Data Preservation & Legal Hold

After talking this course, you will know how to avoid preservation pitfalls that could lead to spoliation, data alteration and possible sanctions

In this course you will learn.....

The legal hold and data preservation processes are actually two different actions used together to ensure that data is not altered or destroyed when a party has the reasonable expectation that they will be sued. The legal hold is a formal communication to custodians of data requesting that they preserve any electronically stored information (ESI) relating to a lawsuit or possible lawsuit. Failure to properly issue and manage the legal hold and preserve data could result in spoliation of evidence (whether intentional or accidental) and could have serious consequences for the offending party.

After completing this course you will have the tools and know how to issue a legal hold and implement data preservation. You will also learn:

  • What triggers the obligation to preserve ESI
  • Draft a legal hold notice
  • Implement and manage a legal hold
  • Determine what method of preservation is best for your case
  • How to preserve different data types such as cell phone, cloud, and social media
  • What could happen if ESI is not preserved

The course downloads & extras include:

  1. Software demo showing how an automated legal hold system works
  2. Printable legal hold notice templates
  3. Printable data preservation and legal hold flowchart and checklist
  4. Printable glossary of terms
  5. This course is eligible for one (1) Association of Certified eDiscovery Specialists (ACEDS) re-certification or eligibility credit

Recommended Prerequisites:

The E-Discovery Crash Course and Data Identification


Your Instructor


Joy Murao
Joy Murao

Joy Murao spent most of her career at Latham and Watkins, Paul Hastings and O’Melveny & Myers building, structuring, and supporting top-notch global practice support teams. Her career culminated in the transition from employee to entrepreneur with the founding of Practice Aligned Resources (PAR), a legal training and consulting company. PAR is a community of service-minded, Big Law, legal technology professionals providing project management, Electronic Discovery consulting, practice technology development, legal staffing, and technology training. Joy helped pioneer the field of Litigation Support and Electronic Discovery. She has dedicated her career to implementing new strategies, technologies and services in various practice areas for some of the largest firms and corporate clients in the world. Joy is an Executive Committee Member of the California Lawyer’s Association Law Practice Management & Technology Group. She is an active teacher and mentor in the legal community. She is the Regional Director (Southwest) for Women in eDiscovery and an instructor of UCLA Extension’s Paralegal Training Program


Course Curriculum


  What is Data Preservation?
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  What are Legal Holds?
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  Putting Data Preservation into Action?
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  Course Extras
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  Questions?
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  Test Your Knowledge
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  Course Feedback
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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