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 [...]
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 [...]
Anyone can now create volumes of fake email, text screenshots and other deepfake ‘evidence’ with minimal effort. It not only shows up in cases, it raises the bar for authentication of real evidence. You may need more than a simple chain of custody to demonstrate reasonable effort and completeness of your discovery process. This trend makes me nostalgic for all my compliance mode Enterprise [...]
While my lab time was limited at Relativity Fest 2025, I thoroughly enjoyed the scenario and how Relativity has AI-powered facts, outlines and summaries. As it happens, the inappropriate procurement scenario used in the Learning Lab exercise resonated with recent client investigations where I leveraged Case Dynamics to translate and connect external financial records, interview facts and documents into coherent timelines and outlines. Far [...]
aiR Assist is Relativity’s entry into RAG AI driven query tools. It will be included in the new RelativityOne pricing that includes integrated aiR document review solutions. aiR Assist leverages indexes based on saved searches (initial 50k item limit). The answer summary and up to 25 citations are limited to that index. In my initial experience with aiR Assist in aiR for Case Strategy, [...]
Why attend the Developer Summit session at Relativity Fest? I believe that Relativity’s innovation and growth is dependent on the ability of partners and ‘citizen developers’ to access highly technical information and resources. The launch of Rel Labs will expand the existing development partner programs, provide sandbox environments and fund new technology partnerships directly and through The LegalTech Fund. Legal technology exists within an [...]
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 [...]
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 [...]
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 [...]