Rely on Years of Experience & Best-Practices to Drive Error-free, Efficient Legal Preservation

Ease of Use

OpenText™ Legal Hold uses a straight-forward and intuitive user interface and wizard style screens to help users and administrators configure workflows and options.

The application is highly flexible and can be configured to meet the organization's business requirements and specific needs. Important functions are presented in an intuitive way without the need for long training or needing to reference large volumes of documents. The user interface is designed so that the system will walk you through and notify you of what to do next.

OpenText™ Legal Hold uses includes expert workflows and suggested best-practice protocols for driving legal holds and document preservation.

Leveraging years of experience in legal compliance, information security, data privacy, digital forensics investigations and software development, OpenText™ Legal Hold uses contains expert suggestions in the form of protocols, configurations and workflow options to accommodate many different legal and investigative situations such as:

  • Labor & Employment or HR Related Matters
  • Regulatory Demands
  • Commercial Litigation
  • Vendor Disputes
  • Internal Investigations
  • Policy Enforcement

Power Legal Strategy

Smarter eDiscovery

Courts and Regulators are expecting companies to involve key employees in the legal compliance, data preservation and discovery process. Employees typically know where data is located better than anyone else in the company. So interviewing employees and gathering documents from them are important and expected parts of legal compliance. With OpenText Legal Hold uses, that is no longer an expensive and complicated process.

Using the online custodian questionnaire interview tool, interacting with employees is easy, requires minimum effort from the employee and allows for a rich capture of important intelligence and facts about potentially discoverable material for a legal matter. Results are reported in real-time. Questionnaires can have an unlimited number of questions and support several key question types.

Employee & Data Custodian Web-based Questionnaires:

  • Create and manage web-based employee and custodian interviews
  • Suggested expert questions
  • Multiple and custom question types
  • Save and review drafts of questionnaires
  • Generate on-the-fly and detailed reports of employee responses
  • Easily and quickly re-order questions
  • Re-use questionnaire templates
  • Gain deeper insight earlier in a matter's lifecycle
  • Focused legal document discovery responses
  • More efficient access control tracking
  • Use response analysis as part of a greater legal, security or records strategy

Interacting with Employees


For legal compliance reasons such as managing legal hold notification and acknowledgements, web-based interviews and data preservation requests can be challenging to initiate, manage and track to completion. OpenText Legal Hold uses eases that burden by offering employee-facing interactions that minimize any productivity impact on the custodian, and which are automatically tracked and alerted for the Legal administrator.

  • Employee communications are customized, sanctioned and validated to ensure security and employee confidence
  • Easy to understand wizard type workflows assist employees through the legal compliance process
  • Works in the background on local machines such as laptops or workstations
  • Employee interactions designed and tuned for rich experiences using tablets and mobile devices
  • Employee-centric interaction software design process for relevant employee (Custodian) facing features
  • More invested employees in, and not annoyed by, the overall legal compliance process when they must be involved
  • Flexible document/data preservation protocols can be configured based on employee categories involved in a matter

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OpenText™, The Information Company, is a market leader in Enterprise Information Management software and solutions, enabling Intelligent and Connected Enterprises by managing, leveraging, securing and gaining insight into enterprise information, on-premises or in the cloud. OpenText™ Catalyst designs, hosts and supports the world’s fastest and most powerful document repositories for large-scale discovery and regulatory compliance. For more than 20 years, global corporations and their counsel have relied on Catalyst to help reduce litigation costs and take control of complex legal matters.

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