Designed for experienced Legal Hold users and graduates of the Exterro Legal Hold Foundations certification, this advanced session dives deep into complex configurations, advanced customizations, and powerful integrations. Learners will analyze unique, real-world use cases to maximize the value of their Exterro ecosystem.
Please note that this is a bring-your-own-device training session, and attendees will be asked to connect to our cloud-based training system to participate in the training. No product download is required. This course will cover:
-Advanced Customization: Master the creation of sophisticated Legal Hold templates, customize notice language, optimize field configurations, and manage unique scenarios (such as “no-response-required” or “all-silent-custodians”).
-Interviews and Questionnaires: Design dynamic workflows utilizing new question types, sophisticated branching, conditional logic, and re-submission permissions. Discover how to issue questionnaires at any stage of the legal hold lifecycle.
-Integrations & Efficiency: Explore advanced topics in Data Source Discovery, managing Non-Custodial Data Sources (NCDSs), and leveraging In-Place Preservation (IPP) features to drive operational efficiency.
-Extending the Toolset: Implement advanced features like Approval Workflows and Consolidated Notifications, and how to develop purposeful strategies for follow-up notices.
-Reporting & Stakeholder Management: Deliver timely, clear, and actionable insights to key stakeholders both during and after the Legal Hold process.
Amy brings a diverse background in education and technology to the team, having held customer success and implementation roles supporting SaaS solutions in cybersecurity, EHS, and payroll. Prior to her tech career, she taught high school science and theatre.
Based in Cincinnati with her family, Amy spends her free time working on local theatre projects, riding roller coasters, and crocheting while catching up on favorite TV shows.
Michelle LaRock, CEDS has been with Exterro for over eight years, primarily serving as a Senior Project Manager in E-Discovery software implementation. With extensive experience leading complex client engagements, Michelle now works as a Professional Services Consultant, helping organizations optimize their use of the platform through best practices and tailored workflow solutions.