Casepoint Legal Hold

6.0easy start · #16of 26
in Legal Hold Software

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Runs on api, Web.

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Casepoint Legal Hold is ranked #16 of 26 in legal hold software on The Geeks Club. It runs on API, Web.

Casepoint Legal Hold plans and pricing

All plans

Tailored pricing Pricing is tailored to the applications and use cases needed; customers do not pay for products they do not use casepoint.com · 29 Sept 2026

Compared on legal hold software

Free plan: No
Hold templates: Yes
Custodian acknowledgment: Yes
Automated reminders: Yes
Audit trail: Yes
Matter tracking: Yes

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The record

Purpose: Casepoint Legal Hold helps organizations create, manage, and track legal holds and custodian questionnaires to scope matters and reduce spoliation risk.
Hold management: Users can draft, approve, modify, and send legal holds using preconfigured templates and employee directories.
Custodian management: Legal Hold syncs with HR directories and lets teams add or remove custodians throughout a hold’s lifecycle.
Questionnaires: Teams can send custodian questionnaires to identify relevant electronically stored information and scope matters.
Notifications and reporting: The product supports automated reminders, escalation notifications, internal notifications, custom dashboards, and customized reports.
Preservation and collection: Teams can preserve cloud data in place and collect it through designated cloud data connectors and APIs using user-controlled authentication tokens.
Integrations: Named data sources include Microsoft 365, Microsoft Teams, Gmail, Google Drive, Outlook Exchange, Dropbox, Box, and Slack.
API and custom connectors: Casepoint says its open API architecture supports data exchange and that it builds custom connectors for specific requirements.
Security: Casepoint describes zero-trust architecture, encryption at rest and in transit, and role-based access controls; its security page lists SOC 2, ISO 27001, FedRAMP, and DoD impact level authorizations.
Target users: The product page describes the solution for in-house legal and eDiscovery teams, while Casepoint says its wider platform serves corporations and government agencies.
Pricing availability: Casepoint offers tailored pricing based on selected applications and use cases and directs prospective customers to contact the company.
Support and onboarding: Casepoint says it provides implementation, onboarding, and ongoing product adoption support.
Headquarters: Washington, D.C., United States

Where it ranks on The Geeks Club

Best Legal Hold Software in 2026#16 of 26

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Sources

casepoint.com/ediscovery-platform/legal-hold-software· checked 29 Sept 2026
casepoint.com/cloud-data-collection-connectors-and-in· checked 29 Sept 2026
casepoint.com/ediscovery-platform/data-security/· checked 29 Sept 2026
casepoint.com/pricing/· checked 29 Sept 2026