Trusted Data Memory
Legal Hold
Connect Preservation to the Matter
Connect Preservation to the Matter
Preserve communications, selected records, and institutional history with the context needed to find, understand, and use them. Trusted Data Memory connects the business record to authorized retrieval and reuse.
Define the Hold Scope
Legal and Records owners identify relevant custodians, sources, dates, and preservation requirements.
Verify the Supported Controls
Confirm the preservation and hold functions available in the selected release. Test scope, exceptions, and access before relying on the workflow.
Retain Evidence of the Process
Record the instructions, accountable owners, approvals, and results required to demonstrate how the preservation work was performed.
Review Before Release
Release or disposition requires the responsible owner’s authorization and checks against applicable retention requirements.
Trusted Data Memory
Keep the Knowledge Your Business Needs
Preserve
Enterprise information and business history
Find
Relevant records and the context behind them
Use Responsibly
Authorized access for a defined purpose
Developing preservation capability. Source coverage, controls, and integrations depend on the supported release.