IP Library Granted Patent US 9,460,164
Granted Patent B2
US 9,460,164 · App. 13/973,920 · Granted Oct 4, 2016

Apparatus and method for single action approval of legally categorized documents

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Quick Facts
Patent No.
US 9,460,164
App. No.
13/973,920
Granted
Oct 4, 2016
Kind
B2
Abstract

A computer readable storage medium includes executable instructions to display a document with legal categorizations. The legal categorizations are accepted and invoke a subsequent document for viewing with a single input action. The subsequent document is displayed. Revised legal categorizations are received. The revised legal categorizations are accepted and invoke an additional document for viewing with a single input action.

Claims (45)

1. A non-transitory computer readable storage medium having embodied thereon a program, the program being executable by a processor to perform a method to view documents with legal categories, the method comprising:

providing example documents representative of specified legal criteria defining a legal category;

categorizing documents based on the specified legal criteria exemplified by the example documents;

assigning confidence levels to legal categorizations of at least one of the categorized documents;

loading categorized documents consistent with the legal category into a queue;

assigning template buttons to the categorized documents, the template buttons having a pre-populated coding schema;

transmitting to display a categorized document from the queue; and

in response to a single input action, accepting one or more classifications associated with the legal category of the categorized document and with the single input action invoking a subsequent categorized document from the queue for viewing.

2. The non-transitory computer readable storage medium of claim 1 , wherein the specified legal criteria is responsiveness.

3. The non-transitory computer readable storage medium of claim 1 , wherein the specified legal criteria is attorney-client privilege.

4. The non-transitory computer readable storage medium of claim 1 , wherein the specified legal criteria is attorney work product.

5. The non-transitory computer readable storage medium of claim 1 , wherein the specified legal criteria is an identified issue.

6. The non-transitory computer readable storage medium of claim 1 , wherein the specified legal criteria is an identified subject.

7. The non-transitory computer readable storage medium of claim 1 , wherein the method further comprises displaying highlighted document text associated with the confidence levels.

8. The non-transitory computer readable storage medium of claim 1 , wherein the step of, in response to a single input action, accepting one or more classifications associated with the legal category of the categorized document and with the single input action invoking a subsequent categorized document from the queue for viewing further comprises defining a graphical user interface button to facilitate the single input action.

9. The non-transitory computer readable storage medium of claim 1 , the method further comprising refining the legal category based on ongoing user data input.

10. The non-transitory computer readable storage medium of claim 1 , wherein the step of loading categorized documents consistent with the legal category into a queue further comprises loading commonly categorized documents adjacent to one another in the queue.

11. The non-transitory computer readable storage medium of claim 1 , wherein the confidence levels are assigned based on the specified legal criteria.

12. The non-transitory computer readable storage medium of claim 1 , wherein the confidence levels are assigned based on a user input.

13. A method for viewing documents with legal categories via a computer having instructions stored in memory, the method comprising:

executing instructions stored in memory by a processor to:

provide example documents representative of specified legal criteria defining a legal category;

categorize documents based on the specified legal criteria exemplified by the example documents;

assign confidence levels to legal categorizations of at least one of the categorized documents;

assign template buttons to the categorized documents, the template buttons having a pre-populated coding schema;

load categorized documents consistent with the legal category into a queue;

transmit to display a categorized document from the queue; and

in response to a single input action, accept one or more classifications associated with the legal category of the categorized document and with the single input action invoke a subsequent categorized document from the queue for viewing.

14. The method of claim 13 , wherein the specified legal criteria is responsiveness, attorney-client privilege, attorney work product, identified issue, identified subject, or any combination thereof.

15. The method of claim 13 , further comprising displaying highlighted document text associated with the confidence levels.

16. The method of claim 13 , wherein the step of, in response to a single input action, accepting one or more classifications associated with the legal category of the categorized document and with the single input action invoking a subsequent categorized document from the queue for viewing further comprises defining a graphical user interface button to facilitate the single input action.

17. The method of claim 13 , further comprising refining the legal category based on ongoing user data input.

18. The method of claim 13 , wherein the step of executing instructions stored in memory to load categorized documents consistent with the legal category into a queue further comprises loading commonly categorized documents adjacent to one another in the queue.

19. A system for displaying documents with legal categories, the system comprising:

a memory configured to store documents; and

a processor configured to execute instructions stored in memory to:

provide example documents representative of specified legal criteria defining a legal category;

categorize documents based on the specified legal criteria exemplified by the example documents;

assign confidence levels to legal categorizations of at least one of the categorized documents;

assign template buttons to the categorized documents, the template buttons having a pre-populated coding schema;

load categorized documents consistent with the legal category into a queue;

transmit to display a categorized document from the queue; and

in response to a single input action, accept one or more classifications associated with the legal category of the categorized document and with the single input action invoke a subsequent categorized document from the queue for viewing.

20. The system of claim 19 , wherein the specified legal criteria is responsiveness, attorney-client privilege, attorney work product, identified issue, identified subject, or any combination thereof.

21. The system of claim 19 , wherein the step of loading categorized documents consistent with the legal category into a queue further comprises loading commonly categorized documents adjacent to one another in the queue.

Assignments (6)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 15, 2026
From: OPEN TEXT HOLDINGS, INC.
To: OPEN TEXT INC.
Reel/Frame 074362/0745 →
MERGER Recorded Jul 20, 2018
From: RECOMMIND, INC.
To: OPEN TEXT HOLDINGS, INC.
Reel/Frame 046414/0847 →
CHANGE OF ADDRESS Recorded Jul 13, 2017
From: RECOMMIND, INC.
To: RECOMMIND, INC.
Reel/Frame 043187/0308 →
CHANGE OF ADDRESS Recorded Jun 13, 2017
From: RECOMMIND, INC.
To: RECOMMIND, INC.
Reel/Frame 042801/0885 →
CHANGE OF ADDRESS Recorded Aug 25, 2016
From: RECOMMIND, INC.
To: RECOMMIND, INC.
Reel/Frame 039824/0653 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 5, 2013
From: PUZICHA, JAN; TENNANT, ROBERT
To: RECOMMIND, INC.
Reel/Frame 031147/0875 →