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Put Simply: Automatically apply read-only restrictions and preserve data integrity across all integrated tools when a workspace is placed under legal hold.
Why it Matters: During legal or regulatory investigations, it's critical to preserve workspace data exactly as it existed at the moment of legal hold. Current manual processes are inconsistent and leave room for human error.
Additional Context:
Legal hold should act like a “freeze in time.” When enabled:
All editing and deletion privileges must be revoked across Save It, Jira, Miro, Concourse, and other tools
Comments, attachments, and versions must remain intact
New versions can be created outside the legal hold scope, but originals must be untouched
Ideally, a copy of the workspace or data snapshot should be archived in a restricted-access repository
Most legal holds occur during engagements (not after), so normal delivery may need to continue in parallel
Current Save It legal hold functions can be leveraged; Concourse and integrations must align accordingly
Miro may require manual workarounds if native support is insufficient
Jira has legal hold support; we need to automate triggering it via UC or similar process
Acceptance Criteria:
Legal hold state clearly visible in Concourse UI
Automatically sets all linked tools (Save It, Jira, Miro, etc.) to read-only or frozen
Prevents user actions that modify or delete data, including comments and attachments
Maintains audit trail and timestamps
Option to archive current workspace copy externally for redundancy
Legal hold on/off states should be synchronized across all tools
Manual override or escalation path if needed