Contact your Onit implementation specialist for any support you might need for implementation/setup of Onit Legal Holds.

To make changes to your settings within Legal Holds, see our Settings user guide here.

The Onit Legal Holds dashboard is the home screen for Legal Holds. Here, you'll get a comprehensive, customizable snapshot view of all your Legal Holds in progress, along with critical breakdowns, statistics and other information.

On the dashboard, the four boxes at the top of the screen show you: 

• The number of Open Holds (how many legal holds are active) 
• The number of holds Pending Approval – anything where notification is pending approval, preventing it from being sent out 
• The number of custodian holds Pending Acknowledgment 
• The number of Custodial Holds – all the holds that have been created.

Click on See Details in any one of these boxes to get a further breakdown of these categories. 

• The Holds by Recent Activity box provides a quick snapshot of holds that have been recently modified or had their phase changed – newly created holds, for example, or those moved from needing approval to being sent. Click on More to see more details and sorting options. 
• The Acknowledgement % box provides a look at the custodian count and acknowledgment percentage of recent holds. Here, you can sort by recent date started, hold count, or acknowledgment percentage. Click on More for more details and sorting options.  
• The Legal Holds by Type box provides a pie chart of your legal holds, broken down by type. 
• The Active Holds by Matter Type provides a pie chart of your legal holds broken down by matter type.  

• The Employee Change panel shows any changes made to an employee in the people app across eight different fields (name change, email change, employment status changes, manager and department changes, etc.) under the Value Change section, along with the name, change date and the employees active hold count. Click on More for more details and sorting options.
• Upcoming Escalations gives you a heads-up look at any hold escalations taking place soon; this is a valuable tool to alert individuals about their hold responsibilities before an escalation to their manager. Click on More for more details and sorting options.

• The Email Failures – Need Attention panel will show recent email failures that require action. Note that this will not reflect out-of-office messages or messaging forwards; this will only reflect emails that bounce back or could not be sent for whatever reason. Click on More for more details and sorting options. 
• Hold Digest Sent Date shows you the recipients and sent dates for recent hold digests. You can click on Settings to tweak Hold Digest settings. Click on More for more details and sorting options. 
• Preservation in Place Failures shows the recent preservation failures across the different types of systems and holds, along with other pertinent information and sorting options.  

The upper-right-hand corner has a few different options. Click the blue Plus button to quickly create a New Legal Hold, New Legal Hold Report, or New Matter.

The Question Mark button brings you to the repository of Onit Legal Holds guides.

• The white bug allows you to enable debugging for support issues.
• The light blue and white Person button allows you to change a password, edit profile settings, and log out.

The Sidebar provides you with quick-launch access to different Legal Hold applications and settings. These include: 

• The Custodian Dashboard (learn more here) 
• Legal Holds (learn more here) 
• Custodians allows you to get a filtered, organized look at all the different holds custodians are on this application provides several different customizable options for viewing data.

• Matters (learn more here)
• Surveys (learn more here)
• Legal Hold Types (learn more here)
• Templates (learn more here)
• People (learn more here)
• Logs - This screen tracks all of the recent legal holds activity. It is only visible to admins; this application provides several different customizable options for viewing data.

• Custodians on Hold allows users to see the basic data of what every custodian is on hold for; this application provides several different customizable options for viewing data including being able to be grouped by custodian.

Data grouped by custodian

• Custodian Reports gives a snapshot look at important custodian information  released, silent, custodial holds, pending acknowledgment, overdue acknowledgment, unacknowledged/escalated, and fully released custodians.

• Users allows you to update roles and permissions for Legal Holds users; this is an application for admins. This application provides several different customizable options for viewing data.

• Legal Hold Reports (learn more here)
• People Reports gives you a snapshot of employees On Hold, the number of total/active holds for non-employees, any employment status changes, and those with suspended notifications.

• Logout will allow you to sign out of Legal Holds.
• Settings is only visible for admin users (learn more here)

Onit's Legal Holds platform regularly updates with new releases and updates; check here for release notes and other Legal Holds news.