

Legal Hold is Relativity's integrated solution for a complete legal hold management workflow application. Legal Hold helps you identify and preserve relevant data when you anticipate litigation. Better understand your organizational data structure, which gives you an advantage in preparing for a hold, responding to a regulatory agency, or negotiating with opposing counsel with Legal Hold.
Instead of sending ad hoc emails and manually tracking responses in spreadsheets to manage a legal hold, you can centralize this process by using one application.
Using Legal Hold, you can:
Relativity
Note: You can locate an application's version number by navigating to Applications & Scripts > Application Library tab. You must be a system admin to access this tab.
This guide outlines Legal Hold's structure and functionality and describes how to create, manage, assess, and close a legal hold or hold-related project. For a PDF version of this guide, see Legal Hold.pdf.
Watch the Legal Hold training video for more information.
The RelativityOne Hold and Collect template has been specifically designed to provide the optimal environment for using Legal Hold and Collect. You can find an ARM of the template in the Templates section of RelativityOne or on the Community at RelativityOne Hold and Collect Template.
Communication templates are sorted by communication type and additional templates can be added. Communication templates include:
Before installing and using Legal Hold, the Hold Admin needs to gather some information. This information will be used when setting up Legal Hold, email, and preservation holds. See the pre-requisite links below.
To have full use of Legal Hold, the Hold Admin needs to install the application and configure access, as well as set up email, the custodian portal, and preservation hold settings. Without this setup, a legal hold project cannot be completed.
Follow the setup in the order below.
Setting up Legal Hold may require the assistance of Relativity Support.
A variety of teams are required to communicate and implement a legal hold. Consider the following as you are getting started with Legal Hold.
There are many personas, or roles, within the entirety of a legal hold project. Someone has to setup a Relativity workspace, another has to create a legal hold project, and another has to respond to holds.
Find your documentation based on your role:
To supplement the documentation, you should visit the following resources:
For customers who want to install Legal Hold to a workspace instead of using the template, it is recommended to install the program to one workspace. This allows for the consolidation of reporting and monitoring custodian interactions across all the organization’s legal holds.
If you are installing Legal Hold to take advantage of the communications and acknowledgments feature, it is recommended to put this in a workspace separate from your legal hold workspace. If you offer Legal Hold as a service for you clients, it is recommended to separate the workspaces per client.
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