Litigation Hold Preservation Workflow

Issue and manage litigation holds for document preservation.

Complexity: Critical | Duration: 15-30m | Category: Industry/Legal Services

Tags: litigation-hold preservation ediscovery custodians compliance

Workflow Diagram

Steps

Step 2: Determine custodians and data

Determine custodians and data

Step 3: Draft litigation hold notice

Draft litigation hold notice

Step 4: Issue hold to custodians

Issue hold to custodians

Step 5: Suspend auto

Agent: deletion

Step 6: Track acknowledgments

Track acknowledgments

Step 7: Send periodic reminders

Send periodic reminders

Step 8: Manage scope changes

Manage scope changes

Step 9: Document preservation efforts

Document preservation efforts

Step 10: Release hold when appropriate

Release hold when appropriate

Usage

To execute this workflow:

/workflow industry/legal-services/litigation-hold-preservation-workflow.workflow

See other workflows in this category for related automation patterns.

Workflow Diagram​

Steps​

Step 2: Determine custodians and data​

Step 3: Draft litigation hold notice​

Step 4: Issue hold to custodians​

Step 5: Suspend auto​

Step 6: Track acknowledgments​

Step 7: Send periodic reminders​

Step 8: Manage scope changes​

Step 9: Document preservation efforts​

Step 10: Release hold when appropriate​

Usage​

Related Workflows​