Checkbox vs ELM Solutions Legal Holds

Checkbox organizes how legal requests enter, move through and reach resolution for in-house legal teams. Requests can come from email, Slack, Microsoft Teams, forms and other channels, then AI classifies and routes them. Matter management keeps documents, conversations, tasks, approvals, ownership, status and deadlines together. Legal teams can create no-code workflows for routing requests, assigning tasks and tracking progress. An AI Agent answers routine legal questions from approved policies and directs employees to self-service tools or the appropriate workflow. Listed integrations include Gmail/Outlook, Slack, Microsoft Teams, Salesforce, Ironclad and Ivo. Native connectors, webhooks and REST APIs support custom connections, with API keys or OAuth for standard integrations. Checkbox lists encryption, patching, antivirus scanning, intrusion detection, penetration testing and vulnerability scanning. It states that it completed a SOC 2 Type II examination and is ISO 27001 certified, with ISO 27017 and ISO 27018 compliance. Pricing is provided on request through an Order, and the software is for business use, not consumers.

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.