RecordPreservation

Custodian Ack Reminder

Reminds custodians who have not confirmed a new legal hold notice and tracks the gap.

Part of Legal Hold Issuance

Tools

Exterro, Microsoft Purview, iManage

Outcomes

Confirmation gaps visible daily • Preservation provable on request

Documentation

Instruction-ready detail below

When a <in:documents>legal hold notice</in:documents> is issued, track who has confirmed and <slack>post</slack> a daily list of custodians still outstanding.

Instruction file

When a <in:documents>legal hold notice</in:documents> is issued, track who has confirmed and <slack>post</slack> a daily list of custodians still outstanding.

Setup requirements

Tools

Exterro, Microsoft Purview, iManage

Trigger

24 hours after a legal hold is issued

Setup time

15 minutes

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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