ESI Sources

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

Preservation – First Do No Harm

20 years after Zubulake v. UBS Warburg, LLC, 217 F.R.D. 309, [SDNY 2003] I still encounter corporate counsel issuing ad hoc legal hold notices without automated preservation in place across their data assets. Judge Scheindlin’s adverse inference ruling was the eDiscovery shot heard by every corporate counsel, though many put their heads right back in the sand. Legal hold technology acquisitions, product/feature launches [...]

By |2024-02-21T14:36:39-06:00February 21st, 2024|Essay, Legal Holds, ESI Sources|0 Comments

M365 Roadmap: January 2024

I really should have done January before the LegalWeek craziness. Microsoft made 391 new or updated roadmap items with a couple that should be on your radar. The Purview team told me to watch for the new Purview eDiscovery (Premium) legal hold reports due to hit GA end of February. This has been a pain point since the platform stopped reporting metrics on [...]

By |2024-02-06T15:15:08-06:00February 6th, 2024|Essay, Content Management, ESI Sources, Architecture|0 Comments

ModeOne to Relativity – Devil is in the Details

At first glance I thought, “Fantastic! I have RelativityOne clients begging for this!” Last July ModeOne  announced a direct partnership with Exterro and it is good to know that their technology will be accessible for other platforms. However, it appears that it will only be available via the 3 service partners for the next 12-months. I will nail this down in my briefing [...]

By |2024-01-18T16:53:31-06:00January 18th, 2024|News, Collectors, Legal Holds, ESI Sources|0 Comments

M365 RoadMap: December 2023

Q3 has been relatively quiet for major Purview eDiscovery releases. The primary area that eDiscovery peers should watch is the steady integration of CoPilot generative AI and Loop content across the M365 suite. In response to a recent request, I did run fast tests to confirm that Teams meeting transcripts are searchable and seem to still be stored in hidden folders within the [...]

By |2024-01-04T14:29:13-06:00January 4th, 2024|Essay, Content Management, ESI Sources|0 Comments

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 [...]

Custodianship in a Collaborative Age

Preparing for David Horrigan's 'The e-Discovery State of the Union' at Relativity Fest 2023 nudged me to write an article that asks: "Has collaborative ESI broken the traditional concept of custodianship? Putting aside collaborative messaging ESI, collaborative ‘documents’ or workflows may challenge the traditional possession, custody or control tests for admission of evidence in legal proceedings. Beyond authentication, practitioners should assess and adapt their [...]

By |2023-09-21T12:18:13-05:00September 21st, 2023|Essay, Collectors, ESI Sources, Architecture|0 Comments

Relativity Fest 2023

Join me in Chicago for David Horrigan’s annual “The e-Discovery State of the Union” session! It is a fast paced exploration of hot topics, usually in a game show format. I am looking forward to meeting peers, briefing with Relativity partners and generally getting the market pulse. Provider and peers wanting to brief me on their latest release or get my insight on their [...]

By |2023-09-05T10:52:41-05:00September 5th, 2023|Essay, Collectors, Legal Holds, Content Management, ESI Sources|0 Comments

Tracking the Impact of the Microsoft Roadmap

eDJ has launched a curated guide to the Microsoft Roadmap for eDiscovery peers. Microsoft’s live development Roadmap had 405 feature updates in August. I have the RSS feed directly connected to a Teams channel via a Power Automate flow to alert me on every change. That is a lot of new input to process every day via RSS or even using the Roadmaps [...]

By |2023-09-01T11:36:12-05:00September 1st, 2023|Essay, ESI Sources, Architecture|0 Comments
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