Casepoint Legal Hold
Casepoint Legal Hold: A broad legal hold system with strong custodian workflows, preservation, reporting, and integrations. Ranked #1 of 26 in Legal Hold Software by our editors (9.4/10); pricing: Pricing on request; best for broad enterprise legal hold programs.
At a glance
- Editor score9.4 / 10
- PricingPricing on request
- Best forBroad enterprise legal hold programs
- Free planNo
- Custodian acknowledgmentYes
- Facts checked21 Sep 2026
Where it wins
- Covers hold creation, approval, reminders, acknowledgments, and releases
- Synchronizes custodians with HR directories and supports questionnaires
- Connects with Microsoft 365, Google Workspace, Slack, Box, and Dropbox
Where it doesn't
- Pricing is available only through contact with sales
- No free plan is available
- The broad feature set may exceed the needs of smaller legal teams
Our verdict on Casepoint Legal Hold
Casepoint Legal Hold is cloud-based software for corporate legal teams and government agencies managing legal holds and data preservation. It supports creating, approving, modifying, and sending holds, with reusable templates, custodian management, questionnaires, interviews, acknowledgment tracking, reminders, escalation notifications, dashboards, reporting, and audit trails. In-place preservation and cloud data collection extend the workflow beyond notice management. The product is part of Casepoint’s broader eDiscovery and legal-compliance platform.
Its platform fit is a major strength for organizations working across multiple content systems. Published integrations include Microsoft 365, Microsoft Teams, SharePoint, OneDrive, Google Vault, Gmail, Google Drive, Slack, Box, and Dropbox. The web interface and API support operational access and system connectivity, while synchronization with HR directories can help keep custodian records aligned with organizational changes. Audit trails cover notices, responses, updates, and releases, giving legal teams a structured record of hold activity.
Pricing is contact-sales only, with no free plan. The published product scope emphasizes a full legal hold lifecycle rather than a narrow notice tool: teams can manage templates, custodians, acknowledgments, reminders, preservation, reporting, and matter tracking in one system. That breadth suits organizations coordinating many custodians, data sources, and legal matters. Smaller teams with occasional holds or a preference for publicly listed self-serve pricing may find the platform more than they need. Casepoint Legal Hold is the stronger fit for broad enterprise programs that need connected preservation and oversight across cloud repositories.
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Casepoint Legal Hold pricing
Casepoint Legal Hold fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Hold templates | Yes |
| Custodian acknowledgment | Yes |
| Automated reminders | Yes |
| Audit trail | Yes |
| Matter tracking | Yes |
| Custodian limit | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001 |
| Support | Email, Phone, Tickets |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 10 integrations: Microsoft 365, Microsoft Teams, SharePoint, OneDrive, Google Vault, Gmail … See all → |
| Pricing | Pricing on request (source) |
| Website | casepoint.com |
| Facts checked | 21 Sep 2026 |
Casepoint Legal Hold integrations
Casepoint Legal Hold lists 10 integrations on its own site.
- Microsoft 365
- Microsoft Teams
- SharePoint
- OneDrive
- Google Vault
- Gmail
- Google Drive
- Slack
- Box
- Dropbox
See all Casepoint Legal Hold integrations →
Alternatives to Casepoint Legal Hold
- Exterro Legal HoldA broad legal hold platform for teams that need detailed workflows and extensive connectors.9.3
- DISCO HoldA mature, integration-rich legal hold platform for teams managing complex preservation work.9.2
- Zapproved Legal Hold ProA focused legal hold platform with preservation, communications, tracking, and release controls.9.0
See all Casepoint Legal Hold alternatives →
Casepoint Legal Hold vs the competition
- Casepoint Legal Hold vs Exterro Legal Hold
- Casepoint Legal Hold vs DISCO Hold
- Casepoint Legal Hold vs Zapproved Legal Hold Pro
- Casepoint Legal Hold vs Onit Legal Holds
- Casepoint Legal Hold vs OpenText Core Legal Hold
- Casepoint Legal Hold vs Vidhaana Legal Hold Management
Compare Casepoint Legal Hold with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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