License Editions: For license details, see Plans & Pricing.
Overview
Legal Hold for Microsoft 365 Copilot chat data enables Legal Administrators and Cloud Administrators to automatically preserve all Copilot interactions—both historical and ongoing—for custodians placed on Legal Hold via the Druva eDiscovery Legal Hold feature. This capability ensures that Copilot chat data is retained for eDiscovery and compliance purposes, independent of standard data expiration policies. Legal teams can then export the preserved conversations through multiple channels to seamlessly integrate with external eDiscovery platforms like OpenText and Exterro.
How Microsoft 365 Copilot chat data is put on Legal Hold
When you place a custodian (users) on Legal Hold using the Data Governance > eDiscovery > Legal Hold policy, their Microsoft Copilot chat data is automatically scoped for preservation along with other M365 workloads.
📝 Note
Legal Hold for Microsoft 365 Copilot chat data is applied at the time you create or modify a Legal Hold policy. For more detailed steps on creating and managing Legal Holds, see Create a Legal Hold policy.
This approach protects the authenticity and integrity of Copilot interactions for litigation support and regulatory investigations.
Exporting Microsoft 365 Copilot chat data for eDiscovery
Once M365 Copilot chat data is on Legal Hold, you can export it for eDiscovery using any of the following methods:
Export Method | Use Case | Learn More |
WebDAV Data Access URL | Browse and download M365 Copilot chat snapshots directly via a dedicated secure URL. Use with web browsers or WebDAV clients (e.g., WinSCP). | |
Druva eDiscovery Download Client | Use Druva's proprietary eDiscovery client to securely download and manage custodian data, including Copilot conversations, in bulk. |
Native integration with external eDiscovery platforms
The exported Microsoft 365 Copilot chat data integrates natively with industry-standard eDiscovery software:
OpenText
Exterro
Additionally, you can import downloaded legal hold data into any eDiscovery software of your choice easily for culling, analysis, review and case management purposes.
📝 Note
For detailed integration steps specific to OpenText or Exterro, see the guides in the eDiscovery Software Integration collection.