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Breakwater Solutions LLC

John T Ritter

Philip L Richards

David Matthew Shub

Yerachmiel Tzvi Messing

James Kenneth Wagner, Jr

Stephen John Barsony

Stephen H Schreiber

Macyl A Burke

Daniel K Blair

Gregory R Sheaffer

Merideth L Helgeson

A method and system for tracking the history of possession, activity, and changes related to an electronic document after its creation includes a document in a file system on an computing device having linked metadata which tracks hash values that update when a user performs a document action. Each hash value indicates a fixed document state. The metadata stores hash value identifiers associated with the initial document state and the document state right before the most recent document action and a list of identifiers associated with every state of the document in its history. The method and system allows for branching of multiple documents from a common state, identified by a common hash value and includes components to visualize a document's lineage. The method and system also includes the ability to store information in a document regarding similar, or near duplicate, documents that do not share the same lineage.

Method and system for document lineage tracking

A sampler tool for an electronic discovery system implementing an electronic discovery workflow is provided. The sampler tool defines a workflow, identifies, a data set, then calculates results and generates reports and archival records. In particular, the sampler tool calculates and/or obtains various metrics characterizing the workflow and generates reports based on such metrics. These reports can serve as historical snapshots which can be used for quality control purposes and/or to provide support regarding the efficacy of the data selection process or large-scale document review in the context of the electronic discovery process. Related apparatus, systems, techniques and articles are also described.

Electronic discovery system with statistical sampling

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Charlotte, NC, United States of America

John T Ritter