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Relativity Legal Hold
What Relativity Legal Hold is
Relativity Legal Hold helps organizations identify and preserve data relevant to anticipated litigation. It can send hold notices, interview custodians, follow up automatically with people who have not responded, and track replies. Reports record communications with custodians and other relevant parties. Legal Hold preserves data in place from major productivity platforms in a secure Azure environment; named integrations include Microsoft 365, Google Vault, and Slack. A setup wizard helps users choose custodians and data sources, while real-time updates and error alerts provide information about preservation workflows. Relativity says analytics and scoping criteria can reduce data volumes by up to 80%. Preserved information can be transferred to RelativityOne for review through Collect as a case or investigation progresses. Legal Hold is installed in one or more Relativity workspaces. Full use requires installing the application and configuring access, email, the custodian portal, and preservation settings. Its API can retrieve active custodian details, with up to 1,000 records per request. Relativity says it provides 24-hour technical assistance. Pricing is on request, and Legal Hold is licensed separately from the data volume commitment.
Who it suits
Relativity describes its platform as serving legal teams at law firms, corporations, and legal service providers. Legal Hold is for organizations that need to preserve data when litigation is anticipated.
What it does well
- Tracks custodian responses and automated follow-ups.
- Preserves data in place from major productivity platforms.
- Integrates with Microsoft 365, Google Vault, and Slack.
- Relativity says scoping can reduce data volumes by up to 80%.
- 24-hour technical assistance is available.
What to know first
- Pricing is provided on request.
- Full use requires installation and configuration.
- Legal Hold is licensed separately from data volume commitment.
- API requests return at most 1,000 active custodian records.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Relativity | starting price per year · no free trial listed | $1 a year |
| Relativity Legal Hold | separately licensed add-on · pay-as-you-go or one- or three-year commitments · 24/7 support | On request |
As relativity.com lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://www.relativity.com/platform/.
- Install Legal Hold into one or more Relativity workspaces.
- Use the recommended aiR Hold and Collect workspace template.
- Configure access and email settings.
- Configure the custodian portal and preservation settings.
- Select custodians and data sources for preservation.
Verdict
Legal Hold combines custodian communications, in-place preservation, workflow alerts, and a path to RelativityOne review. Buyers should account for workspace installation, configuration, and separately licensed pricing.
Questions
What does Relativity Legal Hold do?
It helps organizations identify and preserve relevant data when litigation is anticipated. It manages hold notifications, custodian interviews and follow-ups, response tracking, and communication reports.
Which integrations are named?
Microsoft 365, Google Vault, and Slack are named as integrations managed within Legal Hold.
How is the product deployed?
Legal Hold is installed into one or more Relativity workspaces. The recommended workspace template is aiR Hold and Collect.
How much does Legal Hold cost?
Pricing is provided on request. Legal Hold is licensed separately from the data volume commitment.
Can preserved data be reviewed in RelativityOne?
Yes. Preserved data can be transferred to RelativityOne for review through Collect as a case or investigation progresses.
What can its API retrieve?
The API includes an endpoint for active custodian details and returns a maximum of 1,000 records per request.
Facts from Relativity Legal Hold's own pages
- API
- A public REST API exposes active-custodian summaries, preservation creation, release and closure, entity operations and legal-hold task operations. · platform.relativity.com, 15 Oct 2026
- API limits
- ActiveCustodianSummary returns at most 1,000 records per request, with an index parameter for additional records. · platform.relativity.com, 15 Oct 2026
- Audit trail
- Legal Hold can generate reports that record communications with custodians and other relevant parties. · help.relativity.com, 30 Sept 2026
- Automated communications
- Communication templates can automate notices, reminders and escalation messages, with editable defaults and custom templates. · help.relativity.com, 15 Oct 2026
- Buyer fit
- Relativity describes its platform as serving legal teams at law firms, corporations, and legal service providers. · relativity.com, 30 Sept 2026
- Company employees
- LinkedIn lists Relativity as privately held with 1,001–5,000 employees and headquarters in Chicago. · linkedin.com, 15 Oct 2026
- Company founding
- The company began as kCura in 2001 and changed its name to Relativity in 2017. · relativity.com, 15 Oct 2026
- Company ownership
- Relativity announced a definitive strategic growth investment from Silver Lake on September 17, 2026. · relativity.com, 15 Oct 2026
- Company scale
- Relativity says its ecosystem includes more than 350,000 users and over 80 certified partners. · relativity.com, 15 Oct 2026
- Custodian management
- Projects let administrators assign, change, release and remove custodians and retain released status in reports. · help.relativity.com, 15 Oct 2026
- Custodian setup
- An enhanced interface and setup wizard help users select custodians and data sources for preservation. · relativity.com, 30 Sept 2026
- Deployment
- Relativity Server installations use the Application Library or external application files; Legal Hold is compatible only with a Relativity instance. · help.relativity.com, 15 Oct 2026
- Developer tooling
- Relativity publishes OpenAPI files, NuGet packages, SDK material, GitHub samples and a DevHelp community. · platform.relativity.com, 15 Oct 2026
- Headquarters
- Chicago, Illinois, United States · relativity.com, 28 Sept 2026
- Hold communications
- It can send hold notifications, interview custodians, automatically follow up with unresponsive custodians, and track responses. · help.relativity.com, 30 Sept 2026
- In-place preservation
- The product preserves data in its original productivity systems and records preservation status centrally. · help.relativity.com, 15 Oct 2026
- Integrations
- Supported preservation sources include Microsoft 365 Exchange, OneDrive, SharePoint and Teams, Google Workspace Gmail, Chat, Drive and Groups, and Slack. · help.relativity.com, 15 Oct 2026
- Legal entity
- Relativity’s terms identify the contracting company as Relativity ODA LLC at 231 South LaSalle Street, Chicago. · relativity.com, 15 Oct 2026
- Licence
- Relativity software is proprietary under written licences restricting copying, modification, reverse engineering and derivative works. · help.relativity.com, 15 Oct 2026
- Limit: complexity
- Independent reviewers report a steep learning curve, confusing configuration and a need for specialized expertise or professional services. · g2.com, 15 Oct 2026
- Limit: cost
- Capterra and independent reviewers describe Relativity as expensive, with complex pricing and professional-services costs. · capterra.com, 15 Oct 2026
- Limit: known issue
- A June 30, 2026 release note records that an Employment Status Change Report can omit data after automated imports or exports. · help.relativity.com, 15 Oct 2026
- Limit: mobile app
- An Apple reviewer reports that the iOS app lacks important functions, cannot play MP4 files and can block the web interface. · apps.apple.com, 15 Oct 2026
- Limit: performance
- Reviewers report slow searches, page refreshes, document navigation and processing latency in some workspaces. · g2.com, 15 Oct 2026
Where Relativity Legal Hold stands on Freedom251
- Legal Hold Software#9 of 26