# Best Legal Hold Software for Medium-Sized Businesses ## How Many Legal Hold Software Products Does G2 Track? **Total Products under this Category:** 16 ### Category Stats (Aug 2026) - **Average Rating:** 4.54/5 The average rating of products in this category, based on all submitted ratings _Last updated: August 01, 2026_ ## How Does G2 Rank Legal Hold Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 1,700+ Authentic Reviews - 16+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Legal Hold Software ![G2 Grid® for Legal Hold Software plotting products by satisfaction and market presence](https://www.g2.com/categories/legal-hold/grids.png?focus%5B%5D=7602&focus%5B%5D=7588&focus%5B%5D=7589&focus%5B%5D=19814) Highlighted products: Relativity, Everlaw, Exterro Data Risk Management Platform, and Pagefreezer. Underlying data: [Grid® JSON](https://www.g2.com/categories/legal-hold/grids.json?focus%5B%5D=relativity&focus%5B%5D=everlaw&focus%5B%5D=exterro-data-risk-management-platform&focus%5B%5D=pagefreezer&segment=mid-market) **Sponsored** ### Xoralia - SharePoint policy management software Xoralia is policy management software built natively for Microsoft 365, SharePoint and Microsoft Teams. It centralises your policies, procedures, SOPs and controlled documents, automates review and approval workflows, tracks employee attestation, and gives auditors instant evidence — all while your documents stay securely inside your own Microsoft 365 tenant. Most organisations don't struggle to write policies. They struggle to control them. Version confusion, missed reviews, and endless email chasing turn compliance into a high-risk, time-consuming burden. And as employees increasingly ask AI assistants policy questions, ungoverned documents become an AI risk, not just a compliance one. Xoralia automates the entire controlled document lifecycle, because compliance should be automated, not administered. Why teams choose Xoralia: 1) Native SharePoint architecture — documents never leave your Microsoft 365 tenant. No third-party storage, no duplication, no migration. 2) AI-ready by design — a governed, always-current policy library gives Microsoft 365 Copilot and AI agents a trusted, authoritative source to draw from, so employees get answers grounded in approved documents rather than out-of-date copies scattered across your tenant. 3) Policy attestation wihtout the chasing — electronic sign-off, comprehension quizzes, and automated email and Teams reminders. Customers report attestation rates as high as 99%. 4) Central policy library — a single, searchable source of truth with version control, metadata tagging, audience targeting via Entra ID groups, and multilingual support. 5) No-code approval workflows — visual workflow builder with drafting in Word, sequential or parallel approvals, and a complete audit trail. 6) Audit-ready reporting — compliance dashboards, line manager views, exportable reports, and timestamped records for every document. 7) Deep Microsoft 365 integration — dedicated Teams app, ~20 SharePoint web parts, Viva Connections cards, Entra ID SSO, Outlook notifications. 8) Automated onboarding and offboarding — new joiners are assigned the right policies automatically; leavers are handled without admin effort. 9) Highly rated for usability - all types of users praise Xoralia for its intuitive interface. 9) Extensible and customisable - documented API and webhooks allow integration with your other enterprise systems. Xoralia is trusted by mid-market and enterprise organisations in financial services, healthcare, manufacturing, energy, education, engineering, government and non-profit — anywhere policies, procedures, SOPs and controlled documents must be evidenced, not just written. It also supports quality teams running a QMS with document control and training records. Zero training required for end users. Installation takes minutes; smaller organisations are live within days. Learn more: https://xoralia.com/policy-management-software/ Book a demo: https://xoralia.com/book-a-demo/ Free trial (full access, no credit card): https://xoralia.com/xoralia-free-trial/ [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1981&secure%5Bchosen_at%5D=2026-08-07T04%3A29%3A04Z&secure%5Bdisplayable_resource_id%5D=1445&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1172398&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1172398&secure%5Bresource_id%5D=1981&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Flegal-hold%2Fmid-market&secure%5Btoken%5D=2c8630176a0033b7f8f80182e44deed51e16f191b0987583578eec411a1c4f8d&secure%5Burl%5D=https%3A%2F%2Fxoralia.com%2Fpolicy-management-software%2F&secure%5Burl_type%5D=custom_url) ### [Relativity](https://www.g2.com/products/relativity/reviews) Relativity is a leading legal data intelligence company that builds technology to help users organize data, discover the truth, and act on it. Its extensible, AI-powered cloud platform, RelativityOne, transforms complex data into actionable insights at massive scale for litigation, investigations, regulatory inquiries, data breach responses, and other legal use cases. The world’s largest law firms and corporations, government agencies, and a robust network of channel partners rely on Relativity’s legal AI software to securely surface and manage the most relevant and impactful information in their matters. The company also expands access to technology by providing its platform at no cost to academic institutions through its Relativity Academic program and to organizations supporting pro bono legal work through its Justice for Change initiative. **Average Rating:** 4.5/5.0 **Total Reviews:** 642 #### How Do G2 Users Rate Relativity? - **Ease of Use:** 8.3/10 (Category avg: 8.4/10) - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **Quality of Support:** 8.3/10 (Category avg: 9.0/10) - **Ease of Admin:** 7.9/10 (Category avg: 8.3/10) #### Who Is the Company Behind Relativity? - **Seller:** [Relativity](https://www.g2.com/sellers/relativity) - **Company Website:** www.relativity.com - **Year Founded:** 2001 - **HQ Location:** Chicago, IL - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b53bfd596abc91e3d8dd5e5a8735d92cdf9fa7f1bf3177cf79fd9b4733e45ded&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F25027079%2F&secure%5Burl_type%5D=linkedin_company_website) 1,907 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Manager - **Top Industries:** Legal Services, Law Practice - **Company Size:** 41% Medium, 34% Large #### What Do G2 Reviewers Say About Relativity? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of Relativity, praising its user-friendly interface and helpful features for all levels. - Users value the **innovative advancements** of Relativity, especially its integration of generative AI and evolving tools. - Users appreciate the **flexibility and feature-rich capabilities** of Relativity, enhancing efficiency in data review and management. - Users commend the **speed and flexibility** of Relativity, enhancing the document review lifecycle with useful AI tools. - Users appreciate the **intuitive user interface** of Relativity, which enhances workflow and facilitates effective team communication. ##### Cons - Users experience significant **performance issues** with Relativity, particularly with slow data processing and limited transcript application functionality. - Users find the **difficult learning curve** frustrating due to complex deployment and inadequate training resources. - Users find the product **expensive** , with concerns about high costs and limited pricing transparency. - Users experience **slow performance** with Relativity, particularly due to latency issues and job processing delays. - Users find Relativity **not user-friendly** , citing issues like bugs, poor multitasking, and lack of clear guidance. #### What Are Recent G2 Reviews of Relativity? **["Relativity AiR for Review"](https://www.g2.com/survey_responses/relativity-review-8108805)** **Rating:** 5.0/5.0 stars _— Shivangi S._ [Read full review](https://www.g2.com/survey_responses/relativity-review-8108805) **["Versatile, User-Friendly Tool with Strong Security Features"](https://www.g2.com/survey_responses/relativity-review-4759728)** **Rating:** 4.5/5.0 stars _— Siddarthan K._ [Read full review](https://www.g2.com/survey_responses/relativity-review-4759728) ### [Everlaw](https://www.g2.com/products/everlaw/reviews) Everlaw transforms how legal teams navigate the boundaries of legal discovery. The platform is built for the high-stakes demands of modern litigation, empowering law firms, corporations, and government agencies to transform mountains of data into actionable breakthroughs. **Average Rating:** 4.7/5.0 **Total Reviews:** 721 #### How Do G2 Users Rate Everlaw? - **Ease of Use:** 8.8/10 (Category avg: 8.4/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Quality of Support:** 9.5/10 (Category avg: 9.0/10) - **Ease of Admin:** 8.9/10 (Category avg: 8.3/10) #### Who Is the Company Behind Everlaw? - **Seller:** [Everlaw](https://www.g2.com/sellers/everlaw) - **Company Website:** www.everlaw.com - **Year Founded:** 2010 - **HQ Location:** Oakland, California - **Twitter:** @everlaw 3,977 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1ca521e3ebc68fd50b0ba8717f2fd12376ab3c33dac07b759da0df8cb474948d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2139901%2F&secure%5Burl_type%5D=linkedin_company_website) 534 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Paralegal, Attorney - **Top Industries:** Law Practice, Legal Services - **Company Size:** 46% Small, 41% Medium #### What Do G2 Reviewers Say About Everlaw? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of Everlaw, highlighting its user-friendly interface and helpful training options. - Users value the **responsive customer support** of Everlaw, appreciating the innovation and ease of use in projects. - Users appreciate the **intuitive and user-friendly interface** of Everlaw, enhancing their document production and review experience. - Users value the **user-friendly interface** of Everlaw, appreciating its intuitive design and accessible support. - Users appreciate Everlaw for its **innovative features and efficiency** , simplifying processes and enhancing productivity. ##### Cons - Users find **difficult learning** to be a barrier, struggling with navigation and feature usage despite helpful staff support. - Users find the **inefficient search functionality** frustrating, as locating specific topics can be challenging and time-consuming. - Users note a **challenging learning curve** with Everlaw, requiring time and training to effectively navigate its features. - Users report **performance issues** with Everlaw, including unreliable search functionality and limitations in document handling. - Users often face **search functionality issues** , experiencing inconsistency in finding documents which impacts usability. #### What Are Recent G2 Reviews of Everlaw? **["User-Friendly UI, Fast Processing, and Brilliant AI in Everlaw - Sam Maguire"](https://www.g2.com/survey_responses/everlaw-review-12942302)** **Rating:** 4.5/5.0 stars _— Sam M._ [Read full review](https://www.g2.com/survey_responses/everlaw-review-12942302) **["Outstanding document review and discovery tool."](https://www.g2.com/survey_responses/everlaw-review-5413924)** **Rating:** 4.5/5.0 stars _— Verified User in Law Practice_ [Read full review](https://www.g2.com/survey_responses/everlaw-review-5413924) #### What Are G2 Users Discussing About Everlaw? - [What is Everlaw used for?](https://www.g2.com/discussions/what-is-everlaw-used-for) - 1 comment - [What does Everlaw do?](https://www.g2.com/discussions/what-does-everlaw-do) - 3 comments - [When was Everlaw founded?](https://www.g2.com/discussions/when-was-everlaw-founded) - 2 comments - [What is eDiscovery software?](https://www.g2.com/discussions/what-is-ediscovery-software) - [How much does Everlaw cost?](https://www.g2.com/discussions/how-much-does-everlaw-cost) - 1 comment ### [Exterro Data Risk Management Platform](https://www.g2.com/products/exterro-data-risk-management-platform/reviews) The Exterro Data Risk Management Platform transforms fragmented legal, investigatory, and compliance workflows with a unified platform purpose-built to safeguard the digital world. With centralized orchestration, over 185 native data connectors, and an intuitive interface, Exterro delivers the speed, efficiency, and visibility modern organizations demand to find, analyze and protect their data. Powered by Exterro Intelligence, an array of artificial intelligence capabilities including generative AI, active learning, and domain-specific agents, the Exterro data risk management platform is trusted by more than 3,000 organizations—including 40% of the Fortune 100—granting them unrivaled control over their data environment. The Exterro Data Risk Management platform covers data privacy, security, and governance, digital forensics and incident response, and eDiscovery workflows. With Exterro, legal, compliance, privacy, IT, information security, and investigatory professionals can achieve unrivaled control over the data their organizations hold: Find sensitive data wherever it resides–in the cloud, on computer endpoints, on network servers and share drives, or even on remote mobile devices. Analyze relevant data to understand the truth behind legal or investigatory matters, respond to data requests, and make informed strategic decisions. Protect sensitive data against and proactively prepare for cybersecurity threats, regulatory response, and civil litigation. **Average Rating:** 4.4/5.0 **Total Reviews:** 164 #### How Do G2 Users Rate Exterro Data Risk Management Platform? - **Ease of Use:** 8.7/10 (Category avg: 8.4/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) - **Quality of Support:** 8.8/10 (Category avg: 9.0/10) - **Ease of Admin:** 8.6/10 (Category avg: 8.3/10) #### Who Is the Company Behind Exterro Data Risk Management Platform? - **Seller:** [Exterro](https://www.g2.com/sellers/exterro) - **Year Founded:** 2004 - **HQ Location:** Portland, OR - **Twitter:** @Exterro 3,570 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=51106b170ef67c83a28527aa9537928cba35d0e528798f0a9e21a50fc5b36a2a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F135915%2F&secure%5Burl_type%5D=linkedin_company_website) 632 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Paralegal - **Top Industries:** Insurance, Legal Services - **Company Size:** 83% Large, 10% Medium #### What Do G2 Reviewers Say About Exterro Data Risk Management Platform? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **intuitive and easy-to-use interface** of Exterro, enhancing their overall experience and effectiveness. - Users value the **cloud-based services** for their strong automation and AI analytics integration, enhancing compliance capabilities. - Users appreciate the **dedicated customer support** of Exterro, noting the helpfulness and commitment of the team. - Users appreciate the **all-in-one platform** of Exterro Data Risk Management, enhancing usability across diverse data management areas. - Users highlight the **strong automation and AI analytics** of the Exterro Data Risk Management Platform, enhancing efficiency and compliance. ##### Cons - Users find the **high pricing** of Exterro Data Risk Management Platform to be a significant drawback. - Users feel that the **workflow options** could be improved for a more streamlined experience with the Exterro platform. - Users express dissatisfaction with the **poor customer support** , feeling it doesn't meet the promised standards. - Users report **slow performance** in Exterro Data Risk Management Platform, which affects efficiency and user satisfaction. #### What Are Recent G2 Reviews of Exterro Data Risk Management Platform? **["Employee Change Monitor will (hopefully) rock my world!"](https://www.g2.com/survey_responses/exterro-data-risk-management-platform-review-11669094)** **Rating:** 5.0/5.0 stars _— Lorene T._ [Read full review](https://www.g2.com/survey_responses/exterro-data-risk-management-platform-review-11669094) **["Very powerfull tool"](https://www.g2.com/survey_responses/exterro-data-risk-management-platform-review-3130746)** **Rating:** 5.0/5.0 stars _— Dan H._ [Read full review](https://www.g2.com/survey_responses/exterro-data-risk-management-platform-review-3130746) #### What Are G2 Users Discussing About Exterro Data Risk Management Platform? - [What is Exterro - Legal Hold, eDiscovery, & Data Privacy Platform used for?](https://www.g2.com/discussions/what-is-exterro-legal-hold-ediscovery-data-privacy-platform-used-for) - [What is Zapproved used for?](https://www.g2.com/discussions/what-is-zapproved-used-for) - [What is Exterro E-Discovery used for?](https://www.g2.com/discussions/what-is-exterro-e-discovery-used-for) - [What are the important concepts of eDiscovery?](https://www.g2.com/discussions/what-are-the-important-concepts-of-ediscovery) - [What triggers a litigation hold?](https://www.g2.com/discussions/what-triggers-a-litigation-hold) ### [Pagefreezer](https://www.g2.com/products/pagefreezer/reviews) Pagefreezer Archiving helps organizations capture, store, find, and produce digital records of their website and social media content for compliance, eDiscovery, and enterprise recordkeeping. Built for government agencies, financial service providers and legal professionals, Pagefreezer Archiving is used across nearly every industry to securely archive digital records in evidentiary quality, meet regulatory requirements, minimize legal risk, and ensure litigation readiness. Key Features: \<\> Automated Archiving: Automatically captures and archives all website updates and social media activity, eliminating manual recordkeeping and giving compliance teams peace of mind. \<\> Regulatory Compliance: Satisfies recordkeeping requirements for FINRA, SEC, GDPR, and government open records laws by archiving content with associated metadata and digital signatures, in a tamper-proof, native format. \<\> Advanced Search & Export: Enables users to quickly locate and review specific content across all archived content and export records in formats required for audits, eDiscovery, and public records requests. \<\> Simple Setup & Low Maintenance: Deploys quickly, requiring minimal technical expertise or IT resources to set up and use. \<\> Open Records Portals: Streamlines government transparency efforts by providing self-service public records portals, reducing the administrative burden of fulfilling records requests. With robust security, user-friendly interface, high-quality captures and reliable automation, Pagefreezer simplifies the complex process of digital archiving, saving organizations hundreds of hours annually on archiving and ensuring digital content and communications are preserved and accessible when needed. **Average Rating:** 4.5/5.0 **Total Reviews:** 34 #### How Do G2 Users Rate Pagefreezer? - **Ease of Use:** 9.0/10 (Category avg: 8.4/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Quality of Support:** 9.1/10 (Category avg: 9.0/10) - **Ease of Admin:** 9.2/10 (Category avg: 8.3/10) #### Who Is the Company Behind Pagefreezer? - **Seller:** [Pagefreezer Software, Inc.](https://www.g2.com/sellers/pagefreezer-software-inc) - **Year Founded:** 2010 - **HQ Location:** Vancouver, BC - **Twitter:** @PageFreezer 4,319 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=474391cf7c2aa0783e27cf58e1c8ec553ec54aade2c6253544d675b60365e572&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1682117%2F&secure%5Burl_type%5D=linkedin_company_website) 97 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Investment Management - **Company Size:** 53% Small, 32% Medium #### What Are Recent G2 Reviews of Pagefreezer? **["Bulk Social & Web Capture with Metadata That Strengthens Investigations"](https://www.g2.com/survey_responses/pagefreezer-review-12804613)** **Rating:** 4.0/5.0 stars _— Verified User in Legal Services_ [Read full review](https://www.g2.com/survey_responses/pagefreezer-review-12804613) **["Easy to Use, Helpful, Great Customer Support"](https://www.g2.com/survey_responses/pagefreezer-review-10640259)** **Rating:** 5.0/5.0 stars _— Verified User in Research_ [Read full review](https://www.g2.com/survey_responses/pagefreezer-review-10640259) Spotlight Categories [Session Replay Software](https://www.g2.com/categories/session-replay) [Live Chat Software](https://www.g2.com/categories/live-chat) [Security Awareness Training Software](https://www.g2.com/categories/security-awareness-training) [Data Science and Machine Learning Platforms](https://www.g2.com/categories/data-science-and-machine-learning-platforms) [AI Writing Assistants](https://www.g2.com/categories/ai-writing-assistant) Similar Categories - [AI Legal Assistant](/categories/ai-legal-assistant) - [Conflict Check](/categories/conflict-check) - [eDiscovery](/categories/ediscovery) - [E-Filing](/categories/e-filing) - [E-Notary](/categories/e-notary) - [Enterprise Legal Management (ELM)](/categories/enterprise-legal-management-elm) - [Immigration](/categories/immigration) - [Intellectual Property Management](/categories/intellectual-property-management) - [Legal Billing](/categories/legal-billing-software) - [Legal Case Management](/categories/legal-case-management) - [Legal CRM](/categories/legal-crm) - [Legal Document Drafting](/categories/legal-document-drafting) - [Legal Document Management](/categories/legal-document-management) - [Legal Practice Management](/categories/legal-practice-management) - [Legal Research](/categories/legal-research) [Browse Legal Hold Themes](/categories/legal-hold/themes)