Enovate Medical, LLC v. Definitive Technology Group, LLC

Filing 31

Judge Richard G. Stearns: ORDER entered granting 30 Motion for Protective Order per the parties' agreement. (Tang, Danni)

Case 1:18-cv-10296-RGS Document 30-1 Filed 07/06/18 Page 1 of 10

UNITED STATES DISTRICT COURT
DISTRICT OF MASSACHUSETTS
ENOVATE MEDICAL, LLC,
Plaintiff/Counterclaim Defendant,
v.

Civil Action No. 1:18-cv-10296-RGS

DEFINITIVE TECHNOLOGY GROUP, LLC,
Defendant/Counterclaimant.
AGREED PROTECTIVE ORDER
I.

INTRODUCTION
The parties, by their undersigned counsel, pursuant to Fed. R. Civ. P. 26(c)(1), hereby

stipulate to the following provisions of this Agreed Protective Order.
II.

SCOPE OF PROTECTED INFORMATION
In the course of discovery in this action, the parties may be required to produce

information that constitutes, in whole or in part, protected information such as trade secrets, nonpublic research and development, commercial or financial information, or other information that
may cause harm to the producing party or a non-party. The parties anticipate production of the
following categories of protected information: trade secrets, financial information, product
research, non-public information about products and potential products, confidential agreements,
customer information and communications, manufacturer information and communications, and
internal communications.
III.

DESIGNATION OF PROTECTED INFORMATION
A.

Scope:

This Order governs the production and handling of any protected

information in this action. Any party or non-party who produces protected information in this
action may designate it as “Confidential” or “Attorneys’ Eyes Only” consistent with the terms of

Case 1:18-cv-10296-RGS Document 30-1 Filed 07/06/18 Page 2 of 10

this Order. “Designating Party” means the party or non-party who so designates the protected
information; “Receiving Party” means the party or non-party to whom such information was
produced or disclosed. Whenever possible, the Designating Party must designate only those
portions of a document, deposition, transcript, or other material that contain the protected
information and refrain from designating entire documents. Regardless of any designations
made hereunder, the Designating Party is not otherwise restricted from use or disclosure of its
protected information outside of this action. In addition, any party may move to modify or seek
other relief from any of the terms of this Order if it has first tried in writing and in good faith to
resolve its needs or disputes with the other party(ies) pursuant to the terms of this Order.
B.

Application to Non-Parties: Before a non-party is given copies of designated

information as permitted hereunder, it must first sign the acknowledgment to be bound to these
terms that is attached hereto as Exhibit A; if it fails to do so, the parties to this action must
resolve any such dispute before making disclosure of designated information as permitted
hereunder to the non-party. If a non-party wishes to make designations hereunder, it must first
sign the acknowledgment to be bound to these terms that is attached hereto as Exhibit A.
C.

Timing and Provisional Protection: Designations may be made at any time. To

avoid potential waiver of protection hereunder, the Designating Party should designate
information at the time of production or disclosure, including on the record during the taking of
any testimony. Deposition testimony will be deemed provisionally protected as Attorneys’ Eyes
Only for a period of 30 days after the transcript is released to the parties by the court reporter,
although the parties may agree at any time to different timelines of provisional protection of
information as Confidential or Attorneys’ Eyes Only as part of one or more specific depositions.
To retain any designations beyond the provisional period, a Designating Party must designate

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specific pages and lines of deposition testimony before the provisional period has expired. Such
designations must be made in writing so that all counsel and court reporters may append the
designation to all copies of the transcripts.
D.

Manner of Designation:

Information may be designated hereunder in any

reasonable manner or method that notifies the Receiving Party of the designation level and
identifies with specificity the information to which the designation applies. If made verbally, the
Designating Party must promptly confirm in writing the designation. Whenever possible, the
Designating Party should stamp, affix, or embed a legend of “CONFIDENTIAL” or
“ATTORNEYS’ EYES ONLY” on each designated page of the document or electronic image.
IV.

CHALLENGES TO DESIGNATED INFORMATION
In the event that a Receiving Party disagrees at any time with any designation(s) made by

the Designating Party, the Receiving Party must first try to resolve such challenge in good faith
on an informal basis with the Designating Party. The Receiving Party must provide written
notice of the challenge and the grounds therefor to the Designating Party, who must respond in
writing to the challenge within 15 days. In the event the parties are unable to resolve the dispute,
the Receiving Party may file a Motion with the Court to change the disputed designation of the
designated information. At all times, the Designating Party carries the burden of establishing the
propriety of the designation and protection level. Unless and until the challenge is resolved by
the parties or ruled upon by the Court, the designated information will remain protected under
this Order. The failure of any Receiving Party to challenge a designation does not constitute a
concession that the designation is proper or an admission that the designated information is
otherwise competent, relevant, or material.

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V.

LIMITED ACCESS/USE OF PROTECTED INFORMATION
A.

Restricted Use: Information that is produced or exchanged in the course of this

action and designated under this Order may be used solely for the preparation, trial, and any
appeal of this action, as well as related settlement negotiations, and for no other purpose, without
the written consent of the Designating Party. No designated information may be disclosed to any
person except in accordance with the terms of this Order.

All persons in possession of

designated information agree to exercise reasonable care with regard to the custody, use, or
storage of such information to ensure that its confidentiality is maintained. This obligation
includes, but is not limited to, the Receiving Party providing to the Designating Party prompt
notice of the receipt of any subpoena that seeks production or disclosure of any designated
information and consulting with the Designating Party before responding to the subpoena. Any
use or disclosure of Confidential or Attorneys’ Eyes Only information in violation of the terms
of this Order may subject the disclosing person or party to sanctions.
B.

Access to “Confidential” Information: The parties and all persons subject to this

Order agree that information designated as “CONFIDENTIAL” may only be accessed or
reviewed by the following:
1. The Court, its personnel, and court reporters;
2. Counsel of record for any party in this action and their employees who assist
counsel of record in this action and are informed of the duties hereunder;
3.

The parties, including their agents and employees who are assisting or have
reason to know of this action, so long as each such agent or employee has
signed the acknowledgment to be bound to these terms that is attached hereto
as Exhibit A;

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4. Experts or consultants employed by the parties or their counsel for purposes of
this action, so long as each such expert or consultant has signed the
acknowledgment to be bound to these terms that is attached hereto as Exhibit
A; and
5. Other witnesses or persons with the Designating Party’s consent or by court
order.
C.

Access to “Attorneys’ Eyes Only” Designations:

The parties and all persons

subject to this Order agree that information designated as “ATTORNEYS’ EYES ONLY” may
only be accessed or reviewed by the following:
1. The Court, its personnel, and court reporters;
2. Counsel of record for any party in this action and their employees who assist
counsel of record in this action and are informed of the duties hereunder;
3.

The following representatives for each party, who must also sign the
acknowledgment to be bound to these terms that is attached hereto as Exhibit
A:
(a) For Plaintiff: Bob Brolund;
(b) For Defendant: Patrick Ney;

4. Experts or consultants employed by the parties or their counsel for purposes of
this action, so long as each such expert or consultant has signed the
acknowledgment to be bound to these terms that is attached hereto as Exhibit
A; and
5. Other witnesses or persons to whom the Designating Party agrees in advance
of disclosure or by court order.

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D.

Review of Witness Acknowledgments:

At any time and for any purpose,

including to monitor compliance with the terms hereof, any Designating Party may demand to
review all copies of Exhibit A in any Receiving Party’s possession. The Receiving Party must,
within 3 business days of the demand, provide all such copies to the Designating Party making
the demand. Notwithstanding the foregoing, if the Receiving Party has retained an expert whose
identity has not yet been disclosed to the Designating Party, the Receiving Party may generically
identify how many acknowledgments that it has in its possession attributable to non-disclosed
experts, whose acknowledgements must later be provided contemporaneously with any reports
issued by one or more of said experts. If a Receiving Party is not required to disclose the identity
of any consulting experts, it may not be compelled to produce any acknowledgments from those
experts to the Designating Party. However, if the Designating Party provides to the Court
evidence of breach of this Order via unauthorized leak of designated information, the Court may
require an in camera production of all acknowledgments held by a Receiving Party in order to
determine breach and consider enforcement of this Order.
E.

Non-Waiver Effect of Designations: Neither the taking of, nor the failure to take,

any action to enforce the provisions of this Order, nor the failure to object to any designation,
will constitute a waiver of any party’s claim or defense in this action or any other action or
proceeding, including but not limited to a claim or defense that any designated information is or
is not confidential, is or is not entitled to particular protection, or embodies or does not embody
information protectable by law.
F.

In-Court Use of Designated Information: If information designated pursuant to

this Order will or may be offered in evidence at a hearing or trial, then the offering party must
give five (5) business days advance written notice to the party or non-party that designated prior

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to offering the information so that any use or disclosure may be addressed in accordance with the
Court’s case-management or other pre-trial order, or by a motion in limine. If any party seeks to
file designated information pursuant to this Order as part of a Motion, Memorandum or other
written submission to the Court or an exhibit or attachment to such document, the party must file
the designated information under seal pursuant to the Court’s rules governing sealing and/or
impoundment of documents and evidence.
Nothing in this Order shall be construed as a waiver by a party of any objections that may be
raised as to the admissibility at trial of any evidentiary materials.
VI.

CLAW-BACK REQUESTS
A.

Failure to Make Designation: If, at any time, a party or non-party discovers that it

produced or disclosed protected information without designation, it may promptly notify the
Receiving Party and identify with particularity the information to be designated and the level of
designation (the claw-back notification).

The Receiving Party may then request substitute

production of the newly-designated information. Within 30 days of receiving the claw-back
notification, the Receiving Party must (1) certify to the Designating Party it has appropriately
marked or, if substitute production has been requested, destroyed all unmarked copies that it
received, made, and/or distributed; and (2) if it was practicably unable to mark or destroy any
information because disclosures occurred while the Receiving Party was under no duty of
confidentiality under the terms of this Order regarding that information, the Receiving Party
must reasonably provide as much information as practicable to aid the Designating Party in
protecting the information, consistently with the Receiving Party’s attorney-client, work-product,
and/or trial-preparation privileges.

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B.

Inadvertent Production of Privileged Information:

If, at any time, a party

discovers that it produced information that it reasonably believes is subject to protection under
the attorney/client, work-product, or trial-preparation privileges, then it must promptly notify
each Receiving Party of the claim for protection, the basis for it, amend its privilege log if
applicable accordingly, and comply with Fed. R. Civ. P. 26(b)(5). Whenever possible, the
producing party must produce substitute information that redacts the information subject to the
claimed protection. The Receiving Party must thereupon comply with Fed. R. Civ. P. 26(b)(5) as
to the information subject to the claimed protection.
VII.

DURATION/CONTINUED RESTRICTIONS
A.

Handling of Designated Information Upon Conclusion of Action:

Upon

conclusion of this action, including all appeals, the Designating Party(ies) is/are responsible for
ensuring that any party or person to whom the party shared or disclosed designated information
in this action returns or destroys all of its copies, regardless of the medium in which it was
stored. Within 60 days after the later of dismissal of this action or expiration of all deadlines for
appeal, the Receiving Party(ies) must certify to each Designating Party that all designated
information hereunder has been destroyed by all parties and witnesses for whom that party is
responsible. No witness or party may retain designated information that it received from any
other party or non-party under this Order; only counsel of record are the authorized agents who
may retain one copy for their respective legal files, and who must also describe to the
Designating Party the extra steps taken to seal its legal file containing paper and/or electronic
copies of the designated information so that it is not accessed, used, or disclosed inconsistently
with the obligations under this Order. This provision does not apply to the Court or Court staff.

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B.

Continued Restrictions Under this Order: The restrictions on disclosure and use

of confidential information survive the conclusion of this action.
VIII. REQUESTS TO SEAL
This protective order does not authorize a party to file or maintain a document under seal.
Any party that seeks to file any document, or any portion of a document, under seal, and any
party that opposes its maintenance under seal, must comply the applicable rules of the Court.

AGREED BY:

ENOVATE MEDICAL, LLC
By counsel:

DEFINITIVE TECHNOLOGY GROUP, LLC
By counsel:

/s/ Matthew C. Cox__
Matthew C. Cox (TN Bar No. 028212)
Waller Lansden Dortch & Davis, LLP
511 Union Street, Suite 2700
Nashville, TN 37219
Phone: [phone]
[e-mail]
(Admitted pro hac vice)

/s/ Bradley M. Stohry
Bradley M. Stohry (Ind. Atty. No. 25820-49)
Reichel Stohry LLP
212 West 10th Street, Suite A-285
Indianapolis, IN 46202
Phone: [phone]
Fax: [phone]
[e-mail]
(Admitted pro hac vice)

Date: July 6, 2018

Date: July 6, 2018

Approved and So Ordered.
7/9/2018
Date

/s/ Richard G. Stearns_______________
U. S. District Court
District of Massachusetts

_

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EXHIBIT A
UNITED STATES DISTRICT COURT
DISTRICT OF MASSACHUSETTS
ENOVATE MEDICAL, LLC,
Plaintiff/Counterclaim Defendant,
Civil Action No. 1:18-cv-10296-RGS

v.
DEFINITIVE TECHNOLOGY GROUP, LLC,
Defendant/Counterclaimant.

AGREEMENT TO BE BOUND BY PROTECTIVE ORDER
The undersigned acknowledges having been provided with and having read the “Agreed
Protective Order” in this matter ("Protective Order"). The undersigned further agrees he/she (i)
is bound under the Protective Order, (ii) will comply with all of its provisions, and (iii) is subject
to the jurisdiction of the Court for all purposes arising under the Protective Order, including
enforcement of its terms.
[INSERT DATE & SIGNATURE BLOCK WITH WITNESS ATTEST]

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