Card image cap

How Litigation Departments Can Minimize Cost, Reduce Risk and Get to Responsive Information Faster

Level: Advanced
Runtime: 58 minutes
Recorded Date: March 16, 2021
Click here to share this program
Download PDF
Closed Caption


  • Legal Technology - Adoption & Innovation
  • In-House Use Case
  • eDiscovery and Teams strategy
  • Takeaways
Runtime: 58 minutes
Recorded: March 16, 2021


Managing the litigation and regulatory requests that large corporations face is not an easy task, but the experts in Microsoft and Duke Energy's legal departments are up to the task! Join us to learn how Microsoft and Duke Energy approach their eDiscovery obligations utilizing Advanced eDiscovery in Microsoft 365, including some tips and tricks they have learned along the way.

This program was recorded as part of ALM's Legalweek 2021 Virtual Conference on March 16th, 2021.

Provided By

Card image cap Legalweek
Card image cap


Card image cap

Rachel O'Shea

Senior Technical Specialist, Modern Work - Compliance
Microsoft Corporation

Rachel has over a decade worth of experience in the legal industry, primarily in the areas of compliance, eDiscovery, information governance and corporate legal operations.

As a Technical Specialist at Microsoft, Rachel empowers customers by leveraging the intelligent cloud and intelligent edge through Microsoft Security & Compliance solutions. By using her knowledge of the legal operations, IG and eDiscovery industries, Rachel provides superior focus and guidance when assisting customers through their journey to the cloud and beyond.

Rachel started her career at a large software development company, in legal operations, and specialized in contract management workflows, litigation readiness, and corporate governance. Moving to Epiq in 2011, Rachel was an eDiscovery Project Manager, Director of Client Development and a Solutions Architect within the Information Governance division.

Card image cap

Jon Monheit

CELA, eDiscovery Program Manager
Microsoft Corporation

Jonathan began the first nine years of his legal career as a commercial litigator in Maryland before becoming an eDiscovery professional. He has spent the last five years working in Microsoft’s Litigation Group as part of a team managing eDiscovery for complex litigation and government investigations.

Jonathan has played an active role working within the Litigation group at Microsoft to establish eDiscovery standards that mitigate privacy risks and reduce costs, including drafting model protective orders and ESI orders to be used as a baseline in negotiations with opposing counsel. Jonathan is also responsible for standardizing the document review process Microsoft uses with outside counsel and vendors.

Before joining Microsoft, Jonathan was the VP of eDiscovery Services at Hudson Legal, where he oversaw a team of project managers in the US and the UK. In his role at Hudson Legal, Jonathan directly or indirectly oversaw management of hundreds of document reviews for a variety of large companies across numerous industries in the US and UK.

Card image cap

Jon Kessler

Senior Director, Information Governance
Epiq Global

Jon Kessler is a senior director of Information Governance consulting services for Epiq, where he leads service delivery, project management, and product development within the North American information governance practice. Kessler is an experienced leader focusing on delivering expertise on the topics of data migration, compliance and eDiscovery. He has extensive experience working on complex matters across many diverse industries and is often engaged to provide formal compliance and eDiscovery training to government agencies and Fortune 500 companies.

Prior to joining Epiq in 2011, Kessler held senior leadership roles at two global data forensic and collection firms, where he led more than 600 forensic examination projects and provided oversight on many others.

Kessler has testified as an expert witness in federal and state courts, frequently speaks at legal technology conferences, and has delivered several continuing legal education (CLE) accredited courses on digital forensics, information governance, and eDiscovery. He also holds numerous Microsoft 365, eDiscovery, information governance and digital forensic certifications.

Card image cap

John Collins

Managing Director, Advisory Consultant

John Collins is a Managing Director and investment committee member of Lighthouse Investment Partners, LLC. Over 25 years Lighthouse has developed proprietary tools aimed at enhancing returns and more effectively understanding risks when building hedge fund portfolios.

John is involved in manager research and portfolio management. His research coverage includes credit investments, European long-short equity investments, European event-driven investments, and long term and opportunistic investments. Prior to Lighthouse’s acquisition of Mesirow Advanced Strategies in 2018, John worked at Mesirow for almost 10 years where he also served as an investment committee member. Previous roles include at Watson Wyatt’s manager research practice, at McKinsey & Co’s asset management practice, and on Citibank’s graduate scheme.

John holds a BSc in Management Science from the University of Warwick Business School. He is also a CFA charter-holder.

Card image cap

Toby Stinson

Manager, Law Data & Applications

Toby is the Manager of Law Data & Applications at Chevron U.S.A. Inc. Toby has been in the legal technology space for over 20 years. At Chevron, Toby is responsible for managing a team of eDiscovery Project Manager, all enterprise wide eDiscovery vendor relationships and Chevron’s Preservation Order tools and processes.

Toby and his team are an integral part of the litigation and investigative teams to reinforce Chevron processes and establish strategies for managing discovery in litigation and investigations. Prior to joining Chevron, Toby worked at various law firms providing eDiscovery project and platform management for cases filed in state and federal courts across the country.

Card image cap

Similar Courses

Card image cap
64 minutes
"I Am Not a Cat" Proceedings in a Virtual World
Besides becoming a pop-culture catchphrase, how has the shift to a virtual environment impacted proceedings over the last year, and what changes do you believe are here to stay? Our panel of experts will examine some of the greatest challenges, faux pas, and successes in virtual proceedings over the course of this transformative time.

Women, Influence & Power in Law Conference


Add to Cart
Card image cap
77 minutes
§ 363 Sale Issues
Dive into Section 363 sales issues, including whether there are limits to “free and clear”; the GM conflict between Sections 365(h) and 363(f) (“lease-stripping”); sales free and clear of leasehold interests, restrictive covenants and override royalties; being free and clear of successorships in CBAs; selling free and clear of environmental liabilities (La Paloma, Exide); and loan-to-own strategies.

American Bankruptcy Institute


Add to Cart
Card image cap
63 minutes
2021: The Year of the ELM
Panelists will clarify what constitutes an ELM platform, examine its unique and compelling capabilities, and discuss its strategic and tactical advantages, particularly those stemming from data-driven insights and machine-driven decision making. Attendees will gain a clear understanding of the significance of the emergence of ELM solutions, what firms and law departments can achieve with ELM platform, and practical and ethical considerations related to adopting an ELM solution.



Add to Cart
Card image cap
97 minutes
26 Words that Created the Internet - Basics of the Communications Decency Act Section 230 Safe Harbor
This program will examine the basics of CDA 230 and its day to day affect for those who advise internet businesses as well as those who litigate against them. It will give practical guidance as to what extend internet companies can or should edit or censor the information their users contribute to their sites and to what extent those users will actually be liable.

New Media Rights


Add to Cart
Previous Next