Issue a legal hold notice

task australia Updated Sep 10, 2026 1 min read issue-lg-hold-notif-matter.md

Raw file servicenow.com

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

Before you begin

Role required: sn_lg_hold.legal_hold_fulfiller

Procedure

Navigate to All > Legal Request > Legal Counsel Center.
Select the List icon ([Omitted image "lsd-lcc-list-icon.png"] Alt text: List icon).
In the Default lists tab, navigate to Matters > All
Select the legal matter from the list.
Select Start work.

The legal matter state changes from Assigned to Work in progress.
In the legal matter page, select Preview and issue hold.

The legal hold notice appears in the window.
Select Edit.

A legal hold notice opens in an editable format.

[Omitted image "Customize-legal-hold-notice-template.png"] Alt text: Legal hold notice template
Customize the notice by substituting your organization's company name for placeholder text and adding any additional text you want to include.

Warning: Do not modify the JavaScript variables marked with ${ } in the legal hold template. Editing these variables might corrupt the template and prevent the legal hold notice from being generated.

If you need to revert changes, select Discard changes.
Select Save and preview.
Review the edited legal hold notice and select Issue legal hold.

Result

In the Activity section, a message is displayed as Legal hold notice has been sent to X custodians.

In the Tasks tab, the state of the task assigned to the custodian changes from Draft to Assigned.

A legal hold notice is issued to the custodian via email, with the fulfiller copied in the Cc field.

A copy of the legal hold notice sent to the custodian is attached under the Artifacts tab within the corresponding legal matter.

Parent Topic:Using Legal Hold Notification

70 lines · 2.7 KB Wrap lines

---
title: Issue a legal hold notice
description: Issue the legal hold notice to the custodian to ensure timely preservation of relevant data.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/legal-hold-notification/issue-lg-hold-notif-matter.html
release: australia
product: Legal Hold Notification
classification: legal-hold-notification
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Legal Hold Notification, Legal Service Delivery Practice Applications, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---

# Issue a legal hold notice

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

## Before you begin

Role required: sn\_lg\_hold.legal\_hold\_fulfiller

## Procedure

1. Navigate to **All** &gt; **Legal Request** &gt; **Legal Counsel Center**.

2. Select the List icon $\[Omitted image "lsd-lcc-list-icon.png"\] Alt text: List icon$.

3. In the **Default lists** tab, navigate to **Matters** &gt; **All**

4. Select the legal matter from the list.

5. Select **Start work**.

The legal matter state changes from Assigned to Work in progress.

6. In the legal matter page, select **Preview and issue hold**.

The legal hold notice appears in the window.

7. Select **Edit**.

A legal hold notice opens in an editable format.

\[Omitted image "Customize-legal-hold-notice-template.png"\] Alt text: Legal hold notice template

8. Customize the notice by substituting your organization's company name for placeholder text and adding any additional text you want to include.

**Warning:** Do not modify the JavaScript variables marked with $\{ \} in the legal hold template. Editing these variables might corrupt the template and prevent the legal hold notice from being generated.

If you need to revert changes, select **Discard changes**.

9. Select **Save and preview**.

10. Review the edited legal hold notice and select **Issue legal hold**.

## Result

In the **Activity** section, a message is displayed as **Legal hold notice has been sent to X custodians**.

In the **Tasks** tab, the state of the task assigned to the custodian changes from Draft to Assigned.

A legal hold notice is issued to the custodian via email, with the fulfiller copied in the **Cc** field.

A copy of the legal hold notice sent to the custodian is attached under the **Artifacts** tab within the corresponding legal matter.

**Parent Topic:**[Using Legal Hold Notification](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-hold-notification/use-lg-hold-notif.md)