How To Manage Legal Holds

Six Best Practices for Legal Hold Mastery.


As soon as a litigation or regulatory investigation is reasonably anticipated, you must issue legal hold notifications quickly, clearly and securely.

In this guide we'll discuss six ways to optimize your legal hold process so it’s smooth and defensible, every time, including:

  • Using Legal Hold Templates to Reduce Risk
  • Uncovering Critical Insights Through Custodian Interviews
  • Sample Custodian Questionnaire
  • Improving Custodian Response Rates to Legal Holds
  • Releasing a Legal Hold
  • Creating a Defensible Preservation Audit Trail