OpenText Core Legal Hold
Automate legal holds to eliminate risky and time-consuming processes
Overview
Automate processes and reduce legal risk with OpenText™ Core Legal Hold. Use legal hold software to standardize tasks and quickly issue and track legal holds—eliminating spreadsheet chaos and creating a repeatable, defensible legal hold process.
Why OpenText Core Legal Hold?
Centralize legal hold management at a fraction of the cost of competitors’ legal hold software. Reduce complexity and mitigate risks associated with holds—such as evidence spoilation—and other data-preservation efforts.
- Rapid
Implementation made easy
Start benefitting in weeks, not months, by deploying in a multi-tenant SaaS cloud. - Seamless
Integrate with common systems
Create a reliable, precise, and automated workflow for managing custodian profiles and transforming employee change management. - Predictable
Achieve cost certainty
Leverage flat-fee subscriptions and reduce dependency on IT resources to manage legal hold software affordably and lower TCO.
Use cases
Eliminate inefficiencies and mitigate risk by using legal hold technology for all your legal matters—civil actions, regulatory requests, and internal investigations.
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Use centralized legal hold technology to simplify end-to-end legal hold workflows allowing users to save time on manual or otherwise cumbersome processes.
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Create and distribute hold notices in minutes, track acknowledgements, and schedule automated reminders to custodians.
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Create and track web-based questionnaires with suggested expert questions to ensure key custodians identify and preserve relevant data sources and records.
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Maintain precise reports and create audit trails to deliver real-time visibility into active holds, act on outstanding tasks, and demonstrate compliance.
Key features
Easy-to-use interface
Improves productivity with an intuitive interface and simplified user experience.
Configurable processes
Accommodates many different legal scenarios with wizard-style screens to quickly configure and customize workflows.
Automated legal hold notifications and reminders
Provides templates to issue and track legal hold notices and ensure that no acknowledgement goes missing—all with minimal manual effort.
In-place mailbox preservation
Mitigates the risk of spoliation by automating in-place preservation and prevents content duplication or movement in the process.
Up-to-date custodian profiles
Connects to data across enterprise systems to make custodian selection straightforward and keep custodian records accurate as roles or employment status change.
Legal hold dashboards
Makes it easy to check the status of employee legal holds and preservation obligations, either for a single hold or across multiple holds.
Role-based permissions
Controls access to legal holds and protects sensitive information by ensuring only authorized personnel can review and make changes.
Silent holds
Enables workflows to support data preservation activities without alerting custodians.
How to buy
OpenText Core Legal Hold
| Swipe to see more |
Internal system integrations  |
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| Silent holds |
| Approval workflows |
| Bi-directional integration |
| New hold histories |
| Notice templates and questionnaires |
| Public cloud |
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Integrations
OpenText Core Legal Hold easily integrates with enterprise systems to securely push or pull custodian data to or from the site. The legal hold tool synchronizes legal hold data with various systems to optimize interdepartmental activities.
Microsoft Active Directory Domain Services
Microsoft Entra Domain Services 
Microsoft 365
Google Workspace
Workday
ServiceNow
Thomson Reuters Legal Tracker
Slack
Box
SimpleLegal Accelerate the value of OpenText Core Legal Hold
Deployment
Explore scalable and flexible deployment options for global organizations of any size.
Services
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Support Services
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Training
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Meet the demands of all types of users for effective adoption
Learning Services
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Unlimited access to training with personalized tiers to fit your needs
Learning Subscriptions
Communities
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Premium Support
Optimize the value of your OpenText solution with dedicated experts who provide mission-critical support for your complex IT environment.
OpenText Core Legal Hold resources
OpenText Core Legal Hold: Minimize risks and drive defensible legal hold and preservation activities
Read the product overview5 key steps to implement OpenText Core Legal Hold
Read the data sheetCase Intelligence for Legal Hold: Self-service integrated early case assessment (ECA)
Read the solution overviewLegal holds without the headaches
Read the ebook5 key steps to implement OpenText Core Legal Hold
Read the data sheetCase Intelligence for Legal Hold: Self-service integrated early case assessment (ECA)
Read the solution overviewLegal holds without the headaches
Read the ebook-
A legal hold, also known as a “litigation hold,” supports a duty to preserve potentially relevant data. A legal hold is triggered when litigation is reasonably anticipated, parties receive notice of potential claims or threats of legal action, internal or regulatory investigations commence, or efforts are needed to meet compliance obligations.
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The legal hold process involves a series of steps to maintain compliance and minimize the risk of evidence spoliation. It includes identifying custodians, issuing hold notices, tracking acknowledgments, and documenting all preservation efforts. By implementing a legal hold, necessary steps are taken to ensure that evidence remains unaltered and available for scrutiny. Defensibility of the legal hold process is key for legal teams as it is a way to verify that data was handled properly and preservation obligations were adhered to. Failing to implement properly can result in spoliation sanctions, including adverse inference instructions, monetary penalties, or default judgments in severe cases.
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Legal hold software automates critical aspects of the preservation workflow and helps legal departments and IT professionals centralize legal hold management, be more efficient, and automate time-consuming and risky manual processes. It should centralize workflows and allow legal teams to convert time spent on manual, repetitive tasks into productive, higher value work—reducing critical activities from hours or days to minutes.
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Look for software that centralizes end-to-end workflows with automated hold notices, custodian management, compliance tracking, and audit trails. Integration capabilities with Microsoft 365, collaboration tools, and data repositories are essential. The solution should scale with your needs while providing defensible documentation and reducing the risk of human error.
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Connecting legal hold to early case assessment lets teams do more than preserve data. A connected workflow helps to surface relevant facts earlier, provide insight, and reach a more informed case strategy, faster. By reducing operational and IT dependencies, manual handoffs, and disconnected tools, teams can begin assessing relevant information sooner and surface important facts faster for improved case intelligence.
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Case Intelligence, our integrated self-service solution, brings together the key stages of legal hold, collection, and early case assessment in one connected workflow. This includes integration with Microsoft Purview for in-place preservation and collection, and applying front loaded analytics to identify important facts and key data insights to inform next steps.
Self-service starts where legal’s operational dependency ends
A new eDiscovery software model to drive critical preservation to case insights.
Read the blog
Why Microsoft Purview falls short for defensible legal hold
Understand why Purview along is no longer sufficient for defensible legal hold management.
Read the blog
Why in-place preservation is critical to the litigation hold process
Automate legal holds, manage custodians, and ease burdens on IT teams.
Read the blog
Ditch those spreadsheets when it comes to legal holds
Here’s how legal hold technology can eliminate manually intensive processes.
Read the blog
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