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3 Requirements for Effective In-Place Preservation

Created on April 26, 2019

Legal GRC Market Analyst at Exterro

This blog has made arguments in the past about why in-place preservation is such an important, if overlooked, capability for e-discovery technology. For example, just over a year ago, we examined a paradox that still puzzles me.

If e-discovery professionals are concerned about custodian spoliation of data, whether intentional or accidental, then why do so many rely on custodians to preserve data in response to a legal hold? Shouldn’t they take a more proactive stance to preserve data, ideally without collecting everything, which (everyone knows) runs the risk of increasing costs for data storage and review?

Of course they should! Which is where in-place preservation should fit in. One of the issues, unfortunately, is that many people confuse in-place preservation (which locks data down where it is) with custodian preservation of data.

Another consideration, of course, is the requirement that the organization’s e-discovery technology solution needs to be integrated with their data sources. That’s why Exterro is excited to announce its partnership with Box, an enterprise content management platform that solves simple and complex challenges, from sharing and accessing files on mobile devices to sophisticated business processes like data governance and retention.

Box and Exterro have partnered together to provide an industry–leading approach to proactively preserve, analyze, collect, and review data stored within Box. The integration between these two industry-leading solutions significantly reduces the risk of data spoliation while also decreasing the time and cost it takes to get to the facts of every matter in a fully defensible process.

What are the key elements this partnership delivers to organizations that want to reduce risks and manage costs by adopting best practices for e-discovery?

Proactive In-Place Preservation and Legal Hold Capabilities

Box provides a singular repository for organizations to work across their extended enterprise, enabling them to collaborate, manage, and govern the content that powers their business. With Box Governance, organizations can classify, put retention policies, and set in-place preservation on content, holding it for litigation while maintaining the chain of custody for auditing purposes. Exterro complements these capabilities by enabling users to preserve data in place within Box directly from the Exterro solution and automating the entire Legal Hold process.

Ability to Identify Potentially Responsive Data Prior to Collection

Through Exterro’s comprehensive early case assessment capabilities, users can utilize complex search criteria to find potentially responsive data stored in Box and easily scan each identified document prior to collection, saving significant time and cost.

Easy Collection and Processing of Data

The integration enables customers to concurrently collect and process data stored or preserved in Box into the Exterro Review module without delays, handoffs, and complex promotion/staging procedures common in other platforms.

Together, Box and Exterro enable organizations to:

  • Eliminate manual identification, preservation, collection, and review of cloud content
  • Reduce risk of data spoliation and pre-trial evidentiary sanctions or fines
  • Orchestrate the entire e-discovery process 

Find out more about Exterro's partnership with Box, and our other service and technology partners, on our website