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- Legal Hold Management
- Implementation
How a Legal Hold Management rollout works
Set up matter records, decision rights and preservation evidence in a small pilot.
Agree the operating rules
Identify matter owners, conflict reviewers, hold preparers and independent hold reviewers. Decide when a new revision needs another decision.
Map the source records
Clean organization, client, team member and matter identifiers. Link each existing hold to its correct parent matter.
Configure access and views
Limit restricted subjects, document attachments and review decisions to staff with a reason to use them.
Rehearse the case
Take an intake matter through conflict review, hold submission and independent decision. Record a pending receipt for a guarded action and reconcile its result. Include a returned review and failed receipt.
Review the first cycle
Compare the Operations Overview with the underlying cases, deadlines and documents. Correct data and access rules before expanding.
What the customer provides
Provide organization and team member identities, the matter register, custodian naming rules, sample review evidence and examples of issue or collection acknowledgements. Identify the people authorized to decide conflicts, approve holds and release restricted information. Define which external communication and collection systems are used.
Changing it afterwards
Keep earlier decisions and receipts when a new revision or correction is recorded. Test a changed custodian instruction against the review rule. Recheck access after staff move organizations or responsibilities. Review the model and the hold process.
Set up Legal Hold Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.