Build a better legal hold process

A guide to implementing self-service legal hold at your organization

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In-house legal departments that leverage a legal hold playbook are poised to respond faster and more easily to legal hold requests than those who use a bespoke approach.

But what should that playbook look like for your organization?

This guide provides a practical framework for codifying procedures and workflows to improve the effectiveness of your legal hold team, process, and technology. Plus, each section of the playbook has a corresponding template in the appendix where you can document and track your legal hold procedures and processes.  

The Legal Hold Playbook guide covers:

  • Preparing for legal hold
  • Building your legal hold workflows
  • Preserving data
  • Releasing custodians and closing a matter
  • Follow-ups and ongoing management 


Download your guide today.