Podcasts about ediscovery

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.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In this episode, Justin interviews Gwenn Cujdik, the Incident Response and Cyber Services Lead for North America at AXA XL. Justin and Gwenn cover various cybersecurity topics, and how her 15 years as an Assistant District Attorney prepared her for her current role of responding to cyber attacks. Listen for tips on securing your organization, large or small, from cyber attacks and responding when, not if, they come. Gwenn shares her experiences and some advice.   Listen for Gwenn's insights to help you be vigilant and prepared against cybercrime.   Key Takeaways: [:01] About RIMS and RIMScast. [:14] With great sadness, the RIMS family lost a true leader in September. Susan Meltzer was an exceptional risk professional and passionate volunteer with RIMS. She served as the Society's President in 1999 and 2000. [:29] RIMS has established a scholarship fund in her name. You can donate to that fund through RIMS, The Foundation for Risk Management®, at RIMS.org/FRM. [:46] About this episode of RIMScast. This is our National Cybersecurity Awareness Month episode. Here to lend her insight on all things cyber is Gwenn Cujdik. She is the Incident Response and Cyber Services Lead for North America at AXA XL. [1:19] We're also going to talk about her fascinating career that antedates her time in cyber. [1:24] RIMS-CRMP Prep Workshops! The next RIMS CRMP Prep Workshops will be held on October 29th and 30th and led by John Button. [1:36] The next RIMS-CRMP-FED Virtual Workshop will be held on November 11th and 12th and led by Joseph Mayo. Links to these courses can be found through the Certifications page of RIMS.org and through this episode's show notes. [1:53] RIMS Virtual Workshops! RIMS has launched a new course, “Intro to ERM for Senior Leaders.” It will be held again on November 4th and 5th and will be led by Elise Farnham. [2:07] On November 11th and 12th, Chris Hansen will lead “Fundamentals of Insurance”. It features everything you've always wanted to know about insurance but were afraid to ask. Fear not; ask Chris Hansen! RIMS members always enjoy deep discounts on virtual workshops! [2:26] The full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's notes. [2:37] Several RIMS Webinars are being hosted this Fall. On October 9th, Global Risk Consultants returns to deliver “Natural Hazards: A Data-Driven Guide to Improving Resilience and Risk Financing Outcomes”. [2:51] On October 16th, Zurich returns to deliver “Jury Dynamics: How Juries Shape Today's Legal Landscape”. On October 30th, Swiss Re will present “Parametric Insurance: Providing Financial Certainty in Uncertain Times”. [3:08] On November 6th, HUB will present “Geopolitical Whiplash — Building Resilient Global Risk Programs in an Unstable World”. Register at RIMS.org/Webinars. [3:20] On with the show! It's National Cybersecurity Awareness Month here in the U.S. and in many places around the world. Cyber continues to be a top risk among organizations of all sizes in the public and private sectors. [3:35] Joining me today to discuss cybersecurity awareness is Gwenn Cujdik. You may remember her from the RIMS AXA XL webinar on September 4th, “Lock Down & Level Up.” [3:52] During that webinar, we had a brief, fascinating discussion about her time as an Assistant District Attorney in Pennsylvania. [4:01] I wanted to learn more about how someone transitions from a colorful career to cybersecurity and eventually becomes the Incident Response and Cyber Services Lead for North America at AXA XL. [4:15]  She's got a lot on her plate. She's got a huge risk radar. We're going to talk all about it and help all the risk managers out there use her insight and perspective to protect their organizations. Let's get to it! [4:28] Interview! Gwenn Cujdik, welcome to RIMScast! [5:09] Gwenn is Incident Response and Cyber Services Lead for North America at AXA XL. When a client has a cyber breach, they call AXA XL and work with Gwenn's teams. [5:42] Gwenn works on training her teams to be able to respond, setting up procedures and processes to make the response seamless and collaborative, and making sure the clients get consistent service, whoever handles the call. [6:16] Gwen's team has 18. Four are in leadership with 14 more team members. Two managers directly supervise the teams to help them with answers to questions about unusual situations. [6:50] Gwenn helps the teams understand massive events and how they might affect AXA XL and their clients, how to interact with brokers, and technical matters. She helps the team understand coverages when it comes to something unique. “It's all hands on deck for us!” [7:55] Gwenn says, Fighting crime is a part of who I am. She is driven by helping others get through some terrible times. She has seen the worst of the worst. Sometimes it takes just one helping hand to get people through tough times. She has seen how impactful that can be. [8:44] Sometimes, in a crisis, how people interact with the victim could be the recipe for them to recover fully from that event. Gwenn has seen people recover, take back their lives, move forward, and be survivors. She has seen corporations and companies do so and become better. [9:39] Justin repeats that Gwenn has seen the worst of the worst: homicides, murders, abuses of women and children, arson, and more. She has seen it all, including things that she wishes she hadn't seen. [10:27] Gwenn compares cyber incident response to her ADA work. A prosecutor has to be able to handle things under pressure. The best prosecutors are looking to do the right thing. Gwenn has met many people who, absent the crime, would have been friends. [11:06] You have to be able to see there's a human on the other side, and there are humans that they hurt. You do right by understanding that there are a lot of players involved, who are humans. [11:26] It helps you understand where somebody might be coming from. It helps you understand why they might be screaming at you. “I'm just the messenger, but let's talk about why you're so upset.” [11:39] Gwenn says one of the cool things about being a prosecutor is that every case you have presents a different set of facts and circumstances. There's a law that's intertwined with it, and that's interesting for Gwenn. [11:54] The first time Gwenn had an arson case, she had to work with the Fire Marshals to understand how they knew the fire started here. How did they know it was a chemical? She started with the Fire Marshals and then went to the crime scene to talk to Forensic Chemists. [12:11] The Forensic Investigators explained the chemistry behind the Molotov Cocktail that was thrown through the window. This was how the fire started, and then it enveloped the room. [12:22] When Gwenn first worked with DNA, she found it to be incredibly complicated. She had to learn it to be able to explain it. Her job was to explain to 12 people why DNA mattered, why it's this guy, and not anybody else, that committed this crime; the numbers are insane. [12:44] It could be one in a hundred quadrillion that it's another person. Those numbers are insane, and it's really hard to understand. [12:56] Gwenn was in the DA's office when cell site analysis came around; being able to triangulate where someone is, using cell towers. The Philadelphia Field Office had one of the pioneers in that science. Gwenn learned from him. [13:13] One of Gwenn's matters was a homicide. They tracked the defendant from the scene of the crime, through public transportation, back to his house, using cell site triangulation. While they were mapping, the actor Joe Piscopo came by, touring the building. Gwenn was an SNL fan. [14:23] Gwenn's prosecutorial experience translates to cyber in that each matter is a little different. There's a bad guy at the other end. Gwenn is not sympathetic to the bad guys because they are anonymous. Nobody sees them or knows them. It's usually a criminal enterprise. [14:59] It's a group of people working together, motivated by money and wreaking havoc on people who are trying to make a living and support their families. The bad guys want to extort millions of dollars and put businesses and livelihoods in danger. [15:42] In Philadelphia, the elite of the elite prosecutors worked in homicide. Some spend 20 or 30 years there. Gwenn was an ADA for 15 years, but couldn't see herself doing it for 20 or 30 years. She wanted to stay positive and be a force for good when she was dealing with bad. [16:34] She wondered where she could go to have a similar impact for good, investigating, and helping people get through an awful time. [16:45] Gwenn had a friend who worked with her in the Family Violence and Sexual Assault Unit. She had left the office to work for a new law firm doing cyber incident response. She called Gwenn and said she would be really good at it. She explained it to Gwenn. [17:50] Gwenn interviewed with the firm and got an offer the day she interviewed. She realized that was what she wanted to do. Some former prosecutors were doing it. There were some amazing people, and she wanted to be a part of that, something new, interesting, and growing. [18:15] Gwenn wanted to be challenged and get to help people. Once she discovered it, she couldn't think of a better transition for people who are in law enforcement than going into cybersecurity. [18:39] RIMS Events! On November 17th and 18th, join us in Seattle, Washington, for the RIMS ERM Conference 2025. The agenda is live. Check out Episode 357 for Justin's dialogue with ERM Conference Keynote Presenter Dan Chuparkoff on AI and the future of risk. [18:59] Visit the Events page of RIMS.org to register. [19:02] RISKWORLD 2026 will be in Philadelphia, Pennsylvania, from May 3rd through May 6th. RIMS members can now lock in the 2025 rate for a full conference pass to RISKWORLD 2026 when you register by October 30th! [19:16] This also lets you enjoy earlier access to the RISKWORLD hotel block. Register by October 30th, and you will also be entered to win a $500 raffle! Do not miss out on this chance to plan and score some of these extra perks! [19:30] The members-only registration link is in this episode's show notes. If you are not yet a member, this is the time to join us! Visit RIMS.org/Membership and build your network with us here at RIMS! [19:42] Let's return to our interview with Gwenn Cujdik! [20:14] Gwenn says cybersecurity takes a village. What she learned in criminal prosecution is that as long as there have been humans, there has been crime. We're fortunate as a society to have laws, law enforcement, governing bodies, and organizations to keep crime down. [20:54] It's not dissimilar to cybersecurity. If Gwenn were talking to a board, she would say, It takes everybody in your community, in your organization, to build resilience, protect yourself from cybercrime, and react to it. [21:12] Gwenn says a big mistake people often make is thinking incident response is a job for just their tech team. The IT team is not trained in all the various fields you need to be an expert in to get through a cyber incident. [21:41] Your IT team will be able to get you up and running, collaborate, and be a good foundation for the incident response, working with outside experts. It takes people who understand the law and who understand communications. [21:54] It takes people who understand the brand, who are the heart of the organization, to be able to respond. Your CISO may say, Here's how I think that we should respond, but your CEO may say, This isn't how I think we would respond to an event like this. Keep in mind who we are. [22:32] Your legal team is there to say, Here's why we can't do that, the risk is too great; It will be worse if you do X, Y, Z; You shouldn't do that because you need to be compliant with the law. [23:11] Gwenn says good leaders lead best when they model. If you expect people to be open-minded and collaborative, you need to be the same. For the most part, organization leadership is very aware that cybersecurity is an important part of who they are and will be. [23:55] Gwenn has met a ton of CEOs who admit they don't know what they don't know and ask for help to understand cybersecurity so they can help their organizations in the best way possible. Some CEOs are thinking ahead and putting teams together that understand their role. [24:20] Gwenn has encountered CEOs who are just messing up the process. One wanted to invite his wife, not an employee, to the conversation because she would like to hear about it.  From a legal and business perspective, it's very risky for the company. [25:04] One Final Break! The Spencer Educational Foundation's goal to help build a talent pipeline of risk management and insurance professionals is achieved, in part, by its collaboration with risk management and insurance educators across the U.S. and Canada. [25:23] Since 1999, Spencer has awarded over $2.9 million to create more than 570 Risk Management Internships. The Internship Grants application process is now open through October 15th, 2025. [25:39] To be eligible, risk managers must be based in the U.S., Canada, or Bermuda. A link to the Internship Grants page is in this episode's show notes. You can always visit SpencerEd.org, as well. [25:53] Let's Conclude Our National Cybersecurity Awareness Month Interview with Gwenn Cujdik! [26:05] It's National Cybersecurity Awareness Month 2025, here in the U.S. It's a big month for everyone in Gwenn's house; they have to pull their own weight a little more because she's traveling a lot, she's out a lot, and there are a lot of conferences and meetings going on! [26:29] Gwenn tries not to shove everything cyber just into October. October is busy, and she loves it. [26:56] On October 29th, at the Sheraton New York Times Square Hotel in Manhattan, Gwenn will be the Conference Co-Chair for the Zywave Cyber Risk Insights New York event. It's a full day with a lot of very knowledgeable individuals from a range of companies. [27:50] It is one of Gwenn's favorite events. It's a day packed with good information. She would love to see more risk managers and CISOs join it. The amount of information you can get in one day is almost unbelievable. The content is pretty diverse. [28:21] It covers claims, the state of the market, the different ways threat actors are attacking, how to prepare better for attacks and for business continuity, and how to organize invoices and costs as you're going through an incident response. [29:01] Gwenn says, Get the small things right so you can deal with the big things. While you tackle the small things, you can talk about whether or not the law requires you to file notifications to seven million people and how to get through that as a company. [29:22] Gwen says it's a great event. Gwenn will be there, giving opening remarks. Justin will be there, after attending a heavy metal concert the night before. The link is in this episode's show notes. [30:52] When Gwenn entered the cybersecurity field, she was surprised at the female presence. One of the managing partners who interviewed her was a female. There are also savvy female hackers out there. [31:35] Gwenn says that in criminal law, people have trouble understanding that women can commit crimes, the same way that men can. Gwenn points out Elizabeth Holmes and the book Bad Blood, about Theranos. [32:23] Gwenn mentions a woman in government who embezzled $22 million from her community to show horses. [32:42] Gwenn says, in terms of cybersecurity being a male-dominated field, we're all learning together; anybody who tries and is committed to it can do it. Because it's new, people come from different backgrounds with diverse experiences. [33:11] Gwenn says, We're seeing value in people coming from different careers and different industries and seeing their skillsets translate to cybersecurity. In this field, you need great diversity with people from all different backgrounds to be able to tackle this. [33:38] It's not one-size-fits-all. There are personalities involved. There are different businesses involved, from small to large, public to government. You have to be able to understand a huge variety of people and businesses. You have to understand a huge amount of technology. [34:00] Gwenn talks about the differences between cybersecurity and other industries. eDiscovery for cyber is not the same as eDiscovery for litigation. You need special people and tooling, and you have to understand what the tooling is, which helps you figure out timing. [34:43] Technology is always developing. Gwenn compares it to cat and mouse. We're constantly chasing the bad guys to figure out what they're doing. Sometimes it's reactive. They'll think of something new, and we've never seen it before. This is how we get through it. [35:04] The tools and a skillset you've used dealing with everything before help you tackle what's coming. Even the way we investigate and respond to things has changed. [35:16] Gwenn says when we came on the scene, we would grab images of all the computers. If there were 50 computers, you would have 50 images, which would mean people going through a massive amount of data, taking a really long time. [35:30] We don't do that now. We have tools and technology that can get through a system programmatically, to pull the evidence we need to do these investigations without having to go into a shop and take copies of laptops or servers to get through that. [35:49] That makes a potential difference of millions of dollars in responding. It's the difference between months and a month to respond. [36:15] Gwenn has not seen a malicious actor with technology or an algorithm that is beyond what she has seen before. She says, We have the technology they have. You'd be surprised how much private industry gives to our community in terms of intelligence and technology. [36:35] Gwenn adds, We work with the government to find out solutions. The industry is armed pretty well. Gwenn has seen some things that have impressed her. One attacker was pulling searches from a legal hold, getting into sensitive information. [37:16] Their searches looked legitimate, like what an attorney would look for, so it didn't set off bells and whistles. Gwenn wonders how they knew to look in a legal hold. Were they lawyered? That was something small but ingenious to Gwenn. [37:46] Seeing a smart attack invigorates Gwenn to use her brain and try to be as smart or smarter. She says that's what is great about this job. It's constantly changing. You're constantly moving. It's not for weak minds. [38:11] To excel, you have to be smart, tenacious, and love learning. You have to love that you may be an expert in this, but you may become obsolete. You've got to keep your game up.  Gwenn says she is just a big nerd for it. [38:33] Attackers are using AI more. Gwenn recalls two incidents recently where two different groups, for two different reasons, were attacking Salesforce. That's the rub of being popular. One group used AI to search quickly for sensitive information to leverage attacks on companies. [39:27] Unfortunately, people are reusing passwords, and the bad guys know that. Gwenn says you'd better not! [39:57] Justin comments that AI being used for a cyber attack should be on companies' risk radars. How can they adjust defense strategies to stay ahead of something like that? [40:08] Gwenn is dealing with that at this moment. If you are a big company with subsidiaries and locations around the country or the world, segregate the networks. If an attack hits your facility in Oklahoma, they won't have access to your facility in Belgium. [40:38] If your locations are networked, it's a domino effect. If one goes down, they all go down. In terms of business resilience, that is the one factor that can tumble everything with the press of a button. [40:55] The tools that bad guys are using are meant to get them through fast. They get in, use AI to conduct reconnaissance, and get terabytes of data out quickly. It's important to take every effort to reduce the severity of an attack in its spread and the amount of data stolen. [41:40] Can they move laterally within a company or elevate privileges by getting to the admin, who has access to everything? It's great to focus on how to prevent it, but the reality is, they're going to find a way. It's not if, it's when. [42:09] While you have to prevent the attack from happening, and be vigilant. If you get an attack, you have to make sure it's small, you respond quickly, and it's not going to hit every facet of your company. Attacks that hit every facet of the company are the most devastating. [42:39] Justin says you've been wonderful. You've given us so much to think about when it comes to National Cybersecurity Awareness Month. You do great work! I look forward to seeing you in more AXA XL RIMS collaborative webinars! [42:55] We'll see you in the city for the Zywave Cyber Risk Insights New York, on  October 29th, delivering the opening address and mingling with attendees. [43:04] Gwenn says, I'll be there all day, attending sessions, supporting my friends on panels, my cyber family, and for folks who want to meet me. I'm always happy to talk cyber! [43:24] Justin says, Lock Down & Level Up: Turn Up Your Cybersecurity Game Against Creative Cyber Criminals. [43:30] You've been such a wonderful guest, and I appreciate all your time and insight today. Thank you, Gwenn! [43:43] Special thanks to Gwenn Cujdik of AXA XL for joining us here to discuss all things cyber. The AXA XL RIMS webinar, “Lock Down & Level Up: Turn Up Your Cybersecurity Game Against Creative Cyber Criminals,” is now available on demand through the RIMS.org/Webinars page. [44:05] A link is also in this episode's show notes. [44:07] Gwenn will deliver the opening address at the Zywave Cyber Risks Insights New York Conference on October 29th in Manhattan. A link is in this episode's show notes. [44:19] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [44:47] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [45:05] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [45:23] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [45:39] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [45:54] Justin Smulison is the Business Content Manager at RIMS. Please remember to subscribe to RIMScast on your favorite podcasting app. You can email us at Content@RIMS.org. [46:06] Practice good risk management, stay safe, and thank you again for your continuous support!   Links: RIMS ERM Conference 2025 — Nov. 17‒18 Spencer Internship Program — Registration Open Through Oct. 15. RISKWORLD 2026 — Members-only early registration through Oct 30! RIMS-Certified Risk Management Professional (RIMS-CRMP) The Strategic and Enterprise Risk Center RIMS Diversity Equity Inclusion Council RISK PAC | RIMS Advocacy | RIMS Legislative Summit SAVE THE DATE — March 18‒19, 2026 RIMS Risk Management magazine | Contribute RIMS Now Zywave's 2025 Cyber Risk Insights Conference — Oct. 29, 2025 | New York City StaySafeOnline.org “RIMS Issues Statement on the Passing of Legendary Risk Leader and Former RIMS President Susan Meltzer” Upcoming RIMS Webinars: RIMS.org/Webinars Natural Hazards: A Data-Driven Guide to Improving Resilience and Risk Financing Outcomes | Oct. 9 | Sponsored by Global Risk Consultants Jury Dynamics: How Juries Shape Today's Legal Landscape | Oct. 16, 2025 | Sponsored by Zurich Parametric Insurance: Providing Financial Certainty in Uncertain Times | Oct. 30, 2025 | Sponsored by Swiss Re Geopolitical Whiplash — Building Resilient Global Risk Programs in an Unstable World | Nov. 6 | Sponsored by Hub “Lock Down & Level Up: Turn Up Your Cybersecurity Game Against Creative Cyber Criminals”   Upcoming RIMS-CRMP Prep Virtual Workshops: RIMS-CRMP Virtual Exam Prep — Oct. 29‒30, 2025 RIMS-CRMP-FED Exam Prep Virtual Workshop — November 11‒12 Full RIMS-CRMP Prep Course Schedule “Risk Appetite Management” | Oct 22‒23 | Instructor: Ken Baker “Intro to ERM for Senior Leaders” | Nov. 4‒5 | Instructor: Elise Farnham “Fundamentals of Insurance” | Nov. 11‒12 | Instructor: Chris Hansen “Leveraging Data and Analytics for Continuous Risk Management (Part I)” | Dec 4. See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes about Cyber: “AI Risks and Compliance with Chris Maguire” “Data Privacy and Protection with CISA Chief Privacy Officer James Burd” “Cyberrisk Trends in 2025 with Tod Eberle of Shadowserver”   Sponsored RIMScast Episodes: “The New Reality of Risk Engineering: From Code Compliance to Resilience” | Sponsored by AXA XL (New!) “Change Management: AI's Role in Loss Control and Property Insurance” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Demystifying Multinational Fronting Insurance Programs” | Sponsored by Zurich “Understanding Third-Party Litigation Funding” | Sponsored by Zurich “What Risk Managers Can Learn From School Shootings” | Sponsored by Merrill Herzog “Simplifying the Challenges of OSHA Recordkeeping” | Sponsored by Medcor “Risk Management in a Changing World: A Deep Dive into AXA's 2024 Future Risks Report” | Sponsored by AXA XL “How Insurance Builds Resilience Against An Active Assailant Attack” | Sponsored by Merrill Herzog “Third-Party and Cyber Risk Management Tips” | Sponsored by Alliant “RMIS Innovation with Archer” | Sponsored by Archer “Navigating Commercial Property Risks with Captives” | Sponsored by Zurich “Breaking Down Silos: AXA XL's New Approach to Casualty Insurance” | Sponsored by AXA XL “Weathering Today's Property Claims Management Challenges” | Sponsored by AXA XL “Storm Prep 2024: The Growing Impact of Convective Storms and Hail” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Partnering Against Cyberrisk” | Sponsored by AXA XL “Harnessing the Power of Data and Analytics for Effective Risk Management” | Sponsored by Marsh “Accident Prevention — The Winning Formula For Construction and Insurance” | Sponsored by Otoos “Platinum Protection: Underwriting and Risk Engineering's Role in Protecting Commercial Properties” | Sponsored by AXA XL “Elevating RMIS — The Archer Way” | Sponsored by Archer   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Gwenn Cujdik, Incident Response and Cyber Services Lead for North America at AXA XL Production and engineering provided by Podfly.  

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.

Think your digital trail is just background noise? Think again. In this episode, discover how data – from social media to id badge swipes – can alter the trajectory of a workplace lawsuit. Hosts Claire Deason and Nicole LeFave team up with eDiscovery attorney Don Myers to unpack the tech, tactics and real-world stories behind modern litigation. From off-the-clock collective claims to individual plaintiff suits, you'll get an inside look at how timestamps and digital footprints are changing the game. https://www.littler.com/news-analysis/podcast/littler-lounge-data-doesnt-lie-following-digital-footprints-workplace

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.

In today's world of instant gratification, ever-evolving technology, and 24/7 internet accessibility, how do we allow ourselves to "power down" and practice self-care including a mental reset while still advancing and growing in our career.   Moderator: @Shannon Stevens - Legal Tech Enthusiast & Experienced Litigation Paralegal   Speakers: @Helen Stocklin-Enright - Legal Project Manager, Perkins Coie @Melanie Prevost - Senior Director of Infrastructure and Technical Support Services, Vinson & Elkins, L.L.P. @Adam Wehler - Director of eDiscovery and Litigation Technology, Smith Anderson Recorded 8-27-2025

Think legal and compliance are boring? Domain 6 of CCSP proves they're critical for cloud security success. This session breaks down the complexities of cloud legal frameworks, risk management, and regulatory compliance in an easy-to-grasp way.

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.  

What if one judge kills GenAI in court? Former U.S. Magistrate Judge Andrew Peck says it could set legal innovation back a decade. In this episode, David Cowen and co-host Nicole Giantonio go inside the mind of the “Godfather of eDiscovery” to unpack the real risks, courtroom landmines, and what every lawyer needs to know before using AI in a case. This isn't theory. It's already happening. What You'll Learn: Why one bad GenAI ruling could halt progress for 10 years How “hallucinated” case law is already damaging court credibility The question no one can agree on: Are AI prompts discoverable? What smart firms are doing right now to stay defensible Why your judge's tech IQ might matter more than your case facts The #1 safeguard Judge Peck says you must have in place today What DLA Piper is doing that most law firms still haven't figured out

On this episode, host Paul W. Grimm speaks with Professor Maura R. Grossman about the fundamentals of artificial intelligence and its growing influence on the legal system. They explore what AI is (and isn't), how machine learning and natural language processing work, and the differences between traditional automation and modern generative AI. In layman's terms, they discuss other key concepts, such as supervised and unsupervised learning, reinforcement training, and deepfakes, and other advances that have accelerated AI's development. Finally, they address a few potential risks of generative AI, including hallucinations, bias, and misuse in court, which sets the stage for a deeper conversation about legal implications on the next episode, "To Trust or Not to Trust: AI in Legal Practice." ABOUT THE HOSTJudge Paul W. Grimm (ret.) is the David F. Levi Professor of the Practice of Law and Director of the Bolch Judicial Institute at Duke Law School. From December 2012 until his retirement in December 2022, he served as a district judge of the United States District Court for the District of Maryland, with chambers in Greenbelt, Maryland. Click here to read his full bio.

This week on the pod, we sit down with e-discovery veteran John Thacher to get real about GenAI. We talk about what's working, what's failing, and what everyone needs to understand before jumping on the hype train. With over two decades in the trenches, John has seen it all, and he's not shy about separating substance from noise.We get into why so many GenAI roles are being created and eliminated in the same year, and how legal tech leaders can avoid that cycle. John walks us through what implementing GenAI actually looks like on the ground, including the practical challenges and real-world results from some of his most recent review projects. He also shares where GenAI still falls short, especially in legal workflows that demand nuance and precision.If you're thinking about pivoting into this space, John has advice on what skills matter most, what's becoming obsolete, and why this is both an exciting and risky time to make a move. He also gets candid about his next chapter and why now's the time to hire him. (Seriously, someone hire this guy!) Whether you're GenAI-curious or already knee-deep in implementation, this episode is a must-listen for anyone trying to figure out what it really takes to make GenAI work in legal and eDiscovery.John Thacher has over 24 years of experience in e-Discovery, where he's known for building high-performing teams and driving business growth through innovation. He currently leads BDO's review program, which he helped launch and scale 5x in just three years. John has been instrumental in transitioning clients to Machine Learning as the default review method and recently completed a successful Gen AI-based workflow review for several global manufacturers in electronics, aviation, and automotive sectors. He's a vocal advocate for using Gen AI to streamline reviews and reduce costs.Before BDO, John spent eight years at Ricoh managing major review projects, including the MDL Opiates Committee review, which involved 565 attorneys across eight locations. Earlier in his career, he helped launch Orrick's Global Operations Center while at De Novo Legal, expanding it from a small pilot team into a 200+ attorney review center. At Peak Discovery, he created fixed-price review products that led to a 12x business growth and eventual acquisition by Techlaw Solutions.John earned a joint JD/MBA from Albany Law School and Rensselaer Polytechnic Institute, graduating in the top 10% of both programs. He also spent five years as an Assistant Professor of Management, teaching business law, strategy, and HR. With deep expertise across the entire e-discovery lifecycle—from document collection to privilege logs—John continues to develop long-term, AI-powered solutions for clients seeking smarter, more efficient review strategies.

A candid conversation uncovering the core skills, challenges, and evolving role of eDiscovery project managers driving successful legal tech projects today.   Moderator: James MacGregor, Founder & Managing Director, Ethical eDiscovery   Speaker: Dina K. Hetherington, Founder, DKH Legal Tech Consulting     

An insightful exploration of how document review has transformed from manual efforts to advanced AI-driven workflows reshaping eDiscovery.   Moderator: James MacGregor, Founder & Managing Director, Ethical eDiscovery   Speaker: Dina K. Hetherington, Founder, DKH Legal Tech Consulting 

Artificial intelligence (AI) has transformed eDiscovery, from early structured analytics and keyword filtering to the sophisticated use of large language models. As legal teams face growing data volumes and tighter deadlines, AI offers powerful tools for early case assessment, multilingual document review and even bespoke investigative workflows. Professionals in eDiscovery, whose work is routinely submitted to regulators and courts, must be careful when using AI in their practice. Join host Sushmit Bhattacharya in conversation with experts Maggie Burtoft and Stuart Hall as they explore the evolution of AI in eDiscovery. They discuss the shift from traditional technology-assisted review (TAR) to generative AI, the benefits of custom-built solutions and how to address client concerns around cost, accuracy and hallucinations. Find out more.

In the thirtieth episode of EDRM Trusted Partner, HaystackID's monthly podcast series, Young Yu, VP of Advanced Analytics and Strategic Solutions, for our wonderful Trusted Partner, HaystackID sits down with Kaylee & Mary to first talk about his journey to forensics, eDiscovery, and HaystackID. We then explored his perspective as a data scientist and early adopter of GenAI, where the technology excels and the vetting he and his team did to overcome their initial skepticism, with emphasis on its difference from search terms and its applicability to privilege. As always, we ended with Young's fun fact, which many of us share.

In this episode of Paralegals on Fire, Ann Pearson answers a question submitted by one of her longtime email subscribers—a seasoned litigation paralegal with nearly four decades of experience who's ready for a change but not quite ready to retire. Drawing from her own background and insights from the industry, Ann offers practical advice on career paths that allow experienced paralegals to leverage their skills while achieving better work-life balance. Ann highlights several alternative career options outside of Big Law, including in-house corporate legal departments, litigation vendor roles such as project manager or litigation consultant, and regulatory or compliance positions across industries like healthcare, environmental law, and risk management. She also discusses potential opportunities in teaching and training for those considering a more flexible or part-time path. Whether you're a paralegal with decades of experience or simply exploring new professional avenues, this episode provides actionable guidance on how to parlay your legal expertise into new roles that fit your evolving career goals.   Key Takeaways: In-House Transition: Paralegals with a background in litigation and big law experience may find fulfilling roles within corporate legal departments, offering more balanced, less intense work environments. Vendor Opportunities: The role of a project manager or litigation consultant at ediscovery or trial vendors can be an ideal fit for experienced paralegals looking for new challenges without direct sales pressures. Compliance and Regulatory Roles: Transitioning into sectors such as healthcare compliance or environmental regulation can be a lucrative and fulfilling path using transferable skills from the legal field. Documenting Wins: Highlighting and documenting key career accomplishments can facilitate the shift to new roles by allowing potential employers to see the breadth of transferable skills. Teaching and Mentoring: Leveraging years of experience to educate upcoming professionals by teaching or creating courses can be both rewarding and impactful. Get more free paralegal resources:  https://paralegal-bootcamp.com/paralegal-resources 

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  

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."

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.

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