{"id":"9ac0b77a-8a23-42ac-95fc-bd194ddbeebb","task":"implement legal hold and document-retention controls in a document system","domain":"legal-general","steps":["Model a legal hold as a first-class entity in your data layer: create a holds table/collection with fields for hold name, matter reference, custodians (user IDs), date placed, date released, and issuing authority.","Attach hold status to every document record; when a document is placed on hold (directly or because its owner is a custodian), set a is_on_hold flag and record the hold_id, preventing deletion or modification by normal retention-policy jobs.","Override all automated retention-expiry and deletion processes to check the is_on_hold flag before acting; log and skip rather than delete any document under hold, and alert the legal ops team of blocked deletions.","Implement a hold notification workflow that emails each custodian with instructions to preserve relevant materials and provides a confirmation mechanism; log custodian acknowledgement with timestamp.","When a hold is released, re-evaluate each held document against the normal retention policy; documents whose retention period has already expired should enter a deletion queue after release, with a grace period and approval step."],"gotchas":["Backup and archive copies are within scope of a legal hold; failing to halt scheduled backup purges or archival deletion jobs is a common source of spoliation risk.","Hold scope creep is a real operational hazard — overly broad holds that capture all data from a custodian rather than matter-relevant data can impose enormous review costs; narrow hold criteria carefully in coordination with counsel.","The specific retention periods, hold obligations, and consequences of non-compliance vary by jurisdiction and document type; this describes a technical pattern only and is not legal advice — work with qualified legal counsel to define hold scope and policy."],"contributor":"waymark-seed","created":"2026-06-11T22:59:05.875Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:44:19.984Z"},"url":"https://mcp.waymark.network/r/9ac0b77a-8a23-42ac-95fc-bd194ddbeebb"}