Moving data throughout the e-discovery process – handoffs between various software applications and teams – increases cost, reduces efficiencies and could introduce risk. From legal hold, to collection, processing, review and production, it’s not uncommon for corporate legal teams and their law firms to move data in and out of half a dozen software tools.

With Microsoft 365 managed services from FTI Technology, e-discovery is conducted where the data resides. Companies can create, manage, collect, then cull and review data using advanced analytics, all while still within Microsoft 365. Combining the Microsoft 365 Advanced eDiscovery features with FTI Technology’s expert managed services, corporations can manage every step within the Electronic Discovery Reference Model (EDRM) in one place, and greatly reduce the cost, time and risk of e-discovery.

Secure and Proven Managed Services

From workflow design, project management and staffing, FTI Technology can manage the whole e-discovery process with a flat and transparent monthly pricing model. The FTI Technology managed service team, building upon years as a leading global provider of both forensic investigations and managed review, employs defensible methodologies to access the client’s Microsoft 365 cloud tenant via VPN or SAML with login credentials. Depending on the client’s needs, the FTI Technology team can help establish and execute retention and legal hold policies, conduct the complete e-discovery process and perform ongoing information governance audits.

In-Place Advanced eDiscovery

The Advanced eDiscovery features within Microsoft 365 help to dramatically reduce the cost and risk of legal and regulatory matters. Built-in capabilities help users easily manage the process — including case management, search, hold, analyze and export— and respond quickly to legal and regulatory matters. Data volumes are quickly reduced by finding near-duplicate files, reconstructing email threads, and identifying key themes and data relationships. Advanced features, including machine learning, predictive coding and text analytics, helps to intelligently explore datasets, quickly zero in on relevant materials and conduct a first-pass review. If additional review is necessary, data is easily exported to a third-party application for review.

Expert Managed Review

Our managed review experts deliver comprehensive legal review globally, from initial project planning to completion of your matter with laser focus on review effectiveness. We deliver efficiency at every step ensuring provision of key information early in your case and frequently throughout the review. This enables your teams to defensively manage your matter, deliver quality results and drive cost reduction.

Our workflows combine the Advanced eDiscovery technology and specialized teams required for projects of any magnitude – all in direct collaboration with counsel. We recruit and retain our own review attorneys, including foreign language experts, who are trained on our platform and processes, and a variety of case types ensuring any review can be efficiently executed with confidence.

Microsoft 365 Migration and Information Governance Services

In addition to Microsoft 365 managed services, FTI Technology can help Microsoft 365 users with:

  • Data migration: Safely migrate data from legacy archives to Microsoft 365 while active cases are underway
  • Data remediation: Defensibly delete redundant, obsolete or trivial (ROT) information to reduce cost and data breach risk
  • Legal hold: Update policies and ensure existing holds are maintained during the migration
  • Data privacy: Adhere to data privacy regulations impacting how and where sensitive information is stored and transferred

Technical Expertise and a Focus on Defensibility

FTI Technology’s Information Governance, Privacy & Security team, which includes professionals with experience deploying Microsoft 365 within Fortune 1000 companies, addresses key corporate data challenges with safety and defensibility by mining, storing, migrating and disposing of corporate data. In addition, IG&CS has expertise designing and implementing defensible e-discovery and information governance policies that are cost-effective and do not disrupt business operations. FTI Technology has been recognized as a leader in information governance software and services across the legal industry, including acknowledgement from the National Law Journal, Corporate Counsel and Computer Technology Review.

Trusted Global Leaders in Information Governance, E-Discovery, and Investigations

FTI Technology’s Information Governance Services are tailored to the specific needs of each client and the FTI team offers deep experience in delivering tangible results in the context of investigations, litigation, mergers and acquisitions, regulatory issues, reputation management and restructuring. Our professionals, including forensic experts, corporate investigation specialists and technology and e-discovery professionals, are industry leaders experienced in many of the largest e-discovery matters of the past decade.

Microsoft 365 Migration Services

Defensible Microsoft 365 migration and remediation for compliance with legal and regulatory requirements.

Migrating data from on-premises legacy systems to Microsoft 365 can be a challenge, yet it provides companies with a rare opportunity to update e-discovery and information governance processes and technology.

FTI Technology now teams with Microsoft to provide data governance and discovery consulting and services for Microsoft 365 users, assisting companies with a broad range of needs around Microsoft 365 usage to ensure legal and regulatory activities remain cost-effective and defensible, including:

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Microsoft 365 evaluation

Choose the right license and potential ancillary software to meet your organizational requirements

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Data migration

Safely migrate data from legacy archives to Microsoft 365 while active cases are underway

Data remediation icon
Data remediation

Defensibly delete redundant, obsolete or trivial (ROT) information to reduce cost and data breach risk

Regulatory assistance icon
Legal hold

Update policies and ensure existing holds are maintained during the migration

Regulatory assistance icon
Data privacy

Adhere to data privacy regulations impacting how and where sensitive information is stored and transferred

FTI’s global expertise in legal, regulatory and technical matters make it uniquely suited to help organizations implement Microsoft 365 so that legal and regulatory requirements are not only accounted for, but are streamlined for easier and more cost-effective management.

Legal Hold and E-Discovery Optimization

Updating process and technology to reduce cost and risk.

As your organization migrates to Microsoft 365™, how can you ensure that your legal hold and downstream e-discovery processes remain efficient, cost-effective and defensible?

FTI Technology’s Information Governance & Compliance Services can help organizations update their legal hold, preservation and e-discovery processes prior, during or post migration to Microsoft 365.

Customized services may include:

  • Interviewing and partnering with an organization’s IT, Information Security and Legal departments to ensure input and transparency with key stakeholders on policy development and implementation
  • Modernizing the legal hold program for Microsoft 365 and more accurately scoped preservation requirements
  • Collaborating with IT and Legal to develop defensible policies around mailbox quotas, auto-deletion, data archiving, automatic classification, retention settings, as well as search and retrieval processes
  • Evaluating the pros and cons of various collection methodologies for the organization, including Microsoft 365 collection features, third-party collection software and archiving software collection tools
  • Scanning “BYOD” devices before employees leave the organization to identify and remediate sensitive data, including Personally Identifiable Information (PII) and trade secrets
  • Moving e-discovery’s “analysis” process upstream, even prior to preservation, to understand key facts sooner
  • Utilizing analytics and reporting on data volumes and key concepts to better arm outside counsel in Meet and Confer and settlement negotiations

FTI Technology’s Information Governance Services are tailored to meet specific client needs. Whether you need a trusted advisor to assist with evaluating a new technology, designing workflow, conducting a quick audit or a complete transformational service, FTI Technology can right size the approach for you.

Technical Expertise and a Focus on Defensibility

FTI Technology’s Information Governance & Compliance team, which includes former in-house legal professionals with experience deploying Microsoft 365 within Fortune 1000 companies, addresses key corporate data challenges with safety and defensibility by mining, storing, migrating and disposing of corporate data. In addition, the team has expertise designing and implementing defensible e-discovery and information governance policies that are cost-effective and do not disrupt business operations. FTI Technology has been recognized as a leader in information governance software and services across the legal industry, including acknowledgement from the National Law Journal, Corporate Counsel and Computer Technology Review.

FTI Microsoft 365 Services Case Study

A private manufacturing company wanted to modernize its systems and adopt a cloud-first strategy, including a move to Microsoft 365, but the legal team needed to make sure that the company’s long-term governance and compliance needs would be met. FTI Technology stepped in to help determine whether Microsoft 365 alone would be sufficient or if the addition of third party tools was necessary, performing a series of interviews across teams, gathering requirements and creating a detailed gap analysis. Pleased with the results of the analysis, the company then engaged FTI to perform the Microsoft 365 deployment and integrate the necessary third party governance tools. Bundling these services allowed FTI to implement a consistent program with long-term defensibility and reduce IT costs for the manufacturing company.