ON DEMAND WEBINAR

XCelerate Your Skills: Enhancing Legal Hold with IPP, DSD, and ECM

About this Webinar

Legal hold is most effective when it’s connected to the right data, custodians, and preservation workflows. In this XCelerate Your Skills webcast, you’ll learn how Legal Hold works seamlessly with In-Place Preservation (IPP), Data Source Discovery (DSD), and Employee Change Monitor (ECM) to create a more proactive, defensible, and efficient legal hold process.

Through practical walkthroughs and real-world examples, we’ll show how these tools connect across the legal hold lifecycle—from identifying custodians and data sources to monitoring employee changes and preserving data in place—so you can reduce risk, eliminate manual steps, and get more value from your Legal Hold investment.

Why Attend?

  • See how everything connects – Understand how Legal Hold, IPP, DSD, and ECM work together to provide end-to-end visibility and defensible preservation.
  • Improve efficiency and reduce risk – Learn best practices to automate workflows, avoid missed custodians or data sources, and strengthen compliance.
  • Get more value from your investment – Discover practical ways to leverage these add-ons to streamline legal hold management and enhance day-to-day operations.

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Presenters

Jean Donaldson

Director of Education and Enablement, Exterro

Jean Donaldson is a Sr. Director, Solutions Consulting at Exterro where she has been a subject matter expert in our product set for 9 years. Prior to joining Exterro, Jean spent 12 years at small law firms in the DC area as the IT Manager/Lit Support manager and 2 years working for Lockheed Martin embedded in the Civil Division of the DOJ where she was the Program Manager for the Litigation Support Training Department and Help Desk.

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Webinar: XCelerate Your Skills: Enhancing Legal Hold with IPP, DSD, and ECM by Exterro