Everlaw Summit

November 2–4, 2022 // San Francisco

Leading through Change: Come together for three days of education, connection, and transformation.

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Day 1 Highlights

Charting a Straighter Path to the Truth

Keynote

Bad Blood: Exposing Theranos

Bad Blood: Exposing Theranos

John Carreyrou, Pulitzer Prize Winning journalist
Reed Kathrein, Partner, Hagens Berman Sobel & Shapiro


Two-time Pulitzer Prize winner John Carreyrou shares how he combs through millions of data points to find his smoking gun—whether in exposing long-secret Medicare fraud or revealing billion dollars worth of deception at Theranos. Reed Kathrein, partner at Hagens Berman, joins him to dive into the Theranos litigation.

Fireside Chat

Seeking Truth and Healing in Our Nation’s Deadly Opioid Crisis

Seeking Truth and Healing in Our Nation’s Deadly Opioid Crisis

Rachel Taketa, Processing & Reference Archivist, UCSF
Shana Simmons, General Counsel, Everlaw

Recent opioid litigation helped expose one of the greatest injustices in modern times—and opened up a host of sensitive data to archives that will soon become a priceless public good. UCSF archivist Rachel Taketa and Everlaw General Counsel Shana Simmons explore the critical role that archives play as a source for truth, public health reform and healing.

Panel

Scaling During Rapid Growth

Scaling During Rapid Growth

Andrew Fiorella, Partner, Benesch
Rich Liu, Chief Revenue Officer, Everlaw

Everlaw CRO Rich Liu and Andrew Fiorella, Co-Chair, Financial Institutions and Security Litigation and Chair, Ediscovery at Benesch, discuss how this AmLaw 200 firm has scaled their ediscovery process while staying lean, even as revenue and attorney count have doubled.


Driving Efficiency with In-House Counsel

In-house legal experts share how they bring IT expertise to bear on litigation technology and outside counsel partnerships.

The Power of Persuasion: Leading through Soft Power

You do not need to be at the top of the pyramid to influence those around you. Join this session to learn how anyone in an organization, regardless or role or title, can learn to lead through influence and persuasion.

Upleveling Your Case Strategy with Storybuilder

Chris Lee, Partner, Loopstra Nixon
See how innovative legal teams coordinate and collaborate on case strategy, with a focus on deposition and examination management. Join Loopstra Nixon partner Chris Lee as he explains how collaborative narrative building helped him land a big win during deposition. Also learn about Storybuilder use cases beyond post-review and responding to public records.

Process Transformation: How Two of America’s Top Firms Are Reimagining Ediscovery

Jeremiah Weasenforth, Head of Data & Discovery Strategy, Orrick
Eric Beard, Manager of Litigation Support, Barnes & Thornburg

See how two leading firms are transforming their discovery process to empower their attorneys and trial teams, improve efficacy throughout the litigation process, and influence outcomes.

Modernizing the Government Office (Closed Session)

The cloud is increasingly the norm for ediscovery—but some government offices continue to be plagued by outdated technology, and are hungry for something better. Join fellow government officials in this closed session discussion, to learn how their offices have embraced cloud technology to protect consumers, decrease public records response times, and increase efficiency.

Trusting AI to Accelerate Your Analysis: Defensibility in Predictive Coding Explained

Predictive coding has revolutionized ediscovery. But how can you make sure your approach is defensible if challenged? Join us as we take a deep dive into predictive coding, review current industry standards and court rulings, and explain best practices to leverage predictive coding in your review process.

Day 2 Highlights

Achieving Transformative Outcomes

Keynote

The Everlaw Vision

The Everlaw Vision

AJ Shankar, Founder and CEO, Everlaw

Everlaw Founder and CEO AJ Shankar shares Everlaw’s product roadmap. From transforming the review process on the document level to mastering analysis across millions—or billions—of documents, AJ lays out Everlaw’s vision for the future of ediscovery, and the evolution of the legal industry as a whole.

Awards

1st Ever Everlaw Summit Awards

1st Ever Everlaw Summit Awards

We’re celebrating the most innovative legal leaders in the industry with Everlaw’s first-ever awards ceremony. Join us as we celebrate legal professionals for their accomplishments in tech enablement, organizational transformation, public service and more.

Panel

The Future of Ediscovery

Peer Into the Future of eDiscovery

Dr. Maura Grossman, Professor, University of Waterloo
David Cohen, Chair, Records & Ediscovery, Reed Smith

As technology and innovation evolves, how are ediscovery and the scope of legal work keeping pace? Join industry experts for a deep dive into the intersection of law, technology, economics, and the role of the courts in adjudicating ediscovery disputes to encourage speed, transparency, and efficiency.


Changing the Face of Law and Technology: A Career Workshop Hosted by Women in Ediscovery

Kelley A. Hempson, Sr. Solution Delivery Manager, Deloitte
Lana Pellegrino, Managing Director, Deloitte
Joy Tranel, Manager, eDiscovery Project Management, Perkins Coie

The intersection of law and technology is creating unprecedented opportunity in the legal profession. Join three leaders in the space for a candid conversation on the evolution of ediscovery, personal career growth, the role of subject matter expertise—and what it means to identify as a woman in this space. Come prepared with questions for a live Q&A at the end!

Overcoming the Data Explosion: Leveraging Concept Clustering For True Discovery

Today, nearly everything we read, create, or engage with generates data. This explosion of data provides unprecedented opportunity during disputes and litigation—and significant challenges. Learn how Everlaw Clustering can help you get ahead of massive amounts of data, to identify key concepts without any human input, and engage in true discovery in an age of overwhelming data.

New Ways of Litigating: Creating Change at the Cutting Edge of Litigation and Technology

The most beneficial partnerships come from those who push each other forward. Learn how one of the most innovative law firms is partnering with public sector agencies to forge cutting-edge litigation strategies, tackling the most pressing legal, social, and environmental challenges, and leveraging technology to find new paths for success.

How to Spot—and Stop—Burnout for Legal Professionals


Dr. Ilona Salmons, Ed.D., LMFT, Psychotherapist

The COVID-19 pandemic moved millions of legal professionals out of the office—and into work from home situations that, for many, meant “work all the time.” In an industry where burnout was already common, it has begun to skyrocket. Join this session to learn research-based strategies to identify and counteract burnout personally and among your teams.

Keeping up with New Data Types: Adapting Workflows for Today’s Data—And Tomorrow’s

Emojis, ephemeral messaging, Zoom, Teams, Slack and more—emerging data types are throwing up countless new challenges for ediscovery professionals today. Join us as we share strategies on how to get ahead of tomorrow’s new data sources and provide guidance on efficient processing and review of novel data types.

Creating Systems for Growth: People, Process, and Technology

Learn how law firms are finding exceptional growth and managing the challenges that come alongside it through a focus on people, process, and technology. Share what’s worked, what hasn’t, and discuss what the future may hold with your peers on the front-lines.

Day 3 Highlights

Hands-on Training from Everlaw Experts

Competition

Who’s the Real Everlaw Expert?

Who’s the Real Everlaw Expert?

Show your Everlaw expertise in this one-of-a-kind trivia challenge.

Training

Configuring Your Case for Maximum Efficiency with AI

Configuring Your Case for Maximum Efficiency with AI

Work together to determine how best to configure a case and incorporate AI tools on Everlaw to handle a large incoming dataset and meet an upcoming deadline. Users will have the chance to share insights into how they would approach setting up the environment and will receive input and guidance from Everlaw’s user education team on best practices.

Training

Tips for Saving Time and Meeting Deadlines

Tips for Saving Time and Meeting Deadlines

Focus on how to maintain a high level of efficiency throughout the life of a case. We’ll build on the configuration covered in the first session, focusing now on how to carry forward the use of AI and identify further opportunities to leverage Everlaw’s capabilities to allow you to save time and money while still delivering great results.


Speakers

John Carreyrou

Pulitzer Prize Winning Journalist

John Carreyrou, a two-time Pulitzer Prize winner, was a reporter at The Wall Street Journal for twenty years. His book Bad Blood: Secrets and Lies in a Silicon Valley Startup about Theranos was named the Financial Times and McKinsey Business Book of the Year in 2018.

AJ Shankar

CEO and Founder, Everlaw

AJ Shankar is CEO and Co-Founder of Everlaw. He has a Ph.D. in Computer Science from University of California, Berkeley, and an A.B. in Applied Mathematics/Computer Science from Harvard University.

Reed Kathrein

Partner, Hagens Berman Sobol Shapiro

Reed Kathrein represents institutional, government and individual investors in securities fraud and corporate governance cases. He has litigated over 100 securities fraud class actions, including cases against Tremont (Bernard Madoff) and Theranos.

Shana Simmons

General Counsel, Everlaw

Shana Simmons leads Everlaw’s Legal department and is responsible for all legal, regulatory, privacy and governance, and risk and compliance matters across the company. As a GC, she also partners with the executive leadership team and board to scale the business and revenue.

Hon. Xavier Rodriguez

U.S. District Judge

In addition to serving on the U.S. District Court for the Western District of Texas, Judge Rodriguez is a frequent speaker and author on issues in employment law, discovery, and arbitration. He is the editor of Essentials of E-Discovery, a member of The Sedona Conference Judicial Advisory Board, the Georgetown Advanced E-Discovery Institute Advisory Board, the EDRM Global Advisory Council, and is a Distinguished Visiting Jurist-in-Residence and adjunct professor of law at the St. Mary’s University School of Law.

Kelley A. Hempson

Senior Solution Delivery Manager, Deloitte

Kelley Hempson leads the Eminence and Marketing Program for the Government and Public Sector Discovery and Disclosure Practice at Deloitte. She has more than 20 years of experience supporting large scale federal and state government complex litigation and discovery projects, managing and leading multiple discovery operations teams focusing on data processing and forensic collection and analysis.

Lana Pellegrino

Managing Director, Deloitte

Lana Pellegrino has spent more than two decades in the legal technology space developing solutions and delivering transformational programs to government agencies, corporate legal teams and law firms. She is recognized as a trusted advisor with an entrepreneurial spirit and the ability to create, enhance, and grow successful business practices leveraging methodical project management and execution techniques, elevating organizational performance.

Rich Liu

Chief Revenue Officer, Everlaw

Rich Liu is a unicorn go-to-market executive, architecting the GTM motions of transformative companies such as TripActions, MuleSoft, and Facebook through hyper growth and multiple class-leading IPOs. As an engineer turned chief revenue officer, he’s a true first-principles thinker with tremendous breadth across a variety of industries.

Joy Tranel

Manager, Ediscovery Project Management, Perkins Coie

Joy Tranel has accumulated a wealth of industry knowledge over 15 years in the ediscovery field. She started her career on the review side as an ediscovery attorney before moving into ediscovery project management and consulting within the federal government, at an ediscovery vendor, and in-house at various Am Law 50 firms in Washington D.C., Chicago, and the United Kingdom.

Jay Carle

Partner Ediscovery & Information Governance, Seyfarth Shaw

Jay Carle advises clients on legal, strategic, and operational challenges of information governance, and provides proactive counseling and response engagements in the areas of ediscovery litigation, data retention and management, privacy matters, data security, internal investigations, and regulatory response. He combines hands-on technical skill, and business and litigation experience to craft innovative, practical solutions that balance the competing business demands, realities, and legal risks of creating, maintaining, and using information.

Joshua S. Hodas, Ph.D.

Partner, Lewis Brisbois

Josh Hodas is a partner in the Los Angeles office of Lewis Brisbois and a member of the Intellectual Property & Technology Practice. His practice focuses on copyright, patent and trademark advising and litigation, breach of contract and negligence litigation arising from software and hardware development, implementation and support contracts, start-up business formation, and drafting of development contracts, software licenses, SaaS subscription agreements, privacy policies, among others.

Rachel Taketa

Processing & Reference Archivist, UCSF

Rachel Taketa has worked with the UCSF Industry Documents Library (IDL) for more than 15 years, providing research assistance to users, leading outreach and social media activities, and acquiring, describing, digitizing and uploading documents from the tobacco, opioid, drug, chemical, food and fossil fuel industries.

Dr. Maura Grossman

Professor, University of Waterloo

Dr. Maura Grossman is a well-known and influential ediscovery expert, and her scholarly work on technology assisted review has been widely cited in case law. She has been a court-appointed special master, mediator, and expert to the court in many high-profile cases and was previously of counsel at Wachtell, Lipton, Rosen & Katz, where for 17 years she represented Fortune 100 companies in civil litigation and white collar criminal and regulatory investigations.

Stephanie Biehl

Partner, Sher Edling

Stephanie Biehl has dedicated her career to advocacy on behalf of communities and individuals taking on prodigious and powerful adversaries in complex, high-stakes litigation. A graduate of UC Hastings College of the Law, she has a variety of experience prosecuting cases from investigation through trial and appeals and has been named a Super Lawyers Rising Star consistently throughout her practice.

Catherine Choe

Director, Legal, Everlaw

Catherine Choe facilitates growth and mitigates risk, specifically in the areas of legal operations, commercial GTM, and corporate compliance at Everlaw. She has built her career in a wide range of roles, functions, and industries, including management consulting, best practices research, and leadership training facilitation.

Andrew Fiorella

Partner, Chair of Ediscovery Group, Benesch

Andrew Fiorella represents and counsels some of the largest businesses and financial institutions in the country in complex commercial disputes—including claims arising from contract, business torts, class actions, securities fraud, business combinations, shareholder disputes, the Fair Credit Reporting Act, and intellectual property disputes, including trade secrets and non-competition agreements.

David Cohen

Partner, Chair of Records & Ediscovery Group, Reed Smith

David Cohen has 30 years of commercial litigation experience in a variety of subject matters. He serves as special ediscovery counsel in many cases, represents companies in complex litigation matters, and also counsels clients on records management and litigation readiness issues.

Chuck Kellner

Strategic Discovery Advisor, Everlaw

Chuck Kellner has a blend of consultative and hands-on experience in the legal technology field. His career spans 25 years and he has served as a top ediscovery consultant, an operations director for a Big Eight consulting firm, and as a litigation and practice support manager at an Am Law 50 law firm.

Tessa West

Associate Professor, New York University

Tessa West is a leading expert in the science of interpersonal communication. She has published more than 70 academic articles in psychology journals and a book, Jerks at Work, which provides a hands-on guide to tackling everyday problems with difficult colleagues has been recommended by the Financial Times and Forbes.

Jeremiah Weasenforth

Head of Data & Discovery Strategy, Orrick

Jeremiah Weasenforth manages a team of attorneys and technologists that utilize automation, machine learning, and project management discipline to assist with litigation and transactional tasks. His focus is maximizing efficiency through the use of technology by implementing a broad array of tools designed to achieve cost savings for clients.

Eric Beard

Litigation Support Manager, Barnes and Thornburg

Eric Beard is a Litigation Support Manager at Barnes & Thornburg, where he and his team manage ediscovery across the entire EDRM to reduce costs, increase value, improve outcomes, and fulfill business objectives.

Renita Sandosham

VP, People Experience, Everlaw

Renita Sandosham leads the People teams at Everlaw with responsibility for recruiting, onboarding, HR, L&D, engagement, Diversity, Equity, Inclusion (DEI), and social responsibility. She previously worked at LexisNexis where she was an operations project manager and frequent traveler to the Philippines to help build new teams and operational processes.

Kim Nicol, JD, PCC

Coach and Teacher

Kim Nicol helps kind, ambitious people live and lead more mindfully–so they make good use of their time and enjoy meaningful success in their life. A former lawyer, she brings mindfulness into the workplace through workshops, 1:1 coaching, and as host of The New Manager Podcast.

Chris Lee

Partner, Loopstra Nixon

Chris Lee is an expert in commercial litigation, administrative law, tax litigation, construction litigation, and bankruptcy and insolvency, known for creating bespoke blueprints for novel disputes. Before joining Loopstra Nixon, he practiced for several years in the Toronto office of a leading national and international law firm and the tax law services division of the federal Department of Justice.

Angela Kovach

Director of Federal Solutions, Everlaw

Angela Kovach is a licensed attorney, PMP, and forensic subject matter expert with over 12 years of experience supporting federal litigation and investigations. She helped design and implement the first ediscovery cloud environment for the U.S. Attorneys, and has traveled the country consulting with attorneys and federal agents on how to securely and effectively leverage technology to accomplish mission work.

Pamela Collier

Litigation Paralegal, North Carolina DOJ

Pamela Collier joined the North Carolina Attorney General’s office in 2011, where she specializes in litigation, discovery, and ediscovery with a focus on state agency defense litigation.

Linda Hoage

Litigation Support Consultant, Washington Attorney General’s Office

Linda Hoage has more than 25 years of experience in the legal field and is a Certified Ediscovery Specialist. In her role at the Washington State Attorney General’s Office, she manages big and complex cases with large volumes of ESI.

Training and Education

Sheneika Hurley

Solutions Architect, Everlaw

Jennie Robinson

User Education Training Specialist II, Everlaw

Tori Howard

User Education Training Specialist, Everlaw

Alexander Crisel

User Education Training Specialist II, Everlaw

Claire Spafford

Training Specialist, Everlaw

Byron Liu

Product Lead Manager, Everlaw

Greg Thorne

Director of User Education, Everlaw

Michelle Beer

Training Specialist Team Lead, Everlaw

Jill Santos

Senior Training Specialist I, Everlaw

Katie Donovan

Senior Training Specialist I, Everlaw

Aubrey Patrick

Training Specialist I, Everlaw

Vanessa Ewing

Training Specialist I, Everlaw

Pauline Day

Instructional Design Manager, Everlaw

Nicole Hazaz

UK Customer Success Manager, Everlaw