Get the 9-Step Checklist + Bonus Team Assessment

When litigation or investigations arise, your legal hold process can make or break compliance. Relying on spreadsheets, manual emails, or ad-hoc tracking creates gaps that expose your organization to fines, sanctions, and reputational damage.

This practical self-assessment checklist helps in-house counsel and legal operations teams quickly evaluate the maturity of their legal hold program and identify areas for improvement. In just minutes, you’ll know whether your program is defensible or leaving your organization at risk.

Inside you’ll discover:

• 9 Key Steps for building a defensible, audit-ready legal hold process.

• 33 self-assessment questions to benchmark your current practices.

• How to spot compliance risks early — before they escalate.

• Where automation can reduce manual work and help you scale with confidence.

• A simple team scorecard to measure preparedness and drive continuous improvement.

Why Download?

• Ensure readiness for litigation and regulatory audits.

• Strengthen defensibility while saving time and resources.

• Gain a clear roadmap to modernize your legal hold program.

Complete the form to download your checklist and start building an audit-ready process today.