These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Legal Hold Management
- Who it's for
- Law firms
Law firms
A firm handling several client matters needs a stable case context for each preservation instruction.
How Legal Hold Management is set up for you
Keep the matter identifiable
A Matter Owner links the counterparty record to the engagement, assign deadlines and keep the hold revision with the case. A conflict reviewer records the clearance decision before the engagement advances.
Separate preparation from decision
Legal Operations prepares the custodian instruction; Hold Reviewer records the decision against the revision that was submitted.
Carry exceptions forward
A failed operation receipt, overdue deadline or returned review remains visible until the responsible person investigates it.
A firm handling several client matters needs a stable case context for each preservation instruction.
For a firm with several active engagements, test a client whose name resembles another client and verify the counterparty on the matter before issuing a hold. The reviewer should be able to find the clearance evidence and the exact hold revision without relying on a matter title alone. Keep production authority attached to the relevant document when the case later reaches disclosure.
Begin with one active matter and one custodian hold. Agree how client codes, record numbers and reviewer names are entered. Rehearse a changed hold revision before expanding to other practice groups. Add a conflict case and a failed operation to the rehearsal. The team should confirm that the parent matter, review reason and any recorded receipt can be found without relying on a separate conversation. Agree how documents and attachments are classified before giving staff access to sensitive material.
[Plan the rollout](/legal-hold-management/implementation) and [review permissions](/legal-hold-management/roles).
Features to start with
Roles on the team
- Matter Owner
- Owns intake, engagement context and case milestones for assigned matters.
- Legal Operations
- Prepares preservation holds and matter evidence for independent review.
- Conflict Reviewer
- Records clearance decisions on matters before engagement work advances.
- Hold Reviewer
- Makes independent decisions on submitted preservation revisions.
Set up Legal Hold Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.