legal-hold

To issue a legal hold notice, you define matter-specific scope, named custodians, systems, and effective dates. The skill drafts a ready-to-issue .docx preservation notice and updates the matter log fields, requiring explicit confirmation before finalizing the issue.

A preservation notice refresh drafts reaffirmation notices when scope or custodian lists change. It updates last and next refresh dates while flagging departed custodians for IT-level preservation action to maintain defensible coverage across active matters.

To release a legal hold, the skill generates a formal release notice and records an updated released date. This action informs custodians they can return to normal document retention and deletion policies when the preservation obligation ends.

Yes, you can generate a portfolio-wide legal hold status report from the central matter log. It highlights overdue or due refreshes and identifies missing holds, helping you prevent costly preservation failures across all active UK litigation matters.

Yes, the workflow supports UK litigation matters and CPR Part 31 obligations by ensuring defensible scoping and custodian coverage. It maintains versioned .docx notices and history entries for audit-ready document retention compliance.