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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Legal hold notification matter intake form

Use the Legal hold notification intake form to submit the legal hold notification matter.

FieldDescription
Reason for legal holdReason for the legal hold.
Short descriptionBrief overview of the legal hold purpose.
Summary of legal matterDetailed summary of the legal issue.
Lawsuit filed by \(party name\)Name of the party who filed the lawsuit.
When was the legal hold issued?Date of the legal hold issued.
Legal hold start dateDate of the legal hold start date.
Legal hold end dateDate of the legal hold end date \(if available\).
Notice templateLegal hold notice template.An editable legal hold notice template is provided with the Legal Hold Notification application.
Custodial dataThe legal user responsible for preserving data related to the legal hold.The field provides the following information: - Custodian name. - Custodian email, which is automatically populated when the custodian is selected. - Data sources such as documents, spreadsheets, presentations, emails, and attachments.
Add attachmentsEnables the attachment of documents related to the legal hold.

Parent Topic:Legal Hold Notification reference