Podcasts about ediscovery

Rishi Chhatwal, Partner at EDRM Trusted Partner Redgrave LLP, sits down with EDRM's Mary Mack and Holley Robinson. In this episode, Rishi talks about his journey to eDiscovery through two major corporate accountabilities coupled with high-level consulting prior to joining the team at Redgrave. Rishi talked about scaling eDiscovery, not only at a traditional technology company like AT&T, but also at Coinbase, a newer company positioned at the intersection of finance, bitcoin, and regulation. We ended with Rishi's surprising fun fact and an invitation to contact him.

Hosted by David Cowen | Careers and the Business of Law David Cowen sits down with Bobby Malhotra, litigation partner and chair of Winston's eDiscovery and Information Governance practice, member of the firm's AI strategy group, and founding member of Legal Data Intelligence. Bobby sits at the intersection of eDiscovery, digital forensics, cross-border data, privacy, cybersecurity, information governance, and AI governance, bringing a rare combination of legal judgment, technical fluency, and hands-on curiosity. This conversation covers why AI governance has arrived, why information governance is making a comeback, and why the next generation of legal professionals will need to become tech-and-data lawyers.   WHY THIS MATTERS? AI governance is no longer a future issue. It is already here. Companies are dealing with employee use of public AI tools, data exposure, privacy risk, cybersecurity concerns, regulatory pressure, AI policies, privilege questions, AI transcription, and AI-related incidents. For lawyers and legal professionals, this is one of the clearest career white spaces in the market. KEY TAKEAWAYS AI governance has arrived. It is already one of the hottest and busiest areas in the legal industry. AI governance is about vision, guardrails, policies, ethical obligations, legal obligations, regulatory compliance, and business risk. Information governance is the backbone of AI governance. You cannot govern AI if you do not know where your data lives. Data governance sits inside AI governance, and may be the most important part of the whole program. The legal role is expanding, not shrinking. AI governance and data governance are creating new career lanes across law firms, corporate legal departments, privacy, cybersecurity, eDiscovery, and legal operations. You do not need 20 years of AI governance experience. No one really has that. Curiosity, teachability, issue-spotting, and legal judgment matter more. The best professionals in this space combine legal thinking with technical literacy. It is not just about knowing the tools. It is about applying the law to the facts, the technology, and the risk. AI governance is not just about models anymore. It now includes privilege protection, AI transcription, employee AI usage, public AI tools, data exposure, and AI-related breach scenarios. Outside counsel and in-house teams both have a role. Some companies rely heavily on outside counsel, while others use outside counsel for strategy, policy review, sanity checks, regulatory guidance, and high-risk questions. If you want to build a career in this space, get comfortable being uncomfortable. Follow the law. Follow the technology. Find mentors. Set up news alerts. Stay close to communities like LDI and IAPP. PEOPLE MENTIONED David Cowen - Host Bobby Malhotra - Litigation Partner; Chair of eDiscovery and Information Governance; AI Strategy Group Member; Founding Member of Legal Data Intelligence Melanie Prevost - Referenced in connection with career creation and emerging opportunities Malcolm Gladwell - Referenced in connection with the 10,000-hour rule COMPANIES & ORGANIZATIONS MENTIONED Winston - Bobby's firm Legal Data Intelligence / LDI - Community and framework for legal data professionals IAPP - AI governance and privacy education resource CLOC, ILTA, SOLID - Legal operations, innovation, and business of law communities M365, SharePoint, cloud platforms, data lakes, and metadata - Referenced as examples of where organizational data lives Colorado, Connecticut, Illinois, California, and Texas - Referenced in connection with emerging AI legislation EU AI Act - Referenced in connection with AI regulatory obligations NAIC - Referenced in connection with AI guidance in the insurance industry New York DFS - Referenced in connection with regulated financial institutions

Send us Fan MailDoug Austin, Editor of eDiscovery TodayIn this episode of The Data Diva Talks Privacy, Debbie Reynolds, The Data Diva speaks with Doug Austin, Editor of eDiscovery Today, about how eDiscovery, data governance, privacy, and artificial intelligence are increasingly interconnected in modern organizations. Doug explains how eDiscovery has evolved from a litigation-focused discipline into a broader framework that supports investigations, audits, incident response, and privacy-related workflows such as data subject access requests.The conversation explores how AI is generating entirely new categories of data, including chatbot interactions, meeting transcripts, automated summaries, and AI-generated content, all of which may become evidence in legal and regulatory contexts. Debbie and Doug discuss how organizations are struggling to manage this expanding data landscape, particularly as employees adopt AI tools without fully understanding the implications for privacy, confidentiality, and data exposure.They examine real-world scenarios involving AI note-taking tools and meeting recordings, including cases where sensitive information is captured and shared beyond its intended audience. The discussion also highlights risks associated with uploading confidential information into public AI systems and the lack of awareness around how these tools handle and retain data.The episode further explores key legal developments, including litigation involving AI companies and disputes over data retention and production, as well as emerging questions around privilege and work product protections for AI-generated content. Debbie and Doug discuss how courts are beginning to address whether interactions with AI systems can be protected and the implications for both represented and self-represented individuals.The conversation emphasizes that AI is fundamentally reshaping how data is created, stored, and used, and that organizations must adapt their governance, legal, and privacy strategies to manage these risks effectively while maintaining defensible and compliant data practices.By popular demand, Debbie Reynolds Consulting is now offering executive briefings on emerging data privacy risks and how companies can avoid them. To learn more, visit the Executive briefings page on my website.Support the showBecome an insider, join Data Diva Confidential for data strategy and data privacy insights delivered to your inbox. 

Matthew Hamilton, Forensic Analyst for EDRM Trusted Partner HaystackID, sits down with Mary Mack and Holley Robinson. In this episode, Matt talks about his journey to eDiscovery, what attracted him to the team at HaystackID, and the unique challenges of digital forensics in the UK and European regulatory environment. Matt drew on his 26 years with the London Metropolitan Police, including more than a decade in counter-terrorism digital forensics, to explain how evidence standards, defensibility, and the pace of corporate investigations differ from law enforcement. He also addressed how GDPR and cross-border data requirements shape forensic workflows, and what legal defensibility looks like in practice when dealing with cloud data and AI-generated content. We ended with a royal fun fact from Matt and an invitation to connect with him.

Join host Nick Schutt on Robots and Red Tape as he sits down with Mattias Aggeler, eDiscovery expert and co-founder of Farsight.Mattias shares his accidental entry into IT forensics in 2008 and the journey that led him to build a modern, container-based eDiscovery platform. The conversation explores the real-world complexities of processing billions of documents for major investigations, the critical importance of scoping and reproducibility, and the practical — and currently limited — role of AI in legal tech.Key topics:What eDiscovery really is and why it can make or break major legal casesThe massive challenges of scoping custodians, processing messy data, and ensuring defensibilityAI's current practical uses versus its limitations around repeatability in courtThe shift to structured data, modern attachments, and integrated investigationsWhy flexibility and “eDiscovery on your terms” matters more than everWatch the full conversation here on YouTube and your favorite podcast platforms.Robots and Red Tape | Host: Nick Schutt | Channel: @RobotsandRedTapeAI#eDiscovery #LegalTech #DigitalForensics #AIinLaw #eDiscoveryAI #LegalInnovation #DataPrivacy #GDPR #StructuredData #Investigations #LegalOperations #Kubernetes #Farsight #RobotsAndRedTape #LitigationSupport

This week, Ivy Slater, host of Her Success Story, chats with her guest, Sue Pellegrino. The two talk about the bold journey of acquiring and leading Everest Discovery, the critical importance of compassionate leadership in the high-stress world of eDiscovery and litigation support, and how building a strong, values-driven team has helped grow and sustain the business. In this episode, we discuss: How Sue Pellegrino transitioned from restoring classic cars and a background in accounting/business administration to leading a company in the eDiscovery field. What she changed as a leader: creating a company that values work-life balance, cross-training, and multiple people who can do the same task so the team can support one another and step away when needed. When Sue Pellegrino took over Everest Discovery, the initial challenges of entering a new, technology-driven industry. Why compassion, open-door leadership, and work-life balance are essential values Sue Pellegrino wanted to instill in her company's culture. How she leads with an open-door mindset in a fully remote environment, making herself accessible by Teams, text, phone, and calendar, and building a culture where people feel safe bringing both work and personal concerns to the table. Sue Pellegrino, Owner, President, and CFO, Everest Discovery From restoring classic cars to serving as an accounting executive and entrepreneur in eDiscovery, Sue Pellegrino has challenged the status quo around what a woman leader can be her whole life.  Sue has spent her career managing organizations' finances, ranging from publicly traded companies to regional enterprises and small businesses.  Now, she runs Everest Discovery, taking the business to new heights.  The humble beginnings in the mailroom at Wyeth Pharmaceuticals, began Sue Pellegrino's journey to the top, which is a testament to her determination and work ethic.  She steadily climbed the corporate ladder, eventually becoming an Accounts Payable Supervisor overseeing all vendors' accounts.  Her career then led her to the role of CFO at Copy Secure, a regional paper and eDiscovery solutions company.  Here, she led the accounting, human resources, investor relations, and tax departments, playing a pivotal role in growing the company to seven-figure revenues before its acquisition by KLDiscovery.  With over 25 years of experience in accounting and business administration, and a decade in eDiscovery, Sue Pellegrino is a seasoned leader.  She now leads a dedicated team of litigation support specialists at Everest Discovery, ensuring the company provides the highest quality and most cost-effective solutions to its clients.  Under her guidance, Everest's revenue has soared by 42%, and its reach has expanded across the country and even South America. As a female business owner, Sue is a diversity, equity, and inclusion champion, proud to devote her time and resources to organizations that advocate for marginalized and underrepresented groups.  She is the Director of the Philadelphia Chapter of Women in eDiscovery, serves on the Philadelphia Regional Steering Committee of Women Owned Law as well as Chairing the Membership and Marketing Committees and VP of the Executive Board, and is an active member of the National Association of Women Business Owners' Philadelphia Chapter.  In addition, for 10+ years, Sue has been a vocal fundraiser and volunteer for Camp Achieve, a summer camp for youth with epilepsy.  Sue is also a classic car enthusiast who learned to work on cars with her dad from a young age.  She recently rebuilt a custom 1966 Fastback Mustang, an accomplishment that resulted in first-place trophies at car shows and was featured in MotorTrend magazine.  In recognition of her outstanding achievements, Sue was honored as a 2024 Enterprising Women of the Year, Corporate Counsel Business Journal (CCBJ) 2024 50 Women to Watch, 2025 Class of Top 100 Women to KNOW in America and Philadelphia Business Journal's 2025 Corporate Leadership Award Honoree.  She recently was recognized with the Charley and Peggy Roach Founders' Award by the Epilepsy Foundation Eastern Pennsylvania and received the Distinguished Member Service Award from Women Owned Law. And, of course, her bulldog Louie is never far from her side. Website: https://everestdiscovery.com/ Social Media Links: https://www.linkedin.com/in/suepellegrino/      

Jeffrey Shapiro, Managing Director for Europe for EDRM Trusted Partner HaystackID, sits down with Mary Mack and Holley Robinson. In this episode, Jeff talks about his journey to eDiscovery, what attracted him to the team at HaystackID, and the trends in the UK and EU. Jeff explained the tight deadline for responding to the EU e-Evidence Regulation and its impact on law firms and providers supporting multinationals with data in jurisdictions, which he will discuss on the EDRM Workshop, "Discovery at a Crossroads: Global Perspectives on Emerging Challenges," on the EDRM Global Webinar Channel. We ended with an intergalactic fun fact from Jeff and an invitation to contact him.

Bas Brekelmans, Software Engineer at Microsoft, focused on Microsoft 365 Copilot Cowork, explains its architecture and use cases.• How Copilot Cowork runs entirely in the Cloud, unlike local machine-based alternatives, enabling enterprise-grade security, audit and compliance• The multi-model approach using Anthropic's Sonnet and Opus, with the flexibility to switch to the best available model• Built-in and personal skills for calendar management, document generation and automated workflows• Extensibility through MCP servers, enabling integration with third-party and line-of-business applications• Scheduled tasks and autonomous email handling that save hours of manual work each day• Enterprise compliance features including Purview integration, eDiscovery support and rich audit logsThanks to Crestron, this episode's sponsor, for their continued support of Empowering.Cloud

Het gebruik van AI heeft opsporingswerk fundamenteel veranderd. Niet door rechercheurs te vervangen, maar door hun rol langzaam te veranderen naar de regisseurs van digitaal onderzoek. Door een wirwar aan digitale informatie moeten rechercheurs zelfstandig hun eigen weg vinden. Daarom waagt Het Nederlands Forensisch Instituut (NFI) zich aan een van de grootste uitdagingen van deze tijd: Hoe vind je wat je zoekt in de groeiende berg aan data? Het vraagt om een fundamenteel andere manier van zoeken, en die verandering is al in volle gang. Waar klassiek digitaal onderzoek draaide om het invoeren van de juiste zoektermen, maken nieuwe technieken het mogelijk om te zoeken op betekenis. Huidige taalmodellen (LLM’s) begrijpen de context steeds beter, herkennen verbanden en kunnen informatie samenvatten of vertalen. Hoewel het gebruik van LLM's de boel kan versnellen, wordt het ook complexer. Want hoe meer je kan vinden, hoe belangrijker het wordt om kritisch te blijven. Het platform Hansken wordt inmiddels door meerdere opsporingsdiensten gebruikt. Het systeem van het NFI maakt het mogelijk om enorme hoeveelheden digitale data tegelijk te doorzoeken. En dat komt goed uit, zeker als je per zaak soms tientallen in beslag genomen apparaten moet uitlezen. Toch blijft de mens altijd in de loop. Je krijgt hints van AI, maar het brein dat blijf jij. Critici maken zich zorgen om de juridische kant van het verhaal en de gebrekkige bescherming die de AI-Act nu biedt. Wat maakt hun zorgen terecht en waar zitten de grootste uitdagingen nog? Is er wel genoeg besef dat slimmer zoeken ook meer risico’s met zich meebrengt? Ben van der Burg en Daniel Mol duiken in de wereld van digitale sporen met senior wetenschappelijk onderzoeker Hans Henseler van het NFI en lector Digital Forensics & E-Discovery aan de Hogeschool Leiden. Reacties of ideeën zijn altijd welkom via technoloog@bnr.nl Gast Hans Henseler Video Youtube Over De Technoloog Mark Beekhuis en Ben van der Burg gaan in gesprek met spraakmakende experts over technologische ontwikkelingen en de impact op onze samenleving. Want technologie is overal om ons heen, in onze broekzak en soms zelfs op ons hoofd. Van AI naar ruimtevaart, van chips naar het metaverse en van mobiele telefonie naar ICT-recht. In een open en vooral nieuwsgierig gesprek krijgt de luisteraar samen met Mark en Ben een razend interessant mini-college. Over de makers Mark Beekhuis (1969) is presentator, journalist, radio- en podcastmaker met een focus op wetenschap, politiek en technologie. Hij won de eerste Dutch Podcast Award in de categorie Nieuws met Newsroom en maakte de afgelopen jaren onder meer de serie De Kwestie Wolf en de Nieuws Top 150. Daarnaast presenteert hij wekelijks de podcasts Studio Den Haag en De Technoloog. Ook kun je hem kennen van zijn vele bijdrages op BNR Nieuwsradio. Ben van der Burg (1968) is presentator en tech commentator. Buiten het winnen van de eerste Dutch Podcast Award in de categorie Technologie won hij nooit iets, hij werd altijd tweede. Naast de Technoloog presenteert hij De Grote Tech Show op BNR en je kent hem wellicht van media bijdrages op BNR Nieuwsradio of TV. Rosanne Peters is redacteur van De Technoloog. Sinds 2025 doet ze de redactie van zowel De Technoloog als De Grote Tech Show en is zij te horen in de Tech Update tijdens De Ochtend- en Avondspits. Daniël Mol is redacteur van De Technoloog. Hij voegde zich in 2021 bij het team en is ook redacteur van de Cryptocast en De Grote Tech Show. See omnystudio.com/listener for privacy information.

In this episode, we sit down with Ilan Sherr, VP of Investigations and Regulatory Response at Lineal, to explore how AI is reshaping legal work, investigations, and compliance.Ilan shares how his background in competition law and regulatory enforcement led him to see early on that reactive approaches weren't sustainable, pushing him toward building AI-driven methods to identify risk before it escalates. We unpack where organizations really stand on the shift to proactive monitoring, and why many teams are still relying on legacy eDiscovery practices that create inefficiencies and exposure. The conversation also digs into culture. While companies talk about proactive risk detection, those efforts often stall when transparency and accountability become uncomfortable. On the AI front, we tackle a growing question: when does not using AI become a defensibility issue? Ilan offers a practical view on how expectations are evolving and what legal teams should be thinking about now. Finally, we zoom out to strategy. Ilan explains what becomes possible when legal expertise is tightly integrated with data and technology, how that's changing the role of investigations teams, and why, despite all the innovation, the hardest challenges are still human.Ilan Sherr is Vice President of Investigations and Regulatory Response at Lineal, where he helps organizations deal with investigations and respond to complex regulatory scrutiny while advancing proactive, AI-enabled risk strategies. An award-winning legal innovator with over 20 years' experience in competition law, regulatory enforcement, and global compliance, Ilan previously founded and led Aiscension, DLA Piper's AI-driven risk-management business, recognized for transforming how organizations detect cartel and bribery risks. He has been named in The Lawyer's Hot 100 and recognized by Legal Week, the Financial Times, and ALM for his work at the intersection of law and AI.

This week on The Geek in Review, we talk with Greg Mazares Sr., CEO of Purpose Legal, about what it takes to lead through one of the most important transition periods in legal services. Drawing on decades of experience across business, litigation support, and e-discovery, Mazares brings a steady, practical view to a market flooded with AI claims and rapid change. His message is clear from the start. The legal industry has faced major shifts before, from paper banker boxes to digital workflows, and this moment is another chapter in that longer story. Rather than treating AI as a threat, he sees it as a tool for adaptation, growth, and smarter client service.A central theme in the conversation is Mazares' belief that AI works best when paired with people and disciplined process. He argues that the future does not belong to technology alone, but to organizations that know how to combine tools, talent, and operational rigor. That philosophy sits behind Purpose Legal's acquisition of Hire Counsel and its broader push to reunite technology and staffing under one roof. In Mazares' view, clients do not simply want software. They want experienced professionals who know how to apply AI in defensible, repeatable ways that improve outcomes without sacrificing judgment.The discussion also highlights Purpose Legal's new offerings, including Purpose Xi and Case Optics, which aim to deliver early case insights in days rather than weeks. What makes Mazares' framing stand out is his insistence that speed alone is not the point. Faster results matter only when paired with expert validation, tested workflows, and credible guardrails. He describes a legal market where clients once assumed AI would let them bring everything in-house, but now increasingly value outside experts who bring both technological fluency and hard-earned experience. That shift, he suggests, is raising the level of service providers from operational support teams to strategic partners embedded more deeply in legal work.Greg and Marlene also press Mazares on data security, client trust, and the cultural pressures that come with rapid growth. Here again, his answers return to discipline and execution. He points to major investments in cloud security, around-the-clock protection teams, and tighter controls over on-site review environments. He also argues that many of the greatest risks still come from human behavior, which makes vetting, supervision, and protocol design as important as any technical control. On culture, Mazares emphasizes recognition, communication, and adaptability as the backbone of a company that wants to grow without losing its identity. For him, scaling a business is not only about revenue. It is about building a place where people feel seen, trusted, and prepared for change.The episode closes on a thoughtful look at the next few years for litigation, junior associates, and the billable hour. Mazares predicts that junior lawyers will not disappear, but their role will shift toward becoming guides in the use of AI, both inside firms and in conversations with clients. As routine work becomes more compressed, he expects associates to provide higher-value service in fewer hours, with stronger technical fluency and a more consultative posture. It is a fitting end to an episode grounded in realism rather than hype. Mazares does not present AI as magic, and he does not dismiss its significance either. Instead, he offers a view of the future shaped by adaptability, experience, and the belief that in legal services, the winning formula still comes down to people, process, and sound judgment.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Substack[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] ⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠Transcript:

Jim Sullivan, Founder and CEO of eDiscovery AI, EDRM Trusted Partner HaystackID's newest acquisition, sits down with Mary Mack and Holley Robinson. In this episode, Jim talks about his start in eDiscovery, stepping away from the always-on eDiscovery market, and his return to launch eDiscovery AI. He explains that eDiscovery AI operates as a separate company while simultaneously integrating into proven workflows. The conversation explores validation, privilege review, and emerging use cases, with observations on what will distinguish teams approaching GenAI successfully from those who may struggle over the next 12 to 18 months. The episode concludes with Jim's fun fact and the myriad of ways to contact him.

Jon Robins, CTO and Vice President of eDiscovery for EDRM Trusted Partner Level Legal, sits down with EDRM's Mary Mack and Holley Robinson. In this episode, Jon shares Level Legal's approach to building systems, emphasizing the importance of asking the right initial questions and the value of being tool-agnostic, particularly in AI integration. The conversation also explores Level Legal's commitment to care and responsiveness to client requests and requirements, concluding with perspectives on how quantum computing will influence eDiscovery in the future.

Live from Legalweek 2026, David Cowen sits down with Rian Kennedy, Director of Legal Hold Sales at DISCO, to talk about what has actually changed in legal tech over the last 12 months. The conversation goes beyond AI hype and gets into what matters now: cloud maturity, agentic workflows, insourcing pressure, tighter budgets, and why legal teams are starting to use technology to control spend, consolidate systems, and rethink where legal ops ends and business ops begins. Hosted by David Cowen Key Topics Covered Why the legal market has moved from cautious curiosity to real AI adoption, with law finally pushing to stay competitive instead of lagging behind How the pandemic accelerated cloud adoption and set the stage for today's faster embrace of GenAI and agentic AI Why the most valuable buyers are still the innovators who want to build alongside vendors before tools become table stakes How corporate legal teams are reassessing what to keep in-house, what to send to outside counsel, and where ALSPs fit in the middle Why legal ops leaders who mastered contracts and workflow discipline are now asking the bigger question: what comes next How litigation budgets are becoming a strategic focus, with more interest in visibility, control, consolidation, and reducing outside counsel spend Why legal hold, eDiscovery, and preservation are becoming more important as data sources multiply and automation becomes essential

In this special Legalweek recap episode Laura and Kevin unpack everything that stood out at Legalweek 2026 in New York. This year's conference felt different from the start. For the first time in decades, Legalweek moved from the Hilton to the Javits Center, giving the event a much larger, more energetic feel and bringing together thousands of lawyers, technologists, and legal operations professionals to talk about where legal tech is heading next.A big theme throughout the week was the shift from AI hype to real-world use. Vendors and practitioners alike are moving past the early experimentation phase and focusing on how artificial intelligence actually fits into litigation workflows, document review, and investigations. Kevin and Laura share what they heard on the conference floor about the changing eDiscovery market, and how the growing complexity of legal matters is increasing the value of experienced teams alongside new technology. The episode features conversations with industry leaders including Joey Seeber of Level Legal and Bryant Gauthier of PLUSnxt, who share their perspectives on where AI is genuinely helping legal teams and where expectations still outpace reality. We also pulled aside Dan Bellopede from Mitratech for a quick chat on his thoughts on the conference. Along the way, we cover the lighter side of the conference: creative booth marketing, the surprisingly weak swag this year, the parties and the conversations that make Legalweek as much about relationships as technology.If you couldn't make it to Legalweek this year, this episode offers a candid look at what people were really talking about, what trends actually matter, and how the legal tech industry may be evolving heading into the next year.

SharePoint 25 år När en produkt som SharePoint fyller 25 så är det såklart ett tillfälle för Microsoft att presentera nyheter. Och som de gjorde det. AI in SharePoint med helt ny AI-modell. Ett nytt utseende och nya funktioner. Om det berättar Microsoft 365-konsulten Angelica Rydelius. Microsoft Purview del 10 I vår serie om Microsoft Purview har vi kommit till lösningen eDiscovery, ett verktyg med juridisk inriktning. Nyheter om Microsoft 365 Självklart får du nyheter om Microsoft 365 också. I det här avsnittet blir det lite SharePoint, och lite om nya Planner.

Generative AI is transforming e-discovery, but with real-world deployment comes real-world challenges. In this episode of Tech Law Talks, host Anthony Diana sits down with Dera Nevin of FTI Consulting to cut through the hype, covering the myth of "one tool fits all," prompting complexities, pricing pitfalls, and how to identify use cases where AI actually delivers ROI.

Michael Cammack, Deputy Information Security Officer, and Stephanie Wienke, Security Specialist for EDRM Trusted Partner HaystackID, sit down with Mary Mack and Holley Robinson. In this episode, Michael and Stephanie recount their journeys to cyber and eDiscovery as well as their University of Wisconsin alumni relationship. The two share insights into the unique challenges of bringing an entire organization into an AI governance framework, covering topics from the highly technical to the entirely human. They introduce the concept of governance debt as new, exciting systems come online. With the field moving rapidly and a desire to stay compliant with the multiple security certifications HaystackID has earned, this duo shares their rich experience and tips for getting value from AI without compromising security, and the conversation concluded with a fun fact from each.

Reed Smith partner Anthony Diana sits down with Dera Nevin of FTI Consulting to explore how AI-enabled e-discovery is transforming litigation-and why the best time to adopt these tools is now. From accelerating early case assessment to revolutionizing privilege review workflows, Anthony and Dera break down where generative AI is already delivering real results-not just theoretical possibilities. They discuss how forward-thinking legal teams are training large language models to surface key documents, generate case timelines, and dramatically reduce time-to-knowledge on complex matters.

SeNita McRae is a legal operations professional with a background in broadcast journalism, public administration, and law. In this episode, SeNita shares how she built a thriving career in eDiscovery and legal operations, why passing the bar was not required for her success, and how every degree she earned eventually fit together.What Can You Do with a Law DegreeAfter law school, SeNita's career took an unexpected turn into eDiscovery and legal operations. Starting as a project attorney in document review, she gradually moved into litigation support, preservation coordination, and eventually legal operations roles embedded within large corporate environments.“This is an industry that I would stay in," explains SeNita McRae, on this episode of You Are a Lawyer.Her legal training allowed her to translate complex technical concepts for attorneys while also working directly with vendors and internal teams. SeNita's experience shows how a JD can be a powerful credential even without bar licensure, particularly in operational, technology driven legal roles.This episode is produced by Skip the Boring Stuff, a podcast strategy company for business owners and creatives.

Timothy Conlon, a partner and practice leader for DarrowEverett's Private Client Group and co-chair of its Family Law Practice Group, sits down with EDRM's Mary Mack and Holley Robinson. In this episode, Tim recounts his journey from family law to eDiscovery and discusses his book, "Electronic Evidence for Family Law Attorneys." Tim explains how his investigative experience with early computer fraud cases sensitized him to the impact of electronic evidence, noting how the "supercomputer in a pocket" can contain self-disclosed, damaging evidence in domestic relations cases. He also offers tips for new attorneys in the field and shares a musical fun fact.

Generative AI is transforming document review-but are you ready to use it defensibly? In this episode, Anthony Diana sits down with e-discovery veterans Therese Craparo and Marcin Krieger to explore what makes GenAI different from traditional TAR, how to get your prompts right, and the pitfalls to avoid. Whether you're facing complex litigation or a regulatory investigation, tune in to learn how to make AI work for your next review.

On his episode of That Tech Pod, Kevin and Laura sit down with Ray Biederman, CEO and Co-Founder of Proteus Discovery Group, to talk about what actually happens when legal theory, technology, and human behavior collide. Ray walks through his unusual path from music education to law to legal tech, and how that background shaped the way he thinks about systems, judgment, and risk. Rather than chasing hype, he explains why Proteus focuses on defensible outcomes and practical decision-making in a crowded eDiscovery market.The conversation gets into lessons Ray has learned by wearing every hat, product builder, services leader, and still-practicing attorney. He shares what courtroom experience teaches that product teams often miss until something breaks, especially around context, intent, and how small mistakes compound once data starts moving. Ray also offers a measured take on AI-driven review, warning against the industry's tendency to overcorrect by trying to remove human judgment entirely, and highlights the ethical tensions that surface when AI reveals patterns no one anticipated. The episode closes with a forward-looking discussion on deepfake evidence, verification challenges, and the growing risk posed by data traveling across too many systems without enough accountability. Ray Biederman, Chief Executive Officer and Co-Founder of Proteus Discovery Group, LLC, has worked in every phase of electronic discovery for more than two decades. He is a Super Lawyer in the area of eDiscovery, has been cited in multiple court opinions as an expert witness, and is adjunct faculty for eDiscovery at the IUPUI School of Informatics and Computing. He consults on Information Governance policies and procedures related to cybersecurity and its intersection with government regulation and industry-specific best practices. Outside of his eDiscovery experience, Ray is an active litigator representing clients in product liability work, business valuation disputes, and contract disputes. He is also a founding partner in Mattingly Burke Cohen & Biederman. He was previously an associate at Barnes & Thornburg, LLP. He holds a B.M. in Music Education from Butler University and a J.D from Indiana University, the Robert H. McKinney School of Law.

Jeffrey Fleming and Aleida Gonzalez, Managing Directors for EDRM Trusted Partner, HaystackID sit down with Mary Mack and Holley Robinson. In this episode, Jeff and Aleida recount their journeys to cyber and eDiscovery as well as their professional association over the years spanning policy, practice and technology. The two shared insights into the unique challenges of governing AI from a cyber and risk focused perspective, and how organizations and teams can get started. With the field moving rapidly, this duo shared their rich experience and tips for getting value out of AI without compromising security, ending with a fun fact from each of them.

Elizabeth Guthrie, Content Manager for EDRM Trusted Partner Nextpoint, sits down with EDRM's Mary Mack and Holley Robinson. In this episode, Elizabeth recounts her journey from Northwestern University to eDiscovery. Elizabeth explained how being new to eDiscovery allowed her to explore and construct understandable instructional material. Later, as her understanding deepened, she enjoyed describing the unsettled areas of practice. Elizabeth also gave us a good look at what is upcoming in 2026, a preview of their fall user conference in Chicago (On Point), and we made a plan to connect at Legalweek. Elizabeth ended on her fun fact and gave listeners the link to order their own copies of the books she edited, eDiscovery for the Rest of Us and AI for the Rest of Us.

AI is transforming e-discovery-but are your validation practices keeping pace? In this episode of Tech Law Talks, host Anthony Diana sits down with Kiriaki Tourikis and Marcin Krieger to tackle one of the most critical, and often misunderstood, aspects of AI-enabled discovery: how to prove your process was sound. The panel unpacks what validation really means, why it's far more than a checkbox exercise, and how it protects legal teams when opposing parties or courts come calling. They also share hard-won lessons on navigating aggressive discovery demands-and what not to agree to. Tune in for practical strategies to stay defensible as generative AI raises the stakes.

Jenny Hamilton, Chief Legal Officer of EDRM Trusted Partner Exterro, sits down with EDRM's Mary Mack and Holley Robinson. In this episode, Jenny talks about her journey from private practice to corporate to in-house at a provider. She explained the trends she's observed, emphasizing her view that legal and eDiscovery professionals are well suited to lead AI adoption with a risk-aware approach. Jenny also talks about her collaboration with her podcasting team in producing Data Xposure and the compelling conversations they have, ending with a surprising, fun fact from her early style blogging days.

As we announced last week, this month on That Tech Pod, we're changing things up a bit. Instead of our usual deep dives into eDiscovery, data privacy, and cyber security, this December, we're spotlighting people and organizations using technology to close real gaps in opportunity. In this episode, we sit down with Savita Raj, the CEO of Techbridge Girls, to talk about what it really takes to help girls from underrepresented communities see themselves in STEM. Savita cuts through the buzzwords to explain why the pipeline problem is still very real in 2025, even as AI races ahead, and why access is about far more than programs. It's transportation, time, family expectations, early exposure, and a sense of belonging.The conversation gets candid about the gap between industry rhetoric on diversity and who actually makes it through. Savita shares what funders and tech leaders often miss about hidden barriers, and why the rise of AI and automation makes sustained investment in programs like Techbridge Girls more urgent than ever.If you want to support Techbridge Girls, you can donate directly at https://www.techbridgegirls.org/donate to help bring high-quality STEM experiences to girls from underrepresented communities, or explore ways to get involved like volunteering, mentoring, or partnering at https://www.techbridgegirls.org/get-involved to make a more hands-on impact.Savita Raj, is the CEO of Techbridge Girls. Techbridge Girls is a nonprofit focused on opening doors to STEM for girls from underrepresented communities through hands-on learning, mentorship, and exposure to real-world careers. The organization works closely with schools and industry partners to help girls build confidence, skills, and a lasting sense that they belong in science and technology. Savita has decades-long experience in leadership, strategy, and fundraising focused on creating equitable STEM programs in underserved communities. An engineer by training, Savita has served as the Chief Program Officer for Girl Scouts of the USA and as the Executive Director for the Texas Alliance for Minorities in Engineering. She lives in Austin and enjoys traveling, reading, sewing, and baking.

Narva looks remote until you follow the fibers, vendors, and cloud regions that underpin modern redundancy. Using Estonia's border frictions as a case study in hybrid warfare, this article connects physical incursions, cable vulnerability, and "gray zone" pressure to enterprise realities: diversity assurances, geo-risk tagging in CMDBs, Zero Trust-by-region, and eDiscovery chain-of-custody planning. The message for security and governance teams is clear: distance is an illusion, and resilience now depends on geopolitically informed design. The post Narva May Not Be as Far Away as One Thinks: The Challenge of Cyber and Physical Borders appeared first on ComplexDiscovery.

In this Mission Matters episode, Adam Torres interviews Melissa Faith Hart, Founder & CEO of eBodyGuard, about building a privacy-first “electronic bodyguard” that uses voice activation and high-accuracy location to help deliver critical emergency information to first responders—supporting safer communities and smarter cities. About Melissa Faith Hart Melissa Faith Hart is the Founder and Chief Executive Officer of eBodyGuard®, creator of the eBodyGuard personal safety, evidence, and wellness technology, including the eBodyGuard Safety Card™ and eBodyCam™, available in the App Store and Google Play. These tools are core components of the vendor-agnostic eBodyGuard Smart Discovery Platform, designed to integrate discovery both within and beyond criminal justice IT systems. With more than 20 years of experience working alongside law enforcement and District Attorneys, Melissa helped pioneer the first criminal eDiscovery system in the United States. She spent 17 years in corporate America, primarily at Xerox, and later served on the Pink Tax on Mobility initiative sponsored by New York University. She also collaborates with NREL (National Renewable Energy Laboratory) to improve transit efficiency and passenger safety. Guided by her Six Sigma certifications, Melissa applied rigorous process improvement principles to the criminal justice system, partnering with experts from Xerox PARC to address long-standing inefficiencies. She later served as Executive Director of a program that automated criminal discovery, integrating 363 law enforcement agencies to enable evidence sharing within 72 hours. Melissa believes personal safety is a primal human right and remains committed to transforming systems and technologies to better protect and support communities. About eBodyGuard eBodyGuard is a personal safety technology company on a mission to keep people safe wherever they are™ and to enable Smart, Safe Cities by combining innovative tools with secure data practices. At the heart of its offering is the My eBodyGuard Program™, an integrated ecosystem that includes the My eBodyGuard Appt™, My eBodyGuard Portal™, and My eBodyGuard First Responder Portal™, designed to streamline emergency response, evidence capture, and communication with first responders in real time.  The My eBodyGuard App empowers users with features like direct 911 connection via voice activation or one-tap, GPS location accuracy, and secure audio/video evidence capture, all with strict compliance to FBI CJIS, HIPAA, COPPA, and FERPA data privacy standards.  eBodyGuard works with community stakeholders including law enforcement, 911 centers, city planners, and victim advocates to bridge gaps in emergency communication and public safety, ensuring privacy-protected information helps save lives and strengthen communities.  Watch Full Episode on ⁠Youtube⁠. --- Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

In a witty yet razor-sharp Festivus reflection, this article offers a cathartic look at the year's grievances in cybersecurity, information governance, and eDiscovery—from overhyped events to underreported realities—while reminding professionals that grace and resilience remain their strongest tools. The post The Aluminum Pole in the Server Room: A Festivus for the Rest of Us appeared first on ComplexDiscovery.

Regulators finally caught up to how business actually happens: over text, WhatsApp, and mobile apps. In this year-end conversation, David Cowen sits down with Matt Rasmussen, Founder of ModeOne, to unpack why off-channel mobile data has become a $6B compliance problem and a massive opportunity for legal, IT, and ops professionals. Listeners will walk away with a clear view of where regulation is heading, where talent demand is exploding, and how to future-proof a legal career without chasing hype. Key Topics Covered Why email, Slack, and Teams are no longer enough to satisfy regulators and what replaces them The regulatory shift driving mobile collection at unprecedented scale (from 12 phones to 10,000+) The hidden "tax" of smartphone non-compliance, including billions in fines and stranded hardware How remote, scoped mobile collection reduces privacy risk while increasing defensibility Where talent demand is surging most: corporate legal, legal ops, and forensic hybrid roles How to use the "12% AI dividend" to pivot into high-growth forensic and compliance work A practical weekend playbook for upskilling: case law, OS changes, and encryption updates Special Shoutout:  Scott Milner – Recognized for bridging deep technical expertise with practical leadership in eDiscovery and regulatory strategy Greg Mazares – ModeOne board member and trusted mentor, shaping how technology is applied to real client problems Jerry Bui (Purpose) – Cited for his perspective on the growing importance of forensics in modern legal workflows Nathaniel Whittemore – Host of The AI Daily Brief, referenced for framing the MIT insight on task-level automation Joseph Pochron – Nardello, recommended as a future guest for his visibility into corporate investigations and compliance Anthony Cardine  – O'Melveny & Myers, highlighted for his leadership at the intersection of eDiscovery, paralegal teams, and operational change

Keith Lockhart from Oxygen Forensics joins Si and Desi on the Forensic Focus Podcast to examine how remote digital evidence collection is changing investigative workflows across DFIR, eDiscovery, and corporate investigations. Drawing on recent XiB mobile training and real-world deployments, Keith explains where remote and agent-based acquisition delivers practical benefits—and where traditional hands-on methods remain essential. The discussion covers targeted versus full acquisitions, consent and governance in corporate environments, and the operational realities of collecting data across networks, jurisdictions, and time zones. It also explores over-the-air mobile collection, workstation memory capture, drone forensics, and why parser development remains a constant challenge as apps and platforms evolve. #DigitalForensics #DFIR #MobileForensics #IncidentResponse #eDiscovery #RemoteCollection #DigitalEvidence #cybercrime

This December, That Tech Pod is shifting gears a bit. Instead of our usual deep dives into eDiscovery, privacy, and security, we're using the next few pods to spotlight leaders and organizations using technology to close real gaps in opportunity. These episodes are about mission, access, and impact, and what it looks like to build pathways into tech from the ground up.In this episode, Laura and Kevin talk with Danny Rojas, Executive Director of All Star Code, about why the organization's work supporting young Black and Latino men matters right now. Danny talks about the barriers that often go unseen, from unequal access to early exposure and networks to the challenge of learning long-term skills in an attention-driven world. He also shares his own path through corporate, startup, and nonprofit leadership, and how that journey shapes the way he leads today. The conversation looks at what really drives long-term impact beyond learning to code, including mentorship, confidence, community, and industry exposure. Danny also speaks about why access, timing, and sponsorship still matter more than talent alone.You can learn more about All Star Code's programs, get involved, or make a donation at https://allstarcode.org. To contribute directly, please visit https://allstarcode.org/donation. Your support helps expand access to tech education, mentorship, and career pathways for the next generation of innovators.

In this episode, the thirty-fifth in a series, Nate Latessa, Chief Revenue Officer and Vice President of Advisory Services for EDRM Trusted Partner HaystackID, sits down with EDRM's Mary Mack and Holley Robinson to update us on his journey and to talk about Corporate Data Intelligence. The multidisciplinary mandate of Corporate Data Intelligence makes great use of the multidisciplinary experience in the EDRM community. Nate deepened the reuse of data after review in a repository scenario with the reuse of search terms and prompts to proactively classify data across an enterprise. The high octave of international practice in this area was also highlighted. Nate ended with his surprising fun fact about the beginnings of his work life, pre-eDiscovery.

Meredith Kildow, President of Consilio discusses her career path from finance to leading global operations and delivery for one of the largest companies in the legal and eDiscovery space. Meredith shares insights into building a revenue organization from the ground up and the shift to her current role overseeing operations and delivery for a highly acquisitive company. The conversation focuses on the practical, present-day applications of Artificial Intelligence (AI) in the legal industry, examining how it's moving beyond "innovation theater" to drive ROI, efficiency, and cost reduction in corporate legal departments. Key Discussion Points: The Transition: Meredith's journey from finance to operations, tech, and ultimately, a leadership role at Consilio. Revenue Operations vs. Chief Revenue Officer (CRO): Defining the roles and how to build a robust revenue organization, particularly in an acquisitive company. Improving Delivery from a Revenue Background: The importance of client listening and how a revenue-centric mindset can enhance service delivery and collaboration between sales and operations teams. AI in Legal: Clients view AI as both a problem and a solution. Discussion covers where real adoption is happening today (e.g., contract review, eDiscovery review) and the internal pressures on corporate legal departments to show AI efficiency. The AI Skills Gap and Literacy: Addressing the need for AI literacy among legal professionals and how Consilio is adding value through guided expertise, innovation labs, and rapid prototyping. Consilio's AI Offerings: A look at tools like Aurora, ECI (Early Case Intelligence), and specialized AI suites for privilege identification (PrivGen), review, and investigations, emphasizing flexibility and a secure, private cloud environment.

In this Voices episode, the speakers dove into a critical workplace question: Does your employer value your output more than your well-being? They explored the balance (or imbalance) between productivity and employee care, shared insights on company culture, mental health, and what truly drives sustainable success. Moderator: Shannon Stevens, Legal Tech Enthusiast & Experienced Litigation Paralegal Speakers: Donna Medrek, Senior Director, Bluestar Jonathan Sabin, Litigation Partner, Kane Kessler, P.C. Adam Wehler, Director of eDiscovery and Litigation Technology, Smith Anderson

Send us a textWords can trigger audits, budget panic, or calm execution, and few words carry more weight than “leak” and “breach.” We unpack the real differences, the legal and regulatory implications of each, and how precise language shapes incident response. From there, we get hands-on with CISSP-ready concepts—data states, DLP, CASB, DRM, minimization, sovereignty, and sensitivity labels—and translate them into moves you can make this week.We start by mapping data states—at rest, in transit, in use—and explaining why data in use often deserves the strongest controls. You'll hear how teams over-index on storage encryption while under-protecting live workflows, and how to fix that with device posture checks, least privilege, just-in-time access, and application-layer monitoring. Then we dive into data minimization: setting clear retention rules, automating deletion, and killing the “we might need it someday” habit that inflates breach impact and eDiscovery pain. Along the way, sensitivity labels become the glue for governance, tying classification to access, encryption, and audit.Next, we stress-test common tools. DLP is great at stopping careless exfiltration but struggles with insiders who have legitimate access, so we show how to tune policies, coach users, and add approvals for mass exports. DRM protects intellectual property but introduces compatibility and friction; we outline how to pilot it with high-value content and measure productivity impact. For cloud journeys, CASB delivers visibility into sanctioned and shadow SaaS, enforces consistent policies, and even helps manage data egress costs—vital for budgets and compliance. Finally, we navigate data sovereignty, cross-border flows, and practical tactics like regional storage, masking, and pseudonymization to keep regulators satisfied and data safe.Whether you're studying for the CISSP or leading security strategy, you'll leave with clear definitions, sharper communication, and a toolkit for governing what you keep, protecting what you use, and deleting what you don't. If you found this helpful, subscribe, leave a review, and share it with a teammate who still calls every incident a breach.Gain exclusive access to 360 FREE CISSP Practice Questions at FreeCISSPQuestions.com and have them delivered directly to your inbox! Don't miss this valuable opportunity to strengthen your CISSP exam preparation and boost your chances of certification success. Join now and start your journey toward CISSP mastery today!

Greg Moreman, Customer Partner of EDRM Trusted Partner Level Legal, sits down with EDRM's Mary Mack and Holley Robinson. In this episode, Greg shared his journey into eDiscovery, the care his team takes with Level Legal's clients, the human element of delivering value to clients, and how privacy informs document reviews. Greg explained the Level Legal team's approach to evaluating and incorporating AI into appropriate aspects of the workflow, ending with a very productive and delicious fun fact.

Continuing our series on AI-enabled e-discovery, Anthony Diana, Therese Craparo, and Samantha Walsh tackle the thorniest privilege challenges and real-world use cases. They explore how AI – from tried and true technology-assisted review (TAR) to emerging generative AI – can accelerate privilege identification, sharpen quality control, and streamline (even automate) privilege logging, all while preserving human judgment where nuance matters. The conversation examines practical steps for the responsible adoption of AI today and looks ahead to the future of AI's role in privilege review.

In this podcast, discover how to best navigate California's new employment AI regulations that recently went into effect on October 1st.    The speaker highlighted how the usage of Automated Decision Systems, which includes AI, when making employment decisions, can directly violate California law if these tools are found to discriminate against employees or applicants, either directly or indirectly, on the basis of already protected characteristics such as race, age, gender, etc.    In addition, they highlighted other recent AI regulations taking place around the world, such as the EU AI Act and more.    Moderator:  Adam Wehler, Director of eDiscovery and Litigation Technology, Smith Anderson Speaker: Kassi Burns, Senior Attorney, Trial and Global Disputes, King & Spalding

Anthony Diana is joined by Therese Craparo and Marcin Krieger to start a new series on AI-enabled e-discovery. This series will look at practical and legal issues related to the use of AI in e-discovery, with a focus on actual use cases rather than theoretical discussions. Topics for this episode include how AI is currently being used in e-discovery, the rapid proliferation of tools on the market and the speed of their adoption, and guidance on how to get started – including key do's and don'ts.

Capri Miller, Customer Partner of EDRM Trusted Partner Level Legal, sits down with EDRM's Mary Mack and Holley Robinson. In this episode, Capri shares her unique journey into the world of eDiscovery. Capri finds that having eDiscovery professionals integrated with case teams offers the client the least risky and most efficient service. Capri provided tips for eDiscovery professionals seeking to engage in more substantive legal practice, as well as for legal professionals looking to break into the world of eDiscovery. We ended our discussion with Capri sharing her very engaging fun fact.

In this episode, the thirty-fourth in a series, Alex Walstad, Marketing Coordinator and "Metal Man" of EDRM Trusted Partner HaystackID, sits down with EDRM's Mary Mack and Holley Robinson. Alex shares his unique journey into the world of eDiscovery and how his mom, our wonderful Kaylee Walstad, connected him to the community, as well as the surprising ways his musical passion informs his career. Discover how the precision required for songwriting influences his approach to content quality control, and how organizing music events—with an audience notably different from the typical eDiscovery crowd(!)—sharpens his event QC skills. Besides discussing his work and his rock-solid nickname, Alex clues us in to a surprisingly fun fact about himself.

Bryan Bellack, Executive Vice President of EDRM Trusted Partner, HaystackID, sits down with Mary Mack and Mary Bennett to talk about trends since his visit on Episode 174. In this podcast episode, Bryan focused on the unique challenges of eDiscovery in the white collar crime context, especially the timeframe, the sensitivity of the data, and the status and stature of the stakeholders. Bryan emphasized the mission-critical need for an attorney experienced in the art and science of communication and management of this high-stakes, high-profile engagement. Bryan's fun fact led us into a discussion of more responsible and safer use of AI.

This week, we talk with Gabe Pereyra, President and co-founder at Harvey, about his path from DeepMind and Google Brain to launching Harvey with Winston Weinberg; how a roommate's real-world legal workflows met early GPT-4 access and OpenAI backing; why legal emerged as the right domain for large models; and how personal ties to the profession plus a desire to tackle big societal problems shaped a mission to apply advanced AI where language and law intersect.Gabe's core thesis lands hard, “the models are the product.” Rather than narrow tools for single tasks, Harvey opted for a broad assistant approach. Lawyers live in text and email, so dialog becomes the control surface, an “AI associate” supporting partners and teams. Early demos showed useful output across many tasks, which reinforced a generalist design, then productized connections into Outlook and Word, plus a no-code Workflow Builder.Go-to-market strategy flipped the usual script. Instead of starting small, Harvey partnered early with Allen & Overy and leaders like David Wakeling. Large firms supplied layered review, which reduced risk from model errors and increased learning velocity. From there the build list grew, security and data privacy, dedicated capacity, links to firm systems, case law, DMS, data rooms, and eDiscovery. A matter workspace sits at the center. Adoption rises with surface area, with daily activity approaching seventy percent where four or more product surfaces see regular use. ROI work now includes analysis of write-offs and specialized workflows co-built with firms and clients, for example Orrick, A&O, and PwC.Talent, training, and experience value come next. Firms worry about job paths, and Gabe does not duck that concern. Models handle complex work, which raises anxiety, yet also shortens learning curves. Harvey collaborates on curricula using past deals, plus partnerships with law schools. Return on experience shows up in recruiting, PwC reports stronger appeal among early-career talent, and quality-of-life gains matter. On litigation use cases, chronology builders require firm expertise and guardrails, with evaluation methods that mirror how senior associates review junior output. Frequent use builds a mental model for where errors tend to appear.Partnerships round out the strategy. Research content from LexisNexis and Wolters Kluwer, work product in iManage and NetDocuments, CLM workflows via Ironclad, with plans for data rooms, eDiscovery, and billing. Vision extends to a complete matter management service, emails, documents, prior work, evaluation, billing links, and strict ethical walls, all organized by client-matter. Global requirements drive multi-region storage and controls, including Australia's residency rules. The forward look centers on differentiation through customization, firms encode expertise into models, workflows, and agents, then deliver outcomes faster and at software margins. “The value sits in your people,” Gabe says, and firms that convert know-how into systems will lead the pack.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] ⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠ Transcript

By Adam Turteltaub As with so many other areas, communication, or a lack of it, can be a big problem when it comes to eDiscovery.  Legal doesn't always adequately communicate what it needs.  The business unit doesn't share information about all the technologies its teams are using to communicate, and compliance may be giving the wrong message as a result. The cure, as Joey Seeber, CEO of Level Legal lays out in this podcast, is making sure that everyone is aware of the issues, the technology and what proper practices look like. That means understanding what platforms are being used for collaboration, and deletion schedules need to be understood and consistent, wherever possible. To understand more about navigating around these problems, and how to find a vendor that will help your efforts, listen in to discover more about eDiscovery.

This week on the pod, we welcome Bobby Coppola, Chief Strategy Officer and Bryant Gauthier, Vice President of Legal Technology at PLUSnxt. Bobby shares how his path from big law to legal tech shaped his focus on client service and strategy, while Bryant returns to the show to talk about what drew him to PLUSnxt after his time at Celerity.We break down what sets PLUSnxt apart in the crowded eDiscovery space, from helping clients separate hype from reality to focusing on innovation that actually makes life easier for corporations and law firms. The conversation turns to artificial intelligence in document review, obviously, where Bobby and Bryant highlight where adoption is real, where skepticism remains, and how GenAI is shifting client expectations. They also weigh in on whether the future lies in best-of-breed solutions or all-in-one platforms, sharing why no one really wants to manage a “franken-stack.” To wrap up, Bobby and Bryant share their takeaways from ILTACON and what trends they see shaping the next phase of legal tech.Along the way, the group reminisces about the dot-com era, old chat rooms (ASL anyone?), answering machines, fax machines, the Movie Phone guy, and even the “Callin' Oates” hotline. Definitely check this one out!At the intersection of law, business, and technology, Bobby Coppola  is focused on delivering industry leading legal technology and services to achieve the best outcome for his clients. He leverages his unique skill set based on his big law background and decades long-experience in the eDiscovery space to solve business and legal problems for companies and law firms globally. As Chief Strategy Officer at PLUSnxt, he is focused on the development of the company's short- and long-term strategy from both an operational and growth perspective. The underpinning of his approach to client relationships is a fanatical focus on client service and a vision of always putting himself in his client's position when developing a strategic plan for success.Bryant Gauthier is Vice President of Legal Technology at PLUSnxt, where he advises law firms and corporate counsel on building efficient eDiscovery programs. With more than 20 years of experience, he helps clients leverage technology, processes, and analytics to reduce costs and manage risk across the EDRM. He has led the launch of eDiscovery departments using advanced tools such as CAL, TAR, AI, text-to-audio search, and image recognition to streamline document review and investigations. His background includes leadership roles at Huron Consulting, Skadden Arps, Buckley Sandler, Finnegan Henderson, and Xerox.  Bryant supports legal teams in litigation, investigations, and regulatory matters, including SEC, DOJ, and CFPB inquiries, across industries such as banking, energy, healthcare, intellectual property, and technology. His expertise covers data identification, analysis, governance, privacy, and cross-border matters. PLUSnxt is a legal technology and services provider that helps law firms and corporations manage complex eDiscovery challenges with a focus on practical innovation and client service. They emphasizes building solutions that cut through the noise of legal tech hype, offering tools and expertise that actually improve how legal teams review, analyze, and manage data. PLUSnxt brings a mix of deep technical knowledge and real-world legal experience to its clients. Their approach combines advanced technologies such as AI and analytics with a clear understanding of business and legal priorities, making them a trusted partner for organizations navigating litigation, investigations, and regulatory matters.

Hosted by David Cowen | Presented by Steno Live from the floor at ILTACON 2025, this episode dives into the real transformation happening inside law firms and what GenAI has to do with it. Julie Brown, Director of Practice Technology at Vorys, shares why attorneys are finally asking for AI, what it means to build digital agents, and how legal tech professionals have evolved from taskmasters to strategic leaders. From workflow automation to workforce evolution, Julie breaks down what's changing, what's coming next, and how to stay ahead in a profession that's reinventing itself in real time. Key Topics Covered: How GenAI has flipped the script on legal tech adoption Why attorneys are now driving the demand for innovation The shift from eDiscovery silos to full-firm strategic impact What the rise of digital agents means for tomorrow's workforce How legal ops teams are becoming drivers of business value Julie's “second career” in agent design, automation, and workflow strategy Why human-in-the-loop AI still matters and always will   This Episode is presented by Steno: Smarter transcripts. Faster delivery. Built for modern legal teams.

The e-discovery company Reveal Data recently announced that it will launch its new generative AI-powered document review platform, called “aji,” in late September. Notably, the company said it is offering full access to the platform at no cost through Dec. 31, in order to enable “the entire legal community to explore and master the next era in GenAI review innovation.”   To discuss the launch of aji, today's episode features Reveal's founder and CEO Wendell Jisa, together with the company's chief technology officer, Matthew Brothers-McGrew. This launch, Jisa says, represents the culmination of a deeply personal 30-year journey in legal tech from delivering photocopies in Chicago during blizzards to leading what he believes is one of the most significant technology companies in the legal industry.    In their conversation with host Bob Ambrogi, Jisa and Brothers-McGrew make the case that generative AI presents the legal profession with the opportunity to become technology trailblazers rather than laggards. Their goal, they say, is to support the profession by democratizing access to AI across firms of all sizes and types.    They also discuss Reveal's recent launch of Reveal Private Deployment, an initiative to support customers in whatever way they want to deploy Reveal's software, whether in the cloud, on-premises, or hybrid. At a time when other companies are pushing their customers away from on-premises deployments and into the cloud, Jisa and Brothers-McGrew say this is yet another way in which Reveal is seeking to democratize access by accommodating the interests of all its customers. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.   Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today?    If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.