Proven Results Across
Complex Matters

Energy & Utilities eDiscovery

Comprehensive eDiscovery Program Review

Conducted a full assessment of a large utility company's eDiscovery program, identifying cost reduction opportunities and implementing defensible protocols across 12 active matters.

Retail Information Governance

Annual Defensible Disposition Program

Designed and executed an annual defensible disposition program for a global retailer operating in 100+ countries, reducing data storage costs by 40% while maintaining regulatory compliance.

Manufacturing Information Governance

Email Archive Migration to Microsoft 365

Managed the migration of a chemical manufacturer's legacy email archive to Microsoft 365, including legal hold preservation, defensible deletion, and post-migration governance.

Retail eDiscovery

Enterprise eDiscovery Program Assessment

Evaluated and redesigned the eDiscovery program for a nationwide retailer facing multiple concurrent litigations, resulting in reduced outside counsel costs and improved matter outcomes.

Financial Services AI Governance

AI Tool Risk Assessment

Assessed a major financial institution's suite of AI tools against regulatory requirements and internal risk tolerance, producing a risk register and remediation roadmap.

Healthcare Data Privacy

HIPAA & State Privacy Law Compliance Review

Conducted a comprehensive review of a multi-state healthcare provider's data practices for HIPAA and applicable state law compliance, followed by a gap remediation program.

Technology Second Requests

HSR Second Request Response Management

Managed a complex HSR Second Request response for a technology company acquisition, completing production within regulatory deadlines across 15 custodians and 3 TB of data.

Insurance Cybersecurity

Post-Breach Incident Response & Legal Strategy

Provided post-breach legal counsel to a regional insurance company, managing notification obligations across 22 states and coordinating with forensic investigators.