Our team led a Fortune 100 oil and gas company during the implementation of a legal hold system. We assisted the client in:

  • Gathering and prioritizing requirements
  • Documenting business process workflows
  • Integrating with email, HR and legal matter management systems
  • Configuring the system in alignment with best practices
  • Conducting user acceptance testing and providing error resolution
  • Facilitating classroom-style trainings for the department.

Our team completed the migration of hundreds of legal holds from multiple legacy systems, and recommended procedures to integrate with an asset management system intended to identify tens of thousands of custodians on legal hold and their associated preservation requirements.

Note: This work was performed prior to joining Stout.