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Mastering Legal Hold Management; A Step-by-Step Guide

Mastering Legal Hold Management; A Step-by-Step Guide

$199.00
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Mastering Legal Hold Management: A Step-by-Step Guide



Course Overview

This comprehensive course is designed to equip participants with the knowledge and skills necessary to effectively manage legal holds in their organizations. Through interactive and engaging lessons, participants will learn the best practices and procedures for implementing and managing legal holds, ensuring compliance with regulatory requirements and minimizing the risk of non-compliance.



Course Objectives

  • Understand the concept of legal holds and their importance in the e-discovery process
  • Learn how to implement and manage legal holds in a defensible and cost-effective manner
  • Understand the regulatory requirements and industry standards for legal holds
  • Develop a comprehensive understanding of the technical and logistical aspects of legal holds
  • Learn how to communicate effectively with stakeholders and custodians
  • Understand how to manage and track legal holds using technology and tools


Course Outline

Module 1: Introduction to Legal Holds

  • Definition and purpose of legal holds
  • Types of legal holds (e.g., litigation holds, regulatory holds)
  • The role of legal holds in the e-discovery process
  • Best practices for implementing and managing legal holds

Module 2: Regulatory Requirements and Industry Standards

  • Overview of regulatory requirements (e.g., FRCP, GDPR)
  • Industry standards for legal holds (e.g., EDRM, ISO 27050)
  • Compliance with regulatory requirements and industry standards
  • Consequences of non-compliance

Module 3: Implementing and Managing Legal Holds

  • Identifying and notifying custodians
  • Preserving and collecting electronically stored information (ESI)
  • Managing and tracking legal holds
  • Communicating with stakeholders and custodians
  • Best practices for implementing and managing legal holds

Module 4: Technical and Logistical Aspects of Legal Holds

  • Overview of technical requirements for legal holds (e.g., data storage, security)
  • Logistical considerations for implementing and managing legal holds (e.g., resources, budget)
  • Using technology and tools to manage and track legal holds
  • Best practices for technical and logistical aspects of legal holds

Module 5: Managing and Tracking Legal Holds Using Technology and Tools

  • Overview of available technology and tools for managing and tracking legal holds
  • Using technology and tools to automate and streamline legal hold processes
  • Best practices for selecting and implementing technology and tools
  • Case studies and examples of successful implementation

Module 6: Communication and Stakeholder Management

  • Effective communication with stakeholders and custodians
  • Managing stakeholder expectations and concerns
  • Best practices for communication and stakeholder management
  • Case studies and examples of successful communication and stakeholder management

Module 7: Advanced Topics in Legal Hold Management

  • Managing complex and large-scale legal holds
  • Dealing with difficult custodians and stakeholders
  • Managing and tracking multiple legal holds simultaneously
  • Best practices for advanced topics in legal hold management

Module 8: Certification and Course Wrap-Up

  • Review of key concepts and takeaways
  • Final assessment and certification
  • Course evaluation and feedback
  • Next steps and continued learning


Certificate of Completion

Upon completing this course, participants will receive a Certificate of Completion issued by The Art of Service. This certificate is a testament to the participant's knowledge and skills in mastering legal hold management.



Course Features

  • Interactive and engaging lessons
  • Comprehensive and up-to-date content
  • Expert instructors with real-world experience
  • Personalized learning experience
  • Flexible learning format (self-paced, online)
  • User-friendly and mobile-accessible platform
  • Community-driven discussion forum
  • Actionable insights and hands-on projects
  • Bite-sized lessons and lifetime access
  • Gamification and progress tracking
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