OpenText Legal Hold - Frame.io Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and Frame.io

OpenText Legal Hold and Frame.io serve very different business functions, but they can complement each other in organizations that produce, review, and distribute video content while also needing strong legal and compliance controls. Integrating them helps legal, compliance, and creative teams work from the same governance process when content is subject to litigation, regulatory review, or internal investigation.

1. Place video projects on legal hold when litigation or investigation is triggered

When a legal matter involves a marketing campaign, product launch, training video, or executive communication stored in Frame.io, OpenText Legal Hold can automatically notify legal and compliance teams and place the relevant project, folders, or associated custodians under hold. This prevents deletion or alteration of review assets, comments, and version history that may be needed as evidence.

• Data flow: OpenText Legal Hold to Frame.io
• Business value: Reduces risk of spoliation and preserves defensible evidence across creative workflows
• Operational benefit: Ensures creative teams are informed quickly and do not accidentally remove protected content

2. Sync custodian lists with active Frame.io collaborators

OpenText Legal Hold can receive collaborator and user information from Frame.io to identify custodians involved in a matter, including editors, producers, reviewers, and approvers. This helps legal teams build more accurate hold notices and ensures all relevant participants are covered when content is under review or investigation.

• Data flow: Frame.io to OpenText Legal Hold
• Business value: Improves completeness of legal hold coverage
• Operational benefit: Reduces manual effort to identify who worked on a specific asset or project

3. Preserve version history and review comments for regulated or disputed content

For projects that may become subject to legal review, the integration can preserve Frame.io version history, annotations, approval notes, and timestamps under an OpenText Legal Hold case. This is especially useful for advertising claims, product demonstrations, public statements, or training materials where the review trail may be relevant in a dispute.

• Data flow: Bi-directional
• Business value: Maintains defensible audit trails for content decisions
• Operational benefit: Prevents loss of context around who approved what and when

4. Block deletion or archival actions in Frame.io for held assets

When OpenText Legal Hold flags a project or asset, Frame.io can be configured to restrict deletion, replacement, or archival actions on the affected files. This ensures that held media remains intact throughout the legal matter, even if the production team continues working on other unrelated assets.

• Data flow: OpenText Legal Hold to Frame.io
• Business value: Enforces retention obligations consistently
• Operational benefit: Reduces the chance of accidental removal of evidence by creative users

5. Notify legal teams when new versions are uploaded to a held project

If a project under legal hold receives a new version in Frame.io, the integration can alert OpenText Legal Hold administrators so they can review whether the new file is a permitted update, a duplicate, or a potentially relevant artifact. This is useful when teams continue to work on a project that has both active production needs and legal preservation requirements.

• Data flow: Frame.io to OpenText Legal Hold
• Business value: Improves oversight of held content changes
• Operational benefit: Gives legal teams visibility into ongoing activity without manually monitoring the platform

6. Support matter-based preservation for marketing, broadcast, and corporate communications

Organizations often need to preserve video assets tied to specific matters such as advertising disputes, employment investigations, product liability claims, or public relations incidents. The integration can map Frame.io projects to OpenText Legal Hold matters so that all related assets, collaborators, and review records are preserved together under one legal case.

• Data flow: Bi-directional
• Business value: Creates a structured preservation process for high-risk content
• Operational benefit: Makes it easier to manage multiple matters across different creative teams

7. Release holds and restore normal collaboration after matter closure

Once a legal matter is resolved, OpenText Legal Hold can trigger a release workflow that removes restrictions from the corresponding Frame.io assets and notifies production teams that normal collaboration and deletion policies can resume. This avoids unnecessary retention of content after the legal obligation ends and helps teams return to standard operating procedures faster.

• Data flow: OpenText Legal Hold to Frame.io
• Business value: Prevents over-retention and reduces storage and governance overhead
• Operational benefit: Streamlines hold release and reduces administrative follow-up

Together, OpenText Legal Hold and Frame.io create a stronger governance model for organizations that rely on video collaboration but must also meet legal preservation requirements. The integration helps legal teams preserve evidence while allowing creative teams to continue working with clear controls and fewer manual interventions.