OpenText Legal Hold - ReviewStudio Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and ReviewStudio

1. Legal hold review package creation for privileged and responsive content

Data flow: OpenText Legal Hold - ReviewStudio

When a legal matter is opened in OpenText Legal Hold, the system can send custodian lists, matter details, date ranges, and preservation scope to ReviewStudio so legal teams can review collected documents in a controlled workspace. This supports early case assessment and privilege review by giving reviewers immediate access to matter-specific content without manual export and rework.

• Reduces time spent assembling review sets for outside counsel or internal reviewers
• Improves consistency between preservation scope and review scope
• Helps legal teams prioritize responsive and privileged content faster

2. Custodian-specific review assignment and workload tracking

Data flow: OpenText Legal Hold - ReviewStudio

OpenText Legal Hold can pass custodian information, department, and matter assignment details to ReviewStudio to automatically create reviewer queues aligned to each custodian group. This is useful when legal teams need to review documents by custodian, business unit, or matter team and want to avoid manual assignment errors.

• Speeds up reviewer setup for large litigation matters
• Supports more accurate document triage by custodian
• Improves accountability across legal operations and review teams

3. Review status updates for hold scope validation

Data flow: ReviewStudio - OpenText Legal Hold

As reviewers in ReviewStudio identify responsive, non-responsive, privileged, or potentially relevant documents, those review outcomes can be sent back to OpenText Legal Hold to validate whether the current hold scope is still appropriate. Legal teams can use this feedback to confirm which custodians and content sources remain in scope and which may require additional preservation actions.

• Helps legal teams refine hold scope based on actual review findings
• Supports defensible preservation decisions
• Reduces unnecessary retention of content outside the matter scope

4. Exception handling for missing or unreviewable held content

Data flow: OpenText Legal Hold - ReviewStudio

If OpenText Legal Hold identifies custodians or content sources that are under hold but unavailable for review, the integration can create exception records in ReviewStudio for legal operations follow-up. This is valuable when data is missing, corrupted, or inaccessible and the legal team needs a documented workflow to resolve gaps before production deadlines.

• Creates a clear audit trail for unavailable held content
• Improves coordination between legal, IT, and records teams
• Prevents review delays caused by unresolved content issues

5. Matter closure and release workflow after review completion

Data flow: ReviewStudio - OpenText Legal Hold

Once ReviewStudio review is complete and all relevant content has been classified, the final review disposition can be sent to OpenText Legal Hold to support matter closure decisions. Legal teams can use this information to release holds for custodians or content sources that are no longer required, while retaining holds where follow-up matters remain active.

• Shortens the time needed to close completed matters
• Reduces over-retention and unnecessary preservation costs
• Supports defensible hold release decisions with documented review results

6. Audit-ready chain of custody and review evidence package

Data flow: Bi-directional

OpenText Legal Hold can provide hold notices, custodian acknowledgements, and preservation timestamps to ReviewStudio, while ReviewStudio can return reviewer actions, tagging history, and final disposition data. Together, the platforms can produce a complete evidence package for litigation support, showing when content was preserved, who reviewed it, and how it was classified.

• Strengthens defensibility in litigation and regulatory inquiries
• Improves audit readiness for legal and compliance teams
• Provides a single operational record across preservation and review

7. Escalation workflow for non-compliant custodians or overdue acknowledgements

Data flow: OpenText Legal Hold - ReviewStudio

OpenText Legal Hold can send custodian compliance status to ReviewStudio so legal operations can identify individuals who have not acknowledged a hold notice or who require follow-up. ReviewStudio can then route those cases to reviewers or matter managers for escalation, helping teams prioritize outreach and reduce compliance risk.

• Improves follow-up on outstanding legal hold acknowledgements
• Helps legal teams focus on high-risk custodians first
• Supports timely compliance reporting to counsel and leadership

8. Cross-functional matter dashboard for legal, compliance, and review teams

Data flow: Bi-directional

By synchronizing matter metadata, custodian status, review progress, and hold activity between OpenText Legal Hold and ReviewStudio, organizations can build a shared dashboard for legal, compliance, and eDiscovery teams. This gives stakeholders a single view of preservation status, review completion, exceptions, and release readiness across active matters.

• Improves visibility across legal operations and review teams
• Reduces manual status reporting and spreadsheet tracking
• Supports faster decision-making during litigation and investigations