Patent ID: 11972500
Assignee: VERTICAL DISCOVERY HOLDINGS, LLC
Field: IT methods for management (Electrical engineering)
Classification: CPC G | IPC G

Claim 0:
1. An eDiscovery system comprising:
an enterprise system, comprising a first processor and first memory device, having a plurality of data sources storing data subject to eDiscovery requests and implementing Electronic Discovery Reference Model (EDRM) standards of eDiscovery and including:
a data collection module, comprising the first processor and the first memory device, wherein the first processor is configured to perform automated data collection by setting a scope of data to be collected and use a plurality of APIs to interface with the plurality of data sources;
legal hold and preservation module, comprising the first processor and the first memory device, wherein the first processor is configured to:
generate a query;
receive a response to the query;
in response to receiving the query, generate hold and preservation rules;
provide in-place locks in real time for data in the plurality of data sources pursuant to a legal hold request and based in least in part on the hold and preservation rules; and
confirm successful preservation of the data with real time data integrity checks;

matter management module, comprising the first processor and the first memory device, wherein the first processor is configured to automatically identify data custodians and relevant data sources based on case information provided to the matter management module and define the scope of data collected by the data collection module;
enterprise legal hold module comprising the legal hold and preservation module and the data collection module, and enterprise legal management module comprising the matter management module and an enterprise dashboard;

a discovery system comprising a second processor, a second memory device and:
an automated discovery workflow module, comprising the second processor and the second memory device, wherein the second processor is configured to provide API integration with a plurality of eDiscovery applications;
legal template module, comprising the second processor and the second memory device, wherein the second processor is configured to automatically include all eDiscovery steps into a single template;
an automated workflow module, comprising the second processor and the second memory device, wherein the second processor is configured to provide automation when running a batch of evidence; and
analyze eDiscovery requests and automatically determining an optimized process from a plurality of processes for collecting data responsive to eDiscovery requests, wherein determining the optimized process is based on historical data of similar cases; and

a bridge, comprising a third processor and a third memory device, wherein the third processor is configured to provide discovery as a service (DaaS) functionality and communicate with the enterprise system.