In the day-to-day world of legal departments, it can be challenging to ensure legal holds are done correctly; everything from getting the correct wording in the hold document, understanding the data types and where it exists, securing the acknowledgment, and reminding custodians of their ongoing obligation. As a result, ask a room of legal professionals, and the vast number of them will say they manage the hold process with a spreadsheet. This is not only inefficient; it leaves corporations open to a lot of unnecessary risk.

In this post, we will unravel the litigation hold problem, focus on what a litigation hold really is, where the duty comes from, and how to ensure it’s done right in a repeatable, defensible, and automated fashion.