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- Legal Hold Management
- Data model
The tables behind Legal Hold Management
Legal Hold Management ships with 17 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 17
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
Every table, by feature
- Matters and conflicts5
- Custodian holds4
- Review and operations4
- Deadlines and events4
- Documents and evidence4
- Restricted subjects4
- Shared and settings1
- Matters
Legal matters and engagements
Linked to Organizations, Team members, Clients - Clients
Client entities engaged by the organization
Linked to Organizations - Conflict reviews
Conflict clearance records for involved parties
Linked to Matters - Organizations
Firm organizations that own clients, matters and holds
- Team members
Authenticated staff members and their role scope
Linked to Organizations, Users
- Custodian holds
Preservation holds issued to custodians
Linked to Matters, Organizations - Matters
Legal matters and engagements
Linked to Organizations, Team members, Clients - Review decisions
Independent review decisions on submitted revisions
Linked to Matters, Team members - Operation receipts
Persisted receipts for guarded operations
Linked to Matters
- Review decisions
Independent review decisions on submitted revisions
Linked to Matters, Team members - Operation receipts
Persisted receipts for guarded operations
Linked to Matters - Custodian holds
Preservation holds issued to custodians
Linked to Matters, Organizations - Matters
Legal matters and engagements
Linked to Organizations, Team members, Clients
- Matter deadlines
Court and contract deadlines per matter
Linked to Matters, Team members - Matter events
Dated milestones and events on a matter
Linked to Matters - Matters
Legal matters and engagements
Linked to Organizations, Team members, Clients - Team members
Authenticated staff members and their role scope
Linked to Organizations, Users
- Legal documents
Versioned legal documents and privilege state
Linked to Matters - Record attachments
Uploaded evidence attached to a matter
Linked to Matters, Team members - Document productions
Authorized productions of documents to recipients
Linked to Matters, Legal documents - Matters
Legal matters and engagements
Linked to Organizations, Team members, Clients
- Restricted subjects
Restricted identity subjects under retention
- Access grants
Time-limited access grants to restricted subjects
Linked to Restricted subjects, Team members - Disclosure events
Disclosures of restricted subject data
Linked to Restricted subjects - Team members
Authenticated staff members and their role scope
Linked to Organizations, Users
Keys and references
The parent matter link is the main join for holds, deadlines, documents, evidence, reviews and receipts. A hold also links to its organization. Review decisions records the source revision and operation key; operation receipts records the expected revision and resulting references. Use these values to check that a decision and an effect refer to the same case. Compare the hold and operation before acting, especially when a matter has several holds. Team members links assigned work and reviewer identity to the organization and user record.
Migration order
- Organizations and people. Prepare Organizations, Clients, Users and team members with stable identifiers.
- Matters. Import the matter record, owner and counterparty before child records.
- Preservation work. Bring in custodian holds, review decisions and operation receipts with their parent links and revisions.
- Supporting history. Add matter deadlines, matter events, legal documents, record attachments and document productions.
- Restricted identities. Import restricted subjects, access grants and disclosure events under the agreed access policy.
Set up Legal Hold Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.