Microsoft Purview
Legal Hold Solutions

Automated Legal Preservation for Microsoft Purview eDiscovery

Epiq leverages Microsoft domain expertise to advise enterprises on implementing and automating eDiscovery in-place preservation capabilities to comply with their legal hold obligations.

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Historical Background

Incomplete & disparate set of legal processes and technologies

Incomplete data retention

Gaps in business process designs and/or communication

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Today with Microsoft Purview

Microsoft 365 Purview reduces human error

Epiq’s Automated Preservation solution reduces administrative organization costs

Synchronized in-place preservation processes

Epiq Solution

Epiq utilizes proprietary software to enable an automated solution within Microsoft 365 based upon inputs from your existing legal hold system of record to:

Automatically create ediscovery cases
Automatically add custodians
Automatically designate data sources

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 with those changes. Each workflow action generates a report allowing stakeholders to audit the accuracy of the processes.

Example Workflow

Microsoft Purview Workflow

Legal Hold Migration to Microsoft 365

Organizations with standardized eDiscovery (Premium) for managing in-place legal holds can reduce risks associated with patchwork solutions by moving all legacy legal hold preservation methods to a single solution.

How Epiq Delivers Results

Epiq works with Legal and IT stakeholders to:

analyze costs
Design migration workflows
Migrate existing legal holds
reduce costs

Epiq Solution

Epiq works with your legal department to assess the hold requirements and plan a defensible migration. This process uncovers decision points regarding:

The extent of migration
implementation strategy

Epiq’s proprietary software, customized for aeach client, migrates in-place preservation hold policies to eDiscovery (Premium).

Examples of Supported Migration Paths include:

Microsoft Purview
in-place holds
litigation holds

Contact Epiq today for assistance with your processing and hosting needs.

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