Holds by decision state List
Show custodian holds by status, organization and parent matter.
- Legal Hold Management
- Reports and analytics
Reports for the questions your team asks
Review hold decisions, deadlines, operation results and sensitive-record retention.
Overview×
Legal Hold Management · Overview
Legal Hold Management dashboard
This quarter
Custodian holds in view
6Total revision
2,610Submitted
6Issued at in 14 days
0Matters by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Intake | 32 | ||
| Conflict Review | 21 | 66% | |
| Engaged | 14 | 67% | |
| Active | 7 | 50% |
Matters by status
Sample counts per stage
More reports
Matter workload by owner Grouped
Group active matters by organization and assigned owner.
Conflict review outcomes List
Compare clear, conflict and more-information decisions by review date.
Deadlines by owner and due date List
List due dates, completion dates and matter owners for follow-up.
Operation result history List
Compare pending, completed, failed and review-needed receipts by action and occurrence date.
Document privilege review List
Show documents by privilege state, revision and matter.
Hold status by matter Grouped
Group current custodian hold revisions and statuses under their parent matter.
Restricted subject retention List
Review legal-hold indicators and retention dates by subject code.
Set up Legal Hold Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.