Looking forward to speaking on David Horrigan’s eDiscovery State of the Union panel at RelFest 2026. Book a time slot here to brief me on your latest offerings, talk eDiscovery or pick my brain about case challenges. With my return to coordinating cases for clients and partners I am focused on leveraging AI upstream and in review to maximize value and minimize ‘time to [...]
Microsoft is literally changing the M365 architecture in flight. Copilot functionality is being woven into every aspect of the user experience. As always, innovation seems to outpace discovery and compliance requirements, though the focus on security seems to be helping with controls, monitoring and access. Differentiating between custodial and Copilot generated ESI is a key challenge for corporate legal managing risk. Luckily, the incidents [...]
Microsoft has been migrating Teams private channel data from participant mailboxes to new dedicated channel Group mailboxes since September 2025 and started deleting the ownerless or archived channels June 5th. Redgrave LLP’s Staci Kaliner wrote an excellent summary of the changes and the potential impact on holds, compliance and eDiscovery. All of this raises the risk of inadvertent loss of Teams communications for [...]
There are times when counsel, auditors, regulators, etc. need to immediately conduct their own searches on broad or narrow subsets of your M365 tenant. In the legacy compliance center and other enterprise archives we set this up using custom case roles and a matter restricted to the scope. In the new unified Purview UI you will have to use compliance boundaries for relatively large [...]
Many of my clients struggle to manage M365 Purview eDiscovery matters, holds and custodians. The Five Star Legal team’s eDig365 Reporter app can be purchased for $2,500/month directly from the Microsoft Commercial Marketplace. It addresses many of the management, tracking and audit pain points experienced by corporate legal teams that rely on Purview eDiscovery directly or through an integration to their eDiscovery platform [...]
Ljupka Schwantes LinkedIn post on this week’s “Claude for Legal” announcements rings true. I am excited about leveraging the RelativityOne and other legal AI integrations for clients, however risk and cost control drive my consulting and matter practice. I have active integration projects where these bidirectional connections may slash development budgets and timelines. First, we have to set clear guidelines and requirements to prevent [...]
Exterro announced a new AI framework called ARMOUR, Autonomous Risk Management, Orchestration, and Response) along with the launch of Subpoena Manager, the first solution built on that architecture. While we have seen other request management solutions/portals, this seems to be a big step forward in agentic AI driven automation to eliminate the drudgery, centralization tracking and improve response time while preserving human oversight. I [...]
Casepoint continues to expand its unified platform for eDiscovery, investigations, FOIA and compliance platform with large government agencies, Fortune 500 customers, and new channel partners. The team has a refreshing reality perspective on all the AI hype that surrounded us on the exhibit floor. “We’re investing in transparent, auditable AI-assisted workflows designed for real-world scrutiny, so teams can simplify complexity and act quickly with [...]
I have listened to many providers and even some expert peers proclaim that M365 content search does not comply with FRCP 26(G) requirements. In my perspective they are right AND wrong. M365’s default business index (ambient) prioritizes productivity over completeness. Microsoft clearly documents the wide range of ‘partially indexed items’ resulting from item size, complexity and parsing time limits. Relying on the ambient index [...]
The startup Entegrata applies a new contextual normalization approach to a unified firm data lakehouse. What does that mean and why should you care? Global law and consulting firms utilize a bewildering array of communication, collaboration, billing, project management and document management systems that rarely talk to each other or your financial analysis systems. Managing partners struggle to understand productivity, client engagement and profit without a [...]