Everlaw Adds Workday, Entra ID and Microsoft 365 Links to Legal Holds

Questionnaires built into the hold notice

Everlaw says many teams still run legal holds through one-way emails. A notice goes out and custodians can confirm they received it, but the process does not systematically capture what they know about other data sources, devices or people who should also be on hold. The company describes the result as a fragmented picture of risk.

The new integrated questionnaires sit directly inside the legal hold notice. They allow targeted questions about:

• Systems used
• Data locations
• Business context
• Risk flags

Responses are stored alongside the legal hold record rather than in separate inboxes. Administrators can edit questionnaires and resend updated versions as the scope of a matter changes, while keeping a complete audit trail. Everlaw says questionnaires, acknowledgements, reminders and manual updates all live in one auditable system, producing a single defensible record for internal audits, regulator scrutiny and challenges from opposing counsel.

Custodian data from Workday and Entra ID, and preservation in place

A native Workday connector lets teams link Everlaw to their HR system instead of updating spreadsheets by hand. Custodian details such as name, role, email and employment status sync automatically into Everlaw's directory. When people join, leave or change roles, those updates flow into the custodian list without manual uploads or one-off HR pulls. An Everlaw integration is also available for Microsoft Entra ID. Everlaw links this to lower spoliation risk and less administrative overhead.

On preservation, Everlaw says legal professionals can already create, track and release Microsoft 365 legal holds directly from the platform without opening Microsoft Purview. Support for Google Vault and Slack is described as coming soon, at which point teams are meant to be able to start and monitor holds in those systems from the same interface. The stated aim is to preserve data where it lives and reduce reliance on IT teams.

Reporting, exports and API access

Everlaw is also adding a custodian-level summary view. Legal hold administrators and power users will be able to see all holds tied to one person in one place, filter by status or matter, and answer who is currently on hold and what is preserved.

Legal holds data is now available through the Everlaw API, including hold status, custodians and preservation details. According to the company, this allows larger organizations to feed hold metrics into existing dashboards and compliance tools and to build automations without custom product work or manual exports. Teams can create automated reporting and trigger holds in external systems based on Everlaw hold status. Export fields in legal holds reports have also been expanded to include richer custodian, hold, questionnaire and activity data.

What it means for legal teams

Everlaw argues that teams relying on spreadsheets, one-off tools and manual updates accept more risk than necessary. The company positions the update as a way to automate routine work, centralize preservation across systems and improve visibility into custodians and obligations. It also says that if a matter turns into litigation, teams can move straight into review mode without switching tools.

These are the vendor's own claims, and the post does not include customer results or pricing. Google Vault and Slack support is still listed as upcoming, so the single-interface preservation story is only partly available today, with Microsoft 365 the one system confirmed as live.