The Next Generation
of Legal Hold Notification
Stay Compliant. Minimize Risk.
Make Legal Workflows Effortless.
Still managing legal hold notifications with manual emails & spreadsheets?
Struggling with legal hold notifications due to changes in Purview?
Frustrated with your current legal hold notification solution?
Struggling with Legal Hold Notifications?
Do any of these circumstances sound familiar?
Manual Emails & Spreadsheets?
Managing holds manually leads to errors, lost confirmations, and no central record of compliance. In today’s enterprise environment, that’s not just inefficient – it’s indefensible.
CaseFusion Legal Hold automates the process so nothing falls through the cracks!
Purview Changes & Limitations?
Microsoft Purview covers the basics, but it wasn’t designed for the complexity of the common enterprise. Limited automation, lack of custodian engagement, and deprecating features create gaps that expose your organization to risk.
CaseFusion Legal Hold normalizes the notification process ensuring full coverage and consistency!
Current Solution
Falling Short?
Legacy tools often lack innovation, scalability, and user-friendly workflows. If your current solution creates more administrative burden than it removes, it’s time for a change.
CaseFusion Legal Hold empowers your legal team with modern automation, clear reporting, and seamless integration into enterprise systems!
Introducing CaseFusion Legal Hold
An enterprise-grade platform at an unbelievable price point that makes legal hold notifications seamless & defensible. Get the automation, flexibility, and templates you need to manage legal holds with confidence.
CaseFusion Legal Hold provides everything your team needs to establish defensible automated systems while maintaining the flexibility to adapt to your unique requirements.
Issue, Track & Enforce Holds in One Place
Centralize your legal hold notification workflow, from issuance to reminders, esclation release, in a single, intuitive platform.
Compliance with Audit-ready Workflows
Built-in defensibility with complete audit trails, timestamps, and court-tested processes that withstand scrutiny.
Reduce Risk with Automated Notifications
Eliminate manual errors with intelligent automation that ensures every custodian receives timely notifications and reminders.






More About CaseFusion Legal Hold
Case Creation & Role Assignments
Streamlined case setup with automated role assignments and permissions management for your legal team.
Custodian Management
Import natural persons via spreadsheet, sync with Active Directory, and manage custodian groups for frequent litigation participants.
Templates & SLAs
Pre-built templates for holds and surveys with configurable SLAs to ensure consistent, timely legal hold processes.
Automated Reminders
Smart reminder system with automated nudges and escalations to ensure custodian compliance and reduce manual follow-up.
Notification Templates
Professional notification templates with MSG import capability for seamless communication with custodians.
Advanced Search
Powerful search functionality for natural persons with dedicated tabs for custodians, legal holds, and surveys management.

Ready to Hit the Easy Button on Legal Hold Notification?
Unlimited holds for $1 per active employee per year (Note: $3,000 min.)
Optional $995 Get Started Services Package (Includes setup, training, & data import)
Fill out the form to learn more & get started with CaseFusion Legal Hold today!