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Casepoint Legal Hold
What Casepoint Legal Hold is
Casepoint Legal Hold is a web and API service for in-house legal and eDiscovery teams managing legal holds. It supports drafting, approval, modification, and delivery of holds through templates and employee directories. Teams can synchronize custodians with HR directories, add or remove them during a hold, and send questionnaires to identify electronically stored information while scoping matters. Automated reminders, escalation and internal notifications, dashboards, customized reports, audit trails, and matter tracking support follow-up. Cloud data can be preserved in place and collected through designated connectors and APIs using authentication tokens controlled by the user. Named sources include Microsoft 365, Microsoft Teams, Gmail, Google Drive, Outlook Exchange, Dropbox, Box, and Slack. Casepoint describes open API architecture and custom connectors for specific requirements. It also describes zero-trust architecture, encryption in transit and at rest, role-based access, and authorizations or certifications including SOC 2, ISO 27001, FedRAMP, and DoD impact levels. Pricing is tailored and available on request, with implementation and onboarding support offered.
Who it suits
It suits in-house legal and eDiscovery teams that need to manage holds, custodians, questionnaires, preservation, and collection. Corporations and government agencies may also consider it within Casepoint’s wider platform.
What it does well
- Templates for drafting and sending legal holds
- Custodian syncing with HR directories
- Questionnaires help scope electronically stored information
- Cloud preservation and collection connectors
- Automated reminders, dashboards, and reports
What to know first
- No free plan
- Pricing is available only on request
- Requires web or API access
Limits
Pricing is tailored to the applications and use cases selected, and customers do not pay for products they do not use. No free plan is offered.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Tailored pricing | Pricing is tailored to the applications and use cases needed; customers do not pay for products they do not use | On request |
As casepoint.com lists them, read 29 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the Casepoint Legal Hold website
- Contact Casepoint for tailored pricing
- Select the applications and use cases needed
- Complete implementation and onboarding
- Connect designated data sources using user-controlled authentication tokens
Verdict
Casepoint Legal Hold combines hold workflows, custodian management, questionnaires, reporting, and cloud preservation in one service. Its tailored pricing and enterprise-oriented setup mean prospective customers must contact Casepoint to discuss requirements.
Questions
Is Casepoint Legal Hold free?
No. The product is paid, with pricing provided on request and tailored to selected applications and use cases.
Which platforms does it support?
The listed platforms are web and API.
What data sources can it connect to?
Named sources include Microsoft 365, Microsoft Teams, Gmail, Google Drive, Outlook Exchange, Dropbox, Box, and Slack.
Does it provide legal-hold templates and tracking?
Yes. It supports hold templates, custodian acknowledgment, automated reminders, audit trails, and matter tracking.
What security standards are listed?
Casepoint describes encryption at rest and in transit, role-based access controls, and zero-trust architecture. Its security page lists SOC 2, ISO 27001, FedRAMP, and DoD impact level authorizations.
Facts from Casepoint Legal Hold's own pages
- 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
- 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
- Headquarters
- Washington, D.C., United States · casepoint.com, 23 Sept 2026
- Hold management
- Users can draft, approve, modify, and send legal holds using preconfigured templates and employee directories. · 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
- 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
- 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
- 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
- Questionnaires
- Teams can send custodian questionnaires to identify relevant electronically stored information and scope matters. · 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
- Support and onboarding
- Casepoint says it provides implementation, onboarding, and ongoing product adoption support. · 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
Where Casepoint Legal Hold stands on Freedom251
- Legal Hold Software#2 of 26