Alternatives to LegalHoldMan
Compare LegalHoldMan alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to LegalHoldMan in 2026. Compare features, ratings, user reviews, pricing, and more from LegalHoldMan competitors and alternatives in order to make an informed decision for your business.
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Digital WarRoom
DWR eDiscovery
DWR eDiscovery allows legal professionals to process, analyze, review, and produce documents that are relevant to litigation and other legal disclosure obligations. Our tools allow easy ingestion and analysis of client and opposing party documents using a comprehensive set of document review features including AI search, keyword search, keyword highlighting, metadata filtering, marking documents, privilege log management, redactions, and a range of analysis tools to help users best understand their document corpus. TRAINING IS ALWAYS INCLUDED. All of our features are DIY, meaning the user can perform standard eDiscovery tasks on their own without the need for a consultant to intervene. DWR Pro ($1995-5995) is a software solution that can be downloaded to your local server. Our cloud subscriptions are billed per-GB for hosting with no other hidden fees. The entry-level Single Matter subscription starts at $250/month with fees that range form $10/GB/month to $1/GB/month. -
2
Logikcull
Reveal
Today, data is no longer information. It's noise. That noise is making discovery an expensive, complex, and insecure nightmare — and it keeps growing at an alarming rate, while deadlines and budgets remain the same. Logikcull transforms the traditional approach to discovery, legal holds, and investigations by allowing thousands of in-house legal teams, Fortune 500 companies, U.S. Government entities, and Am Law 200 firms to cull the noise and find the signal. Join them to dramatically reduce legal spend- without increasing headcount. -
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Everlaw
Everlaw
Law firms, corporations, and state, local and federal government agencies rely on Everlaw to simplify complex legal work. Collaboration has never been easier. Review documents, build case outlines, jointly edit, and even analyze transcripts on one secure cloud platform. Don’t get consumed by data. From lightning-fast uploads and document review to rapid searches and artificial intelligence, Everlaw’s advanced technology is powerful, yet easy-to-use. We are invested in our clients’ success. That’s why special features, onboarding, and support are all included at no extra cost. Organizations and cases of all sizes benefit from Everlaw security. Our clients can rely on our security and compliance program that includes data privacy, rigorous testing, granular permissions, and secure sharing and communication. -
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DISCO
CS Disco
A powerful combination of the best AI-driven legal technology and professional services to support all your litigation needs. DISCO Ediscovery is an end-to-end ediscovery solution that provides next-generation SaaS review technology to give law firms, corporations, and government agencies total control over their data, workflows, and costs. By combining DISCO AI, our powerful platform, and deep expertise, the DISCO managed review team consistently delivers reviews that are on time and on budget. But don’t take our word for it — we’ll put it in your contract. DISCO Case Builder is changing the way case teams leverage depositions by automating everything that’s low-value, redundant, and siloed about deposition review and trial preparation today and making high-value work easy — giving attorneys more time to develop case strategy and win. -
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Mitratech LegalHold
Mitratech
Giving you end-to-end management of the legal hold process in a defensible, consistent, and reportable manner. Mitratech LegalHold is an intuitive SaaS solution that gives you complete control of every legal hold, so you mitigate litigation risk, cut costs, and improve outcomes. Every organization is obliged to preserve relevant information when it learns of impending litigation or investigation. But traditional approaches to legal holds are difficult, costly, and error-prone, leaving a company open to risk. Relevant data and documents can be scattered among any number of people and systems in multiple departments or locations. That makes hands-on, manual compliance incredibly difficult and costly. Without an automated legal hold solution, staffers struggle to identify custodians and obtain the attestations needed to ensure defensible compliance. LegalHold’s intuitive design simplifies the entire process, maximizing efficiency for both the legal department and custodians. -
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ZyLAB Legal Hold
ZyLAB
Customizable reports provide insight into which Holds a particular custodian is part of and who has acknowledged their holds (and who hasn't). Reports can be run on the fly and exported to a variety of formats. Custodians can respond to hold notices and related questionnaires from any device through the Custodian Portal. This interface allows custodians to dynamically view all of the holds they are part of without having to reach out to the legal team. Create, automate and manage your email message templates using information placeholders. Use Communication type selection and create custom questionnaires to better manage holds and custodians. Say goodbye to manual reminders thanks to custom reminder scheduling, questionnaires and tracking. Stop manually chasing custodians: make use of automatic audit reports to ensure your ediscovery process is compliant and holds up in court. -
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Legal holds are a critical part of the litigation process involving the preservation of forms and relevant information when litigation is reasonably anticipated; failure to preserve and protect these digital records can have dire consequences. Don’t let important records fall through the cracks. With legal hold software from Onit, teams can develop a secure, reliable, and highly automated process to preserve the information needed to prevent costly penalties. Legal hold tools track the end-to-end status of collection requests; know when actions were issued, which tasks are in progress, and which legal actions require immediate attention. Managers are provided reporting and dashboard views to track the delivery of hold notifications and custodian acknowledgments across the enterprise. Features a simple legal hold manager interface that requires little to no training and easy integration with HR, document management, asset management, matter management, and other back-end systems.
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Atlas eDiscovery Management
Breakwater
Atlas eDiscovery Process ManagementTM empowers attorneys, paralegals, and discovery professionals to efficiently manage a rigorous, highly defensible legal holds workflow. It enables corporate legal organizations to use outside counsel more efficiently by electronically pre-interviewing custodians and reducing the scope of the data required to be collected and reviewed. Atlas eDiscovery Process Management automates the communication of discovery requirements and facts between IT and legal staff, including action item assignments, notifications, alerts, work planning, and searches through holds and collections. Atlas eDiscovery Process Management helps produce a more reliable, defensible process record for improved, more cost-effective legal outcomes. Scopes and manages custodians and data sources more efficiently and with greater precision. Streamlines and automates hold publication to reduce manual tasks and associated errors significantly. -
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CaseFusion
Cloudficient
CaseFusion is a unified e-Discovery platform that streamlines the early stages of legal response by consolidating custodian identification, legal hold, and forensic collection into a single workflow, across more than 300 systems. It allows in-house legal, compliance, and eDiscovery teams to act quickly and defensibly without relying on external vendors, enabling immediate visibility and control over data. Key capabilities include automated custodian mapping that draws on HR, IT, directory, and audit-log data; one-click in-place holds across connected systems (such as Microsoft 365, Slack, Teams, and Google) with full version-aware collections; tamper-proof audit logs at every step; AI-powered custodian intelligence and predictive cost analysis; and real-time compliance dashboards. With CaseFusion, you get enterprise-scale performance, a modular workflow tailored for early case readiness, and defensible automation. -
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Fermata Legal Hold
Cicayda
Busy organizations need intuitive technology to drive efficiency. Automation ensures tracking and communication are auditable and defensible. Opens staff's time up for other endeavors. Ensures nothing is missed and deadlines are achieved. Makes for fast easy & seamless tracking and accountability. FRCP 37(e) obligates organizations to take reasonable steps to preserve ESI in the anticipation of or as a result of litigation. The Fermata Legal Hold interface is intuitive and user-friendly enabling easy tracking, searching, cross-referencing, and reporting. Avoid time-consuming integration and customization fees. Reduce your risk. Stop using spreadsheets. Start using a defensible hold solution today. Unlimited matters, notices, questionnaires, and custodians. Add new matters as needed. If you could free up a portion of that staff time, what is the organizational value of those hours? Manage your legal hold in the cloud. -
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OpenText Legal Hold
OpenText
OpenText™ Legal Hold is a simple, powerful cloud-based litigation hold notification software that helps law departments comply with legal hold obligations, be more efficient, and automate time-consuming and risky manual processes. Legal Hold automates interrelated litigation hold activities to drive greater efficiency among legal, HR, compliance and IT teams. Legal holds arise from the duty to preserve information for pending or reasonably anticipated litigation. Once litigation is contemplated, individuals and organizations have a legal obligation to prevent deletion and preserve potentially relevant data while the litigation hold is in place. Modern litigation hold software automates the interrelated legal hold, data preservation and collection activities. These solutions automate processes, speed access to relevant information and reduce reliance on IT teams. Generate, distribute and enforce legal hold notices with minimal effort. -
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Reveal Hold
Reveal
Initiate in-place legal hold of select data from modern data sources with our advanced tool designed for legal and IT professionals. Reveal Hold simplifies preserving data for investigations or litigation matters, enabling you to run searches, filter results, and manage legal holds efficiently. We support data integration from various collaboration platforms and enhance project security through robust management features. When the time is right, collect only the data you need for an investigation or litigation. -
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Zapproved ZDiscovery
Zapproved
Zapproved is the #1 legal hold and e-discovery software for corporate legal and compliance teams. The intuitive software platform is designed to minimize the cost of corporate e-discovery and litigation response by offering a range of tools, including Legal Hold Pro, an industry-leading litigation hold software, and Digital Discovery Pro, a robust document review software for corporate legal teams. Automate repetitive tasks required to send and monitor litigation holds to improve compliance and reduce time spent issuing and managing legal holds by 70%. Our direct integrations let you easily apply and remove legal holds in Microsoft Office 365 and Google Vault. Click to collect via our integration with O365, or issue an Action Request for other sources. Quick processing for many file types powered by Nuix, and easy-to-use review tools help you bring more ediscovery in-house and better focus outside spend by 50% or more -
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Concourse Legal Hold
Thomson Reuters
For the business and practice of law, rely on industry-leading products and services from Thomson Reuters. Our investigative tools, professional services, research platforms, and reference materials provide the trusted answers you need in today's rapidly evolving legal landscape. Discover time-saving Practical Law resources created and curated by expert attorney-editors. Innovative solutions from HighQ, now part of Thomson Reuters offers a competitive advantage by empowering your law firm to increase efficiency, improve client and partner collaboration and transform the way you work. We can help with your questions about Thomson Reuters Westlaw and other Thomson Reuters legal products. Access technical support, user guides, training, and more for Thomson Reuters legal products. Explore how Concourse Legal Hold can help you establish a legal hold process that is repeatable, automated, and most importantly, defensible. -
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GaLexy
Legal Suite
Galexy is a customized enterprise management software for corporate and in-house general counsel with solutions for Contract and Matter Management, E-Billing, E-Signature, Document Management, Board Management, and Intellectual Property Solutions. As leading global provider of Enterprise Legal Technology®, Legal Suite supports corporate legal departments, in-house counsel, and general counsel's legal performance by providing its expertise in the fields of Enterprise Legal Management (ELM), Contract Lifecycle Management (CLM) and Governance, Risk and Compliance (GRC). Legal Suite’s software for in-house counsel addresses the day-to-day needs of legal departments such as: Contracts, Matter Management, Corporate Entities, Litigation, Power of Attorney, Intellectual Property, Real Estate, E-Billing, Legal Hold, Collaborative Portal, etc. With offices in North America, Europe, and the Middle East, the Legal Suite group can call on more than 20 years of experience, over 1,500 projects. -
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BusyLamp
Onit
Stay in control of your spending and collaborate more effectively with outside counsel with our end-to-end legal spend management solution. Improve matter visibility, productivity, and reporting with our innovative, centralized hub for all your legal work. Reduce outside counsel spend and make better resourcing decisions. Gain visibility of external costs with automated dashboards and reporting. Free your team from admin so they can spend more time on legal work. Enhance matter visibility and control using enjoyable, familiar technology. Save time with a centralized matter space that can be accessed whenever and wherever. Improve team productivity and engagement by streamlining admin tasks. No IT involvement requirement. Seamless data migration and law firm onboarding. OpenAPI integrations, including IP, content management, claims, and legal hold systems. Intuitive online tutorials. ISO 27001 certified with ISO 27001 and ISO 9001 certified data centres. -
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Ascent ELM
doeLegal
Ascent ELM provides a secure repository for all legal documents, notes, and status updates related to your matters. Drag-and-drop capabilities make it simple to associate any information in your matter data library. Pre-built reports, custom queries, and full-text search tools make it easy to retrieve all information about any matter. Your teams exercise full control over matter spend by managing timekeepers, including outside legal vendors, through a single dashboard. Simplify the way you work with streamlined functionality that lets you easily navigate directly to any specific matter data and its tasks. Ascent ELM removes the costly overhead associated with billing and invoicing through a user-friendly interface and fully-configurable invoice management system. Manage the entire communication workflow between your team and all custodians of the legal hold. -
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Data Archive Manager™
Data443 Risk Mitigation, Inc.
Data Archive Manager™ is the best solution for enterprise information and email archiving. Secure solutions for compliance, E-discovery, and more. You won’t break a sweat getting it up and running in less than 1 day. The alleviation of archive-related stress will be immediate! It does not require any special training whatsoever. Delivering perfect archives for your organization is a breeze! You won’t waste time conducting basic or advanced searches. Even the most complicated searches can be done in speed mode. Conduct advanced searches of the archives with unlimited parameters. Our proprietary algorithms for indexing and searching lead us to be a leader in Search speed and quality – exactly what an Archiving solution depends on. Automated indexing of every piece of information in the Archives, advanced but easy to set retention rules & legal holds, and storage management in real-time – it is designed to completely organize and set your archives up for success. -
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Cloudficient
Cloudficient
Cloudficient offers an enterprise-grade cloud transformation platform designed to guide organizations through every stage of their lifecycle, from migration and onboarding to information governance and e-discovery, using a unified micro-services architecture called the ReMAD platform. It spans three key domains; Cloud Onboarding & Offboarding, which includes tools such as EVComplete, ES1Complete, PSTComplete and Onboarding 365 Complete for migrating legacy archives and PST files into Microsoft 365; Information Governance, exemplified by Expireon, a next-generation cloud archive built for rapid onboarding, targeted indexing, defensible retention/disposition and scalable access while avoiding vendor lock-in; and Foundational eDiscovery, delivered via CaseFusion and other modules that manage custodian mapping, legal hold, data preservation and collection across hundreds of systems. -
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Unique in the industry, X1 Distributed Discovery upends the traditional collection process by analyzing ESI on a custodian’s assigned computer on a moment’s notice, prior to collection, enabling true early case assessment (ECA) and focusing collections as precisely as desired. X1 dramatically increases speed to review via direct upload to Relativity or other review platforms. For the first time ever, legal and IT teams can now instantly find, preserve and collect data remotely, test search terms, across hundreds of custodians, including desktops, laptops, file servers, cloud repositories, and other enterprise data sources like Dropbox and OneDrive, all prior to collection. Only with X1’s patented technology can legal teams and eDiscovery examiners execute keywords on ESI in place and receive statistics for potential responsiveness in a nearly instantaneous, iterative process, all before collection.
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ZyLAB ONE
ZyLAB
Control your data, spend and timelines. Corporations see increased demands to answer regulatory requests, meet litigation deadlines or respond to calls for transparency. Many organizations are caught by surprise by their legal bills. Take control with ZyLAB ONE eDiscovery. ZyLAB ONE's transparent pricing model makes it easy for corporations of any size to take control of eDiscovery at a predictable price. Corporate legal teams can collaborate with outside counsel and drastically reduce the number of documents reviewed externally. ZyLAB ONE enables your legal professionals to work efficiently, providing a seamless end-to-end experience thought upload, processing, review and production. Utilizing Microsoft Azure data centers, ZyLAB ONE protects your data at all times with encryption both at rest and in transit while ensuring high availability. -
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Elevate your organization’s performance with adaptable legal management software. With OnitX Enterprise Legal Management (ELM), Onit helps corporate legal operations departments streamline their workflows and drive process improvement. Control the entirety of your operations footprint — from matter management to vendor management to e-billing and much more — through a configurable system of engagement that encourages collaboration and provides workflow clarity. Create legal management workflows to match your unique business requirements and change, alter, or adjust as necessary through our easy-to-use and configure system.
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eDCaseMAN
BRITE
BRITE provides a central way to track, trace, and monitor all running legal cases/matters in real time. Specifically designed to enhance the overview for lawyers. Our dashboards eliminate unnecessary phone calls and email conversations. eDCaseMAN provides real-time chain-of-custody reporting within or across custodians or matters safely from behind the firewall. Customers can track everything that happens with the data after it is transferred beyond the firewall to third party providers and law firms, then tagged and turned over or withheld from productions, and repurpose prior tagged and tracked data in subsequent matters, ensuring consistent document judgment calls and significantly reducing the cost of re-reviewing prior-tagged files. -
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BlockMint
BlockMint
Grow your traditional, roth, or simple iras with the power of cryptocurrency. To store and safegaurd this asset, cryptocurrency owners utilize cold storage “wallets” to store their “coins.” Similar to traditional asset class portfolios, Cryptocurrency IRA investors need a custodian to house their digital retirement assets. BlockMint offers considerable peace of mind here. We do the due-diligence for you and ensure that your cryptocurrency portfolio is placed with a well-established custodian who can secure your holdings in two separate offline cold storage vaults that are guarded 24/7. These security measures make sure your investments aren’t exposed to hacking, theft, and electronic errors. As a BlockMint client, you’ll work with a dedicated and hard-working Account Executive knowledgeable about cryptocurrencies.Starting Price: 15% Fee -
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eDiscovery Manager
Breakwater
eDiscovery Manager enables authorized IT and legal staff to search, cull, hold and export case-relevant content reducing management costs for electronically stored information (ESI). This comprehensive solution gives you the high performance and rich functionality you need to support complex cases throughout your enterprise. Use an intuitive web-based interface to quickly access and gain early insight into case-related content. Improve proactive formulation of discovery strategies. Create new cases and work on existing cases. Save searches to share with other authorized users and schedule searches for increased productivity. Help your legal staff manage complex cases while preserving the chain of custody for documents in individual case repositories. Streamlines and standardizes the electronic discovery process. eDiscovery Manager helps you respond to discovery requests cost-effectively and with agility. -
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Onchain Custodian
Onchain Custodian
An integral custody and open finance service for institutional clients and accredited investors to manage digital assets in a secure, insured and compliant way. Headquartered in Singapore, Onchain Custodian® (ONC) offers a global, standardised, resilient, insured and compliant custody service for the safekeeping of institutional digital asset investments with incomparable user experience. ONC's solution is built with flexibility to meet the possible futures of crypto custody. Best practices around digital asset custody are essential to the future of this industry. Onchain Custodian® is committed to work with customers and partners to build the global standard for digital asset custody. Our SAFE™ digital asset custody platform has been developed with the highest level of security. We offer comprehensive reporting services to facilitate efficient and transparent management of your digital asset holdings. -
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Retrievables
Retrievables
Retrievables is a marketplace that connects businesses and lenders holding delinquent accounts to collections law firms. Retrievables helps companies of all descriptions to sustain operations and increase profitability while concurrently increasing the legal collections industry.Starting Price: Free -
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Google Vault
Google
Data retention and eDiscovery for G Suite. Keep track of what matters. Retain, search, and export your organization’s data from select apps with Vault for G Suite Business and Enterprise editions. Protect your data and stay covered. Get a handle on things. Set retention rules and holds on data from certain G Suite apps for an entire domain or specific organizational units. Find what you’re looking for now, export it whenever. Retrieve valuable information, even from suspended accounts. It’s a smart way to gather what your legal team needs and prevent data loss from employee turnover. Give your legal team what they need to stay prepared. Vault allows you to preserve your users’ data from specific G Suite apps with holds. All content retrieved through search can be exported to standard formats for additional review, including results for any licensed account. Track user activity within Vault. Robust audit trails let you see searches, content views, exports, and more.Starting Price: $6 per user per month -
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SecureReview
SecureReview
SecureReview provides a high-performance, project-specific virtual PC service to ensure that all informational artifacts — cached documents, search terms, custodian’s names — of the document review process are never downloaded to local computers in the agency, effectively isolating sensitive discovery information and significantly decreasing security risk. SecureReview partners with contract attorney staffing agencies, law firms, corporate legal departments, and e-discovery data service providers to enable consistent, highly secure document review infrastructure. SecureReview limits reviewer access to client websites and services. Dedicated email ensures secure collaboration between law firm and contractor review team. SecureReview supports IP Authentication, Multi-Factor Authentication and SSO with Enterprise accounts. Detailed activity logs enable SecureReview administrators to access reviewer performance metrics. -
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OpenText Core Business Communication Archive securely archives and manages historical electronic communications to help businesses stay compliant with evolving regulations. It enables easy searching and management of archived messages across multiple platforms, including email, social media, and collaboration tools like Microsoft Teams and Slack. The platform supports indefinite message retention or customizable policies based on organizational needs. Advanced features like proactive message scanning, tagging, and litigation hold simplify compliance and eDiscovery processes. Users can securely share data sets internally or externally without manual exporting, enhancing efficiency. With unlimited cloud-based storage and robust security, the solution reduces risks related to regulatory violations and unplanned litigation.
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Libraesva Email Archiver
Libraesva
Libraesva Email Archiver is a secure email retention and e-discovery solution designed to capture, preserve, and provide instant access to an organization’s complete email history in real time. It stores every message in digitally signed, tamper-proof archives, ensuring emails remain unaltered and legally defensible while maintaining high availability and performance. Through advanced full-text search capabilities, users can quickly locate emails, attachments, headers, and metadata across millions of records in seconds, enabling rapid recovery of lost or deleted communications. Custom retention policies, legal hold features, and comprehensive audit trails help organizations stay compliant with regulations such as GDPR, HIPAA, CCPA, and SOX while reducing legal and operational risk. It integrates seamlessly with Microsoft 365, Exchange, Google Workspace, and other mail environments, and provides access through Outlook, web, or mobile interfaces.Starting Price: Free -
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Liquid Lit Manager
Liquid Litigation Management
We start working the second you have a legal issue and are with you through the very end. Access the entire platform with a single login, saving you time and money. From budgets and legal holds to review and strategy, we’ve got you covered with the most robust legal software platform in the industry. Inside and outside counsel communicate and collaborate with ease across a matter. A legal department gains keen oversight into all matters and budgets. Software adjusts for the right fit, whether for a boutique litigation firm or a Fortune 500 company. Using one product for all of your legal needs eliminates the cost of having multiple tools and the risk of data loss between tools, saving you money. Save time and money and cut legal costs across the board. Your executive team will thank you. Gain transparency and predictability into case detail and strategy across one or all of your matters. -
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Apperio
Apperio
The legal spend analytics and matter management platform that helps in-house legal teams stay in control of their spend and build trust with external counsel. Apperio exists to make the global legal industry clear, connected and collaborative. Automated legal spend management and analytics. Apperio is changing the way law works. We are transforming how legal departments are run by bringing clarity, control, and confidence to in-house legal teams. Apperio enables in-house lawyers to effortlessly track and analyse legal spend across all their law firms, in real-time, in one place. By making work-in-progress visible and giving General Counsels comprehensible, real-time insight, we’re helping them hold their legal panels to account. At the same time, we’re helping pioneering law firms to demonstrate value and develop transparent new business models. Apperio’s technology gives you back control over your budget, helping you to run your legal department like a business. -
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Paxos Crypto Brokerage
Paxos
Paxos enables enterprises to integrate cryptocurrency buying, selling, holding and sending capabilities into their own applications. We manage the underlying regulatory and technological complexity of cryptocurrency markets with a turnkey, easy to integrate API-based solution. We provide access to the $350+ billion crypto market. Build a new, consistent revenue stream, deepening existing client relationships and driving new ones. We operate with 99.99+% uptime, and as a regulated financial institution and qualified custodian, we ensure your customers’ crypto assets are secure. We provide an API-first, one-stop-shop platform that offers all of the capabilities needed to launch and scale crypto offerings for end users. -
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StoredIQ
Breakwater
StoredIQ for information governance, for legal, for policy management, and StoredIQ InstaScan. StoredIQ provides a holistic solution for addressing data management challenges relating to compliance, e-discovery, records management, storage optimization, and data migration. Robust electronic discovery (eDiscovery) process management from hold notification to identification, preservation, and collection. Intelligent file analysis tool that leverages automation and statistical sampling models to identify risk hot spots in unstructured cloud data. Helps eliminate information management risks by offering centralized retention controls to support your business and legal requirements. By providing an in-depth assessment of unstructured data across the enterprise and where it resides, Breakwater can help your organization implement business-ready data and drive your organization’s digital transformation. -
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Back Office Betties
Back Office Betties
Grow your law firm with a team of Virtual Legal Receptionists that become a true extension of your business. Our behind-the-scenes superstars are experts at WOW-ing your callers, completing client intakes, screening for solicitors, and saving attorneys time. Direct all of your calls to the phone number that we provide and allow our Virtual Legal Receptionist team to start working their magic. We will never place your calls on hold to grab another call. Your account changes will be live within 24-hours. Speak with our Growth Solutions Strategist and discover how Back Office Betties can help your law firm achieve your goals.Starting Price: $309 per month -
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Casepoint
Casepoint
Casepoint is the trusted data discovery platform for large corporations and government agencies. Leveraging the power of AI and advanced analytics, its end-to-end platform empowers teams to seamlessly collect, preserve, and discover vast amounts of data from diverse sources, enabling secure data-responsive workflows at enterprise scale. From legal hold and data preservation to cloud collections and eDiscovery, Casepoint streamlines everything from litigation, investigations, and compliance to Congressional Inquiries or Freedom of Information Act (FOIA) requests. With unmatched military-grade security, enterprises can manage their data confidently, enhance efficiency, mitigate risk, and meet reporting and compliance obligations with ease. -
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Custodian Solutions
Custodian Solutions
Custodian Solutions works with you and your organization to effectively and efficiently manage all facets of the investigations and incident management process, allowing you to focus on getting the job done. Investigation Manager: A powerful management digital solution specifically developed for investigators, giving you an instant overview and total control of complex investigations. Evidence Manager: Ground-breaking management software that operates to criminal investigation standards, ensuring evidence can be properly gathered, recorded and tracked, creating a secure and reliable chain of custody. Legal Case Manager: Cloud-based platform allowing legal and operational teams to share information, ensuring transparency, better collaboration, improved decision-making and reduced costs. -
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Tholos
Tholos
Tholos is a multi-party computation-based digital asset custody and treasury management platform that lets teams securely hold, operate, and transact with their cryptocurrency and tokens across Bitcoin, Ethereum, Solana, and 30+ other chains from a single unified dashboard without trusting centralized custodians or sharing seed phrases. It splits key shares among team members so no single person or device holds the entire key, eliminating single points of failure while enabling secure multi-signature workflows and approving transactions through mobile biometric confirmation, so team governance remains strong and decentralized. It includes a policy engine for spending limits and conditional approvals, WalletConnect integration for safe DeFi and dApp interactions, and tools for same-day fiat on/off ramps, in-dashboard swaps, OTC desk access, and developer APIs for programmatic vault management and automated workflows.Starting Price: $300 per month -
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Liminal
Liminal Custody
Liminal Custody is the only digital asset custodian with CCSS Level-3 certification. They maintain SOC2 Type 1 & Type 2, ISO 27001 & ISO 27701 certifications, and employ FIPS 140-2 validated HSMs for robust key management. Liminal currently holds a TCSP License in Hong Kong and has secured In-Principle Approval for an FSP License in ADGM, demonstrating their unwavering commitment to industry standards and regulatory compliance. Clients can expect top-tier encryption coupled with MPC (multi-party computation) & Multi-sig technology, comprehensive transaction monitoring for travel rule compliance, extensive token support, and dedicated support for seamless custody operations -
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DigiSign
Digio
DigiSign enables paperless, remote and legally valid digital signing. Send signature requests to multiple parties in a specified signing order. The IT Act (2000) recognizes e-signatures and holds them as legally valid as wet ink signatures. Simple to use Digital signing using SAAS based Plug-n-Play APIs or on-premise solutions. Digitally sign trading & demat account opening forms, lending agreements, invoices and much more. e-Signing saves businesses time, operational expenditure, and paper. An identity-linked digital signature solution eliminates the possibility of forgery. -
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Relativity
Relativity
One platform for all your legal & compliance needs. Start & finish e-discovery in one secure, cloud platform. When you juggle data between multiple systems, things can get messy fast. RelativityOne streamlines your e-discovery process, from collect through production. Move from collect to production all in RelativityOne – cutting costs and reducing risk along the way. Rely on comprehensive AI capabilities to gain insights quickly. Enjoy unparalleled security, scale, performance, and innovation from the market-leading solution. Collect is your tool for fast, secure, and defensible collections from some of the most widely used enterprise platforms, including Microsoft Outlook, OneDrive, and Slack. Get native files ready for review faster than ever with a processing engine that scales to meets the needs of project. -
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Pagefreezer
Pagefreezer Software
Pagefreezer’s software solutions help organizations with the monitoring, capturing, and archiving of online data. By doing this, our tools help address the following critical business challenges. Use your archived online data as official evidence towards a regulatory audit or legal case. Exports from our website archiving service offer all associated metadata, digital signatures, and timestamps that validate the authenticity and integrity of your records, proving that it hasn’t been tampered with. Archive social media and never miss an edited post or deleted comment. Our social media and enterprise collaboration archiving solutions actively monitor and collect your data in real-time to help you keep track of the conversation and capture all activity on your platforms. Get alerted whenever inappropriate content is posted and capture it in defensible quality before it’s deleted. -
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Revoke
Revoke
We take your – and your customer’s – security very seriously, and go to great lengths to ensure privacy principles are maintained at all times. Communications are secured using advanced military grade encryption, ensuring that data remains inaccessible and unreadable by anybody except the intended recipient. As decryption of personal data can only occur through the secure key held on your customer’s mobile phone, the only person who will see any personal data you return, will be that customer. White-label data protection app for your customers. Data breach notifications for staff and customers Easy setup – no requirement for IT integration. Boost your reputation as a secure and ethical custodian of your customer data. Foster a positive reputation for ethical data management and transparency with your customers. Stop holding priceless customer data in insecure plain text. -
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PandaConnect
PandaConnect
PandaConnect is a full‑scale investment administration platform and service designed to deliver a complete, correct, and timely portfolio overview across all asset classes and all custodians, currencies, banks, family members, managers, and legal entities. Built from Scandinavian institutional origins and independently operated since 1997, PandaConnect consolidates and aggregates data via its front‑to‑back online platform (PandaCockpit web & app), enabling automatic daily reconciliation with over 65 custodians, transaction registration by team or system, performance (MWR, TWR, IRR), risk figures, compliance monitoring (VaR, stress‑tests, Solvency II), bookkeeping, NAV calculation, cost transparency, and bespoke reporting. PandaCockpit provides interactive investment reporting showing return, risk against benchmarks, transactions, static data, market values, statistical indicators, and supports data exports.Starting Price: Free -
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Circit
Circit
Circit is a centralized audit evidence collection and confirmations platform that helps audit and accounting firms, along with their clients and evidence providers, streamline, automate, and secure key parts of the audit process. It automates the creation and processing of audit confirmation requests, including bank, legal, and fund confirmations, directly from source systems, saving significant time and reducing manual work while improving data accuracy and audit quality. It connects auditors to banks, law firms, fund administrators, custodians, and other third-party providers globally, offering real-time access to verified transaction-level data, a complete audit trail, and collaboration tools that let teams and clients communicate and resolve queries in context without relying on email. -
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Flanks
Flanks
End-to-end solutions to empower your business over banking enriched data. Contact us to discover our products. We have a wide range of modular solutions that come from the user’s date to the solutions that solve your problems. Technological layer that allows to our clients to access to raw information about their user’s banking information. We focus on a wide range of products offering much more than payment accounts. Automated feeds to custodians, fund administrators and proprietary data warehouses and allows for data management through the application. We track the most granular transactions and holdings level detail across any asset class, including alternatives, in any currency across the most complex of ownership structures. Flanks runs comprehensive performance and risk metrics on your portfolio with ease. This includes support for target allocation management and extensive benchmark analysis, including custom and blended options. -
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Sofistic.AI
Sofistic.AI
Sofistic.AI is an AI-native smart wealth management platform that centralizes and analyzes financial data to give wealth advisors, family offices, and financial institutions a unified, visual view of their clients’ total wealth across accounts, custodians, planning tools, and off-book assets, replacing spreadsheets and fragmented systems with dynamic dashboards, interactive insights, and real-time intelligence. It consolidates both sides of the balance sheet into a 360° wealth dashboard that displays liquid holdings, private assets, businesses, insurance, real estate, liabilities, and cash flows, while smart forecasting tools project future trajectories using real-time data and scenario simulations to support informed decisions. Sofistic.AI augments human expertise with AI-driven insights via Sofi, surfacing key risks, opportunities, and recommendations proactively, and SofiChat, a natural-language conversational assistant that lets users query their data in plain language. -
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EOS.Web
EOS International
EOS.Web Cataloging provides simplified yet powerful functionality to manage a library’s bibliographic, authority, and item records. The EOS.Web Serials module enables you to control receipt of journals, series, and supplements, no matter what their publishing schedule is or location. The EOS.Web Circulation module is a customizable, automated circulation system with provisions for checkout, check-in, renewals, holds, accounting of fines and fees and interlibrary loans. All acquisition information within the EOS.Web system is located in one convenient place, simplifying library management and increasing staff productivity. EOS.Web OPAC is a revolutionary solution that allows corporate, legal, medical, government, academic, digital, and special libraries to customize the capability as well as the look and feel of their OPAC. -
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GrowPath
GrowPath
GrowPath is a cloud-based law practice management application. It combines client intake, case and document management, and business analytics into a single platform. GrowPath helps law firms process matters in an efficient and scalable manner to increase opportunities and maximize firm revenue. GrowPath is a SaaS offering initially released in 2017. The Law Offices of James Scott Farrin, one of the largest plaintiffs' firms in the Southeast and a live testing ground for product evolution and inspiration, conceptualized and developed GrowPath. Through the Farrin firm, GrowPath has been built, upgraded, and leveraged for logistical and monetary success. GrowPath holds 18 patents related to its legal technology, including an automated lead scoring tool that helps identify high-value intakes. Another popular patent is the Buzzwords feature. Buzzwords aid staff during the client intake process by providing real-time prompts for potential derivative cases.Starting Price: $87/user/month
