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How Microsoft 365 eDiscovery tools can improve your business operations

eDiscovery is a valuable tool that allows legal teams to work more efficiently with data mining and review sets. The software includes analytics, machine learning-based predictive coding models as well as 125GB worth of storage per user which can be used by all users on the platform–even those without an attorney license!

Verify and assign licenses

To verify and assign licenses with eDiscovery (Standard), the right organization subscription and per-user licensing are required. To use the hold and export features in the Microsoft Purview compliance portal, your business must have one of the following subscriptions: an Exchange online Plan 2 or Microsoft 365 E3 or Office 365 E3 subscription or higher. Microsoft 365 Frontline organizations require an F5 subscription. As for per-user licensing, users may only place an eDiscovery hold on mailboxes and sites if they are assigned one of these licenses.

Assign eDiscovery permissions

In order to gain access eDiscovery (Standard) or be added as a member on a case, a given user must be assigned the right permissions by being added as a member of an eDiscovery Manager role group in the compliance portal. Within the role group, there are two subgroups: managers and administrators. While the former can view and manage cases they create or are a member of, the latter can additionally view all listed cases, manage any case after adding themselves as a member, access and export case data for any case, and remove members from a case.

Create a case

To create a case and begin using eDiscovery, the user who creates the case is automatically added as a member. Unless the creator is the only person who requires access to the case, other users or role groups will need to be granted access as well. Note: if a role is added or removed from a role group that is a member of a case, the role group will be automatically removed in order to protect your company from accidentally providing additional permissions to members of a case.

Use eDiscovery in Microsoft 365 to collect, review, and export content

Microsoft’s eDiscovery tool in Microsoft 365 allows you to collect data from mailboxes and sites, review it, and export it in a variety of formats. This can be an extremely valuable tool for legal teams when conducting an investigation. It allows you to quickly gather relevant data and avoid having to sort through irrelevant information. Additionally, the analytics and machine learning-based predictive coding models offered by eDiscovery (Premium) can help further narrow the scope of an investigation.

Benefit from the use of eDiscovery tools in your organization

eDiscovery is a powerful tool that allows legal teams to manage and communicate with custodians involved in a given case. It also allows users to gather and copy data from the live service into review sets, rendering the culling of irrelevant data much simpler. Additionally, eDiscovery (Premium) provides analytics and machine learning-based predictive coding models to further narrow the scope of an investigation.


eDiscovery tools are an efficient way to save time and money while minimizing risks. The automation of data collection processes helps legal teams work more effortlessly by eliminating hours worth or manual labor, plus predictive coding can reduce review times dramatically because it incorporates machine learning techniques which give clear boundaries for searching fields in electronically stored information (ESI). Overall e-discovery provides many benefits including shorter resolving cases quickly; these 2 things alone mean that every business should consider implementing them into their workflow!

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