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THE LEGAL HOLD PLAYBOOK: A guide to implementing self-service legal hold

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"THE LEGAL HOLD PLAYBOOK: A guide to implementing self-service legal hold"

Get strategic about managing legal holds with a centralized reference guide for approved policies and procedures for your team to follow.

The Legal Hold Playbook offers a practical framework for formalizing procedures and workflows to enhance the efficiency and effectiveness of your legal hold process, your team, and integrated technology. 

Learn how to create consistent and replicable processes ensuring that:

  • Legal hold custodians are clear on their roles and responsibilities
  • All relevant data sources are identified and accessible
  • Processes and communications are automated when possible to reduce errors


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