OpenText Legal Hold - Overcast HQ Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and Overcast HQ

OpenText Legal Hold and Overcast HQ serve very different but complementary enterprise needs. OpenText Legal Hold governs preservation and defensible retention of information for legal and compliance purposes, while Overcast HQ manages high-volume video and media workflows, including ingest, tagging, transcoding, and distribution. Integrating the two platforms helps legal, compliance, and media operations teams preserve relevant video assets quickly and consistently when litigation, investigations, or regulatory matters arise.

1. Automatic legal hold placement for video assets tied to investigations

Data flow: OpenText Legal Hold to Overcast HQ

When a legal matter is opened in OpenText Legal Hold, the system can trigger a hold notice for specific video assets in Overcast HQ based on custodian, project, channel, or metadata criteria. This prevents deletion, replacement, or automated lifecycle expiration of relevant media files.

• Preserves raw footage, edited masters, and associated metadata
• Reduces risk of accidental deletion during active litigation
• Ensures media teams receive clear preservation instructions tied to the matter

2. Custodian-based preservation of creator and approver media content

Data flow: Bi-directional

OpenText Legal Hold can send custodian lists to Overcast HQ so the platform can identify all media assets created, edited, approved, or distributed by those individuals. Overcast HQ can then return a list of matching assets and usage history for legal review and hold scoping.

• Supports targeted holds instead of broad, disruptive preservation
• Helps legal teams identify all relevant content owned by a specific employee or contractor
• Improves defensibility by documenting how hold scope was determined

3. Preservation of live event recordings and live ingest content

Data flow: Overcast HQ to OpenText Legal Hold

Overcast HQ can flag live ingest recordings, event captures, and streamed content that may become relevant to a legal matter. Those assets can be automatically registered in OpenText Legal Hold when they match a case, event, or business unit under review.

• Protects time-sensitive recordings before they are transcoded, repurposed, or archived
• Useful for internal investigations, public statements, product launches, and regulated communications
• Creates a clear chain of custody for live media evidence

4. Hold enforcement across transcoded derivatives and distribution copies

Data flow: OpenText Legal Hold to Overcast HQ

When a source video is placed on hold, Overcast HQ can automatically preserve all derivative outputs, including transcoded versions, caption files, thumbnails, and distribution copies. This ensures that evidence is not lost in downstream media processing.

• Prevents deletion of alternate formats that may contain relevant edits or metadata
• Maintains consistency across master files and published versions
• Reduces manual work for media operations teams managing multiple file variants

5. Legal review of media metadata and audit trails

Data flow: Overcast HQ to OpenText Legal Hold

Overcast HQ can provide asset metadata, tagging history, user activity, and access logs to OpenText Legal Hold as supporting evidence for a matter. Legal teams can use this information to understand who handled a file, when it was modified, and how it was distributed.

• Supports investigations into unauthorized edits, leaks, or policy violations
• Improves evidence completeness by including operational context
• Helps legal teams validate authenticity and timeline of media assets

6. Matter-based preservation of campaign and brand content

Data flow: Bi-directional

For brand disputes, advertising claims, or regulatory inquiries, OpenText Legal Hold can define a matter and send preservation criteria to Overcast HQ for specific campaigns, channels, or content collections. Overcast HQ can then return all related media assets, versions, and publication records for preservation.

• Useful for marketing, communications, and legal collaboration
• Preserves campaign videos, social clips, and approved masters in one workflow
• Speeds response to subpoenas, complaints, and regulator requests

7. Defensible release of holds after matter closure

Data flow: OpenText Legal Hold to Overcast HQ

When a legal matter is closed in OpenText Legal Hold, the release notice can be sent to Overcast HQ to restore normal retention and lifecycle policies for the affected media assets. This allows media teams to resume deletion, archiving, or repurposing according to standard governance rules.

• Reduces unnecessary storage costs from over-retention
• Ensures holds are lifted consistently across all related media formats
• Supports auditable, policy-driven release of preserved content

Together, OpenText Legal Hold and Overcast HQ create a stronger governance model for video and media assets. Legal and compliance teams gain defensible preservation controls, while media teams retain efficient workflows for ingest, transformation, and distribution without compromising litigation readiness.