LegalHold

LegalHold is a cloud-based legal hold management solution designed to help legal and compliance teams automate and control the entire legal hold process. It streamlines issuance, tracking, and compliance reporting of legal hold notices to mitigate litigation risk and reduce administrative overhead through standardized workflows and auditable records. The platform supports integrations with identity, matter management, and enterprise systems to enhance accuracy and visibility across holds.

Key Features and Functions include:

Legal Hold Workflow Automation
Automates the end-to-end legal hold lifecycle — from drafting hold notices to tracking acknowledgements and escalations — replacing manual spreadsheets with a consistent, reportable process.

Custodian Engagement and Compliance Tracking
Delivers personalized hold notices and automated reminders to custodians, with time and date-based tracking to ensure timely compliance and defensible audit trails.

Secure Enterprise Integrations
Integrates with enterprise systems such as Active Directory and HR databases to identify custodians based on up-to-date employee information, and with matter management platforms like TeamConnect and eCounsel for aligned data governance.

Reporting and Audits
Provides centralized dashboards and records that support reporting on hold status, custodian responses, and compliance metrics to meet legal and regulatory requirements.

Mobile-Optimized Custodian Experience
Offers modern, mobile-friendly interfaces for custodians to view and respond to legal hold requests, enhancing engagement and reducing friction in the hold process.