466741 – Microsoft Purview compliance portal: eDiscovery – Quick Summarization in eDiscovery

Product:

Copilot, eDiscovery, Purview, Purview Communication Compliance, Purview compliance portal

Platform:

Web, World tenant

Status:

Launched

Change type:

Links:

Details:

Introducing the Quick Summarization feature for eDiscovery, an embedded Security Copilot skill in Purview, designed to streamline case management with an intuitive, at-a-glance overview. This new capability allows users to quickly access a comprehensive summary of eDiscovery cases, holds, and searches, eliminating the need to navigate through multiple tabs to assess status, statistics of completed actions, pending tasks, and ongoing jobs. The Quick Summarization feature consolidates this information into a single, easy-to-understand summary. Additionally, similar summary views are available for both Search and Hold within the eDiscovery case. Powered by existing “contextual summary” skill, the system analyzes case/search/hold metadata and generates natural language summaries, providing users with a clear, actionable overview of key details in real time.

Change Category:
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Scope:
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Release Phase:
General Availability, Preview

Created:
2024-12-06

updated:
2026-01-21

Public Preview Start Date

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Docu to Check

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MS workload name

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summary for non-techies**

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Direct effects for Operations**

User Experience Degradation
Without proper preparation, users may face confusion and frustration due to the sudden introduction of the Quick Summarization feature, leading to a steep learning curve and potential errors in case management.
   - roles: Compliance Officer, IT Support Specialist
   - references: https://techcommunity.microsoft.com/t5/security-compliance-identity/introducing-the-quick-summarization-feature-for-ediscovery/ba-p/3851230

Increased Support Tickets
The lack of training and documentation for the new feature could result in an influx of support tickets as users struggle to adapt, impacting IT support resources and response times.
   - roles: IT Support Specialist, Compliance Officer
   - references: https://techcommunity.microsoft.com/t5/security-compliance-identity/introducing-the-quick-summarization-feature-for-ediscovery/ba-p/3851230

Configutation Options**

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Data Protection**

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IT Security**

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explanation for non-techies**

Imagine you are managing a large legal case, and you have stacks of documents spread across your desk. Each stack represents different aspects of the case, like evidence, witness statements, and legal precedents. Now, instead of sifting through each pile to get an update on where things stand, you have a magic assistant who can give you a quick, concise summary of everything at once. This is similar to what the Quick Summarization feature in Microsoft Purview's eDiscovery does for digital case management.

This feature acts like that magic assistant. It provides a comprehensive overview of your eDiscovery cases, holds, and searches in one glance. You no longer need to click through multiple tabs or sections to find out the status of various tasks or actions. Instead, the Quick Summarization feature consolidates all this information into a single, easy-to-read summary. It's like having a dashboard that shows you the most important information without the clutter.

The technology behind this feature uses something akin to a smart summary tool. It looks at the metadata of your cases, searches, and holds, and then generates a natural language summary. This means it takes all the technical details and presents them in a way that's clear and actionable, much like how a news article summarizes a complex event into key points for readers.

In practice, this means you can quickly understand the progress and status of your eDiscovery activities without diving into the nitty-gritty details. It's designed to save time and make case management more efficient, allowing you to focus on making informed decisions rather than getting bogged down in data.