Legal Hold Obligations and Automation in Four Minutes

In the day-to-day world of legal departments, it can be challenging to ensure legal holds are done correctly; everything from getting the correct wording in the hold document, understanding the data types and where it exists, securing the acknowledgment, and reminding custodians of their ongoing obligation. As a result, ask a room of legal professionals, and the vast number of them will say they manage the hold process with a spreadsheet. This is not only inefficient; it leaves corporations open to a lot of unnecessary risk.

In this post, we will unravel the litigation hold problem, focus on what a litigation hold really is, where the duty comes from, and how to ensure it’s done right in a repeatable, defensible, and automated fashion.


About Daniel Gold

A veteran business leader with more than 15 years’ experience in e-discovery and technology, Daniel is the Senior Director of Corporate Accounts in the Midwest for Catalyst. Before joining Catalyst, Gold was Vice President, Managed Services for FlexManage, an IT managed services company, where he was responsible for P&L, strategy and service delivery. From 2014 to 2017, Gold was Director, Solution Architect for Epiq Systems. During his tenure, Gold consulted with law firms and corporations on how to be more productive in and efficient by shifting to a managed services business model. Earlier in his career, Gold held senior roles with Modus eDiscovery, LexisNexis and Robert Half International. He also was an attorney for Schottland, Manning, Caliendo & Thomson, P.A. and was Judicial Law Clerk to the Honorable Jamie S. Perri of the Superior Court of New Jersey, where he was also certified as a mediator by the Administrative Office of the Court (AOC). Gold holds a B.S. from Ithaca College and a J.D. from Syracuse University College of Law. He frequently educates legal professionals through CLE courses and writes on the advancements in legal technology, and is based in Kansas City.