New Data-Driven Workflows Available with Everlaw Legal Holds
In the modern world of electronically stored information – where data volumes and sources keep expanding – legal professionals need modern technology to handle legal holds defensibly.
But too often, that work still lives in spreadsheets, email threads, and disconnected point solutions — making it harder to stay organized, move quickly, and ensure that nothing slips through the cracks.
Everlaw’s enhanced legal holds capabilities are key to fixing that, offering an advanced, unified alternative with:
Accurate real-time custodian data via Workday and Entrada ID,
Integrated questionnaires that surface risk and context early,
Preservation-in-place for Microsoft 365, with Google Vault and Slack integrations coming soon
Rich visibility through dashboards, exports, and APIs
With these features available in a single platform, Everlaw turns legal holds from manual administration into a centralized, data‑driven workflow.
And if a matter evolves into litigation, it’s easy to shift straight into review mode without having to switch between multiple tools, helping shape downstream discovery, outside counsel spend, and overall case strategy.
Turning Legal Holds Into Actionable Intelligence with Questionnaires
For many teams, the legal hold process has involved sending and tracking one-way emails. Once a notice is sent by email, teams can confirm that custodians acknowledged receipt, but it doesn’t systematically capture what they know about additional data sources, devices, or people that should be on hold.
The result is a fragmented picture of risk. Key information lives in scattered threads and side notes, making it harder to scope matters early, move quickly on investigations, or demonstrate a thorough, defensible process.
With Everlaw’s integrated questionnaires, legal holds become a structured way to gather the information needed from day one.
Questionnaires sit directly within the legal hold notice, allowing for targeted questions about:
Systems used,
Data locations,
Business context, and
Risk flags
Questionnaires automatically store responses alongside the legal hold record instead of across disconnected inboxes.
Administrators can easily edit questionnaires and resend updated versions as the scope evolves, and even record answers that come in outside the tool while still maintaining a complete audit trail.
This shifts the process from passive to proactive, enabling teams to collect actionable intelligence that supports better informed scoping and streamlined investigations by surfacing key systems, data sources, and higher-risk custodians earlier in the lifecycle of a matter.
And because questionnaires, acknowledgements, reminders, and manual updates all live in a single, auditable system, the result is one defensible record that better stands up to internal audits, regulator scrutiny, and challenges from opposing counsel.
Tap Custodian and Employment Data Directly from Workday
With the native Workday connector, teams can connect Everlaw with their HR system instead of updating spreadsheets manually or taking multiple steps in a legacy tool that does little to decrease the complexity of real-time tracking.
Custodian details like name, role, email, and employment status auto-sync from Workday into Everlaw’s directory. As people join, leave, or move roles, those changes flow straight into the custodian list without manual spreadsheet uploads or one-off HR pulls. An Everlaw integration is also available for Microsoft Purview.
The result is lower spoliation risk, less admin overhead for already stretched legal professionals, and a cleaner, more credible story for corporate stakeholders. Legal holds are plugged into the systems the business already trusts, and they scale as the organization evolves.
Preserving Data in Place with M365, Google Vault, and Slack
Relying on fragmented or manual approaches means that legal professionals are hopping between multiple disconnected tools and leaning heavily on IT in the effort to preserve important ESI.
Teams may lock some data in Microsoft 365 and duplicative data in Google Vault while relying on separate workflows for Slack. All this creates silos and a lot of manual coordination to preserve potential evidence.
Everlaw’s preservation-in-place capabilities bring these workflows under one roof. Today, legal professionals can already create, track, and release Microsoft 365 legal holds directly from Everlaw without opening Microsoft Purview. With support for Google Vault and Slack coming soon, teams will be able to initiate and monitor holds in both those systems from a single interface.
By making Everlaw the central hub for custodial and external preservations across M365, Google, Slack, and other platforms, legal teams can preserve data where it lives, reduce reliance on IT, and keep pace as collaboration shifts to the cloud.
Seeing the Full Picture with Centralized Reporting and Integrations
Legacy methods slow teams down at the quality control and reporting stage, too. Answering basic questions like “Who is on which hold?” and “What data is preserved for this matter?” or even “How are our holds performing over time?” means switching between spreadsheets, pulling ad hoc reports, and chasing information across tools.
That makes it harder to spot gaps or overexposed teams, respond quickly to auditors and regulators, or give leadership a clear view of preservation risk.
Everlaw’s latest reporting and integration updates are designed to give the team a quick and reliable view into which custodians are on which holds, how holds are performing, and how to bring that data into existing systems.
A new custodian-level summary view lets legal hold admins and power users see all holds tied to a person in one place, filter by status or matter, and quickly answer who is currently on hold and what’s preserved.
The benefits: instant insight into the most urgent questions, better risk management so nothing slips through the cracks, and an audit trail that supports internal investigations, regulator questions, and outside counsel inquiries — all in a single view.
Building Advanced Workflows with Legal Holds Data in the Everlaw API
Everlaw’s enhanced capabilities also provide better visibility and reporting. Legal holds information is now available through the Everlaw API, including hold status, custodians, and preservation details.
This lets larger organizations feed legal hold metrics into existing dashboards and compliance tools, and build more advanced automations without waiting on custom product work or having to do manual exports. Teams can create centralized, automated reporting and even trigger holds in external systems based on Everlaw hold status.
Expanded export fields across legal holds reports — including richer custodian, hold, questionnaire, and activity data — make outputs far more comprehensive for downstream reporting.
Together, these changes mean better risk management, audit-ready transparency, and less time spent wrangling data just to understand the legal hold posture.
Experience the Modern, Unified Alternative to Legacy Tools and Manual Workflows
Teams that are still managing legal holds with a patchwork of spreadsheets, one-off tools, and manual updates are accepting a higher level of risk than is necessary.
Everlaw’s latest enhancements help automate routine work, centralize preservation across systems, and enhance visibility into custodians and obligations, reducing the chances that an organization will have to deal with the fallout of missing or altered data.
For in-house teams that want to get out in front of risk and cost — not scramble to react to it — Everlaw delivers a simple, intuitive experience that brings all of this into one defensible, audit-ready system.
It’s the clear choice for legal departments ready to leave complex and fragmented workflows behind.
See Everlaw Legal Holds in action.
