Legal hold notices
Holds issued, acknowledged and released with a record
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the matter and identifies the custodians
Drafts the legal hold notice for a matter with the custodians, the data sources and the preservation instructions
Drafts and sends the notice
Sends the notice, tracks the acknowledgments and chases the custodians who have not responded
Tracks the acknowledgments and the release
Records the reminders, the custodian changes and the release when the matter ends
Works in
ServiceNow, Box, Okta
ServiceNow, Box, OktaWhat it does
- Drafts the legal hold notice for a matter with the custodians, the data sources and the preservation instructions
- Sends the notice, tracks the acknowledgments and chases the custodians who have not responded
- Records the reminders, the custodian changes and the release when the matter ends
Connects to
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