Podcasts about ediscovery

Rob Robinson, Editor and Managing Director of EDRM Trusted Partner, ComplexDiscovery OU, and CMO at EDRM's Trusted Partner HaystackID sits down with Kaylee & Mary to talk about his journey from attack helicopter pilot to eDiscovery, the evolution of Andrew Haslam's storied eDisclosure Buyers Guide, ComplexDiscovery's growth from eDiscovery analysis to reporting on systemic governance and risk, including the geopolitical, outside of the eDiscovery bubble. We ended the conversation with a double fun fact hit, with an invitation to reach out.

In the second episode of our Legalweek series, Laura and Kevin sit down with Matt Berry and Greg Anderson from QuikData, a company challenging the status quo in the legal tech space. Matt shares QuikData's mission to offer low-cost, on-premise eDiscovery solutions, bucking the industry's shift toward cloud-only platforms. Alongside him, Greg, VP of Product and Client Services, brings his 20+ years of legal tech experience to the conversation, offering insights into how QuikData prioritizes security, affordability, and convenience for corporations and law firms.We learn about their origin story, tracing back to their first venture, Lateral Data, and the development of Viewpoint, an eDiscovery platform ultimately acquired by Xerox. Matt and Greg discuss how those early experiences shaped their vision for QuikData. We also discuss the role of AI in the industry, how it's reshaping workflows, and QuikData's practical approach to leveraging AI to enhance, not replace human decision-making in complex legal processes. This episode delivers a refreshing perspective on innovation, security, and the power of going against the grain.Matt Berry is an attorney, serial entrepreneur, and co-founder of QuikData, a platform rethinking how legal teams manage eDiscovery and secure collaboration. Before QuikData, Matt co-founded Lateral Data, where he and his team developed Viewpoint, an end-to-end eDiscovery solution focused on on-premises and enterprise deployments. Earlier in his career, Matt co-founded Diamed with his wife Simone—a mail delivery medical supply company that served over 30,000 patients nationwide with diabetes testing supplies and related products. A graduate of Rice University, Matt is also a former Division I tennis player and still finds time to stay active on the court. His diverse background across industries informs his thoughtful approach to building tools that solve real-world problems.Greg Anderson serves as the Vice President of Product and Client Services at QuikData. With over twenty years of experience in legal technology, he specializes in the design and application of E-Discovery solutions, enjoying the challenge of problem solving by leveraging both traditional and non-traditional approaches to address complex or unique problems. His background includes key product management roles at Lateral Data and Conduent, and prior to joining QuikData, he led an E-Discovery Project Management team at Norton Rose Fulbright, where he focused on multinational matters.QuikData is a software development company specializing in eDiscovery and data room solutions for legal service providers, law firms, corporate legal departments, and financial institutions. Founded in 2016 and headquartered in Houston, Texas, QuikData offers intuitive and powerful tools designed to streamline complex legal data management tasks. ​Their flagship product, Quik E-Discovery, is an end-to-end platform that facilitates the entire electronic discovery process, including data processing, analysis, review, and production. 

Welcome to Multidimensional Data Reversion, a four-part podcast series from Ropes & Gray's Insights Lab where data analysis intersects with the law. On this first episode, join Shannon Capone Kirk, managing principal and global head of Ropes & Gray's advanced e-discovery and AI strategy group, and David Yanofsky, director of data insights, analytics and visualization at the R&G Insights Lab, as they delve into the evolving world of e-discovery, data governance and the impact of generative AI (“GenAI”) on legal practices. Discover how technology is transforming the way legal professionals handle electronic data and learn about best practices for managing information in today's digital age.

John Tredennick, CEO and founder of EDRM Trusted Partner, Merlin Search Technologies, sits down with Kaylee & Mary to talk about his journey from litigation partner to eDiscovery entrepreneur, why he founded another eDiscovery company, how the fourth generation of his AI-first platform, rebranded from Discovery Partner to Alchemy, differs from its previous incarnations, and differs from his first company's innovation with CAL, Catalyst. Our discussion traversed the surprising facility of Merlin Alchemy to go beyond summarizations and timelines to actually crafting case outlines, compelling closing arguments even with high volume and difficult data types, like medical records and construction documents. John will demo Alchemy at Legalweek, and on the EDRM Global Webinar Platform. Register here: https://gateway.on24.com/wcc/eh/4208134/lp/4891509/introducing-merlin-alchemy-using-next-generation-genai-to-transform-information-into-intelligence

This week Kevin and Laura sit down with Damon Reissman, President of Celerity Discovery, to explore the complexities of multilingual litigation and how Celerity's innovative Multilingual Litigation Support (MLLS) offering is reshaping the legal tech landscape. Damon brings over 20 years of experience in eDiscovery and litigation support, having led major engagements at Deloitte and PwC before spearheading Celerity's data intelligence solutions across 30+ countries.Damon shares insights into the development of Celerity's MLLS platform, designed to address the unique challenges legal teams face in cross-border litigation—ranging from managing large volumes of multilingual data to ensuring defensibility and cost control. He discusses how traditional translation services often fall short in the legal context and how Celerity's MLLS stands apart by leveraging AI and machine learning to accelerate document review, maintain accuracy, and reduce costs. With globalization increasing the demand for efficient multilingual litigation solutions, Damon offers his predictions on the future of MLLS and how technology will continue to evolve to meet the needs of law firms, corporations, and government agencies. He also shares his favorite type of client to work with and the services he enjoys showcasing most. Tune in to hear how Celerity is changing the game in legal tech and why Damon believes the future of litigation support is multilingual, intelligent, and cost-effective.Damon Reissman is the President of Celerity Discovery, a leading data intelligence company specializing in eDiscovery and litigation support for over 20 years. With more than two decades of experience at Deloitte and PwC, Damon has advised clients on complex litigation, regulatory investigations, and data management strategies. He is an expert in electronic discovery, digital forensics, and legal operations, having led hundreds of cases across the Electronic Discovery Reference Model (EDRM) in 30+ countries.Damon has worked extensively across industries such as Energy, Technology, Life Sciences, Financial Services, and Government. He is recognized for his ability to lead global teams, develop in-house eDiscovery solutions, and provide strategic guidance on litigation response, regulatory compliance, and data management best practices.

This week we welcome Chan Hee-Koh, CEO and co-founder, and Justin Brownstone, Strategic Partnership Lead at FileRead. As legal professionals and tech enthusiasts gear up for LegalWeek, the conversation starts with some lighthearted banter about the best places to visit in New York—including a passionate endorsement of Angelina in Paris' hot chocolate. However, the discussion quickly turns toward the evolving role of AI in the legal industry and how FileRead is shaping the future of litigation technology.Chan shares the deeply personal story that inspired FileRead's creation: his immigrant family's experience during the 2008 housing crisis. Seeing how legal services were out of reach for many due to the complexity and cost of litigation, he set out to develop a platform that could make legal discovery and fact-finding more accessible and efficient. FileRead focuses on litigation-specific AI applications, aiming to streamline document review, build stronger factual narratives, and uncover hidden stories within vast amounts of case data. The discussion also touches on the industry's skepticism toward AI and the need for legal tech companies to build trust and demonstrate real value.The conversation then turns to FileRead's recent growth and roadmap for 2025. Having secured a $6 million seed funding round and a strategic partnership with Simplify, the company is expanding its capabilities beyond Relativity to offer a standalone AI-powered litigation analysis platform. Justin highlights how FileRead's technology goes beyond standard eDiscovery tools by enabling instant document analysis, chronology building, and memo drafting—tasks that traditionally take weeks of manual work. The team is also working on developing litigation workflows that will automate complex fact-checking processes, helping lawyers assess case strengths and identify missing evidence more efficiently.A key theme of the episode is the legal industry's slow but inevitable adoption of AI. Chan and Justin discuss how legal workflows are fundamentally different from those in other industries due to the uncertainty and unpredictability of litigation. Unlike transactional law, where contracts and compliance processes are more standardized, litigation involves a constantly shifting landscape where new evidence and legal arguments can completely change the direction of a case. The hosts and guests explore how AI is beginning to bridge the gap between human expertise and technological efficiency, making legal work more strategic and less burdened by repetitive document review.As the episode wraps up, the hosts reflect on the rapid evolution of legal technology. Greg and Marlene note that while AI has been discussed in legal tech for years, the capabilities of large language models (LLMs) have dramatically accelerated in just the last two years. Chan and Justin acknowledge that staying ahead in this fast-moving space requires constant experimentation and adaptation. However, they emphasize that while technology can enhance legal work, people remain at the center of the industry. AI should be seen as a tool that empowers attorneys rather than replaces them. To learn more about FileRead, visit FileRead.com, or reach out directly to Chan and Justin via email.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠Transcript

Xen Hartzell, podcast producer and editor of the Illumination Zone, sits down with Kaylee & Mary to celebrate the Illumination Zone's 200th episode. Xen's fiction podcasts "Midst" and "Unend" have repeatedly topped global fiction podcast charts and have garnered numerous editing and audio drama podcasting awards. Xen set the foundation for the Illumination Zone and has been behind the scenes editing the show since day 1. After sharing their journey to eDiscovery through Death Metal, EDRM's best kept secret came over to the other side of the mic to interview us as we look back on 200 episodes of the Illumination Zone and reflect on the past, present, and future of eDiscovery and podcasting.

Legal data isn't just for eDiscovery anymore—it's a strategic weapon. AI-driven analytics are transforming legal teams into business intelligence powerhouses, helping HR, compliance, and cybersecurity teams solve problems faster than ever before. In this episode, Benjamin Sexton (JND) shares: How AI is shifting legal work—are we saving time or just creating more high-value tasks?  Why legal teams are becoming the “calculators” of business intelligence How Walgreens and other companies use eDiscovery tools to solve compliance challenges in hours, not weeks  If you're in eDiscovery, legal ops, or compliance, this episode will change how you think about legal data—and your career. 

Nicole Fryson, Director of Managed Review with EDRM Trusted Partner, Level Legal, sits down with Kaylee & Mary to talk about her journey to eDiscovery, the people and culture of Level Legal, some of the challenges in her 20 years of managed review, the difference in uptake of GenAI and TAR, the difference in cities from New Delhi to Minneapolis, DC and Atlanta, and ending with a fun fact about her.

Sergey Demyanov, Founder and CEO of EDRM Trusted Partner, Beagle, sits down with Kaylee & Mary to talk about his journey to eDiscovery, the core values of Beagle, what makes Beagle so different, and what kind of legal teams are in focus for Beagle. Sergey's fun fact will endear him to our Australian community. Sergey and Team Beagle will be on the Exhibit Floor at Legalweek, Booth 3303, Americas Hall 2 at the Midtown Hilton. Sergey welcomes those wanting to contact him to book a meeting https://discoverbeagle.com, whether for a private demo or discussion at Legalweek, or to have a conversation. Register for EDRM's webinar featuring Beagle's platform on March 19th here: How to Get AI Benefits Without Getting Into Trouble - https://event.on24.com/wcc/r/4881559/037043AACD3165C87192DB139A346B04?partnerref=EDRMpod

Kara Barnes, Managing Director with EDRM Trusted Partner, Ankura, sits down with Kaylee & Mary to talk about her journey to eDiscovery and focusing on the most challenging and enjoyable projects she's stewarded for clients. We explored the impact great mentors and large language models have on eDiscovery practice and our personal lives and we concluded with a fun fact about Kara.

Our guest this week, Hal Brooks, is the CEO at HaystackID Group Holdings, a specialized eDiscovery services firm helping corporations and law firms find, understand, and learn from data when facing complex, data-intensive investigations and litigation. Hal is an eDiscovery and litigation technology professional with more than 25 years of experience. He has participated in the acquisition and growth of several industry-leading companies, and has helped businesses address challenges in the areas of litigation strategy, automated discovery processes, and cybersecurity. This year, Hal was given the Lifetime Achievement Award at the Legalweek Leaders in Tech Law Awards. Today, Hal speaks with us about the advice he received at the beginning of his career, the evolution of the eDiscovery industry, Haystack's commitment to being a voice of reason, and the need for continuous education as technology evolves. Read the full transcript of today's episode here: https://www.seyfarth.com/dir_docs/podcast_transcripts/pioneers_Hal_Brooks.pdf

Welcome to today's AI Lawyer Talking Tech podcast, where we delve into the latest developments in artificial intelligence and its impact on the legal profession. The field is seeing a surge in AI adoption, with legal teams leveraging these tools for a variety of tasks, from contract management and research to eDiscovery and case management. We'll explore how legal departments are measuring the success of these initiatives, the increasing convergence of managed legal services with cutting-edge AI technologies, and the ethical considerations surrounding AI use. Today's discussion will also touch on the critical need for AI literacy in the legal field and the evolving legal framework governing AI-generated content. We will also look at the role of AI in healthcare and the use of virtual data rooms in legal settings. As AI reshapes the legal landscape, it is crucial to stay informed on the latest trends, challenges, and opportunities presented by this transformative technology.Measuring Success in GenAI Adoption: Legal Departments at the Crossroads13 Feb 2025AxiomLaw.comClient Alert: Court Decides that Use of Copyrighted Works in AI Training Is Not Fair Use: Thomson Reuters Enterprise Centre GmbH v. Ross Intelligence Inc.13 Feb 2025JD SupraSpotDraft raises $54M to help legal teams manage contracts with AI13 Feb 2025SiliconANGLEManaged Services Company Factor Acquires Legal Tech Design Firm Theory and Principle to Accelerate Its Push Into AI-Enabled Legal Services13 Feb 2025LawSitesMedia News Daily: Top Stories for 02/13/202513 Feb 2025Media Bias/Fact CheckThe Limits of AI for Your Foreign and Comparative Legal Research Needs13 Feb 2025SlawJudge ruling on AI could change the fate of copyright lawsuits13 Feb 2025Android HeadlinesLawyers on Bluesky: A Guide to the Rising Social Media Platform Attracting Legal Professionals13 Feb 2025Articles, Tips and Tech for Law Firms and LawyersLSC ‘Talk Justice' podcast examines how self-help legal kiosks create adaptable access13 Feb 2025LegalNews.comWhen a Glitch in the Matrix Becomes a Legal Problem: Meta's Re-Follow Scandal13 Feb 2025Vanderbilt JETLawCPPA Proposed Rulemaking Package Part 2 – Automated Decision-Making Technology13 Feb 2025Debevoise Data Blogikaun Names Mark Bilson as CRO to Drive Growth and Innovation13 Feb 2025Legal Technology News - Legal IT Professionals | Everything legal technologyAre you AI literate? Schools and jobs are insisting on it—and now it's EU law13 Feb 2025Stephen's LighthouseFactor acquires Nicole Bradick's development agency Theory and Principle in GenAI push13 Feb 2025Legal IT InsidervLex Does Well At ‘AI Smackdown' + Ed Walters Interview13 Feb 2025Artificial Lawyer“Why Law Firms Need Virtual Data Rooms for Secure Case Management”13 Feb 2025Legaltech on MediumGenerative AI and the Duty of Competence Conundrum13 Feb 2025Holland & Knight5 Steps You Can Take to Ensure Your Company's AI-Generated Works are Protected By Copyright13 Feb 2025Fisher & Phillips LLPCalifornia Turns to the Use of AI in Healthcare13 Feb 2025Berwin Leighton Paisner

Välkommen till en ny säsong av Vi Jobbar med Data podden! I det här avsnittet kör vi tre snabba mini-nyheter och pratar lite längre om Return to Office som börjar bli mer och mer på tapeten.Länkar:Validate critical information security skills with our new Certification | Microsoft Community HubMicrosoft Applied Skills: Implement retention, eDiscovery, and Communication Compliance in Microsoft Purview - Applied Skills | Microsoft LearnMicrosoft Applied Skills: Prepare security and compliance to support Microsoft 365 Copilot - Applied Skills | Microsoft LearnMicrosoft Teams Native Bluetooth Headsets | LogitechTeamsdagen 2022: Jobba hjärnsmart i Teams? Jättehjärna! (Caroline Kallin) - YouTubeResearch Proves Your Brain Needs Breaks | Microsoft Community HubWhat's new in Microsoft Intune | Microsoft Learn---------------------------------------------Följ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Vi jobbar med data på LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠Amanda | ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠| ⁠⁠⁠⁠⁠⁠⁠⁠⁠BlueSky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Simon | ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠| ⁠⁠⁠⁠⁠⁠⁠⁠BlueSky⁠⁠⁠Ola | ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠| ⁠⁠⁠⁠⁠⁠⁠⁠⁠BlueSky⁠⁠

Legal work isn't just about managing data—it's about unlocking intelligence. AI, eDiscovery, and Legal Data Intelligence (LDI) are transforming how firms analyze, predict, and strategize. Are you keeping up? In this episode, Robert Keeling (Partner, Redgrave LLP) joins David Cowen to unpack how AI, legal data intelligence, and next-gen eDiscovery are transforming the legal industry.

Today Laura and Kevin are joined by Matthew Rasmussen, founder of ModeOne, a trailblazer in the legal tech and eDiscovery space, to explore how his innovative solutions are reshaping digital forensics. Matt shares his insights on the challenges and opportunities in mobile data collection and forensic investigations. We talk about the genesis of ModeOne and how its remote smartphone collection solution disrupts traditional forensic practices, offering a scalable, targeted, and cost-effective approach. Matt explains how innovations like these are leveling the playing field in a sector traditionally dominated by giants like Cellebrite. We discuss the balance between privacy rights and forensic needs in the age of remote work and encrypted communications and the future of forensic investigations with emerging technologies like IoT devices, wearables, autonomous vehicles, and drones. We also cover the challenges of detecting manipulated digital evidence and how forensic tools are evolving to address these issues and the pivotal role of platforms like Signal and WhatsApp in secure communications, contrasted with the vulnerabilities of less secure options. Matt also offers his perspective on high-profile cases like the Blake Lively/Justin Baldoni case and the Alex Jones trial, shedding light on how digital evidence plays a crucial role in litigation today. Finally, Matt shares advice for aspiring innovators in the legal tech space, predictions for the next decade in eDiscovery, and why he believes the best is yet to come for the industry.Matthew is a seasoned leader with over two decades of eDiscovery experience transforming how Fortune 500 companies, AmLaw 200 law firms, and litigation service providers approach complex, high-stakes legal matters. He has held key roles at prestigious organizations like O'Melveny & Myers and Bingham McCutchen, building a reputation for innovation in eDiscovery lifecycle management and legal technology.As the founder of ModeOne, Matthew pioneered the first remote smartphone collection solution designed for targeted, cost-effective data extraction, revolutionizing modern evidence management. Known for his collaborative approach and passion for solving industry challenges, he thrives on delivering new technology to the market that redefine what's possible in the legal tech space.

This week's guest, Marla Crawford, is a respected attorney, strategic advisor, and thought leader with over 35 years of experience in the legal industry. She currently serves as general counsel at Cimplifi, an integrated legal services provider that leverages technology to simplify the experience of eDiscovery and contract analytics for law firms and legal departments. For 22 years, Marla practiced law at the international firm Jones Day, focusing on the discovery phase of litigation. She also served as associate general counsel for Goldman Sachs for 11 years, where she led the firm's global eDiscovery practice and focused on complex commercial and securities litigation and regulatory investigations. Additionally, Marla was part of the inaugural class of the Education Advisory Council of the Corporate Legal Operations Consortium (CLOC). Today, she advises on issues relating to information governance as well as the deployment of new technologies. Marla also speaks regularly on legal tech, eDiscovery, and information governance issues. In our conversation, Marla discusses how her father inspired her to become a lawyer, her involvement at the early stages of eDiscovery, why transparency is so important in adopting legal tech, and how generative AI has stimulated demand for other legal tech adoption.

Ryan Costello, Director of Program Management - Advisory Services for our wonderful Trusted Partner, HaystackID, sits down with Kaylee & Mary to talk about his journey to eDiscovery including work with Project Counsel and Project Counsel Media and what attracted him to HaystackID. Kaylee and Mary first met Ryan at Trusted Partner, Adrian Kiernan's and La Touche Training's wonderful Legal Tech Conference in Dublin, Ireland. Ryan, a CIPP for both the US and the EU, gave us a bird's eye view of the Legal Data Intelligence initiative stewarded by another of our Trusted Partners, Relativity. We ended on a hilarious fun fact, and an open invitation to return. The article referenced in the podcast can be found here: https://haystackid.com/privacy-without-borders-ryan-costello-brings-global-expertise-to-haystackid/.

Today Kevin and Laura chat with John Martin, CEO of RedFile Technologies, and Chris LaCour, founder of Ingenious Dataworks about the fascinating intersection of eDiscovery, AI, and cybersecurity. Starting with their unique backgrounds, we explore eDiscovery's obsession with AI and uncover where the industry may have gone astray.John argues that the problem lies in the “A” of AI—highlighting the limitations of artificial intelligence and its inability to fully understand context. He explains RedFile's game-changing 3DI approach, developed over 17 years, which combines graphical, content, and attribute analysis with emotional tone detection to provide a more nuanced and accurate picture. Chris critiques the industry's reliance on buzzwords and inefficient human-in-the-loop processes while advocating for practical solutions like 3DI that are cost-effective and CPU-driven. The discussion shifts to cybersecurity, with a thought-provoking analysis of why the industry focuses on tracking people ("the who") rather than protecting data ("the what"). John and Chris reveal how disorganized data can lead to massive vulnerabilities, and argue for better data classification and privacy-first strategies to address these issues. We discuss whether the eDiscovery and cybersecurity industries can level the playing field for smaller companies or if a divide between the "CPU vs. GPU" approaches will leave less-resourced organizations behind. With sharp insights, humorous anecdotes, and practical advice, this episode offers a fresh perspective on innovation, the pitfalls of AI hype, and how businesses can chart a better path forward in a data-driven world.John Martin, CEO of RedFile Technologies, Inc., and a U.S. Army veteran, brings over three decades of experience in data science and technological innovation to his leadership role. His extensive expertise in developing advanced data processing technologies has been pivotal in the creation and continuous refinement of the innovative 3DI platform. Under his visionary leadership, RedFile is not merely navigating but actively shaping the future of document processing and data analysis. Guided by John's direction, RedFile has revolutionized document and image processing with its state- of-the-art 3-Dimensional Inference (3DI) technology. This breakthrough replaces the traditional, labor- intensive "stare and compare" methods with automated, headless systems that significantly enhance efficiency and accuracy across various industries. A committed advocate for innovation, John also places a strong emphasis on customer success and regulatory compliance. His leadership ensures that RedFile not only leads in technology but also empowers businesses to harness data-driven insights for informed decision-making, fundamentally transforming their operational and strategic landscapes. Chris LaCour is a serial entrepreneur with a proven track record of founding and scaling multiple successful businesses across diverse industries. Renowned for a sharp ability to spot market opportunities, drive innovation, and accelerate growth, Chris has consistently built companies that make a lasting impact.Most recently, Chris launched Ingenious Dataworks, a company dedicated to solving critical data management challenges for businesses. With a deep understanding of the complexities surrounding data in today's digital landscape, Chris' latest venture leverages cutting-edge 3DI technology to streamline data operations, improve accessibility, and enable organizations to make more informed, data-driven decisions. Passionate about delivering tangible value through innovative solutions, Chris is committed to helping businesses unlock the full potential of their data, empowering them to remain competitive and agile in an increasingly data-centric world.

Digital information management is a delicate balancing act, connecting the moving parts of a busy legal operation with the information technologists who manage the data. How do you pull an entire office together and manage and leverage all that information?  Guest Stephanie Clerkin is the Director of Litigation Support at Korein Tillery and a 2024 recipient of the Gayle O'Connor Spirit Award, which celebrates e-discovery and legal technology leaders who make noteworthy contributions to the fields of e-discovery, legal tech, information governance, cybersecurity, and data privacy. The award is named for the late Gayle O'Connor.  Hear some of the secrets of bringing people together around technology (even dragging along some of the stragglers who have “always done it this way”). You'll learn to adapt to different styles, demonstrate the value of efficient data management, and sometimes do more with less. Legal tech and data management never sleeps. Helping everyone – from support staff to senior attorneys – keep up is a challenge.  Finding a mentor, establishing a work life balance, and mastering technology test us all, but Clerkin has tips you can put to work now.  Mentioned in This Episode: Gayle O'Connor Spirit Award announcement Relativity e-discovery platform Relativity certifications Make-A-Wish Young Professionals NALA Conference & Expo 2025 NALA, The Paralegal Association Learn more about your ad choices. Visit megaphone.fm/adchoices

Digital information management is a delicate balancing act, connecting the moving parts of a busy legal operation with the information technologists who manage the data. How do you pull an entire office together and manage and leverage all that information?  Guest Stephanie Clerkin is the Director of Litigation Support at Korein Tillery and a 2024 recipient of the Gayle O'Connor Spirit Award, which celebrates e-discovery and legal technology leaders who make noteworthy contributions to the fields of e-discovery, legal tech, information governance, cybersecurity, and data privacy. The award is named for the late Gayle O'Connor.  Hear some of the secrets of bringing people together around technology (even dragging along some of the stragglers who have “always done it this way”). You'll learn to adapt to different styles, demonstrate the value of efficient data management, and sometimes do more with less. Legal tech and data management never sleeps. Helping everyone – from support staff to senior attorneys – keep up is a challenge.  Finding a mentor, establishing a work life balance, and mastering technology test us all, but Clerkin has tips you can put to work now.  Mentioned in This Episode: Gayle O'Connor Spirit Award announcement Relativity e-discovery platform Relativity certifications Make-A-Wish Young Professionals NALA Conference & Expo 2025 NALA, The Paralegal Association Learn more about your ad choices. Visit megaphone.fm/adchoices

Jess Moore, Inside Sales for our wonderful Trusted Partner, HaystackID, sits down with Kaylee & Mary to talk about her journey to eDiscovery, what attracted her to HaystackID, how she approached her role as a new administrative assistant to grow into creating a Customer Success initiative and role. We talked about some standout moments and Jess' approach to meetings at Houston's renown Women in eDiscovery chapter, and ended with one of the most shocking fun facts we've heard: shark diving!

Episode Description: In this episode, David Cowen speaks with Bobby Malhotra, Partner at Winston & Strawn and a founding member of Legal Data Intelligence (LDI). Together, they explore how AI, eDiscovery, and data governance are reshaping the legal industry. Bobby also highlights the power of mentorship, the evolution of legal data intelligence, and the lessons he's learned from his own career journey. If you're navigating the future of law, this conversation is a must-listen. What's Inside? eDiscovery's Next Chapter: Bobby dives into how the field has evolved from email production to a sophisticated practice that influences case outcomes and strategies. The Role of AI in Legal Data: Discover how conversational AI is eliminating friction, accelerating time to insights, and revolutionizing how legal teams manage data. Legal Data Intelligence (LDI): Learn about the founding and mission of LDI, a professional network designed to tackle the most complex data challenges across disputes, transactions, and compliance. Mentorship and Leadership: Bobby shares how mentorship transformed his career and why building relationships with mentors and mentees is critical to success in the legal profession. Going Above and Beyond: Bobby recommends Unreasonable Hospitality by Will Guidara as a blueprint for creating extraordinary client experiences. Key Mentions: Books: Unreasonable Hospitality by Will Guidara Influencers: Kathleen McDowell, John Rosenthal, and Scott Cohen Organizations: Legal Data Intelligence (LDI), and  Winston & Strawn Takeaways Leverage AI Tools: Start using conversational AI like ChatGPT to interrogate your data and uncover insights faster. Mentorship Matters: Find mentors who align with your goals and reciprocate by sharing your own expertise. Join Professional Networks: Get involved with groups like LDI to connect with industry leaders and stay ahead of emerging trends.

In this episode, Ann delves into the critical importance of career security over job security for legal professionals. As she prepares to launch the "AI Bootcamp" on January 20th, Ann shares invaluable advice on embracing new technology trends, specifically artificial intelligence, and reminisces about the crucial shift towards E Discovery in 2010. The transcript underscores the need for paralegals to remain adaptable and proactive in the ever-evolving legal landscape by prioritizing continuous professional development. Ann emphasizes the importance of integrating AI into legal practice, drawing parallels with past technological shifts and highlighting the potential risks of lagging behind. Ann also discusses ABA Formal Opinion 512, which stresses the need for technical competence, client confidentiality, internal policy setting, and independent verification in the use of AI, illustrating these points with practical examples relevant to paralegals and legal assistants.   Key Takeaways: Prioritize career security over job security by continually enhancing your skill set beyond your current job responsibilities. Understanding and integrating AI into your legal practice is crucial for staying competitive as a legal professional. Independent verification is crucial when using AI tools, much like verifying work delegated to colleagues. Embrace the use of AI technology proactively, even if your workplace hasn't fully integrated it yet, to avoid future career disadvantages. Get more free paralegal resources:  https://paralegal-bootcamp.com/paralegal-resources 

Jenna Rooney, Director of Client Services for Arete sits down with Kaylee & Mary to talk about her journey to eDiscovery, winning not one, but two, Innovation Awards at this year's Relativity Fest, and the similarities and differences between eDiscovery and Incident Response. You know Jenna Rooney also offered a great fun fact about herself, one that, in her signature fashion, resulted in yet another technical certification!

Today Kevin and Laura dive into the world of eDiscovery with Bryant Gauthier and Chris Purdy from Celerity Discovery, a division of Celerity that helps government agencies, law firms, and corporations navigate complex litigation. Bryant and Chris discuss what sets Celerity apart, from their expertise in investigations and expert witness services to their new Multi-Language Litigation Service. They share how AI is reshaping billing models and streamlining the discovery process, discuss career highlights, and offer advice for those entering litigation consulting. Plus, hear how Chris's journey took him from owning a bar to becoming a trusted courtroom expert. Bryant and Chris bring years of experience crafting solutions across the EDRM. Bryant also discusses their upcoming webinar, How to Leverage Your Internal eDiscovery Program to Optimize Results. Listen for insights into the future of eDiscovery and the innovative work happening at Celerity. Bryant Gauthier, the Vice President of Celerity Discovery, is a trusted advisor to law firms and in-house counsel. His expertise lies in identifying cost-saving measures for data identification, eDiscovery, data analysis, data mapping, information governance, privacy, and legal operations. He has a wealth of experience in serving clients in complex litigations and investigations, including regulatory investigations with agencies such as the SEC, DOJ, and CFPB and with congressional inquiries. Prior to his role at Celerity, Bryant held key positions at Huron Consulting, Skadden Arps, Buckley Sandler, Finnegan Henderson, and Xerox. Bryant has led matters spanning the EDRM, handling cases in North America, Asia, and Europe. He focuses on innovative solutions that reduce fees, time spent, and risk fees throughout the discovery process. He has supported Law Firm and In-House Legal teams in litigation, internal investigation, and government inquiries involving a variety of industries.Chris Purdy, the Vice President of Litigation Services, has nearly three decades of experience in the litigation consulting arena, and leads Celerity's Data and Damages Analysis practice. He has managed all aspects of the firm's most complex and high-profile data analysis engagements, including data collection, database development, authoring of Expert and 1006 Summary Witness Reports, and submission of written and live testimony. In the data collection and database development phases, Chris develops and implements strategies to ensure gapless data collections, identifies critical relations between multiple tables and databases, and validates and ensures the integrity of all relevant data fields. In support of case strategy and in development of Expert Reports, Chris works with his clients to identify key case issues and the data sets that speak to those issues, and develops compelling and robust analyses and exhibits based upon that data.In addition to his work related to Data and Damages Analysis, Chris has decades of experience in developing discovery strategies and in managing collections, data processing, review, and productions. Prior to joining Celerity, Chris was a co-founder of Certus Consulting Group, a litigation consulting firm, and a Project Manager at ZIA Information Analysis Group. Celerity Discovery provides advanced eDiscovery, data analysis, expert witness and incident response services to clients seeking to optimize complex matter results. Blending extensive experience managing matters across all phases of the EDRM, Celerity Discovery services help clients convert raw data into clean intelligence to optimize cases and mitigate risk. With deep roots in complex data analysis, Celerity Discovery legal services practitioners are proven experts in providing clients with advanced solutions from forensics to final production, expert testimony and beyond.

Anthony Diaz, Chief Information Security Officer (CISO) for EDRM Trusted Partner, Exterro, sits down with Kaylee & Mary to talk about his journey to eDiscovery, Exterro's attainment of the coveted HITRUST certification and trends he sees emerging in our practices. Anthony also explained how Exterro's HITRUST initiative correlates with the stages of the EDRM, and the data hygiene Exterro practices around encrypting data, not only at rest and in transit. He emphasized that besides the encryption of data, Exterro does not have access to client credentials, ending with a fun fact about him and an AI movie recommendation.

On Episode #30 of the Alternative Litigation Strategies podcast, host Kevin Skrzysowski sits down with author and technology evangelist W. Curtis Preston to discuss the latest eDiscovery challenges, strategies, and best practices for law firms and in-house legal departments.  Kevin and Curtis discuss what surprises lawyers the most about eDiscovery, the challenges of extracting backup information, the increasing complexity of dealing with mobile devices, and best practices for selecting and working with your eDiscovery provider. 

With 2024 coming to a close, the Sync Up crew is reflecting on our favorite OneDrive features of the year, and looking forward to the Unlicensed User changes coming in 2025! Stephen Rice and Arvind Mishra are joined by keeper of the OneDrive roadmap, Irfan Shahdad, and Archive and unlicensed user expert Trent Green! Irfan will take you through the OneDrive 2024 experience to make sure you don't miss any of the great improvements in the product! Trent will guide you through the upcoming changes to unlicensed users in OneDrive, what it means, and how you can prepare!   Click here to listen and watch all Sync Up episodes on YouTube.    Stephen Rice | LinkedIn | co-host Arvind Mishra | LinkedIn | co-host Irfan Shahdad | LinkedIn| guest Trent Green| LinkedIn| guest OneDrive | Twitter | Blog | Newsletter   Click here for transcript of this episode.  Click here to learn more about Unlicensed User changes. Microsoft OneDrive Blog - Microsoft Community Hub OneDrive Office Hours Sign Up Microsoft News Podcasts page: Microsoft Podcasts – Stay connected, informed, and entertained with original podcasts from Microsoft Microsoft Podcasts & Shows – Microsoft Adoption Microsoft Community Learning - YouTube

Join us for the “Heroes Unite: Exploring the Future of Legal Technology Careers” panel at the 3rd Annual ACEDS eDiscovery Day in Austin, Texas. This dynamic session brings together industry leaders to discuss the rapidly evolving legal technology landscape. Gain insights into how emerging technologies are reshaping career paths, the growing importance of technical expertise and soft skills, and discover new opportunities for growth and innovation in the field. Whether you're a seasoned professional or just starting your journey, this discussion will equip you with the knowledge to thrive in the ever-changing world of eDiscovery and beyond. 

Kris Taylor, President of EDRM Trusted Partner, Purpose Legal, sits down with Kaylee & Mary to talk about his journey to eDiscovery- from the restaurant business in his younger days to eDiscovery via his brother, Kim Taylor and the magic he and Greg Mazares, Purpose Legal's CEO, share. Kris also talked about the trends he sees emerging in eDiscovery, what Purpose Legal is doing to capitalize on them, ending with Kris sharing a surprising fun fact about himself.

What does the CISO need to practice everyday in terms of basic legal literacy? Let's answer that question by looking through the lens of data breach and privacy class action litigation. Our guest is Douglas Brush, a court-appointed Special Master and testifying expert in high-profile litigations involving cybersecurity, information governance, data privacy, and eDiscovery. Your hosts Kip Boyle, CISO with Cyber Risk Opportunities, and Jake Bernstein, Partner with K&L Gates. Doug's LinkedIn profile -- https://www.linkedin.com/in/douglasabrush/ Doug's Website -- https://brushcyber.com/

Stephanie Wienke, Security Specialist for our wonderful Trusted Partner, HaystackID, sits down with Kaylee & Mary to talk about her journey to eDiscovery, how her English major and creative writing background helps in the security field and how she and her team collaborate to keep the organizational certifications active and current. She explained HaystackID's mentorship culture and the security certifications she is pursuing in the near term.

Today Laura and Kevin speak with Mr. Backup himself, W. Curtis Preston. We talk about the biggest opportunities for innovation in legal tech. We hear Curtis' thoughts on AI redefining roles within legal teams. We discuss the biggest technical and logistical obstacles to satisfying an eDiscovery request when it comes to handling backup data. Curtis walks us through why backups present unique challenges in eDiscovery compared to other types of data sources. We also hear Laura and Curtis' thoughts on the PT Cruiser and so much more!W. Curtis Preston is a Legal Tech Evangelist specializing in eDiscovery and Forensic Acquisition. Curtis possesses a unique combination of legal and technical expertise and has been an expert witness on multiple lawsuits, consulting and being deposed on multi-million-dollar matters that included intellectual property, patents, and insurance. He has even been a pro se litigant in three cases – and prevailed in each case. He has brought his expertise to S2|Data, a legacy data and discovery solution aiding Fortune 500 legal teams, AMLAW 100 Law Firms & Sole Practitioners in computer forensics and eDiscovery.

Yana Dashevsky, Vice President of Business Development for our wonderful Trusted Partner, HaystackID, sits down with Kaylee & Mary to talk about her journey to eDiscovery and the US, her unique approach to conversations with clients, what drew her to HaystackID and a fun fact about her.

In this podcast panel interview, the panelists will discuss the pros and cons of moving from a server based eDiscovery system to a Cloud based one, what are the benefits, what are the risks and what are helpful tips and tricks.   Moderator: @Shawn McClurg - Director of Practice Solutions, Miles & Stockbridge P.C.    Panelists: @Rick Clark - VP, CloudNine  @Rachel McAdams - Senior Consultant, Sky Discovery  @Christy Weisner - Senior Manager, Practice Innovation & Litigation Services, Paul Hastings Recorded 11-8-2024

Learn about eDiscovery AI.Check out my new show, the Law for Kids Podcast.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ using the code LAWSUBSCRIBED to get 10% off an annual subscription.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the Substack newsletter to get notified about every episode, listen from your web browser, and for additional content.Follow ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@lawsubscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠everywhere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Sign up for the Subscription Seminar waitlist at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscriptionseminar.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

Robert Keeling, Partner and leader of Redgrave's Second Request Practice sits down with Kaylee and Mary to talk about moving his highly technical and experienced practice team from Sidley to Redgrave. Known to many as the "King of Second Requests", Robert explained what makes that discipline challenging, and also what the "First request" is. Robert noted his and Redgrave's complimentary business models for providing the eDiscovery and technical foundation for merits counsel. We talked about Robert's pro bono work on unaccompanied minors, along with a very surprising and illuminating fun fact about him. We ended thanking Robert, the inaugural Chair of the EDRM Global Advisory Council, for his many contributions to our EDRM community.

Tom Gelbmann, Co-Founder of the EDRM, sits down with Kaylee & Mary to catch us up on what's been happening with him since his last Illumination Zone appearance three years ago. We talked about how the iconic EDRM model came about, his thoughts on the EDRM 2.0 update for it, the IGRM and we elicited a fun fact about this OG of the eDiscovery community.

Peter Gronvall, Senior Managing Director, Data & Technology for EDRM Trusted Partner, Ankura, sits down with Kaylee and Mary to talk about his journey to eDiscovery from his Wall Street law firm days. Peter described his team's engineering approach to legal technology challenges in finding the right data and producing it timely, the unique challenges their flagship antitrust practice solves and how his background in construction informs building his businesses and relationships, ending with an invitation to share in the results of Ankura's research, scholarship and case studies.

This week we welcome Tim Follett, the founder and CEO of Structure Flow, a visual structuring tool designed specifically for lawyers. The conversation begins with a light-hearted discussion about recent events each attended. Greg shares his experience at the KM&I conference in New York, while Tim recounts his time at the Legal Geek conference in London. Marlene, not to be left out, talks about participating in Houston's Biketoberfest at the ION innovation hub and her insightful presentation with Ian Wilson from Servient on eDiscovery workflow. Tim delves into his experience at Legal Geek, highlighting the festival-like atmosphere and the palpable momentum within the legal tech ecosystem. He notes a significant increase in focus on AI and legal technology, emphasizing how these tools are becoming integral in the industry. The diversity and growth of the event reflect the expanding interest and investment in legal tech solutions worldwide. The discussion transitions to the critical role of data visualization in the legal sector. Tim explains how his frustrations as a corporate attorney—particularly the tedious process of creating structure charts in PowerPoint—led him to develop Structure Flow. He underscores the importance of visual tools in capturing and communicating complex information, making it more accessible and understandable. Visualizing relationships and connections help lawyers cut through complexity, a necessity in today's intricate legal landscape. Exploring the integration of AI, Tim describes how Structure Flow leverages artificial intelligence to enhance data visualization. By using large language models, the platform can automate the translation of written language into visual diagrams, effectively reducing manual workload and increasing efficiency. This capability is particularly useful in tasks like legal entity rationalization, where visualizing extensive data sets can be daunting and time-consuming. Looking ahead, Tim shares his vision for the future of visualization tools in the legal industry. He envisions a seamless, interconnected tech stack where lawyers can initiate new matters with AI assistance, pulling in all necessary information and working across multiple platforms through a unified interface. This integrated approach aims to reduce mental load, improve collaboration, and ultimately transform how legal professionals interact with complex data. The episode concludes with Tim's enthusiasm about expanding Structure Flow's presence in the U.S. market, bolstered by recent Series A funding, and his insights into the evolving landscape of legal technology.   Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠@gebauerm⁠⁠⁠⁠⁠, or ⁠⁠⁠⁠⁠@glambert⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

This episode features Matthew Rasmussen, Founder and CEO of ModeOne, which is an app that provides targeted smart phone data discovery. Matt discusses his journey from a psych major waiting tables to landing a job in eDiscovery in its earliest days-- a job that ultimately helped him land jobs in BigLaw for multiple firms running their litigation technology departments. It was when he was working for O'Melveny & Meyers when he had his "light bulb moment" that led to the creation of ModeOne, a solution addressing the challenges of efficient data collection from mobile devices. Matt explains how ModeOne works, its benefits over traditional digital forensic collection methods, and how it addresses concerns about evidentiary defensibility. He also highlights the various use cases for ModeOne beyond litigation, including internal investigations, HR matters, and compliance. The conversation delves into ModeOne's development, its unique approach compared to competitors, and its future roadmap, including internationalization and integrations with other platforms like Relativity. Learn more about Matt. Key Discussion Points: [0:39] Matt's unconventional path to eDiscovery [3:35] The "light bulb moment" that sparked the idea for Mode One [9:02] How Mode One works and its advantages [11:36] Addressing evidentiary concerns and gaining credibility [19:19] Expanding use cases beyond litigation [22:48] iOS and Android certification process [23:31] Apps and data supported by Mode One [25:18] Mode One's built-in review tool and Relativity integration [28:04] Future roadmap and upcoming features  

Today's guest, Lourdes Fuentes, is the founder and CEO of Karta Legal, a legal operations and law firm management consulting firm dedicated to transforming law firms and legal departments through efficiency. Lourdes has over 30 years of experience in the legal field, focusing on insurance litigation, legal technology, and legal operations, among many other areas. As a practicing lawyer, she took an interest in eDiscovery and document digitization at a time when these processes were still very new. Having gained years of experience and knowledge, she shifted her focus toward improving the delivery of legal services for law firms and legal departments. In her work, Lourdes utilizes curated design thinking, Lean Six Sigma, and Agile project management tools and techniques tailored to the management of the business of law and legal processes. In our wide-ranging discussion, she talks about the origins of Karta Legal, the challenges of encouraging lawyers to embrace technology, how her thoughts on generative AI have changed over time, and her advice for those starting a legal tech business.

For Episode 8 of the Guardians of M365 Governance monthly webcast, Ragnar Heil (@ragnarh), Joy Apple (@JoyOfSharePoint) and I were sorry that our planned guest, Sharon Weaver, was unable to join us this month for health reasons, but we'll be sure to add her back into the schedule soon. While we did not get to hear Sharon's perspective as a Core Team member for the M365 Maturity Model community, we did discuss the maturity model and share some of our own thoughts and experiences. This episode focused on “Leveraging the M365 Maturity Model” to enhance governance, risk, and compliance (GRC) practices. As regulatory environments grow more complex, organizations must evolve from reactive compliance efforts to a proactive approach where GRC is integrated into daily operations and strategic decision-making. We explored how the M365 Maturity Model helps organizations assess their current GRC maturity, identify gaps, and build a more resilient framework that supports both compliance and business growth. We discussed how one size does NOT fit all, and that it is important to tailor your governance framework to fit the unique needs of your organization, ensuring that compliance efforts align with your specific industry requirements and business objectives. From there, organizations can strategically use Microsoft 365 tools like Compliance Manager, Information Protection, and eDiscovery, as well as 3rd party governance solutions to streamline their management efforts and enhance operational efficiency. We also discussed how leadership plays a vital role in driving maturity, fostering a culture where governance is seen as a strategic priority and accountability is embedded at all levels. Finally, we emphasized the need for continuous improvement and adaptation in practices. The M365 Maturity Model serves as a living framework that organizations can use to regularly assess and refine their governance efforts, staying ahead of emerging risks and maintaining compliance in an ever-changing regulatory landscape. And as I mentioned last month, I'd like to once again encourage our viewers to share their own governance war stories and engage with the community within the governance community page at https://www.facebook.com/groups/m365governance.

In episode 168, Coffey talks with Noel Kersh about protecting company information and digital forensics.They discuss the role of digital forensics in investigations; the importance of preserving digital evidence; challenges with personal devices and cloud computing in the workplace; policies for managing company data on personal devices; the emerging role of AI tools like ChatGPT in investigations; and best practices for preserving digital evidence post-investigation.You can hear more from Noel at The HR Southwest Conference on October 13th through the 16th. And you can hear Mike and previous guest Jim Zadeh discuss artificial intelligence during the Legal Exchange at the HR Southwest Conference. You can review the entire HR Southwest 2024 agenda at https://hrsouthwest.comGood Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com. If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com. About our Guest:Noel has extensive experience in conducting digital forensics acquisitions and analysis on a variety of cases involving business and employment disputes, compliance with discovery requests, family law, harassment, in-house investigations for large corporations, copyright infringement and criminal cases. He also has handled large-scale E-Discovery matters.Noel leads Crowe LLP's national digital forensics practice. Prior to joining Crowe LLP, Noel spent over 12 years leading Pathway Forensics where he was responsible for overseeing every aspect of the company, established the digital forensic lab operational policies and procedures, and provided leadership and mentoring for Pathway Forensics staff. Prior to joining Pathway, Noel helped lead two initiatives to receive a distinguished laboratory accreditation given by the American Society of Crime Laboratory Directors/Laboratory Accreditation Board (ASCLD/LAB). This accreditation demonstrates that a computer forensics laboratory's operating standards meet quality standards set by ASCLD/LAB. Accreditation criteria include personnel, technical procedures, equipment, and physical facilities. Noel has provided expert testimony over 40 times in trials, hearings, and depositions on matters before both state and federal courts on matters involving digital forensics. Finally, he has presented over 100 times on digital forensics topics and appeared as an expert panelist on CNN, ABC, Headline News, CourtTV and the Discovery network.Noel Kersh can be reached athttps://www.crowe.com/services/advisory/forensic-services/digital-forensics https://www.linkedin.com/in/noelkersh/ About Mike Coffey:Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher.In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies.Imperative has been named the Texas Association of Business' small business of the year and is accredited by the Professional Background Screening Association. Mike shares his insight from 25 years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike is a member of the Fort Worth chapter of the Entrepreneurs' Organization and is a volunteer leader with the SHRM Texas State Council and the Fort Worth Chamber of Commerce.Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200).Mike and his very patient wife of 27 years are empty nesters in Fort Worth.Learning Objectives:Implement proper digital evidence preservation protocols to maintain the integrity of data for potential investigations or litigation.Develop comprehensive policies for managing company data on personal devices and cloud storage platforms to protect sensitive information.Establish clear procedures for handling digital evidence during employee exits and internal investigations to ensure legal compliance and protect company interests.

This program will provide a short introduction to the world of E-Discovery, predominantly in the civil litigation setting. Join us as Prof. Ted Hirt discusses E-Discovery and some related topics: the challenge of “big data,” how the Federal Civil Rules deal with E-discovery (including case scheduling and orders), and “proportionality.” Additionally, this program will cover […]

PowerPoint Slides This program will provide a short introduction to the world of E-Discovery, predominantly in the civil litigation setting. Join us as Prof. Ted Hirt discusses E-Discovery and some related topics: the challenge of "big data," how the Federal Civil Rules deal with E-discovery (including case scheduling and orders), and "proportionality." Additionally, this program will cover topics including dealing with the client, safeguarding privileges, ways to deploy technologies in E-discovery production, and sanctions or measures for the destruction of information.Featuring:Prof. Ted Hirt, Professorial Lecturer in Law, George Washington University Law School

Chris Bojar, Director of eDiscovery and Litigation Support for Barack Ferrazzano Kirschbaum & Nagelberg LLP sits down with Kaylee & Mary to talk about his journey to eDiscovery from the Summation days through Relativity One. Chris talked about the support his firm and the IT team gave him and eDiscovery as they built a team and a tech stack, his work with EDRM's GDPR project including judicial training webinars and an Olympic fun fact about him.

Holley Robinson, Marketing Operations Manager for EDRM sits down with Kaylee & Mary to talk about her journey to eDiscovery and the EDRM community, what is new and different with the 2024 3Q Andrew Haslam's eDisclosure Buyers Guide and a fun fact about her.