SYSTEMS AND METHODS FOR ELECTRONIC DOCUMENT REVIEW
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.
1 . A computer-implemented method of electronic document review comprising the steps of:
(a) providing a computing device associated with a reviewer;
(b) providing a computing device associated with an electronic discovery system;
(c) parsing by the discovery computing device, a source file into one or more conversation-specific files, the conversation-specific files comprising message content and a first metadata category;
(d) transmitting the message content and the first metadata category from the discovery computing device to the reviewer computing device;
(e) filtering by the discovery computing device, the message content 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 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 participant-entered and the participant-left events.
5 . The method of claim 1 wherein the 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; and
(b) transmitting the filtered message content without the disclaimer text 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 one or more 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 computing device associated with a reviewer;
(b) providing a computing device associated with an electronic discovery system;
(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 be filtered according to the first metadata category; and
(e) 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 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 one or more conversation-specific files, the conversation-specific files comprising message content and a first metadata category;
(b) transmitting the message content and the first metadata category from the second processor to the first processor;
(c) filtering by the second processor, the message content according to the first metadata category; and
(d) 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 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 participant-entered and the participant-left events.
13 . The system of claim 9 wherein the 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; and
(b) transmitting the filtered message content without the disclaimer text 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 one or more 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 second processor to the first processor.
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 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 one or more conversation-specific files, the conversation-specific files comprising message content and a first metadata category;
(b) displaying the message content and the first metadata category;
(c) filtering the message content according to the first metadata category; and
(d) displaying the filtered message content.