Legal Hold

Organizations that want the best-in-class use Exterro Legal Hold.

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Legal Hold & Preservation

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 with big real-world results.

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 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.

Learn more about Exterro In-Place Preservation

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.

Learn more about Exterro Employee Change Monitor

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.

Learn more about Exterro Comprehensive Interview

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.

Learn more about Exterro Comprehensive Interview

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.

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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

Ready to get started?

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.

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Product Briefs

Exterro Legal Hold

Learn how Exterro Legal Hold can simplify the process of scoping, creating, and managing all your legal holds.

product briefs

Exterro Assist

Learn about Exterro Assist, which eliminates the need for tedious manual data extraction and analysis, saving legal teams time and money using purpose-built, domain-specific AI agents.

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Smarter Matters for Paralegals

Download this solution brief to learn how Exterro eDiscovery software can help paralegals run their matters more efficiently and proactively.