Modern eDiscovery is rapidly evolving as cloud collaboration and AI expand the volume, variety, and complexity of corporate data.
This session will provide corporate legal teams with a practical overview of key considerations when managing eDiscovery in Microsoft 365, followed by a detailed Microsoft Purview eDiscovery walkthrough. Netrix and Microsoft experts will share best practices for legal holds, targeted search and collections, defensible exports, and reporting to help streamline workflows, reduce risk, and support efficient, compliant discovery.
How Cloud & AI Are Reshaping Modern eDiscovery
1. The New eDiscovery Reality
- How cloud collaboration and AI have transformed enterprise data creation
- Explosion of collaboration tools leading to data sprawl and higher data volumes
- Why traditional, custodian‑based eDiscovery models are under pressure
2. Legal & Cost Challenges in an AI‑Driven World
- Limited case law and evolving guidance around AI‑generated data in discovery
- Rising discovery costs driven by volume, complexity, and velocity of data
- The importance of defensible, risk‑aware eDiscovery strategies
3. Key Considerations for Microsoft 365 eDiscovery
- Shift from “custodians” to collaboration‑centric data (Teams, groups, shared workspaces)
- Understanding your data landscape:
- What data is created
- Where it lives
- How metadata changes
- What is accessible through Microsoft Purview eDiscovery
- Risk evaluation, testing, and planning for new tools and agile platform updates
4. Microsoft Purview eDiscovery: Practical Walkthrough
- Legal holds in a collaboration‑first environment
- Search fundamentals and building effective searches
- Search options, scoping, and reporting
- Review Sets: analytics, filtering, and tagging
- Export workflows: export options and defensible data delivery
5. Key Takeaways & Next Steps
- Aligning legal, IT, and security teams for modern eDiscovery readiness
- Building defensible processes as AI and collaboration tools continue to evolve
- Preparing your organization for what’s next in cloud‑based discovery
Speakers:
Jeff Hays, Principal Security Architect, Netrix Global
Heather Eckman, CEDS - Data Security Solution Engineer, Microsoft
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