Essay

Visualizing the Elements of Retrieval

While elbow deep drafting eDiscovery search guidelines and documentation for a client it occurred to me that someone had to have created a visual depicting the different aspects/elements that comprise enterprise search criteria. I tried Google/Bing/ChatGPT/etc. without luck. Even shot off a hail mary to my retrieval/AI mentor without luck. So I made the fast Venn diagram below (Enterprise Search guide page). Over the [...]

By |2024-08-06T15:47:06-05:00August 6th, 2024|Essay, ESI Sources, Search|1 Comment

Can Copilot Do X?

How many of you have gotten calls from counsel, clients and friends asking whether, “Can Copilot do X?” So far, my answer has been, “Not yet, but it might tell you how to do it if you ask.” This was yesterday’s question and Copilot’s solution: Hi Greg, I now have access to CoPilot Enterprise at work.  Is this something CoPilot could tackle? I have [...]

By |2024-07-25T11:35:05-05:00July 25th, 2024|Essay|0 Comments

First Steps to Leveraging Purview eDiscovery

“What do you recommend to enterprise legal teams wanting to use Purview?” That was my favorite question from yesterday’s eDiscovery Channel chat with Tom O’Connor and Doug Austin. We also delved into how Microsoft is redefining ‘documents’ and ‘custodianship’ in a collaborative architecture. I thought it worth while to formalize my general approach for incorporating Purview eDiscovery in your eDiscovery-Compliance lifecycle.               Getting Started [...]

By |2024-07-17T16:26:24-05:00July 17th, 2024|Platform, Essay, ESI Sources, Architecture|0 Comments

eDJ Geek Guide – Understanding Mailboxes

Did you know that there are at least 12 types of M365 mailbox ‘owners’ that may be relevant to your holds and collections? The new Mailboxes source page  in my evergreen Geek Guides condenses and reframes Microsoft’s exhaustive administrator documentation for discovery practitioners. It explains each different mailbox creator and gives the types of mailbox items that are stored in them. Comment or email [...]

By |2024-07-03T17:20:34-05:00July 3rd, 2024|Essay, Legal Holds, ESI Sources, Architecture|0 Comments

Microsoft Roadmap-eDiscovery Impact June 2024

159 updates rolling out or launched this month. Those with significant eDiscovery impact revolve around the expanded integration of Copilot AI content in Teams meeting summaries and other applications. The new functionality has significant potential to improve productivity and the value of meetings. However, the raw generated summaries and tasks should be reviewed and corrected by the meeting owner prior to being circulated or [...]

By |2024-07-01T16:53:58-05:00July 1st, 2024|Essay|1 Comment

Peek-A-Boo! Teams File Preview

Users will now see preview images of Teams chat attachments without having to open them. I see the productivity and even security advantages of reducing file access, downloads, etc. The preview functionality does not work for files marked Confidential or that a user does not have access to. It does raise questions that I was not able to find answers for. Image from [...]

Microsoft Moves Your Meeting Transcripts

Do you use transcripts and AI generated summaries? Teams meeting transcripts have raised many eDiscovery, privacy and compliance questions since their introduction. Microsoft announced changes to transcript storage locations, default access permissions and more this month at Build 2024. I added my perspective notes to the Teams blast text below. June 12, 2024 Collaborative notes for channel meetings Work together with members of your [...]

eDJ Geek Guide – SharePoint eDiscovery Architecture

Ever wonder how ESI is stored, organized and searched in SharePoint? The new SharePoint source page in my evergreen Geek Guides condenses and reframes Microsoft’s exhaustive administrator documentation for discovery practitioners. It introduces the default containers and content types that comprise SharePoint and Teams sites. It includes a table of searchable properties from Microsoft expanded with my notes and recommendations on leveraging them in [...]

By |2024-06-11T11:43:33-05:00June 11th, 2024|Essay, GeekGuide|1 Comment

Microsoft Roadmap: May 2024

209 in development – 41 Rolling out – 93 Launched This month's new/updated M365 Roadmap items include many tangential eDiscovery related roadmap items with Copilot content and automated Teams meeting notes/tasks creeping into most M365 experiences. The SharePoint archiving functionality could have major impact if Purview search/holds lag release (need to verify). Many enterprises migrated file shares to SharePoint with minimal clean up [...]

By |2024-06-03T15:59:30-05:00June 3rd, 2024|Essay|0 Comments

Microsoft Copilot+ Can Now Recall EVERYTHING Your Witness Did

I may have to drop my ‘Microsoft has no memory’ tagline. Below is from my latest Geek Guide page covering Microsoft 365 eDiscovery and compliance sources, applications, exceptions and coping strategies. May 20, 2024 Microsoft announced a new generation of AI enabled Copilot+ PC's that would run preloaded AI models locally and provide extended AI functionality at the endpoint. For eDiscovery and compliance professionals, [...]

By |2024-05-28T17:26:22-05:00May 28th, 2024|Analytics, Essay|0 Comments
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