Defensible • Compliant • Stress-Free
Legal Holds Done Right.
We handle the heavy lifting.
When litigation is reasonably anticipated, your company has a duty to preserve relevant evidence.
Concord DT partners with corporate legal teams to implement fast, defensible legal holds — minimizing risk of spoliation and sanctions.
Custodian identification & interviews
Hold notice distribution & tracking
Data preservation & collection
What is a Legal Hold?
A legal hold (also called a litigation hold) is a formal directive to preserve all potentially relevant documents, emails, electronic files, and other data when litigation, a regulatory investigation, or a subpoena is reasonably anticipated.
Failure to implement a proper legal hold can result in:
- Spoliation sanctions and adverse inferences
- Court-imposed monetary penalties
- Loss of credibility in litigation
- Increased eDiscovery costs later
When does the duty to preserve arise?
Receipt of a demand letter or complaint
Or any communication suggesting potential litigation
Internal investigations or whistleblower reports
Regulatory inquiries or government subpoenas
Employee terminations with potential claims
How Concord DT Assists Companies with Legal Holds
We act as your trusted extension of the legal team — handling the operational burden so in-house counsel can focus on strategy.
Custodian Identification & Interviews
We help you quickly identify key custodians across departments, conduct targeted interviews, and map relevant data sources (email, Teams, SharePoint, laptops, mobile devices, cloud storage, etc.).
Legal Hold Notice Management
Drafting clear, plain-language hold notices • Distribution via secure portal or email • Acknowledgment tracking • Automated reminders • Compliance reporting.
Data Preservation & Collection
Forensically sound preservation of ESI • Suspension of auto-deletion policies • Targeted collection of relevant data • Secure chain-of-custody documentation.
Our Proven Legal Hold Process
Trigger Assessment
We help document the moment the duty to preserve arises and scope the matter.
Custodian & Data Mapping
Identify custodians, data sources, and relevant time periods.
Issue & Track Notices
Distribute customized hold notices and track acknowledgments.
Preserve & Collect
Implement holds on systems and collect data defensibly.
Monitoring & Release
Ongoing compliance monitoring, reminders, and formal release when the matter concludes.
Why Partner with Concord DT?
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LA-based with national reach
Secure data center in Los Angeles. We serve companies across the United States.
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Experienced in high-stakes matters
We support AmLaw firms, Fortune 500 companies, and government entities with defensible preservation workflows.
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Full-service eDiscovery partner
From legal hold through collection, processing, review platform loading, and production — one reliable vendor.
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Competitive pricing • Fast turnaround
No long-term contracts required. Transparent pricing with chain-of-custody documentation included.
“Concord stepped in during a time-sensitive regulatory investigation and helped us identify custodians, issue holds, and collect data within 48 hours. Their team made a complex process feel manageable.”
Example Legal Hold Notice Template
RE: [Matter Name / Description]
Dear [Custodian Name],
This company is involved in, or reasonably anticipates, litigation or a regulatory matter concerning [brief description]. You are receiving this notice because you may possess information relevant to the matter.
You must immediately preserve all potentially relevant information, including but not limited to:
- Emails, attachments, and calendar entries
- Documents, spreadsheets, presentations (Word, Excel, PowerPoint, etc.)
- Instant messages, Teams/Slack communications
- Data stored on company laptops, mobile devices, or cloud services
- Any physical documents related to the matter
Do not delete, alter, or destroy any of the above. Please suspend any routine document destruction policies that may apply.
Questions? Contact [Legal Contact Name] at [email/phone].
Signature: _______________________________ Date: ____________
Concord can customize and distribute professionally reviewed templates like this for your organization.
Ready to strengthen your legal hold process?
Let Concord DT help your company implement a repeatable, defensible legal hold program.
Los Angeles • Nationwide Service • Secure • Experienced
