ClientWindow and Purview for Security and Compliance

Integration withPurview offers organisations a smarter way to manage their clientcommunications securely and meet complex compliance obligations. By combiningthe communication strengths of ClientWindow with the advanced data governancecapabilities of Microsoft Purview, businesses can boost their informationsecurity, ensure compliance, and gain deeper visibility across theircommunications ecosystem.

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Why MicrosoftPurview is a Game Changer for Data Governance

Before considering thebenefits of a ClientWindow integration with Purview, it is helpful to reviewthe capabilities of Purview itself. The platform can transform how businessesgovern their data across Microsoft 365, Azure, on-premises, and multi-cloudenvironments. Microsoft Purview provides an end-to-end solution for datacataloguing, tracking data lineage, applying information protection, managinginsider risk, and enforcing data loss prevention policies. For organisationshandling sensitive information, using Purview data governance for businessmeans better classification, tracking, and protection of data assets withoutcreating administrative burdens.

Purview ensures thatbusinesses have real-time insights into where their data is stored, how it isbeing used, and who has access to it. With features such as automated dataclassification and sensitive data discovery, Purview simplifies regulatorycompliance and helps prevent data breaches.

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Microsoft PurviewFeature Overview

At its core, MicrosoftPurview combines capabilities from the former Microsoft Compliance and AzurePurview platforms to provide a unified data governance, compliance, and riskmanagement solution in the Microsoft ecosystem.

Main features include:

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Data Governance(formerly Azure Purview)

·       DataCatalog: Automatically scans and catalogs data across on-premises, multicloud,and SaaS environments.

·       DataLineage: Tracks the flow of data across systems for better traceability andcompliance.

·       DataClassification: Uses built-in and custom classifiers to tag data (e.g., PII,sensitive info).

·       BusinessGlossary: Allows creation of common business terms and linking them to dataassets.

·       Search andDiscovery: Enables users to find and understand data with a Google-like searchexperience.

·       AccessManagement: Role-based access control for datasets and metadata.

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Compliance &Risk Management

·       InformationProtection: Classify, label, and protect data using Microsoft InformationProtection.

·       Data LossPrevention (DLP): Prevent sensitive data from being shared inappropriatelyacross M365, Teams, endpoints, etc.

·       CommunicationCompliance: Monitor employee communications for policy violations (e.g.,harassment, insider trading).

·       InsiderRisk Management: Identify and mitigate potential insider threats.

·       RecordsManagement: Classify and retain/dispose of content per legal and regulatoryrequirements.

·       ComplianceManager: Provides assessments and improvement actions to help meet compliancestandards (e.g., GDPR, ISO).

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Risk & AuditInsights

·       AuditLogs: Access activity logs across Microsoft 365 services for investigations andcompliance.

·       eDiscovery(Standard & Premium): Identify, preserve, collect, and review content forlegal investigations.

·       ContentSearch: Search emails, files, and Teams messages across M365.

·       DataLifecycle Management: Automate data retention and deletion policies.

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Integration &Extensibility

·       Microsoft365 integration: Works natively across SharePoint, Teams, Exchange, OneDrive,etc.

·       Azureintegration: Connect to Azure Data Lake, SQL, Synapse, etc.

·       Multicloudsupport: Scans data in AWS S3, Google Cloud Storage, and other third-partysources.

·       PowerPlatform integration: Extend governance to Power BI, Power Apps, etc.

·       API &Automation: Supports automation via REST APIs and PowerShell.

Ultimately, Purviewhelps organisations tackle fragmented data environments by providing a unifiedplatform for governance and risk management. It ensures that compliance ismaintained across emails, chats, documents, and cloud storage, greatly reducingthe complexity associated with managing different communication and storagechannels.

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Boost Security andCompliance with ClientWindow and Purview

Purview is a fantasticcompliance tool, but it does have some limitations – especially when businessesneed to manage multiple communication channels with clients. A ClientWindow andPurview integration is an excellent solution to this.

Professional servicesbusinesses are increasingly finding that clients prefer the speed andconvenience of communication on WhatsApp. However, this creates operationalchallenges for firms as WhatsApp messages are received on standalone devicesand individual phones, leaving messages siloed, unlike email communicationwhich can be centrally managed within the organisation.

ClientWindow has beenbuilt to solve this problem, seamlessly integrating client communication onWhatsApp with internal business systems, including Outlook, Teams and other practice management software. ImplementingClientWindow allows firms to offer scalable WhatsApp communications, whichtheir clients will love, whilst allowing their team to manage those WhatsAppinteractions in a robust and efficient manner.

This means that notonly can Purview monitor email and internal systems, but with the ClientWindowPurview integration, it can also cover WhatsApp and other off-channel messagingplatforms. As a result, organisations can confidently manage client communicationsacross all channels, reduce regulatory risks, and maintain verifiable audittrails.

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How Does the ClientWindow and Purview Integration Work?

Using Purview Compliance Manager enables businesses to automate time-consuming compliance workflows,saving valuable time and reducing human error. Through a ClientWindow andPurview integration, organisations can include communications channels such asWhatsApp into these automated compliance tasks.

Integration with Purview works by extendingMicrosoft Purview’s data governance and compliance capabilities to the clientcommunication channels captured by ClientWindow, namely client WhatsAppmessages which ClientWindow can integrate into Outlook and Teams.

ClientWindow securely captures and archivesWhatsApp and other messaging conversations, linking them with internal toolslike email (including Outlook), document management systems, and practicemanagement software. Once these communications are stored centrally, MicrosoftPurview applies its policies - such as sensitivity labels, retention rules, anddata loss prevention (DLP) - across the combined data. This allows businessesto monitor, protect, and audit client interactions on WhatsApp with the samelevel of control and transparency as email or files in Microsoft 365, allwithin a unified compliance framework.

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Why the ClientWindow and PurviewIntegration Matters

Integration with Purview becomessignificantly more powerful when combined with ClientWindow. Together, theybridge the gap between modern client communication habits and rigorouscompliance expectations. With clients increasingly favouring WhatsApp for convenience,the ability to automatically bring those conversations into the same complianceworkflows already used for Outlook and Teams is a game-changer.

ClientWindow captures WhatsApp messages andconnects them to internal business systems, while Purview layers on powerfulgovernance, protection, and auditing tools. This means businesses can monitorand manage WhatsApp conversations alongside traditional communication channels,all within a single, unified compliance framework. The result is improvedvisibility, reduced risk, and a smoother path to meeting regulatoryobligations.