Patent Document ID: 7895229
Application ID: 11807145

Base 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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Claim 7:
7. The method of claim 1 wherein executing instructions stored in memory by the processor to track relationships comprises executing instructions stored in memory by the processor to utilize a relationship map.