Legal Hold & eDiscovery

Defensible Legal Holds Without the Risk

Automate legal hold notices, track custodian acknowledgments, preserve data in place, and maintain a complete audit trail for litigation readiness.

95%
Acknowledgment Rate
Zero
Spoliation Incidents
60%
Reduced eDiscovery Costs
100%
Audit Trail Coverage

Legal Hold Risks You Can't Afford

Spoliation Risk

Documents being deleted or modified after litigation is anticipated

Impact: Sanctions, adverse inference, case dismissal

Custodian Tracking Nightmare

Tracking acknowledgments across hundreds of custodians manually

Impact: Gaps in preservation, defensibility issues

Scope Creep

Legal holds expanding without clear documentation of what's covered

Impact: Over-preservation costs, confusion

Release Management

Not knowing when it's safe to release holds and resume normal retention

Impact: Indefinite preservation, storage costs

Complete Legal Hold Lifecycle

From litigation trigger to matter resolution

Hold Initiation

  • Matter creation & scoping
  • Custodian identification
  • Data source mapping
  • Hold notice drafting
  • Legal approval workflow

Notice & Acknowledgment

  • Automated notice distribution
  • Acknowledgment tracking
  • Reminder escalations
  • Manager notifications
  • Interview scheduling

Preservation & Collection

  • In-place preservation
  • Targeted collection
  • Chain of custody
  • Processing & deduplication
  • Review platform export

Release & Disposition

  • Matter resolution tracking
  • Release approval workflow
  • Custodian release notices
  • Retention policy resumption
  • Audit trail documentation

Preserve Data Across All Sources

Microsoft 365

Email, OneDrive, Teams, SharePoint

Google Workspace

Gmail, Drive, Meet, Chat

Slack

Messages, channels, files

Box/Dropbox

Cloud file storage

On-Premise

File servers, archives

Mobile

Text messages, call logs

The Cost of Poor Legal Hold Management

Spoliation Consequences

Adverse inference instructionCase-altering
Monetary sanctions$100K-$10M+
Case dismissal/defaultPossible
Attorney sanctionsCareer risk

With Documenter AI

Automated preservationIn place
Custodian acknowledgment95%+ in 48hrs
Complete audit trail100%
DefensibilityBulletproof

Built for Legal Compliance

FRCP

Federal Rules of Civil Procedure

Zubulake

Preservation duty standards

Sedona

eDiscovery guidelines

GDPR

Data protection in holds

State Rules

Jurisdiction-specific

EDRM

Discovery reference model

Connects to Your eDiscovery Stack

Relativity(Review)
Logikcull(Review)
Microsoft 365(Data)
Google Vault(Data)
Slack Enterprise(Data)
SFTP/API(Export)

Eliminate Spoliation Risk

Join legal teams achieving 100% defensibility with automated legal hold management

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