Tech

Augmented Wisdom – the DIKW eDiscovery Pyramid

Ted Theodoropoulos recently proclaimed, “Enterprise search is dead!” He seems to have been referencing the new AI search methodologies and tools that provide answers instead of just links. That got me brainstorming about how our traditional and new generational tools apply to the DIKW pyramid model of retrieval. My analytics mentor Skip Walter hammered the differences between data, information and knowledge into my hard [...]

By |2024-08-23T16:06:17-05:00August 23rd, 2024|Essay, Search|0 Comments

Bucking AI Disillusionment – Everlaw AI Assistant

The AI hype cycle seems to have left many customers in the ditch of disillusionment. Everlaw may have avoided that roadmap trap with a heavy investment in a year-long beta of their EverlawAI Assistant. 2,900 beta users in 125 companies got free, unlimited use in exchange for regular feedback and debriefing sessions. Everlaw continues to invest in proving their value proposition with a free [...]

By |2024-08-12T09:50:01-05:00August 12th, 2024|Analytics, Essay|0 Comments

eDJ Geek Guide: Legal Hold Reports

I received the following question through the new Geek Guides on how to export Purview Legal Hold reports and wrote up a fast overview of the new Legal Hold report in Purview eDiscovery (Premium) as well as a PowerShell script to pull the information. I have a big Purview eDiscovery legal hold validation project on my calendar, so expect that this Geek Guide page [...]

By |2024-08-08T12:12:21-05:00August 8th, 2024|Essay, Legal Holds, ESI Sources|1 Comment

Visualizing the Elements of Retrieval

While elbow deep drafting eDiscovery search guidelines and documentation for a client it occurred to me that someone had to have created a visual depicting the different aspects/elements that comprise enterprise search criteria. I tried Google/Bing/ChatGPT/etc. without luck. Even shot off a hail mary to my retrieval/AI mentor without luck. So I made the fast Venn diagram below (Enterprise Search guide page). Over the [...]

By |2024-08-06T15:47:06-05:00August 6th, 2024|Essay, ESI Sources, Search|1 Comment

BYOD Remote eDiscovery Integration Partnership

A global corporate compliance officer recently told me, “They do all the bad things on their phones.” While remote mobile device collection products entered the market a few years ago, initial utilization and case studies seem to have been dominated by big, complex ‘bet the company’ matters. This kind of long-term strategic integration partnership better supports corporate legal-compliance workflows where automation, dashboards and [...]

By |2024-07-30T11:32:16-05:00July 30th, 2024|Platform, News, Collectors, Legal Holds, ESI Sources|0 Comments

Time for Mobile Device Preservation Investments

If you do not follow Kelly Twigger’s newsletter and/or the eDiscovery Assistant service, you should. She gives us excellent analysis and on point commentary on this case highlights the complexities of mobile device (especially BYOD devices) preservation obligations and early preservation strategies. I have struggled with global enterprise clients to get them to understand how important critical ‘ad hoc’ mobile chat communications can [...]

First Steps to Leveraging Purview eDiscovery

“What do you recommend to enterprise legal teams wanting to use Purview?” That was my favorite question from yesterday’s eDiscovery Channel chat with Tom O’Connor and Doug Austin. We also delved into how Microsoft is redefining ‘documents’ and ‘custodianship’ in a collaborative architecture. I thought it worth while to formalize my general approach for incorporating Purview eDiscovery in your eDiscovery-Compliance lifecycle.               Getting Started [...]

By |2024-07-17T16:26:24-05:00July 17th, 2024|Platform, Essay, ESI Sources, Architecture|0 Comments

eDJ Geek Guide – Understanding Mailboxes

Did you know that there are at least 12 types of M365 mailbox ‘owners’ that may be relevant to your holds and collections? The new Mailboxes source page  in my evergreen Geek Guides condenses and reframes Microsoft’s exhaustive administrator documentation for discovery practitioners. It explains each different mailbox creator and gives the types of mailbox items that are stored in them. Comment or email [...]

By |2024-07-03T17:20:34-05:00July 3rd, 2024|Essay, Legal Holds, ESI Sources, Architecture|0 Comments

Peek-A-Boo! Teams File Preview

Users will now see preview images of Teams chat attachments without having to open them. I see the productivity and even security advantages of reducing file access, downloads, etc. The preview functionality does not work for files marked Confidential or that a user does not have access to. It does raise questions that I was not able to find answers for. Image from [...]

Microsoft Moves Your Meeting Transcripts

Do you use transcripts and AI generated summaries? Teams meeting transcripts have raised many eDiscovery, privacy and compliance questions since their introduction. Microsoft announced changes to transcript storage locations, default access permissions and more this month at Build 2024. I added my perspective notes to the Teams blast text below. June 12, 2024 Collaborative notes for channel meetings Work together with members of your [...]

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