Legal Holds

Who might be interested:

Users who are interested in Everlaw's legal holds tool. Please note this tool is only accessible to users with Legal holds permissions at the Database level.

What you will learn:

How to create and send hold notifications, schedule automatic renotification and escalation notices, track custodian acknowledgement, and connect holds and custodians to documents uploaded to the platform.

Training Options

Legal Holds is offered once a month on Mondays at 10 AM Pacific (6 PM GMT/BST).

Can't attend a live training?

If you would prefer a private training session with a member of Everlaw’s User Education team to train a group of users and discuss a workflow that is specific to your organization, you can schedule a virtual training session at a time of your choosing.

Everlaw’s legal holds tool allows you to create and send hold notifications, schedule automatic renotification and escalation notices, track custodian acknowledgement, and connect holds and custodians to documents uploaded to the platform. You can send as many legal holds as you like to as many custodians as you like with no limits. Legal holds are stored at the database level, so all legal holds within one database should be related to a single matter. Because legal holds are needed whenever users anticipate litigation, legal holds should be the first thing users create in their databases, long before any data is uploaded to the platform.To learn more about legal hold functionality read Introduction to legal holds, Using legal holds, Legal hold custodian management.

Training Activities Checklist

After you've watched the videos and have a basic understanding of how the legal holds tool works, practice your skills and try performing the following actions:

  • Add a custodian and fill out information about them

  • Create a draft hold notice and use merge fields

  • Send a test email to yourself to see what your hold notice looks like