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RECORDS-RETENTION-MANAGEMENT5 MIN READ

Walk the Legal Hold Intake

Convert a legal hold trigger into scoped systems, custodians, and paused disposition controls.

Demand letter The letter says 'all communications' but names a customer implementation, two account executives, and a date range that starts around contract signature. The first hour determines whether routine deletion quietly destroys relevant evidence. EDRM preservation Trigger -> Scope -> Preserve -> Monitor -> Release Preservation is not a panic freeze. It is a documented control that suspends routine disposition for potentially relevant information. Freeze all Safe-feeling, costly, and hard to release. Relevant evidence is protected without stopping ordinary business everywhere. A hold overrides routine retention only inside its matter scope. 01 Scope 02 Controls 03 Release Scope the…

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