The Legal Hold Playbook is intended to provide a practical framework for codifying procedures and workflows into a formal document to improve the effectiveness of your legal hold team, process, and technology. By articulating predictable and repeatable processes, legal hold personnel understand their roles and responsibilities and can minimize ad-hoc decision-making.
In-house legal departments that leverage the playbook are poised to respond faster and more easily than those who use a bespoke approach. By customizing and documenting a playbook specific to your business requirements, your legal teams have access to a centralized and referenceable guide on approved policies and procedures designed to mitigate risks, minimize costs, and optimize personnel and technology resources, and ultimately defensible legal hold compliance.

Linked in each section of the playbook is a corresponding template in the appendix where you can document and track your legal hold procedures and workflows.

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