Platform

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 with Walgreen Co.’s Adam Rouse

Walgreens’s Sr. Counsel and Director of eDiscovery Operations Adam Rouse discussed using Relativity’s integration with Microsoft 365 for collections and legal holds at Relativity Fest. Walgreens’ eDiscovery team evolved from Adam’s prior role supporting compliance and IT security teams. His deep technical background translates to a very tech forward team comfortable with Powershell and other admin tools. While the Walgreens’s team may have more [...]

By |2024-10-29T15:10:43-05:00October 31st, 2024|Platform, Essay|0 Comments

Sessions of Note: Relativity Fest 2024

2024 was my year to attend the great sessions. That was the idea when I got a late start booking briefings and interviews. A last-minute wave of requests derailed most of my session plans, but I wanted to share my summaries and highlights from the few I attended. Did I miss some good ones? Yes, I did. So write up your own highlights to [...]

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 [...]

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

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

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 [...]

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 [...]

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
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