System and method to manage electronic data related to a legal matter
First Claim
1. A method, comprising:
- receiving, at an online electronic data discovery system, a request to preserve data related to a legal matter and an identification of a custodian associated with the data, wherein the request is received from a source device via a private network, wherein the custodian is identified by a job function of the custodian, wherein the request is received with a first input that includes a release criterion for discarding the data related to the legal matter, wherein the release criterion includes a statute of limitations date and an event for triggering a release of the data related to the legal matter, wherein the first input further includes a preservation criterion that includes a document subject type that identifies the data related to the legal matter that is to be preserved;
automatically accessing a directory via the private network in response to receiving the request;
receiving information from the directory indicating whether the identified custodian is accessible via the private network;
sending a preservation notice to the identified custodian when the information received from the directory indicates that the custodian is accessible via the private network, wherein the preservation notice indicates that the data related to the legal matter is not to be discarded; and
sending the preservation notice to a custodian other than the identified custodian when the information received from the directory indicates that the identified custodian is not accessible, wherein the identified custodian is not accessible when the job function of the custodian is determined to have changed.
1 Assignment
0 Petitions
Accused Products
Abstract
A method includes receiving input at an online electronic data discovery system from a source device via a private network. The input indicates that data related to a legal matter is to be preserved, and identifies a custodian associated with the data. The method includes automatically accessing a directory via the private network and receiving information from the directory indicating a location of the identified custodian. The method includes sending a preservation notice to the identified custodian when the information received from the directory indicates that the custodian is accessible via the private network. The preservation notice indicates that data related to the legal matter is not to be discarded. The method includes sending the preservation notice to another custodian when the information received from the directory indicates that the identified custodian is not accessible.
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Citations
20 Claims
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1. A method, comprising:
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receiving, at an online electronic data discovery system, a request to preserve data related to a legal matter and an identification of a custodian associated with the data, wherein the request is received from a source device via a private network, wherein the custodian is identified by a job function of the custodian, wherein the request is received with a first input that includes a release criterion for discarding the data related to the legal matter, wherein the release criterion includes a statute of limitations date and an event for triggering a release of the data related to the legal matter, wherein the first input further includes a preservation criterion that includes a document subject type that identifies the data related to the legal matter that is to be preserved; automatically accessing a directory via the private network in response to receiving the request; receiving information from the directory indicating whether the identified custodian is accessible via the private network; sending a preservation notice to the identified custodian when the information received from the directory indicates that the custodian is accessible via the private network, wherein the preservation notice indicates that the data related to the legal matter is not to be discarded; and sending the preservation notice to a custodian other than the identified custodian when the information received from the directory indicates that the identified custodian is not accessible, wherein the identified custodian is not accessible when the job function of the custodian is determined to have changed. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13)
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14. A system, comprising:
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a memory that stores instructions; a processor that executes the instructions to perform operations, the operations comprising; receiving at an online electronic data discovery system a request to preserve data related to a legal matter, wherein the request is received from a source device via a private network, wherein the request is received with input that includes a release criterion for discarding the data related to the legal matter, wherein the release criterion includes a statute of limitations date and an event for triggering a release of the data related to the legal matter, wherein the input further includes a preservation criterion that includes a document subject type that identifies the data related to the legal matter that is to be preserved; automatically identifying, based on the input associated with the request, a portion of the data and a custodian associated with the portion of the data, wherein the custodian is identified by a job function of the custodian; automatically accessing a directory associated with a phone system via the private network in response to receiving the request and receiving information from the directory indicating whether the identified custodian is accessible via the private network; sending a preservation notice to the identified custodian when the information received from the directory indicates that the custodian is accessible via the private network, wherein the preservation notice indicates that the data related to the legal matter is not to be discarded; and sending the preservation notice to a custodian other than the identified custodian when the information received from the directory indicates that the identified custodian is not accessible, wherein the identified custodian is not accessible when the job function of the custodian is determined to have changed. - View Dependent Claims (15, 16, 17)
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18. A non-transitory computer-readable medium including processor-readable instructions that are executable by a processor to perform a method, the method comprising:
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receiving, at an online electronic data discovery system, a request to preserve data related to a legal matter and an identification of a custodian associated with the data, wherein the request is received from a user at a source device via private network, wherein the custodian is identified by a job function of the custodian, wherein the request is received with an input that includes a release criterion for discarding the data related to the legal matter, wherein the release criterion includes a statute of limitations date and an event for triggering a release of the data related to the legal matter, wherein the input further includes a preservation criterion that includes a document subject type that identifies the data related to the legal matter that is to be preserved; automatically accessing a directory via the private network and receiving information from the directory indicating that the identified custodian is not accessible via the private network, wherein the identified custodian is not accessible when the job function of the custodian is determined to have changed; automatically selecting a custodian other than the identified custodian to receive a notice to preserve the data in response to the information from the directory; and sending a request for confirmation of the selection of the custodian other than the identified custodian to the user at the source device. - View Dependent Claims (19, 20)
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Specification