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- Legal Hold Management
- Process
- Operation receipt follow-up
Operation receipt follow-up
Trace the outcome of a guarded preservation action back to its matter.
Step by step
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Record the pending action Legal Operations
Legal Operations associates an operation key and expected revision with the parent matter.
- Legal Operations associates an operation key and expected revision with the parent matter.
- Updates Operation receipts, Matters
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Check the decision Hold Reviewer
Hold Reviewer compares the decision source revision and operation key with the submitted hold.
- Hold Reviewer compares the decision source revision and operation key with the submitted hold.
- Updates Review decisions, Custodian holds
ApprovalA person approves before the work moves on. -
Inspect the result Legal Operations
Legal Operations reads Completed, Failed or Needs Review and checks effect references.
- Legal Operations reads Completed, Failed or Needs Review and checks effect references.
- Updates Operation receipts
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Resolve an exception Matter Owner
Matter Owner investigates the failure reason and records the next action.
- Matter Owner investigates the failure reason and records the next action.
- Updates Operation receipts, Matters
Who does what
Roles and permissions- Legal Operations
- , Hold Reviewer, Matter Owner.
Set up Legal Hold Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.