Inferse
For vendors
AdvertiseTop spots, featured rows, home sponsor Get listedAdd a product we don't cover yet Claim a listingFree: verify the domain, then correct your page Vendor dashboardNumbers, orders and placements
List your platform
Vendor dashboard

Casepoint Legal Hold

APIyesDOCS4/5
CL6.7#6of 26
outWeb

Ranked in Legal Hold Software

Visit site Alternatives

About

Casepoint Legal Hold helps organizations manage 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 the hold progresses. Questionnaires help identify relevant electronically stored information. Automated reminders, escalation and internal notifications, dashboards, and customized reports support follow-up. The product can preserve cloud data in place and collect it through designated connectors and APIs using user-controlled authentication tokens. Named data sources include Microsoft 365, Microsoft Teams, Gmail, Google Drive, Outlook Exchange, Dropbox, Box, and Slack. Casepoint describes an open API architecture for data exchange and says it builds custom connectors for specific requirements. Its security descriptions include zero-trust architecture, encryption at rest and in transit, and role-based access controls; its 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. Implementation, onboarding, and ongoing product adoption support are offered.

Who it is for

Casepoint Legal Hold is aimed at in-house legal and eDiscovery teams managing holds, custodians, and preservation. It may suit organizations that need cloud data connectors, APIs, and tailored application selection.

What is good

  • Templates support drafting and sending holds
  • Custodians can be updated throughout a hold
  • Automated reminders and escalation notifications
  • Named sources include Microsoft 365 and Slack
  • Open API architecture and custom connectors

What to know first

  • Pricing is available on request
  • Pricing varies by selected applications and use cases

Verdict

Casepoint Legal Hold combines hold administration, questionnaires, notifications, and cloud preservation workflows. Pricing is tailored, so teams should contact Casepoint to discuss the applications and use cases they need.

Compared on legal hold software

Free plan
Nocasepoint.com
Hold templates
Yescasepoint.com
Custodian acknowledgment
Yescasepoint.com
Automated reminders
Yescasepoint.com
Audit trail
Yescasepoint.com
Matter tracking
Yescasepoint.com

Facts

Purpose
Casepoint Legal Hold helps organizations create, manage, and track legal holds and custodian questionnaires to scope matters and reduce spoliation risk.casepoint.com · 29 Sept 2026
Hold management
Users can draft, approve, modify, and send legal holds using preconfigured templates and employee directories.casepoint.com · 29 Sept 2026
Custodian management
Legal Hold syncs with HR directories and lets teams add or remove custodians throughout a hold’s lifecycle.casepoint.com · 29 Sept 2026
Questionnaires
Teams can send custodian questionnaires to identify relevant electronically stored information and scope matters.casepoint.com · 29 Sept 2026
Notifications and reporting
The product supports automated reminders, escalation notifications, internal notifications, custom dashboards, and customized reports.casepoint.com · 29 Sept 2026
Preservation and collection
Teams can preserve cloud data in place and collect it through designated cloud data connectors and APIs using user-controlled authentication tokens.casepoint.com · 29 Sept 2026
Integrations
Named data sources include Microsoft 365, Microsoft Teams, Gmail, Google Drive, Outlook Exchange, Dropbox, Box, and Slack.casepoint.com · 29 Sept 2026
API and custom connectors
Casepoint says its open API architecture supports data exchange and that it builds custom connectors for specific requirements.casepoint.com · 29 Sept 2026
Security
Casepoint describes zero-trust architecture, encryption at rest and in transit, and role-based access controls; its security page lists SOC 2, ISO 27001, FedRAMP, and DoD impact level authorizations.casepoint.com · 29 Sept 2026
Target users
The product page describes the solution for in-house legal and eDiscovery teams, while Casepoint says its wider platform serves corporations and government agencies.casepoint.com · 29 Sept 2026
Pricing availability
Casepoint offers tailored pricing based on selected applications and use cases and directs prospective customers to contact the company.casepoint.com · 29 Sept 2026
Support and onboarding
Casepoint says it provides implementation, onboarding, and ongoing product adoption support.casepoint.com · 29 Sept 2026

Company

Headquarters
Washington, D.C., United Statescasepoint.com · 23 Sept 2026

Best Casepoint Legal Hold alternatives

See all 20
OnitX CLM01 7.0OpenAxes02 6.9Relativity Legal Hold03 6.9Venio eDiscovery04 6.9Reveal05 6.8CrashPlan Legal Hold07 6.7

Where it ranks on Inferse

Sources