OpenText Core Legal Hold: Workflow Automation software
Eliminate manual tasks and operational burdens with OpenText Core Legal Hold
OpenText Core Legal Hold is cloud-based legal hold software that centralises and automates the legal hold process. It offers configurable workflows for each stage, including issuing hold notices, tracking acknowledgements, managing custodian interviews and auditing preservation activity. It integrates with other enterprise systems. The product is aimed at organisations that need to preserve relevant data for litigation, investigations or compliance obligations, including legal and IT teams.
Product
OpenText Core Legal Hold
Last updated
Considering OpenText Core Legal Hold?
Compare it against your team's workflow, integration, and approval needs.
Are you representing OpenText Core Legal Hold?
Claim this profile to update product capabilities, respond to buyer reviews and manage your organization's listing on DreamLegal
Claim Your ProfileOverview
What OpenText Core Legal Hold does
The product runs as a multi-tenant SaaS deployment on the public cloud. Its workflows are built from expert templates that can be configured through wizard-style screens. Hold notices can be created and distributed in minutes, acknowledgements are tracked, and automated reminders are scheduled for custodians. Custodian interviews use web-based questionnaires with suggested expert questions to help identify data sources and records. Preservation features include in-place mailbox preservation, which automates preservation without duplicating or moving content, and silent holds, which support preservation without alerting custodians. Custodian profiles connect to enterprise systems and update as roles or employment status change. Dashboards show the status of employee holds and preservation obligations, either for a single hold or across several. OpenText Core Legal Hold's website positions the product for legal departments, IT professionals and global organisations of any size. A legal hold is described as triggered by reasonably anticipated litigation, notice of potential claims, internal or regulatory investigations, or compliance obligations. The product is listed with public cloud deployment and integrations with systems including Microsoft 365, Google Workspace, Workday and ServiceNow. Access is governed by role-based permissions. OpenText Core Legal Hold's website also lists OpenText professional services, training and premium support offerings. Connecting legal hold to early case assessment is described as a separate offering, Case Intelligence.
What it does
OpenText Core Legal Hold core capabilities
Automate the legal hold process
Centralised, end-to-end legal hold workflows that reduce manual effort.
Issue and track legal holds
Hold notices created and distributed, acknowledgements tracked, reminders scheduled.
Manage custodian interviews
Web-based questionnaires with suggested expert questions for key custodians.
Defensibly track and audit legal hold activities
Reports and audit trails showing active holds and outstanding tasks.
Easy-to-use interface
Intuitive interface and simplified user experience.
Configurable processes
Wizard-style screens to configure and customise workflows.
Automated legal hold notifications and reminders
Notice templates with tracking so no acknowledgement goes missing.
In-place mailbox preservation
Automated in-place preservation without duplicating or moving content.
Up-to-date custodian profiles
Connected enterprise data keeps custodian records accurate.
Legal hold dashboards
Status of employee holds and preservation obligations, single or multiple.
Role-based permissions
Restricts hold access and changes to authorised personnel.
Silent holds
Preservation workflows that run without alerting custodians.
Technical specifications
- Public cloud deployment, multi-tenant SaaS
- Integrations: Microsoft 365, Google Workspace, Workday, ServiceNow
- Integrations: Microsoft Active Directory, Microsoft Entra, Slack, Box
- Integrations: Thomson Reuters Legal Tracker, SimpleLegal
- Bi-directional integration with enterprise systems
Who it is for
Who OpenText Core Legal Hold is built for
Target audience
- In-House Legal Teams
Case studies
No case studies yet
OpenText Core Legal Hold doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
OpenText Core Legal Hold security at a glance
Security certifications
Named enterprise customers
Pricing details
OpenText Core Legal Hold pricing
Starting price
Pricing model
Free version
Flat-fee subscriptions are offered, with no public price points or plan names stated. No free tier or trial is mentioned.
Product videos & screenshots
See OpenText Core Legal Hold in action
Product interface
OpenText Core Legal Hold Interface
Comparisons
Popular OpenText Core Legal Hold comparisons
Evaluate how OpenText Core Legal Hold stacks up against competing legal tech solutions on features, compliance, and deployment.
August
VetoAI
Axara AI
NetDocumentsAlternatives
Top alternatives to OpenText Core Legal Hold
Discover verified legal software options offering similar workflow capabilities and regional compliance standards.
VetoAI
No case studies yetResearch, analyze and draft in one legal AI workspace
Axara AI
No case studies yetThe Legal AI Company.
ContractPodAi CLM
No case studies yetThe Agentic AI Platform for Contracting, Legal, Procurement, and More
Zoho Contracts
No case studies yetComprehensive contract management software
AODocs
No case studies yetControl the knowledge. Accelerate delivery.
Transparency
OpenText Core Legal Hold sources
Pages used to generate and verify this profile.
FAQs
Frequently asked questions about OpenText Core Legal Hold
OpenText describes the product as using flat-fee subscriptions, which it presents as giving cost certainty and lowering total cost of ownership. Reducing dependency on IT resources is also cited as a way to manage the software affordably.
OpenText Core Legal Hold's website describes legal hold software as helping legal departments and IT professionals centralise legal hold management. The product is positioned for global organisations of any size. It centralises custodian selection, hold notices and acknowledgement tracking.
The product lists integrations with Microsoft Active Directory Domain Services, Microsoft Entra Domain Services, Microsoft 365, Google Workspace, Workday, ServiceNow, Thomson Reuters Legal Tracker, Slack, Box and SimpleLegal. Custodian profiles are kept up to date by connecting to data across enterprise systems. Bi-directional integration is also listed among its features.
Role-based permissions control access to legal holds, ensuring only authorised personnel can review and make changes. Precise reports and audit trails are created to track legal hold activities and demonstrate compliance. In-place mailbox preservation automates preservation without duplicating or moving content.
OpenText Core Legal Hold is deployed in a multi-tenant SaaS cloud, which OpenText Core Legal Hold's website says allows organisations to start benefitting in weeks rather than months. Public cloud is the listed deployment option. OpenText Core Legal Hold's website points to a five-step implementation data sheet for details, and does not describe installation steps on OpenText Core Legal Hold's website content.
Latest Insights