OpenText Legal Hold - Phrase Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and Phrase

OpenText Legal Hold and Phrase serve very different business functions, but they can complement each other in regulated, global organizations where multilingual content must be preserved, reviewed, and localized without compromising legal obligations. Integrating them helps legal, compliance, localization, and content operations teams coordinate on content that may be subject to litigation, audit, or regulatory review.

1. Freeze localized content when a legal hold is issued

Direction: OpenText Legal Hold to Phrase

When a legal hold is placed on a matter involving customer-facing or internal multilingual content, OpenText Legal Hold can notify Phrase to suspend translation, review, and publishing workflows for the affected source assets and language variants. This prevents new localized versions from being created or modified while legal review is underway.

• Stops translation work on held content across all languages
• Reduces risk of altering evidence or regulated statements
• Ensures localization teams do not unknowingly process restricted material

2. Preserve translation history and multilingual content for eDiscovery

Direction: Phrase to OpenText Legal Hold

Phrase can send translation memories, version history, source strings, reviewer comments, and approval records to OpenText Legal Hold when content becomes relevant to litigation or investigation. This creates a defensible record of how multilingual content evolved over time.

• Captures translation decisions and approvals as evidence
• Supports legal review of wording differences across markets
• Improves traceability for compliance and discovery requests

3. Identify and retain all language variants tied to a custodial matter

Direction: Bi-directional

OpenText Legal Hold can provide Phrase with a list of custodians, matters, or content identifiers under hold, while Phrase returns the corresponding localized assets, translation jobs, and language-specific variants. This helps legal teams ensure that all versions of a document, campaign, or policy are preserved consistently across regions.

• Links one legal matter to multiple localized assets
• Prevents gaps where only the source language is retained
• Supports complete multilingual evidence collection

4. Route legal-reviewed content back into localization after hold release

Direction: OpenText Legal Hold to Phrase

Once a hold is released, OpenText Legal Hold can trigger Phrase to resume localization workflows for the affected content. This is useful when legal review results in approved wording changes that must be propagated quickly across all languages and channels.

• Restarts translation and review workflows automatically
• Reduces manual reactivation of paused projects
• Speeds up compliant re-publication of global content

5. Maintain audit-ready records of multilingual compliance content

Direction: Phrase to OpenText Legal Hold

For regulated content such as privacy notices, terms and conditions, product warnings, or HR policies, Phrase can archive finalized translations, approval logs, and release metadata into OpenText Legal Hold. This creates a centralized audit trail showing what was published, in which language, and when.

• Supports regulatory audits and internal investigations
• Provides evidence of approved multilingual messaging
• Helps demonstrate consistency across jurisdictions

6. Notify localization teams of content subject to litigation or investigation

Direction: OpenText Legal Hold to Phrase

OpenText Legal Hold can send alerts to Phrase when a specific document, campaign, or content set is under hold. Localization managers can then flag related translation jobs, prevent assignment to vendors, and ensure translators do not access restricted material without authorization.

• Improves governance over sensitive content
• Prevents accidental outsourcing of held material
• Aligns legal restrictions with localization operations

7. Support global policy and notice updates after legal review

Direction: Bi-directional

Legal teams can use OpenText Legal Hold to preserve the pre-change version of a policy or notice, while Phrase manages the post-review translation rollout once the wording is approved. This is especially valuable for privacy notices, employment policies, and customer communications that must be updated consistently across markets.

• Preserves the original version for legal defensibility
• Coordinates approved updates across all languages
• Reduces delay between legal sign-off and publication

These integrations help organizations balance legal preservation requirements with the operational need to localize content efficiently and consistently across global markets.