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      Cloud Onboarding & Offboarding
      Information Governance
      Foundational eDiscovery
      Cloud Onboarding & Offboarding
      Information Governance
      Foundational eDiscovery
      Platform

      Preservation

      Efficient Legal Preservation Without Disrupting Operations

      Traditional legal preservation methods struggle to keep up with modern collaboration tools. Custodian-based legal holds assume clear data ownership, but tools like Microsoft Teams, Slack, SharePoint, and cloud platforms allow information to be co-authored, hyperlinked, and dispersed.

      Manual legal hold processes like email-based notifications and spreadsheet tracking are inefficient, error prone, and lack defensibility. Many tools fail to capture hyperlinked files or preserve shared data properly, leaving organizations exposed to compliance risks.

      Legal hold management has traditionally been a confusing, time-consuming process. Many organizations still rely on outdated tools like Excel spreadsheets to track preservation requests, creating a significant administrative burden. Without automating the process of notifying custodians about their obligations, legal teams risk failing to preserve critical evidence, which can jeopardize legal matters.

      Inefficient Tracking

      Manual legal hold tracking is time-consuming and error-prone, making compliance oversight difficult. Without automation, legal teams struggle to monitor hold status, increasing the risk of missed deadlines and non-compliance.
       

      Lack of Accountability

      Manual systems cannot track which custodians have or have not complied with preservation requests, leaving important information at risk. Without clear audit trails, organizations face challenges in enforcing compliance and demonstrating defensibility.
       
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      Limitations of Existing Tools

      Microsoft Purview, Google Drive, and similar solutions expose many organizations to compliance risk. Many preservation tools struggle to scale across necessary data sources, formats, and systems.
       

      Hyperlinked Files Challenge

      Standard tools fail to capture content embedded in hyperlinked files, leaving critical evidence unprotected and compromising defensibility. Without proper preservation, key documents referenced in emails or collaboration platforms may be lost, creating significant risks for legal and compliance teams.

      The Solution - Cloudficient CaseFusion

      CaseFusion.PreserveTM automates the entire legal hold process, ensuring compliance while reducing manual effort. By streamlining custodian management, legal hold notifications and tracking, and custodial questionnaires, it creates a defensible and auditable preservation workflow.

      A real-time case timeline provides visibility into legal hold progress, deadlines, and compliance status. At its core CaseFusion’s advanced workflow engine automates notifications, follow-ups, and tracking to minimize legal risk while reducing storage costs. 

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