eDiscovery
Legal Hold & Preservation

The gold standard for legal holds and data preservation.

Exterro Legal Hold saves time and increases defensibility by allowing you to easily manage data preservation activities through legal hold and in-place preservation technology.

Organizations that want the best-in-class use Exterro Legal Hold.
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Overview
Legal holds from scoping to release

Exterro Legal Hold seamlessly integrates into your organization's existing data ecosystem, so you can accurately scope and effectively execute your legal holds and custodian interviews. With Exterro In-Place Preservation, you can easily preserve custodial and non-custodial data after issuing a hold.

Easy to Use
Our intuitive, streamlined interface makes it simple for users to access the powerful features embedded in Exterro Legal Hold.
Scalable and Adaptable
Designed to meet the needs of the world’s largest organizations, Exterro Legal Hold can scale to defensibly scope, manage, and enforce holds of any magnitude.
Powerful AI to Automate Activities
Exterro Assist automates custodian identification, legal holds, and acknowledgments in support of consistent, timely, and defensible processes.
Boost Defensibility
Ensure maximum hold compliance and generate powerful reports with robust audit trails.
Save Time
Quickly draft and send legal holds by automating time consuming tasks using templates, pre-set workflows, and proactive reporting.
Increase Transparency
All the information you need to know about your preservation process at your fingertips with intuitive dashboards and reporting.

Secure agentic AI to optimize your legal hold and preservation process.

400x
Up to 400x faster than manual or traditional processes
95%
95% reduction in manual effort for repetitive tasks
6 sec
Legal hold tasks reduced from 30–40 minutes to under 6 seconds
Exterro Intelligence
The AI engine behind our legal hold and preservation technology.

Exterro Intelligence is our foundational AI stack built to transform complex corporate data into precise, explainable legal holds and targeted preservation workflows. Powered by human-guided agentic AI, it automates the busywork of custodian identification and hold tracking, accelerating eDiscovery while delivering a consistent preservation process your legal team can verify, explain, and defend in court with absolute confidence.

Exterro In-Place Preservation
Protect and preserve data without collection

With Exterro In-Place Preservation protects and secures data from accidental deletion prior to collection. Early in the lifecycle of your matters, Exterro In-Place Preservation enables you to preserve broadly and refine as your matter team gets additional data points.

Exterro Employee Change Monitor
Reduce the risk of data spoliation caused by employee status changes with Exterro Employee Change Monitor.

Exterro Employee Change Monitor detects changes in employee status, such as departures, name or title change, and much more, and then automatically performs actions including assigning tasks, sending notifications, and integrating system activities with the other eDiscovery modules.

Automated Reminders and escalation notices
Instantly improve custodian compliance with automated legal hold reminders and escalation notices.

With Exterro Legal Hold, you can customize automatic hold reminders to be sent to custodians, allowing them to acknowledge their legal holds in one click. Still struggling to get custodians to respond? Send automatic escalation emails to their manager to encourage compliance.

Exterro Connectors
Easy, seamless access to every data source you need to preserve from.

With 190+ native connectors to enterprise data sources across email, cloud storage, and collaboration platforms, Exterro delivers secure, direct and deeper access to more enterprise data sources than any other solution.

Exterro Comprehensive Interview
Uncover the true scope of your legal hold with built-in configurable interviews.

Create highly-configurable interview templates and questionnaires to send to your custodians immediately upon issuing a hold. The electronic interview format makes it easy for custodians to respond, while Exterro logs all interview activity and responses for increased defensibility and fast and painless reporting.

Robust Security & Protection
Hundreds of customers trust Exterro’s unparalleled data security.

Exterro's ironclad commitment to securing data has earned us ISO 27001, SOC II, FedRAMP, TISAX, and HiTrust certifications.

Exterro transforms preservation workflows and empowers legal teams.
"For me, it's the time that I've saved that is the biggest factor in wanting to continue with the tool, because I don't know how much time I would waste then trying to figure out my job function without it."
Judith Devieux
Manager of Legal Affairs

Complementary Exterro Tools

Compliance Portal
Simplify legal hold obligations and boost compliance by allowing custodians to view and acknowledge their legal holds from a single screen.
In-Place Preservation
Proactively protect and secure ESI from accidental deletion prior to collection.
Employee Change Monitor
Proactively detect changes in employee status and automatically take corrective action in response to the employee status change.
Exterro Legal Hold & Preservation Software

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See our award-winning legal hold and preservation software in action.

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Related Resources

Learn more about legal holds and ways to improve your legal hold program below.