Legal Hold Tracker
Legal Hold Tracker with a Free Hold Deadline Check. See which records auto-delete first for free, then track every legal hold, custodian notice and confirmation. Free to clone.
Legal Hold Tracker is a Taskade app kit built from one prompt: 3 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 3 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Hold Desk. Its automations include Weekday hold review, Quarterly hold review and Issued hold urgent record note.
by @taskade
What you can do with Legal Hold Tracker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Legal Hold Tracker works
- Weekday hold review: when Weekdays at 8 AM, then Draft weekday review and Email weekday hold review.
- Quarterly hold review: when Quarterly on the first, then Draft quarterly review and Email quarterly hold review.
- Issued hold urgent record note: when hold status changes, then Add urgent record review note.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Hold Desk
- Automations: Weekday hold review, Quarterly hold review, Issued hold urgent record note
- Workspace: 3 projects, 1 AI agent, 3 automations