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Relativity Legal Hold
Chicago, Illinois, United States
What it is
Relativity Legal Hold helps organizations identify and preserve relevant data when litigation is expected. It can send hold notices, interview custodians, follow up automatically with people who have not responded, and track replies. Reports document communications with custodians and other relevant parties. The product preserves data in place from major productivity platforms in a secure Azure environment, and lists Microsoft 365, Google Vault, and Slack as integrations. An interface and setup wizard assist with choosing custodians and data sources. Real-time workflow updates and error alerts provide operational status. Relativity says analytics and scoping criteria can reduce data volumes by up to 80%. As a matter or investigation advances, preserved data can be transferred to RelativityOne for review through Collect. Legal Hold is installed in one or more Relativity workspaces. Full use requires configuring access, email, the custodian portal, and preservation settings. Its API can retrieve active custodian details, with up to 1,000 records per request. It is available for web and API use; pricing is on request, and the product is licensed separately from the data volume commitment.
For and against
For
- Automates follow-ups to custodians who do not respond.
- Reports document communications with relevant parties.
- Preserves data in place from major productivity platforms.
- Relativity reports potential data-volume reductions up to 80%.
- Provides 24-hour technical assistance, according to Relativity.
Against
- Pricing is provided on request.
- Licensed separately from the data volume commitment.
- Full use requires application and settings configuration.
- API requests return at most 1,000 custodian records.
The verdict
Relativity Legal Hold combines preservation, custodian communications, and workflow reporting for anticipated litigation. Buyers should account for workspace installation and configuration, and request pricing details.
Who it suits
It may suit legal teams at law firms, corporations, and legal service providers that need to preserve data and track custodian communications. Its API and workspace deployment may also fit teams working within Relativity environments.
Plans and prices
Relativity
no free trial listed
Read 15 Oct 2026 · capterra.com
Relativity Legal Hold
separately licensed add-on · pay-as-you-go or one- or three-year commitments · 24/7 support
Read 15 Oct 2026 · relativity.com
On the record
- API
- A public REST API exposes active-custodian summaries, preservation creation, release and closure, entity operations and legal-hold task operations.platform.relativity.com · read 15 Oct 2026
- API limits
- ActiveCustodianSummary returns at most 1,000 records per request, with an index parameter for additional records.platform.relativity.com · read 15 Oct 2026
- Audit trail
- Legal Hold can generate reports that record communications with custodians and other relevant parties.help.relativity.com · read 30 Sep 2026
- Automated communications
- Communication templates can automate notices, reminders and escalation messages, with editable defaults and custom templates.help.relativity.com · read 15 Oct 2026
- Buyer fit
- Relativity describes its platform as serving legal teams at law firms, corporations, and legal service providers.relativity.com · read 30 Sep 2026
- Company employees
- LinkedIn lists Relativity as privately held with 1,001–5,000 employees and headquarters in Chicago.linkedin.com · read 15 Oct 2026
- Company founding
- The company began as kCura in 2001 and changed its name to Relativity in 2017.relativity.com · read 15 Oct 2026
- Company ownership
- Relativity announced a definitive strategic growth investment from Silver Lake on September 17, 2026.relativity.com · read 15 Oct 2026
- Company scale
- Relativity says its ecosystem includes more than 350,000 users and over 80 certified partners.relativity.com · read 15 Oct 2026
- Custodian management
- Projects let administrators assign, change, release and remove custodians and retain released status in reports.help.relativity.com · read 15 Oct 2026
- Custodian setup
- An enhanced interface and setup wizard help users select custodians and data sources for preservation.relativity.com · read 30 Sep 2026
- Deployment
- Relativity Server installations use the Application Library or external application files; Legal Hold is compatible only with a Relativity instance.help.relativity.com · read 15 Oct 2026
- Developer tooling
- Relativity publishes OpenAPI files, NuGet packages, SDK material, GitHub samples and a DevHelp community.platform.relativity.com · read 15 Oct 2026
- Hold communications
- It can send hold notifications, interview custodians, automatically follow up with unresponsive custodians, and track responses.help.relativity.com · read 30 Sep 2026
- In-place preservation
- The product preserves data in its original productivity systems and records preservation status centrally.help.relativity.com · read 15 Oct 2026
- Integrations
- Supported preservation sources include Microsoft 365 Exchange, OneDrive, SharePoint and Teams, Google Workspace Gmail, Chat, Drive and Groups, and Slack.help.relativity.com · read 15 Oct 2026
- Legal entity
- Relativity’s terms identify the contracting company as Relativity ODA LLC at 231 South LaSalle Street, Chicago.relativity.com · read 15 Oct 2026
- Licence
- Relativity software is proprietary under written licences restricting copying, modification, reverse engineering and derivative works.help.relativity.com · read 15 Oct 2026
