Insight Legal Hold & Collect

Integrated Legal Hold, Collect & ECA

Legal holds can be painful, error prone and costly, especially when relying on manual methods or disparate systems. Now, you can automate unwieldy processes, save costs and zero in on the relevant documents quickly.

Automate & Centralize Your Legal Hold & Collection Processes

Insight Legal Hold and Collect dramatically improves your speed to accessing critical documents by automating the many interrelated hold and preservation tasks. While you issue and monitor holds and remotely collect data, you can simultaneously process, filter and analyze data—and even promote documents for real-time review as other data is being collected. 

Get Up & Running Quickly, Scale On Demand

Hosted securely in the cloud, Insight Legal Hold and Collect can be deployed quickly, with no hardware or software to purchase, manage and maintain. You can start using it immediately for all of your holds—there’s no need to concurrently manage legacy systems. Capacity is near-limitless; you can scale up and down based on the demands of your matter.

Protect the Enterprise

Insight Legal Hold and Collect technology has been used to collect and process petabytes of data from tens of thousands of custodians dispersed in more than 45 countries and six continents. Our time-tested technology and expert, automated workflows ensure defensibility.

Let Process Automation Do the Heavy Lifting

Save yourself time and headaches by automating critical, time-consuming tasks such as legal hold notifications, compliance reminders, data preservation actions, employee acknowledgment tracking, suspension of email and data retention policies to prevent inadvertent data spoliation and tracking employee change of status.

Accurately Budget

Budgeting in e-discovery is hit-or-miss. Quickly view data volumes and search results across custodians to make real-time informed decisions.

Easily Integrate & Synchronize with IT Systems

Connect with corporate email, such as Active Directory, and HR systems to select custodians from different departments or locations and ensure custodian information is always up-to-date.

Create & Distribute Legal Hold Notices in Minutes

Create and distribute legal hold notices in minutes using templates. Track requests. Send automated compliance reminders to employees and track employee acknowledgments.

Automate Enterprise Triggers for IT Task Suspension

Automate IT task suspensions relevant in accordance with email and data retention policies to prevent inadvertent data spoliation—while relevant emails and files are preserved for current, exiting or departed employees. 

Send Custodians Web-Based Questionnaires

Notify and survey key employees to gather important information and identify relevant data sources and documents. Use suggested expert questions or generate your own, re-use templates, generate on-the-fly reports of responses—all designed to gain deeper insight earlier in a matter’s lifecycle.

Collect Remotely & Surgically

Gather data remotely, from custodians located across the globe, in remote locations or down the hall, from enterprise email, laptops, tablets, drives, storage networks and cloud applications such as Microsoft Office 365—with strong encryption and digital chain-of-custody, and with no disruption to employees. You can also gather surgically when only specific documents are needed.

Enhance Your Microsoft Office 365 E-Discovery Capabilities

Save costs and reduce the burden on IT by connecting Insight Legal Hold and Collect to Office 365. You immediately eliminate costly, higher-tier Office 365 Security & Compliance Center licenses for legal hold and preservation tasks. You also ensure synchronization between legal and IT processes, deliver employee-facing and legal administrator workflows, fix disjointed batch processes native to Office 365 and can preserve and collect data from the many non-Microsoft systems that may contain data subject to your holds.

Process & Search

Search for relevant documents by text and fields after data is automatically processed, loaded and indexed. Cull out unwanted data, speeding the overall process to get the most crucial data to the review team as quickly as possible.

Promote or Preserve

Promote relevant documents for review and production with a single click, or archive them in a low-cost preservation repository until needed.

Mitigate Risk with Detailed Reports & Auditing

Get complete tracking and audit trails for every action to help ensure defensibility of process.

Keep Your Data Secure

Decrease the data held for legal purposes, and increase security. Preserve only relevant documents and control the outbound flow of sensitive data from the organization.

Schedule a Demo!

Related Resources


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Catalyst designs, builds, hosts and supports the world’s fastest and most powerful e-discovery platform. For 20 years, Catalyst has helped global corporations reduce the total cost of discovery and take control of complex, large-scale discovery and regulatory compliance.

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