As part of the Legal Hold 1.1 release, we have introduced some key features to simplify the custodian creation process and make life easier for everyday Legal Hold Users.
What's New
- New Feature - Hold Reissue
- Ability to reissue a hold on an ad hoc basis or set a schedule for reissue
- This allows a company to automatically require its custodians to re-acknowledge a hold that has lasted longer than a set period, typically one year.
- New Feature - Hold Notice Changes Review
- When changes are made to the hold notice, those changes can be viewed in the hold changes tab. Users can see changes made to the hold notice language and compare differences between previous and current content.
- New Feature - Preview Custodians Tab
- After selecting the custodians, the user can quickly review, edit, and remove custodians from the preview custodians tab before adding them to the Hold and sending out notices.
Usability Enhancements
- Simplification of Excel Import option when importing custodians from a list
- Enhanced User experience that provides users with live feedback on the status of each process in the custodian creation
- Interactive hold guide and visual indicators to guide users through the whole process of creating custodians
- Reduction of the number of required clicks to create a legal hold by 40%
- Ability to add more custodians to a hold notice at any time in the custodian creation process until the notices are sent out
Custodian Release Enhancements
- Optimized the custodian release process for a faster and more efficient experience
- Added visual indicators to inform users of the status of the release process
Hold Revision Enhancements
- Enhanced the process of hold revision by making it easier to add additional custodians, modify the hold notice, and send notices
Performance Enhancements
- Reduced configuration complexity to decrease legal hold creation time by over 50%
Known Bugs
As part of our release, we also noticed a few bugs logged in our backlog and will be prioritized based on priority for future sprints.
The following bugs were noticed:
- When custodians are released, the options to send "Hold reminders" and "Suspend notifications" are still available.
- When holds are reopened, the phase does not change and remains closed even after a user clicks the reopen button.
- Some missing custodian data in the Legal hold report.
- When an approver rejects a template, it moves to the "Active’ state.
- When a hold is revised, custodians removed from the Preview Custodian tab are still notified.