Legal Hold Management

CaseTrack offers a comprehensive solution for managing the legal hold process. The fully integrated Legal Hold Module allows you to record issuance of a legal hold, including the date it is being issued, the names of the relevant data custodians, and the notification date. You can also send automatic e-mail notifications directly from within CaseTrack. These e-mails can include an attachment which clearly sets forth the company's preservation policy with respect to both paper documents and electronically stored information. The e-mails also include a link that recipients can use to confirm receipt of the notice which is automatically recorded in CaseTrack. Built-in reports track legal hold orders issued and provide a historical record of notifications and acknowledgements.

Features

• Record legal hold order details.
• Maintain a complete list of stake holders and data custodians.
• Send automated e-mail notifications and acknowledgements.
• Schedule reminder e-mails.
• Maintain a comprehensive audit trail of correspondence.

Benefits

• Reduce exposure to legal sanctions.
• Improve administrative efficiency through automated processes.
• Track all legal hold order communications in a single, centralized location.
• Demonstrate company's good-faith efforts to meet preservation obligations.
• Produce a variety of metrics.

Legal Hold Management brochure (PDF)