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