Independent prototype · Hold records and people are fictional sample data.
Preserve relevant information with clear ownership
Track notices, acknowledgements, custodians and follow-up in one matter view.
MER-2026-014 / preservation
Legal hold management
Matter: Meridian acquisition review · Hold coordinator: Alex Morgan
2 OPEN HOLDSView hold activity
Notices to send
2
New custodians added
Notices sent
10
Acknowledged: 9
Custodians in scope
12
Across 4 source systems
Active holds
2
Next follow-up: May 29
Hold register
Notice status, follow-up and source coverage
ALL HOLDS
| Hold / matter name | Custodians | Notice issued | Follow-up | Status | Data sources | Owner |
|---|---|---|---|---|---|---|
| Meridian transaction review | 8 | May 12, 2026 | May 29, 2026 | OPEN | M365 · Teams · SharePoint | A. Morgan |
| Integration planning preservation | 4 | May 15, 2026 | May 30, 2026 | 1 ACK PENDING | M365 · Shared drive | J. Patel |
| Preliminary inquiry | 2 | May 02, 2026 | Jun 02, 2026 | UNDER REVIEW | Mailbox · Mobile | A. Morgan |
Create a hold notice
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Custodians / sources
Review recipients and preservation instructions before issuing.