Microsoft Purview

eDiscovery Investigation Preparation

Prepare roles, preservation, search, review, audit access, and investigation ownership.

Prepare roles, preservation, search, review, audit access, and investigation ownership.

Assign roles

Define legal, compliance, security, records, and technical responsibilities.

Preserve data

Establish repeatable hold and preservation procedures.

Search effectively

Use scoped custodians, locations, keywords, conditions, and iterative validation.

Protect investigation access

Apply least privilege and monitor case activity.

Document decisions

Maintain defensible notes, approvals, exports, and chain-of-custody information.

Apply This Guidance

Need help turning these practices into an actionable plan?

Karatin can help assess current-state controls, identify gaps, and create a prioritized remediation roadmap.

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