AUTOMATED LEGAL HOLD PROCESS
LegalHoldMAN guides and tracks each law firm and client’s every move when it comes to identifying
and preserving mission-critical data. All system activity is safely monitored and managed by authorized
personnel from behind client network firewalls.
LEGAL HOLD TEMPLATE CREATOR
LegalHoldMAN offers a simple and intuitive way to create, customize and repurpose legal
hold templates within or across thousands of intersecting and non-intersecting data sets, custodians and
matters.
CUSTODIAN VALIDATION
LegalHoldMAN ensures that custodians timely receive, acknowledge, and fulfill legal hold
requests. Duplicate, multi-alias and errant custodian accounts are auto-recognized and flagged for
further scrutiny ensuring full precision and recall of all potentially responsive data.
INTEGRATION WITH THIRD PARTY SYSTEMS
LegalHoldMAN is purpose-built to access and integrate with hundreds of data source and
storage platforms, including customer internal HR, IT, and CRM directories (like Salesforce and HubSpot)
and various third party collection tools. No matter where your data hides, LegalHoldMan will help you
find it!
HOLD RELEASE
LegalHoldMAN makes it easy to track and release data when appropriate. Releases can be
pre-scheduled or made on the fly, but always subject to tight security and authorization protocols. Data
can be released in bulk or at the file level. If desired, indexes of released files can be maintained
and compared against other active legal holds and matters.
CHAIN OF CUSTODY
LegalHoldMAN tracks and records each and every action taken in connection with pursuing
the preservation of data, including all textual, metadata or work product changes made or added.
Complete file indexes of every legal hold are always maintained and available.
HOLD NOTICE DISTRIBUTION
LegalHoldMAN's interactive dashboard provides real-time tracking and management of all
legal holds. Hold notices can be issued automatically and set to recur for thousands of custodians, or
distributed “manually” and only a few at a time. Either way, once issued, LegalHoldMan upates in real
time all hold-related activities ensuring you always have the most current and accurate information
about your data at your fingertips!
QUESTIONNAIRES
With LegalHoldMAN, customers can quickly create questionnaires, track
responses and compliance rates, and capture and index custodian interview notes all in one place. In
addition, the intelligent workflow engine can even flag additional potential target custodians based on
machine-detected interlaced relationships and data sets.
