Casepoint Legal Hold vs Litera CAM Litigation Hold

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.

Litera CAM Litigation Hold helps firms identify, notify people about, track, and preserve information subject to legal holds. The Unified Project Directory provides a place to track holds across supported collaboration systems, while teams can designate custodians and require notifications, surveys, and acknowledgments. The module covers active matters and retrospective holds involving older matters, groups of matters, time periods, or custodians. Held iManage or NetDocuments content can be locked, declared as a record, made read-only, or exported as a snapshot to cloud storage or a network drive; held material can also be preserved in a separate repository. When a hold ends, firms can release the data and resume usual disposition policies. Litigation Hold is an add-on for CAM C3 and above licenses and is available for iManage and NetDocuments. CAM is a cloud-hosted SaaS platform with integrations including Microsoft 365 systems and file shares. Litera describes CAM as SOC 2 Type II compliant and within the scope of its ISO 27001:2013 certification and controls. Pricing is on request.