Legal Hold

Exterro Legal Hold

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.

Boost Defensibility

Ensure maximum hold compliance with one-click acknowledgements, electronic interviews, and automated reminders and escalations. Powerful reporting capabilities and robust audit trails mean you know exactly what’s happening at all times.

Save Time

Scope, draft, approve, and send legal holds in minutes. Automate time consuming tasks using templates, pre-set workflows, and proactive reporting.

Increase Transparency

The Legal Hold dashboard shows important information about holds, responses, and compliance by matter, department, manager, and custodian. Exterro’s responsible AI makes recommendations to improve compliance.

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.

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.

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.

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.

Learn how Exterro transforms 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

The Gold Standard for managing legal holds

Companies that run on certainty, run on Exterro.