This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
Case name or matter identifier plus one sentence on what it is about.
What put the company on notice, and exactly when.
Named individuals with roles, plus the systems they actually use.
The bookends, and the reason for each if you have one.
Where this will be litigated and which spoliation rule governs, if you know.
Watch for these throughout
Departing custodians are the number one source of spoliation. Pause offboarding and image devices before the laptop is reimaged and the phone is traded in.
Backup and chat retention defaults commonly delete data in 30 to 90 days. Whatever the notice says, nothing is preserved until IT actually suspends those policies and confirms it in writing.
The model only knows the systems you list. It will not surface the shadow-IT tool, the personal Gmail thread, or the departed employee's WhatsApp group. Walk the org chart yourself.
The hold notice is usually privileged, but its existence, timing, and distribution list are routinely discoverable. Keep the distribution defensible and the tracking log current from day one.
Preservation obligations and sanctions standards differ between federal and state court and among states. Confirm the rule in your actual forum before relying on any framing here.