Introduction to Legal Hold
The AdvoLogix Legal Hold functionality assists organizations with the process of hold acknowledgement and matter-related data preservation.
1. Initiating Legal Hold
Matters are placed on legal hold using the checkbox field on the Matter form labeled Legal Hold. Enabling this checkbox initiates the notification and preservation process. To remove a matter from Legal Hold simply uncheck the Legal Hold checkbox.
2. Functional Overview
2.1. Hold Notification and Acknowledgement
When a new Legal Hold is activated AdvoLogix will track the acknowledgement status for all users identified as notification recipients. Notification recipients are established by a series of options found within AdvoLogix Setup. These recipients include users within your organization identified as matter participants and/or applicable record owners.
Notification recipients acknowledge the receipt of the Matter's Legal Hold status. These acknowledgements are tracked by AdvoLogix for the life of the matter.
Specific Participants may be optionally disabled from the acknowledgement list using the Participant's "Exclude from Legal Hold" checkbox.
2.2. Data Preservation During Hold
When a matter is placed on Legal Hold, pre-defined restrictions will subsequently prevent matter-related data from being removed from AdvoLogix. By default, most data types are restricted however organizations have the ability to fine-tune these restrictions.
2.3. Content Tags
Salesforce Content is an optional feature available in AdvoLogix when organizations have not chosen to use Salesforce Files. When a matter is placed on Legal Hold, Content items related to the matter will be tagged with "Legal Hold".
3. Managing Legal Hold Acknowledgements
3.1. Legal Hold History
The Legal Hold history view allows organizations the ability to centrally manage recent legal hold acknowledgement activity.
3.2. Pending Legal Hold Acknowledgements
The Pending Legal Hold Acknowledgements feature allows users the ability to quickly manage their personal pending legal hold acknowledgements.
4. Integration and Extensibility
The AdvoLogix Legal Hold API provides system administrators and integrators the ability to add additional recipients and use-case specific workflow to the AdvoLogix legal hold process.