Legal Holds

eDJ Brief: Casepoint FOIA and Legal Holds

Casepoint has rolled out FOIA and Legal Hold modules to solve government and corporate pain points. The key value I see is the deep integration of complex task management workflows with the underlying eDiscovery platform. I have seen many tracking systems for FOIA, DSAR and other external information requests. Few integrate both repositories (M365, Google, Box, etc.) and eDiscovery platforms. Similarly, most Legal [...]

By |2024-03-12T16:23:31-05:00March 12th, 2024|Platform, Essay, Legal Holds|0 Comments

The Supreme Cost of Lingering Metadata

Supreme Court politics aside, the lingering metadata demonstrates the potential a risk and value of editorial metadata embedded within documents that have not been ‘scrubbed’ prior to production. Even when revision history has been disabled, legal hold or retention policies may create unlimited versions based on Auto-Save settings. Using Save A Copy may retained older version history.  Revision history in SharePoint defaults to 500 [...]

Microsoft @ LegalWeek 2024

eDiscovery has grown up. That was my first thought when I saw the manned Microsoft booth at Legal Week. Google and Amazon have yet to really engage with legal, compliance and governance markets. To be fair, my friend Jack Halprin delivered the Google Vault back in 2012, but it seems to have gone quiet since his passing in 2018. The Microsoft legal department and [...]

By |2024-02-28T14:19:20-06:00February 28th, 2024|Essay, Legal Holds, ESI Sources|0 Comments

Purview Legal Holds Report – Still No Item Statistics

Click to view full size As Mike McBride recently reported, M365 Purview(Premium) is rolling out a new aggregate report for legal hold locations. It finally arrived at my testing tenant. Unfortunately, it did not restore hold item counts, which I and my corporate clients have been requesting since they vanished from the Compliance Center. So what does the new report show and [...]

By |2024-02-26T14:28:15-06:00February 26th, 2024|Essay, Legal Holds|0 Comments

eDJ Brief: Exterro @ LegalWeek 2024

My Legalweek Exterro briefing with CMO Bill Piwonka focused on their recent acquisition, GenAI powered legal holds and overall data risk management brand. Since taking $100M in funding from Leeds Equity Partners in 2018, Exterro has grown by acquisition and integration of privacy and data governance, forensics, legal hold and data discovery technologies. Legalweek announcements: Exterro, a Leeds Equity Portfolio Company, Acquires Data Discovery [...]

By |2024-02-22T10:40:29-06:00February 22nd, 2024|Platform, Analytics, Essay, Collectors, Legal Holds|0 Comments

Preservation – First Do No Harm

20 years after Zubulake v. UBS Warburg, LLC, 217 F.R.D. 309, [SDNY 2003] I still encounter corporate counsel issuing ad hoc legal hold notices without automated preservation in place across their data assets. Judge Scheindlin’s adverse inference ruling was the eDiscovery shot heard by every corporate counsel, though many put their heads right back in the sand. Legal hold technology acquisitions, product/feature launches [...]

By |2024-02-21T14:36:39-06:00February 21st, 2024|Essay, Legal Holds, ESI Sources|0 Comments

ModeOne to Relativity – Devil is in the Details

At first glance I thought, “Fantastic! I have RelativityOne clients begging for this!” Last July ModeOne  announced a direct partnership with Exterro and it is good to know that their technology will be accessible for other platforms. However, it appears that it will only be available via the 3 service partners for the next 12-months. I will nail this down in my briefing [...]

By |2024-01-18T16:53:31-06:00January 18th, 2024|Collectors, News, Legal Holds, ESI Sources|0 Comments

M365 Roadmap & Purview at Relativity Fest 2023

The Microsoft 365 Purview product team was well represented at Relativity Fest with Nick Robinson, Caitlin Fitzgerald and Erica Toelle. Our briefing focused on recent Purview feature releases and how M365 customers are leveraging Purview eDiscovery despite many common market misconceptions. M365 and the Purview eDiscovery (Premium) features cover the majority of the ‘upstream’ EDRM model phases for many discovery usage cases. The actual [...]

Relativity Fest 2023

Join me in Chicago for David Horrigan’s annual “The e-Discovery State of the Union” session! It is a fast paced exploration of hot topics, usually in a game show format. I am looking forward to meeting peers, briefing with Relativity partners and generally getting the market pulse. Provider and peers wanting to brief me on their latest release or get my insight on their [...]

By |2023-09-05T10:52:41-05:00September 5th, 2023|Essay, Collectors, Legal Holds, Content Management, ESI Sources|0 Comments

Executive Mobile Content Gone Rogue

In my experience, founders and C-level executives make the worst legal hold custodians. I have learned to review executive expense reports prior to supporting preservation interviews or issuing notices when possible. Too many execs shun email or messaging platforms that preserve communications. New generation technologies such as ModeOne can selectively preserve mobile via app or scheduled incremental collections while minimizing custodian impact. All too [...]

By |2023-06-05T12:06:08-05:00June 5th, 2023|Caselaw, Compliance, Collectors, News, Legal Holds, Privacy|0 Comments
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