Relativity Legal Hold

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Score6.2

Rank#5 of 26

Free planNo

Runs onAPI, Web

Summary

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.

Who it is for

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.

What is 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.

What to know first

Pricing is provided on request.
Licensed separately from the data volume commitment.
Full use requires installation and configuration.

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.

Relativity Legal Hold plans and pricing

All plans

Relativity Legal Hold Not published Pricing provided on request · Legal Hold is licensed separately from the data volume commitment relativity.com · 30 Sept 2026

Compared on legal hold software

Hold templates: Yesrelativity.com
Custodian acknowledgment: Yesrelativity.com
Automated reminders: Yesrelativity.com
Audit trail: Yesrelativity.com
Matter tracking: Yesrelativity.com

Facts

Purpose: Legal Hold helps organizations identify and preserve relevant data when litigation is anticipated.help.relativity.com · 30 Sept 2026
Hold communications: It can send hold notifications, interview custodians, automatically follow up with unresponsive custodians, and track responses.help.relativity.com · 30 Sept 2026
In-place preservation: The product preserves data in place from major productivity platforms in a secure Azure environment.relativity.com · 30 Sept 2026
Integrations: The product page names Microsoft 365, Google Vault, and Slack as integrations managed within Legal Hold.relativity.com · 30 Sept 2026
Custodian setup: An enhanced interface and setup wizard help users select custodians and data sources for preservation.relativity.com · 30 Sept 2026
Operational updates: The product provides real-time updates and error alerts for preservation workflows.relativity.com · 30 Sept 2026
Volume reduction: Relativity says analytics and scoping criteria can reduce data volumes by up to 80%.relativity.com · 30 Sept 2026
Transfer to review: Preserved data can be transferred to RelativityOne for review through Collect as a case or investigation progresses.relativity.com · 30 Sept 2026
Deployment: Legal Hold is installed into one or more Relativity workspaces, and the vendor recommends its aiR Hold and Collect workspace template.help.relativity.com · 30 Sept 2026
Setup requirements: Full use requires installing the application and configuring access, email, the custodian portal, and preservation settings; the documentation says email settings are required.help.relativity.com · 30 Sept 2026
API: Legal Hold APIs include an endpoint for retrieving active custodian details, with a maximum of 1,000 records returned per request.platform.relativity.com · 30 Sept 2026
Support: Relativity says it provides 24-hour technical assistance through live and emergency on-call support.relativity.com · 30 Sept 2026
Buyer fit: Relativity describes its platform as serving legal teams at law firms, corporations, and legal service providers.relativity.com · 30 Sept 2026