Microsoft Purview
Legal Hold Solutions

Automated Legal Preservation for Microsoft Purview eDiscovery

Epiq leverages its domain expertise to advise enterprises on implementing eDiscovery 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-place preservation using Microsoft APIs to automate legal hold process.
customized advisory and support solutions designed to match the enterprise's unique requirements.
reduce costs by leveraging Microsoft 365 licensing within the enterprise.
processes workflows, naming conventions, quality controls, and disposition methodology.

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 eDiscovery (Premium).

Example Workflow

document request goes to legal/compliance, action is taken in existing preservation management system and then goes to Epiq's automated legal preservation, then to the cloud.

Legal Hold Migration to Microsoft 365

Epiq Enables Enterprises to Migrate Existing In-Place Preservation Technology to Microsoft Purview eDiscovery (Premium)

As enterprise productivity applications, legal technology, and compliance requirements evolve, Microsoft and other third-party software providers continue to enhance the tools and methods available for systematic preservation of data for legal holds. Over time, enterprises often manage data preservation utilizing multiple solutions from disparate processes and technology.

These patchwork solutions increase the associated security and compliance risks of in-place preservation, legal hold management, and the administrative cost associated with these requirements. Using multiple systems to manage holds can also lead to inadvertent data loss associated with human error or gaps in processes.

Organizations that have standardized on eDiscovery (Premium) to manage in-place legal holds can eliminate many of the risks associated with patchwork solutions by moving all legacy legal hold preservation methods to a single solution.

How Epiq Delivers Results

analyze costs
design migration process workflows
migrate existing legal holds to Microsoft 365
reduce costs.

Epiq works with legal and IT stakeholders to determine the most efficient and cost-effective approach to issuing legal holds, including evaluating and implementing 3rd party legal hold solutions. For organizations with processes already established, an assessment is performed and recommendations for process optimization are provided (along with an implementation road map).

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 the migration, naming conventions, and implementation strategy. Epiq’s proprietary software, customized for each specific client migration, migrates in-place preservation hold policies to eDiscovery (Premium).

Example Supported Migration Paths

  • Microsoft Purview eDiscovery (Standard) to eDiscovery (Premium)
  • Exchange In-Place Holds to eDiscovery (Standard and Premium)
  • SharePoint eDiscovery Center to eDiscovery (Standard and Premium)
  • Exchange Litigation Holds to eDiscovery (Standard and Premium)

Featured Insight

Epiq helps eliminate inadvertent data spoliation while reducing personnel legal hold preservation co

Featured Insight

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