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CaseFusion.PreserveTM simplifies and automates the legal hold process, ensuring compliance while reducing the burden on legal and compliance teams. By centralizing legal hold notifications, tracking responses, and integrating custodian responses into a structured workflow, CaseFusion streamlines the Preservation aspect of Foundational eDiscovery.
CaseFusion will empower your legal team with greater efficiency, accuracy, and control over the legal hold process.
AUTOMATED
LEGAL HOLDS
+ Create, send, and track legal holds with automated reminders and escalation workflows
+ Deploy surveys using customizable smart templates to capture precise case-related information
+ Ensure compliance with defensible audit trails and real-time status tracking
CUSTODIAN PORTAL & RESPONSE MANAGEMENT
+ Centralized portal for custodians to acknowledge holds and complete surveys
+ Simplifies response tracking, reducing manual involvement
+ Provides legal teams with real-time visibility into custodian actions and engagement
IN-PLACE PRESERVATION & IT INQUIRES
+ Preserve data in place across M365, Slack, Expireon, and other enterprise systems
+ Gain insights into potentially relevant systems by sending targeted IT administrator inquiries
+ Automate custodian and case-level data maps to narrow the scope of preservation and collection
Why Use CaseFusion?
The traditional legal hold process is manual, making it inefficient and prone to errors. Organizations often rely on spreadsheets and email-based communication to track preservation which leads to compliance risks and oversight issues.
CaseFusion simplifies and automates the legal hold process, ensuring compliance while reducing the burden on legal and compliance teams.
CaseFusion brings automation, visibility, and defensibility to the preservation process allowing legal teams to work more efficiently while reducing risk.
Automated, Defensible Holds
Streamline the process and reduce manual effort while ensuring compliance
Custodian Engagement
Provides a portal for custodians to acknowledge holds, complete surveys, and track obligations
Targeted
Preservation
Enables in-place preservation of data across platforms like M365, Slack, and Expireon
Actionable Data Mapping
Helps legal teams refine preservation scope and minimize over-collection
