Dashboard

Good morning, Kyle. Here's your legal hold overview.

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Active Holds

Active

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Open Matters

0 active

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Total Custodians

Under hold

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Documents

Documents by Matter

Total: 0

No data yet — run a migration to populate

Hold Status

Active0

Pending0

Released0

Collection Pipeline

Live

0

Collected

0

Processed

0

Review Ready

0

Reviewed

0

Produced

Active Legal Holds

Hold Name	Matter	Custodians	Status	Issued
No holds yet

Recent Activity

No recent activity

Acknowledgment Tracker

Custodian responses

No holds to track yet

Matters

All legal matters and cases

All Active Closed

Matter Name	Client	Holds	Status	Created

Legal Holds

Issue New Legal Hold

Hold Name

Matter

Hold Type

Custodians

All Legal Holds

Hold Name	Matter	Type	Custodians	Status	Issued

Custodians

0 custodians

	Name	Email	Department	Active Holds	Status

Audit Log

Complete record of all platform actions

All Actions Create Update Delete

Timestamp	User	Action	Entity	Details

Documents

Documents under preservation

Title	Matter	Custodian	Tags	Collected

eDiscovery Searches

Build, save, and run defensible search queries

Query Builder

Match

— query preview —

Saved Searches

Search Name	Matter	Query	Results	Saved
No searches yet

Settings

Platform configuration and preferences

Organization

Organization Name

Default Hold Notice Template

API Access

ck_live_••••••••••••••••••••••••••••••••

Used for Exterro migration tool and API integrations. Treat as a password.

Keyboard Shortcuts

Open command palette

⌘K

Focus search/

Close palette / modalEsc

Dashboard

Documents by Matter

Hold Status

Collection Pipeline

Active Legal Holds

Recent Activity

Acknowledgment Tracker

Matters

Legal Holds

Issue New Legal Hold

Custodians

Audit Log

Documents

eDiscovery Searches

Query Builder

Saved Searches

Settings

Organization

API Access

Keyboard Shortcuts

New Matter

Add Custodian

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