[Educational Webcast] M365 for Law Firms and Lawyers: Purview Premium eDiscovery and Security, Capabilities and War Stories

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A Legal Education Presentation prepared and presented by HaystackID^®

In the digital age, law firms have faced increased pressure to protect exponentially growing amounts of data under their management, especially since they have become major targets for bad actors seeking to profit by stealing data or encrypting data for ransom. Law firms also have unique data challenges associated with managing highly confidential and sensitive client data, alongside firm-generated privileged documents and work product, while ensuring stringent security and compliance measures. This presentation focuses on capabilities within Microsoft’s M365 Purview and its integration with Microsoft’s Zero Trust framework and security solutions as a means for law firms to improve control over their electronically stored information.

Our team of experts will provide unbiased overviews of M365’s Premium eDiscovery, E5 Security, and Governance capabilities. We will tell real-life war stories about M365 (for better or for worse). Our case studies will demonstrate scenarios where Microsoft security solutions have been optimized, providing end-to-end coverage and resolution of security incidents. At the conclusion of our session, legal professionals will be further equipped with knowledge about the skill sets and foundational elements necessary to leverage the capabilities of M365 E5, for streamlined eDiscovery and enhanced security.

We will present capabilities around:

• Gaining organizational visibility into email, documents, and chat information assets
• Managing end-to-end eDiscovery, data risks, and regulatory compliance
• Enabling legal hold, preservation, identification, collection, and filtering of M365 data
• Safeguarding and managing sensitive data across endpoints, clouds, apps, and endpoints
• Enabling role-based access to data managed inside your M365 tenant
• The benefits of full lifecycle cyber security protection and incident management through remediation with Microsoft E5
• How to deploy Microsoft security with your E5, or E3 license
• Quantifying your cyber risk and investment, understanding the cost benefits of M365 E5

Expert Panelists

+ Jason Covey, M365 eDiscovery Consultant, Global Advisory Services, HaystackID

Jason Covey is the lead M365 Consultant in the Global Advisory Services Practice at HaystackID, based in Atlanta, GA. As lead, Jason Covey provides a unique combination of consulting and technical expertise in operationalizing M365’s toolsets for litigation, investigations, and regulatory requests. Working closely with HaystackID’s forensics group, Jason also develops and delivers training content and technical support for law firms, corporate legal departments, and IT professionals. Jason’s legal industry career includes more than 20 years of law firm experience as an eDiscovery/litigation support specialist and paralegal. For the past three years Mr. Covey has focused solely on optimizing and enhancing client M365 environments.

+ Matthew L. Miller, Esq., SVP of Information Governance and Data Privacy, and Global Information Governance Advisory Services Leader, HaystackID

Matt Miller is SVP and Global Information Governance Advisory Services Leader at HaystackID, based in Los Angeles, CA. In his role, Matt enables clients to navigate highly complex data management and protection challenges by enhancing and integrating policies, processes, technologies, and managed services solutions.

After leaving traditional law practice in 2005, Matthew focused on forensics, legal hold, email archiving, and eDiscovery software solutions. Subsequently, he began delivering eDiscovery and Information Governance-related services. Mr. Miller has led dozens of high-profile, above-the-fold eDiscovery matters. He also leads multi-national, petabyte-scale data governance, records management, and privacy engagements. He has advised on large-scale migrations of data into M365 environments, and also advises on data breach scenarios. incident response-related forensic investigations, and has been an adjunct professor of Cyber Security at Loyola Marymount University for the past four years.

Matt began his legal career as a construction litigation attorney at Peckar & Abramson, PC, in NJ. Next, he led the product management team for EnCase eDiscovery (a leading enterprise forensic software – now OpenText). Prior to joining HaystackID, Matt worked at a global Big4 consulting firm for six years, where he co-developed their Information Governance services practice. At Haystack, he has developed preferred provider eDiscovery relationships, acted as a court-mandated neutral eDiscovery expert between the NYAG and a well-known corporation, and is currently leading a CFIUS-protected data monitor engagement.

+ Fawaad Khan, Founder and CEO, CyberMSI

Fawaad Khan founded CyberMSI in 2020 and brings over 23 years of experience in Cybersecurity, IT consulting, and managed services. Before founding CyberMSI, he held executive leadership roles at both Accenture and Ernst &Young (EY), where he grew and managed the Cloud Infrastructure and Cloud Security consulting practices and managed service offerings. During his career his clients have included many of the Fortune 1000 in industries such as: Financial services—consumer & mortgage banking, wealth asset management; Healthcare—payors; and Retail—eCommerce. Additionally, in his role at EY, he served as Interim CISO at a Fortune 1000 client. His Cybersecurity certifications include:

• Azure Security Engineer
• Microsoft 365 Security Engineer
• Microsoft Certified Trainer (MCT)
• ISC² CCSP

+ Mike Caponigro, VP of Sales, CyberMSI 

Mike Caponigro is the Vice President of Sales for CyberMSI, a leading Microsoft-managed security partner. Mike is an industry veteran, entrepreneur and multiple award-winning global sales leader. He has held senior leadership positions with SunGard, Xerox Cloud Services, JDMI, ACP, Theron Technology, and other high-growth technology organizations.

With 30 years of experience in Sales leadership and customer development in IT managed services and consulting, Mike has domain expertise that spans several industries, such as: Manufacturing, Financial Services, Airlines and Hospitality, Healthcare, Transportation and Logistics; focused on Cybersecurity, Master Data Management, Advanced Analytics, Business Continuity/Resiliency, and Machine Learning. Mike received his undergraduate degree in Economics from Western Illinois University.

About HaystackID®

HaystackID is a specialized eDiscovery services firm that supports law firms and corporate legal departments and has increased its offerings and expanded with five acquisitions since 2018. Its core offerings now include Global Advisory, Discovery Intelligence, HaystackID Core™, and artificial intelligence-enhanced Global Managed Review services powered by ReviewRight®. The company has achieved ISO 27001 compliance and completed a SOC 2 Type 2 audit for all five trust principles for the second year in a row. Repeatedly recognized as a trusted service provider by prestigious publishers such as Chambers, Gartner, IDC, and The National Law Journal, HaystackID implements innovative cyber discovery services, enterprise solutions, and legal discovery offerings to leading companies across North America and Europe, all while providing best-in-class customer service and prioritizing security, privacy, and integrity. For more information about its suite of services, including programs and solutions for unique legal enterprise needs, please visit HaystackID.com.

Source: HaystackID