How should legal teams evaluate legal hold software? Shelley Bougnague of Cloudficient discusses that, with a link to a guide for more info!

As discussed in her post titled (wait for it!) How Should Legal Teams Evaluate Legal Hold Software? (available here), Shelley discusses how legal teams should evaluate legal hold software as a preservation system, not only as a tool for notices and acknowledgments. The evaluation should test whether the platform can help the team establish scope, coordinate appropriate preservation methods, validate implementation, manage change, and retain a matter record that connects legal decisions with the actions taken.

Cloudficient recommends using realistic matter scenarios rather than relying on feature lists alone. CaseFusion® supports identification, legal hold and preservation, and targeted collection within one connected matter, while legal determinations remain with counsel and source coverage depends on configuration, licensing, available information, and supported workflow conditions.

So, which questions should guide the evaluation of legal hold software? What should a product demonstration prove? And how can you get the guide for How to Evaluate Legal Hold Software? Find this out and more here, it’s only one click! Don’t worry, the post is preserved for you! 😉

So, what do you think? How does your organization leverage software for legal holds? Please share any comments you might have or if you’d like to know more about a particular topic.

Image created using ChatGPT, using the term “robot lawyer holding a written checklist of data sources to put on legal hold”.

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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.