The Industry’s Leading Legal Hold Notification and Workflow Management System

Legal Hold Pro is a Software-as-a-Service (SaaS) e-discovery technology designed to enable in-house legal teams to implement intelligent preservation through automation of legal hold notification and compliance tracking.

Designed for use by corporate legal teams, Legal Hold Pro is widely adopted among Fortune 500 companies. The on-demand service is secure, streamlines the practice of issuing legal holds, and improves the ability of the legal team to identify and protect data. Its mobile and global accessibility enhances response rates, and the automation of best-practice preservation processes reduces risk and increases defensibility.

Superior Reporting Provides Real-Time Insights

Legal teams can take advantage of data-driven methods to get real-time insights into the performance of their e-discovery efforts and identify opportunities to improve their processes. On the individual performance level, corporations can easily track status of holds at a glance to enhance the ability to stay on track and to know where things stand. Corporate counsel can even have reports sent direct to their inbox on a regular basis without having to log in to the system.


Enables corporations to create a defensible process for meeting the obligation for legal hold notification, including templates and custodian interviews. Reporting and audit trail of each step gives legal teams confidence their preservation efforts will meet the “reasonable and good faith” standard required by the courts.


Mobile and global accessibility means that when in-house legal teams initiate a hold, they can get immediate responses from custodians from anywhere, and from any device.


Works with enterprise systems to create automated processes for importing addresses or managing workflows for terminated employees.


Automated hold process and framework along with automated custodial interviews make it quick to gather information from custodians. Automated reminders and tracking of custodian status reduces manual effort significantly.


Easy-to-use legal hold solution gives legal teams vast control over preservation. Our record of never having a failed implementation means that corporate legal teams will be up and running successfully.

Request Tracking – Issue Timely Collection Requests and Ensure Completion

Request Tracking in Legal Hold Pro provides in-house legal teams with a powerful tool to manage the collections process. The feature extends your visibility to stay on top of your preservation obligations from issuing legal hold notifications through tracking data collections. The feature also enables teams to conduct silent holds and collections for time sensitive collections.

In-house legal teams gain real-time intelligence on the status of collection requests – knowing when actions were requested, which tasks are in progress, those needing attention and those that have been completed. Litigation support professionals and IT can oversee efforts and produce detailed reports on actions such as collecting data when a custodian leaves the organization, enabling email archiving, or suspending routine destruction of data.

Migration Pack – Move Over Legacy Holds

We make it straightforward to oversee all your legal holds with Legal Hold Pro, including legacy holds. With Migration Pack, companies can start off on the right foot and unify all of their holds into a single application, making it easier to report on the collective status and manage going forward.

HoldLink – An Integral Part for Connecting to the Corporate Technology Ecosystem

We make Legal Hold Pro more accessible via our APIs so in-house legal teams can use our ‘best in class’ legal hold system with other enterprise software and leading e-discovery collection and review tools.

HoldLink for Legal Hold Pro provides a secure, universal gateway for exchanging critical data with enterprise application systems and electronic discovery tools. The bi-directional API passes information so that Legal Hold Pro can connect with with global address lists such as Active Directory and other mainstream HR and email systems to maintain current contact information, matter management tools, collection tools or IT ticketing systems, and so on to ensure smooth data transfer between systems.

Report Comparisons – Track and Manage Employee Changes

Rest easy knowing that employee changes are tracked, including employee terminations, department or title changes, office moves, and so on. Using Comparison Reports, customers can track critical changes and view onscreen and/or receive regular inbox updates of the status changes as they occur. Set up as many report comparisons as you’d like to seamlessly track changes and determine what steps to follow for each situation.

CloudPreserve – Seamlessly initiate preservations in Microsoft Office 365

Simplify preserving custodian data in Office 365 without having to involve IT or login to Office 365 by using CloudPreserve. Legal teams are able to automatically place and remove in-place litigation holds directly from Legal Hold Pro with the click of a mouse, ensuring pertinent data is being saved in a timely manner. Simply add custodians to a hold and follow the prompts to add them to the appropriate preservations.