Podcasts about ediscovery

Bruce Holbert, Senior Director of North American Channels for EDRM Trusted Partner Exterro sits down with Kaylee & Mary to talk about his journey to eDiscovery and Exterro. We talked about what attracted him to Exterro and how aligned principles provide a solid foundation for a long term mutually beneficial partnership. Bruce explained the different types of partners Exterro is seeking and also talked about his hobby of ultra-marathon training, including very long distance running in the woods of Alabama. We ended our conversation with a very surprising and delicious fun fact.

A conversation with Kelly Twigger, an E-Discovery veteran and founder of ESI Attorneys and Minerva26. Kelly shares her journey into E-Discovery, stemming from the first-ever ABA event on the topic in the early 2000s, and the rapid evolution of case law and technology that led her to develop E-Discovery Assistant which has now been rebranded Minerva 26. The discussion delves into how Minerva 26, a strategic command center for E-Discovery, curates case law, rules, checklists, and offers on-demand education. Kelly explains the reasoning behind rebranding from "E-Discovery Assistant" to "Minerva 26," emphasizing the shift from data tools to knowledge and strategic insight. The conversation also explores the current challenges legal professionals face in adopting technology, the impact of AI on the legal industry, and the need for updated federal rules of civil procedure to address technological advancements. Key Takeaways: Proactive E-Discovery: The importance of engaging with E-Discovery issues early in a case to save time and money, and to maximize the utility of electronically stored information (ESI). Technology's Transformative Power: ESI, unlike paper, offers immense opportunities to leverage technology for more efficient and effective legal analysis and fact-finding. Overcoming Fear and Expense: The primary barriers to technology adoption in the legal field are fear and perceived expense, which can be overcome through education and strategic planning. AI's Role in Legal: AI is not replacing lawyers but enhancing their capabilities by improving efficiency, accuracy, and providing valuable insights. The Need for Rule Updates: The rapidly changing technological landscape necessitates updates to the Federal Rules of Civil Procedure to provide clarity and consistency, especially concerning issues like control over personal devices and the use of advanced E-Discovery tools like Technology Assisted Review (TAR). Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI   Want to keep up to date about new episodes? Technically Legal Update List. Want to learn more about Percipient (percipient.co)? Follow Chad on Linkedin: Chad Main | LinkedIn Follow the podcast on LinkedIn: Technically Legal | LinkedIn Follow the podcast on Instagram: Technically Legal | Instagram Follow the podcast on X: Technically Legal | X  

Welcome to 'AI Lawyer Talking Tech', where we delve into the rapid transformation of the legal industry by artificial intelligence. Today, we explore how AI is revolutionizing legal workflows, from enhancing efficiency in document review and research to automating complex tasks, while simultaneously presenting significant challenges related to over-reliance, skill degradation, ethical considerations, and compliance. We'll touch upon the critical balance between leveraging AI as a springboard for higher-value work and avoiding the pitfalls of using it as a crutch. Join us as we discuss the evolving regulatory landscape, including key court decisions on data privacy, copyright, and algorithmic liability, and examine how the legal market is adapting through technology adoption, partnerships, and new service delivery models.Is agentic AI a crutch or springboard for lawyers?10 Jun 2025Legal.ThomsonReuters.comReasoning, tool calling, and agentic systems in legal LLMs10 Jun 2025Legal.ThomsonReuters.comThe Human Element Remains: How Legal Professionals and AI Can Best Collaborate in the Future of E-Discovery and Litigation10 Jun 2025JD SupraIn Profile: Rafie Faruq, CEO of Genie10 Jun 2025Fintech TimesAI legal battles: U.K. trial and new U.S. lawsuit unfold10 Jun 2025SearchEnterpriseAI - TechTargetSmall Law, Big Tech: AI's Role In Revolutionizing The Legal Industry10 Jun 2025Forbes.comMay 2025 Tech Litigation Roundup10 Jun 2025TechPolicy.pressLaw.com Readies June 16 Launch of Major Redesign Focused on Content Integration, Modernized UI and Global Perspective10 Jun 2025LawSitesSociety revives campaign to save civil legal aid10 Jun 2025Law Society GazetteReform UK faces legal challenge over data failures10 Jun 2025Computing.co.ukLondon AI firm claims Getty copyright lawsuit is an ‘existential threat' to generative tech industry10 Jun 2025Business Matters MagazineGeospatial Law, Ethics & the Edge of Innovation: A Conversation with Kevin Pomfret10 Jun 2025GIM InternationalEuropean legal AI deal to watch: Doctrine enters Germany with investment in dejure.org10 Jun 2025Legal Technology InsiderHow London Built the World's Best Legal AI Ecosystem10 Jun 2025Entrepreneur EuropeAI Just Changed Legal Research Forever: Here's What Every Law Firm Should Know10 Jun 2025Legaltech on MediumFrom risk to ROI: The business case for AI governance10 Jun 2025Legal Technology News - Legal IT Professionals | Everything legal technologyEuropean Commission Launches Stakeholder Consultation on the EU AI Act's Rules for High-Risk AI Systems10 Jun 2025SteptoeHouse Budget Reconciliation Bill Would Delay State AI Regulation10 Jun 2025McDermott Will and EmeryConnecticut Signals an Increased Focus on Biometric Data Compliance10 Jun 2025Venable LLPUpdates on CIPA Reform: CA SB 690 Progresses to the Assembly Without a Private Right of Action10 Jun 2025BeneschPresident Trump Signs Cybersecurity Executive Order10 Jun 2025Mayer BrownFederal Judge Denies CIPA Lawsuit's Class Certification: 5 Key Takeaways for Businesses10 Jun 2025Fisher & Phillips LLPMetaLight Inc. Announces HK$242.35 Million IPO10 Jun 2025CooleyArtificial Intelligence or innocent ignorance? Hard lessons yield best practices10 Jun 2025Clark HillNavigating the South Korean AI Act: Implications for US and European Businesses10 Jun 2025Steptoe

E-discovery is one of the hottest areas of litigation today. AI chats, Slack and social media, and confidentiality concerns are big news. As the field advances, it's becoming increasingly important that legal professionals understand not just how to manage their own team's data, but also what to ask for in discovery. Guest Nicole Gill, author of Best Practices for E-Discovery: A Practical Handbook (American Bar Association), explains how new sources of digital data emerge almost daily and how rules of collecting and preserving data trails, as well as data generated by AI chatbots, are constantly evolving. You need to stay up to date or you'll be left behind. Knowing how to broadly expand your discovery requests can be crucial. It's every attorney's duty to understand the digital environments where important information, records, and communications live (and sometimes hide). Snapchat, WhatsApp, Facebook, and Slack are changing the way your own clients, and any subject of discovery requests, communicate. What must be preserved and what can be reviewed? And how are countries outside the United States (including China and the EU) managing data and privacy? Plus, a quick tip from guest Lindsay Polega as she explores the value of taking on pro bono work. It can be hard to take a full-time job fighting for justice. Those jobs don't pay well, and many attorneys are wrestling with overwhelming student loans. But you can still do good by taking on some pro bono work, helping others while getting back to the ideals that got you into the field of law. Resources: Slack WhatsApp Snapchat ChatGPT Thomson Reuters CoCounsel American Bar Association American Bar Association Litigation Section

E-discovery is one of the hottest areas of litigation today. AI chats, Slack and social media, and confidentiality concerns are big news. As the field advances, it's becoming increasingly important that legal professionals understand not just how to manage their own team's data, but also what to ask for in discovery. Guest Nicole Gill, author of Best Practices for E-Discovery: A Practical Handbook (American Bar Association), explains how new sources of digital data emerge almost daily and how rules of collecting and preserving data trails, as well as data generated by AI chatbots, are constantly evolving. You need to stay up to date or you'll be left behind. Knowing how to broadly expand your discovery requests can be crucial. It's every attorney's duty to understand the digital environments where important information, records, and communications live (and sometimes hide). Snapchat, WhatsApp, Facebook, and Slack are changing the way your own clients, and any subject of discovery requests, communicate. What must be preserved and what can be reviewed? And how are countries outside the United States (including China and the EU) managing data and privacy? Plus, a quick tip from guest Lindsay Polega as she explores the value of taking on pro bono work. It can be hard to take a full-time job fighting for justice. Those jobs don't pay well, and many attorneys are wrestling with overwhelming student loans. But you can still do good by taking on some pro bono work, helping others while getting back to the ideals that got you into the field of law. Resources: Slack WhatsApp Snapchat ChatGPT Thomson Reuters CoCounsel American Bar Association American Bar Association Litigation Section Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Careers and the Business of Law: The Legal Data Intelligence Series, David Cowen sits down with Richard Pachella, Strategic Alliance Advisor at Epiq, to unpack the seismic shifts happening across legal tech, operations, and talent. If you're in eDiscovery, legal operations, or just trying to navigate your career in the age of AI, this episode is for you.

20 Years. 5 Pivots. 1 Big Bet on GenAI.

Check out Bernadette's book, Daughter Lessons, here! Check out Heidi's book, Love Lessons, here! BiosErica Zolner, Partner at Redgrave LLP, has over two decades of experience with high-stakes business litigation, multidistrict litigation, and class action matters.  She provides proactive and strategic legal counsel in eDiscovery and Information Law matters, including advising clients on the development and execution of defensible eDiscovery processes crucial for navigating contentious, high-stakes litigation.  She is also recognized by peers as a leading lawyer in the field of E-Discovery and Information Governance, as reflected in the Chambers USA rankings. With a track record of handling complex, “bet the company” matters, Erica's cases have spanned a variety of practice areas, including antitrust, product liability, trade secrets, mass tort, and healthcare insurance matters.  She has served as lead counsel in jury and bench trials in both federal and state courts, and her trial work includes delivering opening statements, handling witness examinations, presenting and defending expert witnesses, and presenting trial motions. Erica oversees case strategy and all aspects of discovery coordination and trial preparation, including negotiating pre-trial case management orders addressing discovery issues, preparing and defending corporate representatives for testimony in connection with 30(b)(6) depositions on discovery issues, motion practice regarding discovery disputes, and supervising the identification, collection, review, and production of electronically stored information (ESI). Erica's experience developing efficient eDiscovery and information governance solutions related to records retention and challenges posed by emerging technologies allows her to craft targeted strategies that address clients' specific and complex business needs and information technology environments. Before joining Redgrave, Erica spent close to 20 years at Kirkland & Ellis LLP, the last 12 years as a partner.  She received her J.D., cum laude, from Northwestern University Pritzker School of Law and her B.A., summa cum laude, from Oklahoma State University, B.A.  Erica is an active member of the National Association for Women Lawyers (NAWL) and serves on NAWL's Annual Meeting Leadership Committee.  Heidi Friedman is a partner at Thompson Hine, focusing on environmental law, regulatory compliance, and sustainability. She co-chairs the firm's ESG Collaborative and founded the Spotlight on Women program. With over two decades of experience, Heidi is a thought leader, guiding clients through complex legal landscapes with innovative and sustainable solutions. Her experience includes environmental risk management, regulatory enforcement, and corporate sustainability initiatives. Heidi's career is distinguished by her commitment to excellence and her ability to navigate the intersections of law, business, and environmental stewardship. Recognized for her strategic insights, she translates complex legal issues into actionable business strategies. Her dedication has earned her numerous accolades, including being named a "Top Lawyer" by various industry publications. Heidi's commitment to authenticity and her ability to connect with clients and colleagues have made her a respected figure in her field. Her insights on personal branding are rooted in her professional experiences and her belief that staying true to one's values is key to long-term success. Heidi is also the author of "104 Dates and the Stories that Led Me to True Love," where she shares her personal journey of finding love after 104 dates.  Bernadette Catalana is an experienced litigator, negotiator, and team leader. She lives in New York City and is the partner-in-charge of the Thompson Coe Cousins and Irons New York City office. Bernadette is an active mentor and is especially committed to supporting other women in the practice of law. An accomplished speaker, both live and on podcast, Bernadette has also authored a book, Daughter Lessons, which is a compilation of essays about what she has learned as one of six daughters and as the mother of two period. She is a frequent poster on LinkedIn, sharing the human side of practicing law and practicing life.

Recorded Live at ClaimsXChange in Nashville on April 30, 2025. Joshua Gilliland spoke on Preserving Evidence – The Intent to Deprive with James Daley from Consilio and W. Brett Mason, Esq., from Degan, Blanchard & Nash. The seminar covered the Intent to Deprive under Federal Rule of Civil Procedure Rule Rule 37 and related case law. The session addressed the duty to preserve electronic evidence, strategies and technology for collecting electronically stored information, and the six-factor analysis to show the Intend to Deprive under Rule 37.Have a topic you'd like Bob to cover? Submit it to questions@gpsllp.com, or connect with Bob directly on LinkedIn.And if you'd like to know more about GPSL, check out our website.You can also find us on LinkedIn, X, and Facebook.

In the twenty ninth episode of EDRM Trusted Partner, HaystackID's monthly podcast series, Dorothe Schuch, Vice President of Forensic Logistics and Evidence Management at HaystackID, sits down with Kaylee & Mary to talk about her journey to forensics, eDiscovery, and HaystackID. We talked about how mentors have made a difference in her career, and how Dorothe is paying mentorship forward. Dorothe encouraged our listeners to never stop learning, as every day brings changes in eDiscovery practice. We previewed her presentation at WiECON25 with tips on getting the most from your data. We ended our conversation with her very surprising fun fact.

Engagement is key. Knowing your audience is crucial.  How do you get people to listen when they aren't interested in the topic you're presenting, aka eDiscovery, GenAI, machine learning, document review, etc.   In this podcast, the speakers will fill your cups to the brim with ideas, tips, and various avenues for engagement.  In addition, they will provide you with key suggestions in how to learn to speak your audience's language to get them to understand what your offering. Moderator: Shawn McClurg, Director of Practice Solutions, Miles & Stockbridge P.C. Speakers: Cheryl Wilson Griffin, VP of Vendor Advisory, LegalTechnology Hub Kalina Leopold Oak, Director of Marketing & Communications, Justice Technology Association 

In this episode of Hiring to Firing, hosts Tracey Diamond and Emily Schifter explore eDiscovery processes and procedures with Alison Grounds, founder and managing partner of eMerge. Learn about the importance of eDiscovery in litigation, the shift from paper to digital discovery, and the complexities of managing electronic data. Alison offers practical tips on preserving evidence, leveraging AI, and navigating the challenges of use of personal devices for business purposes. Tune in to learn about managing electronic data and avoiding common mistakes in the eDiscovery process.

Erica Zolner, Partner and Executive Committee leader at EDRM Trusted Partner, Redgrave LLP, sits down with Kaylee and Mary to talk about her journey to eDiscovery, her leadership style, trends beyond GenAI, and her triple fun fact. Erica also answered our questions about a groundbreaking article she co-authored with William Farrier regarding the Trembly v. OpenAI, Inc.. case entitled, "Uncharted Waters: Work Product Protection for Attorneys' Use of Generative AI."

Welcome to AI Lawyer Talking Tech! Today, we unpack the profound impact of artificial intelligence on the legal profession. Sources indicate a strong expectation for AI to become central to legal operations in the near future, with 95% of surveyed professionals anticipating its integration within five years. We'll uncover the diverse ways AI is being applied, from refining contract analysis and streamlining eDiscovery to automating routine tasks like document formatting and time recording, and augmenting legal research capabilities. We'll also confront the crucial issues AI presents, such as ensuring reliability, addressing ethical dilemmas, mitigating bias, and the complexities of verifying AI-created evidence in judicial settings. Tune in as we explore the importance of utilizing AI solutions built specifically for legal work, implementing them responsibly, and developing effective approaches for legal professionals to integrate these advancements into practice.2025 BIO International Convention09 May 2025CooleyOne Big Thought – Charting a Human-Centered Future in the Age of Artificial Intelligence: Part Seven09 May 2025Morris, Manning & Martin,LLPAI Technology Gives Voice to Deceased Man in Courtroom Drama08 May 2025QUE.comWhy you should be using AI – but for the boring stuff08 May 2025Legal FuturesWhile AI Reshapes Legal Publishing, Most at the Legal Marketing Association Conference Were Focused Elsewhere08 May 2025Real Lawyers Have BlogsWhy you still need generative AI for legal despite concerns08 May 2025Legal.ThomsonReuters.comHow AI is Transforming Contract Management for Finance Teams08 May 2025TechBullionThe BR Privacy & Security Download: May 202508 May 2025National Law ReviewLegal Implications of Autonomous Vehicle Accidents08 May 2025TechBullionHow This New Lawyer Branded Her Firm With Aloha and Built a Happy Practice | First Flight #408 May 2025Legal Talk NetworkAI impact statement from dead man raises questions about future of evidence08 May 2025Tech DigestThe Future of Patent Drafting: AI, LLMs, and the Evolution of IP Management08 May 2025LexologyJudge blasts claimant lawyers for “appalling professional behaviour” in JR proceedings08 May 2025Local Government LawyerLawyers gain over 3,000 hours in productivity in just six months with document reading tool08 May 2025Legal FuturesPerspective – National Security Implications of Foreign Third-Party Litigation Financing08 May 2025American Security ProjectPaladin Launches Its First Pro Bono Portal Outside the U.S., In Partnership with Ontario Bar Association08 May 2025LawSitesCMO Series Podcast RE-RELEASE: Tracey Whyte on Getting The Most Out of AI in a Lean Marketing and BD team08 May 2025Lexology360 Law Services expands AI contract review platform to support SME law firms08 May 2025Legal FuturesWilliam Fry: Two-thirds of business leaders say AI is boosting productivity08 May 2025Irish Legal NewsFrancis Pommett – the attorney on trust, instinct and the human side of law08 May 2025London Daily NewsThe Digital Evidence That Fights Back: How Technology Is Shaping Housing Disrepair Claims08 May 2025BusinessMoleDetails confirmed for landmark AI inventorship appeal08 May 2025UKTNThe Consultant Model: Lawyers Are Doing It For Themselves08 May 2025Artificial LawyerText of Remarks--"The Visualization of Text and the Textualization of Image: Factual Narratives in and as Legal Discourse" -- Prepared for the 25th International Roundtable for the Semiotics of Law (Legal Evidence on the Age of Techno-Societies and Visual08 May 2025Law at the End of the DayDeepfakes on trial: How judges are navigating AI evidence authentication08 May 2025Thomson Reuters InstituteAI Circuit Breakers in Legal Contracts: A Safeguard for Business08 May 2025Global IP & Technology Law BlogAI in Legal Tech: A Guide08 May 2025Legaltech on Medium

In this episode of The Consumer Finance Podcast, Chris Willis is joined by Troutman Pepper Locke Partners Joseph DeFazio and Jason Manning, along with Alison Grounds, founder and managing partner of Troutman Pepper Locke's award-winning eDiscovery subsidiary, eMerge to discuss the evolving capabilities and advantages of eDiscovery. This episode highlights the significance of efficient processes in streamlining document review to enhance legal strategies, including setting clear policies for electronically stored information (ESI) and analyzing vast volumes of digital data with accuracy. As the use of AI becomes more prevalent across the consumer financial services industry, the speakers underscore the impact of leaning into eDiscovery and innovation to help uncover critical evidence early in litigation and response plans, as well as during regulatory investigations.

Headed to CLOC? So are E.J. Bastien and David Cowen and this episode is your field guide. Before you start speed-walking the ARIA hallways and hunting for coffee and co-pilots, listen in. E.J. Bastien has spent two decades at Microsoft reimagining what in-house eDiscovery and litigation support can be. He's leading teams, building AI agents, and solving tomorrow's problems with tools that most legal teams haven't even touched yet. In this pre-CLOC masterclass, we dig into: How Microsoft is using GenAI to streamline review, code documents, and surface case-critical facts before a human ever sees them What it really means to build a bespoke agent trained on your legal team's workflows not ChatGPT, but your playbook Why perfectionists are out, and “learn-it-alls” are in and how that mindset shift is the secret to surviving (and thriving) in 2025. You'll also hear what it takes to lead with confidence, experiment without fear, and stay grounded in the face of constant change. It's Vegas. It's CLOC. It's time to stop chasing answers and start trading playbooks.

In the twenty eighth episode of EDRM Trusted Partner, HaystackID's monthly podcast series, Aaron Pribil, Director of Product Management, sits down with Kaylee & Mary to talk about his journey to eDiscovery and HaystackID, his crossfunctional approach to product management and how that informed the newly released CoreFlex single pane of glass for legal departments and what trends he is tracking as he talks with practice teams. We ended our conversation with a delicious fun fact.

This week, Kevin and Laura sit down with seasoned entrepreneur and executive leader Haresh Bhungalia. With over two decades of experience building, scaling, and exiting successful companies, Haresh shares the journey that led him from a paper route to leading Casepoint, a major player in the eDiscovery space.Haresh walks us through Casepoint's growth story, the biggest challenges he faced scaling the company, and the factors that drove its success. We dive into Casepoint's recent merger with OPEXUS, backed by Thoma Bravo, and discuss why Haresh chose this moment, after years of resisting outside funding, to make the move. He also opens up about stepping down as CEO, choosing new leadership, and what's next for him, hinting at everything from startup investing to maybe even sailing off into the sunset. Beyond his personal story, Haresh offers powerful insights into the future of legal tech, how leaders can stay aligned with customer needs, and his best advice for founders scaling teams or navigating the tricky balance between aggressive growth and strategic reflection. Plus, Kevin and Laura share their dreams of running an AI company or a grocery store.You won't want to miss this conversation packed with leadership lessons, well-earned advice, and a glimpse into the future of eDiscovery.Haresh Bhungalia is a seasoned entrepreneur and CEO with over 20 years of executive leadership experience. He has a proven track record of building, scaling, and successfully exiting businesses. As a strategic leader, Haresh is dedicated to driving customer growth, enhancing engagement, and fostering a company culture based on trust, transparency, and mutual respect. He strongly believes that prioritizing the employee experience leads to superior customer outcomes and, ultimately, greater value creation. His most recent exit was Casepoint, an enterprise data discovery platform, which was successfully sold to private equity firm Thoma Bravo.

Welcome to AI Lawyer Talking Tech. The legal world is experiencing a significant transformation, deeply influenced by artificial intelligence and emerging technologies. This evolution impacts everything from how legal tasks are performed, like document review and workflow automation, to the very definition of legal careers and the development of new regulations. While technology offers immense potential for efficiency and innovation, it also brings critical challenges concerning ethics, data security, and the imperative of human judgment. Educational institutions are integrating technology training to equip the next generation of lawyers, acknowledging the changing skills necessary for success. On this podcast, we'll discuss how legal professionals can leverage technological advancements effectively, considering the complexities at the intersection of technology, law, and social justice, and working towards a responsible and equitable digital environment.A milestone in the pioneering work of the Cyberlaw Clinic28 Apr 2025Harvard Law SchoolBSB: Barristers need to embrace tech to improve client service28 Apr 2025Legal FuturesEmpowering Lawyers Beyond Legal Roles: A Conversation With Neil Handwerker And Kimberly Fine28 Apr 2025Above The LawThe History of E-Discovery is Both Interesting and Important28 Apr 2025EDRMUPDATE: Tennessee Passes "Preventing Deepfake Images Act" to Protect Victims of AI Misuse28 Apr 2025WGNSRadio.comThe Future of Legal Tech: AI's Role in Transforming Law Practices28 Apr 2025Virginia Lawyers WeeklyClass Is in Session: How some law schools are training students in generative AI28 Apr 2025ABA JournalAt Its Core, Legal Ops Is About More Than ‘Legal Operations'28 Apr 2025Elevate ServicesKenzo Tsushima of Morae on Innovation, Change Management, and Servant Leadership28 Apr 20253 Geeks and a Law BlogPeople trust legal advice generated by ChatGPT more than a lawyer—new study28 Apr 2025Tech XploreBar Standards Board report: The challenges and opportunities of tech adoption28 Apr 2025Legal Technology InsiderThe Growing Need for Compliance in Social Media28 Apr 2025TechRound.co.ukSeriously? Lawyer Representing the My Pillow Guy – Already Known For Having Been Caught Pantsless on Zoom – Now Faces Sanctions for Hallucinated Cases28 Apr 2025LawSitesGlobal trade professionals are facing emerging skills gaps28 Apr 2025Thomson Reuters InstituteNewsom vs. Privacy Watchdog? Why Battle Over California's Proposed AI Rules Could Reshape the Future for Employers28 Apr 2025Fisher & Phillips LLPTwo Cooley Partners Honored for Data Breach Response28 Apr 2025CooleyPatent Claims Running on AI? Federal Circuit Says Not So Fast on Patent Eligibility28 Apr 2025Dinsmore & ShohlFTC Announces Significant Amendments to COPPA28 Apr 2025Mayer BrownThe United States and Singapore Signal More Robust Export Control Enforcement28 Apr 2025WilmerHaleVenable Welcomes Jennifer Daskal as New Cybersecurity Partner28 Apr 2025Venable LLPAI Watch: Global regulatory tracker - Kenya28 Apr 2025White & CaseChina Finalises the Measures for Personal Information Protection Compliance Audits28 Apr 2025Mayer BrownTop Strategies to Safeguard Tech Trade Secrets28 Apr 2025Baker & McKenzieFrom Whiteboards to Operating Agreements24 Apr 2025Legaltech on Medium

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

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.

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

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.

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 […]