Who has access to legal holds?

Only Account Owners and Account Admins can access, view, and edit Legal Holds.

ℹ️ The Holds section of the app is not visible to non-account admins.

Where can I create a legal hold?

  • My Legal Holds page (Premium Legal Hold subscribers only)

  • Project page under the Holds tab

Create a new Legal Hold

  • Click on the "Create new" button (located at the top left of the page)

  • Select "Create a new Legal Hold."

Step 1: Name your hold

  • By default, Logikcull will create a Project to store a Legal Hold. The Project will take on the name of your hold but the project name can be edited after it's created. Projects are required for legal holds because legal holds are fully integrated with our Discovery product.

  • If you have an existing project that you'd like to add you hold to, you can select it from the "Select a project" dropdown.

  • If you're creating a legal hold from a Project page, you will not see an option to select a project.

Step 2: Create Message

Message Details

  • "Start from a template" allows you to select an existing template.

  • Sender's Name: you can update the name that displays as the email sender. The default is the name of the user creating the hold. Note that only the display name will update, emails are sent from “notifications@logikcull.com.”

  • Reply to Email: allows you to designate the recipient of a reply if a custodian replies to the legal hold email. The default is the email address of the user creating the hold.

  • CC Recipients: CC recipients will receive a copy of the hold message but will not be added as custodians.

Message Body

  • Hold message: the initial email sent to custodians and any recipients included as CC Recipients.

  • Reminder message: optional text that will precede the legal hold email if you've select to "Resend" the legal hold in Step 4.

  • Release message: the email that custodians will receive when you release your legal hold.

Step 3: Add Custodians

  • Add custodians: you can copy and paste a list of email addressed by clicking on "Add custodians from..."

  • Available custodians: Logikcull stores the email addresses of custodians to whom you've previously sent legal holds. You can search select these under "Available custodians."

  • Selected custodians: custodians that will be added to the legal hold.

  • Silent custodians: the toggle next to each selected custodian allows you to set the custodian as "Silent." These custodians will be tracked as part of your legal hold but will not receive any emails.

ℹ️ Will my custodians see all hold recipients?

➡️ No. Each custodian will only see that the hold notification was sent to them individually.

Step 4: Review

  • Delivery: the default is to deliver immediately, but you have the option to choose a date and time for delivery.

  • Reminders

    • Non-acceptance: sent to custodians that have not acknowledged their legal hold email (they haven't clicked on the button at the bottom of the email).

    • Resend email: the legal hold email is resent to all custodians at the specified frequency (the "Reminder message" is what precedes these emails).

    You can review the summary to confirm your selections and click "Create Legal Hold" to send.

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