Features and Benefits
- Defensible process for meeting your obligation for legal hold notification
- Streamlines workflow with templates and custodian interviews
- Embraced by Fortune 500, leading law firms and public agencies
- Secure, highly accessible and redundant data storage
- No software or hardware to install
- Easy to learn, no training required
- Affordable plans to fit organizations of every size
How Legal Hold Pro Works
CREATE – Initiating a new legal hold
- Click "Initiate Hold" and a new form opens
- Enter names of hold administrators and notification recipients (custodians and cc recipients)
- Input the contents of the legal hold notice and attach any additional documents
- Use templates to reinforce a repeatable process and speed implementation
- Click the "Send Hold" button
MANAGE – One-click responses by custodians
- Custodians will receive a professionally formatted email telling them their action is required
- By clicking on the embedded "I Accept" or "Contact Me" buttons, custodians will acknowledge receipt of the notification
- Custodian interview questionnaires can be included to solicit additional feedback
- Hold administrators can easily send routine reminders to past due recipients
TRACK – Dashboard updates in real-time
- The Legal Hold Center displays the current status of acknowledgements for each legal hold and alerts
- All actions associated with sending, acknowledging, updating, reminding and releasing a hold are automatically tracked
REMIND – Simple process to reissue hold
- Ensure best practices by sending periodic reminders to active custodians
- Revise and reissue a hold easily, with all versions tracked by the system
DEFEND – Produce a detailed audit trail
- All the information is saved in a single database and a complete audit trail prepared instantly as a printed report or export to Excel