Exterro Legal Hold

The gold standard for automating your legal hold process.

Overview

Exterro Legal Hold is a comprehensive software solution designed to streamline and automate the entire legal hold lifecycle for corporate legal departments and law firms. It enables users to create, distribute, and track legal hold notifications, manage custodian interviews and compliance, and preserve data in-place across various enterprise systems. The platform aims to increase defensibility, reduce the risk of data spoliation, and improve overall efficiency by integrating with HR, IT, and matter management systems.

✨ Key Features

Automated Legal Hold Notification and Tracking
Custodian Management and Interviews
In-Place Preservation
Integration with HR and IT Systems
Defensible Audit Trails and Reporting
Employee Change Monitor
Compliance Portal for Custodians

🎯 Key Differentiators

End-to-end e-discovery and data governance platform
Strong focus on process automation
In-place preservation capabilities

Unique Value: A single, unified platform to manage all aspects of the e-discovery process, from legal holds to data production, reducing complexity and improving defensibility.

🎯 Use Cases (5)

Automating litigation hold notifications Managing custodian compliance for legal holds Preserving electronically stored information (ESI) in-place Conducting internal investigations Responding to regulatory requests

            ✅ Best For
            Automating legal hold notifications and tracking custodian compliance in large enterprises.

💡 Check With Vendor

Verify these considerations match your specific requirements:

Small-scale litigation with very few custodians where manual tracking might suffice.

🏆 Alternatives

Relativity Casepoint Everlaw Zapproved (now part of Exterro)

Offers a more integrated and automated approach compared to point solutions, aiming to provide a holistic view of data and legal obligations.

💻 Platforms

Web API

🔌 Integrations

HR Information Systems (HRIS) Matter Management Systems Asset Management Systems Microsoft 365 Google Workspace

🛟 Support Options

✓ Email Support
✓ Live Chat
✓ Phone Support
✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II ✓ ISO 27001

💰 Pricing

Contact for pricing

Visit Exterro Legal Hold Website →