My apologies for taking this long to consolidate and publish my notes. As you all know, cases do not stop just because you ducked out to do one of your favorite conferences. I will be dropping my session and lab notes asap. I approached this Relativity Fest as an active customer rather than my traditional journalist/analyst role. That changed my take-aways and I hope [...]
Ran into this recently with a client and wanted to share a short technical note so that you can avoid the headache. Many clients use shared subfolders in Teams/SharePoint to stage internal collections from document systems, 3rd parties or other non-M365 sources. Direct load to RelativityOne, Reveal or other cloud platform requires integration and security configuration. So many practitioners are still stuck downloading to [...]
What do the daily articles reporting federal agencies being radically downsized mean to eDiscovery professionals? Federal enforcement activity is down 37% in the first half of 2025. Will that create a compliance free-for-all and take the wind out of corporate governance initiatives? Will states step in to protect businesses and consumers? This is my chosen "2025 eDiscovery Trend" for my 3 minutes of fame [...]
Join me in Chicago for the annual Relativity Fest edutrainment spectacle “The e-Discovery State of the Union” hosted by our unflappable master of ceremonies David Horrigan. Hopefully they will give us the grand ballroom this year as this session always overflows anything smaller. For first timers, each team articulates what they consider the most important legal development of the year to the audience [...]
After June’s massive drop of feature updates, July had ZERO with significant eDiscovery impact. That gave me a month off of roadmap coverage. The 178 new/updated features since June continue to improve Copilot integrations. Teams meeting recap will now reach mobile, 1:1 chat and in-person meetings, which increases the pressure on corporate legal to expand eDiscovery to manage this content. Feature Impact eDJ [...]
While responding to the following kind analyst inquiry I decided it made a better blog for the broader audience. Love your comments and feedback to my perspectives. We have been following your thoughts and views on various topics within the ALSP / LPO space and are amazed at the insights you have. Our Organization is planning to get into the ALSP / LPO space [...]
While a LOT of features got status updates this month, I only found 73 new features added. That does not mean that your Purview eDiscovery UX and features have been static. ‘Data Sources’ tab has returned to many tenants so that your default holds/searches again reflect your custodian targets. So we are seeing a lot of older roadmap features finally rolling out ahead of [...]
Last year my friend Doug Austin wrote a nice exploration of the new Copilot automatic summarization feature rolling out to Word and other Office apps. While trying to find Teams Copilot meeting recap content last week I was surprised when a flood of these document summaries appeared in my Purview eDiscovery search results. Despite my monthly diligence reviewing and highlighting Microsoft Road Map items [...]
Q1 2023 Microsoft rolled out the Teams Copilot Recap feature for customers with E5 and Copilot licenses. Most of my global corporate clients are still balancing the user demand for meeting recordings/transcripts against their potential cost/risk downstream. This is complicated by the potential Copilot generated recap summaries, action items/tasks and real time answers. So how can you manage retention and discovery of meeting related [...]
488 roadmap updates in May, but only 137 new features added. This translates to a lot of status and release updates. Although there were only 2 Purview eDiscovery additions, they both have potential usage impact. There were also a surprising number of data source features introduced that add potential eDiscovery challenges to preservation and collection. The Copilot tendrils are reaching every user interface and [...]