CounselLink Legal Hold Management

Product: CounselLink® - Corporate
Run Time: 90 Minutes
Recording Date: N/A
Learning Method: On-Demand Training
Registration End: 12/31/2030

Price $0.00

Launch

Description

This self-paced course introduces you to the Legal Hold feature in CounselLink so that you can create and manage legal holds for your company's matters.

Course Outline:

Welcome
What is a Legal Hold?
Legal Hold Administration

Staff Roles for Legal Holds
Create Custodians
Customize Legal Hold Email Settings

Creating a Legal Hold

Create Legal Hold
Draft the Notifications & Reminders
Customize the Custodian Acknowledgement
Add Custodians
Add Notes & Documents

Managing Legal Holds

Locate Holds
Adding Additional Custodians
Viewing Custodian Acknowledgements
Viewing the Change Log and History
Releasing Custodians from the Legal Hold
Getting Support
Download the Quick Reference Guides
Thank you