Microsoft Purview eDiscovery services for legal hold, case management and investigation workflows
We help organisations implement Microsoft Purview eDiscovery (Standard and Premium) so internal legal, compliance and security teams can preserve, search, analyse and export electronic content in support of investigations and regulatory requirements.
This service configures end-to-end eDiscovery workflows within Microsoft Purview, from case setup and legal hold through collections, review set management and export to support defensible discovery outcomes.
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Service Overview
Highlights
- Case creation and management
- Legal hold configuration
- Search and collection workflows
- Review set filtering and export
Business Benefits
- Preserve content relevant to legal and compliance matters
- Organise and control eDiscovery cases
- Enable sophisticated review workflows for large datasets
- Support regulatory and litigation readiness
Typical use cases
- Internal investigations involving employee data
- Legal discovery for litigation and regulatory matters
- Human resources compliance reviews
- Information governance and risk management
Objectives & deliverables
What Success Looks Like
- Establish eDiscovery cases in Purview
- Configure legal holds for specified custodians and content locations
- Define search queries and collect content
- Export responsive data for review and analysis
What You Get
- Configured eDiscovery cases
- Legal hold policies and data preservation
- Search and collection criteria definitions
- Review sets and export packages
How It Works
- Assess organisational eDiscovery requirements
- Set up case structures and permissions
- Create legal holds and initiate searches
- Execute export workflows and produce review datasets
Engagement Options
- Standard eDiscovery Implementation
- Premium Review Set Enablement
- Legal Hold Workshop
- Export Readiness and Reporting Service
Additional Information
Prerequisites & licensing
Before starting, confirm that you have Microsoft Purview compliance roles and the required licensing for Standard or Premium eDiscovery workflows.
- Purview compliance administrator or comparable role access
- Defined custodians and content scope
- Licenses covering Standard or Premium eDiscovery
- Stakeholder alignment on legal and compliance requirements
Security & Compliance Notes
- Legal holds preserve data across locations and may impact normal retention policies
- Sensitive data access should be controlled through least privilege principles
Common Bundles
Customers who use this service often bundle with these services
Communication Compliance
Detect and govern risky communications across email and collaboration channels with policy driven reviews, escalation workflows, and privacy aware operational controls.
Security & Compliance Workshops
Interactive workshops covering security and compliance fundamentals, regulatory requirements, risk assessment techniques, and practical controls for consistent organisational understanding.
Compliance Evidence Packs
Compile audit ready compliance evidence packs capturing configuration proof and operational records for Microsoft 365 and Azure environments.
Documentation Packs & Runbooks
Create professional documentation packs and runbooks that make deployments, migrations and daily operations supportable, auditable and consistent teams.
Data Lifecycle & Records Management
Implement Microsoft Purview data lifecycle and records management to retain, dispose, and govern content consistently across Microsoft 365.
Frequently Asked Questions
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