and forms contained within the Proposal Kit helps me organize and accurately bid jobs for clients. Using the Proposal Kit is a big timesaver and it limits project creep. Necessary upfront planning is covered by the client interview questionnaire, flowcharts and design tools."
Formal Hold Investigation Form
Records Custodians Name: Insert name of record keeper. Legal Hold Team Representative: Insert name of representative. Case ID Number: Contract Reference Number.
Request for Legal Hold Information:
Provide the details of the case and instructions to list and identify content. Use this form to document the articles that need to be preserved as part of the litigation hold. Data Owners Name Content Description Data Collection Site (file share, mailbox, backup, workstation, smart phone, etc.) Data Custodian's - Network and or Physical Location (mapped drive, file cabinet) Preserve.
(y/n) Preservation method
Filled in by Litigation Response Team.