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- Legal Hold Management
- Process
- Matter intake and clearance
Matter intake and clearance
Move an intake matter through a recorded conflict decision before engagement.
Step by step
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Open the matter Matter Owner
Matter Owner records the organization, counterparty, subject and assigned owner. Start at Intake.
- Matter Owner records the organization, counterparty, subject and assigned owner. Start at Intake.
- Updates Matters, Clients
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Review the parties Conflict Reviewer
Conflict Reviewer records Clear, Conflict or More Information with evidence and review date.
- Conflict Reviewer records Clear, Conflict or More Information with evidence and review date.
- Updates Conflict reviews, Matters
ApprovalA person approves before the work moves on. -
Record engagement Matter Owner
Matter Owner adds the engagement reference and advances a cleared matter to Engaged.
- Matter Owner adds the engagement reference and advances a cleared matter to Engaged.
- Updates Matters
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Assign active work Matter Owner
Matter Owner assigns due dates and records the first case milestones.
- Matter Owner assigns due dates and records the first case milestones.
- Updates Matter deadlines, Matter events
Who does what
Roles and permissions- Matter Owner
- , Conflict Reviewer.
Set up Legal Hold Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.