eDiscovery, Data Lifecycle & Records Management

In regulated industries or litigation-prone environments, lifecycle control and discovery readiness are paramount. This offering merges records management with eDiscovery and legal hold workflows, helping you retain, protect, and retrieve sensitive content as needed.

Our professional services help organizations implement and optimize Microsoft Purview’s capabilities for managing the full information lifecycle—enabling classification, retention, records management, eDiscovery, and defensible deletion within Microsoft 365.

We provide:

Environment Assessment – Evaluate existing data governance and compliance posture

Solution Setup – Configure retention labels, policies, records management, and eDiscovery tools

Operational Readiness – Train teams and deliver documentation for effective ongoing use

With expert guidance and proven frameworks, we support customers in meeting regulatory requirements, reducing risk, and maximizing the value of Microsoft 365 compliance solutions.

We begin with a discovery and planning phase to align with your legal, compliance, and records retention requirements. A records taxonomy is created, with retention labels mapped to business content types such as contracts, financial records, or HR data.

Auto-apply rules are configured using metadata, content types, and keywords. Immutable records (where required) are enforced with record declaration policies. Disposition workflows are designed to include approvals, documentation, and audit trails.

On the eDiscovery side, we configure Microsoft Purview’s eDiscovery (Standard or Premium), set up case management, assign custodians, and define search queries and review sets. Legal hold workflows are documented, and integration with Insider Risk or Communication Compliance modules is enabled if needed.

Training is delivered to records managers, legal stakeholders, and compliance officers to ensure full operational understanding. Governance documentation is created for process standardization and audit readiness.

Deliverables: • Records retention taxonomy and policy configuration • Auto-apply retention labels and disposition settings • Immutable records and record declaration policies • Disposition workflows with audit tracking and approvals • eDiscovery case setup and search configuration • Legal hold procedures and documentation • Training for legal, records, and compliance teams