Questions, answered

Click Get started, then use Proto to configure Legal Hold Management for your business. Pilot one active matter, one custodian hold, a conflict decision and an operation receipt. Rehearse a changed revision before adding more matters.

Each custodian hold references a parent matter and an organization. Review decisions and operation receipts also reference the matter, so the team can inspect the surrounding case.

Assign an independent Hold Reviewer to record a decision against the submitted revision. Keep the preparer and reviewer responsibilities separate.

The hold records a revision and its status. The review decision records a source revision under the matter. Compare the operation key and hold before treating it as the decision on a particular instruction. Rehearse a changed instruction to ensure it receives the appropriate fresh review.

The Operations Overview includes upcoming deadlines. The assigned owner can use My deadlines to inspect the due date and completion details on each matter deadline.

Open the operation receipt from its parent matter. Check the action, operation key, expected revision, failure reason and effect references before deciding the next step.

A legal document records its revision, privilege state and content hash. A separate production record carries the recipient, authorization reference and production hash.

A restricted subject has a retention date and legal-hold indicator. An access grant names a team member, purpose, approving name and expiry. Disclosures are recorded separately with their recipient and authority reference.

Agree how custodian messages, collection results, court receipts and document files enter the matter record. Assign an owner to reconcile each external result.