ESI Sources

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 [...]

Microsoft Recall = User Ephemeral ESI

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. [...]

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 [...]

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

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
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