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
- Hold preparation and review
Hold preparation and review
Prepare a custodian hold and obtain a revision-specific decision.
Step by step
-
Prepare the hold Legal Operations
Legal Operations links the parent matter and organization, names the custodian and keeps the hold in Draft.
- Legal Operations links the parent matter and organization, names the custodian and keeps the hold in Draft.
- Updates Custodian holds, Matters
-
Submit the revision Legal Operations
Legal Operations checks supporting evidence and advances Draft to Submitted.
- Legal Operations checks supporting evidence and advances Draft to Submitted.
- Updates Custodian holds, Record attachments
-
Decide the revision Hold Reviewer
Hold Reviewer records Approve, Reject or Return with the source revision and operation key under the parent matter.
- Hold Reviewer records Approve, Reject or Return with the source revision and operation key under the parent matter.
- Updates Review decisions, Custodian holds
ApprovalA person approves before the work moves on. -
Check issue evidence Legal Operations
Legal Operations compares decision time, issue time and operation result before follow-up.
- Legal Operations compares decision time, issue time and operation result before follow-up.
- Updates Custodian holds, Operation receipts
Who does what
Roles and permissions- Legal Operations
- , Hold Reviewer.
Set up Legal Hold Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.