OpenText Legal Hold - Marq Integration and Automation

Common Integration Use Cases Between OpenText Legal Hold and Marq

OpenText Legal Hold is used to manage litigation holds, preserve relevant information, and track custodians and held content for legal and compliance purposes. Marq is commonly used to create, manage, and distribute branded documents and templates across teams. Integrated together, they can help legal, compliance, and business teams control document creation, preserve required records, and reduce risk during investigations and litigation.

1. Automatically place Marq-generated documents under legal hold

When a document created in Marq is identified as relevant to a matter, OpenText Legal Hold can receive the document metadata and trigger a hold action. This helps ensure that final versions of contracts, policy documents, customer communications, or regulated templates are preserved and not deleted or altered during litigation or audit periods.

• Direction: Marq to OpenText Legal Hold
• Business value: Reduces the risk of spoliation and ensures defensible preservation of business-critical documents.

2. Sync custodian lists from Marq user groups to legal hold notices

Marq often contains business users who create or approve controlled documents. Integration can pass user, team, or department information into OpenText Legal Hold so legal teams can quickly identify custodians tied to specific document workflows. This supports faster hold issuance and more accurate custodian targeting.

• Direction: Marq to OpenText Legal Hold
• Business value: Speeds up custodian identification and reduces manual effort during legal matters.

3. Preserve approved document templates and versions used in regulated communications

When Marq templates are used for customer-facing or regulated content, OpenText Legal Hold can retain the approved template versions and associated change history when a matter is opened. This is useful for industries such as financial services, healthcare, and manufacturing where document wording and approvals may be subject to review.

• Direction: Marq to OpenText Legal Hold
• Business value: Maintains evidence of what was communicated and when, supporting compliance and legal defensibility.

4. Notify Marq administrators when content is subject to hold restrictions

OpenText Legal Hold can send hold notifications to Marq administrators or content owners when a template, brochure, policy, or other managed asset is implicated in a legal matter. Administrators can then restrict edits, freeze publishing, or route changes through legal review before any updates are made.

• Direction: OpenText Legal Hold to Marq
• Business value: Prevents unauthorized changes to content that may be evidence in a dispute or investigation.

5. Capture audit evidence of document creation and approval workflows

Marq can provide document creation, approval, and publishing metadata to OpenText Legal Hold as supporting evidence for a matter. Legal teams can use this information to reconstruct who created a document, who approved it, and when it was distributed, which is especially valuable in internal investigations and regulatory inquiries.

• Direction: Marq to OpenText Legal Hold
• Business value: Improves audit readiness and shortens response time for discovery requests.

6. Release hold instructions back to Marq when matters are closed

When a legal matter is resolved, OpenText Legal Hold can notify Marq to restore normal editing and publishing workflows for affected documents and templates. This prevents unnecessary operational restrictions and ensures teams can resume standard content management without waiting for manual legal clearance.

• Direction: OpenText Legal Hold to Marq
• Business value: Reduces downtime for business users and ensures timely return to normal operations.

7. Centralize matter-related document references for legal and compliance teams

Marq can pass links, document IDs, or version references into OpenText Legal Hold so legal teams have a single view of all content associated with a matter. This is useful when multiple departments use Marq to produce customer letters, policy updates, or campaign materials that may become relevant to litigation or compliance reviews.

• Direction: Bi-directional
• Business value: Improves visibility across teams and reduces the chance of missing relevant records.

8. Support policy-driven retention for controlled business documents

OpenText Legal Hold can work with Marq to identify document classes that require special preservation, such as HR notices, compliance statements, or customer disclosures. When a hold is active, Marq can flag these documents for retention and prevent deletion or replacement until legal approval is granted.

• Direction: Bi-directional
• Business value: Aligns content operations with legal retention requirements and lowers compliance risk.