Here is everything you need to know to master Legal Hold Pro:
Learn your way around in a few clicks —
You can get anywhere you want to go by using the navigation bar in the
upper right corner. You’ll see tabs for Home which takes you to the Hold Center, How It Works, Blog and My
Settings. Just below them, you’ll see a few more choices appear once a tab is selected.
The Hold Center keeps you in control —
The Hold Center is where you can see the status of all of your
active Legal Holds. By scanning down the page, you can see the holds you've sent and who has complied. Along
with those who have requested more information. Hover over the status bar to see a list of recipients ans their
responses, or hover over the Matter and see a drop down of the Legal Hold.
Creating a Legal Hold is simple —
Sending a Legal Hold is as easy as sending an email. The following steps will get you started:
Click the Initiate Legal Hold button
Enter the Matter Name, Id# and Hold Name
Optionally set a Due Date, Select a date for your Next Hold, and set the Priority Level
Enter the text of the Legal Hold to provide the custodian(s) details and parameters of the hold
If the Legal Hold requires information contained in a separate file, click Attach File
Click Send, and your proposal is on its way!
Add all of your Contacts for smoother operation —
Adding your Contacts to Legal Hold Pro will save you time by storing email addresses in your account. Adding them
via CSV file takes just minutes.
For more answers to questions, visit our FAQ or send us an email at support@legalholdpro.com and we’ll be
happy to help you.
