Business communication is changing faster than the tools built to preserve it. For legal, compliance and records teams, eDiscovery workflows built around email and static repositories no longer capture where the evidence actually lives.
Relevant material now sits across persistent chat, voice, video, meeting transcripts, screen shares, attachments and AI interactions, according to communications compliance firm Theta Lake.
Organisations have always had to preserve potentially relevant information when litigation, regulatory investigations or internal audits arise. What has changed is the evidence itself. Platforms such as Microsoft Teams and Zoom, along with AI assistants including Microsoft Copilot, Zoom AI, OpenAI and Anthropic, have reshaped how employees work together.
This creates three pressures. There are more communication types to manage, from ephemeral messaging to video. Conversations are increasingly interconnected, with a single decision starting in email, moving to chat, continuing in a video call, producing a transcript and being summarised by AI. And data volumes are rising sharply, making it expensive to collect everything before relevance is known.
AI tools have also created a new category of enterprise record. Prompts, responses, generated content and AI summaries often contain business decisions, internal advice and confidential information. Because generated or inferred content needs extra context during an investigation, legal teams must apply the same rigour to AI interactions as to traditional communications.
Traditional legal hold processes leave clear gaps. Collaboration platforms offer native retention features, but each manages preservation independently, creating fragmented oversight, dependence on app-specific licensing and heavier administrative workloads. When email, chat and meeting records are held in silos, reconstructing the full story of an event becomes difficult and vital context can be lost.
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