Automated Legal
Preservation for Microsoft 365

Epiq leverages its domain expertise to advise enterprises on implementing Microsoft 365 in-place preservation capabilities to automate compliance with their legal hold obligations



Over the past 15 years, Microsoft and other third-party software providers have offered solutions allowing enterprises to systematically retain data for legal hold purposes. Often this is managed by utilizing a disparate set of legal processes and information technology.

As a result, it is common to observe that data retained from these patchwork solutions isn’t
accurately removed from hold status after a legal obligation ends, or even worse, data isn’t
retained when it should have been due to a business process design or communication gap.

An automated solution using existing Microsoft 365 technology eliminates human error, reduces administrative costs, and ensures that in-place preservation processes are in sync with your issuance of legal holds.

Epiq Solution 

Epiq utilizes proprietary software to enable an automated solution within Microsoft 365 to utilize inputs from your existing legal hold system of record to (1) automatically create eDiscovery cases in Microsoft 365, (2) add custodians to each case, and (3) designate each data source for those custodians in a hold policy.

How Epiq Delivers Results

automated in-ploace preservation
customized advisory and support
reduce costs
design process workflows
As new matters are added to the legal hold system of record or revised for existing cases, the automated software will detect and synchronize updates for those changes. Each workflow action will generate a report allowing stakeholders to audit the accuracy of the processes.

As a Microsoft Gold partner, Epiq provisions industry-leading technology and executes mature project management principles to defensibly use Microsoft 365 Advanced eDiscovery.

Example Workflow


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