Submit a Legal Hold Notification matter

  • Release version: Yokohama
  • Updated June 13, 2025
  • 1 minute to read

    • Create a Legal Hold Notification matter to initiate the process of preserving the data related to the legal hold when the legal hold is issued.

    Before you begin

    Role required: sn_lg_hold.legal_hold_fulfiller or sn_lg_ops.legal_fulfiller

    Procedure

    1. Access the Legal Hold Notification matter intake form through either the Employee Center or the Legal Counsel Center.
      OptionDescription
      Using Employee Center (sn_lg_hold.legal_hold_fulfiller)
      1. Navigate to All > Employee Center
      2. Select Legal services from the header.
      3. In the Ethics and compliance category, select Legal Hold Notification.
      Using Legal Counsel Center (sn_lg_ops.legal_fulfiller)
      1. Navigate to List > Matters > All
      2. Select New.
      3. In the Request type pop-up window, select Legal Hold Notification.
      4. Select Submit.
    2. On the Legal Hold Notification matter intake form, fill in the fields.
      Note:
      For a description of the field values, see Legal hold notification matter intake form.
    3. Select Submit.

    Result

    A Legal Hold Matter is created.

    In the Legal Hold Matter page, under the Tasks tab, a task is created with the initial state set to Draft.

    In the Custodians tab, the custodian details are added.