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
- Process
- Deadline and event tracking
Deadline and event tracking
Assign due dates and retain the event history on the matter.
Step by step
-
Assign a deadline Matter Owner
Matter Owner records the type, due date and owner against the matter.
- Matter Owner records the type, due date and owner against the matter.
- Updates Matter deadlines, Matters
-
Record a planned event Matter Owner
Matter Owner records a hearing, filing, review, decision or communication and its due date.
- Matter Owner records a hearing, filing, review, decision or communication and its due date.
- Updates Matter events, Matters
-
Record what occurred Matter Owner
Matter Owner enters occurrence and completion dates with an external or court receipt when relevant.
- Matter Owner enters occurrence and completion dates with an external or court receipt when relevant.
- Updates Matter events, Matter deadlines
-
Review the open matter Matter Owner
Matter Owner checks deadlines alongside active preservation work before advancing the case.
- Matter Owner checks deadlines alongside active preservation work before advancing the case.
- Updates Matters, Custodian holds
Who does what
Roles and permissionsSet up Legal Hold Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.