| Discovery Response Team |
Establish an internal discovery response team to assist in identifying key players, data sources and time periods.
|
| Design a Legal Hold |
Draft a well crafted legal hold notice assisted by intuitive tools.
|
| Template Hold Notices |
Maintain multiple template hold notices for internal and external use, that facilitate boilerplate language towards an effective hold.
|
| Hold Notice Distribution |
Select the key custodians from the global custodian list, with advice of counsel, assisted by powerful search features.
|
| Data Source Catalog |
Maintain information about data sources that will allow the legal team to quickly target high value data.
|
| Approve Legal Hold |
Institute an internal workflow to get the legal hold notice approved by the issuing office.
|
| Issue Legal Hold |
Send hold notices to key players from the office of issuing authority. |
| Stop Data Aging |
Send notices to data stewards to stop any automatic processes that exist within IT .
|
| Automatic Reminders |
Set reminder hold notices to be sent automatically.
|
| Track Legal Hold |
Track each legal hold from issuance and acknowledgement through collection, processing and eventual rescission of the hold order.
|
| Track Acknowledgements |
Escalate non-acknowledgements within a stipulated time to appropriate authorities.
|
| Re-Issue Legal Hold |
Send hold notices to key players from the office of issuing authority. |
| Design Interviews |
Design phone and online questionnaires to refine data sources to be collected.
|
| Online Legal Hold Binder |
Maintain company' s current document retention policy, tape rotation policies, standard operating procedures, glossary and company-wide data map, for quick and easy access.
|
| Manage Multiple Holds |
Eliminate the chance of spoliation when one hold is lifted while an overlapping hold remains effective.
|
| Reports |
Hold Activity Report, Hold Master List, Non-Confirms Report and Pre-Collection Report.
|
| Pre-Collection Report |
Save on collections costs by checking whether any evidence to be collected is already available as part of any other active holds.
|