Trello - OpenText Legal Hold Integration and Automation

Common Integration Use Cases Between Trello and OpenText Legal Hold

1. Legal hold request intake from Trello project boards to OpenText Legal Hold

When a legal or compliance team identifies a matter in Trello, such as an investigation, dispute, or regulatory review, a Trello card can trigger the creation of a legal hold matter in OpenText Legal Hold. The integration can pass key details such as matter name, business unit, affected date range, and responsible attorney. This helps legal teams move quickly from informal intake to a controlled preservation process without rekeying information.

Data flow: Trello to OpenText Legal Hold

2. Custodian tracking and assignment updates from OpenText Legal Hold to Trello

OpenText Legal Hold can send hold assignment updates to a Trello board used by legal operations or case management teams. Each card can represent a custodian, with labels or checklist items showing hold status, acknowledgment progress, and follow-up actions. This gives legal teams a simple visual view of who still needs notice, who has acknowledged, and where escalation is required.

Data flow: OpenText Legal Hold to Trello

3. Automated task coordination for hold notices and acknowledgments

Once a legal hold is issued in OpenText Legal Hold, Trello can be used to coordinate operational tasks such as drafting notices, reviewing custodian lists, coordinating with HR or IT, and scheduling reminder outreach. OpenText Legal Hold remains the system of record for the hold itself, while Trello manages the workstream needed to execute the hold efficiently across teams.

Data flow: Bi-directional

4. Preservation escalation workflow for overdue acknowledgments

If a custodian has not acknowledged a legal hold notice within a defined timeframe in OpenText Legal Hold, the system can create or update a Trello card for escalation. Legal operations can then assign follow-up tasks to managers, HR partners, or regional contacts directly in Trello. This reduces missed deadlines and improves defensibility by ensuring escalation steps are visible and tracked.

Data flow: OpenText Legal Hold to Trello

5. Matter closure and release coordination

When a legal matter is closed in OpenText Legal Hold, the integration can update the related Trello card to reflect that the hold has been released and any remaining operational tasks are complete. Trello can be used to track final steps such as notifying custodians, confirming preservation exceptions are removed, and archiving supporting documentation. This creates a clean handoff from active legal preservation to closure.

Data flow: OpenText Legal Hold to Trello

6. Cross-functional evidence collection task management

Legal teams often need support from IT, records management, and business owners to identify and preserve relevant content. OpenText Legal Hold can identify the custodians and scope of the hold, while Trello can manage the operational tasks required to collect supporting information, such as system inventories, shared drive locations, or application owners. This improves coordination without exposing the legal hold process to unnecessary complexity.

Data flow: OpenText Legal Hold to Trello

7. Compliance reporting and status visibility for legal operations

Trello can serve as a lightweight operational dashboard for legal hold administration, pulling status updates from OpenText Legal Hold such as active holds, pending acknowledgments, overdue responses, and release dates. Legal and compliance leaders gain a quick visual summary of workload and risk, while OpenText Legal Hold continues to manage the authoritative compliance record. This supports better prioritization and audit readiness.

Data flow: OpenText Legal Hold to Trello