Legal Hold Evolve is a legal hold management solution designed for corporate legal departments, providing tools to issue custodian notices, capture survey responses, track data sources, and document the legal hold process from initiation through release. 

Key features and functions include:

Advanced Notification Builder Enables legal teams to configure the timing, frequency, reminders, escalation paths, and release notices for custodian communications, with customizable scheduling across all stages of the hold lifecycle.

Custodian Groupings Allows custodians to be segmented by role, department, priority, or matter sensitivity, enabling legal teams to tailor email notices and survey content to specific groups rather than using a uniform approach.

Robust Survey Designer Provides templates and flexible formatting options for building custodian surveys, designed to improve the accuracy and completeness of responses captured during the legal hold process.

Data Source Tracking Supports the creation of data source records with associated chain-of-custody documentation, providing a structured record of potentially relevant data locations identified during the hold.

Reporting and Dashboards Offers real-time dashboards and reporting tools that allow legal teams to monitor notice delivery, acknowledgment status, survey completion, and custodian compliance for use in audits or downstream workflows.

Microsoft 365 Integration Synchronizes custodian data sources from Microsoft 365 environments, allowing legal teams to view relevant data source information prior to conducting surveys or interviews.

HR System Connectivity and Change Management Connects with HR systems to synchronize employee data, map fields, and automatically identify personnel changes to keep custodian records current throughout the matter lifecycle.

Historical Employee Portal Enables legal teams to build and access a record of employee job histories within the platform to assist in identifying potentially relevant custodians more accurately and efficiently.

Custodian Action Cards Provides individual-level action controls, allowing legal teams to send notices or surveys, pause notification workflows, or release specific custodians directly from the platform interface.