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eDiscovery

Legal Hold Isn’t Optional: Why It Matters and What to Look For

| November 7, 2025

Litigation today moves fast – and so does data. Legal teams are expected to manage vast and ever-changing volumes of information while maintaining compliance, protecting client confidentiality, and staying ready for whatever disputes may arise. At the heart of that readiness is one essential safeguard: a defensible legal hold program. It’s more than a procedural step – it’s the foundation of litigation preparedness. When overlooked or mishandled, the impact can be significant, leading to regulatory, financial, and reputational consequences that no organization can afford to ignore. 

 

What Is a Legal Hold and Why It Matters 

A legal hold – often referred to as a litigation hold – is the formal process an organization uses to preserve all information that may be relevant to a current or potential matter, audit, or investigation. When issued, it instructs key individuals to retain specific documents, emails, and other electronic records, ensuring that nothing is deleted, modified or lost. 

 

Why does this matter?  Defensible preservation isn’t optional – it’s an expectation. Courts require organizations to show that they have taken reasonable, consistent steps to protect relevant data. When that process breaks down, the consequences can be serious – from sanctions and financial penalties to reputational damage. A well-managed legal hold program provides more than compliance; it gives legal teams the structure and confidence to respond quickly, accurately, and defensibly when litigation arises. 

 

 

Legal Holds in Today’s Tech Stack 

Modern legal operations rely on a complex ecosystem of technology – from document management and collaboration tools to cloud repositories and eDiscovery platforms. Within this landscape, integration is everything. Embedding legal hold functionality across systems ensures that preservation efforts are consistent, efficient, and defensible. 

 

A strong legal hold program in today’s environment should include: 

 

  • Centralized preservation and retention: Integrate your legal hold process across all key systems to maintain consistency and reduce manual effort. 
  • Automated communications and tracking: Automation ensures custodians are notified, acknowledgements are captured, and audit trails are maintained – without the administrative burden. 
  • Seamless eDiscovery readiness: When legal hold workflows are connected to your eDiscovery tools, teams can move seamlessly from preservation to collection and review, minimizing delays when time matters most. 

The more connected your systems are, the more defensible your process becomes. Legal hold isn’t just about keeping data – it’s about creating a transparent, auditable framework that allows legal teams to operate with confidence and agility when the stakes are high. 

 

What to Look for in a Legal Hold Solution 

Not all legal hold solutions are created equal. The right platform should simplify complexity, scale with your organization, and provide the visibility your team needs to stay defensible. As you evaluate options, look for tools that enhance efficiency, consistency, and control – not just another layer of administration.  

 

Here are a few core features to prioritize: 

 

1. Ease of Use 
Adoption drives success. A user-friendly interface helps custodians understand their responsibility and act quickly – without heavy training or confusion. When the platform is intuitive, compliance follows naturally. 


2. Comprehensive Coverage 

Your legal hold system should connect to all key data sources – email, cloud platforms, file servers, and collaboration tools. Missing a data source creates risk; full coverage ensures that preservation is complete and defensible. 

 

3. Auditability and Reporting 
Defensibility depends on documentation. Courts may require proof that a legal hold was issued and complied with. Look for solutions that automatically capture detailed audit trails, acknowledgements, and status reports.  

 

4. Scalability 
As your organization grows, your preservation needs will grow with it. A strong platform should handle increasing data volumes, multiple concurrent holds, and complex custodial networks without compromising performance. 

 

5. Integration with eDiscovery Workflows 
A legal hold program delivers the most value when it’s part of an integrated workflow. Platforms that connect preservation, collection, and review streamline operations, reduce duplication, and minimize risk of error. 

 

A thoughtful technology choice does more than check a compliance box – it builds a foundation for defensibility, efficiency, and trust. When legal hold tools align with your broader tech strategy, your team can focus less on administration and more on delivering value to the business and your clients. 

 

The Role of Legal Holds in Litigation Readiness 

A strong legal hold program isn’t just about compliance – it’s about preparedness. When implemented effectively, it becomes a cornerstone of litigation readiness, giving legal teams the structure, transparency, and confidence they need to respond under pressure. 

 

By establishing clear policies, leveraging automation, and integrating the right technology, legal teams can: 

 

  • Respond quickly and accurately to litigation or regulatory inquiries. 
  • Minimize risk of data loss or spoliation, protecting both evidence and reputation. 
  • Reduce administrative burden through automated tracking, reporting, and communication. 
  • Maintain defensible, auditable processes that stand up to scrutiny in any jurisdiction. 

Ultimately, litigation readiness isn’t achieved through technology alone – it’s built through discipline, documentation, and design. Legal holds bring those elements together. They ensure that when a dispute arises, your team isn’t scrambling to locate data or prove compliance – they are ready, informed, and in control. 

 

 

Final Thoughts

In today’s legal landscape, a defensible legal hold program isn’t optional – it’s foundational.  It’s what allows legal teams to act decisively, protect client interests, and maintain confidence in the face of complexity. When built and managed effectively, legal holds become more than a compliance requirement – they become a strategic advantage.  

 

Choosing the right solution and integrating it into your broader technology ecosystem ensures that preservation, collection, and review all work in harmony. The result? Faster response times, reduced risk, and a more defensible process from start to finish. 

 

At Array, we help legal teams implement scalable, compliant legal hold programs as part of a holistic approach to litigation readiness. Our experience across the full discovery lifecycle means we understand how people, process, and technology intersect – and how to make them work together seamlessly. 

 

Because in the end, a legal hold isn’t just a policy – it’s a strategic tool. It’s how organizations protect their data, uphold their integrity, and ensure they’re ready for whatever comes next. 

 

By Esther Trifan, Director of Client Services & Customer Success

Esther is a seasoned eDiscovery professional with over 18 years of direct experience supporting litigation, investigations, and regulatory matters. As Director of Client Services & Customer Success at Array, she leads a team of Project Managers and eDiscovery Analysts, overseeing the delivery of complex discovery projects across a wide range of jurisdictions and industries. With 22+ years of experience in project management and client services, Esther is responsible for driving operational excellence, ensuring defensibility and efficiency across all phases of the EDRM, and aligning service delivery with client and legal objectives. She brings a consultative, solutions-focused approach to every engagement, guiding internal teams and external stakeholders through high-pressure, data-intensive matters. 

 

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