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Casepoint Legal Hold

casepoint.com

WebAPI
Visit casepoint.com
Spec score 7.4 #7 of 26 in Legal Hold Software

What it is

Casepoint Legal Hold helps organizations create, manage, and track legal holds and custodian questionnaires to scope matters and reduce spoliation risk. Teams can draft, approve, modify, and send holds using templates and employee directories, then add or remove custodians as a hold progresses. Questionnaires help identify relevant electronically stored information. Automated reminders, escalation and internal notifications, dashboards, and customized reports support follow-up and oversight. 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 features include zero-trust architecture, encryption at rest and in transit, and role-based access controls; the security page lists SOC 2, ISO 27001, FedRAMP, and DoD impact level authorizations. The product is described for in-house legal and eDiscovery teams. Pricing is tailored to selected applications and use cases, so prospective customers are directed to contact Casepoint.

Spec sheet

Purpose
Casepoint Legal Hold helps organizations create, manage, and track legal holds and custodian questionnaires to scope matters and reduce spoliation risk.Read 29 Sep 2026 · casepoint.com
Integrations
Named data sources include Microsoft 365, Microsoft Teams, Gmail, Google Drive, Outlook Exchange, Dropbox, Box, and Slack.Read 29 Sep 2026 · casepoint.com
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.Read 29 Sep 2026 · casepoint.com
Headquarters
Washington, D.C., United StatesRead 23 Sep 2026 · casepoint.com
API and custom connectors
Casepoint says its open API architecture supports data exchange and that it builds custom connectors for specific requirements.Read 29 Sep 2026 · casepoint.com
Custodian management
Legal Hold syncs with HR directories and lets teams add or remove custodians throughout a hold’s lifecycle.Read 29 Sep 2026 · casepoint.com
Hold management
Users can draft, approve, modify, and send legal holds using preconfigured templates and employee directories.Read 29 Sep 2026 · casepoint.com
Notifications and reporting
The product supports automated reminders, escalation notifications, internal notifications, custom dashboards, and customized reports.Read 29 Sep 2026 · casepoint.com
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.Read 29 Sep 2026 · casepoint.com
Pricing availability
Casepoint offers tailored pricing based on selected applications and use cases and directs prospective customers to contact the company.Read 29 Sep 2026 · casepoint.com
Questionnaires
Teams can send custodian questionnaires to identify relevant electronically stored information and scope matters.Read 29 Sep 2026 · casepoint.com
Support and onboarding
Casepoint says it provides implementation, onboarding, and ongoing product adoption support.Read 29 Sep 2026 · casepoint.com
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.Read 29 Sep 2026 · casepoint.com

Plans and prices

Tailored pricing Priced on request 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

Every Casepoint Legal Hold plan and price →

Strong points and limits

Strong points

  • Supports hold templates and custodian questionnaires
  • Automates reminders and escalation notifications
  • Preserves cloud data in place
  • Provides audit trails and matter tracking

Limits

  • No free plan
  • Pricing is available on request

Who it suits

It suits in-house legal and eDiscovery teams managing holds, custodians, and questionnaires. Casepoint also says its wider platform serves corporations and government agencies.

Verdict

Casepoint Legal Hold brings hold administration, custodian follow-up, and cloud preservation into one workflow. Pricing is tailored to applications and use cases, so organizations need to contact Casepoint for details.

Where Specifiction places it

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