A Guide to Using Microsoft Purview for eDiscovery

January 17, 2023

The process of eDiscovery is becoming more important as the amount of electronically stored information (ESI) increases and more legal proceedings rely on electronic files as evidence. Many law firms, government agencies, corporations, and other organizations utilize solutions such as Microsoft Purview for eDiscovery.

This article serves as a guide to using Microsoft Purview for eDiscovery and explores how it makes the eDiscovery process more efficient, less costly, and more accurate when identifying relevant documents.

What is eDiscovery?

Electronic discovery (eDiscovery) is the process of identifying and delivering electronically stored information (ESI) to be used in legal cases. The eDiscovery process can be complex because many file types can be used e.g., emails, voicemails, chat messages, videos, databases, etc. For large organizations, it would be almost impossible to complete a thorough eDiscovery without using technology to facilitate the process.

Using Microsoft Purview for eDiscovery

Microsoft Purview is a records and information management suite of tools that help organizations with eDiscovery. These tools are aimed at making the process of eDiscovery more efficient and cost effective. For example, Microsoft Purview allows you to search mailboxes and sites in the same search, then export results to save you time.

Microsoft Purview helps in the discovery of data across Microsoft 365, SharePoint Online, OneDrive for Business, Azure, Microsoft Teams, Yammer, PST files, and other sources. It also enables users to search through content like email attachments or messages stored in SharePoint repositories.

Some Features of Microsoft Purview for eDiscovery:

  • Produce reports that provide insights into the type of data stored in an organization’s digital repository.
  • Assign specific searches to be associated with specific cases.
  • Add specific people and data sources to cases so their information is automatically connected when it is collected.
  • Set up legal hold notifications to track when documents have been received, read, and acknowledged by custodians of the case.
  • Search, filter, tag, and analyze your data, as well as track and report which content is uploaded to your review set.

Features like “Find & Review” help you find relevant documents in less time, while “Report Builder” simplifies the creation of reports. These are just some of the features and benefits that Microsoft Purview offers to help your organization be more efficient and effective in its eDiscovery process.

Using a solution like Microsoft Purview for eDiscovery is worth the investment to streamline your legal processes and retrieval of relevant documents.

Skyrocket Your Records and Information Management Strategy

Elantis’ team of information management experts has a proven methodology combined with extensive experience working with public sector and government organizations, which enables us to fully understand your environment, your needs, and your long-term objectives.

If you are exploring eDiscovery options, Elantis can help. Contact us to request a free consultation or join us on February 7, 2023 at our Lunch and Learn event in downtown Vancouver, BC. Private sector organizations can register here. Public sector organizations can register here.


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