AI Legal Hold Notice Drafter

WHAT IT DOES

AI Legal Hold Notice Drafter transforms your case information into a professional, legally-defensible preservation notice. Provide the case name, custodian names, data types requiring preservation (email, documents, databases, chat logs, etc.), the relevant date range, and the triggering event (litigation filing, regulatory inquiry, audit notice, etc.). The AI agent synthesizes these details into a comprehensive legal hold notice that includes: clear preservation obligations, precisely defined scope of data to be held, specific instructions for each custodian, and compliance acknowledgment requirements. This tool eliminates the manual drafting effort, reduces errors, and ensures consistency across multiple matters. Whether you're managing a single litigation hold or coordinating dozens of custodian notices for a complex investigation, the agent delivers ready-to-use notices in seconds—work that traditionally requires hours of attorney or paralegal time.

HOW TO USE

Using AI Legal Hold Notice Drafter is simple within BotSurf. Open the app, paste your BotSurf API key once to authenticate, and you're ready to begin. In the input box, describe your matter with these key elements: case name, list of custodians, types of data subject to preservation (e.g., email, Slack, SharePoint, databases), the date range that defines the relevant timeframe, and the event that triggered the preservation obligation (e.g., complaint filed, subpoena received, internal investigation commenced). Press the run button and the agent returns a complete, formatted legal hold notice you can review, customize, and distribute to custodians. The interaction is conversational—refine details and regenerate as needed for different matters or updated requirements.

WHAT IT SENDS

The agent sends exactly the text you type into the input box—nothing more, nothing less. No metadata, no hidden context, no background data collection. When you press the button, the plain text you entered is transmitted to the AI model for processing. The response is the generated legal hold notice. Usage logs record only the count of runs for billing purposes; they do not log, store, or retain the content of your queries or the notices produced. Your case details and custodian information remain private and are not used for training or any other purpose.

SUBSCRIPTION

AI Legal Hold Notice Drafter is available for $19.99 per month. Every subscription includes a 7-day free trial—no commitment, no upfront charge, cancel anytime during the trial at no cost. The plan provides 100 runs per month, which is sufficient for drafting notices for multiple matters, updating existing holds, and generating notices for new custodians as cases evolve. Unused runs do not roll over. You can upgrade, downgrade, or cancel your subscription at any time from your BotSurf account settings. Payment is processed securely through BotSurf's standard billing system.

THE PANEL

The app runs in BotSurf's panel interface. Drag the panel to reposition it anywhere on screen, snap it to left or right side for split-view productivity, collapse it to a minimized icon when not in use, and press Escape to close it instantly. The panel remembers your preferred size and position across sessions.

PLEASE NOTE

AI-generated legal hold notices are for informational and drafting assistance purposes only. Laws, regulations, and court rules vary by jurisdiction and evolve over time. Always review and verify any notice with legal counsel before issuance. This tool does not provide legal advice and is not a substitute for professional legal consultation. In regulated sectors or high-stakes matters, additional due diligence and attorney review are required. The organization and its legal team remain solely responsible for compliance with preservation obligations and all legal requirements.