Six Steps for Moving E-Discovery In House

June 27, 2018 EDT, 2:00 pm - 3:00 pm

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Have you fully embraced in-house e-discovery yet? If not, then this webinar is a must-attend.

Contrary to some beliefs, bringing e-discovery in-house need not be complicated, technical, or costly. In fact, adopting secure, easy-to-use software to preserve, collect, review, and produce data may be one of the smartest decisions you’ll make. Today’s cloud-based software solutions make e-discovery faster, safer, and more affordable, enabling better workflows and more defensible litigation outcomes.

But how do you get there? One step at a time! In this webinar, legal professionals share tips for making a smooth transition, thoughts on the benefits of making the switch, and best practices you can apply immediately. Whether you outsource or use manual processes, you’ll hear useful guidance for taking control of e-discovery in-house and building return on your investment.

Tune in to for these practical takeaways:

  • Six steps to a smooth and successful in-house software migration
  • New ideas to better manage ediscovery processes, from envisioning the end goal to hiring and training your team
  • Benefits of in-house solutions, such as streamlined workflows that improve outcomes, save time, and reduce cost and risk

Ready to say goodbye to outdated legacy software, messy spreadsheets, and expensive outsourcing? Then register for this webinar today to secure a better e-discovery future.

Register now on EDRM’s website or on the EDRM BrightTalk Channel.

This webinar is generously sponsored by Zapproved LLC.

Meet our presenters:

Brad Harris
Vice President of Corporate Strategy, Zapproved LLC

Brad has more than 30 years of experience in the high-tech and enterprise software sectors, including assisting Fortune 1000 companies in enhancing their ediscovery preparedness through technology and process improvement. Brad is a frequent author and speaker on data preservation and ediscovery issues, including articles in National Law Journal, Corporate Counsel, Metropolitan Corporate Counsel and Information Management and presentations at leading industry events such as LegalTech New York. Prior to joining Zapproved, he led the development of electronic discovery readiness consulting efforts for Fios, Inc. from 2004 to 2009. He has held senior management positions at prominent public and privately held companies, including Hewlett-Packard, Tektronix and Merant.

Joanna Mason, AACP
Manager, Legal Operations – Paraprofessionals & Records Management, Andeavor

Joanna Mason is a Legal Operations Manager for Paraprofessionals and Records Management at Andeavor (formerly Tesoro Corporation), an independent refiner and marketer of petroleum products. In her first year she significantly improved the company’s legal hold and ediscovery processes, earning both yellow and green belts for utilizing Lean Six Sigma methodologies in legal hold process development. She and her team were also recognized with a 2018 ACC Value Champions Award for their leading management practices. Prior to Andeavor, Joanna retired from the U.S. Army after 20 years of honorable service with the Judge Advocate General’s (JAG) Corps. Joanna holds a Master of Science in Leadership degree from Capella University and a Master of Business Administration degree from Saint Leo University.

Marcy Hernandez
The Capital Group, Senior Compliance Specialist

Marcy is responsible for e-discovery management for Capital Group, the home of the American Funds family of mutual funds. Since joining Capital Group in 2001, Marcy has been the Senior Compliance Specialist specializing in employment litigation, regulatory inquiries and securities litigation for the company’s legal teams in the U.S. and Europe. Marcy also works closely with Capital Group’s IT and Data Security teams regarding compliance, data preservation, and management. Prior to Capital Group, Marcy worked at Morrison & Foerster in Los Angeles, as well as other top law firms in San Francisco and Dallas. Marcy has a Bachelor of Arts in Political Science from Texas Christian University.


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