Conducting cross-checks on legal matters across an enterprise system
First Claim
1. A method for conducting a cross-check on legal matters in an enterprise system, comprising:
- executing instructions stored in memory by a processor to track relationships between a plurality of legal matters and custodians;
executing instructions stored in memory by the processor to receive search parameters from a user to search for one or more custodians across the plurality of legal matters;
executing instructions stored in memory by the processor to access legal matter information and tracked relationships between the plurality of legal matters and custodians;
executing instructions stored in memory by the processor to determine results based on the search parameters, tracked relationships, and the legal matter information; and
executing instructions stored in memory by the processor to provide the results of the determination to the user, the results further comprising an identification of the one or more searched custodians and the legal matters associated with the searched one or more custodians; and
executing instructions stored in memory by the processor to generate a workflow based on the results, the workflow comprising a notification to the custodian regarding a release from a hold or a continuous hold for a legal matter, the notification regarding a continued hold being embedded in another workflow or notification to the custodian.
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Accused Products
Abstract
Exemplary systems and methods for conducting cross-checks on legal matters across an enterprise system are provided. In exemplary embodiments, search parameters are received from a user to search for custodians across the plurality of legal matters that are affected. A cross-check module then accesses legal matter information. An analysis of whether a custodian is common to more than one legal matter based on the search parameters, tracked relationships, and the legal matter information is performed. Results are then provided to the user. In further embodiments, the cross-check module may also provide a listing of collected data based on the cross-check analysis.
139 Citations
17 Claims
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1. A method for conducting a cross-check on legal matters in an enterprise system, comprising:
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executing instructions stored in memory by a processor to track relationships between a plurality of legal matters and custodians; executing instructions stored in memory by the processor to receive search parameters from a user to search for one or more custodians across the plurality of legal matters; executing instructions stored in memory by the processor to access legal matter information and tracked relationships between the plurality of legal matters and custodians; executing instructions stored in memory by the processor to determine results based on the search parameters, tracked relationships, and the legal matter information; and executing instructions stored in memory by the processor to provide the results of the determination to the user, the results further comprising an identification of the one or more searched custodians and the legal matters associated with the searched one or more custodians; and executing instructions stored in memory by the processor to generate a workflow based on the results, the workflow comprising a notification to the custodian regarding a release from a hold or a continuous hold for a legal matter, the notification regarding a continued hold being embedded in another workflow or notification to the custodian. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16)
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17. A non-transitory computer readable storage medium having a program embodied thereon, the program providing instructions for a method for conducting a cross-check on legal matters in an enterprise system, comprising:
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tracking relationships between a plurality of legal matters and custodians; receiving search parameters from a user to search for one or more custodians across the plurality of legal matters; accessing legal matter information and tracked relationships; determining results based on the search parameters, tracked relationships, and the legal matter information; providing results of the determination to the user, the results further comprising an identification of the one or more searched custodians and the legal matters associated with the searched one or more custodians; and generating a workflow based on the results, the workflow comprising a notification to the custodian regarding a release from a hold or a continuous hold for a legal matter, the notification regarding a continued hold being embedded in another workflow or notification to the custodian.
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Specification