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, [...]
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 [...]
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 [...]
Twenty-two (22) years ago Symantec recruited me to manage the Discovery Accelerator within the Enterprise Vault team right after acquiring Veritas. Symantec was a huge technology company and I always felt the enterprise info governance products struggled to thrive in the shadow of the giant consumer security products. The recent Cohesity-Veritas merger spun the three (3) enterprise info governance business (Data Compliance, Data Resilience, [...]
Mark Noel (VP AI & Data Consulting) caught me up on the integration of Redgrave Data into the larger Elevate ecosystem. Since joining Elevate, the Redgrave Data team has focused on developing internal automation, as well as custom tools and capabilities for the broader Elevate customer base. This kind of post M&A work takes time, as the team’s world-class experts need to scale their [...]
Hanzo’s new CEO Sarai Schubert clearly articulated Hanzo’s shift from compliance archiving to unified navigation and access of diverse collaborative enterprise sources. It could be that I am just out of date with their brand shift, but the briefing put them back on my RFP list for Enterprise clients seeking governance solutions for Slack, Teams, Google Workplace, Atlassian, Asana, Websites and other dynamic SaaS [...]
Everlaw Founder and CEO AJ Shankar responded to my question, “Tell me what makes Everlaw’s new Project Query different?” with a deep dive into their implementation of RAG AI. Instead of complicated prompts or rigid review workflows, this extends the EverlawAI Assistant portfolio by allowing non-technical users to just ask questions and get a GenAI summary derived exclusively from and linked to your hosted documents. [...]
With 1784 updates to the Microsoft Roadmap, March seems to have had an ‘update your release dates’ mandate to the PM teams. We did have 253 actual new additions that seem to be focused on the new eDiscovery Portal, expanding CoPilot integrations, new IRM controls and more. There are a LOT of date and content updates to Purview eDiscovery items, so it is worth [...]
CEO Mike Schubert barely mentioned their new StreemView AI search in our briefing. Instead, he hammered on how StreemView's architecture and UI is uniquely designed for the mobile and collaborative data sources at the heart of modern investigations. Having spent the last quarter struggling with mobile and chat content in complex international investigations, his arguments resonated with me. Most lawyers think of evidence as [...]