How to Link a Manual Legal Hold to a Team Connect Dispute

Follow these steps to link a hold created in the LegalHold module to TeamConnect, by adding the matter number to LegalHold.

1. Go to the Team Connect → legal tab
2. Under selected disputes and navigate to the Legal Hold section.
3. Select Link Hold tab to begin the linking process.
4.  In the search window, type in the name of the Legal Hold you want to link.
5. From the search results, select the hold and click Link. You can link multiple holds at once.
   
    
6. In the pop up window, click Yes, link the selected hold(s).
   
    
7. Upon successful linking, you’ll get the notification of it.
   
   The system will automatically sync relevant data between the Legal Hold and the Team Connect dispute. Information such as Matter ID, Matter Name, and Matter Type are automatically updated and won’t be able to be changed after linking.