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4 Steps to Managing Legal Holds Defensibly

An Exterro E-Discovery Action Plan Checklist

For many legal teams, issuing and managing legal holds is the introduction to e-discovery workflows. But it’s always better to have a system to manage legal holds and preserve relevant electronically stored information (ESI) before you need it, so get started even if you don’t have aninformation governance program. This checklist guides you through a step-by-step process to get ready to manage legal holds for your organization or your clients.

Download this checklist to learn:

  • What you need to know to ensure you're acting on your duty to preserve ESI when it arises
  • How to identify data sources and prepare to preserve data found in them
  • Details on informing data custodians and ensuring they're in compliance with legal holds