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Respond to a Hold

This topic details the steps a hold recipient takes once a legal hold has been received.

When you have been selected as the recipient of a legal hold, the application will send you an email with information concerning the legal hold and a link to use to respond to the legal hold. You can respond that yes, you have electronic information pertaining to the subject matter; no, you do not have electronic information; or in some cases, maybe (typically meaning that you are not sure if you have electronic information pertaining to the subject matter). Optionally, the hold administrator will attach a questionnaire to aid the hold administrator in determining who has information.

Access the LegalHold Portal

  1. From the legal hold email sent to you from the application, select the link to the Legal Hold portal.
  2. On the Legal Hold portal,
  • if you have an account, type the password and select Login.
  • if you do not have an account, register by typing the password you want to use for the account (your email address is the user). 

lh_NewUser_SignUp.png

  1. Select .Create Account

Where to Find a List of Legal Holds

On the Legal Hold portal, select the My Holds component.

lh_my_holds.png

Respond to a Legal Hold

  1. On the My Active Holds tab of My Holds, click on the Not Yet Responded link for a legal hold.
    lh_my_active_holds_not_yet_responded.jpg
  2. On the Notice Response Page tab, select a response: Yes, No, or Unsure (if applicable).
    lh_my_active_holds_yes_response.jpg
  3. Select Submit.

Your response to the legal hold will now be updated on the My Active Holds tab of My Holds.  

Respond to a Questionnaire

  1. If the legal hold has a questionnaire based on your response, LegalHold will navigate you to the Questionnaire tab.
    lh_questionnaire.jpg
  2. Answer all questions in the questionnaire.
  3. Select Submit.

Your status for the questionnaire will now be updated on the My Active Holds tab of My Holds.

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