Legal Holds

Workflow Decisions for the New Purview eDiscovery Portal

You logged into Purview eDiscovery and found yourself in a whole new user experience (UX). You have a priority hold or collection and need counsel’s buy in on the new search, hold, review and export options. Buried at the end of my Geek Guide page detailing the new portal UX changes is the list below of key decisions that impact even simple investigations. Send [...]

New Purview eDiscovery Portal Is Here!

The new Purview Portal UX adds a lot of new functionality and architectural changes. The classic versions are scheduled for decommissioning in January, so Purview users need to get up to speed quick and adapt your workflows. I created a page that calls out the changes, potential impact and recommendations for experienced users. Although I have met with some of the new Microsoft PM [...]

Sessions of Note: Relativity Fest 2024

2024 was my year to attend the great sessions. That was the idea when I got a late start booking briefings and interviews. A last-minute wave of requests derailed most of my session plans, but I wanted to share my summaries and highlights from the few I attended. Did I miss some good ones? Yes, I did. So write up your own highlights to [...]

Relativity Fest 2024 – eDJ Fast Takes

The 15th Relativity Fest was one of the most highly attended Relativity Fests to date with about 2,000 attendees. Sessions were packed with customers. They actually had to turn away attendees from the packed room at Horrigan’s State of the Union.  Market consolidation and other factors may have reduced the number of sponsors, but not the energy level. I managed to chat with [...]

Microsoft Roadmap: September 2024 – Classic Purview eDiscovery EoL EoY!

128 new updates were launched or rolling out in September! View my take on those with potential eDiscovery Impact and my comments at my Roadmap table. Per last month’s comments, the new Purview Portal Hub UI is the big news. I call EVERYONE’s attention to 415454 (second one below) that the Classic Purview portal will be retired END OF THE YEAR. The new [...]

By |2024-10-02T16:09:14-05:00October 2nd, 2024|Essay, Legal Holds, ESI Sources|2 Comments

eDJ Geek Guide: Legal Hold Reports

I received the following question through the new Geek Guides on how to export Purview Legal Hold reports and wrote up a fast overview of the new Legal Hold report in Purview eDiscovery (Premium) as well as a PowerShell script to pull the information. I have a big Purview eDiscovery legal hold validation project on my calendar, so expect that this Geek Guide page [...]

By |2024-08-08T12:12:21-05:00August 8th, 2024|Essay, Legal Holds, ESI Sources|1 Comment

BYOD Remote eDiscovery Integration Partnership

A global corporate compliance officer recently told me, “They do all the bad things on their phones.” While remote mobile device collection products entered the market a few years ago, initial utilization and case studies seem to have been dominated by big, complex ‘bet the company’ matters. This kind of long-term strategic integration partnership better supports corporate legal-compliance workflows where automation, dashboards and [...]

By |2024-07-30T11:32:16-05:00July 30th, 2024|Platform, News, Collectors, Legal Holds, ESI Sources|0 Comments

Time for Mobile Device Preservation Investments

If you do not follow Kelly Twigger’s newsletter and/or the eDiscovery Assistant service, you should. She gives us excellent analysis and on point commentary on this case highlights the complexities of mobile device (especially BYOD devices) preservation obligations and early preservation strategies. I have struggled with global enterprise clients to get them to understand how important critical ‘ad hoc’ mobile chat communications can [...]

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 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 [...]

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