Sightline Legal Hold

Sightline Legal Hold efficiently handles legal hold workflows with a purpose-built application emphasizing workflow flexibility, data synchronization, automation, and reporting accuracy.

  • Effectively manage legal holds with a leading platform trusted by legal & compliance teams
  • Sync employee data with popular HRIS systems and preserve-in-place with Microsoft Purview integration
  • Increase efficiency with powerful templating and automation across cases, notifications, surveys, and workflows
  • Drive transparency of your legal hold process with dashboards, detailed reporting, and automatic communications

Sightline for Legal Hold

Learn more about Sightline for Legal Hold or discuss your specific needs with our experts.

How Sightline Helps for Legal Hold

Meet your organizations specific legal hold needs with a robust, customizable platform

Meet your organizations specific legal hold needs with a robust, customizable platform

Be supported by experts in Legal Hold workflow design

Gets projects started quickly with an intuitive & easy to use platform

Ensure compliance with your legal hold workflow with detailed logging & reporting.

Takes the sting out of eDiscovery with automated workflows.

Be more efficient with powerful templates and automation

Builds the story faster leveraging analytics & AI to search, collect, cull and review relevant data.

Backed by Sightline Care, the gold standard for eDiscovery service and support.

Backed by Sightline Care, the gold standard for eDiscovery service and support.

About Sightline

Beyond award-winning software, Sightline Legal Hold by Consilio is modern enterprise legal hold by the global leader in legal solutions. With more than a decade of experience developing innovative legal technology software Sightline Legal Hold is trusted by corporations and law firms worldwide to increase quality and efficiency of legal hold workflows while reducing cost and risk. More than just software, Consilio fully supports you with our Sightline Care award-winning client experience and proven consultative expertise in designing and implementing best-in-class legal hold workflows.

Key Features for Sightline for Legal Hold

Visualize Your Entire Legal Hold Workflow

At a high-level, view your personal or organization’s workflow – from cases and acknowledgement rates to survey responses and preservation status.  

Manage Preservations and Communications Together or Independently

Flexibility to manage preservation and communication workflows independently allows for users to fit to an organization / case needs. 

Speed through Workflows with Templates

Setup multiple templates to create a baseline of data to speed through the administrative process and reduce errors.

   Preservations, Case & Communications Together

Manage your preservations directly in the context of your case and communications all in one location – rather than a separate application.

   Administer Employee Lists

Add / update employees to Sightline Legal Hold individually, through CSV upload, or through FTP pull from popular HRIS platforms.

   Drive Effective Communications

Administer highly-customizable communications to meet your workflow need – including escalations, scheduling, releases, and ancillary notices to non-custodians.

   Custom Recorded Data Fields

Employee / Case data can be further enhanced with custom data fields to capture additional data (such as Business Unit, Geography, etc.)

   Administration of Surveys

Optionally administer highly-customizable surveying with tracked responses to each custodian.

   Promote Transparency

Keep additional stakeholders in the know with summaries and copies of correspondence.  Track & audit your entire workflow with detailed logging and reporting.

Other Notable Features Available in Sightline for eDiscovery Workflows

  • Drag & Drop / High-Speed Upload & Processing
  • Speed Coding
  • Smart Search
  • Batch Printing & Export
  • Fully Customizable Review Environment
  • Audio & Video Review
  • Project Templates
  • Batch Redactions
  • Built in Analytics & Reporting
  • Always-On Continuous Active Learning
  • Reusable AI Models
  • Flexible Service Model
  • Interactive Data Visualizations
  • Extensive Productivity & Metadata Reports
  • Project & Assignment Controls
  • Categorization Module
  • Drag & Drop / High-Speed Upload & Processing
  • Speed Coding
  • Smart Search
  • Batch Printing & Export
  • Fully Customizable Review Environment
  • Audio & Video Review
  • Project Templates
  • Batch Redactions
  • Built in Analytics & Reporting
  • Always-On Continuous Active Learning
  • Reusable AI Models
  • Flexible Service Model
  • Interactive Data Visualizations
  • Extensive Productivity & Metadata Reports
  • Project & Assignment Controls
  • Categorization Module
Best-in-class service and support from the global leader in eDiscovery. When you choose Sightline by Consilio, you benefit from a strategic partner committed to your success with expertise solving for the toughest challenges. We do this by offering:
  • Proven Legal Hold Experts available for consultations on legal hold workflow design, playbook & best practice development, migrations, & implementations.
  • Dedicated Client Success Managers support you from onboarding and training through maximizing your Sightline investment.
  • Sightline-certified Project Managers working as experienced extensions of your own team – able to support you no matter the task.
  • Seamlessly integrated support services offer bandwidth available on demand at a reasonable cost.
  • Secure, private hosted infrastructure provides peace of mind that you and your client’s data are in good hands.
  • Self- or Full-service options provide you with support flexibility across regions, matter types, or individual projects.

Ready to learn more?

Request a demo of Sightline or discuss how to get started with a Consilio Sightline Solutions Expert.