Maura Grossman and Gordon Cormack trademarked the terms "Continuous Active Learning" and CAL in 2015, claiming those terms' first commercial use on April 11, 2013 and January 15, 2014.
In an ACEDS interview earlier in the year, Grossman asserted that "The primary purpose of our patents is defensive; that is, if we don't patent our work, someone else will, and that could inhibit us from being able to use it. Similarly, if we don't protect the marks “Continuous Active Learning” and “CAL” from being diluted or misused, they may go the same route as technology-assisted review and TAR."
Citing Grossman and Cormack, the CAL method was deemed by the Honorable Judge Andrew Peck in Rio Tinto v. Vale to be less reliant on seed set transparency, one of the stumbling blocks attorneys have raised in the adoption of TAR.
Recommind is no stranger to the US Patent and Trademark Office. In 2011, USPTO signaled that the "predictive coding" mark was "too broad" and Recommind instead chose to focus on their patent for technology assisted review. Recommind contends in its current challenge that the trademark claims for CAL and continuous active learning should not be granted because they are generic or because they are so highly descriptive that they are incapable of acquiring distinctiveness as trademarks.
At publication time, Recommind was granted an extension by the USPTO due to settlement negotiations. The current case discovery conference deadline is January 27, 2017, right before Legal Tech NY.
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