Legal Hold Pocket Cards
Recall the core moves in a defensible legal-hold workflow.
What is the practical legal-hold trigger? Reasonable anticipation that relevant ESI may be needed and routine deletion could cause loss. Do not wait for a filed complaint if a demand, subpoena, investigation, or credible threat makes evidence preservation foreseeable. Hold notice vs technical hold Most matters need both: human instruction plus system control. I am too busy. Can I just save the important emails later? Custodian resists the hold because quarter-end work is urgent. Your line Please do not self-select or clean up. Your job is to preserve the scoped sources; Legal and IT will handle collection decisions. Letting the…
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