LeanDiscovery Blog

The LeanDiscovery® Blog is based on the principle that eDiscovery can be improved by lowering costs and delivering more value to enable better client outcomes.

Sitting with the C-Suite: Mandi Ross of Prism Litigation Technology and Insight Optix

On October 28, I sat down via WebEx with Mandi Ross, the CEO of both Prism Litigation Technology and Insight Optix. Mandi and I covered a broad range of topics relevant to modern litigation, specifically proportionality, remote work during the pandemic, and staying up to date on technology. 

Mandi has about 35 years of experience in the eDiscovery space. She started as a paralegal, and has worked as an expert and consultant. She previously served as the Vice President of Ciara Inc. and Jurist Systems Group. read more…

Sitting with the C-Suite: Mark Hawn of Trustpoint.One

On October 19, I sat down with Mark Hawn, the CEO of Trustpoint.One, via Webex. Mark and I covered how one size does not always fit all in eDiscovery, embracing remote technology and opportunities in the market. 

Mark is an experienced entrepreneur, having founded and served as the CEO for Legal Copies International for eight years before it was acquired by Ikon. He also founded DocForce/Onsite Sourcing in 2002, which was later acquired by a private equity firm. Mark has served as the CEO of Trustpoint.One since 2010. read more…

Sitting with the C-Suite: Alma Asay of Litera Microsystems

On September 30, I sat down with Alma Asay, an Evangelist at Litera Microsystems, via Webex. Alma and I covered her advice for legal technology entrepreneurs, the future of legal technology, and key questions to ask law firms about technology. 

Alma  began her career as an associate with Gibson, Dunn & Crutcher, LLP in the litigation department.  She founded Allegory, a cloud-based litigation management platform, in 2012, serving as the CEO from its inception until 2017, when Allegory was acquired by Integreon.  She is now an Evangelist for Litera, having joined the company earlier this year.  Litera recently acquired Allegory from Integreon, and has rebranded the platform as Litera Litigate. read more…

Sitting with the C-Suite: Andy Macdonald of Consilio

On September 17, I sat down with Andy Macdonald, the CEO of Consilio, via Webex. Andy and I discussed the need (and challenges) of accessing capital for the legal services industry, Consilio’s growth model and service mindset, and managing a corporate litigation spend in a time of uncertainty.

Andy has a long history of executive leadership, having grown his previous company, First Advantage, through a series of 60 acquisitions in five years. First Advantage Litigation Consulting was rebranded to Consilio in February 2013. Since then, Andy has grown Consilio into one of the largest providers of managed services in the world, overseeing a series of significant acquisitions. read more…

Sitting with the C-Suite: Ian Campbell of iCONECT

On September 10, I sat down with Ian Campbell, the President and CEO of iCONECT, via Webex. Ian and I covered a variety of issues surrounding iCONECT’s proprietary Xera review application, including its applicability to non-eDiscovery business problems, key issues with Information Governance (IG), and how to overcome transition concerns when considering a change of eDiscovery technology.

Ian has a design background and, prior to founding iCONECT, he worked in advertising and founded his own agency. In 2012 iCONECT launched its flagship review product, Xera, which Ian reported was designed from the ground up for the end users of the product.  He took over as CEO in 2014 and has focused on innovation and growth in other sectors outside of legal. read more…

Sitting with the C-Suite: Hal Blackman of IST Management Services

On September 4, I sat down with Hal Blackman, the founder and CEO of IST Management Services, via WebEx.  IST calls itself the “Company with Passion,” and Hal and I covered lessons learned in technology adoption, electronic records retention, and considerations for outsourcing eDiscovery.

Hal has a business background and was hired by Marriott in 1981, where he learned the importance of employee empowerment.  Hal founded IST in 1997, and states that the company is “obsessed in everything we do, from technology and process management, to people programs, and we will stop at nothing to make sure that we exceed the expectations of our clients.” read more…

Sitting with the C-Suite: Dean Gonsowski of ActiveNav

On August 27, I sat down with Dean Gonsowki, the Chief Revenue Officer of ActiveNav, via WebEx. In part one of my two-part interview with Dean, we covered his extensive background in the eDiscovery industry, how the industry grew and developed, and how the eDiscovery in 2020 compares with its roots. This is a great time to stop and reflect on where eDiscovery has been, and use that context to help consider where it is likely going. 

Dean is a lawyer who has an almost 20-year history in the eDiscovery space, starting with the founding of S3 Partners in 2001. Dean’s experience spans from time at Fios, to Clearwell/Veritas, to Recommind/Opentext, to Relativity/kCura. Since 2018, Dean has been the Chief Revenue Officer of ActiveNav. read more…

Sitting with the C-Suite: Bob Rowe of Integreon

On August 21, I sat down with Bob Rowe, the CEO of Integreon, via WebEx.  We started with his background in document review in antitrust litigation in the 1990s, which fueled his desire to drive efficiencies.  We ended with today’s legal marketplace, and how COVID-19 has accelerated change that was already happening.  Bob is a must-listen for his perspective on how managed service vendors integrate with outside and inside legal counsel to bring greater value and reduce waste.

Bob is a lawyer by training and started his career in Big Law after a clerking for a federal court.  After his ten years of experience in private practice, he founded Nextra Litigation Solutions, which focused on handling document review projects and using metrics to drive better results.  Nextra was sold to Huron Consulting Group in 2006, where Bob spent a decade in leadership before becoming the CEO of Integreon in March 2017. read more…

Sitting with the C-Suite – Merger Edition: Hal Brooks and Andrea Wallack of HaystackID

On August 12, I sat down with Hal Brooks, CEO of HaystackID, and Andrea Wallack, now President of HaystackID, via WebEx. Hal, Andrea and I covered HaystackID’s and NightOwl’s merger, which was announced on August 4, 2020. Hal will be returning to the show later in the year, to cover the combined entity in more detail; Andrea was the CEO of NightOwl prior to the merger. For this special preview, we discussed a variety of topics around the integration of the two companies, the expected benefits of the deal, planned service enhancements, the actual deal process, and much more.

Enjoy this special merger edition of the Sitting with the C-Suite series. read more…

Sitting with the C-Suite: Joan Davison of Hire Counsel and Mestel & Company

On August 7, I sat down via WebEx with Joan Davison, the CEO of Hire Counsel and Mestel & Company. Joan and I covered the business of document review and staffing, including how she views the role of CEO, how to use human capital strategies in the legal setting, and how to measure the effectiveness of the staffing solutions being implemented.

Joan has more than twenty years of expertise in operations management as well as business development, marketing, recruiting, and staffing. For fifteen years, Joan was in a leadership position at Staff Management, which did business as Seton Corp., ultimately being named the President as well as the Chief Operating Officer of Staff Management. read more…