Creating and using an eDiscovery case

Standard eDiscovery cases in Microsoft Purview allow organizations to identify, hold, and manage electronically stored information (ESI) that may be relevant to legal cases or investigations. This ensures that necessary data is preserved and accessible for legal review. In this recipe, we’ll set up a standard eDiscovery case.

Tip

Check out this recipe’s There’s more… section to learn how premium cases differ from standard cases.

Getting ready

Ensure you have Global, Administrator, eDiscovery Administrator, or eDiscovery Manager permissions. Familiarize yourself with the types of data that may be relevant to legal inquiries within your organization.

How to do it…

1. Sign in to the Microsoft Purview portal at https://purview.microsoft.com.
2. Select View all solutions | eDiscovery | Standard Cases.
3. Select Create a case.
4. Provide Name and Description values for the case, and then select...