Legal Hold Notification

As a custodian, acknowledge that you have received the legal hold notice, confirming your agreement to preserve all relevant data. This acknowledgment serves as formal documentation supporting the legal team in the context of legal proceedings.

Add a new custodian to issue the legal hold notice if a user is later identified as responsible for preserving data relevant to the existing legal hold.

Assign a matter owner (fulfiller) for the legal hold matter to be responsible for managing it.

Assign the legal user role to a custodian who is responsible for preserving data related to a legal hold.

Close a legal hold matter once the legal hold is officially lifted.

Various components are installed with Legal Hold Notification.

Install and configure the Legal Hold Notification application for creating and managing legal hold notification matter.

Configure a legal hold notice template to align with your organizational requirements.

Configure a restricted caller access privilege for the document templates application with a global scope to allow the legal matter application to perform read operations.

Customize the legal hold notice template available in the base system to align with your organizational requirements.

Explore the Legal Hold Notification application to understand its workflow, user roles, and the key benefits it offers across your organization.

Install the Legal Hold Notification plugin to be able to create a legal hold notification matter, add custodians, issue the legal hold notice, and close the legal hold notification matter.

Issue the legal hold notice to the custodian to ensure timely preservation of relevant data.

Use the Legal hold notification intake form to submit the legal hold notification matter.

The ServiceNow Legal Hold Notification application helps organizations manage their legal obligations to preserve relevant information when a legal hold is issued. It enables you to submit a legal hold matter, add custodians, send notices, and close the legal hold matter, to ensure legal and regulatory compliance.

Reference topics provide additional information about the components used in Legal Hold Notification.

Reopen a closed legal hold matter when a legal hold is either revoked or newly issued in relation to the same closed legal matter.

Send a reminder to custodians for them to acknowledge their role in ensuring that the data related to the legal hold is preserved.

Create a Legal Hold Notification matter to initiate the process of preserving the data related to the legal hold when the legal hold is issued.

The Legal Hold Notification application enables organizations to issue, track, and manage legal hold notices efficiently.