OpenText Core Legal Hold is cloud-based legal hold technology that centralizes and automates legal hold processes using configurable, expert-designed workflows.

Key features and functions include:

Automated hold notifications and reminders
Provides templates to issue and track legal hold notices, with automated reminders to help ensure custodian acknowledgments are not missed.

Custodian interview and profile management
Supports web-based custodian questionnaires with suggested expert questions, and connects to enterprise systems to keep custodian profiles current as roles or employment status change.

In-place mailbox preservation
Automates in-place preservation of data to help mitigate the risk of spoliation, without duplicating or moving content.

Configurable workflows
Uses wizard-style screens to configure and customize legal hold processes for different types of legal matters.

Legal hold dashboards and reporting
Provides dashboards to check the status of individual or multiple legal holds, along with reporting and audit trails intended to support defensibility.

Role-based permissions
Restricts access to legal hold data and functions based on user role.

Silent holds
Supports preservation activities that do not generate a notification to the custodian.

Enterprise system integrations
Synchronizes legal hold data with systems such as Microsoft Active Directory Domain Services, Microsoft Entra Domain Services, Microsoft 365, Google Workspace, Workday, ServiceNow, Thomson Reuters Legal Tracker, Slack, Box, and SimpleLegal.

Core Legal Hold is offered as part of OpenText's Legal Tech product line, which also includes OpenText eDiscovery, OpenText Investigation, and OpenText Core Insight.