Casepoint Legal Hold vs Relativity Legal 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.

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.