LegalHold
Welcome to the LegalHold Help Portal!
Welcome to the LegalHold Help Portal!
New to the site?
No problem! Watch this quick introductory video to learn how to efficiently navigate around this help site.
LegalHold User Guide
This guide is designed to help LegalHold users understand the modules and features in the application. The help articles are divided based on your respective role in your legal department (i.e., Paralegal, Attorney, Operations, System Administrator, etc.) and the articles in each guide are meant to assist you with setting up, using, and troubleshooting the LegalHold application. Depending on your company's configuration, some of the images and instruction can appear differently than what is seen on this site.
Click on an icon to see more articles!
- Paralegal and Operations
- This guide is intended for Paralegals, Hold Administrators, and Operations personnel and is designed to help users understand the features and processes in the application.
- Scheduled Tasks - The Basics
- Add Silent Custodians to a Hold
- Manually Add New Users
- Manage All Active Holds
- Analyze Custodian's Questionnaire Responses Attached to a Hold
- Collections due date check
- Collection Reminder Email Setup
- Collector Email Setup
- Create and Edit Email Templates
- Create a New Questionnaire Template
- Create a Collection
- Create a new Hold in LegalHold
- Create a New Preservation Notice for a Hold
- Custodian Reminder Email Setup
- Custodian Import Audit Notification
- Custom Report Designer
- Data Steward Release
- Early termination Employees
- Employee Status Change Email
- Escalation Email Setup
- Export the Custodians List
- Hold and Custodian Export Setup
- Hold and Reminder Configurations
- Hold card
- Hold Template
- How to use Contact Me as a Hold Issuer
- LegalHold numbering
- Manage Collections
- Non-custodial Data Sources Import Setup
- Notice Approval Workflow
- People Import Setup
- Questionnaire Analysis by Hold
- Questionnaire Improvements
- Questionnaire Mandatory
- Questionnaire response settings
- Manage Questions in the Question Repository
- Release a Custodian from a Hold
- Manage Released Holds
- Release Data Stewards from Preservation Notices
- Run the Holds by Recipient Report
- Run the Hold Summary Report
- Run the Non Respondents by Hold Report
- Run the People Report
- Run the Recipients by Hold Report
- Run the Custodial Collections by Hold Report
- Run the Hold Response Rate Report
- Run the Non-custodial Collections by Hold Report
- Security for standalone holds
- Create a New Hold from TeamConnect and Sync to LegalHold
- Track Questionnaire History
- Manage Unsent Holds
- Create and Edit Groups
- User module
- View and Analyze Hold Responses
- View and Analyze Preservation Notice Responses
- View the Hold History and Different Notice Versions
- LegalHold System Administrator
- This guide is intended for LegalHold system administrators and covers topics like global system settings, data mapping, and setting the synchronization settings for TeamConnect and eCounsel.
- Access Custodian information on an Active Hold
- Require a Link to the Custodian Portal on All Holds
- Add New People to the System
- Add New Users to the System
- Configure the Custom Response Page in System Settings
- Configuring LegalHold for Data Collections
- Enable Contact Me
- Give TeamConnect Users Access to LegalHold
- Hold and Reminder Configurations
- LegalHold Robust Logging
- LegalHold Settings in TeamConnect
- Manage the Lookup Tables
- Manage Custom Fields
- SAML Configuration for LegalHold
- Set the Password Criteria for User Login
- Setting up SMTP
- Set the Sync Settings between TeamConnect and LegalHold
- User Permissions and Custom Groups
- Custodians, Data Stewards, and Collectors
- This guide is intended for Custodians, Data Stewards, Hold Recipients, and Collectors and is designed to help users understand responses and updates needed to be performed in their functional roles in the process.
- Release Notes
- This guide houses all of the release notes and relevant release information for Mitratech LegalHold.
- LegalHold 2.6.0 Release Notes
- LegalHold 2.5.3 Release Notes
- LegalHold 2.5.2 Release Notes
- LegalHold 2.7.0 Release Notes
- LegalHold 2.5.1 Release Notes
- LegalHold 2.7.1 Release Notes
- LegalHold 2.5.0 Release Notes
- LegalHold 2.8.1 Release Notes
- LegalHold 2.2.1 Release Notes
- LegalHold 2.8.2 Release Notes
- LegalHold 2.2.0 Release Notes
- LegalHold 2.1.2 Release Notes
- LegalHold 2.1.1 Release Notes
- LegalHold 2.1.0 Release Notes
- LegalHold 2.0.1 Release Notes
- LegalHold 2.0.0 Release Notes
- LegalHold 1.2.4 Release Notes
- LegalHold 1.2.3 Release Notes
- LegalHold 1.2.2 Release Notes
- LegalHold 1.2.1 Release Notes
- LegalHold 1.2.0 Release Notes
- LegalHold 1.1.0 Release Notes
- LegalHold 1.0.5 Release Notes
- LegalHold 1.0.4 Release Notes
- Custom Field mapping from TeamConnect to LegalHold
- LegalHold 2.8.10 Release Notes
- LegalHold 2.8.3 Release Notes
- LegalHold 2.8.6 Release Notes
- LegalHold 2.8.7 Release Notes
- LegalHold 2.8.8 Release Notes
- LegalHold 2.9.0 Release Notes
- LegalHold 2.9.1 Release Notes
- LegalHold 2.9.2 Release Notes
- LegalHold 2.9.3 Release Notes
- LegalHold 3.0.0 Release Notes
- LegalHold 3.0.1 Release Notes
- LegalHold 3.1.0 Release Notes
- LegalHold 3.1.1 Release Notes
- LegalHold 3.1.3 Release Notes
- LegalHold 3.2.0 Release Notes
- LegalHold 3.2.2 Release Notes
- LegalHold 3.3.3 Release Notes
- LegalHold 3.4.0 Release Notes
- LegalHold 3.4.1 Release Notes
- LegalHold 3.5.0 Release Notes
- LegalHold 3.5.1 Release Notes
- LegalHold 3.5.2 Release Notes
- TeamConnect LegalHold Integration 2.0 Release Notes
- TeamConnect LegalHold Integration 2.1.0 Release Notes
- TeamConnect LegalHold Integration 2.1.1 Release Notes
- TeamConnect LegalHold Integration Version 1.2.5 Release Notes
- TeamConnect LegalHold Integration Version 2.1.2 (April 2022):
- TeamConnect LegalHold Integration Version 2.1.3 (June 2022):
- TeamConnect LegalHold Integration Version 2.1.4 (July 2022)
- TeamConnect LegalHold Integration Version 2.1.6 (May 2023)
- TeamConnect LegalHold Integration Version 2.1.7 (June 2023)
- TeamConnect LegalHold Integration Version 2.1.8 (August 2023)
- TeamConnect LegalHold Integration Version 2.1.9 (September 2023)
- TeamConnect LegalHold Integration Version 2.2.0 (October 2023)
- Integration Guides
- These integration guides provide instructions and tips-and-tricks for integrating LegalHold with TeamConnect and eCounsel.
- LegalHold API documentation
- Welcome to LegalHold API documentation. You can find the documentation in the attached PDF file.
