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We know that one size does not fit all, that’s why Exterro is bringing its recognized enterprise expertise in legal hold to the Am Law 200 and corporations with light to moderate litigation needs. With Fusion Cloud Legal Hold, now any law firm or company can reduce its legal risk exposure without the in-house architecture or extensive integrations that large companies require.
Fusion Cloud Legal Hold delivers the same tools that Exterro’s Fortune 500 clients rely on, but through a simplified delivery model, with pricing tied directly to legal holds for predictable, attractive costing. With Fusion Cloud Legal Hold, legal teams can move off the chaotic multiple-spreadsheet approach, and begin sending and tracking defensible, automated legal hold notices in ten minutes or fewer.
Whether you're a law firm looking to expand your service offerings, a company with a light to moderate litigation load, or a multinational corporation handling large litigation projects, Fusion offers a legal hold solution that will meet your needs.
 
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Simple, defensible, automated notifications:
Driven by easy-to-use wizards, Fusion Cloud Legal Hold simplifies and automates the process of sending and managing legal hold notifications from a centralized, collaborative platform, delivering a streamlined, transparent and repeatable hold notification process.
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- Legal holds: Quickly create or import legal holds and custodian lists at the push of a button. Legal holds are directly tied to billing, so you can buy only what you need now, and add more as your business grows.
- Templating: Create consistency in legal hold messaging and efficiency in legal hold processes. Include e-mail links so custodians can quickly review and acknowledge or ask questions of the legal team.
- Auto-generated notifications, reminders and escalations: Automatic, periodic reminders are sent to custodians on hold to facilitate good-faith efforts and reduce spoliation. Automatic escalation notices are sent to notification creators for follow-up.
- Integration: Matter management integration eliminates duplication of efforts and enables you to maintain your current technology investments. Simplified custodian upload from CSV or Excel.
- One-click release: Quick release reduces collection costs.
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Predictable pricing:
Fixed cost per active legal hold with an unlimited number of custodians. |
- Enables easy pass-through costing to law firms’ clients, delivering competitive advantage in a tight market.
- Predictable, attractive costing with no infrastructure investments or implementation fees for corporations with light to moderate litigation loads.
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Optional Integrations:
Integrations through CSV file, web services or FTP site ensure the legal team is alerted when key changes in employee statuses occur, and enable historical scoping of custodians. |
- HR Adapter: The Fusion platform has built in HR adapter integration capabilities, ensuring the legal team is alerted to key changes in employee status occur, and enables historical scoping of custodians.
- Matter Management Adapter: Fusion can be seamlessly integrated with a third-party matter management tool to reduce rework and ensure the legal teams can maintain their current technology investments.
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Visibility into compliance:
Comprehensive, exportable reports deliver complete visibility into legal hold compliance to reduce the risk of liability. Matter, legal hold, and sign-in reports with auto-generated time and date stamps can be exported to Excel at the push of a button.
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- Acknowledgement tracking: Automatically tracks acknowledgements with time and data stamps.
- Audit trails: Activity logs automatically record event history, user and sign-in history to track all changes and communications.
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Secure access:
Fusion Cloud Legal Hold offers a highly secure environment built on Exterro’s proven centralized, collaborative Fusion platform.
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- Out-of-the-box role-based access controls deliver secure access to partners, vendors or clients with no additional fee.
- Exterro hosts all data on caged, redundant servers, and it’s SAS 70 Type II compliant.
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Quick, accurate scoping:
Comprehensive, configurable interview management tools allow legal teams to automate the interview process. Design your own questionnaires and interview custodians quickly and defensibly, saving time in scoping custodians and interviewees for discovery activities.
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If you would like to see a demo of Exterro, please register below and we will contact you.
Thank you for your interest in Exterro. One of our representatives will contact you.
Doing more with less: Expand e-discovery services and stay compliant
When it comes to legal holds, “mea culpa” just won’t cut it. That’s why Exterro’s made its solution for defensible legal hold process control available as a ubiquitous utility, so law firms and their clients can remain compliant with Judge Scheindlin’s new guidelines for defensibility, expand their e-discovery services, and gain competitive business advantage.
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Doing more with less: Expand e-discovery services and stay compliant
When it comes to legal holds, “mea culpa” just won’t cut it. That’s why Exterro’s made its solution for defensible legal hold process control available as a ubiquitous utility, so law firms and their clients can remain compliant with Judge Scheindlin’s new guidelines for defensibility, expand their e-discovery services, and gain competitive business advantage.
- Select custodians and data stewards:
Excel and CSV uploads make scoping new legal holds quick and easy, and matter management integrations reduce duplicated efforts and keep hold information current
- Send notices: Pre-formatted, configurable template notices provide total defensibility
- Track responses: Responses are tracked in real time, with time and date stamps available in exportable reports
- Send reminders and escalations: Set and forget automatic reminder notices and send escalation notices to non-responsive custodians
- Release hold: One-click release saves time in lifting the preservation obligation
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