Casepoint Legal Hold

Web · API

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Freedom report

One barScore 5.0

Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Casepoint Legal Hold is ranked #18 of 26 in legal hold software on Freedom251. It runs on API, Web.

Casepoint Legal Hold plans and pricing

All plans

Tailored pricing Pricing is tailored to the applications and use cases needed; customers do not pay for products they do not use casepoint.com · 29 Sept 2026

Compared on legal hold software

Free plan: No
Hold templates: Yes
Custodian acknowledgment: Yes
Automated reminders: Yes
Audit trail: Yes
Matter tracking: Yes

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The record

Purpose: Casepoint Legal Hold helps organizations create, manage, and track legal holds and custodian questionnaires to scope matters and reduce spoliation risk.
Hold management: Users can draft, approve, modify, and send legal holds using preconfigured templates and employee directories.
Custodian management: Legal Hold syncs with HR directories and lets teams add or remove custodians throughout a hold’s lifecycle.
Questionnaires: Teams can send custodian questionnaires to identify relevant electronically stored information and scope matters.
Notifications and reporting: The product supports automated reminders, escalation notifications, internal notifications, custom dashboards, and customized reports.
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.
Integrations: Named data sources include Microsoft 365, Microsoft Teams, Gmail, Google Drive, Outlook Exchange, Dropbox, Box, and Slack.
API and custom connectors: Casepoint says its open API architecture supports data exchange and that it builds custom connectors for specific requirements.
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.
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.
Pricing availability: Casepoint offers tailored pricing based on selected applications and use cases and directs prospective customers to contact the company.
Support and onboarding: Casepoint says it provides implementation, onboarding, and ongoing product adoption support.
Headquarters: Washington, D.C., United States

Where it ranks on Freedom251

Best Legal Hold Software in 2026#18 of 26

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Sources

casepoint.com/ediscovery-platform/legal-hold-software· checked 29 Sept 2026
casepoint.com/cloud-data-collection-connectors-and-in· checked 29 Sept 2026
casepoint.com/ediscovery-platform/data-security/· checked 29 Sept 2026
casepoint.com/pricing/· checked 29 Sept 2026