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eDiscovery Search Assistance — Office 365 Content Search

eDiscovery Search Assistance helps organizations search for specific content across Office 365 applications, including email, SharePoint, OneDrive, and Microsoft Teams, using eDiscovery tools within Office 365. IT Partner works with the client to define the search scope, conduct the search, analyze results, provide a summary report, and provide a link and instructions for accessing the search results. SKU: ITPWW230SECOT. Price: $500 per project. Duration: 5 days. Manager: Roman Sotnik.

Timeline 5 daysService owner Roman SotnikOffice 365microsoft 365eDiscovery

What this engagement is

This service is designed to help organizations quickly and easily locate relevant information within a client tenant for compliance, legal, or investigative purposes. IT Partner conducts searches using Microsoft Purview eDiscovery tools, manages search results, and exports data in a format that meets the client’s needs. The engagement includes defining the search scope, conducting the search, analyzing the results, and providing the client with a summary report plus access instructions for the search results.

Success criteria

01Identification of relevant information across all Office 365 applications.
02Improved compliance with regulatory requirements.

What you receive

A search conducted using eDiscovery tools within Office 365.
A summary report analyzing the search results.
A link and instructions for accessing search results.

How the work unfolds

Define the scope of the search.

Define the scope of the search.

Conduct the search using eDiscovery tools within Office 365.

Conduct the search using eDiscovery tools within Office 365.

Analyze the search results and provide a summary report.

Analyze the search results and provide a summary report.

Send a link to the search results to a client.

Send a link to the search results to a client.

Prerequisites

Exchange Online Plan 2
SharePoint Online Plan 2
Microsoft 365 E3 subscription
Microsoft 365 G3 subscription
Microsoft 365 Business Premium subscription
Microsoft 365 F5 Compliance add-on or F5 Security & Compliance add-on
Microsoft 365 Education A3 or Office 365 Education A3 subscription
Office 365 E3 subscription

Who does what

IT Partner

  • Work with the client to determine the scope of the search.
  • Conduct the search using eDiscovery tools within Office 365.
  • Analyze the search results and provide the client with a summary report.
  • Provide a link and instructions for accessing search results.

Your team

  • Provide access to the Microsoft 365 tenant and relevant user accounts.
  • Collaborate with IT Partner to determine the scope of the search.
  • Review the summary report provided by IT Partner.

What's not included

Legal advice, legal strategy, privilege determinations, or formal legal review of discovered content.
Custodian interviews, matter strategy, or preparation of legal filings, subpoenas, affidavits, or court-ready submissions.
Full document review, coding, redaction, production workflows, or managed review operations beyond the agreed search assistance scope.
Advanced Microsoft Purview eDiscovery Premium activities such as review set analytics, predictive coding, near-duplicate analysis, or complex production formatting unless separately scoped.
Searches of systems outside the client’s Microsoft 365 tenant, including third-party archives, endpoints, file servers, SaaS applications, or non-Microsoft communication platforms.
Forensic investigation, incident response, chain-of-custody certification, expert witness testimony, or defensibility opinions.
Design or implementation of retention labels, retention policies, litigation holds, DLP policies, records management, or broader compliance program changes.
Data deletion, remediation, mailbox cleanup, permissions remediation, or tenant configuration changes not required to run the agreed search.
Microsoft licensing purchases, license upgrades, or subscription changes required to enable eDiscovery capabilities.
Large-scale, repeated, or materially revised searches, additional custodians or locations, and complex export requirements beyond the agreed project scope.

Frequently asked questions

What is included in IT Partner’s eDiscovery Search Assistance service?

IT Partner’s eDiscovery Search Assistance includes defining the search scope with the client, conducting searches using Microsoft Purview eDiscovery tools, analyzing the results, and providing a summary report. The service also includes a link and instructions for accessing the search results, so the client can review the exported or available results after the engagement.

Which Microsoft 365 locations can be searched during this service?

This service helps search for specific content across Office 365 applications, including email, SharePoint, OneDrive, and Microsoft Teams. The exact search scope is defined with the client at the start of the engagement, because eDiscovery searches need clear locations, users, keywords, date ranges, or other criteria to be useful.

What is the main purpose of eDiscovery Search Assistance?

eDiscovery Search Assistance is designed to help organizations locate relevant information in a Microsoft 365 tenant for compliance, legal, or investigative purposes. IT Partner uses Microsoft Purview eDiscovery tools to perform the search and summarize the results, helping the client identify relevant content more efficiently.

How long does the eDiscovery Search Assistance engagement take?

The listed duration for the eDiscovery Search Assistance service is 5 days. The timeline covers scope definition, the eDiscovery search, review and analysis of results, preparation of a summary report, and delivery of access instructions for the search results.

How much does eDiscovery Search Assistance cost?

The price for IT Partner’s eDiscovery Search Assistance service is $500 per project. The SKU is ITPWW230SECOT, and any needs beyond the stated project scope should be confirmed with IT Partner before work begins.

What are the deliverables for this service?

The deliverables are a search conducted using Microsoft Purview eDiscovery tools, a summary report analyzing the search results, and a link with instructions for accessing the search results. These deliverables are intended to give the client both a high-level understanding of the findings and a way to access the resulting data.

What happens during the eDiscovery Search Assistance process?

IT Partner first works with the client to define the scope of the search. Then IT Partner conducts the search using eDiscovery tools within Office 365, analyzes the results, prepares a summary report, and sends the client a link to the search results with access instructions.

What information does the client need to provide before the search starts?

The client needs to provide access to the Microsoft 365 tenant and relevant user accounts. The client also needs to collaborate with IT Partner to define the scope of the search, because the quality of eDiscovery results depends on clearly defined search criteria and target locations.

What Microsoft licensing is required for this service?

The listed prerequisites include eligible licensing such as Exchange Online Plan 2, SharePoint Online Plan 2, Microsoft 365 E3, Microsoft 365 G3, Microsoft 365 Business Premium, Microsoft 365 F5 Compliance or F5 Security & Compliance add-ons, Microsoft 365 Education A3 or Office 365 Education A3, and Office 365 E3. Because eDiscovery capabilities vary by plan and tenant configuration, clients should confirm licensing fit with IT Partner before the engagement.

Who is responsible for what during the engagement?

IT Partner is responsible for helping determine the search scope, conducting the eDiscovery search in Office 365, analyzing the search results, providing a summary report, and supplying a link with access instructions. The client is responsible for providing tenant and relevant user access, collaborating on search scope, and reviewing the summary report.

Will the eDiscovery search cause downtime for users?

The service description does not state that user downtime is required. Because the work is performed using Microsoft Purview eDiscovery tools, it is typically an administrative search activity rather than a migration or system cutover, but any tenant-specific business impact should be confirmed with IT Partner.

Can IT Partner search Microsoft Teams content as part of this service?

Yes, the service description includes Microsoft Teams among the Office 365 applications that can be searched. The exact Teams content and locations included should be defined during the scope phase, because eDiscovery searches depend on the available Microsoft 365 data and configured criteria.

Can IT Partner search email as part of this service?

Yes, email is one of the Office 365 content areas included in this service. IT Partner conducts the search using Microsoft Purview eDiscovery tools after working with the client to define the relevant mailboxes, users, keywords, dates, and other scope criteria as applicable.

Can IT Partner search SharePoint and OneDrive content?

Yes, the service includes searching SharePoint and OneDrive content using Microsoft Purview eDiscovery tools. The specific sites, accounts, folders, or content targets should be agreed during scope definition so the search is aligned with the client’s compliance, legal, or investigative objective.

Does the service include analysis of the search results?

Yes, IT Partner analyzes the search results and provides a summary report. The report is part of the stated deliverables and is intended to help the client understand the results of the eDiscovery search.

Does IT Partner provide the actual search results after the engagement?

Yes, IT Partner provides a link and instructions for accessing the search results. This allows the client to review the results after the search and analysis are completed.

What is not included in the eDiscovery Search Assistance service?

The original source scope does not specify formal out-of-scope items or additional-cost items. Any AI-drafted exclusions, such as legal advice, full legal document review, forensic investigation, or work outside the agreed Microsoft Purview eDiscovery search assistance scope, should be confirmed with IT Partner before publication or before work begins.

Is this service a legal review or legal advice service?

The service is described as technical eDiscovery search assistance within Office 365, including search execution, result analysis, a summary report, and access instructions. It should not be assumed to include legal advice or legal review unless IT Partner explicitly confirms that in the project scope.

What happens after IT Partner completes the eDiscovery search?

After completion, the client receives a summary report and a link with instructions for accessing the search results. The client’s responsibility is to review the summary report and use the provided access information to examine the results as needed.

Who manages this service at IT Partner?

The listed manager for the eDiscovery Search Assistance service is Roman Sotnik. Clients can reference the service title, SKU ITPWW230SECOT, and project price of $500 when discussing the engagement with IT Partner.

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$500 per project
5 days
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