Relativity Legal Hold
relativity.com
What it is
Relativity Legal Hold helps organizations identify and preserve relevant data when litigation is expected. It sends hold notices, interviews custodians, follows up with people who have not responded, and tracks their replies. Reports can document communications with custodians and other relevant parties. The product preserves data in place from major productivity platforms in a secure Azure environment, with Microsoft 365, Google Vault, and Slack listed as integrations. A setup wizard assists with choosing custodians and data sources, and the service provides workflow updates and error alerts. Relativity says analytics and scoping criteria can reduce data volume by up to 80%. Preserved data can move to RelativityOne for review through Collect as a matter or investigation proceeds. Legal Hold runs in Relativity workspaces; full use requires setup of access, email, the custodian portal, and preservation settings. Pricing is provided on request, and the product is licensed separately from the data volume commitment. It is available via web and API.
Spec sheet
- What it does
- Relativity Legal Hold centralizes legal-hold notices, custodian interviews, follow-ups, response tracking and audit reporting.Read 15 Oct 2026 · help.relativity.com
- Purpose
- Legal Hold helps organizations identify and preserve relevant data when litigation is anticipated.Read 30 Sep 2026 · help.relativity.com
- Deployment
- Relativity Server installations use the Application Library or external application files; Legal Hold is compatible only with a Relativity instance.Read 15 Oct 2026 · help.relativity.com
- API
- A public REST API exposes active-custodian summaries, preservation creation, release and closure, entity operations and legal-hold task operations.Read 15 Oct 2026 · platform.relativity.com
- Integrations
- Supported preservation sources include Microsoft 365 Exchange, OneDrive, SharePoint and Teams, Google Workspace Gmail, Chat, Drive and Groups, and Slack.Read 15 Oct 2026 · help.relativity.com
- Security
- Relativity aiR security materials list ISO 27001:2022, ISO 27018:2019, SOC 2 Type II, SOC 3, HIPAA, FedRAMP and other certifications.Read 15 Oct 2026 · relativity.com
- Support
- Relativity says it provides 24-hour technical assistance through live and emergency on-call support.Read 30 Sep 2026 · relativity.com
- Headquarters
- Chicago, Illinois, United StatesRead 28 Sep 2026 · relativity.com
- API limits
- ActiveCustodianSummary returns at most 1,000 records per request, with an index parameter for additional records.Read 15 Oct 2026 · platform.relativity.com
- Audit trail
- Legal Hold can generate reports that record communications with custodians and other relevant parties.Read 30 Sep 2026 · help.relativity.com
- Automated communications
- Communication templates can automate notices, reminders and escalation messages, with editable defaults and custom templates.Read 15 Oct 2026 · help.relativity.com
- Buyer fit
- Relativity describes its platform as serving legal teams at law firms, corporations, and legal service providers.Read 30 Sep 2026 · relativity.com
- Company employees
- LinkedIn lists Relativity as privately held with 1,001–5,000 employees and headquarters in Chicago.Read 15 Oct 2026 · linkedin.com
- Company founding
- The company began as kCura in 2001 and changed its name to Relativity in 2017.Read 15 Oct 2026 · relativity.com
- Company ownership
- Relativity announced a definitive strategic growth investment from Silver Lake on September 17, 2026.Read 15 Oct 2026 · relativity.com
- Company scale
- Relativity says its ecosystem includes more than 350,000 users and over 80 certified partners.Read 15 Oct 2026 · relativity.com
- Custodian management
- Projects let administrators assign, change, release and remove custodians and retain released status in reports.Read 15 Oct 2026 · help.relativity.com
- Custodian setup
- An enhanced interface and setup wizard help users select custodians and data sources for preservation.Read 30 Sep 2026 · relativity.com
- Developer tooling
- Relativity publishes OpenAPI files, NuGet packages, SDK material, GitHub samples and a DevHelp community.Read 15 Oct 2026 · platform.relativity.com
- Hold communications
- It can send hold notifications, interview custodians, automatically follow up with unresponsive custodians, and track responses.Read 30 Sep 2026 · help.relativity.com
- In-place preservation
- The product preserves data in its original productivity systems and records preservation status centrally.Read 15 Oct 2026 · help.relativity.com
- Legal entity
- Relativity’s terms identify the contracting company as Relativity ODA LLC at 231 South LaSalle Street, Chicago.Read 15 Oct 2026 · relativity.com
- Licence
- Relativity software is proprietary under written licences restricting copying, modification, reverse engineering and derivative works.Read 15 Oct 2026 · help.relativity.com
- Limit: complexity
- Independent reviewers report a steep learning curve, confusing configuration and a need for specialized expertise or professional services.Read 15 Oct 2026 · g2.com
- Limit: cost
- Capterra and independent reviewers describe Relativity as expensive, with complex pricing and professional-services costs.Read 15 Oct 2026 · capterra.com
- Limit: known issue
- A June 30, 2026 release note records that an Employment Status Change Report can omit data after automated imports or exports.Read 15 Oct 2026 · help.relativity.com
- Limit: mobile app
- An Apple reviewer reports that the iOS app lacks important functions, cannot play MP4 files and can block the web interface.Read 15 Oct 2026 · apps.apple.com
- Limit: performance
- Reviewers report slow searches, page refreshes, document navigation and processing latency in some workspaces.Read 15 Oct 2026 · g2.com
- Mobile support sunset
- Relativity documentation says support for the RelativityOne mobile app ends November 3, 2026.Read 15 Oct 2026 · help.relativity.com
- Operational updates
- The product provides real-time updates and error alerts for preservation workflows.Read 30 Sep 2026 · relativity.com
- Praise: flexibility
- G2 reviewers repeatedly praise customizable workflows, integrations and the ability to handle varied project types.Read 15 Oct 2026 · g2.com
- Praise: scalability and security
- TrustRadius reviewers repeatedly cite scalability across large document populations, customization and strong security.Read 15 Oct 2026 · trustradius.com
- Praise: support
- Reviewers on G2 and Gartner frequently describe customer support as responsive and helpful.Read 15 Oct 2026 · g2.com
- Rating on Apple App Store
- 3.3 out of 5 from 29 ratings for RelativityOne.Read 15 Oct 2026 · apps.apple.com
- Rating on Capterra
- 4.2 out of 5 from 57 reviews.Read 15 Oct 2026 · capterra.com
- Rating on G2
- 4.5 out of 5 from 656 reviews.Read 15 Oct 2026 · g2.com
- Rating on Gartner Legal Hold
- No reviews or rating are displayed for Relativity Legal Hold.Read 15 Oct 2026 · gartner.com
- Rating on Gartner Peer Insights
- 4.6 out of 5 from 49 ratings for RelativityOne.Read 15 Oct 2026 · gartner.com
- Rating on GetApp
- 4.2 out of 5 from 57 reviews.Read 15 Oct 2026 · getapp.com
- Rating on TrustRadius
- 9.1 out of 10 from 19 ratings.Read 15 Oct 2026 · trustradius.com
- Reporting
- Relativity Pivot analyzes custodian responses and the application generates reports that document hold communications.Read 15 Oct 2026 · help.relativity.com
- Setup requirements
- Full use requires installing the application and configuring access, email, the custodian portal, and preservation settings; the documentation says email settings are required.Read 30 Sep 2026 · help.relativity.com
- System requirements
- Full use requires an installed Legal Hold application, configured access, outgoing and incoming email settings, and optional portal and preservation settings.Read 15 Oct 2026 · help.relativity.com
- Transfer to review
- Preserved data can be transferred to RelativityOne for review through Collect as a case or investigation progresses.Read 30 Sep 2026 · relativity.com
- Volume reduction
- Relativity says analytics and scoping criteria can reduce data volumes by up to 80%.Read 30 Sep 2026 · relativity.com
Plans and prices
Relativity $1 a year starting price per year no free trial listed Read 15 Oct 2026 · capterra.com
Relativity Legal Hold Priced on request separately licensed add-on · pay-as-you-go or one- or three-year commitments · 24/7 support Read 15 Oct 2026 · relativity.com
Strong points and limits
Strong points
- Automates custodian follow-ups and tracks responses.
- Preserves data in place from major productivity platforms.
- Reports document communications with custodians and others.
- API retrieves active custodian details, up to 1,000 per request.
- Relativity says scoping can reduce volumes by up to 80%.
Limits
- Pricing is provided on request.
- Requires workspace installation and configuration for full use.
- Licensed separately from the data volume commitment.
Who it suits
It suits legal teams at law firms, corporations, and legal service providers that need to coordinate data preservation. Organizations should be prepared to configure the application and its access, email, portal, and preservation settings.
Verdict
Legal Hold combines custodian communications, preservation workflows, and audit reporting. Buyers should account for workspace setup and request pricing directly.
Where Specifiction places it
- Legal Hold Software#1 of 268.2
Alternatives to Relativity Legal HoldAll alternatives →
Vidhaana Legal Hold Management From ₹999/mo 7.6 Visit 
Everlaw 7.5 Visit 
Casepoint Legal Hold 7.4 Visit