Congrats to Insight Optix with the announcement that Insight Optix launches Legal Hold Evolve™, redefining enterprise legal hold! Here’s a portion of the press release, the full release is here.
Insight Optix Launches Legal Hold Evolve™, Redefining Enterprise Legal Hold
Turning a core process into a strategic advantage for corporate legal teams
(NASHVILLE, TN) February 11, 2026 — Insight Optix, a leader in legal technology solutions, today announced the launch of Legal Hold Evolve™, a solution purpose-built to address the real-world challenges facing corporate legal departments—rigid workflows, low custodian compliance, limited visibility, and systems that manage notifications but generate little insight.
The solution was reimagined from the ground up in close collaboration with corporate legal teams through continuous feedback, workflow analysis, and hands-on testing. The result is a streamlined platform that delivers exceptional power, ease of use, and flexibility.
“Legal hold is foundational to defensible discovery, yet many teams are constrained by systems that haven’t evolved to meet the realities of modern corporate legal operations,” said Mandi Ross, CEO and co-founder at Insight Optix. “We set out to elevate and redefine legal hold as more than just a compliance exercise—transforming it into an early source of business clarity, centralized intelligence, and a strategic discovery advantage.”
Legal Hold Evolve offers an intuitive user experience with practical workflows. Capabilities, such as tailored custodian communications and surveys grouped by role, department, priority, or sensitivity, help drive higher compliance and more accurate responses. It also supports defensible preservation and collection with built-in data source tracking, documentation throughout the litigation lifecycle, and real-time dashboards and reporting.
When combined with Evidence Optix®, Legal Hold Evolve becomes a command center for legal hold and discovery management. Together, they enable centralized collaboration and a system of record spanning legal hold notifications, custodian evaluations and rankings, early case strategy, scoping and budgeting, and data source assessment and management. This helps organizations limit over-preservation and collection, reduce discovery costs, and free up resources to focus on what is most relevant.
“As national discovery counsel, we see firsthand how early decisions, often made before teams have full visibility, can determine the trajectory and outcome of a matter,” said Rose Hunter Jones, Partner at Hilgers. “With Legal Hold Evolve and Evidence Optix, teams gain early, reliable insight into custodians, data sources, and risk—so legal and discovery strategy takes shape sooner, with greater alignment and far fewer surprises downstream.”
Insight Optix plans rapid innovation through quarterly releases in 2026, driven by ongoing collaboration with its Legal Hold Visionary Program participants.
For more information about Legal Hold Evolve, visit www.insightoptix.com.
Congrats again to Insight Optix with the announcement that Insight Optix launches Legal Hold Evolve! A much needed solution for corporate legal departments today! 🙂
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