Matter Management

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 [...]

eDJ Brief: Evidence Optix – Visualizing Proportionality

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 [...]

Value Perspective on Corporate eDiscovery

I spotted my friend Tony LaMacchia's picture in my morning media feeds and made a note to circle back to read the interview by Jeff Kruse and Cash Butler. Normally I would just pull a couple good excerpts in an eDJ News commentary. I had such a hard time remembering which of many feeds I had seen Tony’s smiling face in that it took [...]

Exterro:AccessData – Reverse Food Chain?

These kinds of parallel acquisitions generally happen right after a round of funding. To provide some context, Exterro was founded in 2004 and took $100M round of funding in 2018. Zoominfo has them at $36M in revenue with 170 employees (grain of salt). Founded in 1987, AccessData was one of the first forensic tools I used during my CSI years. Owler has AD’s at [...]

The Money Behind eDiscovery Investors

Several headlines and familiar names caught my eye as I skimmed my weekend feed. The founder of Vista Equity Partners (Robert F. Smith) announced a $140M settlement with the DOJ and the IRS while his long term Texas business partner Robert T. Brockman was charged with evading $2 billion in taxes, the ‘largest-ever’ tax fraud case to date. Vista’s co-founder Brian Sheth is said [...]

By |2020-10-19T17:42:09-05:00October 19th, 2020|Provider, Platform, Essay, Legal Holds, Matter Management|0 Comments
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