Casepoint Legal Hold vs ELM Solutions Legal Holds

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.

ELM Solutions Legal Holds is a web module for Passport and TyMetrix 360° that automates legal-hold work. It issues, releases, and tracks holds while sending custodian notifications, acknowledgment requests, reminders, and escalations. Notifications and responses can be monitored in real time through a repeatable, auditable process. Administrators can manage custodians, archive, restore, or delete holds, assign proxies, and identify confidential holds. Workflows include custodian and proxy acknowledgments, confidential holds, and escalations. The module integrates with Passport and TyMetrix 360° matter management and with third-party external systems. Reporting and audit tools track custodian responses, employment-status changes, compliance checks, and key performance metrics. The TyMetrix description also lists automated assignment, surveys, and integrated reporting. Pricing is available on request, and the product page offers a demo request. The maker is headquartered in Alphen aan den Rijn, Netherlands, and was founded in 1987.