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Legal Hold Management demo

Custodians told, systems held and checked each morning, and disposals stopped before they run. 1:34

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What the demo shows

Issues holds, tracks custodian acknowledgements and preserved sources, releases with a record.

Seven agents run the hold from trigger to release. The intake agent reads the letter and dates the duty; the scoping agent proposes custodians with the reason for each; the notice agent sends, chases and escalates. The preservation agent places a hold on each system and checks each source every morning. The watch agent reads HR and IT events and stops a reimage, wipe or deletion before it runs, then hands counsel the decision. The release agent releases only what no other hold needs, and keeps the record a Rule 37(e) motion turns on. Counsel signs each change.

Transcript

  1. Legal Hold Management keeps every legal hold preserved and proven for in-house legal teams.
  2. Half of in-house teams run holds by email and notices never stop IT deleting data.
  3. The Kessler Hold, 24 custodians, 138 sources, checked every morning.
  4. Julia Moreno resigned today.
  5. Her laptop is due to be re-imaged on Friday.
  6. The watch agent read the HR event and said, stopped all four disposals itself.
  7. It shows its plan, sources, and confidence, then hands counsel the decision.
  8. Sophia Grant keeps Julia in the hold and approves imaging her laptop.
  9. A stipulation dropped the PX, 200 claims.
  10. The agent proposes releasing six custodians.
  11. It checks every other hold first.
  12. For Marta's sources stay held.
  13. Sophia signs. Every custodian cited.
  14. Every decision signed. Every source checked and logged.
  15. No source lost. The holdout a day after the letter.
  16. The record ready for a motion.
  17. Built on Botminds.
  18. Agents. Data. Screens and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.