IP Library Granted Patent US 9,344,390
Granted Patent B1
US 9,344,390 · App. 14/711,997 · Granted May 17, 2016

Systems and methods for electronic document review

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Quick Facts
Patent No.
US 9,344,390
App. No.
14/711,997
Filed
May 14, 2015
Granted
May 17, 2016
Kind
B1
Art Unit
2454
USPC
709/206
Abstract

Systems and methods enable convenient and accurate searching, filtering, reviewing, and classification of electronic documents without the loss of metadata. A communication data source file is parsed into conversation-specific files that include message content and metadata. The message content and metadata are displayed on a computing device operated by a reviewer. To streamline the review process, the reviewer can filter display of the message content according to various metadata categories as well as search conversation-specific files using the metadata categories.

Claims (58)

1. A computer-implemented method of electronic document review comprising the steps of:

(a) providing a discovery computing device;

(b) parsing by the discovery computing device, a source file into at least one conversation-specific file, the at least one conversation-specific file comprising message content and a first metadata category;

(c) transmitting from the discovery computing device to a reviewer computing device, the message content and the first metadata category for the at least one conversation-specific file;

(d) searching by the discovery computing device, the at least one conversation-specific file for message content according to the first metadata category;

(e) filtering by the discovery computing device, the message content by selecting or deselecting the message content for display by the reviewer computing device according to the first metadata category; and

(f) transmitting the filtered message content from the discovery computing device to the reviewer computing device.

2. The method of claim 1 wherein the first metadata category is a participant identifier.

3. The method of claim 1 wherein the first metadata category is a participant-entity identifier.

4. The method of claim 1 wherein:

(a) the at least one conversation-specific file further comprises a second metadata category;

(b) the first metadata category is a participant-entered event, and the second metadata category is a participant-left event; and

(c) the message content is filtered by the discovery computing device according to the participant-entered and the participant-left events by selecting or deselecting message content for display by the reviewer computing device.

5. The method of claim 1 wherein the at least one conversation-specific file message content comprises disclaimer text, and the method further comprises the steps of:

(a) filtering by the discovery computing device, the disclaimer text from the message content by selecting or deselecting the disclaimer text for display by the reviewer computing device; and

(b) transmitting the filtered message content from the discovery computing device to the reviewer computing device.

6. The method of claim 1 further comprising the steps of:

(a) searching by the discovery computing device, the at least one conversation-specific files according to the first metadata category and a first metadata category value; and

(b) transmitting the conversation-specific files that include the first metadata category and the first metadata category value from the discovery computing device to the reviewer computing device.

7. The method of claim 6 , wherein the first metadata category is selected from the group consisting of a session duration, a participant count, a participant identifier, and an entity identifier.

8. A computer-implemented method of electronic document review comprising the steps of:

(a) providing a reviewer computing device associated with a reviewer;

(b) providing a discovery computing device;

(c) receiving by the reviewer computing device, a conversation-specific file transmitted by the discovery computing device, the conversation-specific file comprising message content and a first metadata category;

(d) transmitting by the reviewer computing device, a filter request to the discovery computing device requesting that the message content for the conversation-specific file be filtered by selecting or deselecting the message content for display by the reviewer computing device according to the first metadata category;

(e) searching by the discovery computing device, the conversation-specific file for message content according to the first metadata category;

(f) filtering by the discovery computing device, the message content by selecting or deselecting the message content for display by the reviewer computing device according to the first metadata category; and

(g) receiving by the reviewer computing device, the filtered message content transmitted by the discovery computing device.

9. A system for electronic document review comprising:

a first processor associated with a reviewer;

a second processor associated with a discovery device; and

a data storage device including a non-transitory computer-readable medium having computer readable code for instructing the processors, and when executed by the processors, the processors perform operations comprising:

(a) parsing by the second processor, a source file into at least one conversation-specific file, the conversation-specific file comprising message content and a first metadata category;

(b) transmitting from the second processor to the first processor the message content and the first metadata category for the at least one conversation-specific file;

(c) searching by the second processor, the at least one conversation-specific file for message content according to the first metadata category;

(d) filtering by the second processor, the message content by selecting or deselecting the message content for display by the first processor according to the first metadata category; and

(e) transmitting the filtered message content from the second processor to the first processor.

10. The system of claim 9 wherein the first metadata category is a participant identifier.

11. The system of claim 9 wherein the first metadata category is a participant-entity identifier.

12. The system of claim 9 wherein:

(a) the at least one conversation-specific file further comprises a second metadata category;

(b) the first metadata category is a participant-entered event, and the second metadata category is a participant-left event; and

(c) the message content is filtered according to the participant-entered and the participant-left events by selecting or deselecting message content for display by the first processor.

13. The system of claim 9 wherein the at least one conversation-specific file message content comprises disclaimer text and the processors are further configured to perform operations comprising:

(a) filtering by the second processor, the disclaimer text from the message content by selecting or deselecting the disclaimer text for display by the first processor; and

(b) transmitting the filtered message content from the second processor to the first processor.

14. The system of claim 9 wherein the processors are further configured to perform operations comprising:

(a) searching by the second processor, the at least one conversation-specific file according to the first metadata category and a first metadata category value; and

(b) transmitting the conversation-specific file from the second processor to the first processor, if the conversation-specific file includes the first metadata category and the first metadata category value.

15. The system of claim 14 , wherein the first metadata category is selected from the group consisting of a session duration, a participant count, a participant identifier, and an entity identifier.

16. A system for electronic document review comprising:

a processor associated with an electronic discovery system; and

a data storage device including a non-transitory computer-readable medium having computer readable code for instructing the processor, and when executed by the processor, the processor performs operations comprising:

(a) parsing a source file into at least one conversation-specific file, the at least one conversation-specific file comprising message content and a first metadata category;

(b) displaying the message content and the first metadata category for the at least one conversation-specific file;

(c) searching the at least one conversation-specific file for message content according to the first metadata category;

(d) filtering the message content by selecting or deselecting the message content for display according to the first metadata category; and

(d) displaying the filtered message content.