IP Library Patent Application 14335180
Patent Application
App. No. 14/335,180

METHOD AND SYSTEM FOR SELECTIVE PRESERVATION OF MATERIALS RELATED TO DISCOVERY

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Quick Facts
Patent No.
US None
App. No.
14/335,180
Abstract

A method and system for selective preservation of materials related to discovery is described herein. The method includes the step of receiving at a computing device a preservation notification based on a litigation event against an enterprise that warrants preservation of related documents. In response to the receipt of the preservation notification, the computing device can be placed in a preservation mode. As part of the preservation mode, materials from at least enterprise materials on the computing device that are to be preserved for discovery can be identified. In addition, the computing device may be a personal computing device of an associate of the enterprise. The method can also include the step of automatically creating back-up copies of the identified materials to comply with preservation requirements related to the litigation event.

Claims (40)

1 . A method for selective preservation of materials related to discovery, comprising:

receiving at a computing device a preservation notification based on a litigation event against an enterprise that warrants preservation of related documents;

in response to the receipt of the preservation notification, placing the computing device in a preservation mode;

as part of the preservation mode, identifying materials from at least enterprise materials on the computing device that are to be preserved for discovery, wherein the computing device is a personal computing device of an associate of the enterprise; and

automatically creating back-up copies of the identified materials to comply with preservation requirements related to the litigation event.

2 . The method according to claim 1 , further comprising:

detecting the creation or receipt of new enterprise materials on the computing device;

determining whether the new enterprise materials on the computing device should be preserved for discovery; and

selectively and automatically creating back-up copies of the new enterprise materials based on the determination of whether the new enterprise materials should be preserved for discovery.

3 . The method according to claim 1 , wherein automatically creating back-up copies of the identified materials includes transferring the back-up copies to a memory that is remote from the computing device.

4 . The method according to claim 1 , wherein the enterprise materials are associated with a workspace container that is part of the computing device.

5 . The method according to claim 1 , wherein the enterprise materials are only associated with secure applications that are installed on the computing device.

6 . The method according to claim 1 , further comprising preventing the deletion of the identified materials as part of the preservation mode.

7 . The method according to claim 1 , further comprising encrypting at least a portion of the back-up copies of the identified materials.

8 . The method according to claim 1 , wherein identifying materials from at least enterprise materials on the computing device comprises analyzing electronic documents for predetermined key words or phrases.

9 . A method for selective preservation of materials related to discovery, comprising:

receiving at a computing device a preservation notification based on a litigation event against an enterprise that warrants preservation of related documents, wherein the computing device is a managed device associated with the enterprise;

in response to the receipt of the preservation notification, placing the computing device in a preservation mode;

as part of the preservation mode, identifying materials from only enterprise materials on the computing device for preservation for discovery; and

automatically creating back-up copies of the identified materials to comply with preservation requirements related to the litigation event.

10 . The method according to claim 9 , wherein the enterprise materials are limited to materials associated with secure applications that have been installed on the computing device.

11 . The method according to claim 10 , wherein at least one of the secure application is a secure email application.

12 . The method according to claim 9 , further comprising:

transferring the back-up copies to a remote storage; and

as part of this transfer, encrypting the back-up copies.

13 . The method according to claim 9 , wherein the preservation notification identifies which materials are required to be preserved, which applications or programs installed on the computing device are affected, when the preservation mode should be entered, the identity of the opposing party in the litigation event or the destination for the back-up copies.

14 . A computing device that is associated with an enterprise, comprising:

an interface that is configured to receive a preservation notification based on a litigation event against the enterprise, wherein the litigation event warrants preservation of related documents and the computing device is a managed device with respect to the enterprise; and

a preservation engine, wherein the preservation engine is configured to—in response to the preservation notification:

place the computing device in a preservation mode;

while in the preservation mode, identify materials on the computing device that are to be preserved for discovery; and

automatically create back-up copies of the identified materials to comply with preservation requirements related to the litigation event.

15 . The computing device according to claim 14 , further comprising an encryption engine that is configured to encrypt the automatically created back-up copies.

16 . The computing device according to claim 14 , wherein the preservation engine is further configured to identify the materials to be preserved by initiating an analysis of electronic documents for key words or phrases.

17 . The computing device according to claim 14 , wherein the interface is further configured to transfer the back-up copies to a remote storage location.

18 . The computing device according to claim 14 , wherein one or more parties other than the enterprise are given access to the remote storage location.

19 . The computing device according to claim 14 , wherein the identified materials are limited to materials associated with secure applications that have been installed on the computing device, and at least one of the secure applications is a secure email application.

20 . The computing device according to claim 14 , wherein the preservation engine is further configured to:

detect the presence of new enterprise materials on the computing device; and

selectively and automatically creating back-up copies of the new enterprise materials based on whether the new enterprise materials should be preserved for discovery.

Assignments (3)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 28, 2018
From: NI, HAO
To: OPENPEAK LLC
Reel/Frame 047675/0378 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 9, 2017
From: OPENPEAK, INC.
To: OPENPEAK LLC
Reel/Frame 042752/0945 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 22, 2014
From: BROWN, LARRY G.; DIETZ, CARSTEN
To: OPENPEAK INC.
Reel/Frame 033362/0556 →