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	<itunes:explicit>no</itunes:explicit><copyright>Copyright - All Rights Reserved</copyright><itunes:keywords>ediscovery,electronic,discovery,predictive,coding,electronic,data,discovery</itunes:keywords><itunes:summary>ESIBytes is a website dedicated to providing free eDiscovery educational podcasts.</itunes:summary><itunes:subtitle>ESIBytes is a website dedicated to providing free eDiscovery educational podcasts.</itunes:subtitle><itunes:author>Karl Schieneman</itunes:author><item>
		<title>Training for Fairness: Reducing Reviewer and AI Bias in Document Review</title>
		<link>https://www.tcdi.com/training-for-fairness-reducing-reviewer-and-ai-bias-in-document-review/</link>
		
		
		<pubDate>Tue, 27 Jan 2026 17:56:00 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[Document Review]]></category>
		<category><![CDATA[Author-Landry]]></category>
		<category><![CDATA[GenAI]]></category>
		<category><![CDATA[Managed Document Review]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=49164</guid>

					<description><![CDATA[<p>AI is only as fair as the humans and data that train it. In document review, both Continuous Active Learning (CAL) systems and Generative AI workflows depend heavily on reviewer input through coded decisions. When reviewers bring bias (conscious or unconscious) into their coding, it gets amplified by the models and can escalate into systemic [&#8230;]</p>
<p>The post <a href="https://www.tcdi.com/training-for-fairness-reducing-reviewer-and-ai-bias-in-document-review/">Training for Fairness: Reducing Reviewer and AI Bias in Document Review</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="49164" class="elementor elementor-49164" data-elementor-post-type="post">
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									<p>AI is only as fair as the humans and data that train it. In document review, both Continuous Active Learning (CAL) systems and Generative AI workflows depend heavily on reviewer input through coded decisions.</p><p>When reviewers bring bias (conscious or unconscious) into their coding, it gets amplified by the models and can escalate into systemic patterns, creating a new challenge for document review.  Now, we not only need to focus on <a href="https://www.tcdi.com/inclusive-intelligence-the-human-side-of-ai-in-legal/">building smarter models</a>, we also need to foster more consistent, less biased human reviewers and design workflows that validate fairness in decisions.</p><p>In practice, this means that even sophisticated AI tools are only as trustworthy as the reviewers guiding them. A single reviewer’s assumptions about relevance or privilege can waterfall through the entire training process. If unchecked, these biases can affect which documents get prioritized for review, how privilege logs are built, or even how responsive documents are clustered.</p><p>In litigation or regulatory investigations, this can lead to reputational risk, discovery disputes, or inadvertent disclosure. The conversation around AI fairness in review isn’t theoretical, it needs to be measurable and defensible.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">How Reviewer Bias Amplifies AI Bias</h2>				</div>
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									<p>In traditional review, bias might mean one reviewer tags Executive emails as “more relevant” by default (authority bias) or overlooks documents written in non-standard English (linguistic bias). In CAL, those coding decisions become training data, directly steering the machine’s predictions.</p><p>In GenAI-assisted review, the risks increase. The model can take these inputs, generate skewed summaries or coding rationales, and reinforce that across thousands (or millions) of documents. More simply put, biased reviewers create biased training data which creates biased AI outputs.</p><p>Consider a typical scenario where a review team is analyzing internal communications during a corporate investigation. If reviewers unconsciously treat technical staff emails as less relevant than executive communications, the CAL model learns to deprioritize those types of documents. When a GenAI tool later generates summaries or rationales, it mirrors that bias, highlighting executive language and downplaying other perspectives. Over time, that becomes a systemic pattern, not a one-off error.</p><p>Bias can also emerge when reviewers make cultural or linguistic assumptions. A phrase that sounds sarcastic in one region may be neutral in another. If those cues aren’t calibrated, the AI learns misaligned signals. This is how subtle human inconsistency becomes amplified into machine-level bias.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Training Reviewers to Reduce Bias</h2>				</div>
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									<p>The first line of defense in document review is always people. Reviewer training can move beyond coding instructions to include bias-awareness and consistency techniques. These can include:</p><ul><li><strong>Bias awareness modules:</strong> Teach common biases (confirmation, authority, linguistic, cultural) and how they show up in document review. Use case studies or anonymized examples from past reviews to show how small assumptions changed outcomes.</li><li><strong>Consistency drills:</strong> Run exercises where reviewers code the same set independently, then discuss discrepancies. Highlight how personal interpretation can creep in. For instance, have teams explain why they marked certain emails privileged or nonresponsive, and then show how differences stem from tone interpretation rather than substance.</li><li><strong>Blind coding exercises:</strong> Remove custodian names or organizational context from training sets to reduce status-based assumptions. This is especially useful in internal investigations, where rank or department can influence coding subconsciously.</li><li><strong>Cross-team calibration:</strong> Rotate reviewers between projects to normalize coding standards across teams. Different teams often develop their own “micro-cultures” of decision-making; rotation helps identify and correct those drift patterns.</li></ul><p>The goal is not to erase subjectivity but to minimize variance and make reviewers more conscious of their own bias. Building this into onboarding and periodic refresher sessions keeps the awareness current and measurable. Firms can even use metrics, like inter-reviewer agreement scores, to show improvement over time.</p><p>Now, not all of these strategies can be used all the time, but keeping an eye towards bias will only serve to reduce it.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Training Models with Bias in Mind</h2>				</div>
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									<p>For CAL and GenAI workflows, the training process itself must account for bias.</p><ul><li><strong>Balanced training sets: </strong>Make sure initial seed sets are diverse across custodians, communication styles, and formats. If the seed set overrepresents a single department or communication channel, the model’s “understanding” of relevance becomes skewed. For example, if all early training data comes from leadership emails, the model might miss relevant technical or operational discussions later.</li><li><strong>Bias-aware prompts in GenAI: </strong>For GenAI tools, create prompts that explicitly require the model to explain reasoning and flag uncertainty. This reduces the risk of overconfident but biased answers. For example, instead of “Summarize why this document is relevant,” use “Summarize potential relevance and note any uncertainty or conflicting indicators.” This teaches the model to “contextualize” rather than “assert”.</li><li><strong>Iterative retraining with QC feedback: </strong>Retrain models on new data, as well as corrected data where bias or inconsistency was identified. Include feedback loops between reviewers and model trainers so that human error doesn’t become permanent machine memory. Each retraining cycle should document what changed and why, improving transparency and defensibility.</li></ul><p>These steps ensure that bias detection becomes part of the review lifecycle, not a one-time calibration.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Building an Ethos of Inclusive AI Review</h2>				</div>
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									<p>Bias reduction is not new to AI workflows, and, at its core, it’s still a human-driven problem. Organizations should normalize conversations about fairness, encourage reviewers to surface uncertainty, and make transparency part of the workflow. By training reviewers to recognize their own blind spots, <a href="https://www.tcdi.com/inclusive-intelligence-the-human-side-of-ai-in-legal/">structuring model training carefully</a>, and QC’ing AI outputs, teams can prevent bias from scaling up through CAL and GenAI reviews.</p><p>That internal shift starts with leadership. <a href="https://www.tcdi.com/reducing-risk-delivering-results-top-7-qualities-in-a-strong-ediscovery-pm-team/">Project managers</a> and review leads should model curiosity rather than certainty, encouraging teams to flag questionable patterns or outcomes. Additionally, including bias audits as part of quality control sends a signal that fairness is a shared responsibility, not an optional ideal.</p><p>Teams can also track metrics like reviewer agreement rates, model accuracy across demographics, or the distribution of relevance hits by custodian. These data points can provide early warning signs of systemic bias. When fairness becomes a visible metric, reviewers learn that their precision matters beyond productivity, and they can shape outcomes.</p><p>In a legal landscape where <a href="https://www.tcdi.com/ai/">GenAI-assisted review</a> is standard, fairness shouldn’t be a compliance box; it should be a measure of credibility. Teams that make bias management part of their everyday review workflow will produce work that’s faster, more defensible, and trustworthy.</p>								</div>
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															<img decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2025/02/Caragh-headshot-2025-web-150x150.jpg" class="attachment-thumbnail size-thumbnail wp-image-40080" alt="Caragh Landry" />															</div>
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									<p>Caragh Landry</p>								</div>
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									<p>Caragh brings nearly 30 years of eDiscovery and Document Review experience to TCDI. In her role as Chief Legal Process Officer, she oversees workflow creation, service delivery, and  development strategy for our processing, hosting, review, production and litigation management applications. Caragh’s expertise in building new platforms aligns closely with TCDI’s strategy to increase innovation and improve workflow. Her diverse operational experience and hands on approach with clients is key to continually improving the TCDI user experience. <a href="https://www.tcdi.com/team/caragh-landry/">Learn more about Caragh.</a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/training-for-fairness-reducing-reviewer-and-ai-bias-in-document-review/">Training for Fairness: Reducing Reviewer and AI Bias in Document Review</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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			<dc:creator>Karl Schieneman</dc:creator></item>
		<item>
		<title>We Are Bold: Taking on Challenges to Create Meaningful Solutions</title>
		<link>https://www.tcdi.com/we-are-bold/</link>
		
		
		<pubDate>Thu, 15 Jan 2026 19:28:11 +0000</pubDate>
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					<description><![CDATA[<p>At TCDI, being bold means taking on the challenges others shy away from, because solving the real problems our clients face matters more than playing it safe. We’re willing to try new approaches, invest time and resources, and explore ideas that don’t come with a guaranteed outcome if we believe they will lead to a [&#8230;]</p>
<p>The post <a href="https://www.tcdi.com/we-are-bold/">We Are Bold: Taking on Challenges to Create Meaningful Solutions</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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									<p>At TCDI, being bold means taking on the challenges others shy away from, because solving the real problems our clients face matters more than playing it safe. We’re willing to try new approaches, invest time and resources, and explore ideas that don’t come with a guaranteed outcome if we believe they will lead to a better solution. That willingness to lean in, even when the path isn’t fully defined, is part of how we create meaningful results for our clients.</p><p>And that boldness is always strategic. Our experimentation is guided by structure, experience, and trust in our experts, ensuring even our most unconventional ideas are always defensible. But the real story of boldness lives with our people. So, we asked team members across TCDI what being bold means to them, and this is what they had to say:</p>								</div>
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															<img decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2026/01/Grzegorz-Gadek-150x150.jpg" class="attachment-thumbnail size-thumbnail wp-image-48828" alt="Grzegorz Gadek" />															</div>
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									<div style="text-align: center;">Grzegorz Gadek</div>
<div style="text-align: center; font-size: 14px;">Technical Applications Engineer<br>Technical Operations Team</div>								</div>
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									<p><em>For me, being bold at TCDI means having the courage to make unconventional decisions and the ability to quickly identify and solve problems. Over the past 3.5 years at TCDI, I have had many opportunities to tackle challenges by exploring new ideas, experimenting with emerging technologies, taking calculated risks, and learning from potential failures.</em></p><p><em>Boldness is not about blindly following existing patterns. It is about questioning them and actively seeking more efficient and effective alternatives while never losing sight of what matters most to our clients: the quality of our work. Being bold is not recklessness. It is grounded in research, thoughtful decision-making, and learning from mistakes.</em></p>								</div>
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									<p><em>Bold to me means standing out. Not being ordinary but rather extraordinary. Not just going with the flow but breaking out of the mold and daring to be different. It means always striving to be our best selves, which will always be displayed in everything that we do.</em></p><p><em>In my role as a support analyst, this mindset is so important. I always strive to go above and beyond to provide the best level of support while also making the experience more enjoyable so that our team and clients feel better when they reach out. Going the extra mile isn&#8217;t just a goal at work to reach, it’s something to strive towards in everyday life.</em></p>								</div>
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									<div style="text-align: center;">Jonathon Swan</div>
<div style="text-align: center; font-size: 14px;">Technical Support Analyst<br>Quality Engineering Team</div>								</div>
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															<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2025/12/Cody-Bennett-150x150.jpg" class="attachment-thumbnail size-thumbnail wp-image-47904" alt="Cody Bennett" />															</div>
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									<div style="text-align: center;">Cody Bennett</div><div style="text-align: center; font-size: 14px;">Head of AI Research<br />Strategic Solutions Team</div><div> </div>								</div>
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									<p><em>At TCDI, BOLD means being precise about what a system is doing and then designing it so that precision becomes its strength.</em></p><p><em>One of the most important lessons I’ve learned building and evaluating modern AI systems is that “chat” and “investigation” are not the same problem. They may share an interface, but they are governed by different mathematics and different failure modes. Chat is optimized for fluency, relevance, and speed. Investigation is optimized for coverage, traceability, and repeatability: the ability to defend an answer when it’s challenged.</em></p><p><em>Being BOLD is refusing to blur those two worlds. It is drawing a clear line between a good explanation and defensible evidence, and then engineering both deliberately. In our environment, confidence doesn’t come from how certain a model sounds. It comes from retrieval, provenance, and measurable coverage. If we want clients to truly trust AI, we have to build systems that can move seamlessly from conversation to verification without ever changing the mathematics of truth.</em></p>								</div>
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									<p><em>Much of software development is about changing how people interact with technology. It takes a certain amount of boldness to actualize the difference between what is and what should be.</em></p><p><em>At TCDI, we have extensive experience solving problems for our customers, and it is expected that we over-deliver every time. In my department, when a web search for a solution returns no results, it doesn&#8217;t mean it can&#8217;t be done.  It means we get to do it first. When we hear a description of a feature in a competitor&#8217;s product, we don&#8217;t think duplicate, we think eclipse, we think bold. In this case, bold isn&#8217;t tailgating but staying in the passing lane for the entire journey.</em></p>								</div>
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									<div style="text-align: center;">Eric Anderson</div>
<div style="text-align: center; font-size: 14px;">Senior Programmer/Analyst<br>Research &#038; Development Team</div>								</div>
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									<div style="text-align: center;">Katie Niemi</div>
<div style="text-align: center; font-size: 14px;">Senior Marketing Specialist<br>Marketing Team</div>								</div>
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									<p><em>When I was asked to write what being “bold” meant to me, I couldn’t help but think of Star Trek’s “to boldly go where no man has gone before.” Personally, I don’t consider myself a bold person. I’m much more the person behind the curtain, and that’s where I like to be. But the people I work with and for, bold couldn’t be a more accurate description.</em></p><p><em>You see, as a Senior Marketing Specialist, I get to talk to people from all across TCDI. Project managers, software engineers, document reviewers, members of the leadership team. I get to talk to them all. I get to learn what it is they do, the value they bring to our clients, and then I help them share their expertise with the marketplace. And the one thing I can confidently say they all have in common is that they aren’t afraid of a challenge.</em></p><p><em>We may not be exploring new galaxies or discovering new life, but our team is always willing to step into unfamiliar territory if it means solving a problem for a client. That willingness to try new things, even if it hasn’t been done before, is bold. Leadership’s willingness to invest in new technology and place trust in their people to figure things out, even when the outcome isn’t guaranteed, is bold.</em></p><p><em>Getting to work alongside people like that, and helping tell their stories, is what I love most about my job. I may be behind the curtain, but being surrounded by bold thinkers and problem-solvers pushes me to think bigger, ask better questions, and quietly be a little bolder myself.</em></p>								</div>
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									<p><em>Three months into joining TCDI, it had not yet occurred to me that boldness was a key value that attracted me to coming on board. Recently though, a colleague asked me to help write this blog, offering the theme of just “being bold.” It then dawned on me that being bold was a common thread between TCDI’s growth path and my own career.</em></p><p><em>Consider this: we are an eDiscovery service provider that has maintained 38 years of consistency by curating long-standing client partnerships and solving their complex data challenges. These partnerships are nurtured by long-tenured professionals with 10, 15, even 20-plus years at the company who value relationships over revenue. I can’t overstate how large of an emphasis TCDI holds in recognizing relationships as a central pillar of our culture. That in itself is bold.</em></p>								</div>
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																<a href="https://www.tcdi.com/team/shane-zelm/">
							<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2025/10/shane_zelm-web-1-150x150.jpg" class="elementor-animation-float attachment-thumbnail size-thumbnail wp-image-45762" alt="Shane Zelm" />								</a>
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									<div style="text-align: center;">Shane Zelm</div><div style="text-align: center; font-size: 14px;">Senior Director, Legal Services<br />Business Development Team</div>								</div>
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									<p><em>And this ship is steady, even in an ever-changing industry where tech fads and acquisitions are more constant than your sales rep’s job security. TCDI’s consistency, our commitment to owning and maintaining our own data center, investing in several GPU’s which facilitate our client’s AI ambitions, all reflect bold dedication to our clients.</em></p><p><em>We also don’t shy away from the trusted advisor role. We provide value by helping legal teams figure out why their current discovery process feels like pushing a boulder uphill, then showing them how to make it easier. Having seen what works and what doesn’t across countless environments and industries, we are willing to challenge assumptions. Dare I say, we boldly go where no eDiscovery company is willing to go.  </em></p><p><em>And honestly, that’s where I have personally been the most successful in my career full of bold transitions. It has always been when I had the opportunity to be that same trusted resource, solving a variety of data problems rather than rely on a single piece of “miracle” technology to solve everything. So, when it was time to make my next move, and I met the people at TCDI, I knew that I found that boldness I’d been looking for.</em></p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Learn More About TCDI's Culture and Values</h3>				</div>
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				<a class="elementor-post__thumbnail__link" href="https://www.tcdi.com/we-are-committed/" tabindex="-1" ><div class="elementor-post__thumbnail"><img loading="lazy" decoding="async" width="300" height="157" src="https://www.tcdi.com/wp-content/uploads/2025/12/We-Are-Committed-300x157.png" class="attachment-medium size-medium wp-image-47279" alt="We are Committed" srcset="https://www.tcdi.com/wp-content/uploads/2025/12/We-Are-Committed-300x157.png 300w, https://www.tcdi.com/wp-content/uploads/2025/12/We-Are-Committed-768x402.png 768w, https://www.tcdi.com/wp-content/uploads/2025/12/We-Are-Committed.png 1000w" sizes="(max-width: 300px) 100vw, 300px" /></div></a>
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			<a href="https://www.tcdi.com/we-are-committed/" >
				We Are Committed: To Our People, To Our Clients, and To Innovation			</a>
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			Read the Blog »		</a>

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									<p>This blog was a compilation of thoughts from our team at TCDI.</p>								</div>
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		<p>The post <a href="https://www.tcdi.com/we-are-bold/">We Are Bold: Taking on Challenges to Create Meaningful Solutions</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></content:encoded>
					
		
		
			<dc:creator>Karl Schieneman</dc:creator></item>
		<item>
		<title>Sustaining Innovation Through Structure: Why Bold Ideas Need Strategic Frameworks to Survive</title>
		<link>https://www.tcdi.com/sustaining-innovation-through-structure/</link>
		
		
		<pubDate>Thu, 08 Jan 2026 17:07:55 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[eDiscovery]]></category>
		<category><![CDATA[Author - York]]></category>
		<category><![CDATA[GenAI]]></category>
		<category><![CDATA[Innovation]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=48758</guid>

					<description><![CDATA[<p>A benefit of working for a company that has been in the legal services and technology industry for 37 years is that you learn a</p>
<p>The post <a href="https://www.tcdi.com/sustaining-innovation-through-structure/">Sustaining Innovation Through Structure: Why Bold Ideas Need Strategic Frameworks to Survive</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="48758" class="elementor elementor-48758" data-elementor-post-type="post">
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									<p>A benefit of working for a company that has been in the legal services and technology industry for 37 years is that you learn a lot about what has worked and what hasn’t when it comes to innovation. We are always looking at where to develop, where to buy, and where to partner when creating client solutions.</p><p>Sustaining and promoting innovative and <a href="https://www.tcdi.com/we-are-bold/">bold thinking</a> often requires a <a href="https://www.tcdi.com/legal-services/process-driven-ai-solutions/">holistic approach</a> and structure to go from ideas to implementation. In the legal world, “bold” is certainly not always a comfortable adjective. We prefer familiar words like defensible, repeatable, tested, and reasonable.</p><p>And honestly? There’s good reason for that. Legal teams operate in an environment where risk is real, stakes are high, and consistency is non-negotiable.</p><p>But here’s the challenge:</p><p>The legal industry, like so many other industries, is now being reshaped by <a href="https://www.tcdi.com/ai/">GenAI</a>, automation, and data-driven workflows faster than ever. Staying “tried and true” can quietly turn into “slow and outdated.”</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Embracing Change</h2>				</div>
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									<p>So, how do forward-looking legal teams embrace new possibilities without abandoning their foundational need for reliability? They do it by pairing bold ideas with <a href="https://www.tcdi.com/we-are-lean-reducing-waste-elevating-quality-with-lean-six-sigma/">strategic, disciplined frameworks</a>, which is exactly what we have done at TCDI with our Tech Lab’s approach to innovation and evaluating emerging technologies.</p><p>As our clients and teams identify needs, we have to remain committed to developing and testing new legal technology and workflows to ensure we deliver innovative, secure, and effective solutions. The structure of TCDI’s Tech Lab has allowed us to do just that.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The Problem: Innovation Without Structure Dies Quickly</h2>				</div>
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									<p>Most legal organizations want to innovate. They see the promise of GenAI for <a href="https://www.tcdi.com/how-ai-is-transforming-document-review-both-today-and-tomorrow/">accelerating review</a>, improving quality, and cutting costs. They know automation can replace repetitive drudgery.</p><p>But here’s what usually happens:</p><ul><li>Someone experiments with a new tool in isolation</li><li>It works (sort of)</li><li>There’s no ownership, process, or documentation</li><li>It fades away</li><li>The next experiment starts from scratch</li></ul><p>Innovation without structure is like a great idea written on a whiteboard with a fading marker. It’s exciting in the moment, but disappearing or completely invisible by the next quarter.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Why the Legal Industry Needs “Boldness with Guardrails”</h2>				</div>
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									<p>Unlike tech startups, legal teams can&#8217;t take moon-shot risks. A misstep can jeopardize a case, data security, or ethical obligations.</p><p>What’s needed isn’t unrestrained experimentation. What’s needed is<a href="https://www.tcdi.com/we-are-bold/"> disciplined boldness</a>:</p><ul><li>Explore aggressively</li><li>Evaluate objectively</li><li>Adopt rigorously</li><li>Operationalize defensibly</li></ul>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The TCDI Tech Lab: Where Creative Ideas Become Defensible Processes</h2>				</div>
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									<p>This is the strategic gap the TCDI Tech Lab was built to fill by providing a place where legal teams can be bold in a low-risk environment.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">How the Tech Lab Sustains Innovation:</h3>				</div>
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									<ul><li><strong><span style="color: #2dbec2;"> Controlled experimentation: </span></strong>A safe environment to test GenAI, automations, and workflow concepts without impacting live cases.</li><li><strong><span style="color: #2dbec2;">Structured evaluation: </span></strong>Proof of concepts (POCs) are measured against criteria like accuracy, reproducibility, cost impact, and defensibility. It takes into account a holistic approach to innovation, looking at the following key areas:<ul><li>Being ever mindful of <strong><span style="color: #2dbec2;">security</span></strong> regardless of the solution</li><li>Staying focused on <a href="https://www.tcdi.com/its-the-data-stupid-why-data-quality-matters-more-with-genai-tools/"><strong><span style="color: #2dbec2;">data</span></strong> management</a> is critical to control everything from volume to database fields and field values</li><li>Understanding how, when, and where solutions fit into workflows to supplement or improve <a href="https://www.tcdi.com/maximizing-ais-impact-why-process-comes-before-technology/">existing <strong><span style="color: #2dbec2;">processes</span></strong></a></li><li>Finding, developing, or integrating the latest <strong><span style="color: #2dbec2;">technology</span></strong></li><li>Aligning the right <strong><span style="color: #2dbec2;">people</span></strong> with the data, processes, and technology and recognizing the different interactions and impact</li><li>Relying on <strong><span style="color: #2dbec2;">Continuous Process Improvement</span></strong> (CPI) to ensure we are making improvements and creating an environment for new ideas and innovations to continue adapting</li></ul></li><li><strong><span style="color: #2dbec2;">Rapid iteration: </span></strong>Ideas evolve quickly through guided refinement.</li><li><strong><span style="color: #2dbec2;">Pathways to operationalization: </span></strong>Successful <a href="https://www.tcdi.com/the-year-of-intentional-innovation/">ideas become real solutions</a> with documented workflows and defensible processes.</li></ul><p>Innovation without process isn’t innovation, it’s a hobby. The legal industry needs systematic innovation. They need boldness that scales, evolves, and integrates.</p>								</div>
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									<p>You can be bold in the legal industry without compromising the same principles that have protected and guided the decisions being made to create solutions. You can test new GenAI capabilities. You can challenge assumptions and improve workflows.</p><p>You just need the structure to make sure the boldness survives long enough to matter. Bold ideas aren’t the problem. Lack of structure is. And in legal, the right structure turns innovation into advantage.</p>								</div>
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															<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2020/12/York_Dave-e1760623549106-150x150.jpg" class="attachment-thumbnail size-thumbnail wp-image-23837" alt="Dave York" srcset="https://www.tcdi.com/wp-content/uploads/2020/12/York_Dave-e1760623549106-150x150.jpg 150w, https://www.tcdi.com/wp-content/uploads/2020/12/York_Dave-e1760623549106-300x300.jpg 300w, https://www.tcdi.com/wp-content/uploads/2020/12/York_Dave-e1760623549106-400x400.jpg 400w, https://www.tcdi.com/wp-content/uploads/2020/12/York_Dave-e1760623549106-600x600.jpg 600w" sizes="(max-width: 150px) 100vw, 150px" />															</div>
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									<p>Dave York</p>								</div>
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									<p>Share article:</p>								</div>
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									<p>Dave oversees TCDI’s Litigation Services team involved in projects and data relating to eDiscovery, litigation management, incident response, investigations and special data projects.</p><p>Since his start in the industry in 1998, Dave has made the rounds working on the law firm, client, and now provider side of the industry, successfully supporting, executing and managing all phases of diverse legal and technical projects and solutions. During his career he has been a NC State Bar Certified Paralegal, holds a certification in Records Management, is a Certified eDiscovery Specialist (ACEDS), and has completed Black Belt Lean Six Sigma training.</p><p><a href="https://www.tcdi.com/team/david-york/">Learn more about Dave &gt;</a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/sustaining-innovation-through-structure/">Sustaining Innovation Through Structure: Why Bold Ideas Need Strategic Frameworks to Survive</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></content:encoded>
					
		
		
			<dc:creator>Karl Schieneman</dc:creator></item>
		<item>
		<title>The Year of Intentional Innovation</title>
		<link>https://www.tcdi.com/the-year-of-intentional-innovation/</link>
		
		
		<pubDate>Tue, 30 Dec 2025 16:00:28 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[eDiscovery]]></category>
		<category><![CDATA[Author - Adams]]></category>
		<category><![CDATA[GenAI]]></category>
		<category><![CDATA[Innovation]]></category>
		<category><![CDATA[TCDI Talks Ep. 19]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=48545</guid>

					<description><![CDATA[<p>From AI Experimentation to Implementing with Purpose in 2025 As 2025 winds down, the legal industry finds itself at a familiar holiday crossroads: reflecting on</p>
<p>The post <a href="https://www.tcdi.com/the-year-of-intentional-innovation/">The Year of Intentional Innovation</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></description>
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									<h3><strong>From AI Experimentation to Implementing with Purpose in 2025</strong></h3><p>As 2025 winds down, the legal industry finds itself at a familiar holiday crossroads: reflecting on the year behind us and setting goals for the one ahead. If <a href="https://www.tcdi.com/why-should-ediscovery-teams-care-about-gen-ai/">2024 was the year the profession dabbled in AI</a> like a child peeking at presents, 2025 is the year we actually ripped open the wrapping paper. Let&#8217;s get down to business, shall we?</p>								</div>
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									<p>For the past few years, firms and legal departments have been like excited kids on Christmas morning, unboxing every shiny GenAI feature they could find. They piloted multiple tools and experimented without fully integrating solutions into workflows. That experimentation was important. It helped organizations understand risks and really figure out what AI could (and couldn’t) do.</p><p>But now the industry is entering a different phase. The focus is shifting from experimentation to <a href="https://www.tcdi.com/webinars/tcdi-talks/inclusive-intelligence-the-human-side-of-ai-in-legal-episode-17/">choosing with purpose</a>, implementing with structure, and measuring with intention. </p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Evaluating AI at TCDI</h2>				</div>
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									<p>At TCDI, we’ve experienced that shift up close. One of our most popular phrases is “trust but verify.” Starting in 2023, we created the TCDI Tech Lab so that we could do exactly that. This experimentation allows us to learn about new tools and explore where they can help us and our clients become more efficient. To date, over 70 tools have been tested, and we’ve created some wonderful <a href="https://www.tcdi.com/built-to-last-the-secrets-behind-successful-legal-tech-partnerships/">partnerships</a> along the way.</p><p>Fortunately, and unfortunately, there is no end to this process. New technology appears and existing tools evolve. It’s almost like shoveling the driveway during a snowfall that refuses to quit. But that <a href="https://www.tcdi.com/maximizing-ais-impact-why-process-comes-before-technology/">continuous effort</a> is the only way to stay ahead and make informed decisions about what tools have a real impact on legal workflows.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Here's to 2026!</h2>				</div>
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									<p>This is no longer about experiments. It’s about <a href="https://www.tcdi.com/future-proofing-your-legal-tech-stack-with-technology-people-processes/">transformation</a>. As we head into the new year, the wish is simple: let’s continue turning curiosity into capability. Because with intentional innovation, AI stops being another shiny new toy and becomes the engine that powers a stronger, smarter, more strategic legal profession.</p><p>Here’s to a purposeful and innovative 2026. Ain&#8217;t life grand?</p>								</div>
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															<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2025/02/NedUpdated-Headshot-web-150x150.jpg" class="attachment-thumbnail size-thumbnail wp-image-40083" alt="Ned Adams" />															</div>
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									<p>Ned Adams</p>								</div>
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									<p>Share article:</p>								</div>
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									<p>Ned has been fostering partnerships and helping clients tackle complex legal matters with TCDI for over two decades. He is passionate about building personal connections with clients to better understand their challenges and develop innovative eDiscovery solutions.</p><p>Regardless of the size, complexity, or duration of a matter, Ned leverages his project management experience to help clients navigate a successful solution. He guides organizations and law firms through every step of the EDRM, ensuring their matters are handled as smoothly as possible. As a Lean Six Sigma Green Belt, he thrives on developing workflows and processes that maximize efficiency, reducing time and cost for our clients.  <a href="https://www.tcdi.com/team/ned-adams/">Learn more about Ned.</a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/the-year-of-intentional-innovation/">The Year of Intentional Innovation</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></content:encoded>
					
		
		
			<dc:creator>Karl Schieneman</dc:creator></item>
		<item>
		<title>Building Momentum in 2025: Reflections from TCDI’s Leadership</title>
		<link>https://www.tcdi.com/building-momentum-in-2025-reflections-from-tcdis-leadership/</link>
		
		
		<pubDate>Thu, 11 Dec 2025 17:16:34 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[Culture]]></category>
		<category><![CDATA[culture]]></category>
		<category><![CDATA[strategy]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=47900</guid>

					<description><![CDATA[<p>Another year is wrapping up at TCDI, which still feels a little surreal for a company that launched in 1988 with a handful of people</p>
<p>The post <a href="https://www.tcdi.com/building-momentum-in-2025-reflections-from-tcdis-leadership/">Building Momentum in 2025: Reflections from TCDI’s Leadership</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></description>
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									<p>Another year is wrapping up at TCDI, which still feels a little surreal for a company that launched in 1988 with a handful of people and some big ideas. You’d think after nearly four decades we might slow down, but apparently we missed that memo. Instead, we spent 2025 doing what we do best: honoring our roots as a trusted partner in the legal industry while leaning into the newest innovations shaping how work gets done.</p><p>Even Time magazine chose to celebrate the rise of AI this year, naming AI Architects as the <a href="https://time.com/7339685/person-of-the-year-2025-ai-architects/">2025 Person of the Year</a>. While we’re not trying to become an AI company, what we <em>are</em> doing is something that matters just as much. We are helping attorneys, corporations, and legal teams use advanced technologies in a way that stands up to the scrutiny our industry demands. That mix of exploration and discipline is right in our wheelhouse.</p><p>So, as we close the chapter on a year filled with breakthroughs, experiments, stronger processes, and more than a few “yes, we can do that,” moments, we turned to our leadership team. We asked them what they were most proud of in 2025 and what they are most excited about heading into 2026. Here’s what they had to say:</p>								</div>
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															<img loading="lazy" decoding="async" width="402" height="402" src="https://www.tcdi.com/wp-content/uploads/2025/01/John-OConnor.jpg" class="attachment-large size-large wp-image-39155" alt="John O&#039;Connor" srcset="https://www.tcdi.com/wp-content/uploads/2025/01/John-OConnor.jpg 402w, https://www.tcdi.com/wp-content/uploads/2025/01/John-OConnor-300x300.jpg 300w, https://www.tcdi.com/wp-content/uploads/2025/01/John-OConnor-150x150.jpg 150w" sizes="(max-width: 402px) 100vw, 402px" />															</div>
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					<h2 class="elementor-heading-title elementor-size-default">John O'Connor | President</h2>				</div>
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									<div data-olk-copy-source="MessageBody"><p>This past year, we&#8217;ve been able to invest in AI hardware, analytics, and expertise which has allowed us to successfully make the jump from experimenting with AI to integrating and implementing it effectively. While that’s exciting, the thing I’m most proud of this year is being part of this team. It’s a unique group made up of smart people that really care about our clients and are willing to do whatever it takes to complete the mission.</p><p>As for next year, I&#8217;m looking forward to seeing all the pieces that Bill Johnson, our Founder and CEO, has brought together. I truly believe that we’ll be able to continue pushing boundaries and do something extraordinary.   </p><p><a href="https://www.tcdi.com/team/john-oconnor/">Learn more about John &gt;</a></p></div>								</div>
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															<img loading="lazy" decoding="async" width="320" height="400" src="https://www.tcdi.com/wp-content/uploads/2025/02/Caragh-headshot-2025-web.jpg" class="attachment-large size-large wp-image-40080" alt="Caragh Landry" srcset="https://www.tcdi.com/wp-content/uploads/2025/02/Caragh-headshot-2025-web.jpg 320w, https://www.tcdi.com/wp-content/uploads/2025/02/Caragh-headshot-2025-web-240x300.jpg 240w" sizes="(max-width: 320px) 100vw, 320px" />															</div>
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					<h2 class="elementor-heading-title elementor-size-default">Caragh Landry | Chief Legal Process Officer</h2>				</div>
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									<p>This year we showed clients what GenAI can achieve, delivered solutions that addressed real problems, and learned a lot from clients and partners about where GenAI and eDiscovery are heading.</p><p>I am also proud of the engagement across TCDI, with so many team members participating in GenAI training and building new skills. In 2026, the priority will be focused on expanding internal development, strengthening partner and client relationships, and finding new ways for the MSMR team to strengthen AI processes.</p><p>As for next year, I’m most looking forward to rapid prototype creation in TCDI’s TechLab. Over the last two years we have invested time and resources to build a real space for experimentation, and with new tools available, the TechLab will be able to move ideas from concept to testing to implementation much faster.</p><p><a href="https://www.tcdi.com/team/caragh-landry/">Learn more about Caragh &gt;</a></p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Dave York | Chief Client Officer</h2>				</div>
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									<p>This year we continued turning new ideas, especially around GenAI, from proofs of concept into real, impactful projects. We recognized early that GenAI and emerging technologies require a holistic approach that integrates security, data, processes, and people.</p><p>That’s why our external partnerships and our team’s development of GenAI-powered SMART data processing is grounded in a disciplined, problem-solving mindset rather than a rush to follow trends. Our commitment to process-driven AI has remained, and will continue to remain, a defining strength.</p><p>Looking ahead to 2026, I’m energized by how the lessons learned this year will accelerate our progress and by the initiatives already underway to refine how we work, collaborate, and innovate.</p><p><a href="https://www.tcdi.com/team/david-york/">Learn more about Dave &gt;</a></p>								</div>
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															<img loading="lazy" decoding="async" width="640" height="589" src="https://www.tcdi.com/wp-content/uploads/2022/05/GinnyGonzalez-1-1024x942.jpg" class="attachment-large size-large wp-image-31287" alt="Ginny Gonzalez" srcset="https://www.tcdi.com/wp-content/uploads/2022/05/GinnyGonzalez-1-1024x942.jpg 1024w, https://www.tcdi.com/wp-content/uploads/2022/05/GinnyGonzalez-1-300x276.jpg 300w, https://www.tcdi.com/wp-content/uploads/2022/05/GinnyGonzalez-1-768x706.jpg 768w, https://www.tcdi.com/wp-content/uploads/2022/05/GinnyGonzalez-1-1536x1412.jpg 1536w, https://www.tcdi.com/wp-content/uploads/2022/05/GinnyGonzalez-1-2048x1883.jpg 2048w" sizes="(max-width: 640px) 100vw, 640px" />															</div>
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					<h2 class="elementor-heading-title elementor-size-default">Ginny Gonzalez | Chief Revenue Officer</h2>				</div>
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									<div data-olk-copy-source="MessageBody"><p>This year felt like a real turning point for our team. We stayed grounded in what we do best: listening to our clients. We asked the kinds of questions that helped us understand not just their AI challenges, but how they’re prioritizing, budgeting, and navigating constant change.</p><p>What makes me proud is how everyone, from client services to our SMEs and from sales and relationship management to leadership, came together. It truly became a full-team effort to support clients in a fast-moving environment. We saw early that AI would reshape our world, so we put in the work. And because we spent the last few years evaluating tools, building processes, and becoming experts, we’re now the team clients proactively seek out for guidance.</p><p>And the maturity and consistency of our sales and relationship teams stood out again. In an industry defined by turnover and acquisitions, our long-term approach continues to build the kind of trust that keeps clients with us for more than a decade on average. It’s a reflection of the culture we’ve built at TCDI, and it’s momentum I’m excited to carry into 2026.</p><p><a href="https://www.tcdi.com/team/ginny-gonzalez/">Learn more about Ginny &gt;</a></p></div>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Cody Bennett | Head of AI Research</h2>				</div>
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									<p>This year we’ve helped create clarity. We helped our clients understand how the critical pieces of modern AI systems really work, why retrieval quality matters, and what separates a quick demo from a production-grade legal solution. Through shared language, cross-team education, and early technical piloting, we are building the alignment and confidence needed to move into the next stage of AI development.</p><p>Looking ahead to 2026, I’m most excited about turning these foundations into real production power: deploying prompt + enhanced RAG workflows over tens of millions of documents, training our own models so they reflect institutional knowledge and the style for how the models “answer,” and advancing toward orchestrated, multi-engine and agentic retrieval systems that help users move from question to answer with far more transparency and reliability.</p><p>We’ve put the core pieces on the table, and next year is when they further differentiate us.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Emily Fedeles Czebiniak | Senior VP, Emerging Technologies</h2>				</div>
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									<p>This year, I am proud of how we built real momentum around emerging technologies at TCDI. We moved beyond exploration and into real delivery. We identified areas for automation, advanced analytics, and next-gen tools and put them into production to create measurable value for our clients.</p><p>What excites me most about 2026 is our position. We’re no longer just tracking what’s possible. We’re doing the work and are well positioned to operationalize at scale. The opportunities ahead for innovative client-facing solutions feel bigger and more tangible than ever. Being part of shaping those solutions, and helping the business navigate both the upside and the responsibility that comes with them, is a challenge I can’t wait to dig into.</p><p><a href="https://www.tcdi.com/team/emily-fedeles-czebiniak/">Learn more about Emily &gt;</a></p>								</div>
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															<img loading="lazy" decoding="async" width="640" height="896" src="https://www.tcdi.com/wp-content/uploads/2025/12/Scott-Toth.jpg" class="attachment-large size-large wp-image-47903" alt="Scott Toth" srcset="https://www.tcdi.com/wp-content/uploads/2025/12/Scott-Toth.jpg 714w, https://www.tcdi.com/wp-content/uploads/2025/12/Scott-Toth-214x300.jpg 214w" sizes="(max-width: 640px) 100vw, 640px" />															</div>
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					<h2 class="elementor-heading-title elementor-size-default">Scott Toth | Chief Financial Officer</h2>				</div>
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									<p>For 2025, I am proud of how we coalesced around a practical, process-centered approach to AI in the eDiscovery space. We’ve done a great job finding ways to leverage the investments we made in AI technology, improve efficiency, and deliver real value for our clients.</p><p>In 2026, I am excited to build on the foundations laid in 2025. The work we did this year has created several promising revenue streams, and we now have a solid line of sight into how these efforts can support continued growth. We’ve built momentum and are well positioned to carry it forward.</p>								</div>
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															<img loading="lazy" decoding="async" width="408" height="444" src="https://www.tcdi.com/wp-content/uploads/2021/01/Anthony-e1765914908610.jpg" class="attachment-large size-large wp-image-28245" alt="Anthony Klier" srcset="https://www.tcdi.com/wp-content/uploads/2021/01/Anthony-e1765914908610.jpg 408w, https://www.tcdi.com/wp-content/uploads/2021/01/Anthony-e1765914908610-276x300.jpg 276w" sizes="(max-width: 408px) 100vw, 408px" />															</div>
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					<h2 class="elementor-heading-title elementor-size-default">Anthony Klier | Chief Compliance Officer</h2>				</div>
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									<div data-olk-copy-source="MessageBody"><p>At this time of year, it is appropriate to look back on the team’s accomplishments and plan for the future. This year the team continued to successfully protect our client’s data in the face of emerging threats. We upgraded our technical controls and added expertise to our teams. We also moved forward with a new independent third-party evaluation which will add an additional layer of protection to the data entrusted to us.</p><p>TCDI also continued with its AI initiatives. The Security and Compliance team worked closely with the AI team to ensure that security was built in by design and that we were in compliance with all contractual requirements.  </p><p>In looking forward to 2026, I am very excited by the trend in client InfoSec assessments to use AI to greatly speed up the audit/assessment process. This is making a tremendous difference for both us and our clients.</p><p>On our side, we can upload our latest SOC 2 report, pen tests and policies. These are automatically reviewed by AI and used to answer a large number of questions that would normally need to be answered one by one. What remains is a much smaller subset of questions related directly to the technical specifics of the project. This allows us to complete the assessment process much more quickly.</p><p>On the client side, we are seeing a much faster approval process. Approvals that in the past may have taken months, now take a week or so. This allows us to be more responsive and focus on the specific requirements that are most important to us and our clients.</p><p>In addition to these positive changes, I would be remiss if I didn’t point out that I also greatly look forward to the things that I hope don’t occur. I look forward to a year of no breaches and no surprises.  Sometimes you are extremely thankful for the things that just don’t happen.</p><p>Over two thousand years ago, Confucius said, “Success depends upon previous preparation.” This is as true today as it was then and I look forward to the future with great anticipation knowing the preparations TCDI has made. I wish you all a very happy and safe New Year. </p><p><a href="https://www.tcdi.com/team/anthony-klier/">Learn more about Anthony &gt;</a></p></div>								</div>
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			January 15, 2026		</span>
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			August 5, 2025		</span>
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		<p>The post <a href="https://www.tcdi.com/building-momentum-in-2025-reflections-from-tcdis-leadership/">Building Momentum in 2025: Reflections from TCDI’s Leadership</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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			<dc:creator>Karl Schieneman</dc:creator></item>
		<item>
		<title>Bridging Innovation and Efficiency: New Approaches to Managing Risk, Burden, and Spend</title>
		<link>https://www.tcdi.com/bridging-innovation-and-efficiency-new-approaches-to-managing-risk-burden-and-spend/</link>
		
		
		<pubDate>Thu, 04 Dec 2025 19:14:42 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[eDiscovery]]></category>
		<category><![CDATA[Events]]></category>
		<category><![CDATA[Author - Gibeault]]></category>
		<category><![CDATA[events]]></category>
		<category><![CDATA[GenAI]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=47287</guid>

					<description><![CDATA[<p>At the Consero Litigation Forum, I had the privilege of moderating a Knowledge Bridge discussion titled “New Approaches to Managing Risk, Burden, and Spend.” The</p>
<p>The post <a href="https://www.tcdi.com/bridging-innovation-and-efficiency-new-approaches-to-managing-risk-burden-and-spend/">Bridging Innovation and Efficiency: New Approaches to Managing Risk, Burden, and Spend</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></description>
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									<p>At the <a href="https://consero.com/">Consero Litigation Forum</a>, I had the privilege of moderating a Knowledge Bridge discussion titled <em>“New Approaches to Managing Risk, Burden, and Spend.”</em> The session brought together 38 corporate legal leaders for a thoughtful, forward-looking conversation about how legal departments are adapting. Not just to cut costs and reduce risk, but to innovate in a sustainable way.</p><p>What emerged was a candid discussion about how artificial intelligence (AI), Lean Six Sigma, and a culture of continuous improvement are redefining the practice of law itself.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The AI Conversation Everyone’s Having</h2>				</div>
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									<p>It’s no surprise that <a href="https://www.tcdi.com/why-should-ediscovery-teams-care-about-gen-ai/">artificial intelligence</a> was front and center. Legal departments are all at different stages of their journey. Some are fully integrating AI into their everyday work, while others remain in pilot phases or watching from the sidelines.</p><p>Several attendees shared that their organizations have now received clear direction from leadership: to implement AI to drive measurable efficiency. We heard examples ranging from legal playbooks to supply chain management and M&amp;A due diligence to contract drafting pilots.</p><p>Others were more cautious, raising questions about <a href="https://www.tcdi.com/inclusive-intelligence-the-human-side-of-ai-in-legal/">governance</a>, data security, and reliability. Still, everyone agreed on one thing: AI is here to stay, and the conversation has shifted from <em>“Should we use it?”</em> to <em>“How do we use it responsibly and effectively?”</em></p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Looking Back to See What’s Ahead</h2>				</div>
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									<p>To put today’s transformation into perspective, I shared an example that resonated strongly with the group, which was the evolution of Shepardizing. Not long ago, attorneys spent hours flipping through Shepard’s books, manually updating citations and case histories. Then <a href="https://www.lexisnexis.com/documents/LawSchoolTutorials/20081015085048_large.pdf">LexisNexis digitized the process</a>, fundamentally changing how legal research was done.</p><p>That shift didn’t make attorneys less valuable. It made them more effective. They could focus on strategy instead of manual updates. <a href="https://www.tcdi.com/people-centric-ai-why-human-in-the-loop-matters-in-ediscovery/">AI is the next version of that story</a>. Just as Shepardizing moved from print to digital, AI represents the next step in how legal professionals access, analyze, and act on information. The goal hasn’t changed. It’s still about making better, faster, and more informed decisions.</p>								</div>
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															<img loading="lazy" decoding="async" width="1024" height="768" src="https://www.tcdi.com/wp-content/uploads/2025/12/Consero-Coral-Gables-Nov-2025-14.jpg" class="attachment-full size-full wp-image-47288" alt="Consero Litigation Forum - November 2025" srcset="https://www.tcdi.com/wp-content/uploads/2025/12/Consero-Coral-Gables-Nov-2025-14.jpg 1024w, https://www.tcdi.com/wp-content/uploads/2025/12/Consero-Coral-Gables-Nov-2025-14-300x225.jpg 300w, https://www.tcdi.com/wp-content/uploads/2025/12/Consero-Coral-Gables-Nov-2025-14-768x576.jpg 768w" sizes="(max-width: 1024px) 100vw, 1024px" />															</div>
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					<h2 class="elementor-heading-title elementor-size-default">GC AI and the Next Wave of Legal Technology</h2>				</div>
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									<p>Several participants shared their early experiences with GC AI, a new Generative AI platform gaining traction in the legal community. Many spoke enthusiastically about how it helps synthesize large datasets, summarize complex matters, and produce reliable first drafts, especially in areas like document creation and research assistance.</p><p>The tone in the room reflected a growing comfort with AI. The consensus was that tools like GC AI, when used with proper governance, are proving themselves as a reliable assistant. It’s not replacing people, it’s helping them move faster and work smarter.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Lean Six Sigma: The Process that Keeps Innovation Grounded</h2>				</div>
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									<p>While technology was front and center, I emphasized that true innovation depends on <a href="https://www.tcdi.com/lean-today-strong-tomorrow-how-legal-teams-stay-efficient-in-an-evolving-world/">strong process foundations</a>. At TCDI, more than 70% of our team is certified in Lean Six Sigma at one level or another. And that’s not a vanity metric. It’s how we make sure technology gets applied with purpose, not just enthusiasm.</p><p>Lean Six Sigma offers the structure to measure progress, analyze data, and keep improving every day. It turns ideas into sustainable change instead of quick wins that aren’t sustainable.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Managing Risk, Burden, and Spend in a Smarter Way</h2>				</div>
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									<p>The discussion also reinforced that while the tools may be new, the fundamentals haven’t changed. Legal teams still want to minimize risk, reduce burden, and control spend. The difference is in how they do it. With AI and process management, teams can anticipate problems earlier, balance workloads more effectively, and demonstrate real business value through data and outcomes rather than intuition alone.</p><p>Across the group, there was a shared optimism that when innovation is done right, it can elevate the legal function from a reactive cost center to a proactive strategic partner.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Final Thoughts</h2>				</div>
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									<p>Moderating this Knowledge Bridge reminded me how cyclical (and yet progressive) change in the legal profession truly is. We’ve gone from Shepardizing with books to Shepardizing in databases, from fax machines to cloud collaboration, and now to <a href="https://www.tcdi.com/legal-services/process-driven-ai-solutions/">intelligent automation</a>. Each wave of innovation has redefined what efficiency and insights look like for legal professionals.</p><p>The real challenge ahead isn’t whether to embrace AI. It’s how to do it thoughtfully, with structure, ethics, and trust leading the way. The legal leaders who master that balance will not only manage risk, burden, and spend more effectively, they’ll shape the next chapter of legal innovation itself.</p>								</div>
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															<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2024/10/RMG-41-150x150.jpeg" class="attachment-thumbnail size-thumbnail wp-image-37916" alt="Michael Gibeault" srcset="https://www.tcdi.com/wp-content/uploads/2024/10/RMG-41-150x150.jpeg 150w, https://www.tcdi.com/wp-content/uploads/2024/10/RMG-41-300x300.jpeg 300w, https://www.tcdi.com/wp-content/uploads/2024/10/RMG-41-768x768.jpeg 768w, https://www.tcdi.com/wp-content/uploads/2024/10/RMG-41.jpeg 1024w" sizes="(max-width: 150px) 100vw, 150px" />															</div>
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									<p>Michael Gibeault</p>								</div>
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									<p>Share article:</p>								</div>
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									<p>As Senior VP, Legal Services, Michael works closely with corporate legal and law firm clients alike, providing forensics, eDiscovery, and managed document review solutions while managing  a team of Legal Services Directors. Michael&#8217;s tenured career has focused on supporting clients with creative and cost-effective solutions that rely on cutting-edge technology and highly skilled legal professionals.</p><p><a href="https://www.tcdi.com/team/michael-gibeault/">Learn more about Michael &gt;</a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/bridging-innovation-and-efficiency-new-approaches-to-managing-risk-burden-and-spend/">Bridging Innovation and Efficiency: New Approaches to Managing Risk, Burden, and Spend</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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			<dc:creator>Karl Schieneman</dc:creator><enclosure length="1994308" type="application/pdf" url="https://www.lexisnexis.com/documents/LawSchoolTutorials/20081015085048_large.pdf"/><itunes:explicit>no</itunes:explicit><itunes:subtitle>At the Consero Litigation Forum, I had the privilege of moderating a Knowledge Bridge discussion titled “New Approaches to Managing Risk, Burden, and Spend.” The The post Bridging Innovation and Efficiency: New Approaches to Managing Risk, Burden, and Spend appeared first on TCDI.</itunes:subtitle><itunes:author>Karl Schieneman</itunes:author><itunes:summary>At the Consero Litigation Forum, I had the privilege of moderating a Knowledge Bridge discussion titled “New Approaches to Managing Risk, Burden, and Spend.” The The post Bridging Innovation and Efficiency: New Approaches to Managing Risk, Burden, and Spend appeared first on TCDI.</itunes:summary><itunes:keywords>ediscovery,electronic,discovery,predictive,coding,electronic,data,discovery</itunes:keywords></item>
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		<title>We Are Committed: To Our People, To Our Clients, and To Innovation</title>
		<link>https://www.tcdi.com/we-are-committed/</link>
		
		
		<pubDate>Tue, 02 Dec 2025 16:31:37 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[Culture]]></category>
		<category><![CDATA[committed]]></category>
		<category><![CDATA[we are]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=47260</guid>

					<description><![CDATA[<p>As we wrap up the year, it feels fitting to highlight a theme that shows up everywhere at TCDI: commitment.  This month’s submissions paint a</p>
<p>The post <a href="https://www.tcdi.com/we-are-committed/">We Are Committed: To Our People, To Our Clients, and To Innovation</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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									<p>As we wrap up the year, it feels fitting to highlight a theme that shows up everywhere at TCDI: commitment. </p><p>This month’s submissions paint a real picture of what commitment looks like. Sometimes, it’s decades of refining code and carrying institutional memory like a badge of honor. Sometimes, it’s choosing stability in a life that rarely offers it and finding a company that stands behind you. Sometimes, it’s joining the team and immediately seeing that people are invested in your success before you have even stepped through the door. As always, our people say it best, so let’s close out the year with their voices leading the way.</p>								</div>
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															<img loading="lazy" decoding="async" width="172" height="229" src="https://www.tcdi.com/wp-content/uploads/2025/12/John-Steger.jpg" class="attachment-large size-large wp-image-47262" alt="John Steger" />															</div>
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					<h2 class="elementor-heading-title elementor-size-default">John Steger | Senior Programmer &amp; Analyst <br><em>Research and Development Team </em></h2>				</div>
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									<div data-olk-copy-source="MessageBody"><p>In software engineering, true commitment isn&#8217;t just about writing code; it’s about living with it. Over the past 20 years at TCDI, I’ve had the unique privilege of witnessing our systems evolve from their early iterations to the robust platforms they are today. Committing to a place for the long haul means more than shipping features and moving on. It’s about building a foundation, owning your architectural decisions, and constantly refining them to meet new challenges.</p><p>To me, commitment means adaptability. I’ve seen the technology landscape shift dramatically over my 40-year career, but the goal remains the same: solving real problems for our users. Staying with this company hasn&#8217;t meant standing still either. Rather, I’ve had the opportunity to evolve alongside a team I trust, ensuring that the institutional knowledge we’ve built translates into better, more reliable software for the future.</p><p><a href="https://www.tcdi.com/team/john-steger/">Learn more about John &gt;</a></p></div>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Meredith Specht | MSMR Team Lead <br><em>Document Review Team </em></h2>				</div>
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									<div data-olk-copy-source="MessageBody"><p>As a military spouse, much of our lives are unpredictable and ever-changing. As a result, commitment is a key aspect to navigating the hardships we face. We see our spouse’s commitment to the military and our country. We have a commitment to support our spouse and family through all that military life entails (deployments, moves, separation from family and friends). We see commitment in others through the support of our family, friends, and country. I have also seen commitment throughout my time working for TCDI.</p><p>TCDI has consistently shown its commitment to the military community and military spouses. I am extremely grateful to work for a company that values our military and military spouses. TCDI has supported me and my family through three moves, countless training exercises, military travel/school, and the variable nature of military life. This commitment to military spouses and the MSMR program has allowed me to support my family throughout my husband’s military service.</p></div>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Niki Smith | Software Testing Manager <br><em>Quality Engineering Team </em></h2>				</div>
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									<div data-olk-copy-source="MessageBody"><p>As an equestrian, committed means a lot of things: committing to late nights, even earlier mornings, committing to ensuring the horse before the sport, etc. But here at TCDI it means so much more. <br /><br />Committed means making sure all the players are in the room, and that everyone understands all the pieces so we have the best software and solutions going out for our clients. It means that we have on-call staffing for support, developers searching for best possible solutions, and a testing team committed to ensuring defects are found before going to production. <br /><br />Committed is a well-rounded company goal with a world of possibilities.</p></div>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Eric Toder | Vice President, Legal Services <br><em>Business Development Team </em></h2>				</div>
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									<p>What does Committed at TCDI mean? For me, committed at TCDI began before I even started.</p><p>My interview process was fast and furious as I met with every leader and potential teammate that was necessary over a 2-week period. While we got to meet each other over numerous Teams calls, I learned as much as I could about TCDI, the culture, capabilities, client and project management support, and plans for growth. I saw that they were committed to bringing me on board and making sure that I would have what I needed to be successful.</p><p>Committed continued throughout the 2-week Onboarding process, from spending face-to-face time with various team leaders to learning the necessary systems and processes required to do my job. We followed an ambitious agenda during 3 days in Greensboro, NC that included Teams calls introductions, on time meal and coffee breaks and dinners that included time with our Founder, Bill Johnson.</p><p>After nearly six months of being at TCDI that Commitment has only strengthened as I have seen firsthand how quickly and thoroughly leadership has responded to my needs and requests, always in doing what’s best for the client. I see the commitment to honoring opinions and viewpoints that may be different but never ignored or dismissed. And I have seen the commitment to supporting the Business Development team to equip us with the tools, support, and resources to meet our collective goals.</p><p>I am committed to making sure that all the effort and time that has been dedicated to support me and our clients is considered worth the investment that was made.</p><p><a href="https://www.tcdi.com/team/eric-toder/">Learn more about Eric &gt;</a></p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Learn More About TCDI</h3>				</div>
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				<a class="elementor-post__thumbnail__link" href="https://www.tcdi.com/we-are-bold/" tabindex="-1" ><div class="elementor-post__thumbnail"><img loading="lazy" decoding="async" width="300" height="157" src="https://www.tcdi.com/wp-content/uploads/2026/01/We-Are-Bold-Monthly-Theme-300x157.jpg" class="attachment-medium size-medium wp-image-48846" alt="We Are Bold" srcset="https://www.tcdi.com/wp-content/uploads/2026/01/We-Are-Bold-Monthly-Theme-300x157.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/01/We-Are-Bold-Monthly-Theme-768x401.jpg 768w, https://www.tcdi.com/wp-content/uploads/2026/01/We-Are-Bold-Monthly-Theme.jpg 800w" sizes="(max-width: 300px) 100vw, 300px" /></div></a>
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			<a href="https://www.tcdi.com/we-are-bold/" >
				We Are Bold: Taking on Challenges to Create Meaningful Solutions			</a>
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			January 15, 2026		</span>
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				<a class="elementor-post__thumbnail__link" href="https://www.tcdi.com/we-are-inclusive/" tabindex="-1" ><div class="elementor-post__thumbnail"><img loading="lazy" decoding="async" width="300" height="157" src="https://www.tcdi.com/wp-content/uploads/2025/11/We-are-Inclusive-300x157.jpg" class="attachment-medium size-medium wp-image-46233" alt="We are Inclusive" srcset="https://www.tcdi.com/wp-content/uploads/2025/11/We-are-Inclusive-300x157.jpg 300w, https://www.tcdi.com/wp-content/uploads/2025/11/We-are-Inclusive-768x401.jpg 768w, https://www.tcdi.com/wp-content/uploads/2025/11/We-are-Inclusive.jpg 800w" sizes="(max-width: 300px) 100vw, 300px" /></div></a>
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		<p>The post <a href="https://www.tcdi.com/we-are-committed/">We Are Committed: To Our People, To Our Clients, and To Innovation</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></content:encoded>
					
		
		
			<dc:creator>Karl Schieneman</dc:creator></item>
		<item>
		<title>Gathering at the eDiscovery Table: A Thanksgiving-Themed Recap of AEDI 2025</title>
		<link>https://www.tcdi.com/gathering-at-the-ediscovery-table-a-thanksgiving-themed-recap-of-aedi-2025/</link>
		
		
		<pubDate>Wed, 26 Nov 2025 19:01:27 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[eDiscovery]]></category>
		<category><![CDATA[Events]]></category>
		<category><![CDATA[Author - Adams]]></category>
		<category><![CDATA[events]]></category>
		<category><![CDATA[GenAI]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=47224</guid>

					<description><![CDATA[<p>As the holiday season begins and we prepare to gather around our tables, Georgetown Law Advanced eDiscovery Institute (AEDI) 2025 felt a bit like a</p>
<p>The post <a href="https://www.tcdi.com/gathering-at-the-ediscovery-table-a-thanksgiving-themed-recap-of-aedi-2025/">Gathering at the eDiscovery Table: A Thanksgiving-Themed Recap of AEDI 2025</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="47224" class="elementor elementor-47224" data-elementor-post-type="post">
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									<p>As the holiday season begins and we prepare to gather around our tables, <a href="https://web.cvent.com/event/1b81c9b2-ba04-43a6-91f5-6e84685b03be/summary">Georgetown Law Advanced eDiscovery Institute (AEDI) 2025</a> felt a bit like a pre-Thanksgiving feast for the legal and eDiscovery community. It delivered a spread overflowing with insights, innovations, debates, and more than a few moments to savor. Instead of turkey and stuffing, the conference served up heaping portions of AI, case law, data strategy, and forward-thinking discussions that left attendees feeling grateful (and full) of practical takeaways.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The Full Spread of eDiscovery Insights</h2>				</div>
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				<section class="elementor-section elementor-top-section elementor-element elementor-element-1a0180d elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="1a0180d" data-element_type="section">
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									<p>Unsurprisingly, eight of the sessions referenced AI in the title or description, which tells you just how sweeping the topic has become.  Just as families argue over whether stuffing belongs in the turkey (heads up, it should be on the side), the debate around <a href="https://www.tcdi.com/legal-services/process-driven-ai-solutions/">when and how to use AI</a> was as lively as any dinner table could be.   </p><p>Among the cornucopia of topics were conversations on how GenAI supports witness profiles, chronologies, and case-building, all with a generous helping of practical tips. We were able to hear expert perspectives and predictions on a mix of AI issues impacting eDiscovery, including:</p><ul><li>The impact of AI on privilege: is there privilege between a non-attornies and AI?</li><li>Are prompts protected work product?</li><li>Should communications with AI be logged?</li><li>Is AI-generated content a business record? If so, who is the custodian?</li><li>What is the discovery and liability impact with the shift to Agentic AI?</li></ul><p>And layered across these conversations was a new reality that came through loud and clear. Courts expect companies to understand how their AI tools create, store, and manage data. There is no holiday-week grace period on this one. If AI touches your workflow, you will be expected to account for it during litigation. </p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The "Side Dishes" Were Just as Good</h2>				</div>
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					<h3 class="elementor-heading-title elementor-size-default">Modern Data Types Are Outpacing Old Processes</h3>				</div>
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									<p>Legacy discovery playbooks simply can’t keep up with mobile-first workflows, collaboration platforms, and apps that spin up ephemeral messages faster than Aunt Linda can derail a dinner conversation. These modern data types demand updated strategies and a willingness to rethink collection from the ground up.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Sanctions Risk Is Rising</h3>				</div>
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									<p>Judges didn’t mince words. Their patience for poor preservation or incomplete collections is about as thin as the last slice of pumpkin pie. Defensible processes aren’t optional anymore.</p><p>Automated collection efforts are quickly becoming the expected baseline, and the bench is paying close attention. Think of it as the eDiscovery version of being told to tidy up before guests arrive, only to realize this year the judges are also checking the closets.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Privacy, Security, and eDiscovery Are Converging</h3>				</div>
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									<p>Another consistent thread was the merging of regulatory, cybersecurity, and litigation demands. What used to be three separate conversations is now coming together, much like the turkey sandwich you assemble on a roll. Clients need coordinated “Data Risk” strategies that treat privacy, security, retention, and discovery as parts of the same sandwich. Teams that approach these issues in isolation will find themselves playing catch-up.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Technology Fluency Is the New Competitive Edge</h3>				</div>
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									<p>One of the biggest themes at AEDI was the widening skills gap. Legal teams are expected to understand data, AI, modern workflows, and the technologies that support all of it. The future belongs to hybrid talent: part attorney, part technologist, part data strategist.</p><p>The takeaway was simple. Invest in upskilling, training, and legal-tech literacy across all departments. Knowledge really is the main course.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Last but Not Least</h3>				</div>
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									<p>And of course we couldn’t forget the traditional eDiscovery topics.  It seemed a bit like the beloved family member showing up unexpectedly (if you consider managing exploding data sizes and deep dives on MDL Discovery to be beloved topics!).</p><p>I’d be remiss if I didn’t give a special shout-out to one session that sounded like Grandma’s Secret recipe passed down through the generations. “Preservation Pickles” will be my favorite session name for a long time.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Exercising our eDiscovery Muscles</h2>				</div>
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									<p>We weren’t just eating up the discussions either. Just like the Thanksgiving morning Turkey Trot, there were multiple learning labs that provided a hands-on experience with GenAI tools, giving an opportunity to try, test, and exercise our muscles with the latest tech reshaping discovery workflows. I for one walked away a little tired yet surprisingly energized.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">What I'm Thankful For</h2>				</div>
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									<p>I am thankful that conferences like Georgetown AEDI exist and create an earnest exchange of ideas. I am thankful that our eDiscovery community can have candid discussions about technology and how it impacts people and processes. And, just as important, I am thankful for everyone that is accepting of (my) bad puns.</p>								</div>
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															<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2025/02/NedUpdated-Headshot-web-150x150.jpg" class="attachment-thumbnail size-thumbnail wp-image-40083" alt="Ned Adams" />															</div>
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									<p>Ned Adams</p>								</div>
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									<p>Share article:</p>								</div>
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									<p>Ned has been fostering partnerships and helping clients tackle complex legal matters with TCDI for over two decades. He is passionate about building personal connections with clients to better understand their challenges and develop innovative eDiscovery solutions.</p><p>Regardless of the size, complexity, or duration of a matter, Ned leverages his project management experience to help clients navigate a successful solution. He guides organizations and law firms through every step of the EDRM, ensuring their matters are handled as smoothly as possible. As a Lean Six Sigma Green Belt, he thrives on developing workflows and processes that maximize efficiency, reducing time and cost for our clients. <a href="https://www.tcdi.com/team/ned-adams/">Learn more about Ned.</a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/gathering-at-the-ediscovery-table-a-thanksgiving-themed-recap-of-aedi-2025/">Gathering at the eDiscovery Table: A Thanksgiving-Themed Recap of AEDI 2025</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></content:encoded>
					
		
		
			<dc:creator>Karl Schieneman</dc:creator></item>
		<item>
		<title>Defensible Data Management: Lessons Learned from the Sound Around v. Friedman Case</title>
		<link>https://www.tcdi.com/defensible-data-management-lessons-learned-from-the-sound-around-v-friedman-case/</link>
		
		
		<pubDate>Tue, 18 Nov 2025 17:22:07 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[eDiscovery]]></category>
		<category><![CDATA[Industry News and Trends]]></category>
		<category><![CDATA[Author - Fedeles Czebiniak]]></category>
		<category><![CDATA[Author - McPherson]]></category>
		<category><![CDATA[data management]]></category>
		<category><![CDATA[Industry News]]></category>
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		<guid isPermaLink="false">https://www.tcdi.com/?p=46667</guid>

					<description><![CDATA[<p>It’s easy to think discovery problems only happen to other teams. Some organizations assume their data is organized enough, or that they’ll be able to</p>
<p>The post <a href="https://www.tcdi.com/defensible-data-management-lessons-learned-from-the-sound-around-v-friedman-case/">Defensible Data Management: Lessons Learned from the Sound Around v. Friedman Case</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="46667" class="elementor elementor-46667" data-elementor-post-type="post">
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									<p>It’s easy to think discovery problems only happen to other teams. Some organizations assume their data is organized enough, or that they’ll be able to find what they need when the time comes. <a href="https://ediscoverytoday.com/2025/10/30/oral-motion-for-production-of-data-granted-by-court-ediscovery-case-law/">The <em>Sound Around, Inc. v. Friedman</em> decision</a> shows how quickly that confidence can disappear. When a company failed to identify one of its core data systems, the court made clear that “we didn’t know” isn’t an acceptable answer.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">What Happened in Sound Around v. Friedman?</h2>				</div>
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									<p>In <a href="https://law.justia.com/cases/federal/district-courts/new-york/nysdce/1:2024cv01986/617653/175/"><em>Sound Around, Inc. v. Friedman</em> (S.D.N.Y., Oct. 2025)</a>, the producing party failed to identify and produce data from its Data Warehouse, which stored key information such as sales, tariffs, expenses, and commission data. When questioned, they claimed they didn’t realize the system contained relevant information or that they were required to produce “raw data” from it. The court didn’t agree.</p><p>Judge Katharine H. Parker made her position clear:</p>								</div>
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									<p>“Sound Around’s counsel is absolutely wrong that it is/was not required to produce responsive information stored as data in systems over which it has custody and control. Federal Rule of Civil Procedure 34 has long required responding parties to conduct a reasonable search for documents and information relevant to the claims and defenses.</p>								</div>
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									<p>The court also pointed to counsel’s duty to remain competent with both technology and the <a href="https://www.uscourts.gov/forms-rules/current-rules-practice-procedure/federal-rules-civil-procedure">rules of civil procedure</a>. In other words, it’s not enough to rely on IT or assume eDiscovery platforms will handle everything automatically. Legal teams are expected to understand the systems that hold their clients’ data and ensure those systems are properly searched.</p><p>The court’s message was straightforward: discovery obligations reach every system that holds relevant business information. If data helps the organization function, it falls within scope. That includes databases, CRMs, accounting platforms, and reporting tools, among others.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">What This Means for Legal Teams </h3>				</div>
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									<p>Cases like this don’t happen because people stop caring. They happen because data environments keep growing, and it takes time to pause and clean them up. Over time, systems overlap, ownership blurs, and knowledge fades. And when discovery hits, it can be hard to say with certainty what’s where.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Building Defensible Data Management Practices</h2>				</div>
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									<p>The solution isn’t complicated. It starts with knowing what data you have and keeping it organized. TCDI’s approach to defensible process management borrows from <a href="https://www.tcdi.com/lean-today-strong-tomorrow-how-legal-teams-stay-efficient-in-an-evolving-world/">Lean Six Sigma</a>’s 5S framework. It’s simple but effective.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Sort: Identify and Evaluate Data Assets </h3>				</div>
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									<p>You can begin by taking inventory. Create a centralized list of where data lives, who owns it, and how it’s used. Once that’s done, tag each source as active, archived, or obsolete, and verify whether it still supports current business or legal needs. By removing redundant or outdated information, you reduce risk, improve focus, and make discovery more manageable.</p><p><strong><span style="color: #2dbec2;">Where to Start:</span></strong> Use automated data mapping or discovery tools to uncover forgotten repositories, duplicate storage, or outdated work product that could create unnecessary exposure.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Set in Order: Organize for Accessibility and Control </h3>				</div>
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									<p>Once you know what to keep, make it easy to find and manage. Establish a logical structure for folders, repositories, and permissions so every dataset has a defined home and owner. Consistent labeling and access rules helps ensure data can be located quickly and handled appropriately.</p><p><strong><span style="color: #2dbec2;">Where to Start:</span></strong> Build a simple data location matrix showing each data category, where it lives, and who is responsible for it.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Shine: Clean, Validate, and Document </h3>				</div>
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									<p>Next, clean up what remains. This step is about accuracy and defensibility. Check metadata, permissions, and completeness to confirm data integrity. Fix any inconsistencies you find, correct mislabeled files, and reconcile duplicates.</p><p><strong><span style="color: #2dbec2;">Where to Start:</span></strong> Record what was corrected or removed and why. Keep that documentation in an accessible location and update it regularly. Transparency during audits or discovery can make all the difference.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Standardize: Establish Rules and Training </h3>				</div>
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									<p>Once your structure is set, make sure it sticks. Define clear naming conventions, retention rules, and access policies. Align them with your organization’s legal and IT requirements. Document these standards and make sure everyone follows them.</p><p><strong><span style="color: #2dbec2;">Where to Start:</span></strong> Publish simple job aids or quick-reference guides and include data-handling standards in onboarding and training so good habits become routine.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Sustain: Monitor, Audit, and Improve </h3>				</div>
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									<p>Finally, build these habits into the organization. Schedule periodic reviews to confirm that data stays accurate, current, and properly classified. Track exceptions and make adjustments as systems or teams evolve.</p><p><strong><span style="color: #2dbec2;">Where to Start:</span></strong> Use dashboards or scorecards to monitor compliance and highlight areas that need attention. Additionally, be sure to recognize teams that consistently maintain clean, defensible data environments.</p>								</div>
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									<p>It’s not flashy work, but it’s the kind of structure that builds confidence and defensibility. A clean, well-documented data environment saves time, reduces risk, and demonstrates control when the court starts asking questions.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The Bottom Line </h2>				</div>
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									<p>Ignorance isn’t bliss, especially in eDiscovery. Courts expect legal teams and their partners to understand their data and be able to produce it when required.</p><p>Take a clear look at your data landscape. Map your systems, clean up what’s stale, and put ownership in place. <em>Sound Around </em>had to learn this lesson in court. If you take time to understand your data, you can avoid the same outcome.</p>								</div>
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															<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2025/12/Emily-Fedeles-Czebiniak-150x150.jpg" class="attachment-thumbnail size-thumbnail wp-image-47993" alt="Emily Fedeles Czebiniak" />															</div>
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									<p>Emily Fedeles Czebiniak</p>								</div>
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									<p>Emily is an attorney with more than 14 years of experience across litigation, eDiscovery, privacy, cybersecurity, and artificial intelligence. At TCDI, she helps shape the company’s technology strategy, focusing on responsible AI governance and the integration of generative AI into innovative workflows. A recognized thought leader in technology and data, Emily regularly shares her insights through speaking engagements and published work.</p><p><a href="https://www.tcdi.com/team/emily-fedeles-czebiniak/">Learn more about Emily &gt;</a></p>								</div>
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															<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2022/05/McPherson_Geoff-150x150.jpg" class="attachment-thumbnail size-thumbnail wp-image-31250" alt="" srcset="https://www.tcdi.com/wp-content/uploads/2022/05/McPherson_Geoff-150x150.jpg 150w, https://www.tcdi.com/wp-content/uploads/2022/05/McPherson_Geoff.jpg 168w" sizes="(max-width: 150px) 100vw, 150px" />															</div>
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									<p>Geoff McPherson</p>								</div>
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									<p>Geoff McPherson serves as the Chief Process Officer at TCDI. Geoff&#8217;s role highlights TCDI&#8217;s commitment to quality as a cultural imperative. As a Lean Six Sigma Master Black Belt, Geoff directs the efforts of TCDI&#8217;s Defensible Process Management Program which encompasses the legal defense of process and Lean Six Sigma. He manages TCDI&#8217;s internal and external continuous process improvement efforts, focusing on litigation technology processes, services, and deliverables. Geoff also conducts Lean Six Sigma training and certification for TCDI&#8217;s employees.</p><p>Prior to joining TCDI, Geoff spent 16 years developing and administering training programs in the industrial and business community, and guiding Lean Six Sigma efforts in industries as varied as manufacturing, financial services and healthcare. He is co-founder of the Lean Six Sigma School at Alamance Community College and has trained and certified over 3,000 students through the curriculum backed by NC State University.</p><p><a href="https://www.tcdi.com/team/geoff-mcpherson/">Learn more about Geoff &gt;</a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/defensible-data-management-lessons-learned-from-the-sound-around-v-friedman-case/">Defensible Data Management: Lessons Learned from the Sound Around v. Friedman Case</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></content:encoded>
					
		
		
			<dc:creator>Karl Schieneman</dc:creator></item>
		<item>
		<title>Reflections on Legal Innovators UK 2025</title>
		<link>https://www.tcdi.com/reflections-on-legal-innovators-uk-2025/</link>
		
		
		<pubDate>Thu, 13 Nov 2025 15:47:09 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[Events]]></category>
		<category><![CDATA[Industry News and Trends]]></category>
		<category><![CDATA[Author - Edler]]></category>
		<category><![CDATA[events]]></category>
		<category><![CDATA[GenAI]]></category>
		<category><![CDATA[Legal Innovators]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=46497</guid>

					<description><![CDATA[<p>I recently spent the day at the Legal Innovators Litigation Day in London with my colleagues, Ginny Gonzalez and David York. While it’s always an</p>
<p>The post <a href="https://www.tcdi.com/reflections-on-legal-innovators-uk-2025/">Reflections on Legal Innovators UK 2025</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></description>
										<content:encoded><![CDATA[		<div data-elementor-type="wp-post" data-elementor-id="46497" class="elementor elementor-46497" data-elementor-post-type="post">
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									<p>I recently spent the day at the <a href="https://www.legalinnovators.co.uk/">Legal Innovators Litigation Day</a> in London with my colleagues, <a href="https://www.tcdi.com/team/ginny-gonzalez/">Ginny Gonzalez</a> and <a href="https://www.tcdi.com/team/david-york/">David York</a>. While it’s always an engaging event, something was different this year. The conversations were louder, but the conviction wasn’t.</p><p>When a firm the size of CMS admits it’s still “working it out,” in reference to GenAI, that rather says it all. When it comes to emerging technologies, the market is still trying to find its footing, and that’s perfectly fine.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The Industry Is Running, But From What, Exactly?</h2>				</div>
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									<p>One speaker compared the industry to runners escaping a bear. The problem is, no one seemed entirely sure what the bear actually was. I guess ultimately it’s survival, but in the interim, is it change? New competitors? Regulation? Or clients who’ve decided they can do it themselves?</p><p>More interesting is the perception that some organisations seemed more focused on merely running with the pack rather than building genuine capability. Whilst the analogy is understood, the reality is that firms appear to be running in lots of different directions, not knowing where it might lead, and whatever the threat may be, the industry is jogging briskly and hoping for the best.</p>								</div>
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															<img loading="lazy" decoding="async" width="507" height="329" src="https://www.tcdi.com/wp-content/uploads/2025/11/Legal-Innovators-UK-Slide-e1763046387322.jpg" class="attachment-large size-large wp-image-46503" alt="Legal Innovators UK 2025 Slide" srcset="https://www.tcdi.com/wp-content/uploads/2025/11/Legal-Innovators-UK-Slide-e1763046387322.jpg 507w, https://www.tcdi.com/wp-content/uploads/2025/11/Legal-Innovators-UK-Slide-e1763046387322-300x195.jpg 300w" sizes="(max-width: 507px) 100vw, 507px" />															</div>
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									<p>There were plenty of discussions around firms testing tools like Harvey and Legora, but most of these initiatives seemed to be supplemental rather than central to operations. There’s still this fundemental belief that everything GenAI touches needs checking, validating, reworking or just quietly abandoned in favour of “the old way.” The issue isn’t capability, it’s trust.</p><p>And that caution isn’t misplaced. That’s why we at TCDI built that trust into the process itself. Our <a href="https://www.tcdi.com/legal-services/process-driven-ai-solutions/">human-in-the-loop approach</a> means quality engineers stay close to the technology, validating outputs, refining prompts and strengthening performance as the system learns. It’s simply how the technology evolves and becomes more reliable over time.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Reality Check: The Market Isn’t Waiting</h2>				</div>
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									<p>Beyond the proverbial bear, one panel asked whether firms are being disadvantaged by using or not using GenAI. The answer was, “not yet.” The more interesting part was the unspoken, “it’s coming.”</p><p>Conversations unsurprisingly turned to fee pressures tightening, how clients are asking more challenging questions, and the fact that new entrants like Garfield are proof that the market is changing rapidly. It feels a bit like the taxi industry before Uber arrived. Everyone saw it coming, but few thought it would really change <em>their</em> business. We all know how that story ended.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The Sessions That Stood Out</h2>				</div>
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									<p>For all the talk about technology, what really stood out were the discussions about the people behind it.</p><ul><li><strong>Training people as well as machines: </strong>In the “New Era of eDiscovery” panel, <a href="https://www.linkedin.com/in/nick-soper-84216b5/">Nick Soper</a>, eDisclosure &amp; Investigations Counsel at Peters &amp; Peters, pointed out that we’re not only teaching systems how to perform tasks, we’re teaching teams how to use them wisely. The real challenge is finding the balance around where automation should stop and human judgment should start.</li><li><strong>Ethics and understanding technology: </strong>Lawyers can no longer afford to stand apart from technology. Understanding how these systems work is quickly become part of the job. You don’t need to know all the ins and outs, but you do need to understand the logic behind the tools you rely on.</li><li><strong>Process is essential: </strong>The Qatar case (<a href="https://www.judiciary.uk/wp-content/uploads/2025/06/Ayinde-v-London-Borough-of-Haringey-and-Al-Haroun-v-Qatar-National-Bank.pdf">Ayinde v London Borough of Haringey and Al-Haroun v Qatar National Bank</a>) came up as an example of how quickly assumptions can form. What was first blamed on an AI hallucination turned out to be human error. It showed that reliable outcomes depend as much on process and human training as on the technology itself.</li><li><strong>Subject matter experts are the difference-makers:</strong> The firms moving fastest aren’t chasing new tools. They’re building strong partnerships between legal and technical minds, turning collaboration into capability.</li></ul>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The Road Ahead</h2>				</div>
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									<p>The benefits of GenAI aren’t hard to grasp. It provides faster turnaround, lower costs and better use of human talent. The question is whether firms will adapt before those benefits become the baseline.</p><p>Legal Innovators showed that progress in this area isn’t consistent. Some firms are sprinting, some are jogging, some are still tying their shoes and others are even deciding whether to run or not! The difference is going to come down to mindset and trust, both in the tools and the people using them.</p><p>So yes, the bear is still out there. But, instead of running to beat the person next to you, let’s run with purpose and build something better together.</p>								</div>
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									<p>Andy Edler</p>								</div>
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									<p>Andy is VP of Legal Services for TCDI in the UK. He is responsible for the management and development of existing client relationships and the growth of TCDI’s footprint in the legal and corporate market throughout Europe. With over 20 years of experience, Andy has helped major organisations transform operations, minimise cost, improve efficiency, and enhance customer experience with market leading technology and services.</p><p><a href="https://www.tcdi.com/team/andy-edler/">Learn more about Andy &gt;</a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/reflections-on-legal-innovators-uk-2025/">Reflections on Legal Innovators UK 2025</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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			<dc:creator>Karl Schieneman</dc:creator><enclosure length="-1" type="application/pdf" url="https://www.judiciary.uk/wp-content/uploads/2025/06/Ayinde-v-London-Borough-of-Haringey-and-Al-Haroun-v-Qatar-National-Bank.pdf"/><itunes:explicit>no</itunes:explicit><itunes:subtitle>I recently spent the day at the Legal Innovators Litigation Day in London with my colleagues, Ginny Gonzalez and David York. While it’s always an The post Reflections on Legal Innovators UK 2025 appeared first on TCDI.</itunes:subtitle><itunes:author>Karl Schieneman</itunes:author><itunes:summary>I recently spent the day at the Legal Innovators Litigation Day in London with my colleagues, Ginny Gonzalez and David York. While it’s always an The post Reflections on Legal Innovators UK 2025 appeared first on TCDI.</itunes:summary><itunes:keywords>ediscovery,electronic,discovery,predictive,coding,electronic,data,discovery</itunes:keywords></item>
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