OpenText Legal Hold - Preservica Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and Preservica

OpenText Legal Hold is designed to manage litigation holds, preserve relevant content, and track custodians and legal obligations. Preservica is an active digital preservation platform used to preserve, manage, and provide long-term access to records and digital content. Together, they can support stronger legal defensibility, better records governance, and more efficient cross-functional workflows across legal, compliance, records management, and IT teams.

1. Apply legal holds to records managed in Preservica

Data flow: OpenText Legal Hold to Preservica

When a litigation or regulatory matter is opened in OpenText Legal Hold, the system can send hold instructions to Preservica for specific records, folders, or content classes. Preservica then prevents deletion, alteration, or disposition of the affected digital records while the hold remains active.

Business value: Ensures preservation actions are enforced consistently across the records archive, reducing legal risk and preventing accidental disposal of evidence.

2. Synchronize custodian and matter information with archived content

Data flow: OpenText Legal Hold to Preservica

OpenText Legal Hold can pass custodian lists, matter identifiers, and hold reasons to Preservica so archived content can be tagged and retained according to the correct legal case. This is especially useful when archived records are associated with employees, departments, or business units under investigation.

Business value: Improves traceability and makes it easier for records teams to identify which archived content is subject to which legal obligation.

3. Confirm preservation status and hold enforcement back to legal teams

Data flow: Preservica to OpenText Legal Hold

Preservica can return status updates to OpenText Legal Hold showing which records were successfully placed on hold, which items were already immutable, and whether any exceptions occurred. Legal teams gain visibility into preservation completion without manually checking with records administrators.

Business value: Reduces follow-up effort, improves audit readiness, and gives legal teams confidence that preservation actions were executed.

4. Trigger archive review when a legal hold is released

Data flow: OpenText Legal Hold to Preservica

When a matter is closed and the hold is released in OpenText Legal Hold, Preservica can receive a disposition or review signal. Records managers can then apply the normal retention schedule, review for continued business value, or prepare content for lawful disposal.

Business value: Prevents records from being retained longer than necessary and helps the organization return to standard retention operations faster.

5. Preserve final versions of legal hold notices and audit evidence

Data flow: OpenText Legal Hold to Preservica

Final hold notices, custodian acknowledgements, release notices, and audit logs from OpenText Legal Hold can be transferred into Preservica as permanent compliance records. This creates a long-term archive of legal hold activity for future audits, investigations, or litigation support.

Business value: Creates a defensible compliance trail and centralizes evidence needed to demonstrate proper legal hold execution.

6. Support retention and disposition decisions after legal review

Data flow: Bi-directional

Preservica can provide records metadata, retention classifications, and content status to OpenText Legal Hold so legal teams understand what is being preserved. After legal review, OpenText Legal Hold can send release or continue-hold decisions back to Preservica, allowing records to move into the correct retention or disposition workflow.

Business value: Aligns legal preservation requirements with records management policies and reduces manual coordination between teams.

7. Enable defensible preservation of legacy archives during investigations

Data flow: OpenText Legal Hold to Preservica

When an investigation involves older archived content, OpenText Legal Hold can identify the relevant custodians or matter scope and instruct Preservica to preserve legacy records that may otherwise be approaching disposition. This is particularly valuable for long-retained email archives, scanned records, and historical case files.

Business value: Protects older but still relevant content from deletion and supports faster response to discovery requests involving historical records.

Overall, integrating OpenText Legal Hold with Preservica helps organizations connect legal preservation requirements with long-term digital records stewardship. The result is stronger compliance, lower operational overhead, and a more reliable end-to-end process for managing records under legal scrutiny.