Legal Hold Software

The gold standard for automating your legal hold process

Features & Capabilities

In-Place Preservation
In-Place Preservation

Exterro In-Place Preservation protects and secures electronically stored information (ESI) from accidental deletion prior to collection. Using close integration with leading email, collaboration, and archiving applications it suspends deletion policies and prevents manual deletion of data stored on native data sources.

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Employee Change Monitor
Employee Change Monitor

Exterro Employee Change Monitor reduces the spoliation risk created by employee termination, transfer, and other status changes that impact multiple business units across your organization (e.g. IT Security, Compliance, HR, etc.). It detects changes in any data field stored in your HR information system and enables you to proactively and automatically take steps to mitigate risk associated with these changes, such as sending alerts to key stakeholders.

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Office 365 Explorer
Office 365 Explorer

Quickly identify key data and custodian relationships from data stored in Microsoft Office 365 without having to scan or index it first. Easily detect all custodian owned and collaborative Office 365 data sources, quickly highlight communication patterns, rapidly build multiple searches and effortlessly collect desired data in just a few clicks!

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Consolidated Distributions and Reminders
Consolidated Distributions and Reminders

Consolidate all legal hold notice distributions and reminders in one place, simplifying what can be a tedious and error-prone process. Help custodians understand the importance of pending obligations, fight “notice fatigue" by those on multiple legal holds, and promote consistent compliance.

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Machine Intelligence and Reporting
Machine Intelligence and Reporting

The Legal Hold dashboard shows important information about holds, responses, and compliance by matter, department, manager, and custodian. Machine learning makes recommendations to improve compliance.

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Precise Custodian Scoping
Precise Custodian Scoping

Exterro Legal Hold leverages integration with HR systems to provide historical custodial views. Now you can identify custodians who have worked for an organization in the past, regardless of position or department, and place them on the hold.

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Custodian Interviews
Custodian Interviews

Native interviewing lets you start custodian interviews immediately upon issuing the hold. Obtain actionable intelligence early on, including crucial documents and identities of other important custodians.

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Compliance Portal
Compliance Portal

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 ability to review all hold obligations on a single screen, Compliance Portal is a must-have for legal hold “frequent flyers."

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Customer Testimonial

Judith Devieux - Manager of Legal Affairs

American Express

Judith Devieux, Manager of Legal Affairs for American Express, talks about how Exterro helped her go from legal hold novice to e-discovery pro by leveraging the power of technology to save time.

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See What Our Clients Are Saying

Brooke S.
New Exterro User Review
10/5/2020

"I like that it is able to integrate with Legal Tracker. This allows us to keep all our matters linked, so we can keep everything in sync with each other. I also like how easy it is to use and create a legal hold. The template feature is great and makes creating legal holds so much easier and faster. All our holds can be uniform, so that no matter is missing any important information because the template is already there for us to use. I really enjoy the escalation feature as well, as this helps keep everyone accountable for acknowledging and reading the legal hold."

Read the full review of Exterro Legal Hold
Jackie C.
Life-Changing
2/19/2021

"Integration with HR system for scoping custodians, auto reminders/follow-ups, in-place preservation capability. We have replaced a highly manual, cumbersome process with legal hold automation."

Read the full review of Exterro Legal Hold

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