SOC 2 Type II  ·  FRCP Rule 37(e)

Legal holds that work.
Custodians who respond.

Issue defensible legal holds in under 2 minutes. Track custodian acknowledgments automatically. Generate court-ready audit trails on demand.

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Trusted by legal teams at Fortune 500 companies  ·  No spreadsheets required

app.citelock.io/matters
Active Legal Holds
Q1 2025 · Litigation Portfolio
23 Active
Matter Custodians Ack Rate Status
Acme Corp v. Doe
Issued Jan 14, 2025
48
96%
Active
SEC Investigation 2024-Q3
Issued Feb 2, 2025
122
71%
Pending
HR Dispute — Martinez
Issued Feb 18, 2025
9
100%
Released
23 Active
8 Pending
4 Released
Audit trail Live
10M+
Documents preserved
<2 min
Hold deployment time
99.9%
Uptime SLA
100%
Audit trail coverage
Platform

Everything legal teams need

One platform to manage every phase of legal hold — from matter creation to final release.

Matter Management

Centralize every active matter in one workspace — assign counsel, track status, and link all associated holds without losing context.

Legal Hold Issuance

Issue FRCP-compliant legal holds to any number of custodians in under two minutes, with templated notices and one-click bulk sending.

Custodian Tracking

See exactly who has acknowledged, who is overdue, and trigger automated reminders — no manual follow-up spreadsheets required.

Document Preservation

Lock documents in-place across M365, Google Workspace, and network shares the moment a hold is issued — immutable, timestamped, defensible.

Search & Collection

Run targeted keyword, date-range, and custodian searches across preserved data and export responsive sets in production-ready formats.

Audit Logging

Every action — issuance, acknowledgment, reminder, release — is timestamped and exportable as a court-ready PDF audit report in one click.

How It Works

From issue to release
in minutes

Citelock eliminates the coordination overhead of manual legal holds. Every step is tracked, timestamped, and defensible by design.

Start a hold now
1
Create Matter
Open a new matter, assign counsel, set the relevant date range, and define the data sources in scope.
2
Issue Hold
Select custodians from your directory, choose a notice template, and send — Citelock delivers and tracks each notification.
3
Track Acknowledgments
Monitor real-time acknowledgment status. Automated reminders escalate to managers for non-responsive custodians.
4
Export Audit Trail
Generate a signed, timestamped PDF audit trail covering every action in the hold lifecycle — ready for counsel or the court.
Replace the chaos

Why legal teams switch

Email and spreadsheets were never built for legal hold compliance. Citelock was.

Capability
Legacy
Citelock
Hold deployment time
Days / weeks
Custodian tracking
Tamper-proof audit trail
Automated reminders
FRCP Rule 37(e) compliance
Manual
Multi-matter management
Separate files
Migration

Migrating from Exterro?
We've got you covered.

Our CLI tool imports your matters, holds, and custodians in minutes — zero data loss, zero downtime. Your team keeps working while the migration runs in the background.

Matters, holds, and custodian history
Acknowledgment records preserved
Runs offline — no API keys needed
Read the migration guide →
$ citelock migrate --source exterro --data export.zip
✓ Parsing Exterro export...
✓ Importing 47 matters...
✓ Importing 312 custodians...
✓ Importing 89 legal holds...
✓ Migration complete in 2m 34s
$

Ready to upgrade your
legal hold workflow?

Join legal teams that have eliminated spreadsheets, manual follow-ups, and FRCP exposure for good.

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