HoldIT (TM) v2.01 Litigation Hold (Legal Hold) & Custodian Management Solution from CaseGuard

Feb. 17, 2010 - PRLog -- HoldIT (TM) v2.01 – Litigation Hold (Legal Hold) & Custodian Management Solution from CaseGuard Technologies, Inc.

Issuing, implementing, and supervising even one litigation hold (legal hold) is an administrative challenge; tracking multiple, often overlapping holds increases the complexity of complying with anti-spoliation legal duties. The right software solution will enable counsel to qualify custodians and track each litigation hold from issuance and custodian acknowledgment through eventual rescission of the hold order – and can automate the process of providing legal teams with acknowledgment status and reminder notices to appropriate custodians. Perhaps most importantly, sound process-solutions demonstrate a good faith effort to meet anti-spoliation duties across the range of reasonably anticipated and active matters.

Introducing HoldIT (TM) v2.01 – the only litigation holds solution where you are in charge.

• Compliant. Audit reports track notification workflow and escalate non-acknowledgement in real-time. Automates custodian qualification to enhance process soundness.

• Economical. Web-based software as a service means you only pay for the compliance you need. Allocate costs internally across matters or budgets.

• Easy. With no software to install or maintain, you can qualify custodians, issue holds, automate notifications, and track compliance from day one.

1. Automate Notification Workflows: HoldIT enables legal teams to design, automate, and monitor notifications and acknowledgements based on the needs of each case.

• Design and issue holds notices to potential custodians
• Track holds and acknowledgements across multiple custodians and matters
• Qualify custodians using included VettaTM questionnaire functionality
• Automate and customize preservation reminders
• Escalate non-acknowledgement through system defined alerts

2. Access Real-Time Reports and Audits On-Demand: HoldIT provides intuitive, web-based dashboards with reporting options that enable counsel to track each legal hold from issuance and custodian acknowledgement through eventual rescission of the hold order.

• Real-time reporting on:
 - matters
 - notification efforts
 - custodian acknowledgements
 - responses

• Audit trail for changes to:
 - hold notices
 - notification processes
 - custodians
 - matter owners and key stakeholders
 - hold rescission

3. Establish Organizational Collaboration: HoldIT role provisioning functionality allows groups within the organization and outside counsel to collaborate on the management of key custodians and retention of case essential documents.

• Legal departments. Create team member roles and assign hold management privileges and responsibilities.

• Outside counsel. Enable outside council to view hold status, collaborate on design of custodian questionnaires, and view acknowledgements and questionnaire responses.

• Human resources and IT departments. Share visibility on employees and matters subject to litigation hold.

4. Receive Alerts on Process Compliance Milestones: HoldIT alert systems support anti-spoliation needs by automatically track and escalating for review key process milestones in notification and custodian qualification. Alert systems actively monitor hold activities across a range of process milestones including:

• lack of acknowledgements
• impending hold expirations
• custodian responses to flagged issues

About CaseGuard

CaseGuard specializes in providing intuitive, secure, and affordable litigation hold (legal hold) solutions that allow customers to achieve efficiency and compliance from day one. Each of our solutions is:

• designed to address different needs

• be flexible to match your actual litigation volume, and

• structured to allow legal teams to allocate cost of compliance across budgets, matters, departments or divisions.

Our mission at CaseGuard is not simply to deliver software, but to deliver real value – giving us the ability to offer our customers a true edge in eDiscovery compliance and litigation management with solutions that are accessible anytime and anywhere. We are the leading provider of pure software-as-a-service (SaaS) to Fortune 500 and small-to-mid cap organizations and other institutions.

CaseGuard is a privately held corporation with its headquarters in Arlington, Virginia. Visit us on the web at: www.caseguardtech.com.

Copyright © 2009 CaseGuard Technologies, Inc. All rights reserved.

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CaseGuard delivers SaaS solutions to customers seeking alternatives to installing and maintaining litigation management applications on-site. Our software products offer many advantages without the IT resource drain of the traditional installation model.