Relativity Legal Hold helps organizations identify and preserve data when litigation is anticipated. It can send hold notifications, interview custodians, follow up automatically with people who have not responded, and track replies. Reports provide a record of communications with custodians and other relevant parties. The product preserves data in place from major productivity platforms in a secure Azure environment; named integrations include Microsoft 365, Google Vault, and Slack. A setup wizard helps users choose custodians and data sources, while workflow updates and error alerts provide operational information. Relativity says analytics and scoping criteria can reduce data volumes by up to 80%. Preserved data can be transferred to RelativityOne for review through Collect as a case or investigation progresses. Legal Hold is installed into one or more Relativity workspaces. Full use requires configuration of access, email, the custodian portal, and preservation settings. Its API retrieves active custodian details, with a maximum of 1,000 records per request. Pricing is provided on request, and the product is licensed separately from the data volume commitment.
Who it is for
Legal Hold is intended for organizations preserving information for anticipated litigation, including legal teams at law firms, corporations, and legal service providers. It suits teams working within Relativity workspaces and using the named productivity-platform integrations.
What is good
- Automates follow-ups and tracks custodian responses.
- Reports record communications with custodians and other parties.
- Preserves data in place from named productivity platforms.
- Workflow updates and error alerts provide operational information.
- Preserved data can move to RelativityOne through Collect.
What to know first
- Full use requires application and settings configuration.
- Email settings are required.
- API requests return at most 1,000 custodian records.
- Pricing is on request and licensing is separate from data volume.
Verdict
Legal Hold supports notices, preservation workflows, and transfer into RelativityOne review. Organizations should account for workspace installation and configuration, as well as separate licensing, when considering it.
Relativity Legal Hold plans and pricing
All plansCompared on legal hold software
- Hold templates
- Yes
- Custodian acknowledgment
- Yes
- Automated reminders
- Yes
- Audit trail
- Yes
- Matter tracking
- Yes
