Legal Holds

eDJ Brief: Veritas at LegalWeek 2023

Irfan Shuttari, Veritas Director of eDiscovery Strategy, briefed me on the new Veritas Alta unified cloud compliance and governance solution. When I joined the then Symantec PM team over two decades ago, it had been my dream to unify the solutions for universal discovery and governance in place. It looks like the enterprise team and technology are catching up to that dream now that [...]

eDJ Brief: Casepoint at LegalWeek 2023

Vipul Rajpara - COO The steady floor traffic during my briefing at the Casepoint booth seemed to justify their Legalweek spend; lots of prospects wanting a peek at their new legal hold module. Vipul Rajpara, Casepoint’s chief operating officer, said, “The new features are a great example of customer-driven product development. The legal hold module is available as a stand-alone product and integrated [...]

By |2023-04-10T11:05:00-05:00April 10th, 2023|Essay, Legal Holds|0 Comments

eDJ Brief: Microsoft Purview at LegalWeek 2023

Microsoft Purview It was a rare privilege to sit down with the nine Microsoft Purview eDiscovery product management and legal team experts to talk about their vision and roadmap. Five years ago, I made the decision to ‘bet on Microsoft 365’ when I realized that every one of my global corporate clients either had or would be migrating the entirety of their [...]

Potential Adverse Inference for Chat Expiry Policy

Interesting counterpoint to Twitter’s Slack outage killing productivity. Google’s internal Hangout’s have a default 24 hour purge that had to be manually changed to keep chats. ESI is more than just email and Word documents. Employees need the freedom to innovate and experiment with new technologies to be competitive. Legal, compliance and security teams must keep up with evolving business-communication practices to control risk. [...]

Ready for Teams A.I. ESI?

Teams Premium ($120/year) adds A.I. notes, suggested tasks and personalized highlights powered by GPT-3.5 to address meeting fatigue. The Pandemic drove a 252% increase in weekly meeting time along with WFH professionals. All these new meetings contributed to the 77% of full-time workers who reported experiencing burnout in a Deloitte survey. Yet meetings are where decisions and consensus happen, the heart of corporate strategy [...]

Legal Hold Platforms: And Then There Were None

Remember when Exterro, Zapproved, Atlas and few others were specialized Legal Hold SaaS point products? They made traction with corporate legal departments at $50-100k+ annual subscriptions. Then every eDiscovery platform and M365 added simple Legal Hold notification features to check that RFP box. Exterro made the move into processing and review before Zapproved, but Zapproved always had better, simpler usability in the RFPs I [...]

By |2023-01-25T14:48:58-06:00January 25th, 2023|Platform, News, Legal Holds|0 Comments

eDJ Brief: Casepoint

Casepoint entered the cloud eDiscovery platform market in 2008. I had always classified it as a firm focused large matter boutique hosting platform based on their good reputation and minimal marketing presence. David Carns and Athena Strasel updated me on Casepoint’s changing role and architecture in before and after the Pandemic pause.  Casepoint’s successful bid to replace Recommind as the SEC’s primary eDiscovery platform [...]

Secret Service Self Preservation?

Legal hold notification and custodial manual preservation of potential evidence was standard practice before complex digital systems became the primary sources. Many companies still rely on ‘do not delete’ hold instructions for mobile devices and cloud systems lacking central search, hold and collection capabilities. This approach may be appropriate in low-risk civil matters without any known bad actors or possible criminal elements. I cannot [...]

Why Not Just Use Microsoft?

Microsoft’s transformation from on-premise enterprise to global cloud omni-platform has CXO’s asking “Why not just use Microsoft?” As a former product manager (mid-2000’s) for enterprise #Infogov and #ediscovery products that delivered mature features and clear ROI it was easy to answer that question. Now that Microsoft’s portfolio seems to check every RFP feature box it is a much tougher question. The pandemic forced corporations [...]

The Great Resignation, Return or Reshuffle? Part 1

Microsoft’s 2022 Work Trend Index report should be a wake up for execs like JPMorgan’s Jamie Dimon spouting, “We’re not going to pay your not to work in the office.” More than 31,000 respondents from 34 countries prove that “There’s no going back!” to pre-Pandemic Koyaanisquatsi cubicle work for professionals. The job security bubble has burst and 52% of Gen Z/Mellennials are considering changing [...]

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