Legal Hold Management

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  1. Legal Hold Management
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Put an AI agent to work in Legal Hold Management

Use Proto to prepare a legal hold workspace and review real cases with your team.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Matter Owner: Prepare an intake checklist from the matter's organization, counterparty, owner and engagement context.
  • Legal Operations assistant: Find submitted holds, compare the current revision with supporting evidence and prepare a reviewer handoff.
  • Hold Reviewer: Gather the hold, parent matter and prior decisions for a person to review.
  • Evidence Officer: Locate unreviewed documents and production references for an authorized matter.

What stays with a person

  • A person decides conflict clearance, hold approval, release authority and disclosure scope.
  • Proto can prepare records and surface discrepancies; the named reviewer checks the evidence and makes the decision.
  • Staff reconcile external issue and collection outcomes with the matter and any recorded receipt.

A person decides conflict clearance, hold approval, release authority and disclosure scope. Proto can prepare records and surface discrepancies; the named reviewer checks the evidence and makes the decision. Staff reconcile external issue and collection outcomes with the matter and any recorded receipt.

Set up Legal Hold Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started