Records & Legal Hold
Hold what a matter may need so nothing can change or destroy it, and export everything about a person, a matter or the company.
13 steps · 7 questions · 3 screens on this shelf
The screens on this shelf
Records
Legal Holds
A matter — litigation, an audit, an investigation, a public records request, a grievance or a complaint — holds the records it may need. While a hold is active the records it reaches cannot be changed, deleted, archived or purged, and their files cannot be deleted: the database refuses, whoever asks. Name the people (employees, applicants), the document types, the dates and, if you want, only some tables. A hold is never deleted; Release ends it and both stay on record.
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Records Exports
Everything about one employee, one applicant or one legal matter — or the whole company — as one ZIP: every record as JSON and CSV (and XML and Excel for a person or a matter), its audit history, its attachments from the document store, a manifest with a SHA-256 of every file and a PDF summary. Built in the background; every request and every download is audited. Passwords, keys and tokens are never exported.
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Hold Coverage
Every table a legal hold can reach, the columns that name a person in it, the document type and date a hold reads, and the bookkeeping a held row may still have changed (a file moving to the document store, a virus scan). Every HR and recruiting table that names an employee, a person, a candidate or an application is covered.
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