Leading E-Discovery SaaS Legal Hold Software: Fusion Cloud Legal Hold
Simple, Proven, and Defensible Legal Hold Automation and Management
We know that one size does not fit all, that’s why Exterro is bringing its recognized enterprise expertise in legal hold software to the Am Law 200 and corporations with light to moderate litigation needs. With the Fusion Cloud Legal Hold Software-as-a-Service (SaaS) software solution, now any law firm or company 
can reduce its legal risk exposure without the in-house architecture or extensive integrations that large companies require.
The Fusion Cloud Legal Hold software solution delivers the same tools that Exterro’s Fortune 500 clients rely on, but through a simplified delivery model, with pricing tied directly to legal holds for predictable, attractive costing. With Fusion Cloud Legal Hold, legal teams can move off the chaotic multiple-spreadsheet approach, and begin using software to send and track defensible, automated legal hold notices in ten minutes or fewer.
Whether you’re a law firm looking to expand your service offerings, a company with a light to moderate litigation load, or a multinational corporation handling large litigation projects, Fusion offers a legal hold software solution that will meet your needs.
Simple, Defensible, Automated Notifications
Driven by easy-to-use wizards, the Fusion Cloud Legal Hold software package simplifies and automates the process of sending and managing legal hold notifications from a centralized, collaborative platform, delivering a streamlined, transparent and repeatable hold notification process.
- Legal holds: Quickly create or import legal holds and custodian lists at the push of a button. Legal holds are directly tied to billing, so you can buy only what you need now, and add more as your business grows.
- Templating: Create consistency in legal hold messaging and efficiency in legal hold processes. Include e-mail links so custodians can quickly review and acknowledge or ask questions of the legal team.
- Auto-generated notifications, reminders and escalations: Automatic, periodic reminders are sent to custodians on legal hold to facilitate good-faith efforts and reduce spoliation. Automatic escalation notices are sent to notification creators for follow-up.
- Integration: Eliminate duplication of efforts through simplified custodian upload from CSV or Excel.
- One-click release: Quick release reduces collection costs.
Predictable pricing
Fusion Cloud Legal Hold is subscription based, with a fixed cost per active legal hold with an unlimited number of custodians.
- Pass-through costing: Enables easy pass-through costing to law firms’ clients, delivering competitive advantage in a tight market.
- No infrastructure investment: No implementation fees for corporations with light to moderate litigation loads.
- Flexible growth: Transition easily to a hosted or enterprise solution to meet increased legal workload as business needs require.
Optional Integrations
Integrations through CSV file, web services or FTP site ensure the legal team is alerted when key changes in employee statuses occur, and enable historical scoping of custodians.
- HR Adapter: The Fusion platform has built-in HR adapter integration capabilities, ensuring the legal team is alerted when key changes in employee status occur, and enabling historical custodian scoping.
Visibility Into Compliance
Comprehensive, exportable reports deliver complete visibility into legal hold compliance to reduce the risk of liability. Matter, legal hold, and sign-in reports with auto-generated time and date stamps can be exported to Excel at the push of a button.
- Acknowledgment tracking: Automatically tracks acknowledgments with time and data stamps.
- Audit trails: Activity logs automatically record event history, user and sign-in history to track all changes and communications.
Secure Access
Fusion Cloud Legal Hold offers a highly secure environment built on Exterro’s proven centralized, collaborative Fusion platform. Exterro Fusion Cloud Legal Hold meets all the requirements as put forth by the North Carolina Ethics Opinion on cloud computing for attorneys.
- Out-of-the-box role-based access controls deliver secure access to partners, vendors or clients with no additional fee.
- Exterro hosts all data on caged, redundant servers, and it’s SAS 70 Type II compliant.
Quick, Accurate Scoping
Comprehensive, configurable interview management tools allow legal teams to automate the interview process. Design your own questionnaires and interview custodians quickly and defensibly, saving time in scoping custodians and interviewees for discovery activities.