Legal hold notification matter intake form

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use the Legal hold notification intake form to submit the legal hold notification matter.

    Tabelle : 1. Legal Hold Notification matter intake form
    Field Description
    Reason for legal hold Reason for the legal hold.
    Short description Brief overview of the legal hold purpose.
    Summary of legal matter Detailed summary of the legal issue.
    Lawsuit filed by (party name) Name of the party who filed the lawsuit.
    When was the legal hold issued? Date of the legal hold issued.
    Legal hold start date Date of the legal hold start date.
    Legal hold end date Date of the legal hold end date (if available).
    Notice template Legal hold notice template.

    An editable legal hold notice template is provided with the Legal Hold Notification application.
    Custodial data The legal user responsible for preserving data related to the legal hold.

    The field provides the following information:

    • Custodian name.
    • Custodian email, which is automatically populated when the custodian is selected.
    • Data sources such as documents, spreadsheets, presentations, emails, and attachments.
    Add attachments Enables the attachment of documents related to the legal hold.