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Leveraging the Fusion workflow platform, users can ensure their data is always current, and IT and records management teams always know what holds are active in their system to take appropriate action. Fusion Legal Hold's automation is driven by wizards that simplify the process of creating a legal hold, identifying custodians and data, and issuing notifications. The result is a legal hold solution that provides the collaboration, automation, and usability required to provide a defensible approach to meeting today's complex litigation hold needs.
 
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Collaboration:
Fusion Legal Hold’s web-based, matter-centric system facilitates productive collaboration between internal and external teams, enabling efficient business processes.
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- Fusion Spaces: An email messaging system, a shared calendar, forums for discussion and document sharing provide a platform for collaboration.
- Interview management: Configurable tools allow legal teams to interview custodians and data stewards quickly and defensibly.
- Role-based access controls:Configurable user access is controlled by individual or team-based security roles.
- Compliance portal: Secure access to Fusion Legal Hold allows custodians to review, acknowledge and respond to legal hold notifications remotely. The compliance portal logs custodial-legal team interaction for complete process transparency.
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Data Preservation:
Fusion Legal Hold's open architecture allows clients to build a best-of-breed solution by integrating seamlessly with leading data preservation technologies to ensure authenticity of custodial and data source information.
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- Integration with third-party technologies: Connects to any data preservation, e-mail archiving and collection tool, as well as HR and matter management systems Delivers cost savings by allowing users to maintain previous technology investments.
- Cross-matter hold histories: Provides a bird's-eye view of all holds across all matters, custodians and data sources. See, at a glance, what records and data systems are affected by litigation holds.
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Notifications:
Fusion Legal Hold automatically sends and manages all legal hold notices from a common platform, delivering a streamlined, transparent and repeatable hold notification process.
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- Custodial and NCDS data map: Integrates with HR and IT systems to feed the front end of the legal hold process with global lists of custodians and data sources.
- Proactive scoping: Choose relevant custodians and data systems from the data map to receive hold notices. Remove irrelevant custodians and systems from holds, reducing unnecessary data retention and collection costs.
- Alerts: Intelligent workflows are triggered when a custodians' employment status changes, allowing potentially critical data to evade untimely destruction.
- 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 nonresponsive custodians and their supervisors.
- Release: Reduce retention and collection costs by releasing hold obligations with the click of a mouse once they're fulfilled, or at any time for individual custodians or data sources.
- Templating: Messaging templates create consistency in legal hold messaging and workflow templates create efficiency in legal hold processes.
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Process Transparency:
With robust activity logs, chain-of-custody reports and comprehensive tracking and auditing systems, Fusion Legal Hold delivers a thoroughly defensible approach to the litigation hold process.
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- Activity logs: Audit trails automatically record event history, user history and reports delivering provable defensibility.
- Chain-of-custody: Automatically tracks all electronically stored information from the moment it enters the system, preserving change history and ensuring document authenticity.
- Reports: Export matter, legal hold, security and audit trail data to Excel and similar applications using comprehensive reporting capabilities.
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EU Compliance:
Fusion Legal Hold's flexible framework enables legal teams to manage litigation holds that are affected by European Union privacy rules.
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- Self-collection and self-certification: Custodians can identify and upload relevant documents; custodians may answer interview questions remotely via a customizable questionnaire.documents.
- Opt-out: Fusion Legal Hold can be configured to allow custodians to opt out of a legal hold at any time, in accordance with EU privacy laws.
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  "Under such exceptional circumstances, the only appropriate non-monetary sanction is a default judgment in plaintiffs' favor, pursuant to Federal Rule of Civil Procedure 37(b)(2)(A)(vi) and the court's inherent powers"
– Magistrate Judge Robert M. Levy, in Gutman v. Klein, 03-cv-1570."Two and a half years after the changes to the Rules of Civil Procedure, the respective responsibilities of legal and IT still are not being carried out by many because they don’t understand them. Only dialog between legal and IT will change that."
– Debra Logan, Gartner Analyst
Doing a poor job at e-discovery, and taking too long to do it, is an expensive procedure and, at worst, an even more costly failure. The e-discovery problem is not limited to a culture of reactivity and strategic delay among experienced attorneys, but also the very real costs associated with manual, widescale search, collection, protection, review, and production of electronically stored information (ESI).
– Christine Taylor, Byte & Switch
By proactively automating the e-discovery workflow, attorneys can automate collection and the litigation-hold process, and can review according to de-duplicated and prioritized results. This is what allows attorneys to effectively apply e-dDiscovery to the realities of massive amounts of ESI.
- Christine Taylor, Byte & Switch
E-discovery is a challenge that is faced by virtually every organization, regardless of size. In fact, almost as many small organizations were the target of a lawsuit within the last 12 months as large ones.
– Business Week
The premise of enterprise information mapping is simple: improve your organization's information management capabilities and protect your high risk information by identifying what information you have, where it is located, and whether it is important and/or high-risk enough to spend time and money protecting and securing it.
- The Metropolitan Corporate Counsel
In the current highly litigious environment in the U.S., the increasing volume of information often leads to increased costs in preparing for and responding to litigation. Additional pressures are also brought about by increased needs for maintaining privacy and ensuring intellectual property protection, both of which require stricter controls on the internal management of information, and a greater knowledge of just what you have and where it is stored.
- The Metropolitan Corporate Counsel
"The ability to quickly find certain sets of data and related information in any format offers up some serious potential for helping cut costs related to litigation and discovery requests."
- The Metropolitan Corporate Counsel
"In any economy, protecting the confidentiality, integrity and availability of information is 'a must-have."
- Robert Half Technology
"The "ESI Content Map"... will not only provide in-house counsel with the information necessary to execute a litigation hold but provide outside counsel with the information necessary to speak competently about the company’s legal hold efforts."
– Gregory Bufithis, Esq., Founder and Chairman, The Posse List
 Complete end-to-end workflow platform
- Secure, scalable, open architecture enables seamless integrations with leading third-party solutions.
- Modules function alone or as part of an integrated end-to-end legal governance, risk and compliance management solution.
Usability
- Intuitive user interface mirrors the way legal or IT teams think.
- Easy navigation using dashboard views drives efficiency.
- At-a-glance views of workloads, reports and analytics.
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