Many of my clients struggle to manage M365 Purview eDiscovery matters, holds and custodians. The Five Star Legal team’s eDig365 Reporter app can be purchased for $2,500/month directly from the Microsoft Commercial Marketplace. It addresses many of the management, tracking and audit pain points experienced by corporate legal teams that rely on Purview eDiscovery directly or through an integration to their eDiscovery platform like RelativityOne, Exterro, Everlaw, Reveal and others.
Functionality:
- Cross-Case Reporting: Centralized visibility across legal holds, searches, exports, and custodians.
- Search Metrics Reporting: Retain historical metrics on holds and searches.
- Custodial Data Sources: Map potential mailboxes, OneDrives, Teams and SharePoint sites that custodians own or are a member of.
- Over-held Custodian Management: Identifies individuals and locations with over-held data to reduce unnecessary exposure and costs.
- Hold Remediation: Quickly spots failed or incomplete holds with helpful context.
- Search History: Tracks search iterations, including data volumes and item counts.
- Audit Trail Tracking: Delivers readable, defensible audit trails for every case, search, and hold.
- Immutable Purview Actions: Security and compliance of user actions.
That last point is critical. Default M365 logs expire after 180 days. eDig365 offers tools to selectively report on search targets (like executive or BoD communications) and criteria to detect potential misuse of Purview’s powerful capabilities. Effectively, eDig365 gives Purview eDiscovery a memory that covers deleted searches and matters.
While you can manually navigate to see custodian groups and sites in the latest Purview UI, customers have had to rely on PowerShell scripts or custom solutions to get attorney reports of potential data sources to support hold scoping and interviews. eDig365 brings potential sources and current holds into context with reports instead of navigating each custodian and copying down their sources.
Details:
- eDig365 app, database and reports are stored within the customer Azure tenant.
- eDig365 is restricted to read-only rights and actions. It cannot alter records or data. Information access without releasing the keys to the kingdom.
- Purchase and installation is from the Azure marketplace at $2,500/month.
- The team created a configuration tool to ease the Azure managed identity registration process.
- Currently the application manages user security for access.
- SOC 2 compliant.
Many eDiscovery platforms have integrations using the Graph API to execute holds, searches and even exports to that platform. Many register these actions in the Purview eDiscovery UI. Understandably, Microsoft limits the Graph API functionality supported for external integrations. There are still things that can only be done within the tenant with PowerShell and direct access. The Five Star Legal team has leveraged the broader internal capabilities to access, normalize and present information from multiple sources for contextually integrated reports. Professionals managing hundreds of matters, holds and investigations need an indelible record to defend their process. This is another potential tool in the enterprise eDiscovery toolbox.
Briefed by:
Greg Buckles wants your feedback, questions or project inquiries at Greg@eDJGroupInc.com. Reach out for a free 15 minute ‘Good Karma’ call if he has availability. He solves problems and creates eDiscovery solutions for enterprise and law firm clients.
Greg’s blog perspectives are personal opinions and should not be interpreted as a professional judgment or advice. Greg is no longer an investigative journalist and all perspectives are based on best public information. Blog content is neither approved nor reviewed by any providers prior to being published. Do you want to share your own perspective? Greg is looking for practical, professional informative perspectives free of marketing fluff, hidden agendas or personal/product bias. Outside blogs will clearly indicate the author, company and any relevant affiliations.
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