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Relativity Legal Hold review

#10 of 26 in Legal Hold Software

A structured legal hold system for notices, custodian follow-up, and audit reporting.

8.3/10Editor score
Relativity Legal Hold8.3 Visit Relativity

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Relativity Legal Hold is a legal hold management application integrated with Relativity. It supports legal teams that need to identify and preserve relevant data, notify custodians, collect acknowledgments, manage questionnaire responses, and document hold activity. Relativity positions the application for law firms, corporations, government agencies, and legal service providers, with web and self-hosted deployment options.

Its strongest area is the custodian workflow. Teams can create and reuse legal hold project and communication templates, send notifications and email acknowledgments, and provide a custodian portal for questionnaires and tasks. Automatic periodic reminders target unresponsive custodians, while configurable escalation communications add a defined follow-up path. Response tracking and acknowledgment dates give matter teams a working view of custodian activity, and generated reports support an audit trail of hold communications.

Platform fit is clearest for organizations working across Microsoft 365, Google Vault, and Slack, which are the listed integrations for legal hold workflows. The product also supports matter-related hold projects and includes matter tracking, templates, custodian acknowledgment, automated reminders, and audit trail capabilities. Pricing uses a contact-sales approach rather than a stated plan structure. Relativity Legal Hold should suit teams that want structured preservation workflows connected to major collaboration platforms; organizations needing a broader integration set or a self-serve price may prefer to compare alternatives.

Relativity Legal Hold pros and cons

  • Where it wins
    • Reusable templates for hold projects and communications
    • Portal-based acknowledgments, questionnaires, and custodian tasks
    • Automated reminders, escalations, response tracking, and audit reports
  • Where it doesn't
    • Integrations are limited to Microsoft 365, Google Vault, and Slack
    • Pricing follows a contact-sales model
    • The application is integrated with the Relativity platform

Relativity Legal Hold fact sheet, pricing and score →

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