Relativity Legal Hold

Relativity Legal Hold is Relativity's integrated solution for a complete legal hold management workflow application. Legal Hold helps you identify and preserve relevant data when you anticipate litigation. Better understand your organizational data structure, which gives you an advantage in preparing for a hold, responding to a regulatory agency, or negotiating with opposing counsel with Relativity Legal Hold.

Instead of sending ad hoc emails and manually tracking responses in spreadsheets to manage a legal hold, you can centralize this process by using one application. Using Legal Hold, you can:

  • Send out hold notifications by email to confirm involvement.
  • Interview custodians to gather information.
  • Automatically follow up with unresponsive custodians.
  • Track and analyze responses using the Relativity Pivot feature.
  • Generate reports to maintain a defensibly-sound audit trail of all communications with custodians and other relevant parties.

Relativity Legal Hold is available in the application library and is upgraded with each Relativity upgrade. Install Relativity Legal Hold to your workspace from the application library. For more information see Installing applications.

This guide outlines Legal Hold's structure and functionality and describes how to create, manage, assess, and close a legal hold or hold-related project. Before getting started, see the Legal Hold checklist.

Note: You can locate an application's version number by navigating to Applications & Scripts > Application Library tab. You must be a system admin to access this tab.