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My legal team would like to be able to amend existing legal hold notices and resend to custodians.  There is often times when case details or relevant information that was originally sent out needs to be updated but sending a whole new legal hold notice ...
Idea by Lindsey L | 21 Mar 2014 | 2 comments
Today, we have to create two legal hold notices for every case, because we have custodians (senior leadership) who do not have escalation managers listed on their Clearwell account.  However, if we have a single legal hold notice (with both custodians ...
Idea by Lindsey L | 21 Mar 2014 | 1 comment
It would be great if we could get Email Digests to generate only if a custodian field (like term date) was modified or changed.   The thought of getting 5 to  daily emails with no changes increases the risk that a significant change might be overlooked ...
Idea by HoosierUser | 13 Mar 2014 | 0 comments
When viewing and generating reports on All Legal Holds, it would be nice to have a column for Created Date and Created By (or maybe fields for Managing Attorney, Legal Support Staff, or other customizable placeholders like you have for cases.   Right ...
Idea by HoosierUser | 13 Mar 2014 | 0 comments
I need a solution Our Company began using Clearwell approximately a year ago.   At no point in time were we made aware that an appliance has a case limit of 100 on it.  Had we known ...
This issue has been solved
Forum Discussion by HoosierUser | 13 Mar 2014 | 1 comment
Issue :   Currently when presented with the confirmation page, it shows ALL cases the person has a hold on.  This is not specific to the case associated with this particular legal hold.   Recommend :   A correction is needed ...
Idea by James Wright HRO | 10 Mar 2014 | 0 comments
Issue :   Currently, we are unable to report in total with legal hold reports how many reminders were re-sent.  Therefore, customer is unable to validate that the reminder notice sent numbers are correct.     Recommend :   ...
Idea by James Wright HRO | 10 Mar 2014 | 0 comments
Issue:   Currently custodian send failures only show up in custodian status.  However, it does not also show up in the audit trail.  For consistency purposes, this data should be in both.   Recommend:   Make send failures ...
Idea by James Wright HRO | 10 Mar 2014 | 1 comment
Issue: Currently, there is no reporting capability within the user interface to show the creation date of each individual case. Our customers legal departments would benefit from having this added feature readily available within the current ...
Idea by James Wright HRO | 06 Mar 2014 | 0 comments
If any part of a business today could be the most critical for success, it would be the company's email system. Numerous Osterman Research surveys show that the majority of decision makers prefer to maintain the responsibility for email inside ...
Article by Darryl_R | 28 Feb 2014 | 0 comments