LegalHold 4.4.0 Release Notes

Enhancements/Improvements

Enhancement: Manager Portal.
Description: Hold Admins can now automate email notifications to managers when their direct reports are on active legal holds, with configurable scheduling, consolidated delivery that ensures a single comprehensive notification per manager, and administrative control over email templates and task execution. 
Notifications are sent only on initial assignment or when meaningful changes occur—such as new custodians, new holds, or response status updates—reducing duplicate emails and improving clarity, with seamless portal access and automatic role assignment.
Tracking code: LH-19548, LH-18812, LH-20170

Enhancement: Manager Portal – Staff Compliance tab.
Description: Added a Manager Portal – Staff Compliance tab that allows managers to view all direct reports who are on active legal holds. The tab displays one row per active hold per employee and shows key details such as staff name, email, hold number, matter number, and response status by default, with additional fields available through customization. If no direct reports are on active holds, a clear empty‑state message is shown to indicate there are no compliance items to review.
Tracking code: LH-19636

Enhancement: In-Place Preservation Variable Refactor.
Description: Refactored in-place preservation date handling to use a single dynamic preservation variable that correctly resolves and returns the applicable preservation boundary based on the selected operator (Before, After, or Range). This ensures templates consistently display accurate preservation dates, eliminating missing values when Preservation End Date is used with “Before” holds.
Tracking code: LH-19839

Enhancement: Purview Integration.
Description: Enhanced the Microsoft Integration to support improved OneDrive handling for custodians by leveraging the new people‑record field populated via the HR feed. Updates include:

• Auto‑create OneDrive data sources using the stored web URL when adding custodians and data sources to a hold.
• Apply holds to OneDrive sites for inactive (soft‑deleted) Azure users by using this same URL to correctly locate the site, aligning with Purview behavior.
• Fallback logic to create the OneDrive source from the custodian’s email when the URL field is empty or unavailable.
• Improved the Sync All behavior to run asynchronously using controlled batching/thread pools, reducing wait times and preventing resource exhaustion while ensuring all custodians in ERROR status are fully synchronized

Tracking code: LH-19755, LH-19834, LH-20056

Enhancement: Questionnaire Response History Retention.
Description: Updated questionnaire handling to retain a complete history when custodian responses are reset. Previous responses, resets, and resubmissions are recorded with timestamps and displayed in the Questionnaire History tab in both the Custodian Portal and Hold Admin (Manage Holds) view.
Tracking code: LH-19620

Enhancement: Enhanced the Hold Review and Send screen to display Microsoft 365 Errors before issuance, giving administrators early visibility into custodian sync and data source initialization issues and helping prevent incomplete holds.
Tracking code: LH-19622

Enhancement: Optimized questionnaire notification logic.
Description: Updated notification behavior to ensure questionnaire responses reach the active notice sender,  with optional inclusion of Primary and Secondary Internal Contacts, ensuring all relevant legal analysts receive updates.
Tracking code: LH-19854

Enhancement: HR Feed Process Improvements.
Description: Enhanced the HR Feed process by adding optional boolean toggles to disable non‑respondent reminder emails, SSO, and manager escalation emails. These fields are processed as true/false values, generate audit records, are available through the API, and are positioned before the OneDrive URL field, and included in the updated People module data dictionary while maintaining backward compatibility with existing HR file versions.
Tracking code: LH-19894

Enhancement: Legal Hold now enforces parent-level locks across all sub‑components, ensuring Private Channels, Shared Channels, Sub-sites, and similar sources are automatically locked and preserved. This update closes a compliance gap and prevents administrators from bypassing system‑level preservation policies.
Tracking code: LH-18654

Enhancement: Introduced bulk functionality for adding SharePoint and other non‑custodial data sites, enabling Legal Hold and IT administrators to quickly upload and manage large site lists via CSV instead of manual entry.
Tracking code: LH-18139

Enhancement: Added a setting that allows non‑legal users from People Records to be included as Legal Staff on a hold when enabled, providing greater flexibility while preserving existing behavior by default.
Tracking code: LH-17200

Bug Fixes

Issue: Improved spacing and alignment across the profile dropdown components for a cleaner layout. Updated the dropdown and modal styling to match the visual patterns used across the rest of the application.
Tracking code: LH-17805

Issue: We have made accessibility fixes, including:

• Improved keyboard operability for date‑picker controls so all calendar navigation elements can be accessed without a mouse.
• Ensured focus automatically moves to the top‑of‑form error container after form submission.
• Added accessible names to unlabeled button elements (e.g., Up Arrow) within the Notice Text editor to ensure they are correctly announced by assistive technologies.

Tracking code: LH-18910, LH-18921, LH-18881

Issue: Fixed preservation failures caused by optimistic lock exceptions and gateway timeouts when processing custodians with many Teams channels, including those stuck in ERROR. Corrected placeholder display issues in the Recipients → Add Microsoft 365 Data Sources step and fixed incorrect date formats.
Tracking code: LH-19739

Issue: Fixed an issue where the GET /api/v1/matters list endpoint returned a null description value, while the same matter returned the correct description when retrieved via GET /api/v1/matters/{id}. Updated the list endpoint to return the description consistently across both APIs.
Tracking code: LH-19724

Issue: Fixed an issue where hold recipients could still modify questionnaires after a hold was released; comments were locked correctly, but the questionnaire remained editable under My Released Holds. Additional frontend and backend validations were added to fully enforce read‑only behavior for released holds.
Tracking code: LH-19835

Issue: Fixed the inconsistent ordering of Group 1 and Group 2 values in custom reporting, where grouped data appeared swapped or reversed depending on the user and export type. Updated the report generation logic so grouped values always display in a consistent, predictable order when “Present group in one line” is enabled.
Tracking code: LH-19723

Issue: Fixed an issue where Select All Data Sources selected disabled data sources, ensuring it now only applies to enabled toggles and does not affect already synchronized custodian data sources.
Tracking code: LH-20055

Issue: Updated permissions to allow Legal Hold Admin and Hold System Administrator roles to delete Legal Holds in an Unsent status, enabling easier cleanup of draft holds without requiring Super User intervention.
Tracking code: LH-18897

Issue: Fixed an issue where TAP-related information was logged even when the TAP integration was not enabled. TAP details are now logged only when the integration is active and the user is working within the TAP workflow.
Tracking code: LH-20038

Issue: Resolved an issue where exporting the People List in Legal Hold resulted in a "Gateway Timeout" error.
Tracking code: LH-19362

Issue: Purview Integration – Case-Insensitive Custodian Email Matching
Description: Resolved an issue where custodians could not be found via the Microsoft Graph API due to case mismatches between the HR Feed and Azure portal email addresses. The fix applies a case-insensitive comparison ensuring reliable custodian matching regardless of email casing, preventing failures in Purview case and hold policy creation during matter synchronization.
Tracking code: LH-20185

Issue: Resolved an issue where Legal Holds could not be applied for custodians with email domains that were only present in the Network ID field, causing holds to fail silently. The system now validates and accepts all configured domains from both the email field and the Network ID field, ensuring custodians are correctly synced and preserved regardless of which field the domain appears in.
Tracking code: LH-20141