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Casepoint Legal Hold
Washington, D.C., United States
What it is
Casepoint Legal Hold helps organizations create, manage, and track legal holds and custodian questionnaires for matter scoping and spoliation-risk reduction. Teams can draft, approve, revise, and send holds through templates and employee directories, while adding or removing custodians during the hold lifecycle. Questionnaires help identify relevant electronically stored information. Automated reminders, escalation notices, internal notifications, dashboards, and customized reports support follow-up. The product can preserve cloud data in place and collect it through designated connectors and APIs using authentication tokens controlled by the user. Named sources include Microsoft 365, Microsoft Teams, Gmail, Google Drive, Outlook Exchange, Dropbox, Box, and Slack. Casepoint describes an open API architecture and custom connectors for specific requirements. Security descriptions include zero-trust architecture, encryption in transit and at rest, and role-based access controls; listed authorizations and certifications include SOC 2, ISO 27001, FedRAMP, and DoD impact levels. Pricing is tailored to applications and use cases, with implementation, onboarding, and adoption support available.
For and against
For
- Creates and tracks legal holds
- Supports custodian questionnaires
- Offers automated reminders and escalations
- Connects to major cloud data sources
- Provides APIs and custom connectors
Against
- Pricing requires a tailored request
- Designed for legal and eDiscovery workflows
- Cloud collection uses designated connectors
The verdict
Casepoint Legal Hold covers hold creation, custodian management, preservation, collection, reporting, and security controls. Prospective customers need a tailored quote and should review which applications and connectors their matters require.
Who it suits
Casepoint Legal Hold is aimed at in-house legal and eDiscovery teams. Casepoint also describes its wider platform as serving corporations and government agencies.
Plans and prices
Tailored pricing
Pricing is tailored to the applications and use cases needed; customers do not pay for products they do not use
Read 29 Sep 2026 · casepoint.com
On the record
- API and custom connectors
- Casepoint says its open API architecture supports data exchange and that it builds custom connectors for specific requirements.casepoint.com · read 29 Sep 2026
- Custodian management
- Legal Hold syncs with HR directories and lets teams add or remove custodians throughout a hold’s lifecycle.casepoint.com · read 29 Sep 2026
- Hold management
- Users can draft, approve, modify, and send legal holds using preconfigured templates and employee directories.casepoint.com · read 29 Sep 2026
- Integrations
- Named data sources include Microsoft 365, Microsoft Teams, Gmail, Google Drive, Outlook Exchange, Dropbox, Box, and Slack.casepoint.com · read 29 Sep 2026
- Notifications and reporting
- The product supports automated reminders, escalation notifications, internal notifications, custom dashboards, and customized reports.casepoint.com · read 29 Sep 2026
- Preservation and collection
- Teams can preserve cloud data in place and collect it through designated cloud data connectors and APIs using user-controlled authentication tokens.casepoint.com · read 29 Sep 2026
- Pricing availability
- Casepoint offers tailored pricing based on selected applications and use cases and directs prospective customers to contact the company.casepoint.com · read 29 Sep 2026
- Purpose
- Casepoint Legal Hold helps organizations create, manage, and track legal holds and custodian questionnaires to scope matters and reduce spoliation risk.casepoint.com · read 29 Sep 2026
- Questionnaires
- Teams can send custodian questionnaires to identify relevant electronically stored information and scope matters.casepoint.com · read 29 Sep 2026
- Security
- Casepoint describes zero-trust architecture, encryption at rest and in transit, and role-based access controls; its security page lists SOC 2, ISO 27001, FedRAMP, and DoD impact level authorizations.casepoint.com · read 29 Sep 2026
- Support and onboarding
- Casepoint says it provides implementation, onboarding, and ongoing product adoption support.casepoint.com · read 29 Sep 2026
- Target users
- The product page describes the solution for in-house legal and eDiscovery teams, while Casepoint says its wider platform serves corporations and government agencies.casepoint.com · read 29 Sep 2026
