Stay one step ahead of litigation or audits with tried-and-true best practices for legal hold management

Unlock the power of legal holds: your essential guide to litigation preparation

Legal challenges can arise unexpectedly — and when data is deleted or altered that may be relevant to a case, the legal consequences, fines, and reputational damage can be hefty. As regulatory activity and scrutiny continue to spike, mastering the intricacies of legal holds is no longer just a best practice; it’s a strategic necessity.

This comprehensive guide, “Litigation’s ultimate guide to the legal hold process,” empowers you with the knowledge and tools needed to navigate legal challenges seamlessly, ensuring your organization remains resilient in the face of litigation or potential legal pitfalls.

Ultimate Guide to the legal hold process

The crucial role of legal holds in litigation

A legal hold is a vital tool wielded by an organization’s legal team that serves as a proactive measure to preserve documentation and data when faced with impending litigation or investigation. Criminal charges, subpoenas, audits – these triggers necessitate a meticulous legal hold process to prevent the destruction or alteration of potential evidence. An effective legal hold process allows you to communicate those preservation guidelines with – and confirm the attestation of – any employees or stakeholders who may be handling that evidence.

Key takeaways included in the eBook:

  1. Anticipating litigation: learn how to recognize when litigation is reasonably anticipated and the steps to be taken to secure physical documents and electronically stored information (ESI).
  2. Effective communication: explore strategies for communicating legal hold parameters effectively to stakeholders and custodians.
  3. Secure preservation: understand the importance of securely preserving relevant data centrally, ensuring defensible and repeatable legal hold processes.

An effective legal hold process is akin to insurance – an investment now that safeguards against potential disasters later.

Mastering data preservation do’s and don’ts

Navigate the legal hold process confidently by delving into the do’s and don’ts of data preservation. In this section, we highlight best practices that ensure a defensible and repeatable legal hold process, minimizing the risk of evidence destruction or alteration.


  1. Monitoring progress: discover the importance of monitoring collection progress and custodian duties.
  2. Effective drafting: avoid common pitfalls in drafting legal holds, ensuring clarity without unnecessary jargon.
  3. Integration for collaboration: explore the benefits of integrating legal hold tools for seamless collaboration among stakeholders.
Legal hold - mastering data preservation
Navigating custodianship with expertise

Navigating custodianship with expertise

Understanding custodianship is paramount in the legal hold process. Custodians, or those holding relevant evidence or data, play a pivotal role in preservation. Our eBook provides insights into custodianship best practices, allowing you to streamline the process of identifying, informing, and managing custodians effectively.


  1. Strategies for discovery: Learn strategies for discovering relevant information sources and applications based on internal processes and IT architecture.
  2. Clear parameters: Gain insights into how to set clear parameters for custodian data management, ensuring compliance with legal hold obligations.
  3. Leveraging technology: Understand how legal hold technology can enhance tracking and communication across a growing or distributed team.

Tips for keeping custodians informed.

Whether through a manual or automated approach, effective communication with custodians is crucial for ensuring compliance throughout the legal hold process. In this section, we explore strategies for keeping custodians informed, making the legal hold process a stress-free experience for all parties involved.

Noteworthy strategies:

  1. Automated reminders: Discover the efficiency of automated reminders and escalations for timely compliance.
  2. Adaptability: Learn how to adjust based on legal hold changes and scope, ensuring agility in the face of evolving litigations.
  3. Integration with HR: Explore the benefits of integrating legal hold tools with HR and enterprise databases for seamless updates.
Litigation's Ultimate Guide to the Legal Hold Process | eBook

A tip from the experts: Legal ops plays a critical role in implementing and managing the processes, solutions, and technology that drive an effective legal hold process. Having the right applications in-house enables consistent support and predictable workflow.

Why you need this eBook

Unlocking the power of automated legal hold technology
As legal landscapes evolve, so should your approach to legal holds. Traditional, manual processes are susceptible to human error, inaccuracy, and delays. Download our eBook to delve into the transformative impact of automated legal hold solutions on traditional workflows.

Key Insights:

  1. Ceasing data disposal: Explore how automated solutions automatically cease disposal of relevant data upon pending litigation, reducing the risk of evidence spoliation.
  2. Efficiency through automation: Understand how automation expedites the instruction and attestation process, ensuring compliance within tight timelines.
  3. Continuous monitoring: Learn the importance of continuous monitoring of employee changes and integration with HR databases for comprehensive data preservation.

Propel your company forward with legal hold excellence

The risks associated with manual legal hold processes are numerous, from non-compliance to evidence spoliation. Learn more about the importance of embracing automated solutions like Mitratech’s LegalHold. Discover how a best-in-class litigation hold software streamlines the entire process, reducing risks, ensuring compliance, and standing up to judicial scrutiny.

Unlock the power:

  1. Streamlining processes: Explore how automated solutions cut down on manual processes, saving time and reducing the risk of non-compliance.
  2. Mitigating risks: Understand how standardized approaches to legal holds mitigate risks, ensuring a defensible position in the face of legal scrutiny.
  3. Empowering legal teams: Discover how intuitive UX/UI design empowers legal teams and custodians, enhancing efficiency in legal hold processes.

What should you do next?

Don’t let manual processes hold your company back. Download our eBook, “Litigation’s Ultimate Guide to the Legal Hold Process,” to equip yourself with the knowledge and tools needed for litigation preparation. Unlock the power of legal holds and safeguard your company’s future. Whether you’re new to legal holds or looking to enhance your existing processes, this guide provides a comprehensive overview to propel your organization forward

Download your essential guide to a seamless, defensible legal hold process

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