SYNOPSIS:

Legal hold is most effective when it’s a connected business process and not a standalone legal task. In this session, we’ll explore a modern approach where matter, custodian, and preservation workflows are integrated across the legal tech ecosystem. We’ll cover ways to reduce “honor system” risk by syncing custodian status with systems of record, automating in-place preservation in Microsoft 365, and streamlining downstream collection. Attendees will learn how to reduce manual handoffs, minimize missed steps, and improve defensibility. You’ll leave with practical, tool-agnostic ideas for integrating your current tools and identifying quick wins to move toward a “legal hold at the center” workflow.

Presenters:

Gabriel Luchetta - Lead Solutions Consultant at OpenText

Gabriel Luchetta is a Lead Solutions Consultant at OpenText with three decades of experience in the eDiscovery space. Gabriel’s career path is a testament to the industry's evolution; he was a foundational member of Catalyst Repository Systems (spun out from Holland & Hart), which was later acquired by OpenText. With a background spanning software development, product management, and compliance, Gabriel acts as a technical utility player who can bridge the gap between complex code and strategic process management.

Jon Marquardt - Account Executive at OpenText

Jon Marquardt is an Account Executive at OpenText, where he partners with corporate legal departments and law firms to modernize eDiscovery and legal hold workflows. He works closely with attorneys, litigation support, legal operations, and IT teams to implement defensible processes and manage growing data challenges. Jon is based in Stillwater, Minnesota, and enjoys running, golf, curling, and spending time with his wife and two young sons.

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