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Cloud Watching: Strategies and Best Practices for Microsoft 365 Discovery

Written by Annie Malloy

Updated: Oct 19, 2023

Authors

Jennifer Knox

Director, Consilio Advisory Services

About Author

Jennifer is a Director in the Consilio Advisory Services Group. Jennifer’s broad data analytics and eDiscovery industry experience includes technical product and service delivery, largely in the Financial Services space. In these roles, Jennifer worked closely with Legal, Records Management, and Information Security teams to drive Legal and Information Governance technology strategy, while protecting critical enterprise information.

In her current role, Jennifer works with Consilio’s enterprise clients on a variety of eDiscovery and data management issues including sensitive data analytics, document categorization, and Office365 cloud functionality. Jennifer frequently speaks on these topics to clients and at industry events.

Jennifer previously managed the teams responsible for Consilio’s world-class operational and technology solutions, delivering fast, accurate, secure, and scalable data solutions for clients. Jennifer’s broad industry experience includes technical product and service delivery, largely in the Financial Services space.

In these roles, Jennifer worked closely with Legal, Records Management, and Information Security teams to drive Legal and Information Governance technology strategy, while protecting critical enterprise information. Additionally, Jennifer managed Legal Technology application development teams tasked with the delivery of patented technology to Legal, Compliance and Regulatory Audit divisions.

More from the author

Summary

Microsoft 365 was already widely-used before 2020, and the rise of remote work since then has caused adoption and use of this cloud-based solution to further increase. Today, understanding the functionalities – and limitations – of the Microsoft 365 environment and its search and discovery tools has become essential for legal teams. This paper reviews key things lawyers need to know about fulfilling their preservation and discovery duties in Microsoft 365.

In this Whitepaper

  • The importance of M365 as a source
  • The scope of preservation in the cloud
  • The evolving nature of ESI and its sources

Key Insights

  • How constant change is the new normal
  • How licenses limit creation and response
  • Why legal needs a set at the technical table

Summary

Microsoft 365 was already widely-used before 2020, and the rise of remote work since then has caused adoption and use of this cloud-based solution to further increase. Today, understanding the functionalities – and limitations – of the Microsoft 365 environment and its search and discovery tools has become essential for legal teams. This paper reviews key things lawyers need to know about fulfilling their preservation and discovery duties in Microsoft 365.

In this Whitepaper

  • The importance of M365 as a source
  • The scope of preservation in the cloud
  • The evolving nature of ESI and its sources

Key Insights

  • How constant change is the new normal
  • How licenses limit creation and response
  • Why legal needs a set at the technical table

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