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How to map litigation hold obligations to documents?

Extract hold scope, custodians, systems, document categories, preservation triggers, legal notices, acknowledgements, and release conditions.

Map hold evidence

Make litigation holds document-backed

Litigation holds require legal teams to define scope, custodians, data sources, preserved categories, notices, acknowledgements, exceptions, and release conditions. TextMine can extract and organize the evidence behind each hold.

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Standardize preservation requirements

Playbooks can define what evidence is needed for matter type, jurisdiction, custodian group, system, document category, and escalation path.

an illustration of documents

Route acknowledgements and gaps

Workflows can assign missing acknowledgements, unclear custodian scope, new data sources, and release approvals to legal operations owners.

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Keep hold decisions auditable

Records can store scope, notices, acknowledgements, source documents, reviewer decisions, and release history.

Extract scope
Capture matter, custodians, systems, categories, and dates.
Map evidence
Connect hold terms to notices and acknowledgements.
Track custodians
Monitor acknowledgements, changes, and exceptions.
Route gaps
Assign missing responses and unclear preservation issues.
Store records
Keep source-backed hold status and decisions.
Manage release
Track release conditions and approvals.
Support audit
Show the evidence trail for preservation actions.
Extract scope
Capture matter, custodians, systems, categories, and dates.
Map evidence
Connect hold terms to notices and acknowledgements.
Track custodians
Monitor acknowledgements, changes, and exceptions.
Route gaps
Assign missing responses and unclear preservation issues.
Store records
Keep source-backed hold status and decisions.
Manage release
Track release conditions and approvals.
Support audit
Show the evidence trail for preservation actions.

Keep hold decisions auditable

Records can store scope, notices, acknowledgements, source documents, reviewer decisions, and release history.

Extract scope
Capture matter, custodians, systems, categories, and dates.
Map evidence
Connect hold terms to notices and acknowledgements.
Track custodians
Monitor acknowledgements, changes, and exceptions.
Route gaps
Assign missing responses and unclear preservation issues.
Store records
Keep source-backed hold status and decisions.
Manage release
Track release conditions and approvals.
Support audit
Show the evidence trail for preservation actions.
Extract scope
Capture matter, custodians, systems, categories, and dates.
Map evidence
Connect hold terms to notices and acknowledgements.
Track custodians
Monitor acknowledgements, changes, and exceptions.
Route gaps
Assign missing responses and unclear preservation issues.
Store records
Keep source-backed hold status and decisions.
Manage release
Track release conditions and approvals.
Support audit
Show the evidence trail for preservation actions.

Product map

Match each document job to the right TextMine surface

These guides can mention several products because enterprise document work rarely stops at extraction. Use this map to see how review, evidence, orchestration, records, rules, and system handoff fit together.

WorkbenchReview documents, compare files, ask questions, and produce source-aware outputs.VaultExtract document facts and keep every answer tied to source evidence and review state.WorkflowsRoute exceptions, approvals, evidence requests, remediation tasks, and handoffs.RecordsTurn approved findings into governed records for search, reporting, export, and sync.PlaybooksCodify policies, review criteria, templates, and acceptable positions.IntegrationsSend verified document context into agents, APIs, CRMs, ERPs, and compliance tools.

Map TextMine to your document workflow

Tell us what you are trying to review, extract, route, or report on. We will show which TextMine products fit your process, from Workbench and Vault through Workflows, Records, Playbooks, and Integrations.

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