SharePoint eDiscovery and Records Management Solutions

We guide your organization to put in place a robust SharePoint eDiscovery and Record Management solution.

eDiscovery is short for electronic discovery, which is defined as the process of discovery in civil litigation that is carried out in electronic formats. The key to eDiscovery is to be proactive in the planning for documents and records with control over the handling of potential eDiscovery requests.

By putting in place a process and the system to handle eDiscovery requests, legal demands can be fulfilled, and just as importantly, documents destroyed as part of a document disposition process and File Plan can be justified as complying with a formal disposition policy.

Define how documents can be discovered, and put in place a mechanism for setting up a chain of control:

File Plan

Plan out how and when documents become records. Document and communicate the document lifecycle as a File Plan

Legal Hold

A robust and dynamic system that replicates SharePoint Online lists into SQL tables in real-time. Great for audit purposes and for reporting from a wide range of lists across the farm without placing load on SharePoint Online itself. Unlike Search, which is typically working from a search index that is not real-time, this solution is fully real-time. Leverage SSRS and other SQL-based reporting capabilities.

Record Center

With our SharePoint record management solutions, create Record Centers for consolidating records, or use in-place records management for managing records without moving the documents.

Disposition Approval

Design sophisticated multi-stage document disposition approval workflows. Capture approvals prior to document archive or destruction.

Advanced Search

Create Advanced Search Customizations. Add metadata refiners. Surface relevant properties in search previews

Document Destruction

Design and implement a comprehensive Document Disposition system. Create and deploy a comprehensive Information Policy encompassing hierarchical Content Types and metadata.

Archive

Build Custom Document Archival Systems. Retire documents to alternate media. Manage librarian access to archives.

Convert

Convert the enterprise over to the new discoverable model. Train and enable users to work within the structure.

Conversion

Build Custom Document Conversion Systems (such as Word to PDF)

Document Expiration

Customize a Document Expiration approach that is discoverable via search, with sorted and colorized Expiration Date with automated disposition. Non-record personal documents can be fully tagged with Content Types with clearly defined specific expirations.

Analyze

Analyze document usage. Gain insights into common document lifecycle patterns

Schedule Document Expiration

Design and automate the scheduling of documents for expiration. Deploy integrated functionality for reporting, notification, and approval completing support for the full document lifecycle.