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FREE CHECKLIST

When a hold notice goes out, is your firm sure nothing gets deleted?

Get a fillable checklist for the IT side of a legal hold: which email, chat, files, phones, and backups to preserve, how to stop automatic deletion, and how to document every step.

  • Matter details and a custodian list with notice acknowledgments
  • Every data source to preserve, plus the settings that delete data automatically
  • A preservation log and release steps for when the hold ends

Four-page fillable PDF. Free, with no meeting required.

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Preserve first, then prove it.

A checklist is the first step. BlueKey IT can set up mailbox and Vault holds, adjust retention and backup settings, and document each step so your firm can show what was preserved and when. This checklist is an organizing tool for IT steps, not legal advice.

Looking for more? Browse all free IT resources from BlueKey IT.