Legal Hold, Preservation, and Collection
Save time and increase your defensibility with Casepoint Legal Hold. Orchestrate the entire legal hold process: easily create, manage, and track holds and custodian questionnaires to accurate scope matters, improve compliance, and reduce the risk of spoliation.
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Leverage smart, customizable legal hold and custodian interview templates to quickly notify custodians of their obligations. Seamlessly track and report across custodian responses while using automatic reminders and escalation notifications to boost hold compliance.
Give your team clear lines of sight and prevent tasks from slipping through the cracks with automated user notifications and orchestrated custodian management. Casepoint eliminates the clunky hand-offs and slow, manual processes.
Effective legal holds are just the beginning. Save time and further boost defensibility by preserving cloud data in-place before, during, or after a legal hold is issued. Collect and review data when ready without the need for usernames or passwords.
With automated notifications, custom dashboards and reporting, and easy custodian management, Casepoint makes your legal hold and in-place data preservation process seamless, secure, and defensible.
01
Draft, approve, modify, and send legal holds in minutes. Pre-configured hold templates and up-to-date employee directories help you move swiftly.
02
Easily add or remove custodians throughout the legal hold lifecycle. Casepoint Legal Hold automatically syncs with your HR directory so you can be confident you have the right custodians every time.
03
Create and send questionnaires directly to custodians to quickly identify relevant ESI and determine the true scope of your matter.
04
Design email templates, automate custodian reminders, and send internal notifications.
05
Proactively monitor legal hold progress, custodian status, and data preservation activity. Generate customized reports to stay informed and highlight the information you care about most.
06
Gain confidence by seeing centralized information about data preservation and collection activities related to specific holds or custodians.
Casepoint gives in-house legal and eDiscovery teams the power to collect cloud data across their organization without leaving the platform.
Data preservation is done safely and securely through designated cloud data connectors and APIs. User-controlled authentication tokens which eliminates the need for additional logins or sensitive data like usernames and passwords.
Identify, preserve, and collect cloud-stored data
Full support for encrypted authentication
Reduce cloud security risks and maintain privacy
With Casepoint, you can collect directly from today’s most popular data sources like Slack, Microsoft 365, Microsoft Teams, Gmail, Google Drive, Outlook Exchange, Dropbox, Box, and more.
Have a unique or specific data source you need to collect from? Casepoint collaborates with customers to continuously launch new integrations and support new data types.
Casepoint has provided a simplified but feature rich solution that has streamlined our litigation support procedures and translated into significant cost savings.
Casepoint has been more than willing to adapt to our model of discovery. Casepoint’s ability to work with us and discovery counsel on productions, and the timeliness of the productions, have been exceptional to any other products that we have tried.
Switching to cloud-based legal discovery brings our state benefits both in the form of workflow efficiencies and security. Casepoint provides end-to-end discovery with an intuitive interface, advanced analytics, and scalability.
We looked at several different products and ultimately, we chose Casepoint. One main reason is because of its CaseAssist Active Learning feature. Another was the superior functionality of reviewing construction-specific documents and file types based on our research of other products.
For almost a decade, Casepoint’s technical and project management teams have been helping us find creative solutions to unique and complex eDiscovery data issues.
Selecting Casepoint to consolidate our eDiscovery technology infrastructure in a secure cloud environment was an easy decision
Casepoint is three steps past intuitive; it is so easy to use yet powerful. It offers every option you would need to conduct reviews seamlessly and simultaneously. I have worked in all of the “popular” eDiscovery review and AI platforms: none compare to Casepoint. I'm so glad we chose Casepoint as our legal technology partner.
We look forward to benefiting from [Casepoint's] guidance on best practices, including billing and cost recapture for technology support and workflow efficiencies, so we can provide the most efficient and cost-effective legal representation for our clients.
Casepoint eDiscovery and Casepoint's professional services team will serve as an extension of our in-house team. This will allow our attorneys to streamline their practice by leveraging the best technology and resources in support of our clients.
We recognize that Casepoint is an industry leader in technology for law firms.
Casepoint is far more intuitive, user-friendly, and has an inviting interface. In a side-by-side with other products, Casepoint is the clear winner.
Casepoint offers a platform that feels like our own. Casepoint provides a well of quality expertise and ready assistance. We have aligned with a great technology partner.
We worked closely with the Casepoint Team to create workflows, test processes, and train our team. We couldn’t be happier with the results.
At Casepoint, we’re more than just a software provider, we're a trusted partner — a team of experts invested in helping customers meet business objectives and achieve successful outcomes for their toughest challenges.
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