Early Data Assessment

    Early Data Assessment allows initial reviewers to quickly parse out information that is most relevant to a case or investigation. Effectively targeting review from the outset reduces the data sent to downstream review tools like Relativity, saving time and maximizing spend. This allows legal teams to focus on the key documents that matter most to each case.

    Proper early identification accelerates the entire review process while reducing unnecessary workloads. 

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    The Problems    |     How We Help     |     Related Resources     |     Related Blogs


    The Problems

    Enterprises not being proactive about Early Data Assessment are raising their operational costs and straining their resources which can both risk the legal matter at hand. By implementing the correct workflows ahead of time, legal steams can be set up for efficient and effective eDiscovery. 

    EDRM Workflows

    Enterprises require a solid EDRM workflow to perform eDiscovery requests efficiently. Effective Early Data Assessment allows enterprises to filter out as much unnecessary data as possible during the initial EDRM stages.

    Limitations of Current Tools

    Tools like Purview do not have adequate tools to perform early case assessment. Data generated by messaging platforms, CRMs, and collaborative software are compulsory to perform thorough legal review.

    Exorbitant Time to Review

    Large, unfiltered data sets take a long time for legal resources to review. This is a waste of valuable resources and a bottleneck for critical decision-making.

    Hyperlinked Files

    Content within Hyperlinked Files, like those sent between collaborators on Google Workspace or SharePoint may be essential to a case, and are impossible to find on Purview. Additionally hyperlinked files may not be assigned to a custodian, even if they made changes to the document, so relevant files may exist outside of a custodian hold. Learn more about legal holds and how to perform them in M365.

    Early Data Assessment

    Early Data Assessment requires a proactive approach because by the time a legal team is overwhelmed, it is too late; The costs have already escalated and time-sensitive matters are being delayed. A structured Early Data Assessment process is required to cull irrelevant data early in the EDRM process and streamline review.

    How We Help

    At Cloudficient we provide our customers with some powerful ways to identify and cull data rapidly to speed up the review process. Within Expireon users can set up cases, apply legal holds, perform content searches, and export that data to a downstream review tool. This first-level culling ensures that all of the correct information makes it into the hands of legal teams with as little superfilious information as possible. 

    Expireon makes searching quick because it allows for many platforms including email, chat, and file system data to be searched all at once, complementing the holes in tools like Purview. Reviewers can search for results from a particular date range and select individual custodians they would like to add to their search.

    Due to the custodian-based nature of Expireon, custodians are associated with all of their accounts that are linked into the platform. Results added to a case are automatically placed on hold and using Expireon’s export tool can be exported in a standard format for use in the review tool of your choice.

    With Expireon, early data assessment is streamlined, across your entire environment and delivery to eDiscovery review platforms is streamlined. 

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    Cloudficient offers a next generation, cloud archive solution for legacy data. We are enabling organizations to maximize ROI, control “ownership” of data and avoid vendor lock-in, efficiently retain or expire data, and provide on-demand delivery for further eDiscovery collection management without the risk and at a fraction of the cost. 

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