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.
We constantly strive to ensure that our users are educated on the full functionality of Method. To provide the tools and information needed to be productive in the application, we've put together documentation and a series of training webinars that will keep you and your team well prepared.
All documentation for the most recent version of Method is available here. If you can't find what you're looking for with our current guides, please contact us. We'll put together a customized package for your team.
This 30-minute web session provides a look at the ways in which Method can help you successfully manage your legal hold and risk assessment processes. To register for a Method overview, please click a link below.
This half-day, hands-on training session is held in our Chicago office and walks attendees through the entire legal hold lifecycle using Method. We are now accepting reservations for the sessions below. Contact email@example.com to register, and click the linked class name for more information.
Whether you’re new to Method or looking to brush up on a specific feature, our tutorials are a great way to get up to speed. Each interactive tutorial covers a specific Method feature, so you can learn at your own pace.
This introduction to Method covers creating a hold, adding periodic reminders, and adding ESI sources.
This tutorial walks you through adding notices and questionnaires using Method.
To contact support by phone,
call (312) 676-5099.
Live support hours are Monday at 4:00 a.m. to Saturday at 4:00 p.m. Central time. If additional support is needed, contact numbers for 24/7 help are available.
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