Legal Hold Reimagined Through Corporate Collaboration

Legal Hold Evolve was created to solve the challenges corporate legal departments face today — rigid workflows, low custodian compliance, limited visibility, and systems that manage notifications but generate little insight.

Rather than speculating, we went right to the source and built Legal Hold Evolve with the help of leading corporations to deliver a next-generation practical solution.

Advanced Notification Builder
Customize timing, frequency, reminders, escalations, and releases with precision.
Custodian Groupings
Tailor email notices and custodian surveys by role, department, priority, or sensitivity.
Robust Survey Designer
Use advanced templates, formats, and flexibility to capture clearer, more accurate responses.
Data Source Tracking
Create data source records with detailed chain-of-custody documentation.
Comprehensive Reporting + Dashboards
Retrieve information in usable formats for audits, counsel, or downstream workflows.

Modern, Practical Legal Hold

Modern, Intuitive Interface

Simple, clean interface designed for speed, clarity, and minimal training.

Workflows That Mirror Reality

Practical processes aligned to how corporate legal departments actually operate.

Custodian Compliance Tools

Targeted, concise emails and surveys drive faster and more accurate responses.

Actionable Intelligence, Not Just Data

Track, analyze, and act on custodian responses in real time.

Complete Custodian History

End-to-end tracking from first notice through final release, all in one place.

Flexibility Without Complexity

Customize workflows, templates, and automation without IT involvement.

Turn Legal Hold Insight into Discovery Strategy

Combine the Power of Legal Hold Evolve with Evidence Optix

Legal Hold Evolve lays the foundation with clearer, more complete custodian insight and defensible documentation. Evidence Optix builds on that groundwork by evaluating and expanding custodian information — through claim- and defense-based assessments, rankings, and interviews — to guide discovery scope and early case strategy and create a centralized system of record throughout the litigation lifecycle.

Datasheets

Legal Hold Evolve

Datasheet

Evidence Optix

Law Firm Benefits

Evidence Optix

Corporate Benefits

Contact us to see Legal Hold Evolve in action.

Learn how a modernized, practical legal hold process can drive higher custodian compliance, deliver actionable insight, and create a complete, defensible record — without adding complexity.