1: Introduction to e-Discovery and Microsoft Purview
1.1 Overview of e-Discovery
1.1.1 Definition and importance of e-discovery in legal and regulatory contexts.
1.1.2 Key components and phases of the e-discovery process.
1.2 Introduction to Microsoft Purview
1.2.1 Overview of Microsoft Purview and its capabilities for e-discovery.
1.2.2 Understanding the architecture and components of Microsoft Purview.
1.3 Navigating the e-Discovery Interface
1.3.1 Familiarization with the Purview dashboard.
1.3.2 Hands-on activity: Exploring e-discovery features in the interface.
2: Setting Up e-Discovery Cases
2.1 Creating an e-Discovery Case
2.1.1 Step-by-step guide to setting up a new e-discovery case.
2.1.2 Understanding case properties and settings.
2.2 Configuring Case Settings
2.2.1 Options for configuring case-specific settings, including permissions and notifications.
2.2.2 Hands-on activity: Setting up a sample e-discovery case.
2.3 Managing Case Roles and Permissions
2.3.1 Understanding user roles and permissions within an e-discovery case.
2.3.2 Best practices for managing access and collaboration.
3: Data Collection and Preservation
3.1 Understanding Data Sources
3.1.1 Overview of data sources within Microsoft Purview for e-discovery.
3.1.2 Identifying relevant data types and locations for collection.
3.2 Implementing Legal Holds
3.2.1 Importance of legal holds in e-discovery.(Ref: Navigating Microsoft Purview e-Discovery: For Beginners)
3.2.2 Step-by-step guide to placing a hold on relevant data.
3.3 Managing Holds and Notifications
3.3.1 Techniques for managing and tracking holds effectively.
3.3.2 Overview of notifications related to legal holds.
4: Searching and Analyzing Data
4.1 Performing Searches in e-Discovery Cases
4.1.1 Techniques for conducting searches within Microsoft Purview.
4.1.2 Hands-on activity: Creating and executing searches for relevant data.
4.2 Utilizing Search Filters and Keywords
4.2.1 Best practices for using filters and keywords to refine search results.
4.2.2 Understanding search syntax and query options.
4.3 Reviewing Search Results
4.3.1 Techniques for reviewing and categorizing documents within the case.
4.3.2 Hands-on activity: Analyzing search results and document metadata.
5: Exporting Data and Reporting
5.1 Exporting Data for Legal Review
5.1.1 Overview of the export process in Microsoft Purview.
5.1.2 Hands-on activity: Exporting data for analysis or legal review.
5.2 Creating e-Discovery Reports
5.2.1 Techniques for generating reports related to e-discovery activities.
5.2.2 Overview of report formats and content.
5.3 Monitoring and Tracking Case Progress
5.3.1 Best practices for monitoring case progress and outcomes.(Ref: Relativity Integrations: Enhancing Your e-Discovery Process)
5.3.2 Utilizing dashboards and analytics tools for case management.
6: Advanced Case Management Techniques
6.1 Managing Multiple e-Discovery Cases
6.1.1 Strategies for managing multiple cases within Microsoft Purview.
6.1.2 Tips for organizing and prioritizing cases effectively.
6.2 Implementing Best Practices for Case Management
6.2.1 Key considerations for successful e-discovery case management.
6.2.2 Discussion of common challenges and solutions.
6.3 Collaboration and Communication within Cases
6.3.1 Best practices for collaborating with team members during the e-discovery process.
6.3.2 Utilizing Microsoft 365 tools for communication and documentation.
7: Case Studies and Real-World Applications
7.1 Analyzing Real-World e-Discovery Cases
7.1.1 Discussion of notable e-discovery cases and their outcomes.
7.1.2 Lessons learned and best practices derived from case studies.
7.2 Hands-on Practice: Simulating e-Discovery Scenarios
7.2.1 Engaging in practical exercises to reinforce learned concepts.
7.2.2 Group activity: Collaborating on a mock e-discovery case.
7.3 Q&A Session and Discussion
7.3.1 Open forum for questions and clarifications.
7.3.2 Sharing experiences and insights among participants.
8: Conclusion and Next Steps
8.1 Recap of Key Takeaways
8.1.1 Reviewing the main concepts and skills covered throughout the course.
8.1.2 Discussion of participant experiences and insights gained.
8.2 Final Preparation Checklist for Case Management
8.2.1 Creating a checklist for implementing learned concepts in real-world scenarios.
8.2.2 Resources for ongoing support and learning.
8.3 Encouragement and Future Learning
8.3.1 Sharing motivational insights and resources for continuous education.
8.3.2 Encouraging participants to apply their skills in e-discovery practices.
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