Secure backup and archiving of closed case files

Purpose

1. Automate the secure backup and archiving of closed patent case files to prevent data loss, ensure legal compliance, facilitate future retrieval, and enhance operational efficiency.

2. Automating this process guarantees consistent retention policies, encrypted storage, user access logs, and auditable archives for law firms managing patent documents.

Trigger Conditions

1. Automated trigger on status change to "Closed" in case management system.

2. Manual backup request for specific files/folders.

3. Scheduled automator event (e.g., nightly, weekly backups).

4. Detection of file inactivity for a defined period (e.g., 60 days).

5. Automated job completion event (filing, litigation).

6. System integration event (e.g., new file version uploaded).

Platform Variants

1. Google Drive

• API: Drive API – automate file move/copy to a secure "Closed Cases" folder with access restrictions.
  

2. Dropbox

• API: /files/move_v2 – automate secure file transfers and apply retention tags for closed cases.
  

3. Microsoft OneDrive

• Feature: Graph API – automate backup workflows to encrypted archival folders, logging all automations.
  

4. Box

• API: Content API – automate movement to "Legal Archive" and automatedly set permission levels.
  

5. Amazon S3

• Feature: S3 PutObject, Lifecycle Configuration – automate backup, use encryption, and automate archival transitions (GLACIER).
  

6. AWS Backup

• API: StartBackupJob – schedule automated encrypted backups for legal folders.
  

7. Azure Blob Storage

• API: Blob Service REST – automate file upload to long-term, immutable storage containers.
  

8. Backblaze B2

• API: b2_upload_file – automate upload, assign auto-expiry for compliance.
  

9. Wasabi

• API: S3-compatible – automate file backup and archive configuration using lifecycle policies.
  

10. Egnyte

• API: Public API – automate move-to-archive workflow, automate permission restrictions for closed cases.
  

11. SharePoint Online

• Feature: Document Library Automation – automate file archival using Power Automate triggers on metadata.
  

12. M-Files

• API: REST API – create automation to archive legal documents upon workflow status change.
  

13. NetDocuments

• API: ndThread API – automate transfer and restrict access when case status is "Closed".
  

14. iManage

• API: Work API – automate folder archiving using automation triggers in DMS integration.
  

15. OpenText

• API: Content Server REST – automate upload, apply legal holds and automate retention periods.
  

16. Tresorit

• API: Tresorit API – automate encrypted file archiving workflows based on automation triggers.
  

17. pCloud

• API: pCloud API – automate file movement to archival folders and automate permissions for legal security.
  

18. Nextcloud

• API: OCS API – automate file transfer, using automation to maintain audit trail.
  

19. Cryptomator

• API: CLI automation – automate encryption and backup of closed files.
  

20. Veritas Enterprise Vault

• API: REST API – automate ingestion of files for immutable legal archiving.
  

21. Commvault

• API: REST API – automate backup jobs specifically for patent document repositories.
  

22. Google Workspace Admin

• Feature: Vault API – automate application of retention and e-discovery policies to closed cases.
  

23. Slack

• API: Files API – automate export of closed case discussion files to secure archive.
  

24. Zapier

• Feature: Multi-step automation – automate transfer between different storage providers and apply meta-tagging.
  

25. Power Automate

• Feature: Scheduled/triggered flows – automate file movement between repositories with auditing.
  

Benefits

1. Automates compliance with data retention, backup, and legal archiving standards.

2. Automator reduces manual workload, enabling scalable, automatable legal document management.

3. Ensures encrypted, automatedly consistent archiving for data privacy and confidentiality.

4. Supports automated audit trails, increasing traceability and trustworthiness.

5. Streamlines restoration and e-discovery via fully automated indexing and retrieval.

6. Mitigates risks of human error, and automates disaster recovery for legal files.

7. Automation harmonizes multi-cloud and on-premises document strategies for law firms specializing in patents.