When a corporation anticipates a legal or regulatory action, it must act quickly to preserve potentially-relevant data. This often includes large volumes of both paper-based and electronically-stored documents, which can be difficult to locate, manage, and track. To prevent the loss of important data and maintain defensibility, the corporation must have a well-constructed legal hold policy, and an organized and efficient process for executing that policy. Method provides businesses with both the ability to execute on policy by designing and administering holds, as well as the tools necessary to assess business risk as part of developing a litigation preparedness strategy. 

Using Method, corporations can centralize and effectively manage legal holds. The general counsel’s office can send hold notices, distribute question sets, and monitor employee responses in real-time. Detailed reports can be generated to maintain complete and defensible audit trails by custodian, and alerts can be sent to HR and IT departments to make them aware of hold details. 

Legal hold needs differ among various business units and matters. To ensure these individual needs are met, Method provides the ability to customize question sets, hold notices, e-mail templates, and ESI source libraries to generate customized workflows that can be saved as templates and repeated. This flexibility allows users to perform and oversee multiple holds simultaneously, and eliminates the dependency on a single individual for information pertaining to the hold.