Information Governance

• Information governance assessments
• Records management, including retention policies and schedules
• eDiscovery Playbooks
• Technology and vendor evaluations, selection, and management, including legal hold management software and services 
• Policy development involving information management, employee conduct, and technology usage, including mobile devices, collaboration platforms, BYOD programs, and cloud applications
• Data minimization and defensible disposition
• Defensibly right-sizing preservation efforts during pending litigation and/or investigation 
• AI-supported technology advice, including the use of Copilot for M365
• System lifecycle processes, including data system migration and retirement 
• New technology onboarding/offboarding process/policy
• Legacy data remediation projects
• Investigation of preservation and potential spoliation issues
• Legal hold plans and program assessment
• Discovery readiness assessments
• Employee training 

We are recognized leaders in the field and approach information governance matters with an eye toward increasing the value of an organization’s data, reducing costs and risks, and ensuring the company remains compliant with laws and regulations.  Our team includes attorneys and advisors, many of whom come from Am Law 100 law firms or have software development, business, professional services, and information security backgrounds, who leverage diverse perspectives to help uncover, explore, recommend, and provide holistic solutions for clients that go beyond legal risks to address business needs and goals. 

Ways we bring value include:

• We are trusted advisors.  We get to know our clients and tailor our advice to their organization’s unique circumstances and the nuances of their environment rather than providing a “cookie cutter” approach.   We take the time to listen, understand, and seek to become an extension of their team.
• We are litigators.  When we develop and document legally defensible solutions for our clients, we draw upon the experience of how information governance solutions play into litigation, investigations, and internal audits.  We leverage our knowledge as litigators and technologists to create reasonable and practical solutions for our work in the information governance space.  We fully document our findings, recommendations, and processes and prepare legal opinions to support defensibility and, if the need arises, can defend our approaches in court.
• We are technology geeks.  We are all passionate about technology and intuitively “speak” legal and IT, which enables us to effectively translate issues, strategies, and solutions to stakeholders across departments.  We seek to clarify the complicated and outline a clear path forward.
• We take a holistic approach.  We have a multidisciplinary team of lawyers and advisors who bring together a broad range of skills and knowledge that help ensure we provide up-to-date, discerning, and actionable advice. 
• We ask “the right” questions.  We are adept at asking informed, insightful, and intelligent questions to focus on the critical issues introduced by adopting emerging and cutting-edge technologies.  We see things others miss and offer solutions others may overlook.
• We have seen it all.  Since 2010, we have represented large and small organizations with diverse information governance profiles and challenges.  The work and experience of our professionals, however, has spanned over three decades of technology, legal, and regulatory change.  Our team has been involved in shaping the fields of eDiscovery, RIM, and information governance.  With this extensive background, we have the knowledge to develop guidance and best practices that align with key principles around how information is managed and governed.   
• We are team players.  We work seamlessly and collaboratively with others to serve our clients.  We often partner with global consulting firms, specialty consulting firms, technology providers, and outside counsel firms to deliver solutions for our clients.