Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-azd-2_09-cv-00282/USCOURTS-azd-2_09-cv-00282-1/pdf.json

Nature of Suit Code: 840
Nature of Suit: Trademark
Cause of Action: 28:2201 Declaratory Judgment

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WO

IN THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF ARIZONA

Attorney Yellow Pages.Com, L.L.C., an

Arizona limited liability company and

James E. Novak, an individual, 

Plaintiffs, 

vs.

Advice Company, a California

corporation, 

Defendant. 

Advice Company, a California

Corporation,

Counterclaimant,

vs.

Attorney Yellow Pages.Com, L.L.C., an

Arizona limited liability company,

Counterdefendant.

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No. CV-09-0282-PHX-LOA

ORDER

This case arises upon the filing of the parties’ proposed Stipulated Protective

Order, docket # 42-2, seeking court approval.

Subject to the Ninth Circuit’s limitations for sealing documents attached to

dispositive motions and introduced in evidence at trial absent compelling reasons with

articulated findings, Pintos v. Pacific Creditors Ass’n, F.3d , 2009 WL 1151800, * 5-6 (9th

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Cir. 2009), Kamakana v. City & County of Honolulu, 447 F.3d 1172, 1178-79 (9th Cir. 2006), and

Foltz v. State Farm Mut. Auto. Ins. Co., 331 F.3d 1122, 1135 (9th Cir. 2003), the Court finds good

cause exists, pursuant to Rule 26(c), to protect the parties’ “customer lists, proprietary business

methods and certain confidential financial information” during the course of this litigation. (docket

# 42 at 2) 

IT IS ORDERED that the parties’ Stipulated Protective Order is hereby

APPROVED. 

IT IS FURTHER ORDERED as follows:

This order is issued to facilitate discovery in this matter. Unless otherwise ordered

by the Court, this Order shall remain in effect so long as any party, or any attorney for any of the

parties, retains possession, custody or control of designated material consistent with paragraph 4

below.

1. PURPOSES AND LIMITATIONS

Disclosure and discovery activity in this action are likely to involve production of

confidential, proprietary, or private information for which special protection from public disclosure

and from use for any purpose other than prosecuting or defending this litigation would be warranted.

The parties acknowledge that this Order does not confer blanket protections on all disclosures or

responses to discovery and that the protection it affords extends only to the limited information or

items that are entitled under the applicable legal principles to treatment as confidential. The parties

further acknowledge, as set forth in Section 10, below, that this Stipulated Protective Order creates

no entitlement to file confidential information under seal; Local Rules Civil (L.R.Civ.) 5.6 sets forth

the procedures that must be followed and reflects the standards that will be applied when a party

seeks permission from the court to file material under seal.

2. DEFINITIONS

2.1. Party: any party to this action, including all of its officers, directors, employees, consultants,

retained experts, and outside counsel (and their support staff).

2.2. Disclosure or Discovery Material: all items or information, regardless of the medium or manner

generated, stored, or maintained (including, among other things, testimony, transcripts, or tangible

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things) that are produced or generated in disclosures or responses to discovery in this matter.

2.3. "Confidential" Information or Items: information (regardless of how generated, stored or

maintained) or tangible things that qualify for protection under standards developed under

F.R.Civ.P. 26(c).

2.4. "Highly Confidential – Attorneys' Eyes Only" Information or Items: extremely sensitive

"Confidential Information or Items" whose disclosure to another Party or non- party would create

a substantial risk of serious injury that could not be avoided by less restrictive means.

2.5. Receiving Party: a Party that receives Disclosure or Discovery Material from a Producing

Party.

2.6. Producing Party: a Party or non-party that produces Disclosure or Discovery Material in this

action.

2.7. Designating Party: a Party or non-party that designates information or items that it produces

in disclosures or in responses to discovery as "Confidential" or "Highly Confidential — Attorneys'

Eyes Only."

2.8. Protected Material: any Disclosure or Discovery Material that is designated as "Confidential"

or as "Highly Confidential – Attorneys' Eyes Only."

2.9. Outside Counsel: attorneys who are not employees of a Party but who are retained to represent

or advise a Party in this action.

2.10. House Counsel: attorneys who are employees of a Party.

2.11. Counsel (without qualifier): Outside Counsel and House Counsel (as well as their support

staffs).

2.12. Expert: a person with specialized knowledge or experience in a matter pertinent to the

litigation who has been retained by a Party or its counsel to serve as an expert witness or as a

consultant in this action and who is not a past or a current employee of a Party or of a competitor

of a Party's and who, at the time of retention, is not anticipated to become an employee of a Party

or a competitor of a Party's. This definition includes a professional jury or trial consultant retained

in connection with this litigation.

2.13. Professional Vendors: persons or entities that provide litigation support services (e.g.,

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photocopying; videotaping; translating; preparing exhibits or demonstrations; organizing, storing,

retrieving data in any form or medium; etc.) and their employees and subcontractors.

3. SCOPE

The protections conferred by this Stipulation and Order cover not only Protected

Material (as defined above), but also any information copied or extracted therefrom, as well as all

copies, excerpts, summaries, or compilations thereof, plus testimony, conversations, or presentations

by parties or counsel to or in court or in other settings that might reveal Protected Material.

4. DURATION

Even after the termination of this litigation, the confidentiality obligations imposed

by this Order shall remain in effect until a Designating Party agrees otherwise in writing or a court

order otherwise directs.

5. DESIGNATING PROTECTED MATERIAL

5.1. Exercise of Restraint and Care in Designating Material for Protection. Each Party or non-party

that designates information or items for protection under this Order must take care to limit any such

designation to specific material that qualifies under the appropriate standards. A Designating Party

must take care to designate for protection only those parts of material, documents, items, or oral or

written communications that qualify - so that other portions of the material, documents, items, or

communications for which protection is not warranted are not swept unjustifiably within the ambit

of this Order. Mass, indiscriminate, or routinized designations are prohibited. Designations that are

shown to be clearly unjustified, or that have been made for an improper purpose (e.g., to

unnecessarily encumber or retard the case development process, or to impose unnecessary expenses

and burdens on other parties), expose the Designating Party to sanctions. If it comes to a Party's or

a non-party's attention that information or items that it designated for protection do not qualify for

protection at all, or do not qualify for the level of protection initially asserted, that Party or non-party

must promptly notify all other parties that it is withdrawing the mistaken designation.

5.2. Manner and Timing of Designations. Except as otherwise provided in this Order (see, e.g.,

second paragraph of section 5.2(a), below), or as otherwise stipulated or ordered, material that

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qualifies for protection under this Order must be clearly designated before the material is disclosed

or produced.

Designation in conformity with this Order requires:

(a) for information in documentary form (apart from transcripts of depositions or

other pretrial or trial proceedings), that the Producing Party affix the legend "CONFIDENTIAL" or

"HIGHLY CONFIDENTIAL – ATTORNEYS' EYES ONLY" conspicuously on each page that

contains protected material. If only a portion or portions of the material on a page qualifies for

protection, the Producing Party also must clearly identify the protected portion(s) (e.g., by making

appropriate markings in the margins) and must specify, for each portion, the level of protection

being asserted (either "CONFIDENTIAL" or "HIGHLY CONFIDENTIAL – ATTORNEYS' EYES

ONLY").

A Party or non-party that makes original documents or materials available for

inspection need not designate them for protection until after the inspecting Party has indicated which

material it would like copied and produced. During the inspection and before the designation, all of

the material made available for inspection shall be deemed "HIGHLY CONFIDENTIAL

–ATTORNEYS' EYES ONLY." After the inspecting Party has identified the documents it wants

copied and produced, the Producing Party must determine which documents, or portions thereof,

qualify for protection under this Order; then, before producing the specified documents, the

Producing Party must affix the appropriate legend ("CONFIDENTIAL" or "HIGHLY

CONFIDENTIAL – ATTORNEYS' EYES ONLY") conspicuously on each page that contains

Protected Material. If only a portion or portions of the material on a page qualifies for protection,

the Producing Party also must clearly identify the protected portion(s) (e.g., by making appropriate

markings in the margins) and must specify, for each portion, the level of protection being asserted

(either "CONFIDENTIAL" or "HIGHLY CONFIDENTIAL – ATTORNEYS' EYES ONLY").

(b) for testimony given in deposition or in other pretrial or trial proceedings, that the Party or

non-party offering or sponsoring the testimony identify on the record, before the close of the

deposition, hearing, or other proceeding, all protected testimony, and further specify any portions

of the testimony that qualify as "HIGHLY CONFIDENTIAL – ATTORNEYS' EYES ONLY."

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When it is impractical to identify separately each portion of testimony that is entitled to protection,

and when it appears that substantial portions of the testimony may qualify for protection, the Party

or non-party that sponsors, offers, or gives the testimony may invoke on the record (before the

deposition or proceeding is concluded) a right to have up to 20 days to identify the specific portions

of the testimony as to which protection is sought and to specify the level of protection being asserted

("CONFIDENTIAL" or "HIGHLY CONFIDENTIAL - ATTORNEYS' EYES ONLY"). Only those

portions of the testimony that are appropriately designated for protection within the 20 days shall

be covered by the provisions of this Stipulated Protective Order.

Transcript pages containing Protected Material must be separately bound by the court

reporter, who must affix on each such page the legend "CONFIDENTIAL" or "HIGHLY

CONFIDENTIAL – ATTORNEYS' EYES ONLY," as instructed by the Party or non-party offering

or sponsoring the witness or presenting the testimony.

(c) for information produced in some form other than documentary, and for any other

tangible items, that the Producing Party affix in a prominent place on the exterior of the container

or containers in which the information or item is stored the legend "CONFIDENTIAL" or "HIGHLY

CONFIDENTIAL – ATTORNEYS' EYES ONLY." If only portions of the information or item

warrant protection, the Producing Party, to the extent practicable, shall identify the protected

portions, specifying whether they qualify as "Confidential" or as "Highly Confidential – Attorneys'

Eyes Only."

5.3. Inadvertent Failures to Designate. If timely corrected, an inadvertent failure to designate

qualified information or items as "Confidential" or "Highly Confidential - Attorneys' Eyes Only"

does not, standing alone, waive the Designating Party's right to secure protection under this Order

for such material. If material is appropriately designated as "Confidential" or "Highly Confidential

– Attorneys' Eyes Only" after the material was initially produced, the Receiving Party, on timely

notification of the designation, must make reasonable efforts to assure that the material is treated in

accordance with the provisions of this Order.

6. CHALLENGING CONFIDENTIALITY DESIGNATIONS

6.1. Timing of Challenges. Unless a prompt challenge to a Designating Party's confidentiality

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designation is necessary to avoid foreseeable substantial unfairness, unnecessary economic burdens,

or a later significant disruption or delay of the litigation, a Party does not waive its right to challenge

a confidentiality designation by electing not to mount a challenge promptly after the original

designation is disclosed.

6.2. Meet and Confer. A Party that elects to initiate a challenge to a Designating Party's

confidentiality designation must do so in good faith and must begin the process by conferring

directly (in voice to voice dialogue; other forms of communication are not sufficient) with counsel

for the Designating Party. In conferring, the challenging Party must explain the basis for its belief

that the confidentiality designation was not proper and must give the Designating Party an

opportunity to review the designated material, to reconsider the circumstances, and, if no change in

designation is offered, to explain the basis for the chosen designation. A challenging Party may

proceed to the next stage of the challenge process only if it has engaged in this meet and confer

process first.

6.3. Judicial Intervention. A Party that elects to press a challenge to a confidentiality designation

after considering the justification offered by the Designating Party may file and serve a motion (in

compliance with LRCiv. 5.6(d), if applicable) that identifies the challenged material and sets forth

in detail the basis for the challenge. Each such motion must be accompanied by a competent

declaration that affirms that the movant has complied with the meet and confer requirements

imposed in the preceding paragraph and that sets forth with specificity the justification for the

confidentiality designation that was given by the Designating Party in the meet and confer dialogue.

The burden of persuasion in any such challenge proceeding shall be on the Designating Party. Until

the court rules on the challenge, all parties shall continue to afford the material in question the level

of protection to which it is entitled under the Producing Party's designation.

7. ACCESS TO AND USE OF PROTECTED MATERIAL

7.1. Basic Principles. A Receiving Party may use Protected Material that is disclosed or produced

by another Party or by a non-party in connection with this case only for prosecuting, defending, or

attempting to settle this litigation. Such Protected Material may be disclosed only to the categories

of persons and under the conditions described in this Order. When the litigation has been terminated,

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a Receiving Party must comply with the provisions of section 11, below (FINAL DISPOSITION).

Protected Material must be stored and maintained by a Receiving Party at a location and in a secure

manner that ensures that access is limited to the persons authorized under this Order.

7.2. Disclosure of "CONFIDENTIAL" Information or Items. Unless otherwise ordered by the court

or permitted in writing by the Designating Party, a Receiving Party may disclose any information

or item designated CONFIDENTIAL only to:

(a) the Receiving Party's Outside Counsel of record in this action, as well as

employees of said Counsel to whom it is reasonably necessary to disclose the information for this

litigation and who have signed the "Agreement to Be Bound by Protective Order" that is attached

hereto as Exhibit A;

(b) the officers, directors, and employees (including House Counsel) of the Receiving

Party to whom disclosure is reasonably necessary for this litigation and who have signed the

"Agreement to Be Bound by Protective Order" (Exhibit A);

(c) experts (as defined in this Order) of the Receiving Party to whom disclosure is

reasonably necessary for this litigation and who have signed the "Agreement to Be Bound by

Protective Order" (Exhibit A);

(d) the Court and its personnel;

(e) outside (non-court personnel) court reporters, their staffs, and professional

vendors to whom disclosure is reasonably necessary for this litigation and who have signed the

"Agreement to Be Bound by Protective Order" (Exhibit A);

(f) during their depositions, witnesses in the action to whom disclosure is reasonably

necessary and who have signed the "Agreement to Be Bound by Protective Order" (Exhibit A).

Pages of transcribed deposition testimony or exhibits to depositions that reveal Protected Material

must be separately bound by the court reporter and may not be disclosed to anyone except as

permitted under this Stipulated Protective Order.

(g) the author of the document or the original source of the information.

7.3. Disclosure of "HIGHLY CONFIDENTIAL – ATTORNEYS' EYES ONLY" Information or

Items. Unless otherwise ordered by the court or permitted in writing by the Designating Party, a

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Receiving Party may disclose any information or item designated "HIGHLY CONFIDENTIAL –

ATTORNEYS' EYES ONLY" only to:

(a) the Receiving Party's Outside Counsel of record in this action, as well as

employees of said Counsel to whom it is reasonably necessary to disclose the information for this

litigation and who have signed the "Agreement to Be Bound by Protective Order" that is attached

hereto as Exhibit A;

(b) Experts (as defined in this Order) (1) to whom disclosure is reasonably necessary

for this litigation, (2) who have signed the "Agreement to Be Bound by Protective Order" (Exhibit

A), [Optional: and (3) as to whom the procedures set forth in paragraph 7.4, below, have been

followed];

(c) the Court and its personnel;

(d) outside court reporters, their staffs, and professional vendors to whom disclosure

is reasonably necessary for this litigation and who have signed the "Agreement to Be Bound by

Protective Order" (Exhibit A); and

(f) the author of the document or the original source of the information.

7.4. Procedures for Approving Disclosure of "HIGHLY CONFIDENTIAL – ATTORNEYS' EYES

ONLY" Information or Items to "Experts"

(a) Unless otherwise ordered by the court or agreed in writing by the Designating

Party, a Party that seeks to disclose to an "Expert" (as defined in this Order) any information or item

that has been designated "HIGHLY CONFIDENTIAL – ATTORNEYS' EYES ONLY" first must

make a written request to the Designating Party that (1) identifies the specific HIGHLY

CONFIDENTIAL information that the Receiving Party seeks permission to disclose to the Expert,

(2) sets forth the full name of the Expert and the city and state of his or her primary residence, (3)

attaches a copy of the Expert's current resume, (4) identifies the Expert's current employer(s), (5)

identifies each person or entity from whom the Expert has received compensation for work in his

or her areas of expertise or to whom the expert has provided professional services at any time during

the preceding five years, and (6) identifies (by name and number of the case, filing date, and location

of court) any litigation in connection with which the Expert has provided any professional services

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during the preceding five years.

(b) A Party that makes a request and provides the information specified in the

preceding paragraph may disclose the subject Protected Material to the identified Expert unless,

within seven court days of delivering the request, the Party receives a written objection from the

Designating Party. Any such objection must set forth in detail the grounds on which it is based.

(c) A Party that receives a timely written objection must meet and confer with the

Designating Party (through direct voice to voice dialogue) to try to resolve the matter by agreement.

If no agreement is reached, the Party seeking to make the disclosure to the Expert may file a motion

(and in compliance with L.R.Civ. 5.6(d), if applicable) seeking permission from the court to do so.

Any such motion must describe the circumstances with specificity, set forth in detail the reasons for

which the disclosure to the Expert is reasonably necessary, assess the risk of harm that the disclosure

would entail and suggest any additional means that might be used to reduce that risk. In addition,

any such motion must be accompanied by a competent declaration in which the movant describes

the parties' efforts to resolve the matter by agreement (i.e., the extent and the content of the meet and

confer discussions) and sets forth the reasons advanced by the Designating Party for its refusal to

approve the disclosure.

In any such proceeding, the Party opposing disclosure to the Expert shall bear the

burden of proving that the risk of harm that the disclosure would entail (under the safeguards

proposed) outweighs the Receiving Party's need to disclose the Protected Material to its Expert.

8. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER

LITIGATION

If a Receiving Party is served with a subpoena or an order issued in other litigation

that would compel disclosure of any information or items designated in this action as

"CONFIDENTIAL" or "HIGHLY CONFIDENTIAL – ATTORNEYS' EYES ONLY," the

Receiving Party must so notify the Designating Party, in writing (by fax or email, if possible)

immediately and in no event more than three court days after receiving the subpoena or order. Such

notification must include a copy of the subpoena or court order.

The Receiving Party also must immediately inform in writing the Party who caused

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the subpoena or order to issue in the other litigation that some or all the material covered by the

subpoena or order is the subject of this Protective Order. In addition, the Receiving Party must

deliver a copy of this Stipulated Protective Order promptly to the Party in the other action that

caused the subpoena or order to issue.

The purpose of imposing these duties is to alert the interested parties to the existence

of this Protective Order and to afford the Designating Party in this case an opportunity to try to

protect its confidentiality interests in the court from which the subpoena or order issued. The

Designating Party shall bear the burdens and the expenses of seeking protection in that court of its

confidential material – and nothing in these provisions should be construed as authorizing or

encouraging a Receiving Party in this action to disobey a lawful directive from another court.

9. UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL

If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed

Protected Material to any person or in any circumstance not authorized under this Stipulated

Protective Order, the Receiving Party must immediately (a) notify in writing the Designating Party

of the unauthorized disclosures, (b) use its best efforts to retrieve all copies of the Protected

Material, (c) inform the person or persons to whom unauthorized disclosures were made of all the

terms of this Order, and (d) request such person or persons to execute the "Acknowledgment and

Agreement to Be Bound" that is attached hereto as Exhibit A.

///

10. FILING PROTECTED MATERIAL 

Without written permission from the Designating Party or a court order secured after

appropriate notice to all interested persons, a Party may not file in the public record in this action

any Protected Material. A Party that seeks to file under seal any Protected Material must comply

with LRCiv. 5.6.

11. FINAL DISPOSITION 

Unless otherwise ordered or agreed in writing by the Producing Party, within sixty

days after the final termination of this action, each Receiving Party must return all Protected

Material to the Producing Party. As used in this subdivision, "all Protected Material" includes all

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copies, abstracts, compilations, summaries or any other form of reproducing or capturing any of the

Protected Material. With permission in writing from the Designating Party, the Receiving Party may

destroy some or all of the Protected Material instead of returning it. Whether the Protected Material

is returned or destroyed, the Receiving Party must submit a written certification to the Producing

Party (and, if not the same person or entity, to the Designating Party) by the sixty day deadline that

identifies (by category, where appropriate) all the Protected Material that was returned or destroyed

and that affirms that the Receiving Party has not retained any copies, abstracts, compilations,

summaries or other forms of reproducing or capturing any of the Protected Material.

Notwithstanding this provision, Counsel are entitled to retain an archival copy of all pleadings,

motion papers, transcripts, legal memoranda, correspondence or attorney work product, even if such

materials contain Protected Material. Any such archival copies that contain or constitute Protected

Material remain subject to this Protective Order as set forth in Section 4 (DURATION), above.

12. MISCELLANEOUS

12.1. Right to Further Relief. Nothing in this Order abridges the right of any person to seek its

modification by the Court in the future.

12.2. Right to Assert Other Objections. By stipulating to the entry of this Protective Order, no Party

waives any right it otherwise would have to object to disclosing or producing any information or

item on any ground not addressed in this Stipulated Protective Order. Similarly, no Party waives any

right to object on any ground to use in evidence of any of the material covered by this Protective

Order.

 DATED this 9th day of June, 2009.

EXHIBIT A

ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND

I, ________________ [print or type full name], of ___________________________

[print or type full address], declare under penalty of perjury that I have read in its entirety and

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understand the Stipulated Protective Order that was issued by the United States District Court for

the District of Arizona on ______ in the case of Attorney Yellow Pages.com, et al v. Advice

Company, Case No. CV-09-282-PHX-LOA. I agree to comply with and to be bound by all the terms

of this Stipulated Protective Order and I understand and acknowledge that failure to so comply could

expose me to sanctions and punishment in the nature of contempt. I solemnly promise that I will not

disclose in any manner any information or item that is subject to this Stipulated Protective Order to

any person or entity except in strict compliance with the provisions of this Order.

I further agree to submit to the jurisdiction of the United States District Court for the

District of Arizona for the purpose of enforcing the terms of this Stipulated Protective Order, even

if such enforcement proceedings occur after termination of this action.

Date:________________________________

City and State where sworn and signed:____________________________

Printed name:___________________________

Signature:______________________________

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