Best Legal Hold Software in 2026: Notices and Preservation Compared

Best for: Organizations whose relevant data lives mainly in Exchange, OneDrive, SharePoint and Teams and that already license Microsoft 365.

• eDiscovery (Standard) holds are included on Microsoft 365 E3 and higher, so many organizations already own basic preservation.
• Query-based holds can narrow preservation using conditions or KeyQL, with non-matching content cleared every 7 to 14 days.
• Custodian notice workflows need the Premium tier, and data outside Microsoft 365 such as Slack or Google Workspace is not covered.

Our take: Microsoft Purview eDiscovery is the first place to look if your relevant data sits in Microsoft 365. eDiscovery (Standard), included with Microsoft 365 E3 and higher, lets you create a case and place holds on mailboxes, OneDrive accounts, SharePoint sites and Teams content. eDiscovery (Premium), included in E5 or the E5 eDiscovery and Audit add-on, adds custodian management and a legal hold notification workflow. The documentation lists operational limits to plan around: holds can take up to 24 hours to apply, group membership is captured when the policy is created, so new members are not held automatically, and released locations stay under a 30-day delay hold. Every preserved user needs an eligible licence, and frontline F1 and F3 plans do not qualify. Test a hold on a pilot group and verify content is preserved. If you have Slack, Google Workspace or HR-driven custodian changes, compare with the dedicated tools below.

Best for: Small and midsize legal teams that want legal holds, collection and document review in one self-serve platform.

• A hold can be converted into a discovery matter, which shortens the path from preservation to review.
• Silent holds place a custodian on hold without sending a notice, which suits sensitive internal investigations.
• Unlimited legal holds are explicitly listed only on the Corporate Suite, which requires a sales conversation.

Our take: Logikcull, now part of Reveal, is a self-serve discovery platform that adds legal holds to collection and review. Its legal hold page describes template or custom notices, reminder schedules, alerts when custodians do not accept, manager escalations and delivery by email, Slack or both. Silent holds let you preserve without notice for investigations. Preservation connects to Google Vault, Microsoft 365, Slack and Box, and a hold can become a discovery matter without re-collecting data. Pricing is structured as Pay As You Go per GB stored with a 10 GB minimum, an annual Subscription, and a Corporate Suite that includes unlimited legal holds and collection from 31 or more sources, with promotional pricing stated until 31 December 2026. The pricing page does not print per-GB rates, so request them. Ask whether legal hold is included in the Pay As You Go plan and how custodian lists are maintained without an HR integration.

Best for: Corporate legal teams that want custodian lists synced from HR and directory systems, with hold pricing included in a per-GB rate.

• HR integrations help identify custodians and react to changes, reducing missed custodians on long-running holds.
• Hold notices can alert IT to preserve or image devices through Oomnitza and Teqtivity integrations.
• The product page does not describe questionnaires or manager escalations, which some teams need for defensibility.

Our take: DISCO Hold is a cloud legal hold module within DISCO's eDiscovery platform. Its distinguishing feature is integrations: custodian data can come from Active Directory, Google Directory, Workday and SAP SuccessFactors, and hold notices can trigger device preservation through IT asset tools Oomnitza and Teqtivity. Preservation in place covers Microsoft 365, Google Workspace and Slack, and data can later be collected selectively for review in DISCO. The pricing page states that Hold is billed per GB, with unlimited requests, users and custodians included, but it does not publish the rate. DISCO claims up to 85 percent time savings over manual holds, which is a vendor figure to test with your own workflow. During evaluation, ask to see custodian changes flow from your HR system into an active hold, how reminders and escalations are configured, and how the per-GB charge is calculated for preserved but uncollected data. Compare with Everlaw if you need questionnaires and scheduled escalations.

Best for: Litigation and investigations teams that review in Everlaw and want holds, questionnaires and escalations in the same platform.

• Scheduled manager escalations and questionnaires cover the full notice lifecycle that defensibility reviews often check.
• An automated audit trail records holds across the organization, supporting later challenges to preservation steps.
• Pricing is not published, and Slack preservation is not described on the Legal Holds page.

Our take: Everlaw is a cloud eDiscovery and litigation platform, and its Legal Holds product brings preservation into the same environment. The feature set is complete for the notice lifecycle: custom templates, automated re-notifications, scheduled manager escalations, built-in questionnaires to learn where custodians keep data, and silent holds for sensitive matters. Custodians can be managed automatically through connectors to Microsoft Entra ID and Workday, and data can be preserved at the source in Microsoft 365 or Google Workspace without filing an IT ticket. An automated audit trail records each step. Everlaw does not publish pricing; its pricing page links to separate Legal Holds pricing, so request a quote. The main fit question is whether you review in Everlaw: if you do, moving held data into review is straightforward. In evaluation, ask about Slack and other sources you use, how departing employees are handled, and how questionnaire answers are reported. Compare with DISCO Hold if your custodian data comes from SAP SuccessFactors.

Best for: Legal departments and firms that use Relativity for eDiscovery and want hold management and preservation tied to that ecosystem.

• Centralized preservation in Relativity's Azure environment is positioned as reducing exposure risk compared with leaving data scattered.
• Integrates Microsoft 365, Google Vault and Slack, covering the three most common collaboration sources.
• Public information on notices, questionnaires and escalations is thin, and pricing is quote-based.

Our take: Relativity is widely used for eDiscovery review, and Relativity Legal Hold extends that platform to preservation. The product page highlights two approaches: preserving in place in Microsoft 365, Google Vault and Slack, or preserving centrally in Legal Hold's Azure environment, which Relativity says reduces exposure risk. A setup wizard helps select custodians and data sources, and real-time updates and error alerts are meant to catch failed preservation steps early. The page gives less detail than competitors on notices, reminders, questionnaires and escalations, so treat the demo as a requirements test: bring a sample hold notice, a reminder schedule and an escalation path, and ask Relativity to configure them live. Pricing is quote-based. Relativity's 2026 acquisition of Gavel signals continued investment in its platform, but that does not change Legal Hold features today. If your outside counsel and service providers already use RelativityOne, the integrated path to review may outweigh the thinner public documentation.

Best for: Large and multinational organizations that need employment-change monitoring, retention policy suspension and EU privacy controls.

• Employment status change notices reduce the risk of losing data when custodians leave or move roles.
• Multinational support includes EU compliance and optional data privacy controls.
• There is no public pricing, and the public product pages give few details on reminders and questionnaires.

Our take: Exterro sells legal hold as part of a broader legal governance, risk and compliance suite that also covers eDiscovery, privacy and forensics. Its legal hold product focuses on enterprise controls: consolidated and timed notice distribution, tracking of custodian actions and compliance, Fusion Employee Monitor for automatic notices when employment status changes, and Fusion In-Place Preservation, which suspends retention policies across structured and unstructured data. Multinational support includes EU compliance and privacy controls, which matters when holds involve employees in several countries. Exterro also acquired Zapproved, whose ZDiscovery platform covers holds, preservation and collection, and Zapproved's site now routes demos to Exterro, so ask which hold product fits your size. Pricing is quote-based. In evaluation, test a departing-employee scenario, confirm which HR system connectors are supported, and ask how retention suspension is applied to systems such as your ERP. For a small team, Logikcull or Microsoft Purview will be quicker to adopt.