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Introducing Exterro Modern View for Legal Hold

Read the blog post to learn about the exciting release of an intuitive new user interface for Exterro Legal Hold.

In today's fast-paced digital landscape, legal and IT professionals require tools that enhance efficiency and streamline complex processes. Exterro, a leader in data risk management, has introduced Modern View—an innovative update to the Exterro Legal Hold software. This update is designed to improve usability, efficiency, and overall workflow management.

What is Modern View?

Modern View is a new user interface for the Legal Hold module. It delivers a streamlined and intuitive experience, helping users manage legal holds more effectively. The interface is designed to be visually appealing and user-friendly for both legal professionals and IT teams.

Users can switch between the traditional interface and Modern View using a toggle within the Legal Hold module, allowing them to explore the new experience at their own pace.

Key Benefits of Modern View

Matter-Centric View

Modern View provides a unified snapshot of each matter, making it easier to manage the full e-discovery workflow—from preservation to review and production—all in one place.

Personalized User Experience

Users can customize their interface by adding or removing columns, applying filters, and saving personalized views. This flexibility helps align the platform with specific workflows and improves efficiency.

Improved Legal Hold Workflow

Modern View enhances collaboration between custodians, legal teams, and administrators. Features like “Suggest Other Custodians,” improved task management, and faster performance streamline the entire process.

How to Access Modern View

Accessing Modern View is simple:

  1. Open the Legal Hold module.
  2. Locate the toggle switch.
  3. Switch to Modern View to activate the new interface.
  4. Explore the features and customize your experience.
  5. Switch back anytime if needed.

Benefits of Matter-Centric View

The matter-centric approach provides a holistic overview of each case, helping users manage multiple matters efficiently and ensuring nothing is overlooked.

Customization for Efficiency

The customizable interface allows users to tailor their workspace, making it easier to access key information quickly and improving productivity.

Enhanced Task Management

Modern View improves task management with features like “Suggest Other Custodians” and faster system performance, enabling users to complete tasks more efficiently.

Improved Communication and Collaboration

The platform supports better coordination among teams by streamlining workflows and improving visibility across stakeholders.

Faster Page Loading Times

Performance improvements, including faster loading times, reduce delays and enhance overall productivity.

Next Steps

Modern View represents a significant advancement in legal hold management. Its intuitive design, customization capabilities, and enhanced workflows make it a powerful tool for modern legal and IT teams.

Additional modules within Exterro’s platform will adopt Modern View in the coming months, extending these benefits across the ecosystem.

To learn more, download the product brief: