Legal Hold Pro is the fastest and simplest way to manage the legal hold
notification and compliance process. The on-demand service streamlines the
practice of issuing legal holds and reduces exposure via an automated and defensible
process.
Now that the legal hold process is codified as part of the Federal Rules of Civil
Procedure, managing compliance effectively and efficiently is critical. Using Legal
Hold Pro is the secure method for implementing a defensible way to communicate with
custodians.
How Legal Hold Pro Works
CREATE – Starting a Legal Hold
Click “Initiate Hold” and a new form opens.
Enter the custodians to receive the hold, and copy observers.
Set a due date for custodian acknowledgement.
Input the contents of the legal hold notice and attach any additional documents.
Use a pre-loaded template that reinforces a repeatable process and speeds implementation.
ISSUE – One-click responses by custodians
Click on “Send Hold” button.
Custodians will receive a 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 legal hold.
Legal Hold Pro will send automatic reminders as the due date approaches.
TRACK – Dashboard updates in real-time
The Legal Hold Center displays the current status of all legal holds.
Create custodial interview questions that can be administered consistently in order to show repeatable process.
REFRESH – Simple process to reissue hold
Observe best practices by sending routine reminders.
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, a complete audit trail can be prepared rapidly as a printed document or forwarded in an email.
