Matter Management

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 [...]

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 [...]

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 [...]

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 [...]

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: 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 [...]

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 [...]

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 [...]

Post Pandemic Paradigm Shift in Corporate Discovery?

2020 was a write off for many in the eDiscovery market. Client initiatives held or cancelled outright while the judiciary granted mass continuances as they struggled with the transition to remote hearings. Many of my long-term clients issued work stoppages that lasted more than six months. 2021 arrived carrying all those backlogged matters and projects. After a few quarters scrambling to catch up and [...]

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