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For today’s modern law firm, implementing and following an efficient yet compliant process for managing both client- based and internally-driven legal holds is no easy task.

Traditional approaches are either too simplistic and hard to defend in court — like a simple email notification system — or too complex, intrusive and hard to roll out — like network intensive search-driven crawlers.

Courts have delivered a clear message that firms require a well thought-through and rigorously-followed process for notifying, preserving, collecting, and monitoring potentially relevant electronically stored information (ESI). Defensibility issues of chain of custody, over- or under- collection, false hits, and non-digital assets, must be addressed while satisfying firm concerns of minimal intrusion in conducting everyday business.

Firms require a system that strikes the balance – one that is easy to deploy, readily accepted by all firm personnel, and maintains the highest level of defensibility for the firm.

  • compliguard hold is designed to manage the end-to-end legal hold process, easily addressing each firm’s specific and often complex requirements for preserving potentially relevant information within the firms.
  • compliguard hold provides firms with a comprehensive and centralized approach for managing a preservation hold, delivering simplicity to the notification and interview process
  • compliguard hold goes beyond simple email notification- based solutions, and yet avoids a burdensome and invasive network-crawler system prone to false hits and performance lags, delivering the perfect balance.
Manage Multiple Hold Types with Ease

Easily build and manage Hold templates to accommodate different hold types including client/ matter related, HR-driven or other internal holds.

Create and Modify Hold Processes with Ease

Reduce implementation and deployment time drastically. Visually create and modify hold processes and business rules for various Hold templates in Microsoft Visio minimizing dependence on IT resources.

Intuitive and Nonintrusive for Staff

Web-based, wizard driven modern user interface designed as a Rich Internet Application makes creating and managing holds a breeze.

Notifications, Acknowledgements, Reporting, Audit Trail

System automatically creates and manages notifications and acknowledgements. All information about the legal hold and all time stamps are available in a comprehensive audit trail, including all sent notifications, acknowledgements, and custodian actions. Users can create and edit notifications and create custom reports.

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