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Tech riderRev. 29 Sept 2026

Casepoint Legal Hold

Ch 146.3of 26Legal Hold Software
  1. 1Runs onAPI, Web
  2. 2Hold templatesYes
  3. 3Custodian acknowledgmentYes
  4. 4Automated remindersYes
  5. 5Audit trailYes
  6. 6Matter trackingYes
6 lines stated Written from the maker's own pages: casepoint.com
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The Casepoint Legal Hold homepage

Overview

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.

Who it is for

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

What is good

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

What to know first

  • No free plan
  • Pricing is available on request

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.

Casepoint Legal Hold plans and pricing

All plans
Tailored pricing Pricing is tailored to the applications and use cases needed; customers do not pay for products they do not use casepoint.com · 29 Sept 2026

Compared on legal hold software

Free plan
Nocasepoint.com
Hold templates
Yescasepoint.com
Custodian acknowledgment
Yescasepoint.com
Automated reminders
Yescasepoint.com
Audit trail
Yescasepoint.com
Matter tracking
Yescasepoint.com

Facts

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

Company

Headquarters
Washington, D.C., United Statescasepoint.com · 23 Sept 2026

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