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Purview eDiscovery Integration Partners

Can your eDiscovery Platform integrate with the M365 Purview eDiscovery API? This Geek Guide page holds a quick list of products either listed on Microsoft’s formal partner index or has briefed me in the past about their M365 integration capabilities. The API capabilities have been rapidly expanding and most are still in beta stage of release. The general API functionality columns are based [...]

By |2024-05-16T17:27:24-05:00May 16th, 2024|Essay, ESI Sources, Architecture, GeekGuide|0 Comments

Leveraging the Purview eDiscovery API

What can your eDiscovery Platform do through the M365 Purview eDiscovery’s new API? My recent blog covering the potential API fees for exports highlighted the risk of the traditional ‘pump and dump’ custodial approach to M365 ESI. The eDiscovery API can do a lot more than just bulk exports managed by many integration partners. I have multiple global corporate clients managing their in-place [...]

Purview eDiscovery Export Checklist

Where did that collection come from? I had a long Teams session with an old friend wrestling with certifying collections made by corporate clients. He raised many legitimate concerns regarding Microsoft 365 search limitations and source complexities. The conversation inspired me to create a fast Purview eDiscovery collection checklist to covering the overall decisions, scope, criteria and process. While I prefer formal protocols and [...]

By |2024-05-14T17:24:13-05:00May 14th, 2024|Essay, Compliance, Collectors, Legal Holds, Search, GeekGuide|0 Comments

Substrate – M365’s Hidden Compliance Service

Have you ever wondered how Microsoft conquered the challenges of federated enterprise search? They cheated. This post and many more are part of a new 'collaboration hub' that I am hosting on the eDiscovery Journal site to share quickly changing information and 'better practices' for enterprise eDiscovery (mostly M365 for now). While writing a "Purview eDiscovery for Dummy's" draft I realized that some of [...]

Understanding M365 eDiscovery API Export Fees

Surprise API bill, courtesy of Copilot eDiscovery platforms with Microsoft 365 collection integrations could create unexpected Microsoft fees for customers. While researching a new resource on the Microsoft eDiscovery API I stumbled over a $15/GB fee for exceeding your ‘seeded capacity’. Purview eDiscovery may meet the requirements of SMB companies with minimal litigation or regulatory profiles. Global corporations and highly regulated companies [...]

Hey Copilot, How Much Does My Boss Make?

Copilot’s retrieval capabilities may tempt disgruntled, departing or politically devious employees to fire off prompts for sensitive pricing lists, salaries, roadmaps and other corporate data jewels not secured appropriately. Copilot effectively empowers EVERY employee with a smart eDiscovery search tool. The key to managing this risk is a mature, flexible M365 group security program. Easier said than done. Security and investigators can access user [...]

By |2024-04-08T16:45:08-05:00April 8th, 2024|Analytics, News, Content Management, ESI Sources|0 Comments

eDJ Brief: Casepoint FOIA and Legal Holds

Casepoint has rolled out FOIA and Legal Hold modules to solve government and corporate pain points. The key value I see is the deep integration of complex task management workflows with the underlying eDiscovery platform. I have seen many tracking systems for FOIA, DSAR and other external information requests. Few integrate both repositories (M365, Google, Box, etc.) and eDiscovery platforms. Similarly, most Legal [...]

By |2024-03-12T16:23:31-05:00March 12th, 2024|Platform, Essay, Legal Holds|0 Comments

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 [...]

Microsoft @ LegalWeek 2024

eDiscovery has grown up. That was my first thought when I saw the manned Microsoft booth at Legal Week. Google and Amazon have yet to really engage with legal, compliance and governance markets. To be fair, my friend Jack Halprin delivered the Google Vault back in 2012, but it seems to have gone quiet since his passing in 2018. The Microsoft legal department and [...]

By |2024-02-28T14:19:20-06:00February 28th, 2024|Essay, Legal Holds, ESI Sources|0 Comments

Purview Legal Holds Report – Still No Item Statistics

Click to view full size As Mike McBride recently reported, M365 Purview(Premium) is rolling out a new aggregate report for legal hold locations. It finally arrived at my testing tenant. Unfortunately, it did not restore hold item counts, which I and my corporate clients have been requesting since they vanished from the Compliance Center. So what does the new report show and [...]

By |2024-02-26T14:28:15-06:00February 26th, 2024|Essay, Legal Holds|0 Comments
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