The final step in the legal hold lifecycle, releasing the hold, often presents legal teams with the greatest challenges. Before a custodian can be released from a legal hold, legal teams must ensure that preservation obligations have ended and that the individual isn't subject to concurrent active holds that involve overlapping data. This can be a daunting task for large organizations with hundreds of active legal holds and potentially thousands of custodians at any given time.
Exterro and RSD's “Four Step Guide to Defensibly Releasing a Legal Hold," provides guidance on creating a defensible legal hold release process.
This guide includes best practices for:
- Verifying the status of a legal hold to ensure a release is appropriate
- Reinstating regular document retention policies and procedures
- Informing custodians that they are no longer subject to legal hold obligations
Download the Resource
