Agility - OpenText Legal Hold Integration and Automation

Common Integration Use Cases Between Agility and OpenText Legal Hold

Agility and OpenText Legal Hold complement each other by connecting digital content operations with legal preservation controls. Agility manages and publishes web and marketing content across channels, while OpenText Legal Hold ensures content subject to litigation or investigation is preserved and not altered or deleted. Integrating the two helps marketing, legal, and compliance teams work from a shared control process, reducing legal risk without unnecessarily disrupting content operations.

1. Legal hold flagging for web content and digital assets

Direction: OpenText Legal Hold to Agility

When legal or compliance teams place a matter on hold, OpenText Legal Hold can send hold status updates to Agility for specific content items, pages, media assets, or content types tied to the matter. Agility can then lock those records from deletion or modification, or route them into a restricted workflow.

• Prevents accidental removal of content under litigation
• Helps marketing teams avoid publishing changes that could compromise evidence
• Creates a clear operational control between legal and content teams

2. Custodian and content inventory synchronization

Direction: Bi-directional

Agility can provide OpenText Legal Hold with an inventory of content owners, editors, approvers, and content contributors associated with specific pages, campaigns, or assets. OpenText Legal Hold can return custodian assignments and hold status so legal teams can identify which business users are responsible for preserving relevant content.

• Improves accuracy of custodian identification
• Speeds up legal hold notification and acknowledgment workflows
• Supports defensible preservation processes during investigations

3. Preservation of campaign landing pages during disputes

Direction: Agility to OpenText Legal Hold

Agility can notify OpenText Legal Hold when high-risk campaign pages, product announcements, or promotional landing pages are created, updated, or retired. If a campaign becomes relevant to a dispute, OpenText Legal Hold can preserve the page version, metadata, and associated assets for eDiscovery.

• Protects evidence for marketing, product, and customer communication disputes
• Preserves page history and associated media in a controlled manner
• Reduces manual collection effort for legal teams

4. Automated freeze on content deletion and archival actions

Direction: OpenText Legal Hold to Agility

When a hold is active, OpenText Legal Hold can trigger Agility to block deletion, archival, or replacement of affected content records. This is especially useful for content libraries, news articles, case studies, and regulated product information that may otherwise be retired through normal content lifecycle processes.

• Ensures retention policies do not override legal obligations
• Prevents content lifecycle automation from removing held content
• Reduces compliance exceptions and manual intervention

5. Evidence package creation for eDiscovery

Direction: Agility to OpenText Legal Hold

Agility can export content metadata, version history, author information, publication dates, and related asset references into OpenText Legal Hold as part of an evidence package. Legal teams can then use this information to support collection, review, and production requests.

• Accelerates legal review by providing structured content records
• Improves traceability of who changed what and when
• Supports defensible chain of custody for digital content

6. Hold-aware publishing workflow for regulated content

Direction: Bi-directional

Agility can check OpenText Legal Hold before publishing or updating content that falls under a known matter. If a hold exists, the workflow can require legal approval, restrict publishing, or create an exception request. OpenText Legal Hold can also receive notifications when a user attempts to change held content.

• Prevents unauthorized updates to sensitive content
• Introduces legal review into publishing workflows only when needed
• Reduces risk while preserving marketing agility for non-held content

7. Retention release and content restoration after matter closure

Direction: OpenText Legal Hold to Agility

When a legal matter is closed, OpenText Legal Hold can release the hold and notify Agility to restore normal lifecycle rules. Agility can then allow deletion, archival, or republishing based on standard retention and governance policies.

• Restores operational efficiency after legal risk ends
• Ensures content is not retained longer than necessary
• Supports clean handoff from legal preservation back to content governance

Overall, integrating Agility with OpenText Legal Hold helps organizations protect digital content from legal risk while maintaining efficient content operations. The strongest value comes from automating hold enforcement, preserving content evidence, and aligning marketing workflows with legal and compliance requirements.