Legal Hold Service

Legal Hold administration has never been easier or more compliant than when using Legal Hold Service.

Legal Hold Service backed by Legal Hold Pro technology is the most compliant way to automate legal hold and track the notification process. The on-demand service streamlines the practice of issuing legal holds, and reduces exposure via an automated and defensible process.

The legal hold process is codified as part of the Federal Rules of Civil Procedure and reinforced by numerous subsequent judicial opinions (see Resources).  Managing compliance effectively and efficiently is critical in discovery. Using Legal Hold Service is the secure method for implementing a defensible way to communicate legal hold obligations to custodians throughout discovery.

Two Service Model Choices to Meet Your Needs

  • Software-as-a-Service – You administer the processing using Legal Hold Pro SaaS
  • Administrator – We provide an expert administrator to manage legal hold process for you

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Request Demo

Call 206-567-0069 to Request Demo Today!

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HOW LEGAL HOLD SERVICE WORKS

INITIATING A NEW LEGAL HOLD
  • Contact Legal Hold Service to “Initiate Hold”
  • Provide draft Legal Hold and notification recipients list (custodians and cc recipients) to Legal Hold Service Administrator
  • Legal Hold Service Administrator inputs the contents of the legal hold notice and attaches any additional documents to the “Hold”
  • Draft “Hold” is sent to Lawyer for review and approval
  • Once approved Legal Hold Service Administrator issues “Hold”
  • Administrator reports to Lawyer as scheduled
TRACKING CUSTODIAN’S RESPONSE
  • Custodians will receive a professionally formatted email telling them their action is required
  • By clicking on the embedded “I Accept” or “Contact Me” button, custodians will acknowledge receipt of the notification
  • Custodian interview questionnaires can be included to solicit additional feedback
  • Legal Hold Service Administrator sends routine reminders to past due recipients
  • Lawyer receives regular reports on Hold status
INFORMATION TRACKED
  • The Legal Hold Center displays the current status of acknowledgements for each legal hold and any alerts
  • All actions associated with sending, acknowledging, updating, reminding and releasing a hold are automatically tracked
  • Lawyers receive regularly scheduled reports of hold status
REMINDER PROCESS AND HOLD RELEASE
  • Ensure best practices by sending periodic reminders to active custodians – 30, 60, 90 days and more
  • Revise and reissue a hold easily, with all versions tracked by the system
  • Holds that are released are tracked and reported on
AUDIT TRAIL OFFERS DEFENSE
  • All the information is saved in a single database and a complete audit trail is prepared as either a printed report or export to Excel upon request

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T 206-567-0069
W www.legalholdservice.com
E info@legalholdservice.com

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