Exploring Legal Hold Notification
Explore the Legal Hold Notification application to understand its workflow, user roles, and the key benefits it offers across your organization.
Legal Hold Notification overview
The The ServiceNow® Legal Hold Notification application helps organizations manage their legal obligations to preserve relevant information when a legal hold is issued. It enables you to submit a legal hold matter, add custodians, send notices, and close the legal hold matter, to ensure legal and regulatory compliance.
Legal Hold Notification users
| User | Description |
|---|---|
| Legal hold administrator | Manages the administrative processes for the Legal Hold Notification application. |
| Legal hold configurator | Handles the setup and management of Legal Hold Notification records. |
| Legal hold fulfiller | Responsible for managing legal hold notification requests, including creating notices and sending email notifications to custodians to ensure acknowledgment. |
| Custodian | Responsible for preserving potentially relevant data related to a legal hold matter and are held accountable for receiving and acknowledging the legal hold notice. |
Legal Hold Notification workflow
The following workflow outlines the legal hold process, from creating to closing a legal hold notification matter.
- A legal hold fulfiller submits a legal hold notification matter when a legal hold is issued.
- A group manager or practice area lead assigns the matter owner (legal hold fulfiller) to the legal hold matter.
- The legal hold fulfiller drafts the legal hold notice, adds custodians, and sends the notice to ensure that related data is preserved.
- The custodians receive the legal hold notice and formally acknowledge its receipt.
- The legal hold fulfiller tracks the custodian acknowledgment status and sends reminders to custodians who haven't acknowledged the notice.
- The legal hold fulfiller confirms that all custodians have acknowledged the notice.
- The legal hold fulfiller closes the legal hold notification matter when the legal hold is officially lifted.
Legal Hold Notification benefits
Legal Hold Notification provides the following benefits:
- Provides a streamlined legal hold workflow that simplifies processes and integrates smoothly with existing legal and corporate systems.
- Minimizes administrative effort in tracking legal hold status through the use of structured interfaces and dashboards.
- Enhances overall efficiency by reducing the time required to manage legal hold–related tasks.
What to explore next
To find out more about configuring and using Legal Hold Notification, see: