Compliance Portal

Legal Hold Add-on Module

The Exterro Compliance Portal is the single place for custodians to manage their legal hold compliance obligations. It simplifies legal hold compliance by placing all of a custodian’s holds in one easy-to-review screen. With the Exterro Compliance Portal, custodians on the go can use available mobile devices to manage their legal hold obligations, speeding response times. With the ability to review all hold obligations on a single screen, Compliance Portal is a must-have for legal hold “frequent flyers.”  Features include:

  • Current, Consolidated Compliance Status.  Displays a custodian’s legal hold compliance status, including open, acknowledged and released holds, as well as outstanding and completed interviews.
  • Auditable Custodian Communications.  Allows custodians and data stewards to ask the legal team questions about their compliance obligations. All communications are fully auditable and managed by Exterro Fusion.
  • Work from Anywhere.  Enables custodians to review compliance with all legal hold obligations at their desks or on the go from their smart phones, tablets and other personal devices.









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