Four Step Guide to Defensibly Releasing a Legal Hold

Essential steps for creating a defensible legal hold release process.

Four Step Guide to Defensibly Releasing a Legal Hold

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

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