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 [...]
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 [...]
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 [...]
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 [...]
For some of the new readers, eDJ Briefings are a chance to catch up with the latest from providers kind enough to sit down with me and talk candidly. At Legal Week I no longer do formal presentations or demos. Instead I ask execs to give me the top three points they would like to convey to you and the market. We sometimes get [...]
A good friend from my Summation days put Insight Optix CEO Mandi Ross in touch with me to explore her new cloud matter scoping platform, Evidence Optix (EO). At first I struggled with whether matter scoping and cost estimation was a broad enough pain point to interest my corporate clients. Most of my legal ops engagements include matter budgets and tools for inside counsel [...]
When my old friend Michael Lappin took a role at Ligl (formerly Vertical Discovery) I knew that I needed to see what had lured him there. Ligl is providing what they call an ‘orchestration hub’ for corporate and firm eDiscovery teams. Despite MSFT’s efforts and the ongoing eDiscovery market consolidation, most of these teams are still cobbling together ‘Frankentech’ to track and manage their [...]
The Obscenity list was one of the first automatic classification lists my team built into our Summation databases back in the bad old Enron days. We were one of the first defendants forced to search and review native raw email from the Exchange journal. Energy traders had filthy mouths and it was an easy way to spot heightened emotions. We also learned to route [...]
Microsoft and Google are busy re-inventing how knowledge workers collaborate. Many of us have stumbled onto complex sets of interdependent Excel workbooks being shared by accounting, sales and other teams. With good chain-of-custody procedures, I have reconfigured environments so that counsel or experts could manually review these ‘semi-structured’ file sets to extract potentially relevant snapshots. The breadth of sources simultaneously touched by Teams and [...]
Just a quick update as MSFT continues to consolidate storage architectures and change defaults. Per Roadmap 84580 this change will be rolled out next month. I rarely see legal holds issued for meetings that occurred within the last 2 months, so conservative or regulated companies should extend the default retention period for TMRs to match your current base retention period. I am sure that [...]