ESI Collection from Cloud Sources
Plan and document cloud ESI collection strategies across Microsoft 365, Slack, Google Workspace, and other platforms.
Varies by matter complexity and planning granularity; validate with pilot metrics.
Comprehensive platform coverage
eDiscovery & Document Review
The Problem
- ✗Multiple cloud platforms to address
- ✗Preservation vs. collection timing
- ✗API and export limitations
- ✗Metadata preservation
- ✗Chain of custody documentation
How Claude Helps
Identifies data sources by platform, maps collection options, plans preservation approach, documents collection methodology, and supports defensibility.
Step-by-Step Workflow
Inventory data sources
Inventory data sources across all cloud platforms
Assess preservation options
Assess preservation options for each platform
Plan collection methodology
Plan collection methodology with defensibility
Document chain of custody
Document chain of custody procedures
Execute collection
Execute collection per documented plan
Validate completeness
Validate completeness of collection
Example Prompt
Develop an ESI collection plan for the following cloud sources: CUSTODIANS: 10 employees (listed) DATA SOURCES: 1. Microsoft 365 - Email (Exchange Online) - OneDrive - SharePoint team sites - Teams chat and channels 2. Slack - Direct messages - Channel conversations - File shares 3. Salesforce - Account records - Opportunity history - Email integration COLLECTION PLAN SHOULD ADDRESS: 1. PRESERVATION - Legal hold implementation by platform - Litigation hold features available - Risk of auto-deletion 2. COLLECTION OPTIONS - Native export capabilities - Third-party collection tools - API access requirements 3. METADATA PRESERVATION - Key metadata fields by platform - Hash verification - Chain of custody 4. TIMELINE AND LOGISTICS - Estimated collection time - Storage requirements - Processing considerations 5. DOCUMENTATION - Collection protocol - Defensibility checklist - Quality control measures Output as comprehensive collection plan.
Frequently Asked Questions
Can Claude perform the actual collection?
Claude plans collection; actual execution requires platform access via tools or APIs.
What about employee-owned devices?
Include BYOD policies and collection approaches in your planning request.
How do I maintain defensibility?
Document methodology comprehensively. Claude can draft defensibility memos for your collection approach.