Information Governance

#0144: (CT) Introduction of Legal Data Intelligence

In this Voices episode, the speakers explored LDI—a new organization and framework designed to showcase how data skills and approaches transcend traditional boundaries. They also discussed how leveraging data strategies can unlock value across diverse use cases, driving innovation and adaptability in the legal tech landscape
Moderator:Monique Sever, Litigation Support & eDiscovery Supervisor, Harper Grey LLP
Speakers:Kelly Friedman, Partner, Heuristica Discovery Paul Park, Director, Data Breach, Cyber and Data eDiscovery Solutions, BDO

#0134: (JIT ) ILTA Just-In-Time: What You Need to Know About New Regulations Governing AI in HR

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

#0116: (CT) The Art of Doing Retention – Where Do I Start?

Most law firms have a retention policy on paper—but how are those policies playing out in practice? In this session, the speakers dive into the real-world application of client record retention: from managing physical and electronic files, to the complexities of client communication.
Are firms only focused on boxes in storage, or are they embracing a full-spectrum approach? How are they also navigating the sensitive task of reaching out to clients when records are set to be destroyed? Tune in for a practical conversation on turning retention policies into meaningful action and more.Moderator:@Madeleine La Cour - Director, Risk and Compliance Operations, Baker Botts L.L.P.  Speakers:@Christiana Naeser - Sr Manager Information Governance, DLA Piper LLP (US)@Doug Smith - Assistant Director of Records, CrowellRecorded on 07-23-25.

#0086: (CCT) Law Firms and AI – A Practical Guide

In session 1 of the series, the speaker discussed what policies, frameworks, and oversight structures are essential for a strong AI foundation as well as common stumbling blocks and how to avoid them.
Moderator:@Elizabeth Suehr - Director of Legal Risk Systems & Strategy, Jenner & Block LLP
Speaker:@Morgan Llewellyn - Director, AI Practice Hike2 
Recorded on 05-14-2025.

#0078: (CCT) Missing Pieces: Using Legal Data Intelligence to Eliminate Gaps in Law & Technology

In this podcast panel discussion, the speakers provided an introductory discussion on LDI and its impact on how data is reviewed, analyzed and used to identify relationship trends.
 
Moderator:
@Ravan Roddy - eDiscovery Manager, Zoetis
 
Panelists:
@Chris Acosta - Director, eDiscovery Resources, Morrison Foerster
@Carl Morrison -  Senior Manager, Legal Operations, Otsuka Pharmaceutical Companies (U.S.)Recorded 3-14-2025

#0075: (JIT) What Does This All Mean? Uncovering KPMG's Approval

KPMG has just become the first Big Four accounting company to own a law firm in the United States after Arizona approved its participation in the state’s alternative business structure program. In this podcast interview, the speaker will highlight key background information on this case, discuss if this will open-the-door to becoming the new norm, pros/cons of the ruling and discuss what are the overall key changes in the legal industry of this ruling.
Moderator:  Ted Theodoropoulos, Chief Executive Officer, Infodash   Speaker:Debbie Foster, CEO, Affinity Consulting
Recorded 3-7-2025

#0060: (CCT) When to Bring in Change Management, Training, and Innovation Teams

Join moderators Missy McDonough and TaShika Lewis as they explore the perfect timing for change management, training, and innovation teams in legal tech initiatives. Change management expert Julia Montgomery shares practical insights on early engagement, driving lawyer adoption, and navigating the evolving tech landscape, including AI. Learn proven strategies to score projects, build buy-in, and deliver successful technology transformations in law firms.
  
Moderators:
@TaShika Lewis - Manager of User Education, Kelley Drye & Warren LLP
@Missy McDonough - Senior Applications Manager, Bricker Graydon
 
Speaker:
@Julia Montgomery - Director of Practice Enablement, King & Spalding LLP
 
Recorded 12-19-2024

#0041: (CCT) Data Dilemmas: From Hygiene to Ownership to the Rise of AI

Ever wondered where your data lives, who’s in charge of it, and how it should be managed? Join us as we dive into the wild world of Information Governance with a sprinkle of fun and a dash of expertise!  In this episode, we unraveled the mysteries of data hygiene—because clean data is happy data! We chatted about privacy functions and how they dance with legal and security realms. Plus, we tackled the big question: Who really owns your data? Is it Operations, IT, or someone else entirely? 
But wait, there's more! We explored the exciting frontier of AI tools and how they could impact governance. And let’s not forget the business case for tidying up that unstructured data clutter—because who doesn’t love a good data makeover? Finally, we’ll help you strike the perfect balance between keeping data accessible and maintaining order. Tune in for a lively discussion that’ll leave you smarter and more entertained than ever before. Don’t miss out—your data deserves this!
Moderator:@Jack Recinto - Manager of Application Development, Vedder Price  
Speaker:@Rebecca Sattin - Senior Director, Partner Success, NetDocuments 
Recorded on 09-18-2024.

#0025: (CCT) Are You Ready for Your Cyber Insurance Renewal? 2024 Updates

The cyber insurance market is ever-changing and firms continue to have a difficult time understanding what their underwriters want and how to communicate their current cyber programs and needs internally to financial stakeholders (among others). Join David and David as we talk about the top 5 issues cyber insurers are worried about with Law Firms this year from privileged account management to privacy and DLP, to the ever-present and evolving ransomware threats. Further, they will discuss what resources are available when working on your cyber insurance renewal. Often times, the economic buyer of cyber insurance isn’t in lock step on what the CISO and Security Team is doing and that can result in strengths and wins not being articulated to your insurer which can result in inferior coverage. 
Moderator: @David Forrestall - CEO, SecurIT360
 
Speaker: 
@David Anderson - Vice President, Cyber Liability, Woodruff Sawyer
 
Recorded 6-20-2024

#0007: (CCT) Data Debt

We all know about technical debt, but data debt is its more nefarious and more challenging sibling.    How do you break down the data silos in you firm to create a holistic view of your information? Moderator:@Bill Bice - CEO, nQ Zebraworks Speaker: @Keli Whitnell - Director of Firm Intelligence, Troutman Pepper 
Recorded on 3-11-2024.

Risks in the Use of ChatGPT

In this podcast interview, the speaker will highlight in-depth what are the risks in the use of ChatGPT for corporations.  
Questions the moderator will ask the speaker:
-We are hearing a lot about Generative AI and AI assistants like ChatGPT. Is this another hype as Blockchain and Metaverse?-If it is something that will stay. What is the probable impact on the legal world?-A lot of people and companies are concerned about data privacy. What is true and what is false in this theme?-How do we use that? I see that some lawyers in the US had issues using that in the wrong way.-How do we get updated about this technology?
Moderator:@Marcelo Cardoso - Legal Ops Supervisor, Mercado Livre
Speaker:@Leonardo Toco - Founder and CEO at GPTLAW - a LegalTech focused on GenAI 
Recorded on 10-12-2023