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

Claim 6:
7. An eDiscovery method comprising:
storing, via an enterprise system comprising a first processor and a first memory device, data subject to eDiscovery requests on a plurality of data sources, wherein the enterprise system implements Electronic Discovery Reference Model (EDRM) standards of eDiscovery;
performing, via the first processor, 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, wherein a data collection module comprises the first processor and the first memory device;
using, via the first processor and the first memory device, a plurality of APIs to interface with the plurality of data sources;
generating, via the first processor, a query, wherein a legal hold and preservation module comprises the first processor and the first memory device;
receiving, via the first processor, a response to the query;
in response to receiving the query, generating, via the first processor, hold and preservation rules;
providing, via the first processor, 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;
confirming, via the first processor, successful preservation of the data with real time data integrity checks;
automatically identifying, via the first processor, data custodians and relevant data sources based on case information provided to a matter management module and define the scope of data collected by the data collection module, wherein the matter management module comprises the first processor and the first memory device, an enterprise legal hold module comprises the legal hold and preservation module and the data collection module, and enterprise legal management module comprises the matter management module and an enterprise dashboard;
providing, via a second processor and a second memory device, API integration with a plurality of eDiscovery applications, wherein an automated discovery workflow module comprises the second processor and the second memory device;
automatically including, via the second processor, all eDiscovery steps into a single template, wherein a legal template module comprises the second processor and the second memory device
providing, via the second processor, automation when running a batch of evidence, wherein an automated workflow module comprises the second processor and the second memory device;
analyzing, via the second processor, 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
providing, via a third processor and a third memory device, discovery as a service (DaaS) functionality and communicate with the enterprise system, wherein a bridge comprises the third processor and the third memory device.