OpenText Legal Hold - Highspot Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and Highspot

1. Preserve sales content tied to litigation or regulatory matters

Data flow: OpenText Legal Hold ? Highspot

When legal or compliance teams place a matter on hold, the integration can identify Highspot content linked to the affected business unit, campaign, product line, or custodian group and flag it for preservation. This helps prevent deletion or alteration of sales decks, battlecards, training materials, and buyer-facing assets that may be relevant to discovery.

Business value: Reduces legal risk, supports defensible preservation, and avoids manual searches across sales enablement repositories.

2. Notify sales enablement teams of content preservation requirements

Data flow: OpenText Legal Hold ? Highspot

When a legal hold is issued, Highspot administrators can receive automated notifications listing impacted content owners, content collections, and related training assets. This allows the sales enablement team to quickly suspend edits, reviews, or retirements for affected materials and coordinate with legal on retention requirements.

Business value: Improves cross-functional response time and ensures content governance actions align with legal obligations.

3. Map custodians to Highspot users and content contributors

Data flow: Bi-directional

OpenText Legal Hold can sync custodian records with Highspot user profiles, while Highspot can provide contributor and content owner metadata back to legal hold workflows. This creates a more accurate view of who created, reviewed, or distributed sales content and which users may need to be included in a hold notice.

Business value: Strengthens custodian identification, reduces missed stakeholders, and improves audit readiness.

4. Freeze content lifecycle actions for held assets

Data flow: OpenText Legal Hold ? Highspot

If a Highspot asset is associated with a legal matter, the integration can automatically block lifecycle actions such as deletion, archival, replacement, or version retirement until the hold is released. This is especially useful for high-volume content libraries where manual controls are difficult to enforce consistently.

Business value: Prevents accidental spoliation and enforces retention controls at scale.

5. Support eDiscovery by exporting relevant Highspot content and metadata

Data flow: Highspot ? OpenText Legal Hold

Highspot can provide content metadata, version history, ownership details, and usage information to support legal review and eDiscovery workflows managed through OpenText Legal Hold. Legal teams can use this data to quickly identify which sales assets were in circulation, who accessed them, and when they were updated.

Business value: Accelerates legal review, reduces manual evidence gathering, and improves defensibility of discovery responses.

6. Track training and certification materials under legal hold

Data flow: OpenText Legal Hold ? Highspot

When training materials in Highspot are subject to a legal hold, the integration can preserve the exact versions used for onboarding, product training, or compliance certification. This ensures the organization can later demonstrate what content was presented to sales teams during a specific period.

Business value: Provides evidentiary support for investigations, disputes, and regulatory inquiries involving sales practices or product claims.

7. Maintain an audit trail of content preservation actions

Data flow: Bi-directional

OpenText Legal Hold can send hold status changes and release events to Highspot, while Highspot can return logs of content access, edits, and administrative actions. Together, the systems create a complete audit trail showing when content was preserved, who was notified, and whether any changes occurred during the hold period.

Business value: Improves compliance reporting, supports legal defensibility, and simplifies internal audits.