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eDiscovery Workflow and Automation

Streamline the entire discovery process, enabling efficient data retrieval and analysis while ensuring compliance with legal requirements.

As data and processes move to the cloud, legal and compliance professionals need visibility and control over in-place preservation and hold notifications. Without proper oversight, platform technology and the systems of record won’t be in sync, resulting in risk of data retention failures, unintended data deletions, and other legal and compliance issues.

Microsoft 365 eDiscovery Services

Our solution enables organizations to manage legal holds and eDiscovery in the cloud, specifically leveraging Microsoft 365. By automating in-place preservation and providing advisory services across the Microsoft eDiscovery portfolio, we empower customers to implement best practices and ensure compliance with legal requirements. This mitigates risks and streamlines the entire data management process, providing greater efficiency, accuracy, and peace of mind for our valued clients.​

Legal hold

Legal Hold Preservation Assessment​

Identifies discrepancies between Microsoft's allowed holds and the system of record, mitigating risks of data retention failures and unintended data deletions.​​


Legal Hold Automation

Eliminate any manual efforts, saving time, improving accuracy, and enabling easy quality control.​


Third-Party Legal Hold Software Implementation​

Partnering with legal and IT teams to implement third-party legal hold software, optimizing data preservation and legal compliance.​​


Comprehensive Advisory of Microsoft Purview eDiscovery Portfolio ​

Includes pre-made workflows, runbooks, best practice training, and seamless integration with proprietary tools for efficient downstream workflows.​​

Chat connector

Epiq Chat Connector​

Streamline compliance and eDiscovery functions for data managed within Microsoft Teams and mobile devices.



Without the right tools and processes in place, organizations can face delays, costly penalties, and weakened defense against claims.

Epiq works alongside our clients to overcome their biggest information governance challenges and to ensure that downstream eDiscovery processes remain efficient, cost-effective, and defensible.​

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