameter settings, which may be configured through a properties panel that appears when a prompt is selected.
[0342] The interface may also include a prompt execution panel that shows the currently active prompt or prompt sequence and provides controls for executing it This panel may display the status of prompt execution, including progress indicators for longer sequences, and may show preview information about what each prompt is expected to generate
[0343] For collaborative work, the interface may include sharing controls that allow users to grant access to their prompts or prompt sequences to other users. These controls may provide options for different permission levels, such as view-only, use, or edit access, and may allow users to select specific individuals or groups as recipients of these permissions.
[0344] The prompt management interface may also include a history' section that shows recently used prompts and their outcomes. This history may help users track which prompts they have used for different parts of the patent application and may provide quick access to prompts that need to be reused or modified The history viewmay include timestamps, section information, and success indicators for each prompt execution.
[0345] For organizing and categorizing prompts, the interface may provide tagging capabilities that allow users to associate keywords or categories with their prompts. These tags may be used for filtering and searching within the prompt library, helping users quickly locate prompts relevant to specific topics or patent sections. The tagging system may support both predefined tag sets and user-created custom tags.
[0346] The interface may also include a prompt analytics dashboard that show's usage statistics and effectiveness metrics for different prompts This dashboard may display which prompts are used most frequently, which generate the most successful outputs, and which require the most revisions. These analytics may help users identify their most effective prompting strategies and may guide the refinement of less successful prompts.
[0347] For managing prompt parameters, the interface may provide a parameter configuration panel that allows users to set values for various prompt-specific settings. These parameters may include context level, writing style, creativity level, and other factors that influence how the prompt is executed. The parameter panel may include preset configurations for common scenarios as well as the ability to save custom parameter sets.
[0348] The interface may also include a prompt testing environment that allows users to experiment with different prompts and parameter settings without affecting the main document. This testing environment may show preview outputs for different prompt variations, helping users refine their prompts before applying them to the actual patent application.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0349] For managing permissions and access controls, the interface may provide a permissions management panel that shows who has access to different prompts and prompt libraries. This panel may allow users to view, modify, or revoke permissions for their own resources and may show which shared resources they have access to The permissions view may use visual indicators to clearly show different permission levels and inheritance relationships.
[0350] The interface may also include notification features that alert users to changes in shared prompt libraries or to comments and feedback on their prompts. These notifications may appear within the interface and may provide direct links to the affected resources, allowing users to quickly respond to collaborative activities.
[0351] For integration with the document editing workflow, the interface may provide context-aware prompt suggestions based on the current cursor position and document content. These suggestions may appear as floating buttons or menu options near the cursor, offering relevant prompts or prompt sequences for the current drafting context.
[0352] The prompt management interface may also include import and export capabilities that allow users to share prompts across different systems or to back up their prompt libraries The export format may be standardized to ensure compatibility with other tools or future versions of tire system, and the import functionality may include validation to ensure that imported prompts meet system requirements
[0353] Through this sophisticated user interface for prompt management, the Al-centric document editor may provide users with intuitive, efficient tools for creating, organizing, and utilizing prompts and prompt sequences The interface may seamlessly integrate with the word processing environment while offering powerful capabilities for collaborative prompt management and optimization.Prompt Containers
[0354] A prompt managing interface may be provided. The prompt management interface may comprise a prompt container. A prompt container may be embodied as a vessel for instructions and context parameters setting. It may define an instruction to be used by the inference orchestration engine, which will translate that instruction to a specified model. The prompt container may allow the user to input an instruction and prompt parameters including, but not limited, temperature, context files, context size, cursor location (within tire document), document section or subsection (manually defined or auto detected), etc. The prompt container may enable the user to select the reasoning objects to be used for the particular prompt.
[0355] The prompt container initiates an interaction between the generative models (e.g., LLM(s), diffusion models, etc.), the Al-centric document editor, and any other input parameters / context parameters that are available. Input parameters may include: uploaded files, referenced documents via hyperlinks, conversational context files (internal chat conversations, external chat conversations, agents, etc.).
[0356] Parameters may be derived based on the user’s cursor location within the document being edited. These parameters may define what document context is provided, as well as pre-processing parameters for the files and other contextual parameters. For example, if the user is drafting an overview portion of the document, as detected or otherwise defined by the user, the system may assess all of the input files and context parameters and pre-process them accordingly, and then using those updated pre-processed files and context as input into the LLM. This helps refine the output of the LLM when generating content or suggesting content.
[0357] The editing point in the document may be defined by reference to anchor points-based editing as exhibited by injectable islands. Prompt containers may contain functionality similar to that of injectable islands. Injectable islands may contain functionality similar to that of prompt containers. Prompt containers may comprisePATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 features similar to those of injectable islands. The prompt container, when commanded to draft, may use smart-find features. The prompt container may use smart-replace features. These features may enable the prompt container to draft across multiple segments of the document with a single run
[0358] Different writing styles may provide different prompt container parameters Different writing styles may provide different prompt sequencer parameters. The user interface for sections may change for different document types. The user interface for sections may change for different writing styles. Different sections may have different writing styles for different document types.
[0359] Prompt parameters may include a context level. The context level allows the user to choose which context parameters may be included in the prompt. The user may set a smart context, in which the Al-centric document editing platform intelligently decides, based on the totality of the variables, what to include in the context, how to compress it (if necessary), and how to pre-process and process the context for constructing the prompt(s) to the generative models
[0360] In some embodiments, receiving a selection of text from the document being edited and determining which prompt in a prompt sequence was used to generate the selected text. This may facilitate providing feedback and requesting rew rites. In some embodiments, the prompt container parameters used to generate the document text may be annotated in the document, so that the user can recall the context parameters used to generate such an output.
[0361] Referring now to FIG 4, one possible embodiment of an aspect of the Al-Centric Document Editing Interface 200 may be shown in an operational state during content generation. The Document Interface Module 205 may be displayed on the left portion of the interface. The Inference Orchestration Engine front-end 210 may be displayed on the right portion of the interface. A Drafting Indicator 400 may be presented within the Inference Orchestration Engine front-end 210. Injected Content 405 may be displayed within the Document Interface Module 205. Injected content may be displayed with or without tracked changes shown.
[0362] The Drafting Indicator 400 may comprise a modal-style overlay that appears within the Inference Orchestration Engine front-end 210 during active content generation operations The Drafting Indicator 400 may display progress information related to the execution of one or more prompt containers. The Drafting Indicator 400 may include a progress bar that visually represents the completion percentage of the drafting operation. The Drafting Indicator 400 may include textual status messages that describe the current phase of content generation. In some embodiments, the drafting indicator may reflect the context size and suggest switching to faster or cheaper models.
[0363] The Drafting Indicator 400 may display phase information indicating which stage of a multi-stage drafting process is currently executing. The phase information may be presented as a numerical indicator such as "PHASE 2 OF 2" or similar designations The Drafting Indicator 400 may include a percentage completion indicator that updates dynamically as the content generation progresses. The percentage completion indicator may reflect the proportion of the current drafting operation that has been completed. The indicator may further indicate which prompt of the prompt sequence is currently being executed by the inference orchestration engine.
[0364] The Drafting Indicator 400 may include control elements that allow a user to interact with the ongoing drafting operation. A cancel control may be provided that enables the user to terminate the drafting operation before completion Additional control elements may be provided that allow the user to pause, resume, or modify parameters of the ongoing drafting operation The Drafting Indicator 400 may remain visible throughout the duration of the content generation process.
[0365] The Injected Content 405 may comprise text that has been automatically inserted into the document displayed in tire Document Interface Module 205. The Injected Content 405 may be visually distinguished from pre-PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 existing document content through formatting attributes. The Injected Content 405 may be displayed with red underlining to indicate that it represents newly generated material. The red underlining may sen e as a visual indicator that the content has been produced by the Al-centric document editing platform rather than manually entered by the user
[0366] The Injected Content 405 may be positioned at a location within the document that corresponds to the cursor position or section designation specified in the prompt container that generated the content. The Injected Content 405 may be inserted as tracked changes within the document The tracked changes formatting may allow the user to review the Injected Content 405 and decide whether to accept or reject the insertion. The Injected Content 405 may maintain formatting consistency with surrounding document content while being visually distinguished through the red underlining
[0367] The relationship between the Drafting Indicator 400 and the Injected Content 405 may be temporal and causal. The Drafting Indicator 400 may appear first, indicating that content generation is in progress. As the content generation proceeds, the Injected Content 405 may begin to appear in the Document Interface Module 205. The Drafting Indicator 400 may continue to display progress information until the content generation is complete. Upon completion, the Drafting Indicator 400 may disappear or transition to a completion state
[0368] The Injected Content 405 may comprise one or more paragraphs of text. The Injected Content 405 may include technical descriptions, legal language, or other content types appropriate to the document type being edited The Injected Content 405 may be generated based on context parameters, writing styles, drafting guidelines, and other reasoning objects specified in the prompt container that initiated the drafting operation. The Injected Content 405 may reflect the application of training datasets and fine-tuning templates associated with the selected writing style.
[0369] The visual presentation of the Injected Content 405 may facilitate user review and decision-making. The red underlining may draw the user's attention to the newly generated material. The user may scroll through the document to review all Injected Content 405 that has been inserted during the drafting operation. The user may select portions of the Injected Content 405 to accept, reject, or modify The user may invoke additional prompts or agents to refine or expand the Injected Content 405.
[0370] The Drafting Indicator 400 may provide real-time feedback to the user regarding the status of the content generation process. The status messages displayed in tire Drafting Indicator 400 may include phrases such as "Generating Text," "Writing content...," or similar indicators. These status messages may inform the user that the platform is actively processing the prompt and generating output. The status messages may change as tire drafting operation progresses through different phases.
[0371] The Drafting Indicator 400 may include visual elements such as animated icons or progress bars that convey activity. An animated icon may rotate or pulse to indicate ongoing processing. A progress bar may fill from left to right as the drafting operation advances. These visual elements may provide the user with confidence that the platform is functioning and that content generation is proceeding as expected.
[0372] The positioning of the Drafting Indicator 400 within the Inference Orchestration Engine front-end 210 may ensure that the indicator remains visible while not obscuring critical interface elements. The Drafting Indicator 400 may be centered within the Inference Orchestration Engine front-end 210 pane. The Drafting Indicator 400 may overlay other interface elements within the Inference Orchestration Engine front-end 210 while the drafting operation is in progress. Upon completion of the drafting operation, the Drafting Indicator 400 may be dismissed, revealing the underlying interface elementsPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664
[0373] The Injected Content 405 may be associated with metadata that identifies the prompt container, writing style, and other parameters used to generate the content. This metadata may be stored in the document or in a separate data structure The metadata may enable the platform to track which portions of the document were generated by which prompts. The metadata may support features such as regenerating content with modified parameters or identifying the source of specific document passages.
[0374] The Injected Content 405 may be inserted at multiple locations within the document if the prompt container specifies multiple insertion points Each insertion point may be marked with red underlining. The user may navigate between multiple instances of Injected Content 405 using navigation controls provided by the platform. The user may review each instance of Injected Content 405 independently and make individual accept or reject decisions for each insertion
[0375] Referring now to FIG. 5, the Drafting Module 300 may provide a Prompt Management Interface that enables users to configure Context Parameters 500 and select Writing Styles for document generation operations. FIG. 5 displays one possible embodiment of some functions. The Drafting Module 300 may present a tabbed navigation bar at the top of the interface, with tabs labeled "Draft," "Chat," "Inputs," "Review," "Drawings," and "Rules." The "Draft" tab may be visually emphasized to indicate that the user is currently interacting with the drafting functionality of the platform.
[0376] Below the navigation bar, the interface may display a document section selector showing the current section being drafted, such as "Detailed Description." This selector may enable users to specify which portion of the document the drafting operation will target. The platform may use this section designation to apply section-specific reasoning objects, including prompts, writing styles, and drafting guidelines that are appropriate for the selected section type.
[0377] The Prompt Management Interface may present a writing style section that displays available prompt options for the selected document section. A rectangular panel labeled "Platform Overview" may be sho n as the currently selected prompt or prompt group When a user interacts with this panel, the interface may display an overlapping dropdown or modal- style panel that lists multiple prompt options in a vertical arrangement.
[0378] The writing styles may include entries such as "All General Prompting," "Apparatus Focused," "Biomedical Device," "Claims Focused," "Enabling Disclosure," "Figures Focused," "Generic - Boiler Plate," "Inventive Aspects," "Layman's Language," "Method Focused," "Operating Environment," "Priority Document Focused," "Review," "System Focused," and "Technical Advantages." Each option may represent a different writing style or prompt template that applies specific reasoning objects to the content generation process. The writing styles displayed for selection may be based on the current document type, section, aspect or other contextual parameters
[0379] The interface may provide a visual indicator, such as a check mark, next to one of the prompt options to show which option is currently selected. In the illustrated example, the "Layman's Language" option may be marked as selected, indicating that the platform will apply reasoning objects associated with generating content in accessible, non-technical language. A user may select a different option by clicking on its entry in the list, which may cause the platform to update the active reasoning objects for the subsequent drafting operation.
[0380] The Context Parameters 500 section of the interface may include adjustable controls that define how the platform processes context information when generating content A horizontal slider labeled "Context Level" may extend from left to right, with a circular handle that the user may drag to adjust the context level setting. The slider may have discrete positions or a continuous range, with labels such as "None," "Smart," and "Full" indicating different context processing modes. In the illustrated configuration, the handle may be positioned near the right end of thePATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 slider, with the word "Full" displayed, indicating that the platform will include the entire document content in the context provided to the generative model.
[0381] When the Context Level is set to "Full," the platform may extract all text from the document being edited and include it in the prompt sent to the language model. This comprehensive context may enable the model to maintain consistency with previously drafted content and to reference earlier sections when generating new text The Full context mode may be particularly useful when drafting sections that build upon or reference concepts introduced earlier in the document. Other options may include “NONE” or “SMART”. In the none implementation, in some embodiments, no context from the document being edited may be applied. In the “Smart” implementation, in some embodiments, intelligent context selection and compression may be employed.
[0382] A second horizontal slider labeled "Creativity" may appear below the Context Level slider This slider may control the temperature or randomness parameter of the generative model, affecting how deterministic or creative the generated outputs will be. The slider handle may be positioned near the left side, with a numeric value such as "0.06" displayed to the right, indicating a low creativity setting. A low creativity value may cause the model to generate more predictable, conservative text that closely follows established patterns in the training data and context materials. A higher creativity value may allow the model to produce more varied and potentially novel phrasings, though with increased risk of generating content that deviates from established conventions.
[0383] The platform may store the selected Context Parameters 500 as part of the reasoning objects associated with the current prompt container. When the user executes the prompt, the platform may apply these parameters to configure the inference operation. The context level setting may determine which context processing algorithms are invoked, while the creativity setting may be passed directly to the generative model as a temperature parameter.
[0384] Behind the overlapping parameter configuration panel, tire interface may display additional prompt containers arranged in a vertical stack. Each prompt container may represent a discrete drafting instruction that will be executed as part of a prompt sequence The visible prompt containers may include titles such as "Document Management and Transmission," "Electronic Signature Processing," "Witnessing Process Workflow," and "Audit Trail Generation and Management." Each container may have a drag handle icon on the left side, indicating that the user may reorder the prompts by dragging them to different positions in the sequence.
[0385] The prompt containers may also include edit and delete icons on the right side, enabling users to modify the prompt instructions or remove prompts from the sequence. When a user clicks an edit icon, the platform may expand that prompt container to reveal its full instruction text and parameter settings, similar to the expanded view shown for the "Platform Overview" prompt. When a user clicks a delete icon, the platform may remove that prompt from the sequence and update the sequence order accordingly
[0386] The Drafting Module 300 may enable users to configure different Context Parameters 500 for each prompt in a sequence. A first prompt may use a Full context level to ensure comprehensive awareness of the document content, while a subsequent prompt may use a Smart context level to focus on the most relevant portions of the document. Similarly, different prompts may use different creativity settings, with some prompts configured for conservative, predictable outputs and others configured for more varied, exploratory' text generation.
[0387] The platform may' associate the selected Writing Style with additional reasoning objects beyond the prompt instruction itself When a user selects "Layman's Language" as the writing style, the platform may retrieve drafting guidelines that prohibit technical jargon, require explanatory phrases for complex concepts, and enforce sentence structure conventions that enhance readability for non-expert audiences. These drafting guidelines may bePATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 applied during the content generation process, influencing how tire generative model constructs sentences and selects vocabulary
[0388] The Writing Style selection may also determine which training dataset excerpts are included in the context. The platform may maintain separate training dataset sub-files for different writing styles, with each sub-file containing examples of text that exemplify the characteristics of that style. When "Layman's Language" is selected, the platform may retrieve a sub-file containing patent specification excerpts that use accessible language and clear explanations, providing the generative model with examples to emulate.
[0389] The Context Parameters 500 may interact with the document type and section designation to determine the complete set of reasoning objects applied during content generation. The platform may maintain a hierarchical structure of reasoning objects, with document-type-level objects providing baseline parameters, section-level objects providing section-specific refinements, and prompt- level objects providing instruction-specific customizations. When executing a prompt, the platform may merge these hierarchical reasoning objects into a unified configuration that governs the inference operation.
[0390] The Drafting Module 300 may provide visual feedback to indicate which reasoning objects are currently active. The interface may display icons, badges, or color coding to show which writing style is selected, which context level is configured, and which drafting guidelines are in effect. This visual feedback may help users understand how the platform will process their prompts and may enable them to verify that the appropriate reasoning objects are active before initiating content generation.
[0391] The platform may enable users to save customized combinations of Context Parameters 500 and Writing Styles as reusable configurations. A user may configure a specific context level, creativity setting, and writing style selection, then save this configuration with a descriptive name such as "Technical Detail Draft" or "Executive Summary' Style." These saved configurations may be stored in the user's prompt library and may be quickly recalled for future drafting operations, eliminating the need to manually reconfigure parameters for common drafting scenarios.
[0392] The Drafting Module 300 may implement validation logic that checks whether the selected Context Parameters 500 are compatible with the current document state and prompt instruction. If a user selects a Full context level but the document is extremely long, the platform may display a warning indicating that the full context may exceed the generative model's token limit The platform may suggest switching to Smart context level or may offer to automatically compress the context to fit within the model's constraints.
[0393] The interface may provide tooltips or help text that explains the effect of different Context Parameters 500 settings. When a user hovers over the Context Level slider, a tooltip may appear explaining that "Full" includes all document content, " Smart" includes intelligently selected relevant portions, and "None" excludes document content entirely. Similarly, hovering over the Creativity slider may display an explanation of how the temperature parameter affects output variability and predictability.
[0394] The platform may track which Context Parameters 500 and Writing Styles are used most frequently by each user and may use this usage data to provide personalized defaults. When a user opens tire Drafting Module 300 for a new document, the platfonn may prc-sclcct the context level and creativity settings that the user has historically preferred for similar document types and sections. This personalization may reduce the configuration burden on users and may help ensure consistency across their drafting operations
[0395] The Drafting Module 300 may enable administrators to establish organization-wide defaults for Context Parameters 500 that apply to all users within a practice group or company. An administrator may configure a baseline context level and creativity setting that reflects the organization's quality standards and risk tolerance. Individual usersPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 may override these defaults for specific prompts, but the organization-wide settings may provide a consistent starting point that aligns with institutional preferences.
[0396] The platform may log all Context Parameters 500 selections and Writing Style choices as part of the document's audit trail. When content is generated using a specific configuration of reasoning objects, the platform may record which context level was used, which creativity setting was applied, and which writing style was selected. This audit information may enable users to understand how specific portions of the document were generated and may support quality control processes that verify appropriate reasoning objects were applied.Prompt Sequencing
[0397] The prompt management interface may enable prompt sequencing. A prompt sequence may provide a mechanism for orchestrating complex document drafting operations through a series of interconnected prompts. A prompt sequence may be defined as a dynamically constructed plurality of prompts that work together to accomplish a specific drafting task. The prompt sequence may be manually inputted by a user who constructs each prompt in the sequence according to a planned drafting strategy. The prompt sequence may include suggested prompts that are automatically generated by the platform based on document analysis and drafting context. The prompt sequence may incorporate prompts received as tool calls from an agent that has determined a series of stages needed to complete a requested drafting task. The prompt sequence may populate a prompt library for the specific document, enabling reuse of effective prompt patterns across similar drafting scenarios.
[0398] Prompt sequences may enable users to break down complex drafting tasks into manageable stages that can be executed sequentially. Each prompt in the sequence may focus on a specific aspect of the drafting task, such as generating an initial outline, expanding a particular section, refining language for clarity, or checking for consistency with other document sections. By dividing the task into discrete stages, prompt sequences may overcome the limitations of single-prompt approaches that attempt to accomplish too much at once and often produce suboptimal results The sequential approach may more closely mimic how human writers approach document drafting, focusing on different aspects in successive passes rather than attempting to address all considerations simultaneously.
[0399] The platform may provide a prompt sequence builder interface that enables users to construct sequences through a visual, drag-and-drop interaction model. Users may select prompts from their personal libraries or from shared repositories and arrange them in the desired execution order. The interface may display connections between prompts, indicating how output from one prompt feeds into subsequent prompts as context. Users may configure parameters for each prompt in the sequence, such as writing style, context level, or temperature settings. The interface may provide preview functionality that simulates sequence execution and displays expected outputs at each stage, enabling users to refine the sequence before applying it to actual document content.
[0400] Prompt sequences may be stored as reasoning objects within the platform's library system, enabling reuse across multiple documents and sharing among collaborators. A user may create a prompt sequence for drafting a particular type of patent claim, save it to their personal library, and apply it whenever they need to draft similar claims in future documents. The user may share the sequence with colleagues, who may then apply it to their own documents or use it as a starting point for creating derived sequences tailored to their specific needs. The platform may track usage metrics for prompt sequences, such as frequency of application and user acceptance rates for generated content, enabling users to identify their most effective sequences.
[0401] The platform may implement prompt sequence versioning to manage evolution over time. When a user modifies a prompt sequence, the platform may create a new version while preserving the previous version. Users mayPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 select which version of a sequence to apply for a particular document, enabling them to maintain consistency with earlier work product or adopt updated methodologies for new projects. The platform may track which version of each sequence was used to generate each portion of a document, enabling users to understand how sequence changes affect document content and to reproduce earlier outputs if necessary.
[0402] Prompt sequences may be constructed through automated reverse engineering of sample documents, as disclosed in further detail with reference to the prompt sequencing module. A user may upload one or more exemplar documents of a desired document type, and the platform may analyze the structural conventions, terminology patterns, stylistic characteristics, and substantive content of those exemplars. The platform may infer the sequence of drafting stages that would produce similar outputs and generate a corresponding prompt sequence. This reverse-engineering process may enable users to rapidly construct prompt sequences that replicate the characteristics of existing document collections without manually articulating every stage in the drafting process.
[0403] The platform may support conditional branching within prompt sequences, enabling dynamic adaptation based on intermediate results. A prompt sequence for drafting a patent claim may include a validation stage that checks whether the generated claim includes all essential elements from tire invention disclosure. If the validation detects missing elements, the sequence may branch to a remediation stage that specifically addresses the omissions before continuing. If the validation confirms completeness, the sequence may proceed directly to the next refinement stage. This conditional logic may enable prompt sequences to respond intelligently to variations in document content and drafting requirements, rather than following a rigid, one-size-fits-all approach.
[0404] Prompt sequences may incorporate feedback loops that enable iterative refinement of generated content. A sequence may include stages that generate initial content, evaluate that content against specific criteria, identify areas for improvement, and then regenerate the content with focused instructions addressing the identified issues. This iterative approach may continue until the content meets predefined quality thresholds or until a maximum number of iterations is reached. The feedback loop mechanism may enable prompt sequences to progressively improve output quality through successive refinements, mimicking the revision process that human writers typically employ
[0405] The platform may implement prompt sequence templates that provide standardized frameworks for common drafting tasks. A claim drafting template may define a sequence structure with placeholders for inventionspecific content, such as technical field, key components, and functional relationships. Users may select an appropriate template for their drafting task and customize it by providing the invention-specific details, rather than constructing a sequence from scratch Templates may include best practice guidance and example prompts for each stage in the sequence, helping users understand how to effectively customize the template for their specific needs.
[0406] Prompt sequences may be shared across organizational boundaries through export and import mechanisms. A law firm may develop a prompt sequence for drafting a particular type of legal document, export the sequence as a portable package, and share it with a client organization. The client may import the sequence into their own platform instance and apply it when drafting similar documents internally. This cross-organization sharing may enable knowledge transfer and consistency in document production across different entities involved in collaborative workflow's.
[0407] The platform may support prompt sequence composition, where complex sequences are constructed by combining simpler component sequences A comprehensive patent application sequence may incorporate component sequences for claim drafting, specification drafting, figure generation, and citation formatting. Each component sequence may be maintained and updated independently, with changes automatically propagating to the compositePATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 sequences that reference them This compositional approach may enable modular sequence development and facilitate reuse of common components across different document types.
[0408] Prompt sequences may be invoked through multiple entry points within the platform A user may manually execute a sequence from the prompt management interface, selecting a saved sequence and applying it to the current document section. An agent may recommend a sequence based on the user's stated drafting goals, presenting it as a suggestion that the user can accept or modify. A document template may include embedded sequences that are automatically executed when the template is applied to create a new document. A workflow automation rule may trigger sequence execution when specific conditions arc met, such as when a new section is added to a document or when a review cycle is initiated.
[0409] The platform may implement sequence execution tracking that records detailed information about each execution instance. The tracking may capture which sequence version was executed, which document sections were affected, what parameter values were applied, which language models were invoked, and what outputs were generated at each stage. This execution history may enable users to review past drafting operations, understand how specific content was generated, and reproduce or modify the execution if needed. The tracking may also support audit and compliance requirements by documenting the complete provenance of generated content.
[0410] Prompt sequences may incorporate external tool calls that extend their capabilities beyond the platform's native functionality A sequence stage may invoke a third-party prior art search tool to retrieve relevant patent references, incorporate the search results into the context, and then generate claim language that avoids the identified prior art. A sequence stage may call a regulatory compliance checker to validate generated content against applicable regulations and standards, flagging any potential compliance issues for user review. These external integrations may enable prompt sequences to leverage specialized capabilities from third-party services while maintaining a cohesive drafting workflow within the platform.
[0411] The platform may support collaborative sequence development where multiple users contribute to the creation and refinement of a prompt sequence A senior attorney may define the overall structure and objectives of a sequence, a technical specialist may contribute domain-specific prompts for technical content generation, and a junior associate may test the sequence and provide feedback for improvement. The platform may track each contributor's modifications, maintain version history, and provide conflict resolution mechanisms when multiple users modify the same sequence concurrently. This collaborative approach may enable organizations to leverage diverse expertise in sequence development.
[0412] Prompt sequences may be designed for specific document sections or aspects, with parameters and instructions tailored to the unique requirements of each part of the document A patent application may employ different sequences for the background section, summary section, detailed description section, and claims section. Each section-specific sequence may incorporate different writing styles, context processing rules, and validation criteria appropriate for that section's purpose and conventions. This specialization may enable more effective content generation by applying focused, purpose-built sequences to each document component rather than using generic approaches across the entire document.
[0413] The platform may implement sequence recommendation based on document analysis and user behavior patterns When a user begins editing a document section, the platform may analyze the section type, document context, and available content sources to identify potentially applicable prompt sequences. The platform may present recommended sequences based on popularity among similar users, effectiveness metrics from past applications, orPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 relevance to the current drafting task. These recommendations may help users discover useful sequences they might not otherwise have considered and may reduce the time required to initiate effective drafting operations.
[0414] Prompt sequences may incorporate learning mechanisms that enable them to improve based on user feedback and acceptance patterns. When a user applies a sequence and then modifies the generated output, the platform may analyze the modifications to identify patterns indicating sequence deficiencies If multiple users consistently make similar modifications to outputs from the same sequence, the platform may flag the sequence for review and suggest potential improvements Sequence creators may review this feedback and update their sequences to address common issues, creating a continuous improvement cycle driven by actual usage patterns.
[0415] The platform may support sequence parameterization that enables users to customize sequence behavior without modifying the sequence structure A sequence may define parameters such as technical field, invention components, or stylistic preferences that users can configure when applying the sequence. The sequence stages may reference these parameters in their instructions, adapting their behavior based on the provided values. This parameterization may enable a single sequence to be applied across diverse drafting scenarios by adjusting parameter values rather than creating multiple specialized sequences for different situations
[0416] Prompt sequences may be designed with error handling and recovery mechanisms to ensure robustness in production environments. If a stage in the sequence fails to generate satisfactory output, the sequence may implement retry logic with adjusted parameters, fallback approaches using alternative prompts, or escalation procedures that notify users and request manual intervention. The sequence may include validation stages that verify outputs against predefined criteria and trigger remediation stages when issues are detected. These error handling capabilities may improve sequence reliability and reduce the need for manual oversight during execution.
[0417] The platform may implement sequence analytics that track performance metrics across multiple executions. Analytics may include success rates measuring how often sequences complete without errors, acceptance rates indicating how frequently users accept generated outputs without modification, efficiency metrics tracking token usage and execution time, and quality scores based on validation results or user ratings These analytics may enable users to compare sequence effectiveness, identify opportunities for optimization, and make informed decisions about which sequences to apply for specific drafting tasks.
[0418] Prompt sequences may incorporate context management strategies that optimize token usage and relevance. Each stage in the sequence may specify which context elements should be included, such as previous stage outputs, document sections, training datasets, or agent conversations. The sequence may implement progressive context refinement, where initial stages work with broader context to establish general direction and later stages use more focused context to refine specific details This strategic context management may enable sequences to operate within token limits while maintaining access to the most relevant information at each stage.
[0419] The platfonn may support sequence export in human-readable formats that document the sequence structure, stage instructions, and parameter configurations. These exports may serve as educational resources that help users understand effective sequence design patterns and prompt construction techniques. Organizations may use sequence exports for training purposes, helping new users learn how to construct effective sequences by studying examples of successful implementations. The human-readable exports may also facilitate peer review and quality assessment of sequences before they are deployed in production environments
[0420] Prompt sequences may be designed to support multi-model execution, where different stages in the sequence invoke different language models based on their specific requirements. A sequence may use a large, powerful model for complex reasoning stages that require deep understanding of technical concepts, while using a smaller,PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 faster model for formatting or validation stages that involve simpler pattern matching This multi-model approach may optimize performance and cost by matching each stage's requirements to the most appropriate model, rather than using a single model for all operations regardless of complexity
[0421] The platform may implement sequence debugging tools that help users identify and resolve issues in sequence execution. Debugging tools may include stage-by-stage execution with intermediate output inspection, parameter value tracing to show how values flow through the sequence, context visualization to display what information is available at each stage, and error highlighting to pinpoint where execution fails or produces unexpected results These debugging capabilities may reduce tire time required to develop and refine effective sequences by providing visibility into the execution process and facilitating rapid iteration
[0422] Prompt sequences may incorporate documentation generation that produces explanatory materials alongside the primary document content. A patent application sequence may generate inventor notes explaining key drafting decisions, examiner guidance highlighting potential examination issues, or client communications summarizing the application's scope and strategy. This documentation may be stored separately from the main document but linked to specific sections or elements, providing context and rationale for the generated content. The documentation generation may be integrated into the sequence execution, ensuring that explanatory' materials arc created and updated alongside the primary content.
[0423] Prompt sequences may be designed with accessibility considerations to support users with diverse needs Sequences may include alternative instruction formulations optimized for different language models or interface modalities. Sequence execution may generate outputs in multiple formats to accommodate different consumption preferences, such as text, structured data, or visual representations. Sequence documentation may be provided in accessible formats that work with screen readers and other assistive technologies. These accessibility features may ensure that prompt sequences arc usable by all members of an organization regardless of individual requirements or preferences.
[0424] The platform may implement sequence governance frameworks that enable organizations to establish standards and policies for sequence development and usage. Governance frameworks may define review and approval processes for new sequences before they can be shared widely within the organization Quality standards may specify minimum requirements for sequence documentation, error handling, and validation stages. Usage policies may designate which sequences are approved for specific document types or client matters. These governance mechanisms may ensure that sequences used within the organization meet established quality and compliance requirements.
[0425] Prompt sequences may incorporate security and privacy controls that protect sensitive information during execution Sequences may implement data minimization strategies that include only necessary information in each stage's context, reducing the exposure of confidential details. Redaction rules may automatically remove or mask sensitive information before it is transmitted to external models or services. Access controls may restrict which users can view or modify specific sequences based on their roles and permissions. These security features may enable sequences to operate on sensitive documents while maintaining appropriate information protection.
[0426] The platform may support sequence localization for different languages, jurisdictions, or regional conventions. A sequence developed for U.S. patent applications may be adapted for European patent applications by modifying prompt instructions, validation rules, and terminology preferences A contract sequence developed for California law may be localized for New York law by adjusting statutory' references and incorporating jurisdictionspecific legal requirements. The platform may provide tools that facilitate sequence localization, such as terminologyPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 mapping tables, jurisdiction-specific rule libraries, and automated conversion utilities that adapt sequences from one locale to another.
[0427] Prompt sequences may be designed to support collaborative drafting workflows where multiple users contribute to different aspects of the document. A sequence may include stages that generate placeholder content for sections that require specialized expertise, along with instructions or queries for the experts who will complete those sections. The sequence may track the status of each section, identifying which parts are complete and which require further input. Notification mechanisms may alert relevant users when their input is needed or when prerequisites for their contributions have been completed. This collaborative capability may enable efficient division of labor while maintaining overall document coherence.
[0428] The platform may implement sequence certification programs where trusted authorities validate sequences for compliance with standards, regulations, or best practices. A professional association may certify sequences that conform to the association's drafting guidelines A regulatory body may certify sequences that enforce compliance with applicable regulations. A standards organization may certify sequences that implement industry standards. Certified sequences may display certification badges in the platform interface, providing users with confidence that the sequences meet established quality criteria. Certification may also enable organizations to demonstrate compliance with professional or regulatory' requirements by documenting their use of certified sequences.
[0429] Prompt sequences may incorporate knowledge management features that capture and preserve organizational expertise. Sequences may include stages that document the rationale behind drafting decisions, record alternative approaches that were considered, and explain why specific language or structures were chosen. This captured knowledge may be stored in association with the sequence and made available to users who apply the sequence in the future. The knowledge management features may enable organizations to preserve institutional expertise even as individual practitioners move between roles or leave the organization, ensuring continuity in drafting practices and reducing dependency on specific individuals.
[0430] The platform may support sequence integration with external workflow systems through standardized APIs and data exchange formats. A document management system may trigger sequence execution when documents reach specific workflow stages. A matter management system may provide context information that influences sequence behavior, such as client preferences, matter type, or assigned attorneys. A billing system may receive execution metrics from sequences to support time tracking and cost allocation. These integrations may enable prompt sequences to participate in broader organizational workflows while maintaining specialized document drafting capabilities.
[0431] The platform may implement sequence marketplaces where providers publish sequences for discovery and acquisition by users The marketplace may provide search and filtering capabilities that enable users to find sequences matching their document type, industry, jurisdiction, or other criteria. Sequence listings may include descriptions, sample outputs, user reviews, and pricing information. Users may preview sequences before subscribing or purchasing, testing them with sample documents to assess their suitability The marketplace may implement rating and review systems that enable users to share feedback about sequence quality and effectiveness, helping other users make informed selection decisions.
[0432] Prompt sequences may incorporate compliance checking that validates generated content against applicable regulations, standards, or organizational policies. A sequence for drafting financial disclosures may include stages that verify compliance with SEC reporting requirements. A sequence for drafting medical device documentation may validate against FDA guidelines. A sequence for drafting employment agreements may check compliance withPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 state and federal labor laws. These compliance features may reduce legal and regulatory risks by ensuring that generated content meets applicable requirements before it is finalized and distributed.
[0433] The platform may support sequence customization workflows that enable users to adapt marketplace sequences to their specific needs After acquiring a sequence from the marketplace, a user may create a derived version that inherits the original sequence's structure while adding user-specific modifications. The user's modifications may override inherited stages or parameters where necessary while preserving the connection to the original sequence. When the marketplace provider updates the original sequence, the platform may offer to merge those updates into the user's derived version, enabling the user to benefit from provider improvements while maintaining their customizations.
[0434] The platform may implement sequence impact analysis that enables users to assess the effects of sequence changes before applying them. When a sequence is modified, the platform may identify all documents that currently use that sequence and simulate how the modification would affect those documents. The platform may generate reports showing which document sections would be affected, what types of changes would occur, and whether any conflicts or errors would be introduced. Users may review these impact analyses before deciding whether to apply sequence updates, enabling them to make informed decisions about sequence evolution and avoid unintended consequences.
[0435] Accordingly, a prompt sequence of prompt containers may reflect not only the sequence of drafting in order from beginning of the document to the end of the document, but may also reflect a series of stages, regardless of the edited contents location within the document. The prompt sequence may be comprised of a sequence of one or more writing styles within each prompt container of the prompt sequence. Each writing style may be selectively applied to different portions of the document based on the specific requirements of that section. For example, a technical section may utilize a more detailed and precise w riting style, while an overview section may employ a more general and accessible writing style.
[0436] Users may build their own or subscribe to training data sets to construct prompts and add to a prompt library. This functionality may enable the platform to fine tune the output of the GenAI for consistency in language, syntax, structure, writing style, and other textual characteristics. The prompt library may serve as a repository for reusable prompt containers that may be accessed across multiple documents or shared among users within an organization, thereby promoting standardization and efficiency in document creation.
[0437] The user may utilize various Agent context files to construct prompts and prompt sequences An agent may study the context of the present document and / or the context of training data sets and construct a plurality of prompts and prompt sequences These prompts and prompt sequences may then be populated in the Drafting module for subsequent use. The agents may analyze document structure, content patterns, and user preferences to generate contextually appropriate prompts that align with the document's purpose and style requirements.
[0438] The Drafting Module may reference the context file when generating prompt sequences to ensure appropriate content generation. Context files may contain document- specific information, such as terminology preferences, structural guidelines, and reference materials that inform the generation process. The context file may be dynamically updated throughout the document creation process to reflect changes in content, structure, or user requirements, thereby ensuring that generated content remains relevant and consistent with the evolving document
[0439] The prompt containers within a prompt sequence may include configurable parameters that control various aspects of content generation, such as context level, writing style, and creativity settings. These parameters may be adjusted on a per-container basis to fine-tune the output for specific document sections. The system may alsoPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 support the creation of injectable islands, which may allow for targeted content generation within specific document regions without affecting surrounding content, thereby providing granular control over the document creation process.
[0440] As mentioned above, a prompt container may behave more like an injectable island when executing the drafting command. For example, when a user clicks "draft" or "draft all," the pop-up interface may transform into an injectable island interface. This interface may guide the user through different locations in the document and may enable the user to perfonn various document operations such as insert, replace, copy, move, paste, find, and other editing functions at specific points in the document.
[0441] In accordance with various embodiments, if the Al-centric document editing platform may determine that a prompt inside a prompt container will require more than one injection point in tire document, then a specialized interface may be provided to facilitate this multi-point interaction This interface may be presented as a popup window or dialog. The popup may guide the user to navigate sequentially through different document sections where content needs to be inserted or modified The interface may provide the same island buttons that may be available in the chat interface, allowing tire user to decide whether to accept or reject each proposed edit at each injection point. This approach may provide a streamlined workflow for complex document modifications that span multiple sections while maintaining user control over each individual change.Prompt Library
[0442] The draft module may contain a prompt library for users to save one-or-more prompts The prompts may be saved generally, by document type, by document section type, by writing style. They may be further categorized by the user group or be saved uniquely to a specific user.
[0443] Prompt Library may contain prompt instructions and prompting parameters. FIG. 6 illustrates one example of an embodiment of a Prompt and Prompt Sequence Library 600 The library' 600 may provide a centralized repository for storing, organizing, and accessing reusable prompt containers and prompt sequences. The interface may display a searchable list of saved prompts and prompt sequences that may be loaded into active drafting sessions. Each entry in the library 600 may represent either a single prompt container or a complete sequence of multiple prompts configured to execute in a predetermined order.
[0444] The library 600 may include a search field positioned near the top of the interface The search field may allow users to filter the displayed prompts by entering keywords or phrases. A dropdown selector may be positioned adjacent to the search field. The dropdown selector may allow' users to filter prompts by category, document type, or other classification criteria. A refresh control may be provided to update the library contents when new prompts are added or existing prompts are modified.
[0445] Each prompt entry in the library 600 may be displayed as a discrete row or card within a scrollable list. Each entry may include a title that identifies tire purpose or subject matter of the prompt Below' tire title, metadata tags may be displayed to indicate the source of the prompt, such as system-generated, user-created, or company-provided Additional tags may indicate the number of individual instruction components contained 'ithin the prompt or prompt sequence. The tags may be visually distinguished by color or shape to facilitate rapid identification of prompt characteristics.
[0446] The library 600 may organize prompts according to hierarchical categories Prompts may be grouped by document type, such as detailed description prompts, claim drafting prompts, or office action response prompts. Prompts may alternatively be grouped by subject matter, such as mechanical device prompts, chemical compositionPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 prompts, or software method prompts. The library 600 may support multiple simultaneous classification schemes to accommodate different user workflows and organizational preferences.
[0447] Selection controls may be provided at the bottom of the library interface A cancel button may allow users to close the library without loading any prompts. A delete button may allow users to remove selected prompts from the library. A load button may allow users to import selected prompts into the active drafting session. The load operation may transfer the prompt container and all associated parameters into the drafting module for immediate use or further customization.
[0448] Prompts may be used to summon generative Al outputs into the document. They may be used in sequences, so as to generate output sequential. In some sense, a prompt sequence may be a version of an ‘outline’ of the document or sub-section thereof Each prompt may specific an instruction, a wriling style, a temperature, and designate which elements of the context may be used. Context elements may include, for example, but not be limited to: the content within the document, or portion therefore, files uploaded or retrieved (e.g., by agents / personas, linked, or otherwise uploaded to the document), drafting guidelines / rules, training / sample datasets, conversations with agents, and other prompts in the prompt sequence Moreover, each contextual element may be pre-processed (using, for example, RAG) based on the document type, the document sub-section the cursor is located in, and the selected writing style.
[0449] Prompt sequences in the prompt libraries may be defined once, but be available for any contextual use In other words, the prompt sequences for writing one document or document subsequent may be used for another document and document sub-section thereof. In this way, a user can define a prompt sequence for a document type / document type sub-section, and re-use the sequence, with all of its saved parameters, for drafting subsequent documents. One user may share their prompt sequences with another user.
[0450] One example of a prompt sequence saved to a prompt library may be a prompt sequence for drafting the background section of a patent application. Thus, the output of the drafting module may be more or less consistent, when using generative Al to draft from one document to the next The drafting guidelines, sample datasets, and other contextual parameters may be preserved, but applicable to any underlying content (e.g., different invention disclosure data) provided in that context.Cached Prompts
[0451] We save 'prompts' by system, company, user... but we should have a 'quick add' feature that enables a user to memorize certain prompts into the document memory, just a quick '+' to add to document 'cache' from there, at end of editing session, user can review their cached prompts and see which he'd like to save as user / company. Document Types
[0452] The system may comprise a document editor configured to generate and manage Al-enabled documents. The document editor may support multiple document types, wherein each document type may be associated with a distinct set of parameters and configurations. A document type may comprise a collection of parameters that define how the document editor processes and generates content for that particular type of document. The parameters may include a sequence of writing styles that govern the tone and structure of generated text. The parameters may further include a sequence of prompts with associated writing styles, wherein each prompt may be paired with a specific writing style to ensure consistency in output.
[0453] Each document type may be associated with its own training datasets The training datasets may comprise historical documents, sample files, and reference materials relevant to the specific document type EachPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 document type may also be associated with Al repositories that store resources specific to that document type. The Al repositories may include prompt libraries that contain pre-configured prompts tailored to the document type. The Al repositories may further include prompt sequences that define ordered collections of prompts designed to generate complete sections or documents. The Al repositories may additionally include agents that perform specialized tasks related to the document type.
[0454] The Al repositories may also include drafting guidelines that specify formatting rules, structural requirements, and content standards for the document type. The drafting guidelines may be automatically applied during content generation to ensure compliance with document type requirements The Al repositories may further include training datasets that provide context and examples for content generation. The training datasets may be processed to generate context files that the system uses during prompt execution
[0455] A document type may be embodied as a unique file type. The unique file type may be designated with a specific file extension that identifies the document type. In one embodiment, the file extension may be ".aidType" followed by a descriptor of the document type. For example, a patent document type may be designated with a " .aidType(patent)" extension. A memorandum document type may be designated with a " .aidType(memo)" extension. A contract document type may be designated with a ".aidTypc(contract)" extension. Other document types may include briefs, complaints, motions, and requests for proposals, each with corresponding file extensions.
[0456] The unique file type may come preloaded with corresponding Al repositories When a user creates a new document of a specific document type, the system may automatically load the Al repositories associated with that document type. The preloaded Al repositories may include prompt libraries that contain prompts specifically designed for tire document type. The preloaded Al repositories may include prompt sequences that guide the user through the document creation process. The preloaded Al repositories may include agents that automate repetitive tasks specific to the document type. The prcloadcd Al repositories may include drafting guidelines that enforce formatting and structural requirements. The preloaded Al repositories may include training datasets that provide context for content generation
[0457] Alternatively, a document type may be embodied as a general Al document type with embedded metadata. The general Al document type may use a standard file extension such as ".aid” for all document types. The embedded metadata may specify the particular document type and its associated parameters. The embedded metadata may reference the Al repositories associated with the document type. The embedded metadata may store configuration settings specific to the document instance. The embedded metadata may preserve the conversation history' and workflow history associated with the document.
[0458] The Al repositories may persist across each document type When a new document of a particular document type is created, the system may reload the Al repositories associated with that document type. The context files generated from the training datasets may be reloaded for each new document of the same document type. The reloading of context files may ensure that tire system has access to relevant reference materials and examples when generating content. The drafting guidelines may also be reloaded for each new document of the same document type. The reloading of drafting guidelines may ensure that generated content complies with the formatting and structural requirements of the document type.
[0459] The user may edit or replace the training dataset used for a specific document Even though the document initially loads with the training dataset associated with its document type, the user may select a different training dataset to use for content generation. The user may upload additional training materials to supplement the default training dataset. The user may remove certain materials from the training dataset if they are not relevant to the specificPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 document being created. The system may allow the user to create a custom training dataset for a particular document while preserving the default training dataset for future documents of the same type.
[0460] The user may also edit or replace the drafting guidelines used for a specific document The user may modify formatting rules to accommodate specific requirements of a particular document. The user may adjust structural requirements to match the preferences of a specific audience or recipient. The user may add custom rules that apply only to the current document. The system may preserve the default drafting guidelines for future documents while allowing customization for the current document.
[0461] Document types may be restricted by user type. Certain document types may be available only to users with specific roles or credentials. For example, patent document types may be restricted to users designated as patent attorneys or patent agents Legal brief document types may be restricted to users designated as licensed attorneys The system may verify user credentials before allowing access to restricted document types.
[0462] Document types may also be restricted by user privileges. Users may be assigned different privilege levels that determine which document types they can access. Administrative users may have access to all document types. Standard users may have access to a subset of document types. Guest users may have limited or no access to certain document types. The system may enforce privilege restrictions when a user attempts to create or open a document of a particular type.
[0463] Document types may further be restricted by organization privileges Organizations may subscribe to specific document types, and only users within those organizations may access the subscribed document types. An organization may subscribe to patent document types if the organization engages in patent prosecution. An organization may subscribe to contract document types if the organization frequently drafts contracts. The system may verify organization membership and subscription status before granting access to document types.
[0464] Users or organizations may subscribe to document types. The subscription model may allow users to access premium document types that include enhanced Al repositories and training datasets. Subscribed document types may include access to specialized agents and advanced prompt sequences Subscribed document types may include access to proprietary' drafting guidelines developed by experts in the field. The system may manage subscription status and enforce access restrictions based on active subscriptions.
[0465] The document editor may produce an Al-enabled document file. The Al-enabled document file may use a specific file type to distinguish it from standard document files. In some embodiments, the Al-enabled document file may use an ".aid” file extension. The ".aid" file extension may indicate that the file contains embedded Al-related metadata and conversation history. Alternatively, the Al-enabled document file may use a standard file extension such as " doc" or " docx" with an added layer of metadata The metadata layer may store Al-related information without altering the underlying document format. The metadata layer may allow the Al-enabled document to be opened and edited in standard word processing applications while preserving Al functionality when opened in the document editor.
[0466] The Al-enabled document file may memorize the conversation history associated with the document. The conversation history may include all interactions between the user and the Al system during the creation and editing of the document. The conversation history' may include prompts submitted by the user and responses generated by the Al system. The conversation history may include modifications made by tire user to Al-generated content. The conversation history' may include feedback provided by the user regarding the quality or relevance of generated content.
[0467] The Al-enabled document file may also memorize the workflow history of user operations inside the document editor. The workflow history may include a record of all actions taken by the user during document creationPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 and editing The workflow history may include the sequence of prompts executed by the user. The workflow history may include the sections of the document that were generated or modified The workflow history may include the training datasets and drafting guidelines that were active at different points in the workflow The workflow history may include the writing styles and creativity settings used for different portions of the document.Inputs ModuleFile Types
[0468] A file type may indicate to the document editor how to read a file The file type may indicate how to process a file. The file type may indicate how to otherwise use one or more files uploaded with that file type designation. For example, a patent application document type may include one or more file types. The file types may include prior art. The file types may include invention disclosure forms. The file types may include a manuscript. The file types may include a transcript. The processing parameters may be used when constructing prompts to large language models The processing parameters may be used when operating agents Each document type may have defined input file types. The input file types may be specific to that document type.
[0469] FIG. 10 illustrates one possible embodiment of the Input Module 1000, which may be configured to manage the ingestion, categorization, and preprocessing of external materials used by the system. The Input Module 1000 may provide a user interface through which documents and files may be uploaded, classified, and prepared for integration into the inference orchestration workflow. The module may distinguish between different categories of input materials based on their intended use within the document editing and drafting process.
[0470] The Input Module 1000 may include a navigation bar at the top of the interface, displaying multiple selectable tabs such as "Draft" "Chat," "Inputs," "Review," "Drawings," and "Rules." The "Inputs" tab may be visually emphasized to indicate that the user is currently viewing the input management interface. This tab-based navigation may allow users to switch between different functional areas of the platform while maintaining context within a single document editing session.
[0471] Within the Input Module 1000, a first section may be designated as "INPUT MATERIALS." This section may be configured to receive and organize documents that the system may study or reference when drafting or responding to patent documents The section may display a descriptive sentence explaining the purpose of the input materials, such as "Junior will study these documents to draft or respond to patent documents." An information icon may be positioned adjacent to this description to provide additional guidance or context to the user.
[0472] The INPUT MATERIALS section may display a list of uploaded files, each file entry showing the filename and an associated document type designation. Each file entry may include a delete control, such as a trashcan icon, allowing the user to remove individual files from the input materials collection. The filenames may be displayed in a vertical list format, with each filename occupying a separate row. To the right of each filename, a document type label may be displayed, such as "Office Action," "Prior Art," "Specification," or "Last Filed Response"
[0473] The document type labels may be aligned in a vertical column to the right of the file list, creating a visual association between each uploaded file and its designated category. This categorization may enable the system to apply different processing rules or extraction methods based on the nature of the document. For example, an Office Action may be processed to extract rejections and examiner comments, while a Prior Art document may be processed to identify relevant technical disclosures and claim limitations.
[0474] Below the file list in the INPUT MATERIALS section, a control bar may be provided with multiple interactive elements A dropdown button labeled "File Type" may allow the user to select a document type categoryPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 before uploading a new file. An "Upload" button may be positioned adjacent to the File Type dropdown, and this button may be enabled or disabled based on whether a valid file type has been selected. To tire right of the Upload button, text indicating a maximum file size limit, such as "Max 100 MB," may be displayed to inform the user of upload constraints
[0475] The Input Module 1000 may further include a second section designated as "TRAINING MATERIALS." This section may be configured to receive and organize documents that the system may study to learn drafting style, structure, and language patterns. The TRAINING MATERIAL S section may display a descriptive sentence explaining its purpose, such as "Junior will study these documents to mimic the drafting style, structure, and language used in the documents." An information icon may be positioned adjacent to this description.
[0476] The TRAINING MATERIALS section may include an instruction line directing the user to select a File Type and click Upload to add files. This instruction may be displayed when no training materials have yet been uploaded. Below the instruction, a control bar similar to that in the INPUT MATERIALS section may be provided, including a "File Type" dropdow...
Claims
PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 ClaimsClaim Set: Prompt Sequencer1. A system for orchestrating document drafting through prompt sequences, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide a prompt management interface configured to orchestrate document drafting using prompt sequences, wherein each prompt sequence comprises a plurality of interconnected prompts structured for a specific drafting task: enable creation of prompt sequences through at least one of manual user assembly, automatic generation based on document context, automatic generation based on agent analysis, and retrieval from a prompt library;divide complex drafting tasks into a plurality of sequential stages, wherein each sequential stage focuses on a specific subtask comprising at least one of outlining, section expansion, and language refinement;provide a \ isi i;i 1 sequence builder interface configured to enable users to assemble, configure, and preview prompt sequences, wherein the visual sequence builder interface comprises controls for configuring parameters comprising writing style and context:store prompt sequences as reusable objects with version control; andexecute prompt sequences to generate document content.
2. The system of claim 1, wherein the instructions further cause the system to:receive an exemplar document; andreverse-engineer a prompt sequence from the exemplar document by inferring a plurality of stages and matching output style and structure of the exemplar document.
3. The system of claim 1, wherein the instructions further cause the system to:implement conditional branching within a prompt sequence based on document characteristics; and implement feedback loops within the prompt sequence to enable dynamic adaptation and iterative content improvement4. The system of claim 1, wherein the instructions further cause the system to:provide a plurality of templates, wherein each template establishes a standardized sequence framework for a common drafting task; andenable customization of templates for specific document requirements.5 The system of claim 1 , wherein the instructions further cause the system to:export prompt sequences in a portable format: andimport prompt sequences from external sources to facilitate sharing across organizations.
6. The system of claim 1, wherein the instructions further cause the system to:compose complex prompt sequences from a plurality of simpler component sequences, wherein the simpler component sequences correspond to document components comprising claims, specification sections, and figure descriptionsPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 1186647. The system of claim 1, wherein the instructions further cause the system to:provide a plurality of entry points for invoking prompt sequences, wherein the plurality of entry’ points comprise manual execution, agent recommendations, template-embedded triggers, and workflow rules.
8. The system of claim 1, wherein the instructions further cause the system to:track execution of prompt sequences by recording version information, parameters, affected document sections, and generated outputs; andmaintain an audit trail for reproducibility.
9. The system of claim 1, wherein the instructions further cause the system to:integrate prompt sequences with external tools comprising at least one of prior art search tools and compliance checkers to augment drafting capabilities.
10. The system of claim 1, wherein the instructions further cause the system to:enable collaborative sequence development by allowing a plurality’ of users to contribute to prompt sequences; track changes made by the plurality of users; andresolve conflicts among changes made by the plurality of users.
11. The system of claim 1, wherein the instructions further cause the system to:associate section- specific prompt sequences with unique requirements of respective document components; and apply’ section-specific instructions during execution of the scction-spccific prompt sequences.12 The system of claim 1, wherein the instructions further cause the system to:analyze document characteristics and user behavior metrics; andrecommend prompt sequences based on the document characteristics and user behavior metrics.
13. The system of claim 1, wherein the instructions further cause the system to:analyze user modifications to outputs generated by prompt sequences;analyze user acceptance patterns of outputs generated by prompt sequences; andimprove prompt sequences based on the user modifications and user acceptance patterns14. The system of claim 1, wherein the instructions further cause the system to:provide parameterization controls for prompt sequences to enable user customization of sequence behavior for different drafting scenarios.
15. The system of claim 1, wherein the instructions further cause the system to:implement error handling stages within prompt sequences;implement validation stages within prompt sequences; andimplement remediation stages within prompt sequences to enhance reliability.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 16. The system of claim 1, wherein the instructions further cause the system to:track performance metrics for prompt sequences, wherein the performance metrics comprise success rates, efficiency metrics, and quality metrics; andgenerate analytics based on the performance metrics for optimization purposes17. The system of claim 1, wherein the instructions further cause the system to:manage context provided to language models by refining context as prompt sequence stages progress to optimize token usage.18 The system of claim 1, wherein the instructions further cause the system to:export prompt sequences in a human-readable format to support training, peer review, and quality assessment.
19. The system of claim 1, wherein the instructions further cause the system to:deploy different language models for distinct stages within a prompt sequence based on stage requirements.
20. The system of claim 1, wherein the instructions further cause the system to:provide debugging tools configured to enable inspection, tracing, and error identification within prompt sequence execution.
21. The system of claim 1, wherein the instructions further cause the system to:generate documentation materials alongside main content during prompt sequence execution, wherein the documentation materials comprise at least one of inventor notes and examiner guidance.22 The system of claim 1, wherein the instructions further cause the system to:provide accessibility features to ensure prompt sequence usability for all users, wherein the accessibility features comprise multiple output formats.
23. The system of claim 1, wherein the instructions further cause the system to:implement governance frameworks establishing standards for prompt sequence quality, review procedures, and allowed use.
24. The system of claim 1, wherein the instructions further cause the system to:implement security controls to protect sensitive data through context minimization, redaction, and access restrictions during prompt sequence execution25. The system of claim 1, wherein the instructions further cause the system to:provide localization tools configured to adapt prompt sequences for different jurisdictions, languages, and regulatory contexts26. The system of claim 1, wherein the instructions further cause the system to:implement collaborative drafting workflows that assign responsibility across a plurality of contributors; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 track responsibility across the plurality of contributors.27 The system of claim 1, wherein the instructions further cause the system to:validate prompt sequences for compliance with standards and regulations through a certification program.
28. The system of claim 1, wherein the instructions further cause the system to:capture drafting rationale, alternatives, and best practices within prompt sequences as knowledge management features.29 The system of claim 1, wherein the instructions further cause the system to:integrate with external workflow systems to support document management, matter management, and billing management.
30. The system of claim 1, wherein the instructions further cause the system to:provide a sequence marketplace configured to enable sharing, previewing, and acquiring of prompt sequences; and collect user feedback and reviews for prompt sequences in the sequence marketplace.
31. The system of claim 1, wherein the instructions further cause the system to:implement compliance checking stages within prompt sequences to validate content against applicable laws, regulations, and industry policies.
32. The system of claim 30, wherein the instructions further cause the system to:enable users to derive personalized prompt sequences from marketplace-acquired prompt sequences;track updates from a provider of the marketplace-acquired prompt sequences; andprovide customization workflow's for the personalized prompt sequences.
33. The system of claim 1, wherein the instructions further cause the system to:simulate effects of prompt sequence changes on existing documents through impact analysis; andprovide quality control information based on the impact analysis.34 The system of claim 1, wherein the instructions further cause the system to:provide prompt containers within prompt sequences, wherein each prompt container manages context, writing style, and injection points for multi-section editing.
35. The system of claim 1, wherein the instructions further cause the system to:leverage training datasets and agent context files to standardize and refine sequence outputs and prompt libraries.36 A method for orchestrating document drafting through prompt sequences, the method comprising: providing, by a computing system, a prompt management interface configured to orchestrate document drafting using prompt sequences, wherein each prompt sequence comprises a plurality of interconnected prompts structured for a specific drafting task;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enabling creation of prompt sequences through at least one of manual user assembly, automatic generation based on document context, automatic generation based on agent analysis, and retrieval from a prompt library; dividing complex drafting tasks into a plurality of sequential stages, wherein each sequential stage focuses on a specific subtask comprising at least one of outlining, section expansion, and language refinement;providing a visual sequence builder interface configured to enable users to assemble, configure, and preview prompt sequences, wherein the visual sequence builder interface comprises controls for configuring parameters comprising writing style and context;storing prompt sequences as reusable objects with version control; andexecuting prompt sequences to generate document content.
37. The method of claim 36, further comprising:receiving an exemplar document; andreverse-engineering a prompt sequence from the exemplar document by inferring a plurality of stages and matching output style and structure of the exemplar document.
38. The method of claim 36, further comprising:implementing conditional branching within a prompt sequence based on document characteristics; and implementing feedback loops within the prompt sequence to enable dynamic adaptation and iterative content improvement.
39. The method of claim 36, further comprising:providing a plurality of templates, wherein each template establishes a standardized sequence framework for a common drafting task; andenabling customization of templates for specific document requirements40. The method of claim 36, further comprising:exporting prompt sequences in a portable format; andimporting prompt sequences from external sources to facilitate sharing across organizations.
41. The method of claim 36, further comprising:composing complex prompt sequences from a plurality of simpler component sequences, wherein the simpler component sequences correspond to document components comprising claims, specification sections, and figure descriptions.
42. The method of claim 36, further comprising:providing a plurality of entry points for invoking prompt sequences, wherein the plurality of entry points comprise manual execution, agent recommendations, template-embedded triggers, and workflow rules.
43. The method of claim 36, further comprising:tracking execution of prompt sequences by recording version information, parameters, affected document sections, and generated outputs; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 maintaining an audit trail for reproducibility.44 The method of claim 36, further comprising:integrating prompt sequences with external tools comprising at least one of prior art search tools and compliance checkers to augment drafting capabilities.
45. The method of claim 36, further comprising:enabling collaborative sequence development by allowing a plurality of users to contribute to prompt sequences; tracking changes made by the plurality of users; andresolving conflicts among changes made by the plurality of users46. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide a prompt management interface configured to orchestrate document drafting using prompt sequences, wherein each prompt sequence comprises a plurality of interconnected prompts structured for a specific drafting task; enable creation of prompt sequences through at least one of manual user assembly, automatic generation based on document context, automatic generation based on agent analysis, and retrieval from a prompt library;divide complex drafting tasks into a plurality of sequential stages, wherein each sequential stage focuses on a specific subtask comprising at least one of outlining, section expansion, and language refinement;provide a visual sequence builder interface configured to enable users to assemble, configure, and preview prompt sequences, wherein the visual sequence builder interface comprises controls for configuring parameters comprising writing style and context;store prompt sequences as reusable objects with version control; andexecute prompt sequences to generate document content47. The non-transitory computer-readable medium of claim 46, wherein the instructions further cause the computing system to:receive an exemplar document; andreverse-engineer a prompt sequence from the exemplar document by inferring a plurality of stages and matching output style and structure of the exemplar document.
48. The non-transitory computer-readable medium of claim 46, wherein the instructions further cause the computing system to:implement conditional branching within a prompt sequence based on document characteristics; and implement feedback loops within the prompt sequence to enable dynamic adaptation and iterative content improvement.49 The non-transitory computer-readable medium of claim 46, wherein the instructions further cause the computing system to:provide a plurality of templates, wherein each template establishes a standardized sequence framework for a common drafting task; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enable customization of templates for specific document requirements.50 The non-transitory computer-readable medium of claim 46, wherein the instructions further cause the computing system to:track execution of prompt sequences by recording version information, parameters, affected document sections, and generated outputs: andmaintain an audit trail for reproducibility.Claim Set: Reverse Engineering Prompts51. A system for reverse engineering documents to generate prompt sequences, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:receive a reference document;analyze the reference document to identify structural characteristics, content patterns, and formatting conventions; generate a prompt sequence configured to reproduce content similar to the reference document, wherein the prompt sequence comprises a plurality of prompts corresponding to sections of the reference document;associate each prompt in the prompt sequence with parameters comprising context usage, writing style, and temperature settings; andstore tire prompt sequence in a prompt library.
52. The system of claim 51, w herein the instructions further cause the system to:provide an agent module configured to perform reverse engineering of documents internally: andexecute tire agent module to generate the prompt sequence.
53. The system of claim 51, wherein the instructions further cause the system to:provide an application programming interface configured to receive reverse engineering requests from third-party systems;receive, via the application programming interface, a document provided by a third-party call; andgenerate the prompt sequence based on the document provided by the third-party call.
54. The system of claim 51, wherein the instructions further cause tire system to:detect section boundaries in the reference document based on structural markers, formatting, and content characteristics; andgenerate a separate prompt for each detected section55. The system of claim 51, wherein the instructions further cause the system to:assess writing style characteristics for each section of the reference document; andconfigure prompts to reproduce the writing style characteristics.
56. The system of claim 51, wherein the instructions further cause the system to:identify contextual dependencies among sections of the reference document; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 configure prompts to account for tire contextual dependencies.57 The system of claim 51 , wherein the instructions further cause the system to:automatically set parameters for each prompt based on analysis of the reference document; andenable user modification of the automatically set parameters.
58. The system of claim 51. wherein the instructions further cause tire system to:associate the prompt sequence with metadata comprising document type, technology area, and client matter information.
59. The system of claim 51, wherein the instructions further cause the system to:enable retrieval of the prompt sequence from the prompt library for application to new documents; and enable customization of parameters of the prompt sequence for the new documents.
60. The system of claim 51, wherein the instructions further cause the system to:validate generated prompts by executing the prompt sequence to generate test content; andcompare the test content to the reference document to assess fidelity61. A method for reverse engineering documents to generate prompt sequences, the method comprising: receiving, by a computing system, a reference document;analyzing the reference document to identify structural characteristics, content patterns, and formatting conventions; generating a prompt sequence configured to reproduce content similar to tire reference document, wherein the prompt sequence comprises a plurality of prompts corresponding to sections of the reference document;associating each prompt in the prompt sequence with parameters comprising context usage, writing style, and temperature settings: andstoring the prompt sequence in a prompt library.
62. The method of claim 61, further comprising:providing an agent module configured to perform reverse engineering of documents internally; andexecuting the agent module to generate the prompt sequence.
63. The method of claim 61, further comprising:providing an application programming interface configured to receive reverse engineering requests from third-party systems;receiving, via the application programming interface, a document provided by a third-party call; and generating the prompt sequence based on the document provided by the third-party call.64 The method of claim 61, further comprising:detecting section boundaries in the reference document based on structural markers, formatting, and content characteristics; andgenerating a separate prompt for each detected section.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 11866465. The method of claim 61, further comprising:assessing writing style characteristics for each section of the reference document; andconfiguring prompts to reproduce the writing style characteristics.
66. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:receive a reference document;analyze the reference document to identify structural characteristics, content patterns, and formatting conventions; generate a prompt sequence configured to reproduce content similar to the reference document, wherein the prompt sequence comprises a plurality of prompts corresponding to sections of the reference document;associate each prompt in the prompt sequence with parameters comprising context usage, writing style, and temperature settings: andstore the prompt sequence in a prompt library.
67. The non-transitory computer-readable medium of claim 66, wherein tire instructions further cause the computing system to:provide an agent module configured to perform reverse engineering of documents internally; andexecute tire agent module to generate the prompt sequence.
68. The non-transitory computer-readable medium of claim 66, wherein the instructions further cause the computing system to:provide an application programming interface configured to receive reverse engineering requests from third-party systems;receive, via the application programming interface, a document provided by a third-party call; andgenerate the prompt sequence based on the document provided by the third-party call.
69. The non-transitory computer-readable medium of claim 66, wherein the instructions further cause the computing system to:detect section boundaries in the reference document based on structural markers, formatting, and content characteristics; andgenerate a separate prompt for each detected section.
70. The non-transitory computer-readable medium of claim 66, wherein the instructions further cause the computing system to:validate generated prompts by executing the prompt sequence to generate test content; andcompare the test content to the reference document to assess fidelity.Claim Set: With Prompt Sequencing for Prompt Containers71. A system for managing prompt containers with injectable island references, the system comprising:a processor; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 a memory' storing instructions that, when executed by the processor, cause the system to:provide a plurality of prompt containers, wherein each prompt container comprises a prompt configured to generate content for a document;implement an injectable island reference system within the plurality of prompt containers, wherein the injectable island reference system enables each prompt container to reference specific locations within a document for content insertion;execute a prompt sequence comprising the plurality of prompt containers to generate content; andinsert generated content at locations specified by injectable island references.72 The system of claim 71 , wherein the instructions further cause the system to:enable each prompt container to specify an insertion point using a paragraph identifier; andresolve the paragraph identifier to a current location in the document.
73. The system of claim 71, wherein the instructions further cause tire system to:enable each prompt container to specify an insertion action comprising at least one of inserting new content, replacing existing content, moving existing content, and deleting existing content.
74. The system of claim 71, wherein the instructions further cause the system to:track changes made by prompt containers using the injectable island reference system; andenable user acceptance or rejection of changes made by prompt containers.
75. The system of claim 71, wherein the instructions further cause the system to:enable prompt containers to reference multiple locations within the document; andcoordinate content generation across the multiple locations76. The system of claim 71, wherein the instructions further cause the system to:provide a visual interface displaying injectable island references within the document; andenable navigation among injectable island references77. The system of claim 71, wherein the instructions further cause the system to:associate each injectable island reference with provenance information identifying source materials and reasoning objects used to generate content.
78. The system of claim 71, wherein the instructions further cause tire system to:enable conditional execution of prompt containers based on document characteristics; anddetermine which injectable island references to activate based on the document characteristics.79 The system of claim 71 , wherein the instructions further cause the system to:enable prompt containers to specify formatting requirements for inserted content; andapply the formatting requirements when inserting content at locations specified by injectable island references.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 80. The system of claim 71, wherein the instructions further cause the system to:enable prompt containers to reference content generated by other prompt containers in the prompt sequence; and use the referenced content as context for subsequent content generation81. A method for managing prompt containers with injectable island references, the method comprising: providing, by a computing system, a plurality of prompt containers, wherein each prompt container comprises a prompt configured to generate content for a document;implementing an injectable island reference system within the plurality of prompt containers, wherein the injectable island reference system enables each prompt container to reference specific locations within a document for content insertion;executing a prompt sequence comprising the plurality of prompt containers to generate content; andinserting generated content at locations specified by injectable island references.
82. The method of claim 81, further comprising:enabling each prompt container to specify an insertion point using a paragraph identifier; andresolving the paragraph identifier to a current location in the document.
83. The method of claim 81, further comprising:enabling each prompt container to specify an insertion action comprising at least one of inserting new content, replacing existing content, moving existing content, and deleting existing content.
84. The method of claim 81, further comprising:tracking changes made by prompt containers using the injectable island reference system; andenabling user acceptance or rejection of changes made by prompt containers85. The method of claim 81, further comprising:enabling prompt containers to reference multiple locations within the document; andcoordinating content generation across the multiple locations.
86. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide a plurality of prompt containers, wherein each prompt container comprises a prompt configured to generate content for a document;implement an injectable island reference system within the plurality of prompt containers, wherein the injectable island reference system enables each prompt container to reference specific locations within a document for content insertion;execute a prompt sequence comprising the plurality of prompt containers to generate content; andinsert generated content at locations specified by injectable island references87. The non-transitory computer-readable medium of claim 86, wherein the instructions further cause the computing system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 enable each prompt container to specify an insertion point using a paragraph identifier; andresolve the paragraph identifier to a current location in the document.
88. The non-transitory computer-readable medium of claim 86, wherein the instructions further cause the computing system to:enable each prompt container to specify an insertion action comprising at least one of inserting new content, replacing existing content, moving existing content, and deleting existing content.
89. The non-transitory computer-readable medium of claim 86, wherein tire instructions further cause the computing system to:track changes made by prompt containers using the injectable island reference system; andenable user acceptance or rejection of changes made by prompt containers.
90. The non-transitory computer-readable medium of claim 86, wherein the instructions further cause the computing system to:associate each injectable island reference with provenance information identifying source materials and reasoning objects used to generate contentClaim Set: Multi-Point Entry91 A system for integrating conversational artificial intelligence with document editing, the system comprising: a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide an interface to a conversational artificial intelligence system;receive, from the conversational artificial intelligence system, conversation data comprising user interactions regarding a document;analyze the conversation data to extract document requirements, preferences, and content specifications; generate reasoning objects based on the conversation data, wherein the reasoning objects comprise at least one of agents, prompt sequences, and drafting guidelines;provide an artificial intelligence-centric document editor configured to apply the reasoning objects to edit the document; andenable transfer of the document and the reasoning objects between tire conversational artificial intelligence system and the artificial intelligence-centric document editor.92 The system of claim 91 , wherein the instructions further cause the system to:enable a user to initiate document discussion in the conversational artificial intelligence system; andtransfer the conversation data to the artificial intelligence-centric document editor for continued editing.
93. The system of claim 91, wherein the instructions further cause tire system to:enable a first user to initiate document discussion in the conversational artificial intelligence system;transfer the conversation data and the document to the artificial intelligence-centric document editor; and enable a second user to continue editing the document in the artificial intelligence-centric document editor using thePATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 reasoning objects generated from the conversation data.94 The system of claim 91 , wherein the instructions further cause the system to:extract terminology preferences from the conversation data;extract structural preferences from the conversation data; andgenerate drafting guidelines based on the terminology preferences and structural preferences95. The system of claim 91, wherein the instructions further cause the system to:identify document objectives from the conversation data; andgenerate agents configured to achieve the document objectives96. The system of claim 91, wherein the instructions further cause the system to:identify a sequence of editing operations from the conversation data; andgenerate a prompt sequence corresponding to tire sequence of editing operations.
97. The system of claim 91, wherein the instructions further cause the system to:enable bidirectional transfer of information between the conversational artificial intelligence system and the artificial intelligence-centric document editor during a single editing session.
98. The system of claim 91, wherein the instructions further cause the system to:store the reasoning objects in a repository accessible to a plurality of users; andenable the plurality of users to apply the reasoning objects to other documents.99 The system of claim 91 , wherein the instructions further cause the system to:provide an application programming interface configured to facilitate communication between the conversational artificial intelligence system and the artificial intelligence-centric document editor.
100. The system of claim 91, wherein the instructions further cause the system to:authenticate users accessing the conversational artificial intelligence system and the artificial intelligence-centric document editor; andenforce access controls for the document and the reasoning objects101. A method for integrating conversational artificial intelligence with document editing, the method comprising: providing, by a computing system, an interface to a conversational artificial intelligence system;receiving, from the conversational artificial intelligence system, conversation data comprising user interactions regarding a document;analyzing the conversation data to extract document requirements, preferences, and content specifications; generating reasoning objects based on the conversation data, wherein the reasoning objects comprise at least one of agents, prompt sequences, and drafting guidelines;providing an artificial intelligence-centric document editor configured to apply the reasoning objects to edit the document; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 enabling transfer of the document and the reasoning objects between the conversational artificial intelligence system and the artificial intelligence-centric document editor.
102. The method of claim 101, further comprising:enabling a user to initiate document discussion in the conversational artificial intelligence system; and transferring the conversation data to the artificial intelligence-centric document editor for continued editing.
103. The method of claim 101, further comprising:enabling a first user to initiate document discussion in the conversational artificial intelligence system; transferring the conversation data and the document to the artificial intelligence-centric document editor; and enabling a second user to continue editing the document in the artificial intelligence-centric document editor using the reasoning objects generated from the conversation data.
104. The method of claim 101, further comprising:extracting terminology preferences from the conversation data;extracting structural preferences from the conversation data; andgenerating drafting guidelines based on the terminology preferences and structural preferences105. The method of claim 101, further comprising:identifying document objectives from the conversation data; andgenerating agents configured to achieve the document objectives106. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide an interface to a conversational artificial intelligence system:receive, from the conversational artificial intelligence system, conversation data comprising user interactions regarding a document;analyze tire conversation data to extract document requirements, preferences, and content specifications; generate reasoning objects based on the conversation data, wherein the reasoning objects comprise at least one of agents, prompt sequences, and drafting guidelines;provide an artificial intelligence-centric document editor configured to apply the reasoning objects to edit the document; andenable transfer of the document and the reasoning objects between the conversational artificial intelligence system and the artificial intelligence-centric document editor.
107. The non-transitory computer-readable medium of claim 106, wherein the instructions further cause the computing system to:enable a user to initiate document discussion in the conversational artificial intelligence system; andtransfer the conversation data to the artificial intelligence-centric document editor for continued editing.
108. The non-transitory computer- readable medium of claim 106, wherein the instructions further cause the computingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 system to:enable a first user to initiate document discussion in the conversational artificial intelligence system;transfer the conversation data and the document to the artificial intelligence-centric document editor; and enable a second user to continue editing the document in the artificial intelligence-centric document editor using the reasoning objects generated from the conversation data.
109. The non-transitory computer-readable medium of claim 106, wherein the instructions further cause the computing system to:extract terminology preferences from tire conversation data;extract structural preferences from the conversation data; andgenerate drafting guidelines based on the terminology preferences and structural preferences110. The non-transitory computer- readable medium of claim 106, wherein the instructions further cause the computing system to:provide an application programming interface configured to facilitate communication between the conversational artificial intelligence system and tire artificial intelligence-centric document editor.Claim Set: Third Party Integration111. A system for managing invention disclosures through third-party integration, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide a custom organizational agent within a conversational interface configured to collect invention disclosure information;interact with a word-processing module via an application programming interface to transfer invention data between the conversational interface and a document editing environment;integrate with a third-party conversational artificial intelligence system to enable bidirectional data exchange between an external chat interface and the document editing environment;receive structured invention data from the third-party conversational artificial intelligence system via the application programming interface;parse tire structured invention data;initiate a drafting workflow using organizational reasoning object repositories to generate a first draft document based on the structured invention data; andestablish a real-time bidirectional communication channel between the document editing environment and the conversational interface to enable clarification queries during drafting112. The system of claim 111, wherein the instructions further cause the system to:enable a user to begin drafting discussions in the third-party conversational artificial intelligence system; and continue the drafting discussions in tire document editing environment, wherein interface transition is supported for single users and multiple users.113 The system of claim 111, wherein the instructions further cause the system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 configure an external custom generative artificial intelligence agent for invention disclosure;collect structured invention data using the external custom generative artificial intelligence agent; and transmit the structured invention data to the document editing environment via the application programming interface114. The system of claim 111, wherein the instructions further cause the system to:authenticate the third-party conversational artificial intelligence system before accepting invention data; authorize transmission of invention data from the third-party conversational artificial intelligence system; and maintain an audit log of invention data transmissions for compliance and quality control.115 The system of claim 111, wherein the instructions further cause the system to:configure a custom generative pre-trained transformer for organizational invention disclosure workflows; and connect the custom generative pre-trained transformer with tire document editing environment through the application programming interface to support real-time data transmission in structured format.
116. The system of claim 111, wherein the instructions further cause the system to:provide integrated drafting agents within the document editing environment;generate at least one of invention disclosure forms, patent search reports, product mapping documents, and first draft patent applications using the integrated drafting agents; andapply organization-specific rules for formatting, terminology, and structure from accessible repositories.
117. The system of claim 111, wherein the instructions further cause the system to:provide a built-in chat interface within the document editing environment to support real-time user interaction with artificial intelligence agents;enable drafting agents and review agents specialized by document section; andenable compliance checking agents.
118. The system of claim 117, wherein the instructions further cause the system to:access a custom generative pre-trained transformer through the built-in chat interface for suggestions and guidance leveraging organizational knowledge; andpreserve user state and conversation state across workflows.
119. The system of claim 111, wherein the instructions further cause the system to:support multiple structured data formats and unstructured data formats via the application programming interface; perform format conversion as necessary;authenticate users through the custom generative pre-trained transformer; andenforce access controls.120 The system of claim 111, wherein the instructions further cause the system to:present editable drafts through the word-processing module;track user modifications to the editable drafts;inform future content generation based on the user modifications; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 provide suggestions via a chat interface by comparing current content to organizational rules and past applications.121 The system of claim 111, wherein the instructions further cause the system to:implement a feedback loop from the document editing environment to a custom generative pre-trained transformer to refine future operations based on user acceptance and user modifications.
122. The system of claim 111, wherein the instructions further cause the system to:generate alternative section drafts for user selection; andsupport management of multiple concurrent invention disclosures with separate conversation threads and data isolation123. The system of claim 111, wherein the instructions further cause the system to :save documents with preserved associations to custom generative pre-trained transformers for session resumption, conversation continuity, and context retention; andintegrate with project management modules.124 A method for managing invention disclosures through third-party integration, the method comprising: providing, by a computing system, a custom organizational agent within a conversational interface configured to collect invention disclosure information;interacting with a word-processing module via an application programming interface to transfer invention data between tire conversational interface and a document editing environment;integrating with a third-party conversational artificial intelligence system to enable bidirectional data exchange between an external chat interface and the document editing environment;receiving structured invention data from the third-party conversational artificial intelligence system via the application programming interface;parsing the structured invention data;initiating a drafting workflow using organizational reasoning object repositories to generate a first draft document based on the structured invention data; andestablishing a real-time bidirectional communication channel between the document editing environment and the conversational interface to enable clarification queries during drafting.
125. The method of claim 124, further comprising:enabling a user to begin drafting discussions in tire third-party conversational artificial intelligence system; and continuing the drafting discussions in the document editing environment, wherein interface transition is supported for single users and multiple users.
126. The method of claim 124, further comprising:configuring an external custom generative artificial intelligence agent for invention disclosure;collecting structured invention data using the external custom generative artificial intelligence agent; and transmitting the structured invention data to the document editing environment via the application programming interface.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664127. The method of claim 124, further comprising:authenticating the third-party conversational artificial intelligence system before accepting invention data; authorizing transmission of invention data from the third-party conversational artificial intelligence system; and maintaining an audit log of invention data transmissions for compliance and quality control.
128. The method of claim 124, further comprising:configuring a custom generative pre-trained transformer for organizational invention disclosure workflows; and connecting the custom generative pre-trained transformer with the document editing environment through the application programming interface to support real-time data transmission in structured format129. The method of claim 124, further comprising:providing integrated drafting agents within the document editing environment;generating at least one of invention disclosure forms, patent search reports, product mapping documents, and first draft patent applications using the integrated drafting agents; andapplying organization- specific rides for formatting, terminology, and structure from accessible repositories.
130. The method of claim 124, further comprising:providing a built-in chat interface within the document editing environment to support real-time user interaction with artificial intelligence agents;enabling drafting agents and review agents specialized by document section; andenabling compliance checking agents.1 1 A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide a custom organizational agent within a conversational interface configured to collect invention disclosure information;interact with a word-processing module via an application programming interface to transfer invention data between the conversational interface and a document editing environment;integrate with a third-party conversational artificial intelligence system to enable bidirectional data exchange between an external chat interface and the document editing environment;receive structured invention data from the third-party conversational artificial intelligence system via the application programming interface;parse tire structured invention data;initiate a drafting workflow using organizational reasoning object repositories to generate a first draft document based on the structured invention data; andestablish a real-time bidirectional communication channel between the document editing environment and the conversational interface to enable clarification queries during drafting132. The non-transitory computer- readable medium of claim 131, wherein the instructions further cause the computing system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enable a user to begin drafting discussions in the third-party conversational artificial intelligence system; and continue the drafting discussions in the document editing environment, wherein interface transition is supported for single users and multiple users133. The non- transitory computer- readable medium of claim 131, wherein the instructions further cause the computing system to:configure an external custom generative artificial intelligence agent for invention disclosure;collect structured invention data using the external custom generative artificial intelligence agent; and transmit the structured invention data to the document editing environment via the application programming interface.
134. The non- transitory computer- readable medium of claim 131, wherein the instructions further cause the computing system to:authenticate the third-party conversational artificial intelligence system before accepting invention data; authorize transmission of invention data from the third-party conversational artificial intelligence system; and maintain an audit log of invention data transmissions for compliance and quality control.135 The non-transitory computer- readable medium of claim 131 , wherein the instructions further cause the computing system to:provide integrated drafting agents within the document editing environment;generate at least one of invention disclosure forms, patent search reports, product mapping documents, and first draft patent applications using the integrated drafting agents; andapply organization-specific rules for formatting, terminology, and structure from accessible repositories.Claim Set: Supervised Reasoning Protocol I Inference Orchestration System136. A system for providing supervised reasoning to a group of users, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:maintain a plurality of prompt libraries accessible to a group of users;provide a subscription management module configured to control access to the plurality of prompt libraries; enable users in the group to access and use the plurality of prompt libraries without administrative control over the plurality of prompt libraries;maintain administrative control over the plurality of prompt libraries by a supervising entity;update the plurality of prompt libraries by tire supervising entity;propagate updates to the plurality of prompt libraries to all users in the group; andprovide a supervised model to users in the group, wherein the supervised model restricts editing control over the plurality of prompt libraries to the supervising entity.
137. The system of claim 136, wherein the instructions further cause the system to:maintain a plurality of agent libraries accessible to the group of users;enable users in the group to access and use agents from the plurality of agent libraries without administrative control over the agents; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 maintain administrative control over the agents by the supervising entity.138 The system of claim 136, wherein the instructions further cause the system to:track usage of the plurality of prompt libraries by users in the group;generate usage analytics based on the tracked usage; andprovide tire usage analytics to the supervising entity.
139. The system of claim 136, wherein the instructions further cause the system to:enforce version control for the plurality of prompt libraries;notify users in the group when updates are made to the plurality of prompt libraries; andautomatically apply the updates to active user sessions.
140. The system of claim 136, wherein the instructions further cause the system to:implement access restrictions based on user type, user privileges, and subscription level; andenforce the access restrictions when users attempt to access the plurality of prompt libraries.141 The system of claim 136, wherein the instructions further cause the system to:organize the plurality of prompt libraries hierarchically by organization level, practice group level, and matter level; andcontrol access to each level based on user permissions.
142. The system of claim 136, wherein the instructions further cause the system to:receive feedback from users in the group regarding outputs generated using the plurality of prompt libraries; analyze the feedback to identify patterns; andupdate the plurality of prompt libraries based on the identified patterns.
143. The system of claim 136, wherein the instructions further cause the system to:maintain a marketplace of prompt libraries;enable the supervising entity to publish prompt libraries to the marketplace; andenable other entities to subscribe to the published prompt libraries.
144. The system of claim 136, wherein the instructions further cause the system to:implement quality assurance procedures for the plurality of prompt libraries;conduct periodic reviews of the plurality of prompt libraries; anddocument findings and actions in an audit trail.
145. The system of claim 136, wherein the instructions further cause the system to:provide different subscription tiers with varying levels of access to the plurality of prompt libraries; and enforce subscription tier restrictions when users access the plurality of prompt libraries.
146. A method for providing supervised reasoning to a group of users, the method comprising:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 maintaining, by a computing system, a plurality of prompt libraries accessible to a group of users;providing a subscription management module configured to control access to the plurality of prompt libraries; enabling users in the group to access and use the plurality of prompt libraries without administrative control over the plurality of prompt libraries;maintaining administrative control over the plurality of prompt libraries by a supervising entity;updating the plurality of prompt libraries by the supervising entity;propagating updates to the plurality of prompt libraries to all users in the group; andproviding a supervised model to users in the group, wherein the supervised model restricts editing control over the plurality of prompt libraries to the supervising entity.
147. The method of claim 146, further comprising:maintaining a plurality of agent libraries accessible to the group of users;enabling users in the group to access and use agents from the plurality of agent libraries without administrative control over the agents; andmaintaining administrative control over the agents by the supervising entity.148 The method of claim 146, further comprising:tracking usage of the plurality of prompt libraries by users in the group;generating usage analytics based on the tracked usage; andproviding tire usage analytics to the supervising entity.
149. The method of claim 146, further comprising:enforcing version control for the plurality of prompt libraries;notifying users in the group when updates are made to the plurality of prompt libraries; andautomatically applying the updates to active user sessions150. The method of claim 146, further comprising:implementing access restrictions based on user type, user privileges, and subscription level; andenforcing the access restrictions when users attempt to access the plurality of prompt libraries.151 A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:maintain a plurality of prompt libraries accessible to a group of users;provide a subscription management module configured to control access to the plurality of prompt libraries; enable users in the group to access and use the plurality of prompt libraries without administrative control over the plurality of prompt libraries;maintain administrative control over the plurality of prompt libraries by a supervising entity;update the plurality of prompt libraries by the supervising entity;propagate updates to the plurality of prompt libraries to all users in the group; andprovide a supervised model to users in the group, wherein the supervised model restricts editing control over the plurality of prompt libraries to the supervising entity.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664152. The non- transitory computer- readable medium of claim 151, wherein the instructions further cause the computing system to:maintain a plurality of agent libraries accessible to the group of users;enable users in the group to access and use agents from the plurality of agent libraries without administrative control over the agents; andmaintain administrative control over the agents by the supervising entity.
153. The non- transitory computer- readable medium of claim 151, wherein the instructions further cause the computing system to:track usage of the plurality of prompt libraries by users in the group;generate usage analytics based on the tracked usage; andprovide tire usage analytics to the supervising entity.
154. The non-transitory computer-readable medium of claim 151, wherein the instructions further cause the computing system to:enforce version control for the plurality of prompt libraries;notify users in the group when updates are made to the plurality of prompt libraries; andautomatically apply the updates to active user sessions.
155. The non-transitory computer- readable medium of claim 151, wherein the instructions further cause the computing system to:organize the plurality of prompt libraries hierarchically by organization level, practice group level, and matter level; andcontrol access to each level based on user permissions.Claim Set: Inference Orchestration Object Sharing I Knowledge Management156. A system for managing and sharing reasoning object repositories, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide a library module configured to manage reasoning object repositories, wherein the reasoning object repositories comprise at least one of prompt libraries, agent libraries, and marketplace libraries;provide a subscriptions module configured to manage user subscriptions to the reasoning object repositories; enable sharing of reasoning object repositories among users within an organization;enable sharing of reasoning object repositories among users across different organizations;implement version control for reasoning object repositories;propagate updates to reasoning object repositories to subscribed users; andmaintain access controls for reasoning object repositories based on user permissions and subscription levels.
157. The system of claim 156, wherein the instructions further cause the system to:organize reasoning object repositories by at least one of document type, subject matter, technology area, client, andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 practice group.158 The system of claim 156, wherein the instructions further cause the system to:enable users to create custom reasoning object repositories;enable users to share custom reasoning object repositories with other users; andtrack usage of shared reasoning object repositories.
159. The system of claim 156, wherein the instructions further cause the system to:provide a marketplace for reasoning object repositories;enable users to publish reasoning object repositories to the marketplace;enable users to subscribe to reasoning object repositories from the marketplace; andcollect user feedback and ratings for reasoning object repositories in the marketplace.
160. The system of claim 156, wherein the instructions further cause the system to:implement hierarchical access controls for reasoning object repositories at organization level, practice group level, matter level, and document level.
161. The system of claim 156, wherein the instructions further cause the system to:maintain metadata for reasoning object repositories, wherein the metadata comprises at least one of owner information, creation date, version information, usage statistics, and access restrictions.
162. The system of claim 156, wherein the instructions further cause the system to:enable users to fork reasoning object repositories to create derivative versions;track relationships between original reasoning object repositories and derivative versions; andenable synchronization of updates between original reasoning object repositories and derivative versions.
163. The system of claim 156, wherein the instructions further cause the system to:provide analytics regarding usage of reasoning object repositories;identify frequently used reasoning object repositories; andrecommend reasoning object repositories to users based on usage patterns and document characteristics.
164. The system of claim 156, wherein the instructions further cause the system to:implement quality assurance procedures for reasoning object repositories;validate reasoning object repositories before publication; andmaintain audit trails for reasoning object repository modifications.
165. The system of claim 156, wherein the instructions further cause the system to:enable export of reasoning object repositories in portable formats;enable import of reasoning object repositories from external sources; andvalidate imported reasoning object repositories for compatibility.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 166. A method for managing and sharing reasoning object repositories, the method comprising:providing, by a computing system, a library module configured to manage reasoning object repositories, wherein the reasoning object repositories comprise at least one of prompt libraries, agent libraries, and marketplace libraries; providing a subscriptions module configured to manage user subscriptions to the reasoning object repositories; enabling sharing of reasoning object repositories among users within an organization;enabling sharing of reasoning object repositories among users across different organizations;implementing version control for reasoning object repositories;propagating updates to reasoning object repositories to subscribed users; andmaintaining access controls for reasoning object repositories based on user permissions and subscription levels.
167. The method of claim 166, further comprising:organizing reasoning object repositories by at least one of document type, subject matter, technology area, client, and practice group.
168. The method of claim 166, further comprising:enabling users to create custom reasoning object repositories;enabling users to share custom reasoning object repositories with other users; andtracking usage of shared reasoning object repositories.
169. The method of claim 166, further comprising:providing a marketplace for reasoning object repositories;enabling users to publish reasoning object repositories to the marketplace;enabling users to subscribe to reasoning object repositories from the marketplace; andcollecting user feedback and ratings for reasoning object repositories in the marketplace170. The method of claim 166, further comprising:implementing hierarchical access controls for reasoning object repositories at organization level, practice group level, matter level, and document level.
171. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide a library' module configured to manage reasoning object repositories, wherein the reasoning object repositories comprise at least one of prompt libraries, agent libraries, and marketplace libraries;provide a subscriptions module configured to manage user subscriptions to the reasoning object repositories; enable sharing of reasoning object repositories among users within an organization;enable sharing of reasoning object repositories among users across different organizations;implement version control for reasoning object repositories;propagate updates to reasoning object repositories to subscribed users; andmaintain access controls for reasoning object repositories based on user permissions and subscription levels.
172. The non-transitory computer- readable medium of claim 171, wherein the instructions further cause the computingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 system to:organize reasoning object repositories by at least one of document type, subject matter, technology area, client, and practice group173. The non- transitory computer- readable medium of claim 171, wherein the instructions further cause the computing system to:enable users to create custom reasoning object repositories;enable users to share custom reasoning object repositories with other users; andtrack usage of shared reasoning object repositories.
174. The non- transitory computer- readable medium of claim 171 , wherein the instructions further cause the computing system to:provide a marketplace for reasoning object repositories;enable users to publish reasoning object repositories to the marketplace;enable users to subscribe to reasoning object repositories from the marketplace; andcollect user feedback and ratings for reasoning object repositories in the marketplace.
175. The non- transitory computer- readable medium of claim 171, wherein the instructions further cause the computing system to:enable export of reasoning object repositories in portable formats;enable import of reasoning object repositories from external sources; andvalidate imported reasoning object repositories for compatibility.Claim Set: Document Type Builder176. A system for building document types using prompt sequences, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide a prompt sequencer module configured to create prompt sequences;enable a user to define a document type by specifying parameters comprising at least one of writing styles, prompt sequences, training datasets, and drafting guidelines;associate the prompt sequences with the document type;save the document type as a default model comprising the parameters and the prompt sequences;store the default model in a repository; andenable retrieval and application of the default model for creating new documents of the document type177. The system of claim 176, wherein the instructions further cause the system to:enable the user to specify section-specific prompt sequences for different sections of the document type; and associate each section-specific prompt sequence with a corresponding document section.
178. The system of claim 176, wherein the instructions further cause the system to:enable the user to specify multiple wrilmg styles for the document type; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 associate each w riting style with specific sections of the document type.179 The system of claim 176, wherein the instructions further cause the system to:enable the user to upload training datasets for the document type;process the training datasets to extract relevant patterns and language; andassociate the processed training datasets with the document type.
180. The system of claim 176, wherein the instructions further cause the system to:enable tire user to define drafting guidelines for the document type, wherein the drafting guidelines comprise formatting rules, terminology standards, and content requirements; andassociate the drafting guidelines with the document type.
181. The system of claim 176, wherein the instructions further cause the system to:enable the user to specify access restrictions for the document type based on user type, user privileges, and organizational affiliation; andenforce the access restrictions when users attempt to create documents of the document type.
182. The system of claim 176, wherein the instructions further cause the system to:enable the user to create multiple variants of the document type for different contexts; andassociate each variant with specific parameters and prompt sequences.
183. The system of claim 176, wherein the instructions further cause the system to:provide a visual interface for defining the document type;display available prompt sequences, writing styles, training datasets, and drafting guidelines; andenable the user to select and configure the parameters through the visual interface.
184. The system of claim 176, wherein the instructions further cause the system to:validate the document type definition to ensure completeness and consistency; andprovide feedback to the user regarding validation results.185 The system of claim 176, wherein the instructions further cause the system to:enable the user to export the document type definition in a portable format; andenable import of document type definitions from external sources.
186. A method for building document types using prompt sequences, the method comprising:providing, by a computing system, a prompt sequencer module configured to create prompt sequences; enabling a user to define a document type by specifying parameters comprising at least one of writing styles, prompt sequences, training datasets, and drafting guidelines;associating the prompt sequences with the document type;saving the document type as a default model comprising the parameters and the prompt sequences;storing the default model in a repository; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enabling retrieval and application of the default model for creating new documents of the document type.187 The method of claim 186, further comprising:enabling the user to specify section-specific prompt sequences for different sections of the document type; and associating each section-specific prompt sequence with a corresponding document section188. The method of claim 186, further comprising:enabling the user to specify multiple writing styles for the document type; andassociating each writing style with specific sections of the document type.
189. The method of claim 186, further comprising:enabling the user to upload training datasets for the document type:processing the training datasets to extract relevant patterns and language; andassociating the processed training datasets with the document type.
190. The method of claim 186, further comprising:enabling the user to define drafting guidelines for the document type, wherein the drafting guidelines comprise formatting rules, terminology standards, and content requirements; andassociating the drafting guidelines with the document type.
191. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide a prompt sequencer module configured to create prompt sequences;enable a user to define a document type by specifying parameters comprising at least one of writing styles, prompt sequences, training datasets, and drafting guidelines;associate the prompt sequences with the document type;save the document type as a default model comprising tire parameters and the prompt sequences;store the default model in a repository; andenable retrieval and application of the default model for creating new documents of the document type.192 The non-transitory computer-readable medium of claim 191, wherein the instructions further cause the computing system to:enable the user to specify section-specific prompt sequences for different sections of the document type; and associate each section-specific prompt sequence with a corresponding document section.
193. The non-transitory computer- readable medium of claim 191, wherein the instructions further cause the computing system to:enable the user to specify multiple wrilmg styles for the document type; andassociate each writing style with specific sections of the document type.
194. The non-transitory computer- readable medium of claim 191, wherein the instructions further cause the computingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 system to:enable the user to upload training datasets for the document tvpe:process the training datasets to extract relevant patterns and language; andassociate the processed training datasets with the document type.
195. The non-transitory computer- readable medium of claim 191, wherein the instructions further cause the computing system to:validate the document type definition to ensure completeness and consistency; andprovide feedback to the user regarding validation results.Claim Set: Document Types196. A system for managing artificial intelligence-enabled document types, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide a document editor configured to generate and manage artificial intelligence-enabled documents; support a plurality of document types, wherein each document type is associated with specific parameters and configurations;associate each document type with a set of parameters comprising writing styles and sequences of prompts with associated styles;associate each document type with dedicated training datasets comprising historical documents, sample files, and reference materials;associate each document type with artificial intelligence repositories comprising prompt libraries tailored to the document type, ordered prompt sequences for sections and documents, specialized agents, and drafting guidelines comprising formatting standards, structure standards, and content standards;provide context for generation using processed training datasets and context files from the artificial intelligence repositories; andload artificial intelligence repositories and context files relevant to a selected document type upon document creation197. The system of claim 196, wherein the instructions further cause the system to:embody document types as unique file types with specific file extensions; andpreload corresponding artificial intelligence repositories for prompts, agents, guidelines, and training datasets when a document of a unique file type is opened.198 The system of claim 196, wherein the instructions further cause the system to:embody document types as general artificial intelligence document types with embedded metadata specifying parameters and referencing artificial intelligence repositories.
199. The system of claim 196, wherein the instructions further cause the system to:enable users to customize training datasets and drafting guidelines for individual documents without affecting default settings for the document type.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 200. The system of claim 196, wherein the instructions further cause the system to:restrict access to document types based on at least one of user type, user privileges, organization privileges, and subscriptions201. The system of claim 196, wherein the instructions further cause the system to:provide subscription models governing access to premium document types and enhanced artificial intelligence features; andenforce subscription restrictions when users attempt to access premium document types.202 The system of claim 196, wherein the instructions further cause the system to:produce artificial intelligence-enabled files comprising at least one of standard document extensions with added metadata and proprietary file extensions.
203. The system of claim 196, wherein the instructions further cause the system to:store, within artificial intelligence-enabled files, conversation history’ comprising user-artificial intelligence interactions, edits, and feedback; andstore, within artificial intelligence-enabled fries, workflow history comprising user actions, prompt executions, active datasets, active guidelines, writing styles, and settings.
204. The system of claim 196, wherein the instructions further cause the system to:organize artificial intelligence repositories hierarchically by organization level, practice group level, and matter level; andcontrol access to each level based on user permissions.
205. The system of claim 196, wherein the instructions further cause the system to:enable users to create custom document types by specifying parameters, training datasets, and artificial intelligence repositories; andsave custom document types for reuse.
206. A method for managing artificial intelligence-enabled document types, the method comprising: providing, by a computing system, a document editor configured to generate and manage artificial intelligence-enabled documents;supporting a plurality of document types, wherein each document type is associated with specific parameters and configurations;associating each document type with a set of parameters comprising writing styles and sequences of prompts with associated styles;associating each document type w ith dedicated training datasets comprising historical documents, sample files, and reference materials;associating each document type with artificial intelligence repositories comprising prompt libraries tailored to the document type, ordered prompt sequences for sections and documents, specialized agents, and drafting guidelines comprising formatting standards, structure standards, and content standards;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 providing context for generation using processed training datasets and context files from the artificial intelligence repositories; andloading artificial intelligence repositories and context files relevant to a selected document type upon document creation.
207. The method of claim 206, further comprising:embodying document types as unique file types with specific file extensions; andprcloading corresponding artificial intelligence repositories for prompts, agents, guidelines, and training datasets when a document of a unique file type is opened.
208. The method of claim 206, further comprising:embodying document types as general artificial intelligence document types with embedded metadata specifying parameters and referencing artificial intelligence repositories.
209. The method of claim 206, further comprising:enabling users to customize training datasets and drafting guidelines for individual documents without affecting default settings for the document type210. The method of claim 206, further comprising:restricting access to document types based on at least one of user type, user privileges, organization privileges, and subscriptions.
211. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide a document editor configured to generate and manage artificial intelligence-enabled documents; support a plurality of document types, wherein each document type is associated with specific parameters and configurations;associate each document type with a set of parameters comprising writing styles and sequences of prompts with associated styles;associate each document type with dedicated training datasets comprising historical documents, sample files, and reference materials;associate each document type with artificial intelligence repositories comprising prompt libraries tailored to the document type, ordered prompt sequences for sections and documents, specialized agents, and drafting guidelines comprising formatting standards, structure standards, and content standards;provide context for generation using processed training datasets and context files from the artificial intelligence repositories; andload artificial intelligence repositories and context files relevant to a selected document type upon document creation.
212. The non-transitory computer- readable medium of claim 211, wherein the instructions further cause the computing system to:embody document types as unique file types with specific file extensions; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 preload corresponding artificial intelligence repositories for prompts, agents, guidelines, and training datasets when a document of a unique file type is opened.
213. The non- transitory computer- readable medium of claim 211, wherein the instructions further cause the computing system to:enable users to customize training datasets and drafting guidelines for individual documents without affecting default settings for the document type.
214. The non- transitory computer- readable medium of claim 211, wherein the instructions further cause the computing system to:restrict access to document types based on at least one of user type, user privileges, organization privileges, and subscriptions.
215. The non- transitory computer- readable medium of claim 211, wherein the instructions further cause the computing system to:store, within artificial intelligence-enabled files, conversation history comprising user-artificial intelligence interactions, edits, and feedback: andstore, within artificial intelligence-enabled files, workflow history comprising user actions, prompt executions, active datasets, active guidelines, writing styles, and settings.Claim Set: Prompting Models216. A system for managing prompting models in an artificial intelligence-centric document editor, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide a prompting model comprising a collection of reasoning objects comprising artificial intelligence repositories; define the prompting model through user interactions in the artificial intelligence-centric document editor; associate the prompting model with at least one of document types, prompt sequences, and writing styles; enable users to construct prompting models through an agent module;enable users to select prompting models during editing sessions;enable users to upload sample documents to serve as a basis for prompt sequence modules; anddefine applicable document types for the prompting model.217 The system of claim 216, wherein the instructions further cause the system to:associate the prompting model with prompt sequences for various document aspects;associate the prompting model with context files comprising sample context files and master context files; associate the prompting model with drafting guidelines; andassociate the prompting model with other context relevant to the document editor.
218. The system of claim 216, wherein the instructions further cause the system to:enable reverse engineering of prompt sequences from sample documents; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enable manual definition of prompt sequences.219 The system of claim 216, wherein the instructions further cause the system to:enable individual prompt containers within a prompt sequence to have different writing styles: andsequence the prompt containers according to document structure.
220. The system of claim 216, wherein the instructions further cause the system to:organize prompt sequences by document section;link each document section to a particular prompting model; andenable loading and application of prompting models across new contexts for document generation221. The system of claim 216, wherein the instructions further cause the system to:enable users to define multiple prompting models for a document type;associate prompting models with at least one of clients, groups, and other designations; andprovide default prompt sequences for sections within each prompting model.222 The system of claim 216, w herein the instructions further cause the system to:facilitate consistent drafting through prompt sequences and prompting models;enable organization-wide standardization through prompting models;ensure adherence to drafting guidelines through prompting models: andassociate prompting models with parameters comprising datasets, temperatures, context levels, and styles.
223. The system of claim 216, wherein the instructions further cause the system to:provide a prompt sequencer module for creating and storing prompts as reasoning objects;provide a sample dataset selector with upload control and file management;provide a document type selector and section selector with library viewing;provide a model selector with version control and quantity controls; andprovide an area for custom generation instructions.
224. The system of claim 216, wherein the instructions further cause the system to:enable editing of generated prompt sequences in an interface comprising title bars, status bars, save controls, and copy controls:provide stacked prompt containers within the interface; andenable each prompt container to comprise edit functions, copy functions, and delete functions.
225. The system of claim 216, 'hcrcin the instructions further cause the system to:support prompt container sequencing through drag-and-drop reordering;support inline editing of prompt containers; andenable editing interfaces to allow prompt text modification, formatting modification, and parameter adjustments.
226. The system of claim 216, wherein the instructions further cause the system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 link reasoning objects and contextual parameters to prompt containers; andprovide editor overlays for configuring writing styles, templates, context levels, and artificial intelligence creativity settings through sliders and dropdowns227. A method for managing prompting models in an artificial intelligence-centric document editor, the method comprising:providing, by a computing system, a prompting model comprising a collection of reasoning objects comprising artificial intelligence repositories;defining the prompting model through user interactions in the artificial intelligence-centric document editor; associating the prompting model with at least one of document types, prompt sequences, and w riting styles; enabling users to construct prompting models through an agent module;enabling users to select prompting models during editing sessions;enabling users to upload sample documents to serve as a basis for prompt sequence modules; anddefining applicable document types for the prompting model.
228. The method of claim 227, further comprising:associating the prompting model with prompt sequences for various document aspects;associating the prompting model with context files comprising sample context files and master context files; associating the prompting model with drafting guidelines; andassociating the prompting model with other context relevant to the document editor.
229. The method of claim 227, further comprising:enabling reverse engineering of prompt sequences from sample documents; andenabling manual definition of prompt sequences230. The method of claim 227, further comprising:enabling individual prompt containers within a prompt sequence to have different writing styles; and sequencing the prompt containers according to document structure.
231. The method of claim 227, further comprising:organizing prompt sequences by document section;linking each document section to a particular prompting model; andenabling loading and application of prompting models across new contexts for document generation.
232. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide a prompting model comprising a collection of reasoning objects comprising artificial intelligence repositories; define the prompting model through user interactions in an artificial intelligence-centric document editor; associate the prompting model with at least one of document types, prompt sequences, and WTiting styles; enable users to construct prompting models through an agent module;enable users to select prompting models during editing sessions;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enable users to upload sample documents to serve as a basis for prompt sequence modules; anddefine applicable document types for the prompting model.
233. The non-transitory computer- readable medium of claim 232, wherein the instructions further cause the computing system to:associate the prompting model with prompt sequences for various document aspects;associate the prompting model with context files comprising sample context files and master context files; associate the prompting model with drafting guidelines; andassociate the prompting model with other context relevant to the document editor.
234. The non-transitory computer- readable medium of claim 232, wherein the instructions further cause the computing system to:enable reverse engineering of prompt sequences from sample documents; andenable manual definition of prompt sequences.
235. The non-transitory computer- readable medium of claim 232 , wherein the instructions further cause the computing system to:organize prompt sequences by document section;link each document section to a particular prompting model; andenable loading and application of prompting models across new contexts for document generation.Claim Set: Building A Document Type with an Agent236. A system for building document types using an agent, the system comprising:a processor; anda memory' storing instructions that, when executed by the processor, cause the system to:enable a user to initiate document creation in an artificial intelligence-centric editor by choosing to build a new document type;provide a document type as a container of reasoning objects governing inference execution for a document category; guide the user through a prompt sequencer routine via native chat integration;analyze sample documents provided by the user to identify structure, terminology, formatting, and organizational principles;reverse-engineer prompt sequences with context parameters comprising excerpts, writing style, drafting guidelines, temperature, and token limits;generate distinct prompt sequences for different sections of the document type;determine preprocessing parameters for use prior to context utilization;optimize parameter combinations using simulated inference and similarity metrics to align outputs with the sample documents;save all determined context parameters, prompt sequences, and rules as reasoning objects typed to the document type; andstore tire completed document type in a repository for reusable artificial intelligence-assisted drafting.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 237. The system of claim 236, wherein the instructions further cause the system to:distribute aspects of the document type across multiple sections; andgenerate prompt sequences specific to each aspect238. The system of claim 236, wherein the instructions further cause the system to:determine preprocessing parameters comprising summarizing specifications and reformatting claim language.
239. The system of claim 236, wherein the instructions further cause the system to:execute simulated inference using different parameter combinations;compare generated outputs to the sample documents using similarity metrics; andselect parameter combinations that maximize similarity to the sample documents240. The system of claim 236, wherein the instructions further cause the system to:associate reasoning objects with relevant sections of tire document type; andassociate reasoning objects with relevant aspects of the document type.241 The system of claim 236, wherein the instructions further cause the system to:enable users to modify reasoning objects after initial generation; andupdate the document type based on user modifications.
242. The system of claim 236, wherein the instructions further cause the system to:provide a conversational interface for guiding the user through document type creation;ask clarifying questions to refine understanding of document requirements; andadjust prompt sequences based on user responses243. The system of claim 236, wherein the instructions further cause the system to:enable users to provide multiple sample documents for analysis; andidentify common patterns across the multiple sample documents.
244. The system of claim 236, wherein the instructions further cause the system to:generate metadata for the document type comprising document category, intended use, and applicable jurisdictions; andstore the metadata with the document type in the repository.
245. The system of claim 236, wherein the instructions further cause the system to:enable users to test the document type by generating sample documents; andrefine the document type based on evaluation of the sample documents.
246. A method for building document types using an agent, the method comprising:enabling, by a computing system, a user to initiate document creation in an artificial intelligence-centric editor by choosing to build a new document type;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 providing a document type as a container of reasoning objects governing inference execution for a document category; guiding the user through a prompt sequencer routine via native chat integration;analyzing sample documents provided by the user to identify structure, terminology, formatting, and organizational principles;reverse-engineering prompt sequences with context parameters comprising excerpts, writing style, drafting guidelines, temperature, and token limits;generating distinct prompt sequences for different sections of the document type;determining preprocessing parameters for use prior to context utilization;optimizing parameter combinations using simulated inference and similarity metrics to align outputs with the sample documents;saving all determined context parameters, prompt sequences, and rules as reasoning objects typed to the document type; andstoring the completed document type in a repository for reusable artificial intelligence-assisted drafting.
247. The method of claim 246, further comprising:distributing aspects of the document type across multiple sections; andgenerating prompt sequences specific to each aspect248. The method of claim 246, further comprising:determining preprocessing parameters comprising summarizing specifications and reformatting claim language.
249. The method of claim 246, further comprising:executing simulated inference using different parameter combinations;comparing generated outputs to the sample documents using similarity metrics; andselecting parameter combinations that maximize similarity to the sample documents.
250. The method of claim 246, further comprising:associating reasoning objects with relevant sections of the document type; andassociating reasoning objects with relevant aspects of the document type.251 A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:enable a user to initiate document creation in an artificial intelligence- centric editor by choosing to build a new document type;provide a document type as a container of reasoning objects governing inference execution for a document category; guide the user through a prompt sequencer routine via native chat integration;analyze sample documents provided by the user to identify structure, terminology, formatting, and organizational principles;reverse-engineer prompt sequences with context parameters comprising excerpts, writing style, drafting guidelines, temperature, and token limits;generate distinct prompt sequences for different sections of the document type:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 determine preprocessing parameters for use prior to context utilization;optimize parameter combinations using simulated inference and similarity metrics to align outputs with the sample documents;save all determined context parameters, prompt sequences, and rules as reasoning objects typed to the document type; andstore the completed document type in a repository for reusable artificial intelligence-assisted drafting.
252. The non-transitory computer-readable medium of claim 251 , wherein the instructions further cause the computing system to:distribute aspects of the document type across multiple sections; andgenerate prompt sequences specific to each aspect.
253. The non-transitory computer- readable medium of claim 251 , wherein the instructions further cause the computing system to:execute simulated inference using different parameter combinations;compare generated outputs to the sample documents using similarity metrics; andselect parameter combinations that maximize similarity to the sample documents254. The non-transitory computer- readable medium of claim 251 , wherein the instructions further cause the computing system to:enable users to provide multiple sample documents for analysis; andidentify common patterns across the multiple sample documents.255 The non-transitory computer- readable medium of claim 251 , wherein the instructions further cause the computing system to:enable users to test the document type by generating sample documents; andrefine the document type based on evaluation of the sample documents.Claim Set: Building a Document Shell256. A system for generating document shells, the system comprising:a processor; anda memory' storing instructions that, when executed by the processor, cause the system to:provide a platform for comprehensive shell-building for structured documents comprising at least one of patent applications, contracts, legal briefs, technical specifications, and regulatory filings;initiate a multi-stage shell generation process by analyzing source materials comprising at least one of claims, disclosures, meeting transcripts, and other inputs;leverage designated training datasets to identify relevant structural patterns and language typical for a document type; generate dynamic document shells leveraging collective knowledge to address template inconsistency and inefficiency;adapt generic language to current subject matter;generate shells with all standard sections for the document type;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 provide highlighted, editable shell content tailored to user-supplied materials and prompt instructions; accompany shells with section-specific suggested drafting prompts; andensure shells comprise all necessary standard materials and enabling materials for the document type257. The system of claim 256, wherein the instructions further cause the system to:analyze template materials for universally applicable language and structure; anduse language with high similarity across templates in generated shells.
258. The system of claim 256, wherein the instructions further cause the system to:identify commonly recurring figures, diagrams, and descriptions in technical contexts; andadapt the commonly recurring figures, diagrams, and descriptions for reuse in new shells.
259. The system of claim 256, wherein the instructions further cause the system to:collect source materials and templates through at least one of manual uploads, interface inputs, and automated retrieval based on user metadata and document metadata.260 The system of claim 256, wherein the instructions further cause the system to:scan templates for content similarities, structure similarities, and formatting similarities; andextract elements considered standard for each document type.
261. The system of claim 256, wherein the instructions further cause the system to:combine extracted template elements with source materials using natural language techniques to ensure subject-matter relevance.
262. The system of claim 256, wherein the instructions further cause the system to:generate tailored content for each document section comprising at least one of title, background, summary, brief description of drawings, detailed description, claims, and abstract.
263. The system of claim 262, wherein the instructions further cause the system to:adapt common problem statements and context for background sections;highlight key aspects and comprise placeholders for benefits in summary sections;outline structure based on typical figure descriptions for drawing sections; andcomprise standard technical details and implementation details in detailed description sections.
264. The system of claim 256, wherein the instructions further cause the system to:provide an interface allowing users to accept, modify, and regenerate sections; andprovide visual cues highlighting content needing attention.
265. The system of claim 256, wherein the instructions further cause the system to:store generated shells in a repository for reuse; andorganize the repository by at least one of document type, subject matter, and user.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664266. A method for generating document shells, the method comprising:providing, by a computing system, a platform for comprehensive shell-building for structured documents comprising at least one of patent applications, contracts, legal briefs, technical specifications, and regulatory filings; initiating a multi-stage shell generation process by analyzing source materials comprising at least one of claims, disclosures, meeting transcripts, and other inputs;leveraging designated training datasets to identify relevant structural patterns and language typical for a document type;generating dynamic document shells leveraging collective knowledge to address template inconsistency and inefficiency;adapting generic language to current subject matter;generating shells with all standard sections for the document type;providing highlighted, editable shell content tailored to user-supplied materials and prompt instructions; accompanying shells with section-specific suggested drafting prompts; andensuring shells comprise all necessary’ standard materials and enabling materials for the document type.267 The method of claim 266, further comprising:analyzing template materials for universally applicable language and structure; andusing language with high similarity across templates in generated shells.
268. The method of claim 266, further comprising:identifying commonly recurring figures, diagrams, and descriptions in technical contexts; andadapting the commonly recurring figures, diagrams, and descriptions for reuse in new shells.
269. The method of claim 266, further comprising:collecting source materials and templates through at least one of manual uploads, interface inputs, and automated retrieval based on user metadata and document metadata.
270. The method of claim 266, further comprising:scanning templates for content similarities, structure similarities, and formatting similarities; andextracting elements considered standard for each document type271. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide a platform for comprehensive shell-building for structured documents comprising at least one of patent applications, contracts, legal briefs, technical specifications, and regulatory' filings;initiate a multi-stage shell generation process by analyzing source materials comprising at least one of claims, disclosures, meeting transcripts, and other inputs;leverage designated training datasets to identify relevant structural patterns and language typical for a document type; generate dynamic document shells leveraging collective knowledge to address template inconsistency and inefficiency;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 adapt generic language to current subject matter;generate shells with all standard sections for the document type;provide highlighted, editable shell content tailored to user-supplied materials and prompt instructions; accompany shells with section-specific suggested drafting prompts; andensure shells comprise all necessary standard materials and enabling materials for the document type.
272. The non-transitory computer-readable medium of claim 271 , wherein the instructions further cause the computing system to:analyze template materials for universally applicable language and structure; anduse language with high similarity across templates in generated shells273. The non-transitory computer- readable medium of claim 271 , wherein the instructions further cause the computing system to:identify commonly recurring figures, diagrams, and descriptions in technical contexts; andadapt the commonly recurring figures, diagrams, and descriptions for reuse in new shells.274 The non-transitory computer-readable medium of claim 271 , wherein the instructions further cause the computing system to:combine extracted template elements with source materials using natural language techniques to ensure subject-matter relevance.
275. The non-transitory computer- readable medium of claim 271 , wherein the instructions further cause the computing system to:provide an interface allowing users to accept, modify, and regenerate sections; andprovide visual cues highlighting content needing attention.Claim Set: Custom Agent Building Workflow276. A system for building custom agents based on document editing context, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:monitor user interactions within an artificial intelligence-centric document editor;track document editing operations comprising text changes, formatting changes, and tool executions;analyze user behavior patterns across multiple documents;identify consistent editing strategies and preferences from the user behavior patterns;generate agent personas based on the identified editing strategies and preferences;store the agent personas in an agent library; andenable application of the agent personas to subsequent document editing sessions.
277. The system of claim 276, wherein the instructions further cause the system to:track conversation history' between users and artificial intelligence agents;analyze accepted suggestions and rejected suggestions from the conversation history; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 refine agent personas based on the analysis of accepted suggestions and rejected suggestions278 The system of claim 276, wherein the instructions further cause the system to:identify terminology preferences from user editing operations;identify structural preferences from user editing operations; andincorporate the terminology preferences and structural preferences into agent personas.
279. The system of claim 276, wherein the instructions further cause the system to:analyze document types edited by users;associate agent personas with specific document types: andautomatically select appropriate agent personas based on document type during editing sessions.
280. The system of claim 276, wherein the instructions further cause the system to:enable users to manually initiate agent persona creation;compile editing operations from a current session into an agent persona upon user command; andenable users to name and configure the agent persona.
281. The system of claim 276, wherein the instructions further cause the system to:track usage frequency of different editing operations;weight agent persona behavior based on usage frequency; andprioritize frequently used editing operations in agent suggestions.
282. The system of claim 276, wherein the instructions further cause the system to:enable sharing of agent personas among users within an organization;track original creators of shared agent personas; andmaintain attribution information for shared agent personas.
283. The system of claim 276, wherein the instructions further cause the system to:implement version control for agent personas;enable users to update agent personas based on new editing patterns; andmaintain historical versions of agent personas for reversion284. The system of claim 276, wherein the instructions further cause the system to:provide analytics regarding agent persona effectiveness;track metrics comprising editing speed, guideline adherence, and error rates; andpresent the metrics to users for evaluation.285 The system of claim 276, wherein the instructions further cause the system to:enable collaborative agent persona development by aggregating editing patterns from multiple users;identify common strategies across the multiple users; andresolve conflicts using prioritization rules.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664286. A method for building custom agents based on document editing context, the method comprising: monitoring, by a computing system, user interactions within an artificial intelligence-centric document editor; tracking document editing operations comprising text changes, formatting changes, and tool executions: analyzing user behavior patterns across multiple documents:identifying consistent editing strategies and preferences from the user behavior patterns:generating agent personas based on the identified editing strategies and preferences;storing the agent personas in an agent library'; andenabling application of the agent personas to subsequent document editing sessions.
287. The method of claim 286, further comprising:tracking conversation history between users and artificial intelligence agents;analyzing accepted suggestions and rejected suggestions from the conversation history; andrefining agent personas based on the analysis of accepted suggestions and rejected suggestions.
288. The method of claim 286, further comprising:identifying terminology preferences from user editing operations;identifying structural preferences from user editing operations; andincorporating the terminology preferences and structural preferences into agent personas.
289. The method of claim 286, further comprising:analyzing document types edited by users;associating agent personas with specific document types; andautomatically selecting appropriate agent personas based on document type during editing sessions290. The method of claim 286, further comprising:enabling users to manually initiate agent persona creation;compiling editing operations from a current session into an agent persona upon user command; andenabling users to name and configure the agent persona.291 A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:monitor user interactions within an artificial intelligence-centric document editor;track document editing operations comprising text changes, formatting changes, and tool executions; analyze user behavior patterns across multiple documents;identify consistent editing strategics and preferences from the user behavior patterns;generate agent personas based on the identified editing strategies and preferences;store the agent personas in an agent library; andenable application of the agent personas to subsequent document editing sessions.
292. The non-transitory computer- readable medium of claim 291 , wherein the instructions further cause the computingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 system to:track conversation history' between users and artificial intelligence agents;analyze accepted suggestions and rejected suggestions from the conversation history; andrefine agent personas based on the analysis of accepted suggestions and rejected suggestions293. The non-transitory computer- readable medium of claim 291 , wherein the instructions further cause the computing system to:identify terminology preferences from user editing operations;identify structural preferences from user editing operations; andincorporate the terminology preferences and structural preferences into agent personas294. The non-transitory computer- readable medium of claim 291 , wherein the instructions further cause the computing system to:enable sharing of agent personas among users within an organization;track original creators of shared agent personas; andmaintain attribution information for shared agent personas.
295. The non-transitory computer- readable medium of claim 291 , wherein the instructions further cause the computing system to:provide analytics regarding agent persona effectiveness;track metrics comprising editing speed, guideline adherence, and error rates; andpresent the metrics to users for evaluation.Claim Set: Agentic Integrations296. A system for integrating multiple agent types in document editing, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:support native agents, custom agents, and remote agents, wherein each agent type provides document editing functionality through a natural language interface;operate all agent types via a standardized interface configured to receive context parameters, process requests per configured instructions, and return outputs in a common format;enable seamless interoperability among agent types through uniform agent treatment;integrate third-party agents using a standardized tool-calling interface;enable native agents to generate structured function calls for external services;transmit required parameters and context to third-party agents;receive results from third-party agents compatible with document editing processes; andincorporate results from third-party agents into documents.
297. The system of claim 296, wherein the instructions further cause the system to:enable third-party agents to provide specialized functions comprising at least one of prior art searching, regulatory compliance checking, financial modeling, diagram generation, and legal citation validationPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664298. The system of claim 296, wherein the instructions further cause the system to:automatically route requests to appropriate third-party agents when specialized functionality is required; and integrate returned results within a drafting context.
299. The system of claim 296, wherein the instructions further cause the system to:enable third-party agents to perform validation on platform-generated content;enable third-party agents to perform verification on platform-generated content; andpresent results as at least one of inline annotations and summary reports for user review.
300. The system of claim 296, wherein the instructions further cause the system to:maintain separate context files for each agent type;enable context sharing among agent types when authorized; andtrack context usage across agent types for audit purposes.
301. The system of claim 296, wherein the instructions further cause the system to:provide a registry of available third-party agents;enable users to browse and select third-party agents for integration; andconfigure authentication and authorization for third-party agent access.
302. The system of claim 296, wherein the instructions further cause the system to:enable chaining of agent operations, wherein output from one agent serves as input to another agent; and coordinate execution of agent chains to achieve complex document editing tasks.
303. The system of claim 296, wherein the instructions further cause the system to:monitor performance of third-party agents;track response times and accuracy metrics; andprovide feedback to users regarding third-party agent reliability.
304. The system of claim 296, wherein the instructions further cause the system to:implement fallback mechanisms when third-party agents are unavailable; andprovide alternative processing paths to maintain workflow continuity.
305. The system of claim 296, wherein the instructions further cause the system to:enable users to configure preferences for agent selection;automatically select agents based on task requirements and user preferences; andenable manual override of automatic agent selection.
306. A method for integrating multiple agent types in document editing, the method comprising:supporting, by a computing system, native agents, custom agents, and remote agents, wherein each agent type provides document editing functionality through a natural language interface;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 operating all agent types via a standardized interface configured to receive context parameters, process requests per configured instructions, and return outputs in a common format;enabling seamless interoperability among agent types through uniform agent treatment;integrating third-party agents using a standardized tool-calling interface;enabling native agents to generate structured function calls for external services;transmitting required parameters and context to third-party agents;receiving results from third-party agents compatible with document editing processes; andincorporating results from third-party agents into documents.307 The method of claim 306, further comprising:enabling third-party agents to provide specialized functions comprising at least one of prior art searching, regulatory compliance checking, financial modeling, diagram generation, and legal citation validation.
308. The method of claim 306, further comprising:automatically routing requests to appropriate third-party agents when specialized functionality is required; and integrating returned results within a drafting context.
309. The method of claim 306, further comprising:enabling third-party agents to perform validation on platform-generated content;enabling third-party agents to perform verification on platform-generated content; andpresenting results as at least one of inline annotations and summary reports for user review.
310. The method of claim 306, further comprising:maintaining separate context files for each agent type;enabling context sharing among agent types when authorized; andtracking context usage across agent types for audit purposes311. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:support native agents, custom agents, and remote agents, wherein each agent type provides document editing functionality through a natural language interface;operate all agent types via a standardized interface configured to receive context parameters, process requests per configured instructions, and return outputs in a common format;enable seamless interoperability among agent types through uniform agent treatment;integrate third-party agents using a standardized tool-calling interface;enable native agents to generate structured function calls for external services;transmit required parameters and context to third-party agents;receive results from third-party agents compatible with document editing processes; andincorporate results from third-party agents into documents.
312. The non-transitory computer- readable medium of claim 311, wherein the instructions further cause the computingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 system to:enable third-party agents to provide specialized functions comprising at least one of prior art searching, regulatory compliance checking, financial modeling, diagram generation, and legal citation validation313. The non-transitory computer- readable medium of claim 311, wherein the instructions further cause the computing system to:automatically route requests to appropriate third-party agents when specialized functionality is required; and integrate returned results within a drafting context.314 The non-transitory computer-readable medium of claim 311, wherein the instructions further cause the computing system to:enable third-party agents to perform validation on platform-generated content;enable third-party agents to perform verification on platform- enerated content; andpresent results as at least one of inline annotations and summary reports for user review.
315. The non-transitory computer- readable medium of claim 311 , wherein the instructions further cause the computing system to:enable chaining of agent operations, wherein output from one agent serves as input to another agent; and coordinate execution of agent chains to achieve complex document editing tasks.Claim Set: Dynamic Knowledge Base Context Enrichment316. A system for dynamic knowledge base context enrichment, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:maintain a training dataset associated with a document;maintain a master context file associated with the document;monitor document editing operations;identify new content added to the document during editing;analyze tire new content to determine relevance to the training dataset;update the training dataset with relevant new content;update the master context file with relevant new content; andapply the updated training dataset and updated master context file to subsequent document editing operations.317 The system of claim 316, wherein the instructions further cause the system to:analyze user interactions with artificial intelligence agents during document editing;identify accepted suggestions and rejected suggestions; andupdate the training dataset based on the accepted suggestions and rejected suggestions.
318. The system of claim 316, wherein the instructions further cause the system to:track terminology introduced during document editing;add the terminology to the master context file; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 ensure consistency of the terminology in subsequent content generation.319 The system of claim 316, wherein the instructions further cause the system to:identify structural patterns in edited content;update the training dataset with the structural patterns; andapply the structural patterns to subsequent document sections.
320. The system of claim 316, wherein the instructions further cause the system to:monitor changes to document sections;identify sections requiring context updates; andselectively update portions of the master context file corresponding to the sections requiring context updates.
321. The system of claim 316, wherein the instructions further cause the system to :implement version control for the training dataset and the master context file;maintain historical versions of the training dataset and the master context file; andenable reversion to previous versions when necessary.
322. The system of claim 316, wherein the instructions further cause the system to:analyze user feedback regarding generated content;identify content characteristics associated with positive feedback; andupdate the training dataset to emphasize the content characteristics associated with positive feedback.
323. The system of claim 316, wherein the instructions further cause the system to:enable users to manually add content to the training dataset;enable users to manually add content to the master context file; andenable users to remove content from the training dataset and the master context file324. The system of claim 316, wherein the instructions further cause the system to:implement compression techniques to manage size of the training dataset and the master context file; and prioritize retention of most relevant content when compression is necessary.
325. The system of claim 316, wherein the instructions further cause the system to:share updated training datasets and master context files among users working on related documents; and synchronize updates across the users to maintain consistency.
326. A method for dynamic knowledge base context enrichment, the method comprising:maintaining, by a computing system, a training dataset associated with a document;maintaining a master context file associated with the document;monitoring document editing operations;identifying new content added to the document during editing;analyzing the new content to determine relevance to the training dataset;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 updating the training dataset with relevant new content;updating the master context file with relevant new content; andapplying the updated training dataset and updated master context file to subsequent document editing operations327. The method of claim 326, further comprising:analyzing user interactions with artificial intelligence agents during document editing;identifying accepted suggestions and rejected suggestions; andupdating the training dataset based on the accepted suggestions and rejected suggestions.328 The method of claim 326, further comprising:tracking terminology introduced during document editing;adding the terminology to the master context file; andensuring consistency of the terminology in subsequent content generation.
329. The method of claim 326, further comprising:identifying structural patterns in edited content;updating the training dataset with the structural patterns; andapplying the structural patterns to subsequent document sections.
330. The method of claim 326, further comprising:monitoring changes to document sections;identifying sections requiring context updates; andselectively updating portions of the master context tile corresponding to the sections requiring context updates.
331. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:maintain a training dataset associated with a document;maintain a master context file associated with the document;monitor document editing operations;identify new content added to the document during editing;analyze the new content to determine relevance to the training dataset;update the training dataset with relevant new content;update the master context file with relevant new content; andapply the updated training dataset and updated master context file to subsequent document editing operations.
332. The non-transitory computer- readable medium of claim 331, wherein the instructions further cause the computing system to:analyze user interactions with artificial intelligence agents during document editing;identify accepted suggestions and rejected suggestions; andupdate the training dataset based on the accepted suggestions and rejected suggestions.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 333. The non- transitory computer- readable medium of claim 331, wherein the instructions further cause the computing system to:track terminology introduced during document editing;add the terminology to the master context file; andensure consistency of the terminology in subsequent content generation.
334. The non-transitory computer-readable medium of claim 331, wherein the instructions further cause the computing system to:implement version control for the training dataset and the master context file;maintain historical versions of the training dataset and the master context file; andenable reversion to previous versions when necessary'.
335. The non-transitory computer- readable medium of claim 331, wherein the instructions further cause the computing system to:share updated training datasets and master context files among users working on related documents; and synchronize updates across the users to maintain consistency.Claim Set: Native Personas I Cross-document Agent Learning336. A system for managing native personas with cross-document learning capabilities, the system comprising: a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide a plurality of native personas, wherein each native persona comprises an artificial intelligence agent configured for specific document editing tasks;lock native personas to specific users for specific documents to ensure consistent editing approaches;enable native personas to engage in dialog representing different parties in collaborative editing scenarios; detect anchor points in documents for content insertion and modification;detect reference points in documents for cross-referencing;detect sections and subsections of documents for targeted editing operations:enable native personas to invoke tool calls comprising drafting guidelines editing, drawings editing, and review sequence execution; andenable cross-document learning by aggregating editing patterns across multiple documents.
337. The system of claim 336, wherein the instructions further cause the system to:enable native personas representing different parties to negotiate document terms through automated dialog; and log negotiation outcomes for user review.
338. The system of claim 336, wherein the instructions further cause the system to:detect anchor points using at least one of paragraph identifiers, structural markers, and content patterns; and maintain stability of anchor points across document revisions.339 The system of claim 336, wherein the instructions further cause the system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 detect reference points comprising at least one of figure references, claim references, and section references; and validate consistency of reference points throughout the document.
340. The system of claim 336, wherein the instructions further cause the system to:detect sections and subsections using structural analysis of the document;associate different native personas with different sections; andapply section-specific editing strategies.
341. The system of claim 336, wherein the instructions further cause the system to:enable native personas to invoke drafting guidelines editing tool calls to modify formatting rules, terminology standards, and content requirements during editing342. The system of claim 336, wherein the instructions further cause the system to:enable native personas to invoke drawings editing tool calls to modify figures, diagrams, and associated descriptions.
343. The system of claim 336, wherein the instructions further cause the system to:enable native personas to invoke review sequence tool calls to execute quality assurance checks on document content344. The system of claim 336, wherein the instructions further cause the system to:aggregate editing patterns from multiple documents edited by a user;identify consistent strategies across the multiple documents; andupdate native personas to reflect the consistent strategics.345 The system of claim 336, wherein the instructions further cause the system to:enable native personas to learn from user feedback across multiple documents;identify successful editing approaches based on user acceptance; andprioritize successful editing approaches in future suggestions.
346. A method for managing native personas with cross-document learning capabilities, the method comprising: providing, by a computing system, a plurality of native personas, wherein each native persona comprises an artificial intelligence agent configured for specific document editing tasks;locking native personas to specific users for specific documents to ensure consistent editing approaches; enabling native personas to engage in dialog representing different parties in collaborative editing scenarios; detecting anchor points in documents for content insertion and modification;detecting reference points in documents for cross-referencing;detecting sections and subsections of documents for targeted editing operations;enabling native personas to invoke tool calls comprising drafting guidelines editing, drawings editing, and review sequence execution; andenabling cross-document learning by aggregating editing patterns across multiple documents.
347. The method of claim 346, further comprising:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enabling native personas representing different parties to negotiate document terms through automated dialog; and logging negotiation outcomes for user review.
348. The method of claim 346, further comprising:detecting anchor points using at least one of paragraph identifiers, structural markers, and content patterns: and maintaining stability of anchor points across document revisions.
349. The method of claim 346, further comprising:detecting reference points comprising at least one of figure references, claim references, and section references; and validating consistency of reference points throughout the document350. The method of claim 346, further comprising:detecting sections and subsections using structural analysis of the document;associating different native personas with different sections; andapplying section-specific editing strategics.351 A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide a plurality of native personas, wherein each native persona comprises an artificial intelligence agent configured for specific document editing tasks;lock native personas to specific users for specific documents to ensure consistent editing approaches;enable native personas to engage in dialog representing different parties in collaborative editing scenarios; detect anchor points in documents for content insertion and modification;detect reference points in documents for cross-referencing;detect sections and subsections of documents for targeted editing operations:enable native personas to invoke tool calls comprising drafting guidelines editing, drawings editing, and review sequence execution; andenable cross-document learning by aggregating editing patterns across multiple documents.
352. The non- transitory computer- readable medium of claim 351 , wherein the instructions further cause the computing system to:enable native personas representing different parties to negotiate document terms through automated dialog; and log negotiation outcomes for user review.
353. The non-transitory computer- readable medium of claim 351, wherein the instructions further cause the computing system to:detect anchor points using at least one of paragraph identifiers, structural markers, and content patterns; and maintain stability of anchor points across document revisions354. The non-transitory computer- readable medium of claim 351, wherein the instructions further cause the computing system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 aggregate editing patterns from multiple documents edited by a user;identify consistent strategies across the multiple documents; andupdate native personas to reflect the consistent strategies355. The non- transitory computer- readable medium of claim 351, wherein the instructions further cause the computing system to:enable native personas to learn from user feedback across multiple documents;identify successful editing approaches based on user acceptance; andprioritize successful editing approaches in future suggestions.Claim Set: Review Module Monitoring356. A system for monitoring document quality through a review module, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide a review module configured to monitor document quality using drafting guidelines by default; provide monitoring agents configured to continuously analyze documents by default;operate the review module in an on-demand mode by default;build sequences of injectable islands for user execution based on detected issues;detect quality issues comprising at least one of enablement gaps, missing claim support, unclaimed subject matter, profanity, and inconsistent terminology;generate remediation suggestions for detected quality issues;present the remediation suggestions as injectable islands at specific document locations; andenable users to navigate among injectable islands to review and address quality issues.
357. The system of claim 356, wherein the instructions further cause the system to:apply drafting guidelines automatically during document editing;compare document content to drafting guidelines; andflag deviations from drafting guidelines for user review.
358. The system of claim 356, wherein the instructions further cause the system to:enable users to configure monitoring agents to operate continuously, periodically, or on-demand; andadjust monitoring frequency based on document development stage.359 The system of claim 356, wherein the instructions further cause the system to:build sequences of injectable islands by identifying related quality issues;order the injectable islands by priority; andenable sequential execution of the injectable islands.
360. The system of claim 356, wherein the instructions further cause the system to:detect enablement gaps by comparing claims to specification content;identify claim limitations lacking support in the specification; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 generate suggestions for adding enabling disclosure.361 The system of claim 356, wherein the instructions further cause the system to:detect missing claim support by analyzing specification content;identify disclosed subject matter not covered by claims: andgenerate suggestions for additional claims.
362. The system of claim 356, wherein the instructions further cause the system to:detect unclaimed subject matter by analyzing specification content;identify potentially patentable features not recited in claims; andgenerate suggestions for claim amendments363. The system of claim 356, wherein the instructions further cause the system to:detect profanity comprising limiting language and non-enabling terminology; andgenerate suggestions for alternative language.364 The system of claim 356, wherein the instructions further cause the system to:detect inconsistent terminology by comparing term usage across the document;identify variations in terminology for the same concept: andgenerate suggestions for standardizing terminology.
365. The system of claim 356, wherein the instructions further cause the system to:provide navigation controls enabling users to move sequentially among injectable islands;highlight current injectable island location in the document; andtrack user actions on each in ectable island.
366. A method for monitoring document quality through a review module, the method comprising: providing, by a computing system, a review module configured to monitor document quality using drafting guidelines by default;providing monitoring agents configured to continuously analyze documents by default;operating the review module in an on-demand mode by default;building sequences of injectable islands for user execution based on detected issues;detecting quality issues comprising at least one of enablement gaps, missing claim support, unclaimed subject matter, profanity, and inconsistent terminology;generating remediation suggestions for detected quality issues;presenting the remediation suggestions as injectable islands at specific document locations; andenabling users to navigate among injectable islands to review and address quality issues367. The method of claim 366, further comprising:applying drafting guidelines automatically during document editing;comparing document content to drafting guidelines; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 flagging deviations from drafting guidelines for user review.368 The method of claim 366, further comprising:enabling users to configure monitoring agents to operate continuously, periodically, or on-demand; and adjusting monitoring frequency based on document development stage.
369. The method of claim 366, further comprising:building sequences of injectable islands by identifying related quality issues;ordering the injectable islands by priority; andenabling sequential execution of the injectable islands370. The method of claim 366, further comprising:detecting enablement gaps by comparing claims to specification content;identifying claim limitations lacking support in tire specification; andgenerating suggestions for adding enabling disclosure.371 A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide a review module configured to monitor document quality using drafting guidelines by default; provide monitoring agents configured to continuously analyze documents by default;operate the review module in an on-demand mode by default;build sequences of injectable islands for user execution based on detected issues;detect quality issues comprising at least one of enablement gaps, missing claim support, unclaimed subject matter, profanity, and inconsistent terminology;generate remediation suggestions for detected quality issues;present the remediation suggestions as injectable islands at specific document locations; andenable users to navigate among injectable islands to review and address quality issues.
372. The non-transitory computer- readable medium of claim 371, wherein the instructions further cause the computing system to:apply drafting guidelines automatically during document editing;compare document content to drafting guidelines; andflag deviations from drafting guidelines for user review.
373. The non-transitory computer- readable medium of claim 371, wherein the instructions further cause the computing system to:build sequences of injectable islands by identifying related quality issues;order the injectable islands by priority; andenable sequential execution of the injectable islands.
374. The non-transitory computer-readable medium of claim 371 , wherein the instructions further cause the computingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 system to:detect enablement gaps by comparing claims to specification content;identify claim limitations lacking support in the specification; andgenerate suggestions for adding enabling disclosure.
375. The non-transitory computer- readable medium of claim 371, wherein the instructions further cause the computing system to:detect inconsistent terminology by comparing term usage across the document;identify variations in terminology for tire same concept; andgenerate suggestions for standardizing terminologyClaim Set: Portability376 A system for providing portable artificial intelligence resources for document drafting, the system comprising: a processor; anda memory storing instructions that, when executed by the processor, cause the system to:enable users to maintain portable prompt libraries, agents, and datasets for artificial intelligence-driven document drafting;replace reliance on static templates with natural language instruction sets for genera tive models;enable users to carry artificial intelligence resources across different software environments;enable reproducible artificial intelligence-generated output across software environments;support training and service by enabling professionals to share prompt libraries and agents with other users; provide portability architecture enabling drafting capabilities across office environments, remote environments, mobile environments, and browser environments;enable cross-environment synchronization of artificial intelligence resources;provide a portable artificial intelligence repository comprising prompts, agents, and training datasets for document types;enable the portable artificial intelligence repository to function across different editors, platforms, and organizations; andenable controlled sharing of the portable artificial intelligence repository with configuration of usage restrictions.
377. The system of claim 376, wherein the instructions further cause the system to:enable export of reasoning objects and repositories in portable formats comprising at least one of JSON and XML; enable import of reasoning objects and repositories from external sources;retain metadata and dependencies during export and import; andvalidate exported objects for completeness and compatibility.
378. The system of claim 376, wherein the instructions further cause the system to:implement version migration rules to enable use of reasoning objects after platform updates; andensure platform-independent operation of reasoning objects in cloud environments, on-premises environments, and diverse editors.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 379. The system of claim 376, wherein the instructions further cause the system to:embed compatibility metadata in reasoning objects; andprovide standardized interfaces to enable cross-platform integration comprising native word processors, web-based editors, and application programming interface services.
380. The system of claim 376, wherein the instructions further cause the system to:provide add-ins for Microsoft Word;provide add-ins for Google Docs;provide browser extensions; andprovide application programming interface-based integration for external applications and sendees381. The system of claim 376, wherein the instructions further cause the system to:enable professionals to maintain a portable artificial intelligence repository comprising prompts, agents, and training datasets;enable the portable artificial intelligence repository to be carried across job transitions and facility' transitions; and maintain workflow continuity’ during transitions.
382. The system of claim 376, wherein the instructions further cause the system to:enable controlled sharing of artificial intelligence resources with configuration of usage restrictions; maintain quality standards during collaboration; andpreserve proprietary drafting conventions during collaboration383. The system of claim 376, wherein the instructions further cause the system to:enable sharing of artificial intelligence resources with juniors to ensure consistency of work product; and enable sharing of artificial intelligence resources with clients to ensure consistency of work product.
384. The system of claim 376, wherein the instructions further cause the system to:track usage of shared artificial intelligence resources;maintain audit trails of usage; andenable owners to monitor generated content using their artificial intelligence resources.
385. The system of claim 376, wherein the instructions further cause the system to:enable synchronization of artificial intelligence resources across multiple devices;maintain consistency of artificial intelligence resources across environments; andpropagate updates to artificial intelligence resources across all user devices.
386. A method for providing portable artificial intelligence resources for document drafting, the method comprising: enabling, by a computing system, users to maintain portable prompt libraries, agents, and datasets for artificial intelligence-driven document drafting;replacing reliance on static templates with natural language instruction sets for generative models;enabling users to carry artificial intelligence resources across different software environments;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enabling reproducible artificial intelligence-generated output across software environments;supporting training and service by enabling professionals to share prompt libraries and agents with other users; providing portability architecture enabling drafting capabilities across office environments, remote environments, mobile environments, and browser environments;enabling cross-environment synchronization of artificial intelligence resources;providing a portable artificial intelligence repository comprising prompts, agents, and training datasets for document types;enabling the portable artificial intelligence repository’ to function across different editors, platforms, and organizations; andenabling controlled sharing of the portable artificial intelligence repository' with configuration of usage restrictions387. The method of claim 386, further comprising:enabling export of reasoning objects and repositories in portable formats comprising at least one of JSON and XML; enabling import of reasoning objects and repositories from external sources;retaining metadata and dependencies during export and import; andvalidating exported objects for completeness and compatibility.
388. The method of claim 386, further comprising:implementing version migration rules to enable use of reasoning objects after platform updates; andensuring platform-independent operation of reasoning objects in cloud environments, on-premises environments, and diverse editors.
389. The method of claim 386, further comprising:embedding compatibility metadata in reasoning objects; andproviding standardized interfaces to enable cross-platform integration comprising native word processors, web-based editors, and application programming interface services.
390. The method of claim 386, further comprising:providing add-ins for Microsoft Word;providing add-ins for Google Docs;providing browser extensions; andproviding application programming interface-based integration for external applications and services.
391. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:enable users to maintain portable prompt libraries, agents, and datasets for artificial intclligcncc-drivcn document drafting;replace reliance on static templates with natural language instruction sets for generative models;enable users to carry artificial intelligence resources across different software environments;enable reproducible artificial intelligence-generated output across software environments;support training and service by enabling professionals to share prompt libraries and agents with other users;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 provide portability architecture enabling drafting capabilities across office environments, remote environments, mobile environments, and browser environments;enable cross-environment synchronization of artificial intelligence resources;provide a portable artificial intelligence repository comprising prompts, agents, and training datasets for document types;enable the portable artificial intelligence repository to function across different editors, platforms, and organizations; andenable controlled sharing of the portable artificial intelligence repository' with configuration of usage restrictions.392 The non-transitory computer-readable medium of claim 391 , wherein the instructions farther cause the computing system to:enable export of reasoning objects and repositories in portable formats comprising at least one of JSON and XML; enable import of reasoning objects and repositories from external sources;retain metadata and dependencies during export and import; andvalidate exported objects for completeness and compatibility.393 The non-transitory computer- readable medium of claim 391, wherein the instructions farther cause the computing system to:implement version migration rules to enable use of reasoning objects after platform updates; andensure platform-independent operation of reasoning objects in cloud environments, on-premises environments, and diverse editors.
394. The non- transitory computer- readable medium of claim 391 , wherein the instructions further cause the computing system to:enable professionals to maintain a portable artificial intelligence repository comprising prompts, agents, and training datasets;enable the portable artificial intelligence repository to be carried across job transitions and facility transitions; and maintain workflow continuity during transitions.
395. The non-transitory computer- readable medium of claim 391, wherein the instructions further cause the computing system to:track usage of shared artificial intelligence resources;maintain audit trails of usage; andenable owners to monitor generated content using their artificial intelligence resources.Claim Set: Knowledge Management396. A system for knowledge management through sharing of reasoning object repositories, the system comprising: a processor; anda memory' storing instructions that, when executed by the processor, cause the system to:provide a knowledge management system for capturing and distributing organizational expertise in document drafting through sharing of reasoning object repositories;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 maintain reasoning object repositories comprising prompt libraries, drafting guidelines, training datasets, and agent configurations accumulated by organizations over time;package reasoning objects into shareable repositories to transfer institutional knowledge to new team members, external collaborators, and clients:enable senior professionals to create repositories comprising prompt sequences and validation rules encapsulating extensive drafting experience:enable immediate application of senior professional repositories by junior professionals;enable corporate repositories to encode company- specific preferences comprising risk tolerance and contract terms; enable outside counsel to generate work products aligned with corporate preferences using corporate repositories; implement repository versioning to maintain up-to-date knowledge across distributed teams;propagate updates to reasoning objects to all active subscribers; andnotify subscribers when new reasoning objects are added to repositories.
397. The system of claim 396, wherein the instructions further cause the system to:enable subscribers to incorporate new reasoning objects into active document sessions; andpromote consistency among geographically dispersed teams through continuous knowledge distribution.
398. The system of claim 396, wherein the instructions further cause the system to:organize repositories by subject matter:organize repositories by applicant;organize repositories by practice group; andenable assignment of repositories to matters based on organizational structure.399 The system of claim 396, wherein the instructions further cause the system to:maintain distinct repositories for technology areas comprising semiconductor devices, pharmaceutical compositions, and software architectures; andassociate each repository with agents trained on prior art specific to the technology area, prompt libraries optimized for claim drafting conventions, and training datasets from successful applications in the domain.
400. The system of claim 396, wherein the instructions further cause the system to:enable partners to assign relevant subject-matter repositories when assigning new matters to associates; and ensure drafting aligns with group conventions through repository assignment.
401. The system of claim 396, wherein the instructions further cause the system to:organize repositories by applicant to maintain client- specific parameters;reflect preferred terminology in client-specific repositories;reflect depth of disclosure preferences in client-specific repositories; andreflect claim scope strategies in client-specific repositories402. The system of claim 396, wherein the instructions further cause the system to:track usage of reasoning object repositories:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 generate analytics regarding repository effectiveness; andidentify frequently used reasoning objects for optimization.
403. The system of claim 396, wherein the instructions further cause the system to:implement access controls for reasoning object repositories based on user roles and organizational hierarchy: and enforce access controls when users attempt to access repositories.
404. The system of claim 396, wherein the instructions further cause the system to:enable collaborative development of reasoning object repositories by multiple professionals;track contributions from each professional; andmaintain attribution information for repository' content.
405. The system of claim 396, wherein the instructions further cause the system to:provide quality assurance procedures for reasoning object repositories;validate repositories before distribution; andmaintain audit trails for repository' modifications.
406. A method for knowledge management through sharing of reasoning object repositories, the method comprising: providing, by a computing system, a knowledge management system for capturing and distributing organizational expertise in document drafting through sharing of reasoning object repositories;maintaining reasoning object repositories comprising prompt libraries, drafting guidelines, training datasets, and agent configurations accumulated by organizations over time;packaging reasoning objects into shareable repositories to transfer institutional knowledge to new team members, external collaborators, and clients;enabling senior professionals to create repositories comprising prompt sequences and validation rules encapsulating extensive drafting experience:enabling immediate application of senior professional repositories by junior professionals;enabling corporate repositories to encode company-specific preferences comprising risk tolerance and contract terms; enabling outside counsel to generate work products aligned with corporate preferences using corporate repositories; implementing repository versioning to maintain up-to-date knowledge across distributed teams;propagating updates to reasoning objects to all active subscribers; andnotifying subscribers when new reasoning objects are added to repositories.
407. The method of claim 406, further comprising:enabling subscribers to incorporate new reasoning objects into active document sessions; andpromoting consistency among geographically dispersed teams through continuous knowledge distribution.408 The method of claim 406, further comprising:organizing repositories by subject matter:organizing repositories by applicant;organizing repositories by practice group: andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enabling assignment of repositories to matters based on organizational structure.409 The method of claim 406, further comprising:maintaining distinct repositories for technology areas comprising semiconductor devices, pharmaceutical compositions, and software architectures: andassociating each repository with agents trained on prior art specific to the technology area, prompt libraries optimized for claim drafting conventions, and training datasets from successful applications in the domain.
410. The method of claim 406, further comprising:enabling partners to assign relevant subject-matter repositories when assigning new matters to associates; and ensuring drafting aligns with group conventions through repository assignment.
411. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide a knowledge management system for capturing and distributing organizational expertise in document drafting through sharing of reasoning object repositories;maintain reasoning object repositories comprising prompt libraries, drafting guidelines, training datasets, and agent configurations accumulated by organizations over time;package reasoning objects into shareable repositories to transfer institutional knowledge to new team members, external collaborators, and clients;enable senior professionals to create repositories comprising prompt sequences and validation rules encapsulating extensive drafting experience;enable immediate application of senior professional repositories by junior professionals;enable corporate repositories to encode company- specific preferences comprising risk tolerance and contract terms; enable outside counsel to generate work products aligned with corporate preferences using corporate repositories; implement repository versioning to maintain up-to-date knowledge across distributed teams;propagate updates to reasoning objects to all active subscribers; andnotify subscribers when new reasoning objects are added to repositories.
412. The non- transitory computer- readable medium of claim 411 , wherein the instructions further cause the computing system to:enable subscribers to incorporate new reasoning objects into active document sessions; andpromote consistency among geographically dispersed teams through continuous knowledge distribution.
413. The non-transitory computer- readable medium of claim 411, wherein the instructions further cause the computing system to:organize repositories by subject matter;organize repositories by applicant;organize repositories by practice group; andenable assignment of repositories to matters based on organizational structure.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 414. The non- transitory computer- readable medium of claim 411, wherein the instructions further cause the computing system to:track usage of reasoning object repositories;generate analytics regarding repository effectiveness: andidentify frequently used reasoning objects for optimization.
415. The non-transitory computer- readable medium of claim 411, wherein the instructions further cause the computing system to:implement access controls for reasoning object repositories based on user roles and organizational hierarchy; and enforce access controls when users attempt to access repositoriesClaim Set: Internal Sharing416 A system for internal sharing of artificial intelligence repositories, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:enable practice group members to share artificial intelligence repositories containing reasoning objects and context parameters;organize artificial intelligence repositories by at least one of subject matter and applicant;maintain distinct repositories for technology areas;associate each repository with agents trained on prior art specific to a technology area, prompt libraries optimized for claim drafting conventions, and training datasets from successful applications in a domain;enable partners to assign relevant subject-matter repositories when assigning new matters to associates; ensure drafting aligns with group conventions through repository assignment;organize repositories by applicant to maintain client- specific parameters;reflect preferred terminology in client-specific repositories;reflect depth of disclosure preferences in client-specific repositories; andreflect claim scope strategies in client-specific repositories417. The system of claim 416, wherein the instructions further cause the system to:maintain distinct repositories for technology areas comprising semiconductor devices, pharmaceutical compositions, and software architectures.
418. The system of claim 416, wherein the instructions further cause the system to:enable associates to access assigned repositories during document drafting;apply repository-specific agents during document drafting;apply repository-specific prompt libraries during document drafting; andapply repository-specific training datasets during document drafting.
419. The system of claim 416, wherein the instructions further cause the system to:track usage of shared repositories within practice groups;generate analytics regarding repository effectiveness; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 identify frequently used repositories for optimization420 The system of claim 416, wherein the instructions further cause the system to:enable practice group administrators to update shared repositories;propagate updates to all practice group members; andnotify practice group members of repository updates.
421. The system of claim 416, wherein the instructions further cause the system to:implement access controls for shared repositories based on practice group membership; andenforce access controls when users attempt to access repositories422. The system of claim 416, wherein the instructions further cause the system to:enable collaborative development of shared repositories by practice group members;track contributions from each practice group member; andmaintain attribution information for repository content.423 The system of claim 416, wherein the instructions further cause the system to:enable practice groups to create custom repositories for specific clients;associate custom repositories with client matters; andensure consistent application of client preferences across matters424. The system of claim 416, wherein the instructions further cause the system to:provide version control for shared repositories;maintain historical versions of shared repositories; andenable reversion to previous repository versions when necessary.
425. The system of claim 416, wherein the instructions further cause the system to:enable practice groups to share repositories with other practice groups within an organization; andmaintain separate access controls for inter-practice-group sharing.426 A method for internal sharing of artificial intelligence repositories, the method comprising:enabling, by a computing system, practice group members to share artificial intelligence repositories containing reasoning objects and context parameters;organizing artificial intelligence repositories by at least one of subject matter and applicant;maintaining distinct repositories for technology areas;associating each repository with agents trained on prior art specific to a technology area, prompt libraries optimized for claim drafting conventions, and training datasets from successful applications in a domain;enabling partners to assign relevant subject-matter repositories when assigning new matters to associates; ensuring drafting aligns with group conventions through repository assignment;organizing repositories by applicant to maintain client-specific parameters;reflecting preferred terminology in client-specific repositories;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 reflecting depth of disclosure preferences in client-specific repositories; andreflecting claim scope strategies in client-specific repositories.
427. The method of claim 426, further comprising:maintaining distinct repositories for technology areas comprising semiconductor devices, pharmaceutical compositions, and software architectures.
428. The method of claim 426, further comprising:enabling associates to access assigned repositories during document drafting;applying repository-specific agents during document drafting;applying repository-specific prompt libraries during document drafting; andapplying repository-specific training datasets during document drafting.
429. The method of claim 426, further comprising:tracking usage of shared repositories within practice groups;generating analytics regarding repository effectiveness; andidentifying frequently used repositories for optimization430. The method of claim 426, further comprising:enabling practice group administrators to update shared repositories;propagating updates to all practice group members; andnotifying practice group members of repository’ updates.4 1 A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:enable practice group members to share artificial intelligence repositories containing reasoning objects and context parameters;organize artificial intelligence repositories by at least one of subject matter and applicant;maintain distinct repositories for technology areas;associate each repository with agents trained on prior art specific to a technology area, prompt libraries optimized for claim drafting conventions, and training datasets from successful applications in a domain;enable partners to assign relevant subject-matter repositories when assigning new matters to associates; ensure drafting aligns with group conventions through repository assignment;organize repositories by applicant to maintain client- specific parameters;reflect preferred terminology in client-specific repositories;reflect depth of disclosure preferences in client-specific repositories; andreflect claim scope strategies in client-specific repositories.
432. The non-transitory computer- readable medium of claim 431, wherein the instructions further cause the computing system to:maintain distinct repositories for technology areas comprising semiconductor devices, pharmaceutical compositions,PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 and software architectures.433 The non-transitory computer- readable medium of claim 431 , wherein the instructions further cause the computing system to:enable associates to access assigned repositories during document drafting;apply repository-specific agents during document drafting;apply repository-specific prompt libraries during document drafting; andapply repository-specific training datasets during document drafting.434 The non-transitory computer-readable medium of claim 431 , wherein the instructions further cause the computing system to:enable practice group administrators to update shared repositories;propagate updates to all practice group members; andnotify practice group members of repository updates.
435. The non- transitory computer- readable medium of claim 431 , wherein the instructions further cause the computing system to:enable practice groups to create custom repositories for specific clients;associate custom repositories with client matters; andensure consistent application of client preferences across mattersClaim Set: External Sharing436. A system for external sharing of artificial intelligence repositories, the system comprising:a processor; anda memory' storing instructions that, when executed by the processor, cause the system to:enable lawyers to share artificial intelligence repositories with clients;enable clients to share artificial intelligence repositories with lawyers;designate shared repositories by document type:enable corporate clients to maintain artificial intelligence repositories for employment agreements comprising drafting guidelines reflecting standard terms, agents trained on preferred document review processes, and training datasets derived from previously negotiated agreements;enable clients to share repositories with outside counsel to facilitate legal review of new agreements;enable lawyers to apply client-shared repositories to generate proposed revisions consistent with client practices; enable lawyers to incorporate legal updates into proposed revisions;enable lawyers to incorporate risk mitigation strategies into proposed revisions;enable lawyers to share litigation brief repositories with in-house legal teams; andenable bidirectional sharing of repositories to reduce revision cycles.
437. The system of claim 436, 'herein the instructions further cause the system to:enable clients to specify access restrictions for shared repositories;enforce access restrictions based on user roles; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 maintain audit trails of repository’ usage by outside counsel.438 The system of claim 436, wherein the instructions further cause the system to:enable lawyers to generate proposed revisions using client-shared repositories;ensure proposed revisions conform to client formatting conventions;ensure proposed revisions conform to client terminology standards: andensure proposed revisions conform to client content requirements.
439. The system of claim 436, wherein the instructions further cause the system to:enable lawyers to share repositories with clients for specific document types;associate shared repositories with document type metadata; andautomatically apply appropriate repositories based on document type during editing.
440. The system of claim 436, wherein the instructions further cause the system to:enable in-house legal teams to draft initial fact summaries using lawyer-shared repositories;enable in-house legal teams to draft discovery’ responses using lawyer-shared repositories; andensure drafts conform to lawyer formatting conventions and citation conventions441. The system of clarm 436, wherein the instructions further cause the system to:track usage of externally shared repositories;generate analytics regarding repository effectiveness in external collaborations; andprovide usage reports to repository owners.442 The system of claim 436, w herein the instructions further cause the system to:enable version control for externally shared repositories;propagate repository updates to external users; andnotify external users of repository updates.
443. The system of claim 436, 'herein the instructions further cause the system to:enable clients to provide feedback on lawyer- shared repositories;enable lawyers to provide feedback on client-shared repositories; andincorporate feedback to improve shared repositories.
444. The system of claim 436, wherein the instructions further cause the system to:implement security controls for externally shared repositories;encrypt repository content during transmission; andenforce authentication requirements for repository access.
445. The system of claim 436, w’herein the instructions further cause the system to:enable temporary sharing of repositories for specific matters;automatically revoke repository access upon matter completion; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 maintain records of temporary sharing arrangements.446 A method for external sharing of artificial intelligence repositories, the method comprising:enabling, by a computing system, lawyers to share artificial intelligence repositories with clients;enabling clients to share artificial intelligence repositories with lawyers:designating shared repositories by document type;enabling corporate clients to maintain artificial intelligence repositories for employment agreements comprising drafting guidelines reflecting standard terms, agents trained on preferred document review processes, and training datasets derived from previously negotiated agreements;enabling clients to share repositories with outside counsel to facilitate legal review of new agreements; enabling lawyers to apply client-shared repositories to generate proposed revisions consistent with client practices; enabling lawyers to incorporate legal updates into proposed revisions;enabling lawyers to incorporate risk mitigation strategies into proposed revisions;enabling lawyers to share litigation brief repositories with in-house legal teams; andenabling bidirectional sharing of repositories to reduce revision cycles.447 The method of claim 446, further comprising:enabling clients to specify access restrictions for shared repositories;enforcing access restrictions based on user roles: andmaintaining audit trails of repository usage by outside counsel.
448. The method of claim 446, further comprising:enabling lawyers to generate proposed revisions using client-shared repositories;ensuring proposed revisions conform to client formatting conventions;ensuring proposed revisions conform to client terminology standards; andensuring proposed revisions conform to client content requirements.
449. The method of claim 446, further comprising:enabling lawyers to share repositories with clients for specific document types;associating shared repositories with document type metadata; andautomatically applying appropriate repositories based on document type during editing450. The method of claim 446, further comprising:enabling in-house legal teams to draft initial fact summaries using lawyer-shared repositories;enabling in-house legal teams to draft discovery responses using lawyer-shared repositories; andensuring drafts conform to lawyer formatting conventions and citation conventions.451 A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:enable lawyers to share artificial intelligence repositories with clients;enable clients to share artificial intelligence repositories with lawyers;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 designate shared repositories by document type;enable corporate clients to maintain artificial intelligence repositories for employment agreements comprising drafting guidelines reflecting standard terms, agents trained on preferred document review processes, and training datasets derived from previously negotiated agreements;enable clients to share repositories with outside counsel to facilitate legal review of new agreements;enable lawyers to apply client-shared repositories to generate proposed revisions consistent with client practices; enable lawyers to incorporate legal updates into proposed revisions;enable lawyers to incorporate risk mitigation strategics into proposed revisions;enable lawyers to share litigation brief repositories with in-house legal teams; andenable bidirectional sharing of repositories to reduce revision cycles452. The non-transitory computer-readable medium of claim 451 , wherein the instructions further cause the computing system to:enable clients to specify access restrictions for shared repositories;enforce access restrictions based on user roles; andmaintain audit trails of repository usage by outside counsel.
453. The non-transitory computer- readable medium of claim 451 , wherein the instructions further cause the computing system to:enable lawyers to generate proposed revisions using client-shared repositories;ensure proposed revisions conform to client formatting conventions;ensure proposed revisions conform to client terminology standards; andensure proposed revisions conform to client content requirements.
454. The non-transitory computer-readable medium of claim 451 , wherein the instructions further cause the computing system to:track usage of externally shared repositories;generate analytics regarding repository effectiveness in external collaborations; andprovide usage reports to repository owners.455 The non-transitory computer- readable medium of claim 451 , wherein the instructions further cause the computing system to:implement security controls for externally shared repositories;encrypt repository content during transmission; andenforce authentication requirements for repository access.Claim Set: Adverse Sharing456. A system for managing contract revisions through adverse sharing with locked agentic interactions, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enable contracting parties to share contract revisions using locked agcntic interactions;enable each party to generate proposed revisions via a respective artificial intelligence repository;lock agentic interactions to prevent an opposing party from modifying agents, prompts, and context parameters used for revisions;enable a buyer to generate a proposed clause using a buyer artificial intelligence repository according to specific risk tolerance and drafting guidelines;enable an opposing party to view the proposed clause and the locked agentic interaction without altering originating parameters;enable the opposing party to generate counterproposals using a separate artificial intelligence repository with separate parameters;maintain an audit trail recording which party artificial intelligence repository generated each revision, agentic interactions invoked, and context parameters applied; andprovide transparency regarding drafting rationale through the locked interaction model.
457. The system of claim 456, 'hcrcin the instructions further cause the system to:display locked agentic interactions to opposing parties with visual indicators distinguishing locked content from editable content458. The system of claim 456, wherein the instructions further cause the system to:enable parties to annotate locked agentic interactions with comments and questions without modifying underlying parameters.
459. The system of claim 456, wherein the instructions further cause the system to:track all proposed revisions and counterproposals in a revision history;associate each revision with the generating party and artificial intelligence repository; andenable parties to review complete revision history.
460. The system of claim 456, wherein the instructions further cause the system to:enable parties to compare proposed revisions side-by-side;highlight differences between proposals; andprovide analysis of differences based on respective artificial intelligence repositories461. The system of claim 456, wherein the instructions further cause the system to :implement authentication requirements for parties accessing locked agentic interactions: andenforce access controls preventing unauthorized modification of locked content.
462. The system of claim 456, wherein the instructions further cause the system to:enable parties to export audit trails documenting revision history, agentic interactions, and context parameters; and provide audit trails in formats suitable for legal review and compliance verification.
463. The system of claim 456, wherein the instructions further cause the system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 enable parties to negotiate terms through iterative exchanges of locked agcntic interactions;track negotiation progress; andidentify areas of agreement and disagreement464. The system of claim 456, wherein the instructions further cause the system to:provide analytics regarding negotiation patterns;identify common revision types; andsuggest compromise language based on historical negotiation data.465 The system of claim 456, wherein the instructions further cause the system to:enable parties to unlock agentic interactions by mutual agreement;require confirmation from both parties before unlocking; andmaintain records of unlocking events in the audit trail.
466. A method for managing contract revisions through adverse sharing with locked agcntic interactions, the method comprising:enabling, by a computing system, contracting parties to share contract revisions using locked agentic interactions; enabling each party to generate proposed revisions via a respective artificial intelligence repository;locking agentic interactions to prevent an opposing party from modifying agents, prompts, and context parameters used for revisions;enabling a buyer to generate a proposed clause using a buyer artificial intelligence repository according to specific risk tolerance and drafting guidelines;enabling an opposing party to view the proposed clause and the locked agentic interaction without altering originating parameters;enabling the opposing party to generate counterproposals using a separate artificial intelligence repository with separate parameters;maintaining an audit trail recording which party artificial intelligence repository generated each revision, agentic interactions invoked, and context parameters applied; andproviding transparency regarding drafting rationale through the locked interaction model.467 The method of claim 466, further comprising:displaying locked agentic interactions to opposing parties with visual indicators distinguishing locked content from editable content468. The method of claim 466, further comprising:enabling parties to annotate locked agcntic interactions with comments and questions without modifying underlying parameters.
469. The method of claim 466, further comprising:tracking all proposed revisions and counterproposals in a revision history;associating each revision with the generating party and artificial intelligence repository; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enabling parties to review complete revision history'.470 The method of claim 466, further comprising:enabling parties to compare proposed revisions side-by-side;highlighting differences between proposals: andproviding analysis of differences based on respective artificial intelligence repositories.
471. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:enable contracting parties to share contract revisions using locked agentic interactions;enable each party to generate proposed revisions via a respective artificial intelligence repository:lock agentic interactions to prevent an opposing party from modifying agents, prompts, and context parameters used for revisions;enable a buyer to generate a proposed clause using a buyer artificial intelligence repository according to specific risk tolerance and drafting guidelines;enable an opposing party to view the proposed clause and the locked agentic interaction without altering originating parameters;enable the opposing party to generate counterproposals using a separate artificial intelligence repository with separate parameters;maintain an audit trail recording which party artificial intelligence repository generated each revision, agentic interactions invoked, and context parameters applied; andprovide transparency regarding drafting rationale through the locked interaction model.472 The non-transitory computer-readable medium of claim 471 , wherein the instructions further cause the computing system to:display locked agentic interactions to opposing parties with visual indicators distinguishing locked content from editable content473. The non-transitory computer- readable medium of claim 471 , wherein the instructions further cause the computing system to:track all proposed revisions and counterproposals in a revision history';associate each revision with the generating party and artificial intelligence repository; andenable parties to review complete revision history.
474. The non-transitory computer- readable medium of claim 471, wherein the instructions further cause the computing system to:enable parties to compare proposed revisions side-by-side;highlight differences between proposals; andprovide analysis of differences based on respective artificial intelligence repositories.
475. The non-transitory computer- readable medium of claim 471 , wherein the instructions further cause the computingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 system to:enable parties to negotiate terms through iterative exchanges of locked agentic interactions;track negotiation progress; andidentify areas of agreement and disagreement.Claim Set: Supervised Document Editing System476. A system for providing supervised artificial intelligence services to clients, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide supervised artificial intelligence services to clients via a subscription basis;enable clients to access supervised artificial intelligence services through a document editor comprising agent modules and drafting modules;authenticate client access through a subscription management system;enable clients to utilize prompt libraries maintained by a law firm, wherein the prompt libraries comprise preconfigured and validated prompt containers for specific document types;restrict clients from having administrative control over prompt libraries and agents;maintain administrative authority by the law firm to ensure quality and compliance;periodically update prompt libraries and agents based on legal practice evolution and regulatory requirements; implement token-based usage tracking;implement recurring billing comprising at least one of monthly billing, annual billing, and tiered billing based on usage;monitor inference calls and content volume via the drafting module;provide agent libraries curated by tire law firm comprising native agents and custom agents trained on historical work product;enable clients to invoke agents without modifying agents, prompt sequences, and training datasets;maintain version control for agents;propagate agent updates across subscriptions;provide a document editor user interface for interacting with supervised artificial intelligence sendees; display prompt libraries organized by document type;display agents organized by legal function; andrestrict access to administrative functions to the law firm.
477. The system of claim 476, wherein the instructions further cause the system to:organize prompt libraries hierarchically by organization level, practice group level, and matter level; and control access to each level via permission settings enabling viewing and using without modifying.
478. The system of claim 476, wherein the instructions further cause the system to:enable the law firm to update prompt libraries by adding, modifying, and removing prompt containers; automatically propagate updates to clients; andnotify clients of updates.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 479. The system of claim 476, wherein the instructions further cause the system to:configure agents with locked parameters comprising temperature, context level, and writing style;restrict modification of locked parameters to the law firm; andapply agent updates globally across all client subscriptions.
480. The system of claim 476, wherein the instructions further cause the system to:track client interactions with supervised artificial intelligence services;provide usage analytics to the law firm via a reporting interface;support trend analysis;provide budget warnings; andgenerate billing reports.
481. The system of claim 476, wherein the instructions further cause the system to:assign differentiated token costs to operations comprising prompt execution, agent conversations, and document generation; andperiodically adjust token costs.
482. The system of claim 476, wherein the instructions further cause the system to:generate invoices itemizing token usage by operation, document, and agent type;itemize total tokens consumed;itemize token allocations; anditemize overage charges.483 The system of claim 476, wherein the instructions further cause the system to:provide subscription tiers determining access to prompt libraries and agent libraries;provide subscription tiers determining token allocation; andimplement differentiated pricing structures for subscription tiers.
484. The system of claim 476, wherein the instructions further cause the system to:provide a web-based document editor requiring authentication and subscription validation;display current token usage and remaining token usage in the document editor interface; andprovide warnings when token usage approaches limits.
485. The system of claim 476, wherein the instructions further cause the system to:enable the law firm to modify agents based on client feedback comprising errors, inconsistencies, and unmet expectations;analyze feedback for patterns; andupdate agents via at least one of retraining, prompt sequence adjustment, and tool call configuration486. The system of claim 476, wherein the instructions further cause the system to:provide prompt libraries comprising prompts for various document sections comprising background, summary,PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 detailed description, and claims;associate prompts with metadata comprising document type, jurisdiction, and practice area; andenable the law firm to conduct periodic reviews of prompt libraries for quality and compliance487. The system of claim 476, wherein the instructions further cause the system to:enable clients to generate documents by selecting a document type;load relevant prompting models and agents upon document type selection;track prompt usage and agent usage for token tracking; andenable editing of existing documents by identifying document type and providing relevant libraries.
488. The system of claim 476, wherein the instructions further cause the system to:restrict all administrative functions comprising library modification, agent modification, subscription tier configuration, and permission management to authorized law firm administrators; andprevent client access to administrative functions via credential-restricted interfaces.
489. A method for providing supervised artificial intelligence services to clients, the method comprising: providing, by a computing system, supervised artificial intelligence sendees to clients via a subscription basis; enabling clients to access supervised artificial intelligence services through a document editor comprising agent modules and drafting modules;authenticating client access through a subscription management system;enabling clients to utilize prompt libraries maintained by a law firm, wherein the prompt libraries comprise pre-configurcd and validated prompt containers for specific document types;restricting clients from having administrative control over prompt libraries and agents;maintaining administrative authority by the law firm to ensure quality and compliance;periodically updating prompt libraries and agents based on legal practice evolution and regulatory requirements; implementing token-based usage tracking;implementing recurring billing comprising at least one of monthly billing, annual billing, and tiered billing based on usage;monitoring inference calls and content volume via the drafting module;providing agent libraries curated by the law firm comprising native agents and custom agents trained on historical work product;enabling clients to invoke agents without modifying agents, prompt sequences, and training datasets; maintaining version control for agents;propagating agent updates across subscriptions;providing a document editor user interface for interacting with supervised artificial intelligence services; displaying prompt libraries organized by document type;displaying agents organized by legal function; andrestricting access to administrative functions to the law firm490. The method of claim 489, further comprising:organizing prompt libraries hierarchically by organization level, practice group level, and matter level; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 controlling access to each level via permission settings enabling viewing and using without modifying.491 The method of claim 489, further comprising:enabling the law firm to update prompt libraries by adding, modifying, and removing prompt containers; automatically propagating updates to clients; andnotifying clients of updates.
492. The method of claim 489, further comprising:configuring agents with locked parameters comprising temperature, context level, and writing style; restricting modification of locked parameters to the law firm; andapplying agent updates globally across all client subscriptions.
493. The method of claim 489, further comprising:tracking client interactions with supervised artificial intelligence services;providing usage analytics to tire law firm via a reporting interface;supporting trend analysis;providing budget warnings; andgenerating billing reports.
494. The method of claim 489, further comprising:assigning differentiated token costs to operations comprising prompt execution, agent conversations, and document generation; andperiodically adjusting token costs.
495. The method of claim 489, further comprising:generating invoices itemizing token usage by operation, document, and agent type;itemizing total tokens consumed;itemizing token allocations; anditemizing overage charges.496 A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide supervised artificial intelligence services to clients via a subscription basis;enable clients to access supervised artificial intelligence services through a document editor comprising agent modules and drafting modules;authenticate client access through a subscription management system;enable clients to utilize prompt libraries maintained by a law firm, wherein the prompt libraries comprise preconfigured and validated prompt containers for specific document types;restrict clients from having administrative control over prompt libraries and agents;maintain administrative authority by the law firm to ensure quality and compliance:periodically update prompt libraries and agents based on legal practice evolution and regulatory requirements;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 implement token-based usage tracking;implement recurring billing comprising at least one of monthly billing, annual billing, and tiered billing based on usage;monitor inference calls and content volume via the drafting module;provide agent libraries curated by the law firm comprising native agents and custom agents trained on historical work product;enable clients to invoke agents without modifying agents, prompt sequences, and training datasets;maintain version control for agents;propagate agent updates across subscriptions;provide a document editor user interface for interacting with supervised artificial intelligence sendees; display prompt libraries organized by document type;display agents organized by legal function; andrestrict access to administrative functions to the law firm.
497. The non-transitory computer-readable medium of claim 496, wherein the instructions further cause the computing system to:organize prompt libraries hierarchically by organization level, practice group level, and matter level; and control access to each level via permission settings enabling viewing and using without modifying.
498. The non-transitory computer-readable medium of claim 496, wherein the instructions further cause the computing system to:enable the law' firm to update prompt libraries by adding, modifying, and removing prompt containers; automatically propagate updates to clients; andnotify clients of updates499. The non-transitory computer-readable medium of claim 496, wherein the instructions further cause the computing system to:track client interactions with supervised artificial intelligence services;provide usage analytics to the law firm via a reporting interface;support trend analysis;provide budget warnings; andgenerate billing reports.
500. The non-transitory computer-readable medium of claim 496, wherein the instructions further cause the computing system to:restrict all administrative functions comprising library modification, agent modification, subscription tier configuration, and permission management to authorized law firm administrators; andprevent client access to administrative functions via credential-restricted interfacesClaim Set: Auditing501 A system for maintaining comprehensive audit trails in an artificial intelligence-centric document editingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 platform, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:maintain comprehensive audit trails for all training datasets and context materials used in document editing sessions:log, for each generative artificial intelligence editing event, a full set of context materials that contributed to generated output, wherein the full set comprises identifiers for input files, fine tuning files, agent conversation histories, training datasets, drafting guidelines, prompt sequences, and writing styles;associate audit entries with timestamps and specific document sections;create a traceable link between generated content and context materials;implement bidirectional audit logging comprising a document-based audit trail and a context material-based audit trail:record, in the document-based audit trail, which context materials were used to generate each document portion;record, in the context material-based audit trail, which documents incorporated content derived from those context materials;enable users to access specific files and inputs for any paragraph through the document-based audit trail; andenable users to trace downstream usage through the context material-based audit trail.
502. The system of claim 501 , wherein the instructions further cause the system to:enforce granular sharing controls over context materials;enforce permissions over context materials;designate which users may view, use, and modify artificial intelligence repositories, datasets, prompt libraries, and uploaded files; andcontrol permissions at multiple organizational levels comprising organization level, practice group level, matter level, and individual document level.
503. The system of claim 501, wherein the instructions further cause the system to:enable clients to specify approved artificial intelligence repositories for use by outside counsel; and restrict use of artificial intelligence repositories based on at least one of risk, terminology, and business preferences.
504. The system of claim 501 , wherein the instructions further cause the system to:enforce repository permissions by blocking unauthorized repository use; andnotify users of non-compliancc when unauthorized repository use is attempted.505 The system of claim 501 , wherein the instructions further cause the system to:log all permission grants in the audit trail:log all permission revocations in the audit trail;log all access attempts in the audit trail;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 record sharing events;record successful access events;record denied access attempts; andprovide notifications to content owners regarding access events.
506. The system of claim 501, wherein the instructions further cause the system to:provide transparency through audit logs for collaborative workflows; andprovide compliance monitoring through audit logs for confidentiality’ requirements.507 The system of claim 501 , wherein the instructions further cause the system to:enable users to query the document-based audit trail to identify all context materials used for a specific paragraph;display a list of context materials comprising file names, dataset identifiers, and conversation turn identifiers; andprovide links to access the context materials.508 The system of claim 501 , wherein the instructions further cause the system to:enable users to query' the context material-based audit trail to identify all documents incorporating content derived from a specific context material;display a list of documents comprising document identifiers and affected sections; andprovide links to access the documents.
509. The system of claim 501 , wherein the instructions further cause the system to:generate audit reports summarizing context material usage across multiple documents;identify frequently used context materials;identify rarely used context materials; andprovide recommendations for context material optimization.
510. The system of claim 501, wherein the instructions further cause the system to:implement access controls for audit trails based on user roles;enable administrators to access complete audit trails;enable users to access audit trails for their own documents; andrestrict access to audit trails for unauthorized users.
511. A method for maintaining comprehensive audit trails in an artificial intelligence-centric document editing platform, the method comprising:maintaining, by a computing system, comprehensive audit trails for all training datasets and context materials used in document editing sessions;logging, for each generative artificial intelligence editing event, a full set of context materials that contributed to generated output, wherein the full set comprises identifiers for input files, fine tuning files, agent conversation histories, training datasets, drafting guidelines, prompt sequences, and writing styles;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 associating audit entries with timestamps and specific document sections;creating a traceable link between generated content and context materials;implementing bidirectional audit logging comprising a document-based audit trail and a context materialbased audit trail;recording, in the document-based audit trail, which context materials were used to generate each document portion;recording, in the context material-based audit trail, which documents incorporated content derived from those context materials;enabling users to access specific files and inputs for any paragraph through the document-based audit trail; andenabling users to trace downstream usage through the context material-based audit trail.
512. The method of claim 511, further comprising:enforcing granular sharing controls over context materials;enforcing permissions over context materials;designating which users may view, use, and modify artificial intelligence repositories, datasets, prompt libraries, and uploaded files; andcontrolling permissions at multiple organizational levels comprising organization level, practice group level, matter level, and individual document level.
513. The method of claim 511, further comprising:enabling clients to specify approved artificial intelligence repositories for use by outside counsel; and restricting use of artificial intelligence repositories based on at least one of risk, terminology, and business preferences514. The method of claim 511, further comprising:enforcing repository permissions by blocking unauthorized repository use; andnotifying users of non-compliance when unauthorized repository use is attempted.
515. The method of claim 511, further comprising:logging all permission grants in the audit trail;logging all permission revocations in the audit trail;logging all access attempts in the audit trail;recording sharing events;recording successful access events;recording denied access attempts; andproviding notifications to content owners regarding access events.
516. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:maintain comprehensive audit trails for all training datasets and context materials used in document editingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 sessions;log, for each generative artificial intelligence editing event, a full set of context materials that contributed to generated output, wherein the full set comprises identifiers for input files, fine tuning files, agent conversation histories, training datasets, drafting guidelines, prompt sequences, and writing styles;associate audit entries with timestamps and specific document sections;create a traceable link between generated content and context materials;implement bidirectional audit logging comprising a document-based audit trail and a context material-based audit trail;record, in the document-based audit trail, which context materials were used to generate each document portion;record, in the context material-based audit trail, which documents incorporated content derived from those context materials;enable users to access specific files and inputs for any paragraph through the document-based audit trail; and enable users to trace downstream usage through the context material-based audit trail.
517. The non-transitory computer- readable medium of claim 516, wherein the instructions further cause the computing system to:enforce granular sharing controls over context materials;enforce permissions over context materials;designate which users may view, use, and modify artificial intelligence repositories, datasets, prompt libraries, and uploaded files; andcontrol permissions at multiple organizational levels comprising organization level, practice group level, matter level, and individual document level.
518. The non-transitory computer- readable medium of claim 516, wherein the instructions further cause the computing system to:enable clients to specify approved artificial intelligence repositories for use by outside counsel; and restrict use of artificial intelligence repositories based on at least one of risk, terminology, and business preferences.519 The non-transitory computer-readable medium of claim 516, wherein the instructions further cause the computing system to:log all permission grants in the audit trail;log all permission revocations in the audit trail;log all access attempts in the audit trail;record sharing events;record successful access events;record denied access attempts; andprovide notifications to content owners regarding access events.
520. The non-transitory computer- readable medium of claim 516, wherein the instructions further cause the computingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 system to:generate audit reports summarizing context material usage across multiple documents;identify frequently used context materials;identify rarely used context materials; andprovide recommendations for context material optimization.Claim Set: Dynamic Training521. A system for implementing dynamic training in an artificial intelligence-centric document editor, the system comprising:a processor; anda memory' storing instructions that, when executed by the processor, cause the system to:implement dynamic training to continuously improve document drafting;analyze uploaded materials and current document content to refine section-specific outputs; review, when training is activated, recent uploads and document content to select relevant training data segments for a current drafting context;access allowed datasets for a current user;identify relevant figures and descriptions from the allowed datasets;aggregate identified content into a master training file serving as a session reference; refine the master training file for a specific section being drafted;incorporate derived rules and stylistic remarks into the master training file;generate section-specific fine tuning files from the master training file; andtailor the section-specific fine tuning files to document sections.
522. The system of claim 521 , wherein the instructions further cause the system to:enable users to select writing styles comprising enabling disclosure and boilerplate;influence fine tuning file selection based on selected writing styles; andinfluence output characteristics based on selected writing styles523. The system of claim 521, wherein the instructions further cause the system to:reduce context provided to large language model prompts to improve section- specific content generation.
524. The system of claim 521, wherein the instructions further cause the system to:incorporate fine tuning files into prompts to align outputs with invention materials and preferred drafting style525. The system of claim 521 , wherein the instructions further cause the system to:create a feedback loop by reviewing current document content, materials, and claims;regenerate template files based on the feedback loop; andenhance template files for future sessions based on the feedback loop.526 The system of claim 521 , wherein the instructions further cause the system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 maintain training datasets originating from public repositories and private repositories;organize training datasets by at least one of firm, applicant, and attorney; andenable administrators to control access to training datasets and permissions for training datasets527. The system of claim 521, wherein the instructions further cause the system to:enable clients to supply custom datasets; andenable users to administer accessible data sources via a client portal.
528. The system of claim 521, wherein the instructions further cause the system to:produce audit reports documenting training data sources, usage times, and document associations529. The system of claim 521, wherein the instructions further cause the system to:enable the document editor to remain current with drafting standards through dynamic training; and generate outputs tailored to user preferences and invention-specific content through dynamic training.
530. The system of claim 521, wherein the instructions further cause the system to:trigger a dedicated training process for each new document session; andensure relevance of training to the specific session.
531. The system of claim 521 , wherein the instructions further cause the system to :analyze user-supplied patent samples for patterns in structure, language, and technical disclosure; and inform section-specific training based on the patterns.532 The system of claim 521 , wherein the instructions further cause the system to:distinguish between content types comprising technical descriptions, legal boilerplate, and enabling disclosure; andapply nuanced training for patent drafting based on content types.
533. The system of claim 521, wherein the instructions further cause the system to:adapt to evolving drafting standards as new exemplars are added to datasets; andadapt to evolving drafting practices as new exemplars are added to datasets534. The system of claim 521 , wherein the instructions further cause the system to:enable activation of training by user command; andenable automatic activation of training based on document events.
535. The system of claim 521 , wherein the instructions further cause the system to :generate multiple section-specific fine tuning files for different document sections comprising background sections, detailed description sections, and claim sections.
536. A method for implementing dynamic training in an artificial intelligence-centric document editor, the methodPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 comprising:implementing, by a computing system, dynamic training to continuously improve document drafting; analyzing uploaded materials and current document content to refine section-specific outputs; reviewing, when training is activated, recent uploads and document content to select relevant training data segments for a current drafting context:accessing allowed datasets for a current user;identifying relevant figures and descriptions from tire allowed datasets;aggregating identified content into a master training file serving as a session reference;refining the master training file for a specific section being drafted;incorporating derived rules and stylistic remarks into the master training file;generating section-specific fine tuning files from the master training file; andtailoring the section-specific fine tuning files to document sections.
537. The method of claim 536, further comprising:enabling users to select writing styles comprising enabling disclosure and boilerplate;influencing fine tuning file selection based on selected writing styles; andinfluencing output characteristics based on selected writing styles538. The method of claim 536, further comprising:reducing context provided to large language model prompts to improve section-specific content generation539. The method of claim 536, further comprising:incorporating fine tuning files into prompts to align outputs with invention materials and preferred drafting style540. The method of claim 536, further comprising:creating a feedback loop by reviewing current document content, materials, and claims; regenerating template files based on the feedback loop; andenhancing template files for future sessions based on the feedback loop.541 A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:implement dynamic training to continuously improve document drafting;analyze uploaded materials and current document content to refine section- specific outputs;review, when training is activated, recent uploads and document content to select relevant training data segments for a current drafting context;access allowed datasets for a current user;identify relevant figures and descriptions from the allowed datasets;aggregate identified content into a master training file serving as a session reference;refine the master training file for a specific section being drafted:incorporate derived rules and stylistic remarks into the master training file;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 generate section-specific fine tuning files from the master training file; andtailor the section-specific fine tuning files to document sections.
542. The non- transitory computer- readable medium of claim 541, wherein the instructions further cause the computing system to:enable users to select writing styles comprising enabling disclosure and boilerplate;influence fine tuning file selection based on selected writing styles; andinfluence output characteristics based on selected writing styles.543 The non-transitory computer- readable medium of claim 541 , wherein the instructions further cause the computing system to:create a feedback loop by reviewing current document content materials, and claims;regenerate template files based on the feedback loop; andenhance template files for future sessions based on the feedback loop.
544. The non- transitory computer- readable medium of claim 541 , wherein the instructions further cause the computing system to:maintain training datasets originating from public repositories and private repositories;organize training datasets by at least one of firm, applicant, and attorney; andenable administrators to control access to training datasets and permissions for training datasets.
545. The non-transitory computer- readable medium of claim 541 , wherein the instructions further cause the computing system to:analyze user-supplied patent samples for patterns in structure, language, and technical disclosure; and inform section-specific training based on the patterns.Claim Set: Fine Tuning Files546. A system for managing fine tuning files in a patent drafting tool, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:utilize multiple public models comprising at least one of OpenAI models, Anthropic models, and Meta models;enable users to toggle among the multiple public models;enable users to sequence the multiple public models;refine models for standards compliance through fine-tuning:enable on-demand fine-tuning without using client data and proprietary data;enable users to upload prior patent applications as training data;derive drafting rules, style, structure, language, and figures from tire prior patent applications; update a fine-tuning file based on feedback on uploaded documents;encrypt the fine-tuning file;store the fine-tuning file locally; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 use the fine-tuning file for tailored prompting during drafting.547 The system of claim 546, wherein the instructions further cause the system to:enable loading of a relevant fine-tuning file to enable drafting in a particular style and structure; enable combination of fine-tuning files with invention disclosure materials to refine prompts: and enable users to share fine-tuning files with other users.
548. The system of claim 546, wherein the instructions further cause the system to:track usage of fine-tuning files; andenable owners of fine-tuning files to monitor generated content using their fine-tuning files549. The system of claim 546, wherein the instructions further cause the system to:enable large filers to create multiple fine-tuning files;enable law firms to create multiple fine-tuning files;enable sharing of fine-tuning files; andtrack usage to ensure training data is not misused.
550. The system of claim 546, wherein the instructions further cause the system to:maintain portability of fine-tuning files across systems, users, and platforms.
551. The system of claim 546, wherein the instructions further cause the system to:include metadata in fine-tuning files indicating owner, creation date, training data sources, usage restrictions, and permitted users.
552. The system of claim 546, wherein the instructions further cause the system to:enforce access controls for fine-tuning files based on at least one of user, organization, matter, and document; andprevent unauthorized use of fine-tuning files.
553. The system of claim 546, wherein the instructions further cause the system to:generate audit trails for every use of fine-tuning files, wherein the audit trails record user, document, and timestamp: andenable owners to access the audit trails.
554. The system of claim 546, wherein the instructions further cause the system to:enable updating of fine-tuning files with new training data;implement versioning for fine-tuning files; andpropagate updated fine-tuning files to users with notifications555. The system of claim 546, wherein the instructions further cause the system to:associate fine-tuning files with specific document types comprising utility applications, design applications,PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 and provisional applications;associate fine-tuning files with technology areas comprising mechanical, electrical, and software; and enable auto-selection of fine-tuning files based on drafting context556. The system of claim 546, wherein the instructions further cause the system to:enable merging of multiple fine-tuning files for general guidance, client-specific guidance, and technologyspecific guidance; andenable weighting parameters to set priority' among merged fine-tuning files.557 The system of claim 546, wherein the instructions further cause the system to:provide a marketplace for publishing fine-tuning files;enable searching of fine-tuning files in the marketplace;enable rating of fine-tuning files in the marketplace;enable transacting access to fine-tuning files in the marketplace; andprovide subscriptions for collections of fine-tuning files organized by at least one of organization, technology area, and document type.
558. The system of claim 546, wherein the instructions further cause the system to:generate fine-tuning files automatically from analysis of prior applications by identifying patterns for style and structure.
559. The system of claim 546, wherein the instructions further cause the system to:provide user interfaces for uploading training data, specifying preferences, reviewing fine-tuning files, modifying fine-tuning files, and testing fine-tuning files560. The system of claim 546, wherein the instructions further cause the system to:track usage frequency of fine-tuning files;track user engagement with fine-tuning files;track document origin associated with fine-tuning files; andtrack effectiveness of fine-tuning files based on feedback and content quality.
561. The system of claim 546, wherein the instructions further cause the system to:include negative examples in fine-tuning files to specify language, structure, and terminology to avoid; and refine output by filtering based on negative examples562. The system of claim 546, wherein the instructions further cause the system to:validate fine-tuning files to ensure conformance to format;validate fine-tuning files to ensure absence of prohibited content;validate fine-tuning files to ensure absence of conflicts with other fine-tuning files; andreject invalid fine-tuning files.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 563. The system of claim 546, wherein the instructions further cause the system to:encrypt fine-tuning files;provide cryptographic keys for authorized user decryption of fine-tuning files; andprotect proprietary content through encryption564. The system of claim 546, wherein the instructions further cause the system to:enable owners to revoke access to fine-tuning files;apply temporal restrictions to fine-tuning files comprising expiration dates; andenable sharing of fine-tuning files within an organization via a managed repository.
565. The system of claim 546, wherein the instructions further cause the system to:enable matter-level restriction of fine-tuning files to specific client matters; andenforce matter-level restrictions.
566. The system of claim 546, wherein the instructions further cause the system to:provide tools for comparing fine-tuning files;identify differences among fine-tuning files;identify similarities among fine-tuning files; andgenerate summary reports regarding fine-tuning file comparisons.
567. The system of claim 546, wherein the instructions further cause the system to:enable conditional rules within fine-tuning files to enable different prompting based on at least one of claim elements, disclosure content, and technology area.
568. The system of claim 546, wherein the instructions further cause the system to:provide mechanisms for testing fine-tuning files before deployment;generate sample content using fine-tuning files; andenable review of sample content569. The system of claim 546, wherein the instructions further cause the system to:include a confidence score in fine-tuning files indicating reliability based on training data, consistency, and feedback; anddisplay the confidence score to users.
570. The system of claim 546, wherein the instructions further cause the system to:provide recommendations for fine-tuning files based on user drafting history', common usage, and high ratings.
571. The system of claim 546, wherein the instructions further cause the system to:enable hierarchical rules in fine-tuning files specifying general principles and exceptions to flexibly guide drafting.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664572. The system of claim 546, wherein the instructions further cause the system to:provide merging tools for combining rules from multiple fine-tuning files;enable conflict resolution among rules: andenable creation of new comprehensive fine-tuning files.
573. The system of claim 546, wherein the instructions further cause the system to:include usage statistics within fine-tuning files to help owners identify effectiveness; andenable refinement of rules based on usage statistics.
574. The system of claim 546, wherein the instructions further cause the system to:provide export features for fine-tuning files;provide import features for fine-tuning files; andsupport portability and cross-platform collaboration for fine-tuning files575. A method for managing fine tuning files in a patent drafting tool, the method comprising:utilizing, by a computing system, multiple public models comprising at least one of OpenAI models. Anthropic models, and Meta models;enabling users to toggle among the multiple public models;enabling users to sequence the multiple public models;refining models for standards compliance through fine-tuning;enabling on-demand fine-tuning without using client data and proprietary data;enabling users to upload prior patent applications as training data;deriving drafting rules, style, structure, language, and figures from the prior patent applications; updating a fine-tuning file based on feedback on uploaded documents;encrypting the fine-tuning file;storing the fine-tuning file locally; andusing the fine-tuning file for tailored prompting during drafting.
576. The method of claim 575, further comprising:enabling loading of a relevant fine-tuning file to enable drafting in a particular sty le and structure; enabling combination of fine-tuning files with invention disclosure materials to refine prompts; and enabling users to share fine-tuning files with other users.
577. The method of claim 575, further comprising:tracking usage of fine-tuning files; andenabling owners of fine-tuning files to monitor generated content using their fine-tuning files.
578. The method of claim 575, further comprising:including metadata in line-tuning files indicating owner, creation date, training data sources, usage restrictions, and permitted users.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664579. The method of claim 575, further comprising:enforcing access controls for fine-tuning files based on at least one of user, organization, matter, and document; andpreventing unauthorized use of fine-tuning files.
580. The method of claim 575, further comprising:generating audit trails for every’ use of fine-tuning files, wherein the audit trails record user, document, and timestamp; andenabling owners to access the audit trails581. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:utilize multiple public models comprising at least one of OpenAI models, Anthropic models, and Meta models;enable users to toggle among the multiple public models;enable users to sequence the multiple public models;refine models for standards compliance through fine-tuning;enable on-demand fine-tuning without using client data and proprietary data;enable users to upload prior patent applications as training data;derive drafting rules, style, structure, language, and figures from the prior patent applications; update a fine-tuning file based on feedback on uploaded documents;encrypt the fine-tuning file;store the fine-tuning file locally; anduse the fine-tuning file for tailored prompting during drafting.
582. The non-transitory computer-readable medium of claim 581 , wherein the instructions further cause the computing system to:enable loading of a relevant fine-tuning file to enable drafting in a particular style and structure; enable combination of fine-tuning files with invention disclosure materials to refine prompts; and enable users to share fine-tuning files with other users583. The non-transitory computer- readable medium of claim 581, wherein the instructions further cause the computing system to:track usage of fine-tuning files; andenable owners of fine-tuning files to monitor generated content using their fine-tuning files.584 The non-transitory computer-readable medium of claim 581 , wherein the instructions further cause the computing system to:include metadata in fine-tuning files indicating owner, creation date, training data sources, usage restrictions, and permitted users.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664585. The non-transitory computer- readable medium of claim 581, wherein the instructions further cause the computing system to:provide a marketplace for publishing fine-tuning files;enable searching of fine-tuning files in the marketplace:enable rating of fine-tuning files in the marketplace;enable transacting access to fine-tuning files in the marketplace; andprovide subscriptions for collections of fine-tuning files organized by at least one of organization, technology area, and document type.Claim Set: Injectable Islands586. A system for managing injectable islands in a document editor, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide injectable islands configured to enable editing and interacting with a document editor; enable content insertion through injectable islands;enable tracked changes compliant with document formatting through injectable islands; support smart-find functionality to auto-locate insertion points;support smart-replace functionality to replace paragraphs;support smart-move functionality to move content;support editing operations through injectable islands;enable users to accept proposed edits from injectable islands;enable users to reject proposed edits from injectable islands;update conversation context based on user acceptance and rejection of edits;enable users to provide reasons for rejecting edits; andenable agents to adapt in response to rejection reasons.
587. The system of claim 586, wherein the instructions further cause the system to:enable users to auto-run multiple injectable islands; andenable users to adjust agent settings governing injectable island behavior.
588. The system of claim 586, wherein the instructions further cause the system to:provide prompt containers offering similar features as injectable islands; andsupport drafting operations spanning multiple document segments through prompt containers589. The system of claim 586, wherein the instructions further cause the system to:embed citation tracking within injectable islands;embed provenance tracking within injectable islands; andassociate source materials, references, conversation turns, and drafting parameters with each edit.590 The system of claim 586, wherein the instructions further cause the system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 provide, when citation support is requested, an interactive panel displaying structured source references; identify uploaded files in the interactive panel;identify dataset passages in the interactive panel;identify conversation turns in the interactive panel; andidentify writing guidelines in the interactive panel that informed generated content.
591. The system of claim 586, wherein the instructions further cause the system to:provide granular attribution at sentence level and phrase level; andenable users to trace terms, claim limitations, and descriptions to original sources.
592. The system of claim 586, wherein the instructions further cause the system to:provide a confidence scoring system indicating strength of connection between generated content and cited sources; anduse visual indicators for high confidence and low confidence.
593. The system of claim 586, wherein the instructions further cause the system to:display, for multi-source content, source contribution breakdowns showing relative influence of each material in a citation panel.
594. The system of claim 586, wherein the instructions further cause the system to:enable users to navigate directly from citations to specific sections in source materials;enable users to navigate directly from citations to excerpts in source materials;enable users to navigate directly from citations to preview s of source materials; andenable users to navigate directly from citations to conversation history595. The system of claim 586, wherein the instructions further cause the system to:include, in citation tracking, direct sources and indirect influences comprising drafting guidelines, writing styles, and prompt sequences.
596. The system of claim 586, wherein the instructions further cause the system to:provide terminology attribution identifying which sources introduced technical terms, reference numerals, and claim elements; andprovide terminology attribution identifying which sources clarified technical terms, reference numerals, and claim elements.
597. The system of claim 586, w'hcrcin the instructions further cause the system to:provide citation export functionality to produce structured attribution reports documenting provenance of accepted injectable islands598. The system of claim 586, wherein the instructions further cause the system to:support policy compliance through the citation system;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 support regulatory compliance through the citation system;provide verification checklists; andflag content lacking sufficient attribution and content relying primarily on inference599. The system of claim 586, wherein the instructions further cause the system to:provide conflict warnings identifying discrepancies between generated content and cited sources; and provide links to conflicting source material.
600. The system of claim 586, wherein the instructions further cause the system to:enable users to customize citation panel detail;enable users to select views optimized for drafting, review, and compliance; andpersist citation panel preferences across sessions.
601. A method for managing injectable islands in a document editor, the method comprising:providing, by a computing system, injectable islands configured to enable editing and interacting with a document editor;enabling content insertion through injectable islands;enabling tracked changes compliant with document formatting through injectable islands; supporting smart-find functionality to auto-locate insertion points;supporting smart-replace functionality to replace paragraphs;supporting smart-move functionality to move content;supporting editing operations through injectable islands;enabling users to accept proposed edits from injectable islands;enabling users to reject proposed edits from injectable islands;updating conversation context based on user acceptance and rejection of edits;enabling users to provide reasons for rejecting edits; andenabling agents to adapt in response to rejection reasons.
602. The method of claim 601, further comprising:enabling users to auto-run multiple injectable islands; andenabling users to adjust agent settings governing injectable island behavior603. The method of claim 601, further comprising:providing prompt containers offering similar features as injectable islands; andsupporting drafting operations spanning multiple document segments through prompt containers.
604. The method of claim 601, further comprising:embedding citation tracking within injectable islands;embedding provenance tracking within injectable islands; andassociating source materials, references, conversation turns, and drafting parameters with each edit.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 605. The method of claim 601, further comprising:providing, when citation support is requested, an interactive panel displaying structured source references; identifying uploaded files in the interactive panel;identifying dataset passages in the interactive panel;identifying conversation turns in the interactive panel; andidentifying writing guidelines in the interactive panel that informed generated content.
606. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide injectable islands configured to enable editing and interacting with a document editor; enable content insertion through injectable islands;enable tracked changes compliant with document formatting through injectable islands;support smart-find functionality to auto-locate insertion points:support smart-replace functionality to replace paragraphs;support smart-move functionality to move content;support editing operations through injectable islands;enable users to accept proposed edits from injectable islands;enable users to reject proposed edits from injectable islands;update conversation context based on user acceptance and rejection of edits;enable users to provide reasons for rejecting edits; andenable agents to adapt in response to rejection reasons.
607. The non-transitory computer-readable medium of claim 606, wherein the instructions further cause the computing system to:embed citation tracking within injectable islands;embed provenance tracking within injectable islands; andassociate source materials, references, conversation turns, and drafting parameters with each edit.
608. The non-transitory computer-readable medium of claim 606, wherein the instructions further cause the computing system to:provide granular attribution at sentence level and phrase level; andenable users to trace terms, claim limitations, and descriptions to original sources.
609. The non-transitory computer-readable medium of claim 606, wherein the instructions further cause the computing system to:provide a confidence scoring system indicating strength of connection between generated content and cited sources; anduse visual indicators for high confidence and low confidence610. The non-transitory computer-readable medium of claim 606, wherein the instructions further cause the computing system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 provide citation export functionality to produce structured attribution reports documenting provenance of accepted injectable islands.Claim Set: Agent Context File611. A system for managing agent context files, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:maintain context files comprising historical records of user-agent interactions;associate each agent conversation with a context file containing a chronological record of user exchanges and agent exchanges;enable users to add individual replies to context files;enable users to remove individual replies from context files;enable users to edit individual replies within context files;provide a visual interface tallying all context elements organized by conversation identifiers; maintain separate context files per user per document: andretrieve context history automatically when a document is loaded612. The system of claim 611, wherein the instructions further cause the system to:support multiple agent personas, wherein each agent persona has a dedicated tab and dedicated context file; andenable cross-persona access for context sharing.
613. The system of claim 611, wherein the instructions further cause the system to :provide an accept-reject interface allowing users to determine which agent responses are included in fine-tuning files.614 The system of claim 611 , wherein the instructions further cause the system to:generate context files automatically;refresh context files automatically based on at least one of periodic triggers, event triggers, and manual commands:support efficient retrieval of context files; andinclude metadata in context files comprising timestamps and user identifiers and agent identifiers.615 The system of claim 611 , wherein the instructions further cause the system to:implement compression for context files to systematically manage file size;implement version control for context files to track contextual state changes over time; andmaintain availability of prior versions of context files616. The system of claim 611, wherein the instructions further cause the system to:provide export options for context files comprising JSON format and XML format to support interoperability and archiving;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 implement access controls for context files;implement audit logs for context files governing usage, visibility, and modification.
617. The system of claim 611 , wherein the instructions further cause the system to:use context files to inform machine learning for agent improvement;capture user preferences in context files; andcapture frequent operations in context files for library integration.
618. The system of claim 611 , wherein the instructions further cause the system to:use context files as reasoning objects for an inference orchestration engine; andinform construction of prompts and prompt sequences for document operations using context files.
619. The system of claim 611, wherein the instructions further cause the system to:capture user-agent conversations occurring before drafting in context files;contribute document objectives to context files;contribute subject matter to context files;contribute writing styles to context files; andcontribute parameters to context files.
620. The system of claim 611, wherein the instructions further cause the system to:extract reasoning objects from context files comprising prompt libraries, drafting guidelines, training datasets, and preferred models and parameters; anduse extracted reasoning objects for prompt construction and model invocation.
621. The system of claim 611 , wherein the instructions further cause the system to:enable sharing of context files among users to enable collaborative drafting; andsupport import of context files from external conversational systems.
622. The system of claim 611, wherein the instructions further cause the system to:enable creation of reusable custom agents based on extracted reasoning objects from context files; and enable creation of reusable prompt libraries based on user conversations captured in context files623. The system of claim 611, wherein the instructions further cause the system to:implement encryption for context files;implement audit trails for context files to track usage and compliance.
624. The system of claim 611 , wherein the instructions further cause the system to:tag individual replies in context files with identifiers;enable selective inclusion of tagged replies in prompts; andenable selective exclusion of tagged replies from prompts.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 625. The system of claim 611, wherein the instructions further cause the system to:analyze context files to identify frequently referenced concepts;generate summaries of context files; anduse summaries to reduce token consumption in prompts626. A method for managing agent context files, the method comprising:maintaining, by a computing system, context files comprising historical records of user-agent interactions; associating each agent conversation with a context file containing a chronological record of user exchanges and agent exchanges;enabling users to add individual replies to context files;enabling users to remove individual replies from context files;enabling users to edit individual replies within context files;providing a visual interface tallying all context elements organized by conversation identifiers; maintaining separate context files per user per document; andretrieving context history automatically when a document is loaded627 The method of claim 626, further comprising:supporting multiple agent personas, wherein each agent persona has a dedicated tab and dedicated context file; andenabling cross-persona access for context sharing.
628. The method of claim 626, further comprising:providing an accept-reject interface allowing users to determine which agent responses are included in fine-tuning files629. The method of claim 626, further comprising:generating context files automatically;refreshing context files automatically based on at least one of periodic triggers, event triggers, and manual commands;supporting efficient retrieval of context files; andincluding metadata in context files comprising timestamps and user identifiers and agent identifiers630. The method of claim 626, further comprising:implementing compression for context files to systematically manage file size;implementing version control for context files to track contextual state changes over time; and maintaining availability of prior versions of context files.6 1 A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:maintain context files comprising historical records of user-agent interactions;associate each agent conversation with a context file containing a chronological record of user exchangesPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 and agent exchanges;enable users to add individual replies to context files;enable users to remove individual replies from context files;enable users to edit individual replies within context files;provide a visual interface tallying all context elements organized by conversation identifiers; maintain separate context files per user per document; andretrieve context history automatically when a document is loaded.
632. The non- transitory computer- readable medium of claim 631 , wherein the instructions further cause the computing system to:support multiple agent personas, wherein each agent persona has a dedicated tab and dedicated context file; andenable cross-persona access for context sharing.
633. The non- transitory computer- readable medium of claim 631, wherein the instructions further cause the computing system to:use context files as reasoning objects for an inference orchestration engine; andinform construction of prompts and prompt sequences for document operations using context files.
634. The non- transitory computer- readable medium of claim 631 , wherein the instructions further cause the computing system to:extract reasoning objects from context files comprising prompt libraries, drafting guidelines, training datasets, and preferred models and parameters; anduse extracted reasoning objects for prompt construction and model invocation635. The non- transitory computer- readable medium of claim 631, wherein the instructions further cause the computing system to:enable sharing of context files among users to enable collaborative drafting; andsupport import of context files from external conversational systems.Claim Set: Creating and Editing Agents636. A system for creating and editing agents through observation of user interactions, the system comprising: a processor; anda memory storing instructions that, when executed by the processor, cause the system to:observe user interactions during document creation and editing from multiple modules; track all operations comprising text changes, formatting changes, tool executions, and chats; track sequence, timing, and contextual parameters for user actions;compare current document content against prior versions using differential analysis; compare current document content against reference materials using differential analysis; employ machine learning to infer user intent from context by considering edited sections, neighboring text, and referenced inputs;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 categorize purpose of each change;construct persona definitions based on observed operations and inferred intents; define patterns of user behavior in persona definitions;define writing styles in persona definitions;define editing strategies in persona definitions; anddefine document section approaches in persona definitions.
637. The system of claim 636, wherein the instructions further cause the system to:provide a learner function for users to initiate agent creation; andcompile session operations into a cohesive agent definition upon user command638. The system of claim 636, wherein the instructions further cause the system to:generate agents from persona definitions that replicate user editing processes;parameterize agents to adapt to various document types and editing contexts;associate agents with specific document types; andgeneralize agents for broader applicability by abstracting operations.
639. The system of claim 636, wherein the instructions further cause the system to:store agents in an artificial intelligence repository alongside related context parameters comprising style preferences and configuration settings; andassociate each agent with metadata.
640. The system of claim 636, wherein the instructions further cause the system to:enable user-controlled agent sharing with other users through configurable access interfaces;enable user-controlled agent sharing through sharing interfaces; andsupport company distribution models, group distribution models, and marketplace distribution models641. The system of claim 636, wherein the instructions further cause the system to:enable agents to be loaded in subsequent sessions;enable agents to be used in subsequent sessions;reapply persona editing strategies to new documents; andadapt operations contextually.
642. The system of claim 636, wherein the instructions further cause the system to:support adaptation of agent operations to documents with differing structures and content by pattern matching; andadjust terminology and formatting based on document characteristics.
643. The system of claim 636, wherein the instructions further cause the system to:enable users to create personal libraries of agents for various tasks; andsuggest agents based on document type and context.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664644. The system of claim 636, wherein the instructions further cause the system to:enable cross-user agent utilization to facilitate organizational knowledge transfer; andtrack original trainers for attribution.
645. The system of claim 636, wherein the instructions further cause the system to:implement version control for agents;enable updates to agents;enable incorporation of user feedback into agents; andenable selection of agent versions based on need646. The system of claim 636, wherein the instructions further cause the system to:provide analytics to inform users about agent effectiveness comprising editing speed, guideline adherence, error rates, and satisfaction metrics.
647. The system of claim 636, wherein the instructions further cause the system to:support collaborative agent development by aggregating editing patterns from multiple users; identify common strategies; andresolve conflicts using prioritization and user input648. The system of claim 636, wherein the instructions further cause the system to:enable agents to be locked to specific users and specific documents to ensure consistent editing approaches in collaborative scenarios and negotiation scenarios.
649. The system of claim 636, wherein the instructions further cause the system to:facilitate dialog between agents representing different users and different parties;mediate interactions among agents; andlog outcomes for user review.
650. The system of claim 636, wherein the instructions further cause the system to:enable incremental agent learning during editing sessions;enable continuous agent learning during editing sessions; andweight recent actions more to adapt to evolving practices.
651. The system of claim 636, wherein the instructions further cause the system to:implement cross-document learning by identifying consistent editing patterns across documents and users; andestablish standardized practices based on cross-document learning652. The system of claim 636, wherein the instructions further cause the system to:implement group-level learning by identifying consistent editing patterns across users in a group; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 establish standardized practices for the group based on group- level learning.653 The system of claim 636, wherein the instructions further cause the system to:implement temporal learning by giving preference to recent observations; andmaintain historical versions for reversion.
654. The system of claim 636, wherein the instructions further cause the system to:provide a user interface for agent management comprising agent selection, parameter adjustment, agent sharing, and agent deletion.
655. The system of claim 636, wherein the instructions further cause the system to:provide testing environments for agents;provide sandbox environments for agents;enable users to evaluate agent behavior before production deployment; andprovide performance comparison reports.656 The system of claim 636, wherein the instructions further cause the system to:implement safeguards to prevent unintended agent actions comprising user confirmations, scope limitations, undo functionality, and anomaly detection in agent operations.
657. A method for creating and editing agents through observation of user interactions, the method comprising: observing, by a computing system, user interactions during document creation and editing from multiple modules;tracking all operations comprising text changes, formatting changes, tool executions, and chats; tracking sequence, timing, and contextual parameters for user actions;comparing current document content against prior versions using differential analysis;comparing current document content against reference materials using differential analysis; employing machine learning to infer user intent from context by considering edited sections, neighboring text, and referenced inputs;categorizing purpose of each change;constructing persona definitions based on observed operations and inferred intents;defining patterns of user behavior in persona definitions;defining writing styles in persona definitions;defining editing strategies in persona definitions; anddefining document section approaches in persona definitions.
658. The method of claim 657, further comprising:providing a learner function for users to initiate agent creation; andcompiling session operations into a cohesive agent definition upon user command.
659. The method of claim 657, further comprising:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 generating agents from persona definitions that replicate user editing processes;parameterizing agents to adapt to various document types and editing contexts;associating agents with specific document types; andgeneralizing agents for broader applicability by abstracting operations.
660. The method of claim 657, further comprising:storing agents in an artificial intelligence repository alongside related context parameters comprising style preferences and configuration settings; andassociating each agent with metadata661. The method of claim 657, further comprising:enabling user-controlled agent sharing with other users through configurable access interfaces; enabling user-controlled agent sharing through sharing interfaces; andsupporting company distribution models, group distribution models, and marketplace distribution models.
662. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:observe user interactions during document creation and editing from multiple modules;track all operations comprising text changes, formatting changes, tool executions, and chats;track sequence, timing, and contextual parameters for user actions;compare cunent document content against prior versions using differential analysis;compare current document content against reference materials using differential analysis;employ machine learning to infer user intent from context by considering edited sections, neighboring text, and referenced inputs;categorize purpose of each change;construct persona definitions based on observed operations and inferred intents;define patterns of user behavior in persona definitions;define writing styles in persona definitions;define editing strategies in persona definitions; anddefine document section approaches in persona definitions.
663. The non-transitory' computer- readable medium of claim 662, wherein the instructions further cause the computing system to:provide a learner function for users to initiate agent creation: andcompile session operations into a cohesive agent definition upon user command.
664. The non-transitory computer-readable medium of claim 662, wherein the instructions further cause the computing system to:generate agents from persona definitions that replicate user editing processes;parameterize agents to adapt to various document types and editing contexts;associate agents with specific document types; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 generalize agents for broader applicability by abstracting operations.665 The non-transitory computer- readable medium of claim 662, wherein the instructions further cause the computing system to:implement version control for agents;enable updates to agents;enable incorporation of user feedback into agents; andenable selection of agent versions based on need.Claim Set: Multi-Entry Point Workflow666. A system for supporting multi-entry point workflows in document editing, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:enable users to initiate document analysis via conversational artificial intelligence interfaces; enable users to initiate drafting via conversational artificial intelligence interfaces; transfer context from conversational artificial intelligence interfaces to an artificial intelligencecentric document editing platform;enable clients to upload a draft;enable clients to discuss revisions and preferences;export conversation to the platform for further processing;analyze conversation to identify client preferences;extract proposed language from conversation;generate agents aligned with client preferences;generate prompt sequences aligned with client preferences;support individual workflows; andsupport collaborative workflows.
667. The system of claim 666, wherein the instructions further cause the system to:enable clients and lawyers to iteratively refine documents using client-derived reasoning objects and lawver-derived reasoning objects.
668. The system of claim 666, wherein the instructions further cause the system to:maintain separate agent contexts for client objectives and legal analysis; andenable toggling between business-focused edits and risk-mitigation edits669. The system of claim 666, wherein the instructions further cause the system to:enable users to initiate editing via at least one of conversational artificial intelligence interfaces, browser interfaces, email interfaces, and management system interfaces; andconverge all access points in tire document platform.670 The system of claim 666, wherein the instructions further cause the system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 import conversation transcripts;extract structured information from conversation transcripts comprising terminology, structure, and content specifications; andgenerate tailored agents and prompt sequences based on extracted structured information.
671. The system of claim 666, wherein the instructions further cause the system to:store reasoning objects comprising drafting guidelines and workflows for reuse, modification, and sharing with collaborators672 The system of claim 666, wherein the instructions further cause the system to:enable attorneys to receive client conversation data;enable attorneys to import client conversation data;generate client-trained agents from client conversation data;generate client-trained prompt sequences from client conversation data; andensure edits match client preferences.673 The system of claim 666, wherein the instructions further cause the system to:support toggling between client-focused reasoning objects and attorney-focused reasoning objects; and support combining client-focused reasoning objects and attorney-focused reasoning objects to facilitate balanced revisions.
674. The system of claim 666, wherein the instructions further cause the system to:support iterative collaboration via tracked document edits, annotations, and continuous exchange of feedback between clients and attorneys675. The system of claim 666, wherein the instructions further cause the system to:enable single users to complete document editing independently by utilizing conversation-derived reasoning objects for document drafting and refinement.
676. The system of claim 666, wherein the instructions further cause the system to:provide a natural language interface during exploration; andprovide structured editing in the artificial intelligence-centric platform to support seamless transition between tools.
677. The system of claim 666, wherein the instructions further cause the system to:provide application programming interfaces for direct context transfer;provide browser extensions for direct context transfer;provide integrations with third-party artificial intelligence tools for direct context transfer; and support real-time collaboration.
678. The system of claim 666, wherein the instructions further cause the system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enable document entry from email interfaces;enable document editing from email interfaces;enable document entry from productivity app interfaces; andenable document editing from productivity app interfaces.
679. The system of claim 666, wherein the instructions further cause the system to:provide session continuity across devices and entry points;provide analytics regarding entry' point usage;provide customization options for entry points; andprovide security controls for entry points680. The system of claim 666, wherein the instructions further cause the system to:provide documentation for entry points; andprovide extensibility via plugins to allow users and developers to access, customize, and expand entry points based on workflow needs.681 A method for supporting multi-entry' point workflows in document editing, the method comprising:enabling, by a computing system, users to initiate document analysis via conversational artificial intelligence interfaces;enabling users to initiate drafting via conversational artificial intelligence interfaces;transferring context from conversational artificial intelligence interfaces to an artificial intelligence-centric document editing platform;enabling clients to upload a draft;enabling clients to discuss revisions and preferences;exporting conversation to the platform for further processing;analyzing conversation to identify client preferences;extracting proposed language from conversation;generating agents aligned with client preferences;generating prompt sequences aligned with client preferences;supporting individual workflows; andsupporting collaborative workflows682. The method of claim 681, further comprising:enabling clients and lawyers to iteratively refine documents using client-derived reasoning objects and lawy er-derived reasoning objects.
683. The method of claim 681, further comprising:maintaining separate agent contexts for client objectives and legal analysis; andenabling toggling between business-focused edits and risk-mitigation edits.
684. The method of claim 681, further comprising:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enabling users to initiate editing via at least one of conversational artificial intelligence interfaces, browser interfaces, email interfaces, and management system interfaces; andconverging all access points in the document platform685. The method of claim 681, further comprising:importing conversation transcripts:extracting structured information from conversation transcripts comprising terminology, structure, and content specifications; andgenerating tailored agents and prompt sequences based on extracted structured information.
686. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:enable users to initiate document analysis via conversational artificial intelligence interfaces;enable users to initiate drafting via conversational artificial intelligence interfaces;transfer context from conversational artificial intelligence interfaces to an artificial intclligcncc-ccntric document editing platform;enable clients to upload a draft;enable clients to discuss revisions and preferences;export conversation to the platform for further processing;analyze conversation to identify client preferences;extract proposed language from conversation;generate agents aligned with client preferences;generate prompt sequences aligned with client preferences;support individual workflows; andsupport collaborative workflows.
687. The non-transitory computer-readable medium of claim 686, wherein the instructions further cause the computing system to:maintain separate agent contexts for client objectives and legal analysis; andenable toggling between business-focused edits and risk-mitigation edits.
688. The non-transitory computer-readable medium of claim 686, wherein the instructions further cause the computing system to:import conversation transcripts;extract structured information from conversation transcripts comprising terminology, structure, and content specifications; andgenerate tailored agents and prompt sequences based on extracted structured information.
689. The non-transitory computer-readable medium of claim 686, wherein the instructions further cause the computing system to:enable attorneys to receive client conversation data;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 enable attorneys to import client conversation data;generate client-trained agents from client conversation data;generate client-trained prompt sequences from client conversation data; andensure edits match client preferences.
690. The non-transitory computer-readable medium of claim 686, wherein the instructions further cause the computing system to:provide session continuity' across devices and entry points;provide analytics regarding entry' point usage;provide customization options for entry' points; andprovide security controls for entry points.Claim Set: Deriving Prompt Sequences691. A system for deriving prompt sequences through reverse engineering, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide a prompt sequencer functioning as at least one of a standalone tool, a drafting module feature, and a module callable by' an agent module;enable reverse engineering of existing documents by analyzing reference documents; generate a sequence of prompts likely used to produce the reference documents; examine document structure to detect section boundaries based on structural markers, formatting, and content;assess, for each section, writing style, technical detail, and contextual dependencies; configure prompts to reproduce similar content;associate each generated prompt in the sequence with parameters comprising context usage, writing style, temperature, and drafting guidelines; andenable automatic setting of parameters and user modification of parameters692. The system of claim 691, wherein the instructions further cause the system to:store prompt sequences in a library with associated metadata comprising document type, technology area, and client matter.
693. The system of claim 691 , wherein the instructions further cause the system to :enable users to retrieve stored sequences for new documents;enable users to modify stored sequences for new documents:enable users to partially use stored sequences for new documents; andenable users to customize parameters as needed.
694. The system of claim 691 , wherein the instructions further cause the system to:integrate with agent modules to support automated reverse engineering;integrate with review modules to support automated reverse engineering;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 support parameter validation; andsupport prompt refinement based on user feedback.
695. The system of claim 691 , wherein the instructions further cause the system to:provide application programming interface support to enable third-party document reverse engineering; and provide application-specific control over granularity and prompting constraints.
696. The system of claim 691 , wherein the instructions further cause the system to:support composite prompt generation from multiple reference documents; andidentify common structures and content types across the multiple reference documents697. The system of claim 691, wherein the instructions further cause the system to:assign confidence scores to prompts reflecting certainty in parameter selection; andguide user focus for manual adjustment based on confidence scores.
698. The system of claim 691 , wherein the instructions further cause the system to:enable iterative refinement by allowing users to review prompts, test prompts, and provide feedback to improve sequence fidelity .
699. The system of claim 691, wherein the instructions further cause the system to:build composite prompting models for specific document types; andbuild sequence libraries for organizational standards.700 The system of claim 691 , wherein the instructions further cause the system to:provide gap-based suggestion capabilities to generate prompts to fill identified content gaps; and provide next-stage suggestion capabilities to suggest logical next steps during drafting.
701. The system of claim 691 , wherein the instructions further cause the system to:employ machine learning to improve accuracy of prompt sequence generation; andgenerate sequences based on learned document-prompt relationships.
702. The system of claim 691 , wherein the instructions further cause the system to:capture metadata for each sequence comprising provenance, analysis parameters, and limitations; support version control for sequences; andsupport user annotation of sequences.
703. The system of claim 691 , wherein the instructions further cause the system to :provide sharing mechanisms to distribute sequences across users, groups, and organizations; and implement access controls for shared sequences.
704. The system of claim 691 , wherein the instructions further cause the system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 support analysis of full documents, partial sections, and multiple documents simultaneously.705 The system of claim 691 , wherein the instructions further cause the system to:support use cases comprising knowledge transfer, onboarding, training, migration from other tools, and educational insight into document construction.
706. The system of claim 691 , wherein the instructions further cause the system to:provide quality assessment by comparing documents generated from prompt sequences to reference originals; andtrack usage, effectiveness, and version evolution through analytics707. The system of claim 691, wherein the instructions further cause the system to:tie prompt sequences to document types, sections, aspects, styles, models, datasets, and context parameters; andembody prompt sequences as prompt containers and injectable islands.708 A method for deriving prompt sequences through reverse engineering, the method comprising:providing, by a computing system, a prompt sequencer functioning as at least one of a standalone tool, a drafting module feature, and a module callable by an agent module;enabling reverse engineering of existing documents by analyzing reference documents;generating a sequence of prompts likely used to produce the reference documents;examining document structure to detect section boundaries based on structural markers, formatting, and content;assessing, for each section, writing style, technical detail, and contextual dependencies;configuring prompts to reproduce similar content;associating each generated prompt in the sequence with parameters comprising context usage, writing style, temperature, and drafting guidelines; andenabling automatic setting of parameters and user modification of parameters.
709. The method of claim 708, further comprising:storing prompt sequences in a library with associated metadata comprising document type, technology area, and client matter.
710. The method of claim 708, further comprising:enabling users to retrieve stored sequences for new documents;enabling users to modify stored sequences for new documents;enabling users to partially use stored sequences for new documents; andenabling users to customize parameters as needed711. The method of claim 708, further comprising:integrating with agent modules to support automated reverse engineering;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 integrating with review modules to support automated reverse engineering;supporting parameter validation; andsupporting prompt refinement based on user feedback712. The method of claim 708, further comprising:supporting composite prompt generation from multiple reference documents; andidentifying common structures and content types across the multiple reference documents.
713. The method of claim 708, further comprising:assigning confidence scores to prompts reflecting certainty in parameter selection; andguiding user focus for manual adjustment based on confidence scores.
714. The method of claim 708, further comprising:enabling iterative refinement by allowing users to review prompts, test prompts, and provide feedback to improve sequence fidelity'.715 The method of claim 708, further comprising:providing gap-based suggestion capabilities to generate prompts to fill identified content gaps; and providing next-stage suggestion capabilities to suggest logical next steps during drafting.
716. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide a prompt sequencer functioning as at least one of a standalone tool, a drafting module feature, and a module callable by an agent module;enable reverse engineering of existing documents by analyzing reference documents;generate a sequence of prompts likely used to produce the reference documents;examine document structure to detect section boundaries based on structural markers, formatting, and content;assess, for each section, writing style, technical detail, and contextual dependencies;configure prompts to reproduce similar content;associate each generated prompt in the sequence with parameters comprising context usage, writing style, temperature, and drafting guidelines; andenable automatic setting of parameters and user modification of parameters.
717. The non-transitory computer- readable medium of claim 716, wherein the instructions further cause the computing system to:store prompt sequences in a library with associated metadata comprising document type, technology area, and client matter718. The non-transitory computer- readable medium of claim 716, wherein the instructions further cause the computing system to:PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 support composite prompt generation from multiple reference documents; andidentify common structures and content types across the multiple reference documents.
719. The non-transitory computer-readable medium of claim 716, wherein the instructions further cause the computing system to:assign confidence scores to prompts reflecting certainty in parameter selection; andguide user focus for manual adjustment based on confidence scores.
720. The non-transitory computer-readable medium of claim 716, wherein the instructions further cause the computing system to:employ machine learning to improve accuracy of prompt sequence generation; andgenerate sequences based on learned document-prompt relationships.Claim Set: Review and Revision Module721. A system for constructing and executing review prompt sequences, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide functionality' for constructing review prompt sequences executable on demand and periodically;enable users to define sequences of prompts for analyzing specific aspects of a document; associate each prompt with review criteria comprising consistency checking, enablement analysis, and terminology validation;store review prompt sequences in a prompt library;retrieve review prompt sequences during editing;support automatic execution of prompt sequences at uscr-spccificd time intervals; support automatic execution of prompt sequences in response to document events; generate output from execution of review sequences to facilitate user review and correction of issues; andprovide ability to construct review agents through persona definition by describing characteristics, expertise, and review focus.
722. The system of claim 721, wherein the instructions further cause the system to:enable agents to possess user-specified domain knowledge, review methodology, and communication style.
723. The system of claim 721 , wherein the instructions further cause the system to :designate agents as review agents for on-demand execution; anddesignate agents as monitoring agents for continuous execution and periodic execution.
724. The system of claim 721, wherein the instructions further cause the system to:provide a document editing interface comprising a sequence of visually distinct islands corresponding to document sections; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 provide a sequence of visually distinct prompt containers corresponding to document sections.725 The system of claim 721 , wherein the instructions further cause the system to:enable agents stored in a prompt library to be set as active monitoring agents;enable selection of monitoring agents from a review tab; anddisplay, in the review tab, a summary of available monitoring agents.
726. The system of claim 721, wherein the instructions further cause the system to:restrict designation of monitoring agents to users with administrative privileges.
727. The system of claim 721 , wherein the instructions further cause the system to:enable selection and activation of designated monitoring agents through a review tab;display review focus of monitoring agents; anddisplay methodology of monitoring agents.
728. The system of claim 721, wherein the instructions further cause the system to:analyze a document upon activation of monitoring agents; andannotate islands in an interface to indicate sections requiring attention.
729. The system of claim 721, wherein the instructions further cause the system to:enable navigation of islands for review with focus on sections needing modification; andreduce conversational output and visual clutter.730 The system of claim 721 , wherein the instructions further cause the system to:track execution of review agents;maintain records of agent actions, timing, and findings for audit and compliance; andadapt review agent scrutiny levels based on document development stage and metadata.
731. The system of claim 721, wherein the instructions further cause the system to:enable direct editing through interactive islands;enable acceptance of agent suggestions through interactive islands;enable rejection of agent suggestions through interactive islands; andautomatically propagate edits to a document.
732. The system of claim 721 , wherein the instructions further cause the system to:support review prompt sequences incorporating multiple agents in specified order; anduse output of one agent as input for subsequent agents.
733. The system of claim 721 , wherein the instructions further cause the system to :enable monitoring agents to analyze document changes in background mode; andprovide non-intrusive alerts to users.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664734. The system of claim 721, wherein the instructions further cause the system to:enable comparison of review results from different agents;provide side-by-side presentation of review results; andhighlight agreement and disagreement among agents.
735. The system of claim 721 , wherein the instructions further cause the system to:enable tailoring of review agents to specific document types through persona definition; andenable tailoring of review agents to specific domains through persona definition.
736. The system of claim 721 , wherein the instructions further cause the system to:enable sharing of review agents within an organization; andadd shared review agents to a shared library for consistent cross-user application.
737. The system of claim 721 , wherein the instructions further cause the system to:order islands based on issue severity and priority to highlight significant problems first.
738. The system of claim 721 , wherein the instructions further cause the system to:enable customization of appearance of islands comprising visual properties and expansion behavior.
739. The system of claim 721 , wherein the instructions further cause the system to:generate detailed reports from execution of review sequences, wherein the reports summarize findings and categorizations; andprovide export options for reports740. The system of claim 721 , wherein the instructions further cause the system to:integrate with a prompt sequencer module to enable automated generation of review prompt sequences based on document characteristics.
741. A method for constructing and executing review prompt sequences, the method comprising:providing, by a computing system, functionality for constructing review prompt sequences executable on demand and periodically;enabling users to define sequences of prompts for analyzing specific aspects of a document; associating each prompt with review criteria comprising consistency checking, enablement analysis, and terminology validation;storing review prompt sequences in a prompt library’;retrieving review prompt sequences during editing;supporting automatic execution of prompt sequences at user-specified time intervals:supporting automatic execution of prompt sequences in response to document events;generating output from execution of review sequences to facilitate user review and correction of issues; and providing ability to construct review agents through persona definition by describing characteristics,PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 expertise, and review focus742 The method of claim 741, further comprising:enabling agents to possess user-specified domain knowledge, review methodology, and communication style.
743. The method of claim 741, further comprising:designating agents as review agents for on-demand execution; anddesignating agents as monitoring agents for continuous execution and periodic execution.744 The method of claim 741, further comprising:providing a document editing interface comprising a sequence of visually distinct islands corresponding to document sections; andproviding a sequence of visually distinct prompt containers corresponding to document sections.
745. The method of claim 741, further comprising:analyzing a document upon activation of monitoring agents; andannotating islands in an interface to indicate sections requiring attention746. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:provide functionality for constructing review prompt sequences executable on demand and periodically; enable users to define sequences of prompts for analyzing specific aspects of a document;associate each prompt with review criteria comprising consistency checking, enablement analysis, and terminology validation;store review prompt sequences in a prompt library;retrieve review prompt sequences during editing:support automatic execution of prompt sequences at user-specified time intervals;support automatic execution of prompt sequences in response to document events;generate output from execution of review sequences to facilitate user review and correction of issues; and provide ability' to construct review agents through persona definition by describing characteristics, expertise, and review focus747. The non-transitory computer-readable medium of claim 746, wherein the instructions further cause the computing system to:designate agents as review agents for on-demand execution; anddesignate agents as monitoring agents for continuous execution and periodic execution.748 The non-transitory computer-readable medium of claim 746, wherein the instructions further cause the computing system to:analyze a document upon activation of monitoring agents: andannotate islands in an interface to indicate sections requiring attention.PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664749. The non-transitory computer-readable medium of claim 746, wherein the instructions further cause the computing system to:support review prompt sequences incorporating multiple agents in specified order; anduse output of one agent as input for subsequent agents.
750. The non-transitory computer-readable medium of claim 746, wherein the instructions further cause the computing system to:generate detailed reports from execution of review sequences, wherein the reports summarize findings and categorizations; andprovide export options for reports.Claim Set: Document Editing Ecosystem751. A system for operating an artificial intelligence-centric document editing platform as an ecosystem, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:operate the artificial intelligence-centric document editing platform as an ecosystem comprising modular reasoning objects tailored for specific document types, sections, and aspects;guide the platform using document type parameters, section parameters, and aspect parameters to generate domain-specific outputs;overcome generic limitations of standard language models through domain-specific configurations; require unique configurations for each document type comprising patents, contracts, and technical specifications;require unique reasoning object datasets for each document type to address domain-relevant requirements;apply section-specific reasoning objects within a same document to meet differing needs; and reason about aspects within each section separately752. The system of claim 751, wherein the instructions further cause the system to:enable users to generate documents in a style of a particular professional by reverse engineering stylistic patterns from sample documents; andencode stylistic patterns as reasoning objects.
753. The system of claim 751, wherein the instructions further cause the system to:guide document generation using style-oriented reasoning objects to ensure professional consistency; and enable iterative improvement based on user feedback.
754. The system of claim 751, wherein the instructions further cause the system to:enable organizations to maintain shared substantive reasoning objects and individual style reasoning objects to support knowledge transfer and onboardingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664755. The system of claim 751, wherein the instructions further cause the system to:distribute reasoning objects from specialized providers through marketplaces; andenable users to license reasoning objects and subscribe to best practices libraries.
756. The system of claim 751 , wherein the instructions further cause the system to:implement compatibility standards to allow reasoning objects to function across different models and platform versions.757 The system of claim 751 , wherein the instructions further cause the system to:compose complex reasoning objects from multiple simple reusable components; andmanage reasoning objects via versioning and inheritance hierarchies.
758. The system of claim 751, wherein the instructions further cause the system to:track dependencies among reasoning objects; andtest reasoning objects via validation frameworks to support quality assurance and analytics on usage and performance759. The system of claim 751, wherein the instructions further cause the system to:provide marketplaces with rating features, review features, subscription features, bundling features, and compatibility-checking features; andprovide developer analytics and promotional tools.760 The system of claim 751 , wherein the instructions further cause the system to:integrate agent functionality into the ecosystem;support a variety of agent types comprising drafting agents, conversational agents, and quality assurance agents; andprovide associated marketplace models for agents.
761. The system of claim 751, wherein the instructions further cause the system to:drive document editing by proposed prompts, style matching, user history, and customized training datasets comprising user datasets, document-type datasets, organizational datasets, and third-party datasets.
762. The system of claim 751, wherein the instructions further cause the system to:enable subscription management for users to apply multiple writing styles and datasets;enable subscription management for users to monitor multiple writing styles and datasets; and enable users to provide feedback and analytics to resource providers.
763. A method for operating an artificial intelligence- centric document editing platform as an ecosystem, the method comprising:operating, by a computing system, the artificial intelligence-centric document editing platform as anPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJ0Customer No. 118664 ecosystem comprising modular reasoning objects tailored for specific document types, sections, and aspects;guiding the platform using document type parameters, section parameters, and aspect parameters to generate domain- specific outputs;overcoming generic limitations of standard language models through domain-specific configurations; requiring unique configurations for each document type comprising patents, contracts, and technical specifications;requiring unique reasoning object datasets for each document type to address domain-relevant requirements; applying section- specific reasoning objects within a same document to meet differing needs; and reasoning about aspects within each section separately.
764. The method of claim 763, further comprising:enabling users to generate documents in a style of a particular professional by reverse engineering stylistic patterns from sample documents; andencoding stylistic patterns as reasoning objects.
765. The method of claim 763, further comprising:guiding document generation using style-oriented reasoning objects to ensure professional consistency; and enabling iterative improvement based on user feedback.
766. The method of claim 763, further comprising:enabling organizations to maintain shared substantive reasoning objects and individual style reasoning objects to support knowledge transfer and onboarding.767 The method of claim 763, further comprising:distributing reasoning objects from specialized providers through marketplaces; andenabling users to license reasoning objects and subscribe to best practices libraries.
768. A non-transitory computer-readable medium storing instructions that, when executed by a processor, cause a computing system to:operate an artificial intelligence-centric document editing platform as an ecosystem comprising modular reasoning objects tailored for specific document types, sections, and aspects;guide the platform using document type parameters, section parameters, and aspect parameters to generate domain- specific outputs;overcome generic limitations of standard language models through domain-specific configurations; require unique configurations for each document type comprising patents, contracts, and technical specifications;require unique reasoning object datasets for each document type to address domain-relevant requirements; apply section-specific reasoning objects within a same document to meet differing needs; and reason about aspects within each section separately.
769. The non-transitory computer-readable medium of claim 768, wherein the instructions further cause the computingPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 system to:enable users to generate documents in a style of a particular professional by reverse engineering stylistic patterns from sample documents; andencode stylistic patterns as reasoning objects.
770. The non-transitory computer-readable medium of claim 768, wherein the instructions further cause the computing system to:compose complex reasoning objects from multiple simple reusable components; andmanage reasoning objects via versioning and inheritance hierarchies.System Claim Set771. A system for artificial intelligence-centric document editing, the system comprising:a processor; anda memory storing instructions that, when executed by the processor, cause the system to:provide an inference orchestration engine;provide a document interface module;provide an agent module;provide a drafting module;provide a review and revision module;provide a library' module;provide an inputs module;provide an art module;provide a drafting guidelines module;provide a project management module; andprovide a privacy and security module.772 The system of claim 771 , wherein the instructions further cause the system to:provide a third-party integration framework;provide a subscriptions framework;provide a repository sharing framework;provide a knowledge management framework; andprovide an audit and tracking framework.773 The system of claim 771 , wherein the inference orchestration engine is configured to:receive inference requests;resolve applicable reasoning objects;assemble context from documents, files, conversations, and datasets;compress context;construct prompts using writing style definitions;invoke external models and tools;validate model output;PATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 apply guidelines and rules; andrecord provenance and audit data.
774. The system of claim 771 , wherein the document interface module is configured to:maintain document identifiers and section caches;compute paragraph identifiers;maintain paragraph identifiers;resolve paragraph identifiers referred to by islands and prompt containers;execute edits comprising inserting, replacing, deleting, and moving content;apply tracked changes;preserve numbering and styles; andhandle stale paragraph identifiers.
775. The system of claim 771, wherein the agent module is configured to:maintain per-agent context files;track user messages and agent responses;execute persona tool calls;route requests through configured persona definitions;call internal tools comprising document search, inputs module, and drafting module;call external agents via a third-party integration framework;provide native agents, custom agents, and locked agents; andenable cross-document learning.776 The system of claim 771 , wherein the drafting module is configured to:provide a user interface for prompt containers;accept user instructions and parameter settings;auto-select writing styles based on cursor location and document section;allow manual style, model, and context override;manage prompt sequences;load prompting models;execute sequences step- wise;generate suggested prompts; andmanage cached prompts.
777. The system of claim 771 , wherein the review and revision module is configured to:provide continuous monitoring and on-demand monitoring;listen to document changes and events;detect issues comprising enablement gaps, missing support, unclaimed subject matter, profanity, and inconsistent terms;generate remediation comprising review-specific prompt stacks and injectable islands;provide navigation to issue locations; andPATENT APPLICATION Attorney Docket No. 05508.023-PA-WOY-DJO Customer No. 118664 track resolution of issues.778 The system of claim 771 , wherein the library module is configured to:manage repositories of reasoning objects comprising prompt libraries, agents, writing sty les, guidelines, and datasets;implement versioning;assign version identifiers;maintain change history';propagate updates to subscribers; andenforce access tiers and meter usage779. The system of claim 771, wherein the inputs module is configured to:accept file uploads;classify files by file type;apply type- specific preprocessing;generate training master files and sub-files;analyze large datasets;extract relevant excerpts, figures, and language patterns;encrypt stored datasets: andenforce access permissions.
780. The system of claim 771, wherein the privacy and security module is configured to:implement encryption for documents, context files, and reasoning objects;manage cryptographic keys;enforce access controls based on user roles, organizational hierarchy, and matter assignments; maintain audit trails; andensure compliance with confidentiality requirements.