Automate Compliance, Preservation, and Custodian Tracking
Built for the Way Legal Holds Should Work
Here’s what automating legal holds actually looks like.
Reduction in legal hold management time
Compliance rate
To create and send a hold, using templates
The moment litigation, an investigation, or a regulatory inquiry is reasonably anticipated, an organization has a legal obligation to preserve relevant data: that’s a LegalHold. Mitratech LegalHold automates that process, replacing spreadsheets and email chains with one system that sends notices, tracks custodian responses, and preserves Microsoft 365 data automatically, cutting legal hold management time by 75% and achieving 91% compliance.
- Sends and tracks legal hold notices automatically, in four steps
- Preserves Microsoft 365, OneDrive, and Teams data in place
- Gives managers and IT visibility into hold status without needing admin access
- Retains a complete, timestamped audit trail of every custodian response
“This could be about a three- or four-minute process, especially if you’re using templates.”
“When litigation hits, manual processes can create serious exposure from missed custodians, undocumented decisions, and spoliation risk can result in sanctions.”
“More efficient, more trackable, more reportable; that’s really something that interests our stakeholders.” – The Regents of The University of Colorado
Already a TeamConnect Customer? LegalHold Fits Right In
Mitratech LegalHold integrates directly into TeamConnect to create one connected workflow, from matter creation to hold release, no duplicate data entry or switching systems.
- Auto-populate hold fields from matter name, ID, description, legal staff, and custom fields
- Access a dedicated LegalHold tab on every matter — status, custodians, and compliance at a glance
- Initiate holds from within matters — no switching systems or context loss
- Consistent security and permissions across both platforms, with no gaps
“Legal hold isn’t just about sending a notice; it’s about proving, step by step, that your organization took reasonable, defensible action from the moment litigation became foreseeable. What automation does is remove the gaps: every notice, acknowledgment, escalation, and preservation action is tracked, timestamped, and connected back to the matter. That level of consistency and visibility is what turns legal hold from a manual risk into a repeatable, auditable process.”
Four Steps. One System. No Spreadsheets.
LegalHold’s intuitive design lets a legal team create and manage a hold in four steps: a standardized, repeatable process that reduces the risk of evidence being deleted and stand up to judicial scrutiny. That matters because relevant data is typically scattered across people and systems in multiple departments; without automation, staffers struggle to identify custodians and obtain the attestations defensible compliance requires.
- Create the hold from a standard template
- Identify custodians
- Notify custodians, with automated reminders/escalations
- Track compliance with time-stamped, auditable records
Calculate Your Own ROI
Want the numbers for your own organization? The Mitratech LegalHold ROI Calculator gives you instant, org-specific insight into cost savings, efficiency gains, and risk reduction.
Stronger Enforcement, Improved Preservation, Greater Visibility
Co-developed with customers, LegalHold 4.4 delivers critical compliance safeguards, enhanced manager visibility, and enterprise-scale performance improvements. This release closes preservation gaps in Microsoft 365 integrations, empowers managers with real-time hold awareness, and streamlines administrative workflows, keeping legal teams ahead of evolving LegalHold compliance and preservation requirements.
Manager visibility and staff compliance
Managers now receive automated email notifications when their direct reports are placed on active holds. A dedicated Staff Compliance portal gives them an at-a-glance view of hold details without requiring admin access.
Complete questionnaire response history
LegalHold 4.4 captures every questionnaire response, reset, and resubmission with full timestamps, visible in both the Custodian Portal and Hold Admin view.
Microsoft 365 and Purview integration enhancements
Bulk CSV site management, system-level locking of data source toggles, improved error visibility, new OneDrive URL field for terminated custodians.
Integration with Mitratech Workflow Automation
Tightly aligned to the employee departure workflow. Administrators can now configure and validate TAP connections directly in LegalHold, manage workflow templates, and automatically trigger TAP processes when an employee becomes inactive. This ensures legal holds are consistently enforced during offboarding events without manual intervention.
Built Around Three Jobs, Not One Generic User
Most legal hold software is designed for one persona and forces everyone else to work around it. Mitratech Legal Hold software is built around how Hold Admins, Legal Ops, and IT Admins each actually work day to day:
Hold Admins
Automated notice delivery, questionnaire history with full audit trail, staff compliance visibility.
For the full explanation of each stage, see the Legal Hold Lifecycle guide.
Litigation, investigation, or regulatory inquiry is reasonably anticipated
Identify the trigger
Send and track legal hold notices to the right custodians
Issue the notice
Track acknowledgments, preserve M365/OneDrive/Teams data in place, monitor compliance
Preserve and monitor
Formally close out the hold once resolved
Release the hold
Legal Hold Software: Frequently Asked Questions
What is legal hold software?
Legal hold software automates the process of preserving documents and data once litigation or an investigation is reasonably anticipated, including sending notices, tracking custodian responses, and maintaining an audit trail.
Does LegalHold integrate with Microsoft 365?
Yes. LegalHold includes Microsoft 365 and Purview integration, including OneDrive handling, bulk SharePoint site management via CSV, and visibility into data source errors before a hold is sent.
Can managers see which employees are on a legal hold?
Yes. As of LegalHold 4.4, managers receive automated email notifications when direct reports are placed on active holds and can view hold details through a dedicated Staff Compliance portal without needing admin access.
Is there an audit trail for legal hold activity?
Yes. LegalHold retains a complete history of questionnaire responses, resets, and resubmissions with full timestamps, visible in both the Custodian Portal and Hold Admin view.
How many steps does it take to create a legal hold in LegalHold?
Four. LegalHold is designed so a legal team can create and manage a hold in four steps, reducing the risk of evidence being deleted.
Go Deeper on Legal Hold with Our Free Resources
Reduce legal hold setup time by 95% and eliminate manual tracking
Best practices for issuing, managing, and releasing a legal hold
30+ self-assessment questions to uncover compliance gaps and see how audit-ready your process really is
Our Focus? On Your Success
See the LegalHold product in more detail
©2026 Mitratech, Inc. Tous droits réservés.
©2026 Mitratech, Inc. Tous droits réservés.