Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_15-cv-02897/USCOURTS-cand-3_15-cv-02897-7/pdf.json

Nature of Suit Code: 830
Nature of Suit: Patent
Cause of Action: 35:271 Patent Infringement

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[PROPOSED] STIPULATED

PROTECTIVE ORDER

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Karen I. Boyd (State Bar No. 189808)

boyd@turnerboyd.com

Louis L. Wai (State Bar No. 295089)

wai@turnerboyd.com

TURNER BOYD LLP

702 Marshall Street, Suite 640

Redwood City, California 94063

Telephone: (650) 521-5930

Facsimile: (650) 521-5931

J. Michael Huget (admitted pro hac vice )

mhuget@honigman.com

Charles W. Duncan, Jr. (admitted pro hac vice )

cduncan@honigman.com

Sarah E. Waidelich (admitted pro hac vice )

swaidelich@honigman.com

HONIGMAN MILLER SCHWARTZ AND 

COHN LLP

315 E. Eisenhower Parkway, Suite 100

Ann Arbor, MI 48108-3330

Telephone: (734) 418-4200

Attorneys for Defendant

LIVEPERSON, INC.

GEORGE RILEY (S.B. #118304)

griley@omm.com

MARK E. MILLER (S.B. #130200)

markmiller@omm.com

DAVID R. EBERHART (S.B. #195474)

deberhart@omm.com

ELYSA Q. WAN (S.B. #297806)

ewan@omm.com

O’MELVENY & MYERS LLP

Two Embarcadero Center, 28th Floor

San Francisco, California 94111-3823

Telephone: (415) 984-8700

Facsimile: (415) 984-8701

Susan D. Roeder (S.B. #160897)

sroeder@omm.com

O’MELVENY & MYERS LLP

2765 Sand Hill Road

Menlo Park, CA 94025-7019

Carolyn S. Wall (pro hac vice)

cwall@omm.com

O’MELVENY & MYERS LLP

Times Square Tower, 7 Times Square

New York, New York 10036

Attorneys for Plaintiff

24/7 Customer, Inc.

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

SAN FRANCISCO DIVISION

24/7 Customer, Inc.,

Plaintiff,

v.

LivePerson, Inc.,

Defendant.

Case No. 3:15-CV-02897-JST

[PROPOSED] STIPULATED

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[PROPOSED] STIPULATED PROTECTIVE ORDER

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 this litigation may be warranted. 

Accordingly, the Parties hereby stipulate to and petition the Court to enter the following 

Stipulated Protective Order. The Parties acknowledge that this Order does not confer blanket 

protections on all disclosures or responses to discovery and that the protection it affords from 

public disclosure and use extends only to the limited information or items that are entitled to 

confidential treatment under the applicable legal principles. The parties further acknowledge, as 

set forth in Section 15.4, below, that this Stipulated Protective Order does not entitle them to file 

confidential information under seal; Civil Local Rule 79-5 sets forth the procedures that must be 

followed and the standards that will be applied when a party seeks permission from the court to 

file material under seal.

2. DEFINITIONS

2.1 Challenging Party: a Party or Non-Party that challenges the designation of

documents, information, or items under this Order.

2.2 “CONFIDENTIAL” Information or Items: documents, information (regardless of 

how it is generated, stored or maintained), or tangible things that qualify for protection under 

Federal Rule of Civil Procedure 26(c).

2.3 Counsel (without qualifier): Outside Counsel of Record and In-House Counsel (as 

well as their support staff).

2.4 Designating Party: a Party or Non-Party that designates information or items that it 

produces in disclosures or in responses to discovery as “CONFIDENTIAL,” “HIGHLY 

CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or “HIGHLY CONFIDENTIAL – SOURCE 

CODE”.

2.5 Disclosure or Discovery Material: all documents, items, or information, regardless 

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of the medium or manner in which it is generated, stored, or maintained (including, among other 

things, testimony, transcripts, and tangible things), that are produced or generated in disclosures 

or responses to discovery in this matter.

2.6 Expert: a person with specialized knowledge or experience in a matter pertinent to 

the litigation who (1) has been retained by a Party or its Counsel to serve as an expert witness or 

as a consultant in this action, (2) is not a past or current employee or current consultant of a Party 

or of a Party’s competitor, and (3) at the time of retention, is not anticipated to become an 

employee or consultant of a Party or of a Party’s competitor outside of this action. This definition 

includes a professional jury or trial consultant retained in connection with this litigation.

2.7 “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” Information or 

Items: extremely sensitive “Confidential Information or Items,” disclosure of which to another 

Party or Non-Party would create a substantial risk of serious harm that could not be avoided by 

less restrictive means.

2.8 “HIGHLY CONFIDENTIAL – SOURCE CODE” Information or Items: 

information that falls within the definition of HIGHLY CONFIDENTIAL – ATTORNEYS’ 

EYES ONLY information and that comprises computer source code (e.g., C++ code). The 

definition of HIGHLY CONFIDENTIAL – SOURCE CODE does not include descriptions or 

summaries of the Designated Code, design specifications, schematics, flow charts, or block 

diagrams, nor shall it include materials that appear in user manuals, technical manuals, service 

manuals, presentations, or similar documents. 

2.9 In-House Counsel: attorneys (and their support staff) who are employees of a Party 

to this action. In-House Counsel does not include Outside Counsel of Record or any other outside 

counsel.

2.10 Non-Party: any natural person, partnership, corporation, association, or other legal 

entity not named as a Party to this action.

2.11 Outside Counsel of Record: attorneys (and their support staff) who are not 

employees of a Party to this action but are retained to represent or advise a Party to this action and 

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have appeared in this action on behalf of that Party or are affiliated with a law firm which has 

appeared on behalf of that Party.

2.12 Party: any party to this action, including all of its officers, directors, employees, 

consultants, retained experts, and Outside Counsel of Record (and their support staff).

2.13 Producing Party: a Party or Non-Party that produces Disclosure or Discovery 

Material in this action.

2.14 Professional Vendors: persons or entities that provide litigation support services 

(e.g., photocopying, videotaping, translating, preparing exhibits or demonstrations, jury analysis,

and organizing, storing, or retrieving data in any form or medium) and their employees and 

subcontractors.

2.15 Protected Material: any Disclosure or Discovery Material that is designated as 

“CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or 

“HIGHLY CONFIDENTIAL – SOURCE CODE.”

2.16 Receiving Party: a Party that receives Disclosure or Discovery Material from a 

Producing Party.

3. SCOPE

The protections conferred by this Order cover not only Protected Material (as defined 

above), but also (1) any information copied or extracted from Protected Material; (2) all copies, 

excerpts, translations, summaries, or compilations of Protected Material; and (3) any testimony, 

conversations, or presentations by Parties or their Counsel that might reveal Protected Material. 

However, the protections conferred by this Stipulation and Order do not cover the following 

information: (a) any information that is in the public domain at the time of disclosure to a 

Receiving Party or becomes part of the public domain after its disclosure to a Receiving Party as 

a result of publication not involving a violation of this Order, including becoming part of the 

public record through trial or otherwise; and (b) any information known to the Receiving Party 

prior to the disclosure or obtained by the Receiving Party after the disclosure from a source who 

obtained the information lawfully and under no obligation of confidentiality to the Designating 

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Party. Any use of Protected Material at trial shall be governed by a separate ruling or order of the 

Court.

4. DURATION

Even after final disposition 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. Final disposition shall be deemed to be the later of (1) dismissal of all 

claims and defenses in this action, with or without prejudice; and (2) final judgment herein after 

the completion and exhaustion of all appeals, rehearings, remands, trials, or reviews of this action, 

including the time limits for filing any motions or applications for extension of time pursuant to 

applicable law.

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. 

To the extent it is practical to do so, the Designating Party must 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.

If it comes to a Designating 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 Designating Party must promptly notify all other Parties that it is 

withdrawing the designation.

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.

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, 

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Disclosure or Discovery Material that qualifies for protection under this Order must be clearly so 

designated before the material is disclosed or produced.

Designation in conformity with this Order requires:

(a) for information in documentary form (e.g., paper or electronic documents, but 

excluding transcripts of depositions or other pretrial or trial proceedings), that the Producing 

Party affix the legend “CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – ATTORNEYS’ 

EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE CODE” to each page that contains 

protected material. 

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,” “HIGHLY

CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or “HIGHLY CONFIDENTIAL – SOURCE 

CODE) to each page that contains Protected Material. 

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

the Designating Party identify on the record, before the close of the deposition, hearing, or other 

proceeding, all protected testimony and specify the level of protection being asserted. When it is 

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

appears that substantial portions of the testimony may qualify for protection, the Designating 

Party may invoke on the record (before the deposition, hearing, or other proceeding is concluded) 

a right to have up to 21 days to identify the specific portions of the testimony as to which 

protection is sought and to specify the level of protection being asserted. Only those portions of 

the testimony that are appropriately designated for protection within the 21 days shall be covered 

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by the provisions of this Stipulated Protective Order. Alternatively, a Designating Party may 

specify, at the deposition or up to 21 days afterwards if that period is properly invoked, that the 

entire transcript shall be treated as “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL –

ATTORNEYS’ EYES ONLY.”

While Protected Material is being used at a deposition, no person to whom the Protected 

Material may not be disclosed under this Order shall be present. While Protected Material is 

being used at a hearing or other proceeding, either Party may request that the courtroom be 

closed. The use of a document as an exhibit at a deposition shall not in any way affect its 

designation as “CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES 

ONLY,” or “HIGHLY CONFIDENTIAL - SOURCE CODE.”

Transcripts containing Protected Material shall have an obvious legend on the title page 

that the transcript contains Protected Material, and the title page shall be followed by a list of all 

pages (including line numbers as appropriate) that have been designated as Protected Material and 

the level of protection being asserted by the Designating Party. The Designating Party shall 

inform the court reporter of these requirements. Any transcript that is prepared before the 

expiration of a 21-day period for designation shall be treated during that period as if it had been 

designated “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” in its entirety unless 

otherwise agreed. After the expiration of that period, the transcript shall be treated only as 

actually designated.

(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,” 

“HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or “HIGHLY CONFIDENTIAL 

– SOURCE CODE”. 

5.3 Inadvertent Failures to Designate. An inadvertent failure to designate qualified 

information or items does not waive the Designating Party’s right to secure protection under this 

Order for such material. Upon timely correction of a designation, the Receiving Party must make 

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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. Any Party or Non-Party may challenge a designation of 

confidentiality at any time. Unless a prompt challenge to a Designating Party’s confidentiality 

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

burdens, or a 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. The Challenging Party shall initiate the dispute resolution 

process by providing written notice of each designation it is challenging and describing the basis 

for each challenge. The parties shall attempt to resolve each challenge in good faith and must 

begin the process by conferring directly (in voice to voice dialogue; other forms of 

communication are not sufficient) within 14 days of the date of service of notice. 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 or establishes that the 

Designating Party is unwilling to participate in the meet and confer process in a timely manner.

6.3 Judicial Intervention. If the Parties cannot resolve a challenge without judicial 

intervention, the Challenging Party shall file and serve a motion that identifies generally, but does 

not quote or paraphrase the substance of, the challenged material and sets forth in detail the basis 

for the challenge. The burden to justify the particular designation shall be on the Designating 

Party. Each such motion must be accompanied by a statement affirming that the movant has 

complied with the meet and confer requirements imposed in the preceding section. Until the 

Court rules on the challenge, all Parties shall continue to afford the material in question the level 

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of protection to which it is entitled under the Designating Party’s designation. Frivolous 

challenges and those made for an improper purpose (e.g., to harass or impose unnecessary 

expenses and burdens on other parties) may expose the Challenging Party to sanctions.

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, a Receiving Party must comply with the provisions of section 16 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 Outside Counsel of Record to whom it is reasonably necessary to disclose the 

information for this litigation;

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

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

signed the “Acknowledgment and Agreement to Be Bound” (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 “Acknowledgment and 

Agreement to Be Bound” (Exhibit A);

(d) the court and its personnel;

(e) court reporters and their staff, professional jury or trial consultants, and 

Professional Vendors to whom disclosure is reasonably necessary for this litigation;

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

reasonably necessary and who have signed the “Acknowledgment and Agreement to Be Bound” 

(Exhibit A), unless otherwise agreed by the Designating Party or ordered by the court. 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 or recipient of a document containing the information or a custodian 

or other person who otherwise possessed or knew 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 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 Outside Counsel of Record to whom it is reasonably necessary to disclose the 

information for this litigation;

(b) Experts of the Receiving Party (1) to whom disclosure is reasonably necessary 

for this litigation, (2) who have signed the “Acknowledgment and Agreement to Be Bound” 

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

followed;

(c) the court and its personnel;

(d) court reporters and their staff, professional jury or trial consultants, and 

Professional Vendors to whom disclosure is reasonably necessary for this litigation; and

(e) the author or recipient of a document containing the information or a custodian 

or other person who otherwise possessed or knew the information.

7.4 Procedures for Approving or Objecting to Disclosure of “HIGHLY CONFIDENTIAL 

– ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE CODE” 

Information or Items to Experts.

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Unless otherwise ordered by the Court or agreed to in writing by the Designating Party, a 

Party that seeks to disclose to an Expert any document, information, or other item that has been

designated HIGHLY CONFIDENTIAL - ATTORNEYS' EYES ONLY or HIGHLY 

CONFIDENTIAL - SOURCE CODE first must complete a reasonable investigation of the Expert 

and determine (1) that the Expert's current employer(s) are not competitors of the Receiving 

Party. The Parties have met and conferred to develop a list of Competitors, and will continue to 

meet and confer to revise the Competitors list in the event either Party wishes to modify it; (2) 

that the Expert is not a past employee of a Party or a Party's competitor and at the time of 

retention not anticipated to become an employee of a Party or a competitor; and (3) that the 

Expert, and all persons working with or for the Expert that will receive any document, 

information, or other item that has been designated HIGHLY CONFIDENTIAL - ATTORNEYS' 

EYES ONLY or HIGHLY CONFIDENTIAL - SOURCE CODE, have executed the "Agreement 

to Be Bound" (Exhibit A) . For each such investigation completed, the Party or its counsel who 

conducted the investigation must prepare and sign a declaration attesting to the reasonableness of 

his or her investigation and that the investigation determined (1) that the Expert's current 

employer(s) are not competitors of the Receiving Party, (2) that the Expert is not a past employee 

of a Party or a Party's competitor and at the time of retention not anticipated to become an

employee of a Party or a competitor; and (3) that the Expert, and all persons working with or for 

the Expert that received the Protected Material and executed the "Agreement to Be Bound" 

(Exhibit A) . The Receiving Party shall keep and store all such declarations and shall provide 

them to the Designating Party at the conclusion of the litigation if the Court so orders upon

showing of good cause by the Designating Party.

8. PROSECUTION BAR

Absent written consent from the Producing Party, any individual who receives access to 

“HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL –

SOURCE CODE” information shall not be involved in the prosecution of patents or patent 

applications relating to systems and methods of customer service and customer engagement 

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including, but not limited to, agent-assisted interactions, self-service solutions, virtual assistants, 

customer analytics, predictive analytics, recommendation engines, natural language techniques, 

and knowledge management, and including without limitation the patents asserted in this action 

and any patent or application claiming priority to or otherwise related to the patents asserted in 

this action, before any foreign or domestic agency, including the United States Patent and 

Trademark Office (“the Patent Office”). For purposes of this paragraph, "prosecution" includes 

advising on, consulting on, preparing, prosecuting, drafting, editing, and/or amending of

applications, specifications, claims, and/or responses to office actions, or otherwise affecting the 

disclosure in patent applications or specifications or the scope of claims in patents or patent 

applications, whether in original prosecution, reissue, reexamination, inter partes review, or postgrant review. The term "prosecution" does not include patent prosecution duties that involve little 

more than reporting off ice actions or filing ancillary paperwork, such as sequence listings, formal

drawings, or information disclosure statements; involvement in high-altitude oversight of patent 

prosecution, such as staffing projects or coordinating client meetings having no significant role in

crafting the content of patent applications or advising clients on the direction to take their 

portfolios; and any other activities that present little risk that attorneys involved solely in these 

kinds of prosecution activities will inadvertently rely on or be influenced by information they

may learn as trial counsel during the course of litigation. Further, to avoid any doubt,

"prosecution" as used in the section 9 does not include representing a party who is challenging the 

validity of a patent in any such proceedings. This Prosecution Bar shall begin when access to 

“HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL –

SOURCE CODE” information is first received by the affected individual and shall end one (1) 

year after final termination of this action.

9. SOURCE CODE

(a) To the extent production of source code becomes necessary in this case, a 

Producing Party may designate source code as “HIGHLY CONFIDENTIAL - SOURCE CODE” 

if it comprises confidential, proprietary or trade secret source code.

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(b) Protected Material designated as “HIGHLY CONFIDENTIAL – SOURCE 

CODE” shall be subject to all of the protections afforded to “HIGHLY CONFIDENTIAL –

ATTORNEYS’ EYES ONLY” information including the Prosecution Bar set forth in Paragraph 

8, and may be disclosed only to the individuals to whom “HIGHLY CONFIDENTIAL –

ATTORNEYS’ EYES ONLY” information may be disclosed, as set forth in Paragraphs 7.3 and 

7.4.

9.1 Production of Source Code

Source code that is designated “HIGHLY CONFIDENTIAL – SOURCE CODE” shall be 

produced for inspection and review subject to the following provisions, unless otherwise agreed 

by the Producing Party:

(a) Any source code produced in discovery shall be made available for inspection, in a 

format allowing it to be reasonably reviewed and searched, during normal business hours or at 

other mutually agreed times, at an office of the Producing Party’s Counsel or another mutually 

agreed upon location.

(b) All source code shall be made available by the Producing Party to the Receiving 

Party’s Outside Counsel of Record and/or experts on a secured computer in a secured room 

without Internet access or network access to other computers, as necessary and appropriate to 

prevent and protect against any unauthorized copying, transmission, removal or other transfer of 

any source code outside or away from the computer on which the source code is provided for 

inspection (the “Source Code Computer” in the “Source Code Review Room”).

(c) The Producing Party shall provide a manifest of the contents of the Source Code 

Computer. This manifest shall be supplied in both printed and electronic form and shall list the 

name and location (i.e., filename and filepath) of every source code file on the Source Code 

Computer.

(d) The Source Code Computer shall include software utilities that will allow 

authorized counsel and experts to view, search, and analyze the source code. At a minimum, 

these utilities should provide the ability to view, search, and line-number any source file; search 

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for a given pattern of text through a number of files; compare files and display their differences; 

and compute the MD5 checksum of a file. The Producing Party shall install commercially 

available, licensed software tools for viewing and searching source code on the Source Code 

Computer, including text editors and multi-file test search results. If the Receiving Party wishes 

to use a tool other than those provided by the Producing Party, the Receiving Party must provide 

the Producing Party with a CD or DVD containing free or licensed software tool(s) for source 

code review at least five (5) business days in advance of the date upon which the Receiving Party 

wishes to review source code. The Producing Party has two (2) business days to object to use of 

the requested software. If, after meeting and conferring, the Producing Party and the Receiving 

Party cannot resolve the objection, the Parties shall file a joint motion within three (3) business 

days after the completion of the meet and confer process, and the Parties will request expedited 

consideration of the motion.

(e) No recordable media or storage devices, including without limitation sound 

recorders, scanner, camera, CDs, DVDs, or external drives of any kind, shall be permitted into the 

Source Code Review Room. 

(f) The Receiving Party’s counsel and/or experts shall be entitled to take notes 

relating to the source code but may not copy the source code into the notes and may not take such 

notes on the Source Code Computer itself. No copies of all or any portion of the source code may 

leave the room in which the source code is inspected except as otherwise provided herein. 

Further, no other written or electronic record of the source code is permitted except as otherwise 

provided herein. 

(g) The Producing Party shall make available a laser printer with commercially 

reasonable printing speeds for on-site printing during inspection of the source code. The 

Receiving Party may print limited portions of the source code only when reasonably necessary to 

prepare court filings or pleadings or other papers (including a testifying expert’s expert report or 

for use as deposition exhibits). Absent agreement of the Producing Party or further order of the 

Court, the Receiving Party may print out no more than 10% of a specific software release and no 

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print-out may exceed 50 continuous pages. The Receiving Party shall not print source code to 

review blocks of source code elsewhere in the first instance, i.e., as an alternative to reviewing 

that source code electronically on the Source Code Computer. The Receiving Party shall provide 

the printed pages to the Producing Party, who shall add production numbers, copy, and label 

“HIGHLY CONFIDENTIAL – SOURCE CODE” any pages printed by the Receiving Party. The 

Receiving Party may not leave the Source Code Review Room with unnumbered and unlabeled 

printed source code pages. If the Producing Party objects that the printed portions are excessive 

and/or not created for a permitted purpose, the Producing Party shall make such objection known 

to the Receiving Party within five (5) business days of receiving such printed portions. If, after 

meeting and conferring, the Producing Party and the Receiving Party cannot resolve the 

objection, the Receiving Party shall be entitled to seek a Court resolution of whether the printed 

source code in question was printed for a permitted purpose. In the event of an objection, the 

Producing Party shall not provide any copies of such pages to the Receiving Party unless and 

until the dispute has been resolved. In the absence of any objection, or upon resolution of any 

such dispute by the Court, the Producing Party shall provide one copy set of such pages to the 

Receiving Party within five (5) business days after receiving the printed pages. The printed pages 

shall constitute part of the source code produced by the Producing Party in this action.

(h) All persons viewing source code shall sign a log on each day they view Source 

Code; that log will be maintained by the Producing Party, and will include the names of persons 

who enter the locked room to view the source code. Both parties shall be entitled to review the 

log.

(i) Other than as provided herein, the Receiving Party will not copy, remove, or 

otherwise transfer any portion of the source code from the Source Code Computer including, 

without limitation, copying, removing, or transferring the source code onto any recordable media 

or recordable device, including without limitation sound recorders, computers, cellular 

telephones, scanners, cameras, CDs, DVDs, or external drives of any kind.

(j) The Receiving Party’s outside counsel of record and any person receiving a copy 

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of any source code shall maintain and store any copies of the source code at their offices in a 

manner that prevents duplication of or unauthorized access to the source code, including, without 

limitation, storing the source code in a locked room or cabinet at all times when it is not in use. 

(k) Except as provided in this sub-section, absent express written permission from the 

Producing Party, the Receiving Party may not create electronic images or electronic copies of the 

source code from any paper copy of source code for use in any manner (including by way of 

example only, the Receiving Party may not scan the source code to a PDF or photograph the 

code). The Receiving Party may make paper copies of printed source code as reasonably 

necessary for use in the prosecution or defense of this action, subject to the limitations set forth in 

this Protective Order. Images or copies of source code shall not be included in correspondence 

between the Parties (references to production numbers shall be used instead), and shall be omitted 

from pleadings and other papers whenever possible. If a Party reasonably believes that it must 

submit a portion of source code as part of a filing with the Court, the Party may make such a 

filing under seal in accordance with the Court’s procedures and may create electronic images or 

electronic copies solely for use with such filing. If a Producing Party agrees to produce an 

electronic copy of all or any portion of its source code or the Receiving Party makes such an 

electronic copy for a Court filing or pursuant to the written permission of the Producing Party, the 

Receiving Party’s communication and/or disclosure of electronic files or other materials 

containing any portion of source code (paper or electronic) shall at all times be limited to solely 

those individuals who are expressly authorized to view source code under the provisions of this 

Protective Order. In cases where the Producing Party has provided the express written permission 

required under this provision for a Receiving Party to create electronic copies of source code, any 

such electronic copies must be labeled HIGHLY CONFIDENTIAL – SOURCE CODE as 

provided for in this Order. 

(l) The Producing Party may visually monitor the activities of the Receiving Party’s 

representatives during any source code review, but only to ensure that there is no unauthorized 

recording, copying, or transmission of the source code.

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(m) At the conclusion of the litigation, counsel for each Party will certify on behalf of 

itself and anyone working with and/or at the direction of counsel or the Party that all copies, 

electronic or paper, of or containing source code have been destroyed or erased in a manner than 

prevents any forensic recovery of the source code, with the exception of portions of source code 

that were included in filed or served pleadings or their exhibits, or as exhibits to deposition, or 

admitted into evidence. Other than as set forth in this sub-section, counsel may not retain any 

copies of source code.

10. PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER 

LITIGATION

If a Party is served with a subpoena or a court order issued in other litigation that compels 

disclosure of any information or items designated in this action as “CONFIDENTIAL,” 

“HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or “HIGHLY CONFIDENTIAL 

– SOURCE CODE” that Party must: 

(a) promptly notify in writing the Designating Party. Such notification shall 

include a copy of the subpoena or court order; 

(b) promptly notify in writing the person who caused the subpoena or order to 

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

subject to this Protective Order. Such notification shall include a copy of this Stipulated

Protective Order; and 

(c) cooperate with respect to all reasonable procedures sought to be pursued by the 

Designating Party whose Protected Material may be affected.

If the Designating Party timely seeks a protective order, the Party served with the 

subpoena or court order shall not produce any information designated in this action as 

“CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or 

“HIGHLY CONFIDENTIAL – SOURCE CODE” before a determination by the court from 

which the subpoena or order issued, unless the Party has obtained the Designating Party’s 

permission. The Designating Party shall bear the burden and expense of seeking protection in that 

court of its confidential material – and nothing in these provisions should be construed as 

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authorizing or encouraging a Receiving Party in this action to disobey a lawful directive from 

another court.

11. A NON-PARTY’S PROTECTED MATERIAL SOUGHT TO BE PRODUCED IN THIS 

LITIGATION

(a) The terms of this Order are applicable to information produced by a Non-Party in 

this action and designated as “CONFIDENTIAL,” “HIGHLY CONFIDENTIAL –

ATTORNEYS’ EYES ONLY,” or “HIGHLY CONFIDENTIAL – SOURCE CODE”. Such 

information produced by Non-Parties in connection with this litigation is protected by the 

remedies and relief provided by this Order. Nothing in these provisions should be construed as 

prohibiting a Non-Party from seeking additional protections. 

(b) In the event that a Party is required, by a valid discovery request, to produce a 

Non-Party’s confidential information in its possession, and the Party is subject to an agreement 

with the Non-Party not to produce the Non-Party’s confidential information, then the Party shall: 

1. promptly notify in writing the Requesting Party and the Non-Party that 

some or all of the information requested is subject to a confidentiality agreement with a NonParty;

2. promptly provide the Non-Party with a copy of the Stipulated Protective 

Order in this litigation, the relevant discovery request(s), and a reasonably specific description of 

the information requested; and 

3. make the information requested available for inspection by the Non-Party. 

(c) If the Non-Party fails to object or seek a protective order from this court within 14 

days of receiving the notice and accompanying information, the Receiving Party may produce the 

Non-Party’s confidential information responsive to the discovery request. If the Non-Party timely 

seeks a protective order, the Receiving Party shall not produce any information in its possession 

or control that is subject to the confidentiality agreement with the Non-Party before a 

determination by the court. Absent a court order to the contrary, the Non-Party shall bear the 

burden and expense of seeking protection in this court of its Protected Material.

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12. 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 unauthorized 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.

13. INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE PROTECTED 

MATERIAL

When a Producing Party gives notice to Receiving Parties that certain inadvertently 

produced material is subject to a claim of privilege or other protection, the obligations of the 

Receiving Parties are those set forth in Federal Rule of Civil Procedure 26(b)(5)(B). This 

provision is not intended to modify whatever procedure may be established in an e-discovery 

order that provides for production without prior privilege review. Pursuant to Federal Rule of 

Evidence 502(d) and (e), insofar as the Parties reach an agreement on the effect of disclosure of a 

communication or information covered by the attorney-client privilege or work product 

protection, the Parties may incorporate their agreement in the stipulated protective order 

submitted to the court.

14. PRIVILEGE LOG

A Producing Party may withhold production of a document or portions of a document 

based on the assertion that the otherwise responsive document is privileged (i.e., attorney-client 

privilege or work-product doctrine). Within a reasonable time after production of any documents 

from which any materials have been withheld as privileged, the Party asserting a claim of 

privilege will describe the nature of the documents or other material withheld in a manner that 

complies with Federal Rule of Civil Procedure 26(b)(5)(A). Unless otherwise agreed to by the 

parties or ordered by the Court, the parties are not required to log or otherwise provide 

information about privileged documents that post-date March 6, 2014. 

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15. MISCELLANEOUS

15.1 Right to Further Relief. Nothing in this Order abridges the right of any person to 

seek its modification by the court in the future.

15.2 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.

15.3 Export Control. Disclosure of Protected Material shall be subject to all applicable 

laws and regulations relating to the export of technical data contained in such Protected Material, 

including the release of such technical data to foreign persons or nationals in the United States or 

elsewhere. The Producing Party shall be responsible for identifying any such controlled technical 

data, and the Receiving Party shall take measures necessary to ensure compliance.

15.4 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 Civil Local Rule 79-5. Protected Material may only be filed 

under seal pursuant to a court order authorizing the sealing of the specific Protected Material at 

issue. Pursuant to Civil Local Rule 79-5, a sealing order will issue only upon a request 

establishing that the Protected Material at issue is privileged, protectable as a trade secret, or 

otherwise entitled to protection under the law. If a Receiving Party's request to file Protected 

Material under seal pursuant to Civil Local Rule 79-5(e) is denied by the court, then the 

Receiving Party may file the Protected Material in the public record pursuant to Civil Local Rule 

79-5(e)(2) unless otherwise instructed by the court.

16. FINAL DISPOSITION

Within ninety (90) calendar days after the final disposition of this action, as 

defined in Section 4 above, each Receiving Party must return all Protected Material to the 

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Producing Party or destroy such material. As used in this subdivision, “all Protected Material” 

includes all copies, abstracts, compilations, summaries, and any other format reproducing or 

capturing any of the Protected Material. 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 90-day deadline that affirms that the 

Receiving Party has not retained any copies, abstracts, compilations, summaries or any other 

format reproducing or capturing any of the Protected Material. Notwithstanding this provision, 

Counsel are entitled to retain an archival copy of all pleadings, motion papers, trial, deposition, 

and hearing transcripts, legal memoranda, correspondence, deposition and trial exhibits, expert 

reports, attorney work product, and consultant and Expert 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 above.

Dated: December 18, 2015 O’MELVENY & MYERS

By: s/ Mark E. Miller 

Mark E. Miller

Attorney for Plaintiff

24/7 Customer, Inc.

Dated: December 18, 2015 TURNER BOYD LLP

By: s/ Karen Boyd 

Karen Boyd

Attorneys for Defendant

LivePerson, Inc.

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CIVIL L. R. 5.1(i)(3) ATTESTATION

In compliance with Local Rule 5-1(i)(3), I hereby attest that Karen Boyd, counsel

for Defendant, has concurred in the filing of this [Proposed] Stipulated Protective Order.

Dated: December 18, 2015

O’MELVENY & MYERS LLP

s/ Mark E. Miller 

Mark E. Miller

Attorney for Plaintiff

24/7 Customer, Inc.

[PROPOSED] ORDER

The parties’ stipulation is adopted and IT IS SO ORDERED.

Dated: By: 

Jon S. Tigar

United States District Judge

December 18, 2015

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORN

I

A

IT IS SO ORDERED

 Judge Jon S. Tigar 

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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 understand the 

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

California on [date] in the case of 24/7 Customer, Inc. v. LivePerson, Inc., Case No. 3:15-CV-02897-JST. 

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 Northern 

District of California 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: ______________________________

[printed name]

Signature: __________________________________

[signature]

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