Project Leaders

From EDRM

Records Management

• Leader: Charlene Allyson Brownlee, Senior Counsel, Fulbright & Jaworski L.L.P. [May 2005 - present]
• Assistant: Curt Canfield, Director, Huron Consulting Group [June 2005 - present]

Identification

• Assistant: Mary Pat Poteet, Litigation Support Manager, DLA Piper Rudnick Gray Cary [May 2005 - present]

Preservation

• Leader: Carolyn B. Southerland, Special Counsel, Baker Botts LLP [June 2005 - present]
• Assistant: Jake Frazier, Senior Manager of Legal Research and Education, Renew Data Corp. [May 2005 - present]

Collection

• Leader: Anthony J. Merlino, Director Data Acquistion and Forensics, Merrill Corporation [Sept. 2005 - present]; DolphinSearch [May 2005 - Sept. 2005]
• Assistant: Brad Perry, Chief Information Officer, CaseData Corporation [May 2005 - present]

Processing

• Leader: Joel Wuesthoff, Senior Consultant, Ibis Consulting, Inc. [Jan. 2006 - present]
• Former leader: Kimberly Dusseault, Ibis Consulting, Inc. [May 2005 - Dec. 2005]
• Assistant: Toby Walton, Director of Document Management Services, RSI [May 2005 - present]

Review

• Leader: Kate O'Brien, Consultant, Digital Mandate [July 2005 - present]
• Assistant: Jeff D. Isenberg, National Director of Litigation Technology, Milbank, Tweed, Hadley & McCloy LLP [May 2005 - present]

Analysis

• Leader: Mary Pat Poteet, Litigation Support Manager, DLA Piper Rudnick Gray Cary [May 2005 - present]
• Assistant: Elizabeth Kidd, Litigation Preparedness Consultant, LexisNexis Applied Discovery [Jan. 2006 - present]
• Former assistants:
  • Courtney Ingraffia Barton, LexisNexis Applied Discovery [Sept. 2005 - Jan. 2006]
  • Sean Flynn, LexisNexis Applied Discovery [May 2005 - Sept. 2005]

Production

• Leader: Brad Perry, Chief Information Officer, CaseData Corporation [May 2005 - present]
• Assistant: Jerry Thompson, Bentonville Operations Manager, Altep [Sept. 2005 - present]

Presentation

• Leader: Tom O'Connor, Director, Legal Electronic Documents Institute (www.legal-edocs.org), ABA Law Practice Management Section

Editorial/Glossary

• Leader: Robert T. Smith, Executive Vice President & General Counsel, CaseData Corporation: Editor in chief; lead editor, Collection [May 2005 - present]
• Assistant: Kevin Esposito, Director of Electronic Discovery, Pfizer Inc. [May 2005 - present]

Public Relations

• Leader: Elizabeth Kidd, Litigation Preparedness Consultant, LexisNexis Applied Discovery [Jan. 2006 - present]
• Former leaders:
  • Courtney Ingraffia Barton, LexisNexis Applied Discovery [Sept. 2005 - Jan. 2006]
  • Sean Flynn, LexisNexis Applied Discovery [May 2005 - Sept. 2005]
• Assistant: Michael Kinnaman, VP Marketing, Attenex Corporation [May 2005 - present]