Hold Management

Creating, tracking and managing hold notices and custodian questionnaires has never been easier.    Using the Advantage Plus Custodian Management Module (CMM), legal counsel can create effective hold notices and custodian questionnaires that are tracked in Advantage Plus.  Simply use a predefined template, or create your own, and the system generated email is sent and receipt is tracked, using both a read receipt and download tracking, ensuring a defensible trail from creation to acceptance.  Users are reminded if they fail to acknowledge acceptance and responses to custodian questionnaires are automatically input and tracked by Advantage Plus.  The burden of constantly updating manual tracking methods, like spreadsheets or lists, is completely automated and makes tracking early case documents an easy and repeatable process.  Best of all, its included with Advantage Plus at no additional charge.