Preservation is one of the most critical steps in the legal process, but it is also one of the most misunderstood and vulnerable to risk. As organizations deal with increasing data volumes, remote custodians, and shifting legal standards, outdated preservation practices are no longer enough.

This updated guide delivers a clear roadmap for legal, compliance, and investigative professionals to strengthen their preservation practices. From issuing holds and tracking compliance to applying proportionality and reducing overpreservation, you’ll find practical strategies to improve defensibility and reduce exposure. It also offers tips for building repeatable workflows and supporting documentation that hold up under scrutiny.

Whether you are managing litigation, regulatory requests, or internal investigations, this guide will help you preserve the right data at the right time while minimizing unnecessary effort and risk.

What You’ll Learn:

• Core elements of a defensible preservation process

• How to apply legal hold best practices with greater consistency

• Strategies for balancing proportionality and compliance

• Techniques to document your process and reduce risk

• Tips for modernizing preservation across departments

Complete the form now for instant access to this 19-page guide!