Purview Data Risk Assessment
for Law Firms
Enable Copilot at your law firm without putting data at risk.
Prepare to put AI to work in your law firm with a structured Microsoft 365 and AI risk discovery engagement that prepares the firm for Copilot and AI adoption. Gain visibility into sensitive client and matter data across Microsoft 365, uncovering oversharing, external access, and data gaps that impact Copilot readiness and confidence.
Identify Risk
Gain clear visibility into where AI and Copilot introduce risk.Establish a Defensible Baseline
Align security, governance, and innovation teams.Make Informed Technology Decisions
Leverage real data risk, not assumptions or generic best practices.Find All Data
Gain insight into where client and matter data lives outside your document management system (DMS).Key Features
- Gain visibility into where client and firm data lives and how it is shared with a review of Microsoft 365 workloads, including Teams, SharePoint, OneDrive, and Exchange.
- Understand where sensitive information exists across the firm by identifying data using Purview Sensitive Information Types and Trainable Classifiers.
- Reduce Copilot and AI exposure risk through an oversharing, external access, and permission sprawl analysis.
- Improve AI quality and defensibility by assessing data age and identifying redundant, obsolete, and trivial (ROT) content.
- Establish a clear baseline of AI readiness and exposure with an evaluation of how Copilot and AI interact with existing firm data.
- Identify where AI may surface inappropriate or outdated information by reviewing permissions, sharing models, and content reuse patterns.
- Improve Copilot accuracy and usefulness by identifying data quality, classification, and lifecycle gaps that impact AI outcomes.
- Lower AI risk and contain costs through ongoing data hygiene by remediating over-retained, stale, and trivial information.
- Ensure governance aligns to real AI usage through mapping information governance considerations to Copilot and AI scenarios, including matter and collaboration content.
- Enable practical governance actions with recommendations for retention policies and labels based on law-firm best practices.
- Build cross-functional alignment and shared ownership through facilitated workshops with IT, security, information governance, and innovation stakeholders.
- Enable confident leadership decisions by translating technical findings into clear legal, risk, and business impacts.
- Create consensus on priorities and outcomes with alignment on what AI readiness means for the firm.
- Support informed planning and sequencing by reviewing relevant Purview capabilities in context.
- Provide a clear path forward for AI readiness with a prioritized, phased Purview roadmap.
- Focus effort where it matters most through sequenced actions based on firm risk, readiness, and AI objectives.
- Avoid over-engineering and disruption by distinguishing quick wins from longer-term initiatives.
- Enable confident next steps with a clear starting point for Copilot readiness and future Purview expansion.
Law firm
expertise.
Practical
risk-based approach.
Partnerships
with Microsoft, ILTA, iManage, and Intapp.
Integrated
holistic solutions.
Prepare your law firm for Copilot and AI adoption.
Transform Data Into a Strategic Asset With an Award-Winning Partner
