Legal Hold & eDiscovery

Enhance the efficiency and defensibility of Legal Hold & eDiscovery processes, while reducing complexity, risks, and costs.

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Reliable Data Collection

Legal holds and eDiscovery processes require swift and accurate analysis of specific information, which is often dispersed across multiple corporate systems. Without a reliable, automated way to locate, assess, and preserve relevant data, legal teams face significant delays, increased costs, and potential risk of spoliation or other unintended consequences in legal proceedings.

Valora’s AutoClassification platform transforms legal hold and eDiscovery by quickly identifying and tagging data relevant to specific legal matters; ensuring that relevant information is preserved, accessible, and defensibly managed, reducing costs and helping legal teams meet tight deadlines with confidence.

Manage & Preserve Holds

Easily manage, protect, and access all content under legal hold to avoid and prevent spoliation or deletion of records under active holds. When appropriate, Valora serves as the formal System of Record, holding immutable copies of all files under hold.

Apply & Lift Legal Holds

Search data by Custodian, topic, keyword, date range or other data elements to quickly find and apply legal holds to potentially responsive content. Valora integrates with legal hold software and other guidance data to ensure holds and lifts are managed seamlessly and in a timely manner.

eDiscovery Processing Efficiency

By focusing on the left-side of the EDRM, Valora ensures accurate, swift, and efficient eDiscovery processing, as soon as (or even before) the need arises. By pre-tagging files with important eDiscovery field values, such as Privileged, Confidential, Responsive, Duplicate, Hot, Custodian, and Contains Personal Data, on-demand collections, review and productions are easy and cost-effective. 

No need to re-invent the wheel for each new matter, either.  Global, prior data tags help inform new reviews and productions, ensuring consistency, faster ramp-up, and significant cost savings from matter to matter.

This is what enterprise litigation readiness should be.

Benefits of using Valora for Legal Hold & eDiscovery

Early Case Assessment (ECA) & Litigation Readiness

By pre-processing data at its source (processing in place), Valora sets up subsequent eDiscovery processes for the least disruption, effort and cost.  As part of standard information governance, records management, and data privacy activities, AutoClassification creates an easy, cost-effective starting point for eDiscovery and legal hold efforts.

Efficient Collection, Hosting, Review & Production

AutoClassification enables swift, accurate and defensible content tagging, to quickly and cost-effectively arrive at the relevant, responsive, non-privileged and producible data set for each matter.  Smart re-use of prior matter classification ensure consistency, reduces ramp-up times and lowers processing and hosting costs.

Enhanced Compliance

AutoClassification ensures compliance with legal and regulatory requirements by identifying sensitive or regulated data, while simplifying the creation of defensible documentation for audits and legal proceedings.

Scalability

The Valora platform efficiently processes large volumes of data, making it ideal for managing complex or high-volume cases, while its adaptability allows it to be applied across diverse platforms and data sources, including email, cloud storage, and enterprise applications.

Custom Data Tagging

Looking for specific parties, signatories, recipients or custodians?  How about product names, customer or employee IDs, geographic locations ,or special phrases?  Valora enables all of these common custom data tags and many more for eDiscovery, compliance, information governance, and beyond.

Defensibility & Audit Trails

Valora ensures transparency through detailed logs of classification, processing, and handling, supporting decisions in court or with regulators, while maintaining consistency in legal hold and discovery practices across cases.

Legal Hold & eDiscovery FAQ

1. How is Valora’s approach different from traditional eDiscovery processing?

Valora considers eDiscovery efforts to be one of many inter-related ways of understanding, protecting, managing and utilizing enterprise data.  That is, we believe eDiscovery is one of the 8 Key Pillars of Total Information Governance. Yes, eDiscovery has its own unique challenges, as do Records Management, Data Privacy, AI Readiness and more.  Our goal is to be as efficient as possible in preparing for litigation, utilizing prior work product and processing efforts wherever possible, to mitigate costs and reduce turn times, as eDiscovery matters are often extremely time-sensitive. 

We also strive to provide the maximum value possible for each unique matter, with customized data tags, processing, reporting, and production options.

Our flat monthly licensing fees eliminate the need for indiscriminate custodian or data culling simply for cost’s or effort’s sake, and instead focus on the materiality of the matter, ultimately providing the  best and most relevant content to prove your case.

2. Are there additional charges for eDiscovery processing?

No. As long as you are a  Valora Total Governance licensee, you will have access to all eDiscovery and Legal Hold functionality at all times, for all data, and across all matters.  There are no additional charges for processing (or re-processing), hosting, or culling.  In fact, your monthly fee also includes access to our Professional Services team for operational (managed services) support, technical support and case support.

3. Can we make litigation productions directly from BlackCat?

Yes.  BlackCat has built-in functionality for native file productions (with or without redactions), reports, timelines, and data tables.

4. Can Valora maintain a separate database of files per matter?

Yes.  We can similarly restrict access to different data populations for different users.

Many of our clients still manage their holds this way.  Fortunately PowerHouse can parse (read) your spreadsheet and map your custodians and data under hold to the data it is analyzing and managing.  Either send Valora your updated spreadsheet(s) and/or designate a fixed location for it that PowerHouse can automatically scan on a regular cadence or on-demand.

Yes, BlackCat has built-in notifications for many functions and states, including issuance (and reminders) for legal hold.  Hold notices are typically sent as a tracked, return-receipt email to the custodian, though other methods are also available (such as text, direct messaging, in-app notices, etc.)