OpenText Legal Hold - OpenText Push Notifications for Cloud Messaging Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and OpenText Push Notifications for Cloud Messaging

1. Immediate custodian notification when a legal hold is issued

Data flow: OpenText Legal Hold ? OpenText Push Notifications for Cloud Messaging

When the legal team places a matter on hold, the system can trigger push notifications to custodians on mobile or web devices. This ensures employees are informed quickly, even if they are not actively checking email.

• Reduces delay in hold acknowledgment
• Improves compliance by reaching remote and frontline workers faster
• Supports time-sensitive litigation and investigation workflows

2. Reminder alerts for outstanding hold acknowledgments

Data flow: OpenText Legal Hold ? OpenText Push Notifications for Cloud Messaging

If custodians have not acknowledged a legal hold notice within a defined SLA, OpenText Legal Hold can send automated push reminders. This helps legal teams drive completion without manual follow-up.

• Improves acknowledgment rates
• Reduces administrative effort for legal operations teams
• Creates a consistent escalation process for non-responsive custodians

3. Escalation notifications for overdue preservation actions

Data flow: OpenText Legal Hold ? OpenText Push Notifications for Cloud Messaging

When a custodian has not completed required preservation steps, such as confirming receipt or updating contact details, the system can send escalation notifications to the custodian and their manager or compliance contact.

• Strengthens enforcement of preservation obligations
• Helps legal teams identify risk early
• Supports audit readiness with documented escalation activity

4. Real-time alerts for changes to hold scope or matter status

Data flow: OpenText Legal Hold ? OpenText Push Notifications for Cloud Messaging

When a matter is updated, such as adding new custodians, extending the hold, or releasing a hold, push notifications can inform affected users immediately. This keeps stakeholders aligned with the current legal status.

• Prevents confusion caused by outdated instructions
• Ensures custodians act on the latest hold requirements
• Improves coordination between legal, compliance, and business teams

5. Mobile alerts for legal hold release notifications

Data flow: OpenText Legal Hold ? OpenText Push Notifications for Cloud Messaging

When a hold is released, custodians can receive a push notification confirming that preservation restrictions have been lifted. This is especially useful for employees who rely on mobile devices or do not regularly access corporate email.

• Speeds return to normal retention and deletion policies
• Reduces unnecessary preservation overhead
• Provides a clear closure point for the matter

6. Notifications to legal operations teams for workflow exceptions

Data flow: OpenText Legal Hold ? OpenText Push Notifications for Cloud Messaging

If the legal hold process encounters exceptions, such as invalid custodian contact details, failed delivery, or incomplete acknowledgment records, push notifications can alert legal operations staff in real time.

• Enables faster issue resolution
• Reduces risk of missed holds due to delivery failures
• Improves operational visibility across active matters

7. Cross-functional alerts for high-risk or urgent matters

Data flow: OpenText Legal Hold ? OpenText Push Notifications for Cloud Messaging

For urgent litigation, regulatory inquiries, or internal investigations, OpenText Legal Hold can trigger priority push alerts to legal, compliance, records management, and selected business leaders. This supports rapid response and coordinated action.

• Improves response time for critical matters
• Aligns multiple teams on preservation requirements
• Supports enterprise governance and risk management