Method is a web-based workflow and notification system for the management of legal hold and risk assessment processes. Built on the e-discovery review platform Relativity, this enterprise solution provides individuals who oversee legal holds with flexible tools to streamline workflow, improve defensibility, and mitigate risks.

Method helps users organize the hold process into a straightforward, repeatable progression. Instead of using several software products, spreadsheets, locally-saved documents, and individual e-mail accounts, users can centralize their processes and hold-related information using one web-based application. With Method, users can send out legal hold notifications by e-mail, interview custodians to gather information, track and analyze responses, and generate reports to maintain a defensibly-sound audit trail of all communications with custodians and other relevant parties. 

This functionality can also be used to assess business risk for litigation preparedness through data mapping and analysis. Using Method, clients are able to distribute question sets to collect data, analyze responses, and make decisions on the results.  The results of an analysis in Method can be used for multiple purposes, such as to refine corporate governance policies, prepare counsel for meet & confer sessions, and provide a custodian asset list for a forensic collections team.  If a litigation matter or regulatory action occurs, organizations that understand their exposure will have an advantage in preparing for a legal hold, responding to a regulatory agency, or negotiating with opposing counsel.  

Method’s flexible feature set gives users the freedom to build unique workflows within the software. They can customize question sets, e-mail templates, and hold notices to fit the requirements of a particular legal hold or risk assessment. Users can save these personalized workflows, allowing them to manage multiple holds simultaneously. Method alleviates a resource dependency within organizations, allowing additional users to repeat workflows that have already been developed and saved.