Mitratech LegalHold: Every Feature, Explained

Hold Admins configure automated notifications to managers when direct reports are placed on active holds — with configurable scheduling, consolidated delivery (one notification per manager, not one per event), and admin control over templates. Notifications trigger only on initial assignment or meaningful changes — new custodian, new hold, or status update — cutting duplicate emails.

The Staff Compliance tab shows managers one row per active hold per direct report: staff name, email, hold number, matter number, and response status by default, with more fields available via customization. An empty-state message displays when no direct reports have active holds.

Every questionnaire response, reset, and resubmission is retained with a full timestamp, viewable in the Questionnaire History tab in both the Custodian Portal and Hold Admin (Manage Holds) view. Notification logic was also optimized so questionnaire responses route to the active notice sender, with optional inclusion of Primary and Secondary Internal Contacts.

LegalHold automatically locks and preserves all sub-components of a data source — Private Channels, Shared Channels, and Sub-sites — closing a gap where sub-component data could previously bypass system-level preservation policies.

• Auto-creates OneDrive data sources using the stored web URL when custodians and data sources are added to a hold
• Applies holds to OneDrive sites for inactive (soft-deleted) Azure users using that same URL
• Falls back to creating the OneDrive source from the custodian’s email when the URL field is unavailable
• Sync All now runs asynchronously with controlled batching, reducing wait times and fully resyncing any custodian stuck in ERROR status

Displays Microsoft 365 errors before a hold is issued, giving admins early visibility into custodian sync or data source initialization problems — preventing incomplete holds before they go out.

Preservation date handling now uses a single dynamic variable that correctly resolves the applicable boundary based on the selected operator (Before, After, or Range) — eliminating missing values in templates using Preservation End Date with “Before” holds.

Administrators upload and manage large SharePoint/site lists via CSV instead of entering them one at a time.

Optional boolean toggles let admins independently disable non-respondent reminder emails, SSO, and manager escalation emails. These fields generate audit records, are available via API, and appear in the updated People module data dictionary — with backward compatibility for existing HR file versions.

Administrators configure and validate TAP connections directly in LegalHold, manage workflow templates, and automatically trigger TAP processes when an employee becomes inactive — ensuring legal holds stay enforced during offboarding without manual intervention.