Legal 365

A purpose-built service for in-house legal teams navigating the relentless change of Microsoft 365, providing trusted guidance addressing eDiscovery, governance, and AI risk.

Legal365 offers a comprehensive framework of insights, strategies, and targeted solutions to empower corporate legal and IT leaders with actionable perspectives on key issues, such as configuration gaps, Copilot readiness, and legal risk management. 

What Is Legal 365?

Legal 365 helps in-house legal teams navigate the information law complexities inherent in Microsoft 365 (M365) environments.  By leveraging our deep M365 technical knowledge with privileged legal insight, we work to help organizations address the critical challenges of platform updates, the rapid emergence of generative AI (Copilot) capabilities, and the evolving landscape of eDiscovery, data governance, data protection, and records management.

At the core of Legal 365 are our fixed-fee, modular legal advisory tracks—targeted engagements designed to provide clarity into M365 configuration options, assess the legal risk impacts on your organization, and deliver actionable insights that empower leadership to innovate without compromising legal compliance or sustainability.

Why Legal 365—Why Now?

M365 has become the world’s dominant collaboration platform for business organizations, yet it exists in near constant flux.  New features, data types, and settings are introduced weekly, each with significant legal implications for how data is created, stored, discovered, and governed.

This relentless pace of change has accelerated dramatically with the addition of Copilot and generative AI tools, as well as the transition of Microsoft Purview eDiscovery to a new unified workflow.  Organizations are discovering that these changes frequently outpace their ability to adapt compliance, eDiscovery, and governance programs, creating vulnerable gaps between current practices and what is needed for legal defensibility.

The implications extend far beyond technical challenges.  As data flows through M365's increasingly complex ecosystem, traditional approaches to information governance and eDiscovery are becoming obsolete.  What worked in the previous year’s M365 environment may create significant legal exposure today.  At the same time, corporate legal departments are under pressure to sign off on deploying new M365 tools, such as Copilot, while maintaining the compliance and defensibility their organizations require.

Navigating this evolving landscape is precisely what Legal 365 is designed for.  In an environment where delay means losing ground, our legal advisory tracks are engineered to address these pain points, providing immediate, experience-based guidance to ensure that high-risk legal issues are surfaced, understood, and mitigated before they become a looming disruption and potential source of liability. 

How Legal 365 Delivers Value: Customizable Legal Advisory Tracks

Legal 365 provides a focused, prioritized pathway for in-house legal teams to align their M365 configuration, processes, and policies with the highest standards of compliance and legal defensibility.  Our offering is built around three distinct legal advisory tracks, each offering tailored assessment and strategic action.  Clients can choose one or more of the following:

Each Legal 365 legal advisory track option is structured for speed, clarity, and minimal disruption to busy teams, with each engagement tightly scoped for efficiency and meaningful substantive guidance. 

Results That Matter

We provide a clear roadmap for organizations to execute, along with the peace of mind that comes from having a trusted advisor who genuinely understands the intersection of M365 technology and legal risk.  This results in:

• Targeted, actionable outcomes with high impact
• Executive-level clarity on legal risks and defensibility for M365 configuration decisions
• Maintains privilege and confidentiality—delivered by skilled attorneys and advisors
• Launchpad for strategic solutions to mitigate any identified legal risks and priorities

The Redgrave Advantage

With Legal 365, technical depth meets legal privilege.  Redgrave uniquely offers deep M365 technical expertise, real-world eDiscovery and governance experience, and the benefits of attorney-client privileged advice.  We leverage this knowledge and skill to turn M365 complexity into legal clarity for our clients.

Learn More

To explore how our Legal 365 offerings can support your organization’s Copilot readiness, eDiscovery enablement, and InfoGov optimization goals, please reach out to: John Collins, Managing Director [jcollins@redgravellp.com], Staci Kaliner, Managing Director [skaliner@redgravellp.com], Tom Lidbury, Partner [tlidbury@redgravellp.com], or Martin Tully, Partner [mtully@redgravellp.com].