Intelligent legal holds can take you beyond the BCC and the spreadsheet. This post by Exterro discusses what you need to know to do it!

The article titled (wait for it!) Intelligent Legal Holds: Beyond the BCC and the Spreadsheet, available here) discusses that when a preservation obligation is triggered, many corporate legal departments immediately default to a familiar manual workflow: drafting an email, copying a long list of custodians on the BCC line, and logging the event in a static spreadsheet. While this manual approach might feel manageable for an isolated matter, it creates severe compliance gaps when scaled across multiple complex disputes.

Static tracking cannot handle dynamic data changes, fails to provide real-time visibility, and introduces human error into what must be a legally defensible process. To achieve smarter, more efficient legal workflows, organizations must transition from broadcasting notifications to deploying an automated, interactive legal hold framework.

Over the last few weeks, Exterro has been exploring the process of developing an eDiscovery playbook for in-house legal teams, based on a recent webinar we hosted and whitepaper we published. We’ve examined the foundational elements of a modern eDiscovery strategy: the reasoning behind shifting away from fragmented workflows; how to  build a unified, cross-functional team roster; and defining preservation triggers to kick off eDiscovery workflows. 

So, what are “silent holds” and are they used to protect confidentiality? How can you transform one-way broadcasts into two-way workflows? And how can you eliminate manual tracking through compliance automation? Find out here, it’s only one click. Now, that’s intelligent! 😉

So, what do you think? Do you think your organization has an intelligent legal hold process? Please share any comments you might have or if you’d like to know more about a particular topic.

Image created using DALL-E 3, using the term “robot lawyer wearing a suit with a large brain”.

Disclosure: Exterro is an Educational Partner and sponsor of eDiscovery Today

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by my employer, my partners or my clients. eDiscovery Today is made available solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Today should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.