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 [...]
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 [...]
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 [...]
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 [...]
“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 [...]
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 [...]
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 [...]
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 [...]
Doug Austin and Prosearch have been covering Recall privacy concerns. It is not surprising that the local Recall database is hackable. Many forensic peers would call that an ‘accessibility feature’ for discovery scenarios. Will savvy plaintiff counsel add language to their demand letters requiring Recall enablement and content preservation for key custodians in scenarios with ongoing behavior issues? This is essentially user ephemeral data. [...]
I may have to drop my ‘Microsoft has no memory’ tagline. Below is from my latest Geek Guide page covering Microsoft 365 eDiscovery and compliance sources, applications, exceptions and coping strategies. May 20, 2024 Microsoft announced a new generation of AI enabled Copilot+ PC's that would run preloaded AI models locally and provide extended AI functionality at the endpoint. For eDiscovery and compliance professionals, [...]