Relativity Legal Hold
Relativity Legal Hold helps organizations identify and preserve data relevant to anticipated litigation.
What Relativity Legal Hold is
Relativity Legal Hold helps organizations identify and preserve data relevant to anticipated litigation. It can send hold notices, interview custodians, follow up automatically with people who have not responded and track replies. Reports record communications with custodians and other relevant parties. The product preserves data in place from major productivity platforms in a secure Azure environment; named integrations include Microsoft 365, Google Vault and Slack. Its setup wizard helps users select custodians and data sources, while workflow updates and error alerts provide operational information. Relativity says analytics and scoping criteria can reduce data volumes by up to 80%. Preserved information can be transferred to RelativityOne for review through Collect as a case or investigation advances. Legal Hold is installed in one or more Relativity workspaces. Full use requires configuring access, email, the custodian portal and preservation settings. Its API can return active custodian details, up to 1,000 records per request. Relativity describes its platform as serving legal teams at firms, corporations and legal service providers, and says it offers 24-hour technical assistance. Pricing is available on request; Legal Hold is licensed separately from the data volume commitment.
Good
- Tracks custodian responses and sends follow-ups.
- Preserves data in place from named platforms.
- Provides reports of communications.
- Can transfer preserved data to RelativityOne for review.
Watch out
- Pricing is provided on request.
- Licensed separately from the data volume commitment.
- Full use requires installation and configuration.
Who it suits
It suits legal teams at law firms, corporations and legal service providers that need to issue and track preservation holds. Organizations should account for workspace installation and configuration requirements.
Verdict
Relativity Legal Hold combines custodian communications with in-place preservation and transfer to RelativityOne. Its setup involves workspace installation and configuration, and pricing must be requested.
Plans and prices
From Relativity Legal Hold's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Relativity | $1 a year | no free trial listed · starting price per year |
| Relativity Legal Hold | Priced on request | separately licensed add-on · pay-as-you-go or one- or three-year commitments · 24/7 support |
The facts
Each one read from Relativity Legal Hold's own pages, with the date it was checked.
What it does
- API
- A public REST API exposes active-custodian summaries, preservation creation, release and closure, entity operations and legal-hold task operations.checked 15 Oct 2026
- API limits
- ActiveCustodianSummary returns at most 1,000 records per request, with an index parameter for additional records.checked 15 Oct 2026
- Audit trail
- Legal Hold can generate reports that record communications with custodians and other relevant parties.checked 30 Sep 2026
- Automated communications
- Communication templates can automate notices, reminders and escalation messages, with editable defaults and custom templates.checked 15 Oct 2026
- Buyer fit
- Relativity describes its platform as serving legal teams at law firms, corporations, and legal service providers.checked 30 Sep 2026
- Custodian management
- Projects let administrators assign, change, release and remove custodians and retain released status in reports.checked 15 Oct 2026
- Custodian setup
- An enhanced interface and setup wizard help users select custodians and data sources for preservation.checked 30 Sep 2026
- Deployment
- Relativity Server installations use the Application Library or external application files; Legal Hold is compatible only with a Relativity instance.checked 15 Oct 2026
- Developer tooling
- Relativity publishes OpenAPI files, NuGet packages, SDK material, GitHub samples and a DevHelp community.checked 15 Oct 2026
- Hold communications
- It can send hold notifications, interview custodians, automatically follow up with unresponsive custodians, and track responses.checked 30 Sep 2026
- In-place preservation
- The product preserves data in its original productivity systems and records preservation status centrally.checked 15 Oct 2026
- Integrations
- Supported preservation sources include Microsoft 365 Exchange, OneDrive, SharePoint and Teams, Google Workspace Gmail, Chat, Drive and Groups, and Slack.checked 15 Oct 2026
- Legal entity
- Relativity’s terms identify the contracting company as Relativity ODA LLC at 231 South LaSalle Street, Chicago.checked 15 Oct 2026
- Licence
- Relativity software is proprietary under written licences restricting copying, modification, reverse engineering and derivative works.checked 15 Oct 2026
- Limit: complexity
- Independent reviewers report a steep learning curve, confusing configuration and a need for specialized expertise or professional services.checked 15 Oct 2026
- Limit: known issue
- A June 30, 2026 release note records that an Employment Status Change Report can omit data after automated imports or exports.checked 15 Oct 2026
- Limit: performance
- Reviewers report slow searches, page refreshes, document navigation and processing latency in some workspaces.checked 15 Oct 2026
The company
- Company employees
- LinkedIn lists Relativity as privately held with 1,001–5,000 employees and headquarters in Chicago.checked 15 Oct 2026
- Company founding
- The company began as kCura in 2001 and changed its name to Relativity in 2017.checked 15 Oct 2026
- Company ownership
- Relativity announced a definitive strategic growth investment from Silver Lake on September 17, 2026.checked 15 Oct 2026
- Company scale
- Relativity says its ecosystem includes more than 350,000 users and over 80 certified partners.checked 15 Oct 2026
- Headquarters
- Chicago, Illinois, United Stateschecked 28 Sep 2026
Money
- Limit: cost
- Capterra and independent reviewers describe Relativity as expensive, with complex pricing and professional-services costs.checked 15 Oct 2026
Where it runs
- Limit: mobile app
- An Apple reviewer reports that the iOS app lacks important functions, cannot play MP4 files and can block the web interface.checked 15 Oct 2026
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