How to bulk add Custodians to Legal Hold Notices

Problem

There currently is not a bulk add custodian feature in Clearwell but there is a way to add a large number of custodians.

Solution

To add a large numbers of Custodians to Legal Hold Notices is as follows:

  • If a Legal Hold does not already have an initial System Admin or Custodian Notice created, an initial System Admin or Custodian Notice needs to be created.
  • In the process of creating an initial System Admin or Custodian Notice click Add Custodians to add Custodians to the Notice.
  • Any Notices created thereafter will have the Custodians added to the initial System Admin or Custodian Notice populated.

Note: Custodians populated in newly created System Admin or Custodian Notices do not carry over to other Legal Holds even if the same Case is associated to multiple Legal Holds. 


Terms of use for this information are found in Legal Notices.

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