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Who might be interested: 

Users who are interested in Everlaw's legal holds tool. Please note this tool is only accessible to users with Legal holds permissions at the Database level.

What you will learn: 

How to create and send hold notifications, schedule automatic renotification and escalation notices, track custodian acknowledgement, and connect holds and custodians to documents uploaded to the platform.

Training Options

Watch pre-recorded training

Want to learn more about Legal Holds? Watch this 12 minute recorded training.

Watch pre-recorded training

Schedule custom training

If you would prefer a private training session with a member of Everlaw’s User Education team to train a group of users and discuss a workflow that is specific to your organization, you can schedule a virtual training session at a time of your choosing.

Schedule custom training

Training Activities Checklist

After you’ve watched the videos and have a basic understanding of how the legal holds tool works, practice your skills and try performing the following actions:

🗹 Add a custodian and fill out information about them.

🗹 Create a draft hold notice and use merge fields.

🗹 Send a test email to yourself to see what your hold notice looks like.

For any feedback about this site or any questions about the trainings offered, please reach out to training@everlaw.com 

For all other questions, please reach out to support@everlaw.com, 1-844-EVERLAW (US), or 0800-068-9249 (UK and EU)