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- Solutions
- Restructuring, Mergers & Acquisitions
- Preserve the Context Behind Inherited Data
Preserve the Context Behind Inherited Data
You didn't just acquire a company. You acquired responsibility for people, decisions, and history. Who worked where, when, and in what role? Who reported to whom? Which systems did they use?
When this context disappears, so does your ability to defend inherited data during litigation, audits, or investigations.
Cloudficient helps organizations preserve custodian intelligence so identity, history, and accountability remain intact throughout M&A integration and beyond.
Custodian Context Wasn't Built to Survive M&A
Identity continuity doesn’t transfer cleanly during mergers and acquisitions. As HR systems, directories, and legacy repositories are decommissioned, the context that explains who did what, when, and why often disappears with them.
When custodian context is lost, it cannot be reconstructed, and defensibility vanishes. What tends to break first:
Custodian
Identification
Without preserved identity and employment history, legal teams can’t reliably determine which individuals are actually in scope for a matter.
Matter Scoping
Accuracy
When historical roles, reporting lines, and timelines are lost, defining the true boundaries of an investigation becomes guesswork.
Historical Activity Explanation
If context is missing, organizations struggle to explain who performed an action, in what role, and under which organizational structure at the time.
Chain of Custody Defensibility
When custodian metadata vanishes with retired systems, the ability to defend the integrity of inherited evidence is compromised.
The Cloudficient Solution: CaseFusion
CaseFusion is Cloudficient’s custodian-centric eDiscovery platform that unifies identity, history, and data context so legal teams can defend inherited records with confidence.
It preserves and unifies custodian metadata across HR systems, directories, archives, and collaboration platforms to create a single, defensible source of truth for who did what, when, and in what capacity.
Business Outcomes
Eliminate custodian blind spots created during M&A
Preserve chain of custody across system transitions
Improve eDiscovery accuracy and defensiblity
Reduce reliance on retired HR systems and directories
Retire legacy platforms with confidence
Ready to Eliminate Custodian Blind Spots?
See how CaseFusion preserves identity, history, and defensibility throughout M&A integration.
Frequently Asked Questions
Why is custodian context so important during M&A?
Custodian context is essential for defining matter scope, identifying custodians, and determining where relevant data may exist. Without it, legal teams cannot reliably answer these questions.
What happens when HR and directory systems are decommissioned?
If custodian information is not captured beforehand, organizations lose insight into employment history, reporting lines, and identity relationships. CaseFusion preserves this information so it remains available for future investigation and compliance needs.
How does CaseFusion use HR and directory data?
CaseFusion integrates with HR and directory systems to build custodian profiles containing employment dates, titles, reporting structures, and associated systems, enabling defensible identification, preservation, and collection.
Can CaseFusion work across both companies during M&A?
Yes. CaseFusion provides a unified view across inherited and existing environments so legal teams can search, identify custodians, and collect consistently.
Can CaseFusion search across multiple companies?
Yes. CaseFusion provides a single pane of glass for searching across inherited systems and both organizations, enabling legal teams to conduct consistent, unified searches without switching between platforms.