LegalHold
LegalHold
This guide is designed to help LegalHold users understand the modules and features in the application. The help articles are divided based on your respective role in your legal department (i.e., Paralegal, Attorney, Operations, System Administrator, etc.) and the articles in each guide are meant to assist you with setting up, using, and troubleshooting the LegalHold application. Depending on your company configuration, some of the images and instruction can appear differently than what is seen on this site.
LegalHold User Guide
Paralegal and Operations
This guide is intended for Paralegals, Hold Administrators, and Operations personnel and is designed to help users understand the features and processes in the application.
LegalHold System Administrator
This guide is intended for the power users tasked with broader configuration of the system
Custodians, Data Stewards, and Collectors
This guide is intended for custodians and IT teams responsible for collection of data
Release Notes
This guide houses all the release notes and relevant release information for Mitratech LegalHold.
Integration Guides
These integration guides provide instructions and tips-and-tricks for integrating LegalHold with TeamConnect and eCounsel.
LegalHold Product Webinars
Access all past webinars to explore all the latest released functionality curated directly from customer feedback
LegalHold API documentation
Welcome to LegalHold API documentation. You can find the documentation in the attached PDF file.
LegalHold App
This guides provides a comprehensive overview of all product features along with recommendations, best practices and troubleshooting advice.
LegalHold Open Source Reference Sheet
Review list of all open source software used to develop the application
Recommended Articles
Create a new Hold in LegalHold
This topic provides step-by-step instructions for creating a new hold notice from within the LegalHold system.
Manage All Active Holds
This page details the information that can be viewed and actions that can be completed from the Tile View and List View options in the Manage All Active Holds page.
Manage Released Holds
This page details what a released hold is and provides step-by-step instructions on how to release an active hold.
Custom Report Designer
Allow users to configure and schedule custom reports
New hold creation with M365 integration
Discover how LegalHold integration with M365 Purview can facilitate in-place preservation
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