Litigation Hold - HoldIT™

Introducing HoldIT™ – the only litigation holds solution where you are in charge. Detailed and defensible audit reports track notification workflow in real-time, allowing the legal team to be confident of their processes throughout the litigation lifecycle and minimize the organization's exposure to sanctions. Best of all, it's web-based. With no software to install and maintain, you can immediately issue holds, automate notifications, and track compliance.

Pursuant to the rapidly growing volume of case law and the Federal Rules of Civil Procedure ("FRCP"), once a party reasonably anticipates litigation, it must:

• put in place a litigation hold notification to ensure preservation of documents and electronic files
• periodically re-issue the litigation hold notification so that it is fresh in the minds of employees throughout the litigation lifecycle.
• communicate directly with the "key players" in the litigation, i.e., the people identified as custodians in a party's initial disclosure and any subsequent supplementation thereto. FRCP 26(a)(1)(A).

HoldIT™ offers legal teams an intuitive, affordable and secure solution to comply with the law, minimize the organization's vulnerability to fines, and prepare for eventual litigation.

Automate Notification Workflows

HoldIT™ simplifies the litigation hold process by enabling legal teams to design, automate, and monitor notifications and acknowledgements based on the needs of each case.

• Design and issue holds notices to custodians
• Track holds and acknowledgements
• Qualify custodians using included Vetta™ questionnaire functionality
• Automate and customize preservation reminders
• Escalate non-acknowledgement(s)

Establish Organizational Collaboration

HoldIT™ role provisioning functionality allows groups within the organization and outside counsel to collaborate on the management of key custodians and retention of case essential documents.

• Corporate counsel
• Outside counsel
• Human resources
• Information technology department

Access Real-Time Audits and Legal Reports On-Demand

HoldIT™ provides intuitive, web-based dashboards with reporting options that enable counsel to track each legal hold from issuance and custodian acknowledgement through eventual rescission of the hold order.

• Real-time reporting on:
  • Matters
  • Notification efforts
  • Custodian acknowledgements
  • Responses
• Audit trail for changes to
  • notices
  • notification processes
  • custodians
  • matter owners and key stakeholders
  • hold rescission

Receive Alerts on Process Compliance Milestones

HoldIT™ alert systems support anti-spoliation needs by automatically track and escalating for review key process milestones in notification and custodian qualification.

• Alert systems actively monitor hold activities across a range of process milestones including:
  • lack of acknowledgements
  • impending hold expirations
  • custodian responses to flagged issues

HoldIT™ empowers the legal team to responsively comply with anti-spoliation requirements and administer complex notification tasks from the convenience of a web browser.

Interested in learning more? Get started today!