Microsoft 365 Not Answer

Microsoft 365 Is Not the Answer for eDiscovery: eDiscovery Best Practices

I’ve had a lot of people tell me that Microsoft 365 is not the answer for eDiscovery. But why? Amit Dungarani of Casepoint tells us why here!

His article (Why Microsoft 365 Is Not the Answer for eDiscovery and available for download here) discusses how four in five Fortune 500 companies now use M365. And, when you factor in the data management, compliance, and eDiscovery capabilities through Microsoft Purview, many organizations have even turned to M365 as their preferred eDiscovery technology solution to conquer the data avalanche.

After all, you have it already, right?

But using M365 to manage every part of the eDiscovery process might actually not be as efficient as you think, and could even be costing you valuable time and resources.

Amit looks at Purview’s three licensing levels for eDiscovery capabilities and then discusses seven reasons why Microsoft 365 is not the answer for eDiscovery. Here’s one of them:

License Requirements: While all three Purview licensing levels have basic capabilities, only eDiscovery (Premium) has the set of advanced features — including custodian management, legal hold notifications, advanced indexing, analytics, Optical Character Recognition (OCR), predictive coding models and more — most organizations would expect in an eDiscovery solution. So, your organization may have M365, but may need to pay more for the licensed version to access the eDiscovery features you need. Furthermore, suppose you’re willing to invest in the plans that unlock eDiscovery (Premium) capabilities — could you then effectively manage your discovery process with them?

So, what are the other six reasons Microsoft 365 is not the answer for eDiscovery? Check out Amit’s article here. You’ll need two hands to count all the reasons! 😉


So, what do you think? Does your organization use M365 for eDiscovery? Please share any comments you might have or if you’d like to know more about a particular topic.

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Disclosure: Casepoint is an Educational Partner and sponsor of eDiscovery Today

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by my employer, my partners or my clients. eDiscovery Today is made available solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Today should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.

One comment

  1. Points well argued but futile in the final analysis. This article brings to mind the many “Don’t go to the Cloud” warnings published ten years ago. All the impact those had! If four of five Fortune 500 companies now rely on M365, that’s where the bulk of discovery is going to occur–and must occur. Microsoft’s won (again) and we will simply have to do our thing within their infrastructure, at least for everything on the left side of the EDRM now, and let’s face it, end-to-end before long.

    Fortune 500 companies are not massively investing in M365 only to be told that they’ve got to export everything and pay a vendor to process and host. Vendors offering enhanced functionality must find ways to play nice with M365 or find themselves scrambling to serve that fifth Fortune 500 entity who hasn’t yet made the leap to M365 and the rabble they never wanted to serve who use Google and heaven knows what else.

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