Integrating Legal Hold Technology Preserves Data for Legal Ops

Vivian Susko of Mitratech reports that preserving relevant information for litigation, regulatory inquiries, or investigations can be overwhelming as data increasingly resides across diverse platforms. Integrating legal hold technology with these platforms meets the challenge.  

Key integrations with email systems like Outlook ensure the automated preservation of emails and attachments, while collaboration tools like Microsoft Teams enable the seamless capture of chat histories and shared files. Advanced solutions extend these capabilities to non-custodial sites like SharePoint, ensuring no data is lost during active holds. 

Matter management integration further enhances efficiency, linking preservation efforts directly to cases and enabling features like initiating holds, tracking compliance, and generating centralized reports.

Integrating legal hold technology offers additional advantages. These include centralized reporting and data visualization, allowing users to monitor compliance rates and trends, improved efficiency through automation, and streamlined notifications to custodians. 

Integration with enterprise legal management systems provides a unified approach, enabling legal teams to issue holds, track data, and ensure private matter security without switching applications.

Automation preserves critical data while fostering collaboration across departments. This approach has several benefits, including increased efficiency, reduced redundancy, standardized reporting, and improved compliance. Integration saves time and establishes a defensible process for audits or litigation. 

As legal ops continues to evolve with advancements in integration, automation, and AI, adopting seamless legal hold technology integration is no longer optional. It empowers teams to handle growing complexities, stay proactive, and maintain agility, making it a cornerstone of efficient and compliant legal operations.