Products
CaseFusion

One-Click Legal Holds for Complete Data Security

Fast, accurate, and across 300+ systems.

Deploy defensible legal holds instantly, no spreadsheets, no manual follow-up.

The New Standard: In-House Legal Hold & Preservation

Manual legal hold tracking and inconsistent custodian outreach put your organization at risk.

CaseFusion.Preserve™ delivers automation, transparency, and defensibility, so legal and compliance teams can act swiftly and smartly.

Built for in-house legal teams. Trusted by enterprises.

Key Benefits

Reduce outside counsel reliance for hold execution by up to 70%

Automate 90% of manual legal hold & custodian acknowledgment tasks

Initiate preservation actions across platforms in minutes

Ensure custodian compliance with full audit trails & dashboards

Why Choose CaseFusion.Preserve Over Competitors

While competitors offer fragmented solutions, CaseFusion.Preserve provides the industry’s only end-to-end legal hold platform, unifying custodian notifications, acknowledgments, tracking, and compliance in a single defensible workflow.

One-Click Deployment

Deploy holds across 300+ systems instantly, no complex workflows or multi-step processes like traditional tools require.

Unified Platform Coverage

Unlike competitors limited to specific platforms, preserve data across M365, Slack, Teams, Google Workspace, and legacy systems simultaneously.

Intelligent SLA Automation

Smart escalation rules and predictive analytics for hold compliance, technology unavailable in traditional manual tools.

End-to-End Audit Readiness

Maintain complete visibility and defensibility with automated audit trails that capture every action, from hold deployment to custodian acknowledgment.

Legal Hold Challenges: Now Solved In-House

Siloed Workflows

Email chains and spreadsheets slow processes and introduce errors that can’t scale for enterprise litigation.

CaseFusion.Preserve centralizes workflows in a single platform, eliminating manual handoffs and ensuring speed, accuracy, and scalability.

Tracking Gaps

Lack of real-time insight into hold acknowledgments, SLA breaches, or compliance status leaves teams in the dark.

CaseFusion.Preserve delivers live dashboards and alerts, giving teams complete visibility and control across all holds.

Manual Overhead

Custodian outreach is labor-intensive, error-prone, and unsustainable for hundreds of concurrent holds.

CaseFusion.Preserve automates outreach and acknowledgment tracking, removing human bottlenecks and scaling effortlessly.

Platform Sprawl

Disconnected tools with no unified interface create compliance gaps and inconsistent audit trails.

CaseFusion.Preserve unifies all hold management in one system, ensuring consistent compliance and a complete, defensible audit trail.

How CaseFusion.Preserve Works

Select Custodians

Pull enriched custodian profiles from CaseFusion.Identify or upload case-specific lists with automated data validation.

Choose Templates

Select from pre-configured legal hold or survey templates, fully customizable per matter type with intelligent field mapping.

One-Click Launch

Deploy holds simultaneously across all platforms with SLA-driven automation, intelligent routing, and personalized messaging.

Monitor & Escalate

Real-time compliance monitoring with predictive analytics, automated escalations for missed SLAs, and executive dashboards.

Report &
Archive

Generate compliance reports instantly, export audit trails for litigation, and archive for regulatory requirements.

Limited-Time Switch & Save Offer

Offer valid through August 1 - December 31, 2025

Ready to reduce costs, speed up response times, and gain full visibility without relying on outside vendors? Start your free trial today and get:

CaseFusion Identify & Preserve modules
Unlimited use, zero risk
Priority onboarding support
2025 promotional contract pricing

Cloud Onboarding & Offboarding

Information Governance

Foundational eDiscovery