Compliance Portal

The Exterro Compliance Portal enables custodians and managers to easily and quickly fulfill their legal hold requirements. It simplifies legal hold compliance, placing a custodian’s hold notifications and interviews on one easy-to-use screen. Managers can oversee their team’s responsibilities and respond to escalations. Senior leaders who work with sensitive information often receive many legal holds, so they appreciate the single screen where their information and actions are easily available. And everyone appreciates the flexibility to use that screen anytime, anywhere, in the office, or on mobile devices.

Required Actions
Required Actions

Required Actions are front and center, so it is simple to tell what to do next.


Consolidated Compliance Status
Consolidated Compliance Status

Consolidated compliance status including open, acknowledged, and released holds, and outstanding and completed interviews in one place. Easily search, review and take action.


Auditable Communications
Auditable Communications

Auditable communications allows custodians and data stewards to ask the legal team questions about their compliance obligations.


Work From Anywhere
Work From Anywhere

Work from anywhere design enables custodians to manage their legal hold obligations at their desks, and from their smartphones and tablets.