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Legal Hold and Preservation

Identify and implement process improvements for defensible legal hold and preservation, including automation.

Partner with professionals to develop a defensible legal hold and preservation process with a full assessment, third-party software implementation, legacy platform migration, and preservation automation. Support adoption of new processes and technology with customized runbooks, documented policies and procedures, training, and ongoing support.

Epiq Legal Hold and Preservation Solutions

       
         

Legal Hold and Preservation Assessment

  • Identify business, functional, and technical requirements, along with discrepancies between leading legal hold preservation methodologies and the system of record, with a full assessment.
  • Make informed technology decisions by evaluating legal hold and preservation technology options.
  • Remediate data that is preserved and shouldn’t be, and vice versa, using a legal hold and preservation gap assessment report.
       
         

Third-Party Software Implementation

  • Successfully deploy third-party legal hold software such as Microsoft, Relativity, and Exterro, including custom workflows, design templates, and connectivity to multi-cloud data sources.
  • Integrate legal hold and preservation software with identity and access management platforms, including human resource systems.
  • Improve response rates with custom, branded legal hold notices with automated preservation processes.
       
         

Legal Hold and Preservation Migration

  • Eliminate systems no longer actively used by migrating data subject to legal hold to your current platform.
  • Transition from legacy platforms as experts defensibly migrate data with minimal operational disruption.
  • Keep only the data you need by evaluating existing preservation guidelines during migration.
       
         

Preservation Automation Service

  • Reduce legal hold-related preservation FTE costs by up to 97% through automation.
  • Meet business demands by building custom scripts to automate the preservation process, using organization-specific custodian naming conventions, preservation strategy, and preservation targets.
  • Eliminate human error and data duplication with automated in-place preservation.

Ensure successful adoption with post-implementation training for updated processes.
Gain ongoing support, if needed, with Epiq Flex IG Talent.

200,000+

custodians on hold at one organization

100+

organizations successfully implemented

120+

expert affidavits and testimonies completed to date in support of legal hold clients

Certifications

including Microsoft, Relativity, and Exterro

Microsoft and Epiq Making More Possible

Microsoft counts on Epiq’s blend of legal and technical expertise to help clients get more from their technology.

Learn more about Epiq and Microsoft's partnership.

Partner with professionals to develop a defensible legal hold and preservation process.