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		<title>We are Rooted: The Foundation Behind Flexible Solutions</title>
		<link>https://www.tcdi.com/we-are-rooted/</link>
		
		<dc:creator><![CDATA[Katie Niemi]]></dc:creator>
		<pubDate>Thu, 04 Jun 2026 19:14:11 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[Culture]]></category>
		<category><![CDATA[we are]]></category>
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					<description><![CDATA[<p>Last month, we focused on agility and how flexibility allows us to guide clients through the twists, turns, and occasional sharp corners that come from using emerging technologies in complex legal work. The ability to adapt matters to our clients, especially in an industry where expectations shift often and the path forward is rarely a [&#8230;]</p>
<p>The post <a href="https://www.tcdi.com/we-are-rooted/">We are Rooted: The Foundation Behind Flexible Solutions</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></description>
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									<p>Last month, we focused on <a href="https://www.tcdi.com/we-are-agile/">agility</a> and how flexibility allows us to guide clients through the twists, turns, and occasional sharp corners that come from using emerging technologies in complex legal work. The ability to adapt matters to our clients, especially in an industry where expectations shift often and the path forward is rarely a straight line.</p><p>But flexibility doesn’t happen on its own. It comes from having a strong foundation built by teams who understand both where the industry has been and where it’s heading. At TCDI, being rooted means we can move with purpose because we’re grounded in the principles that have guided our work for over 37 years: defensibility, efficiency, collaboration, and client service.</p><p>To better understand how this value shows up across TCDI, we asked team members what being rooted means to them. Here’s what they had to say:</p>								</div>
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																<a href="https://www.tcdi.com/team/bill-johnson/">
							<img decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2022/04/bill-johnson1-150x150.jpg" class="elementor-animation-float attachment-thumbnail size-thumbnail wp-image-31197" alt="Bill Johnson" />								</a>
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									<div style="text-align: center;"><a href="https://www.tcdi.com/team/bill-johnson/">Bill Johnson</a></div><div style="text-align: center; font-size: 14px;">Founder &amp; CEO<br />Strategic Solutions Team</div>								</div>
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									<p><em>The idea of company values is often bandied about so easily. Every corporate website has a section defining the core values that are supposed to define the company. But none of them really mean anything without understanding the idea of being rooted to an idea. </em></p><p><em>Being rooted goes beyond a set of words that are run through group think and focus groups. It is foundational to every successful organization. These words define the company by its people, and the commitment of its people, to a shared idea of what is important to each person as an individual. Then, it’s enhanced by all of the individual commitments coming together as a company commitment.</em></p>								</div>
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									<p><em>What exactly does this mean? It means that you start with the individual, and you foster an environment where individual goals and values are paramount. This view clearly understands where work belongs in work-life balance and family calculations, and it understands that the company cannot survive when individual values are in conflict with the company values.</em></p><p><em>Our people, every one of them, are critical factors in our ability to deliver the solutions, the level of effort, and the successes that every client deserves and expects from TCDI. That means our company core needs to be rooted in the commitment and values that matter to them. No amount of management consulting or branding or superficial feel-good words can overcome values that are not rooted in a foundation built by the best ideals and commitment of our people.</em></p><p><em>No amount of KPIs, performance measurements, or project dashboards can overcome an attitude that treats people as interchangeable resources or plug-and-play components with no soul, feelings, personal integrity, and hopes. So, if you are looking to find out what defines TCDI, look further into how we are rooted in our belief in, and the beliefs of, our people. </em></p><p><em>We are a collection of individuals, but each individual is a free actor who brings their own set of values. We strive to make sure our company values are rooted in what drives them as individuals, and we work to harness those motivations to support our clients. We do what we do, the way we do, because we are deeply rooted in our people. And we are deeply rooted in the understanding that the value of TCDI is not just some corporate object that survives on its own, but it’s our people – their personal motivations and how they want to contribute to their work community – that defines TCDI.</em></p>								</div>
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									<p><em>Technology is ever-changing, but the roots of managed review, the twin priorities of defensibility and efficiency, run deep.  We utilize workflows that are proven, auditable, and scientifically sound whether we are performing linear review, working in a technology assisted (TAR) workflow, or using AI combined with human validation to achieve these goals. We are flexible in our approach, though we adhere to our foundational principles: accurate review that is efficient and therefore cost effective.</em></p><p><em>Effective document review is grounded in rigorous analysis, careful privilege review, and the targeted use of technology and analytics to narrow the document populations that require eyes on review. Review itself starts with reviewer feedback, training, and the foundational principles of careful review and QC that improves the overall accuracy of the resulting document set.</em></p>								</div>
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																<a href="https://www.tcdi.com/team/kathleen-bustraan/">
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									<div style="text-align: center;"><a href="https://www.tcdi.com/team/kathleen-bustraan/">Kathy Bustraan</a></div><div style="text-align: center; font-size: 14px;">Review Manager<br />Document Review Team</div>								</div>
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									<p><em>In my role, rooting managed review in defensibility and efficiency is the approach I take to balance speed and accuracy. I do this by relying on defensible processes and customizable workflows to develop an accurate document set on the client’s timeline. Different solutions may be applicable to different matters, though the goal is always the same: accurate review that is efficient, and therefore, cost effective.</em></p>								</div>
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																<a href="https://www.tcdi.com/team/ned-adams/">
							<img decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2023/07/ADAMS-NED-2026-e1780600099626-150x150.jpg" class="elementor-animation-float attachment-thumbnail size-thumbnail wp-image-49938" alt="Ned Adams 2026" srcset="https://www.tcdi.com/wp-content/uploads/2023/07/ADAMS-NED-2026-e1780600099626-150x150.jpg 150w, https://www.tcdi.com/wp-content/uploads/2023/07/ADAMS-NED-2026-e1780600099626-300x300.jpg 300w, https://www.tcdi.com/wp-content/uploads/2023/07/ADAMS-NED-2026-e1780600099626-400x400.jpg 400w, https://www.tcdi.com/wp-content/uploads/2023/07/ADAMS-NED-2026-e1780600099626-600x600.jpg 600w" sizes="(max-width: 150px) 100vw, 150px" />								</a>
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									<div style="text-align: center;"><a href="https://www.tcdi.com/team/ned-adams/">Ned Adams</a></div><div style="text-align: center; font-size: 14px;">Senior Director, Strategic Accounts and Client Services<br />Business Development Team</div><div> </div>								</div>
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									<p><em>This year marks year 23 for me at TCDI.  Longevity requires deep roots, and those roots grow in a few different ways.</em></p><p><em>First off, the leadership at TCDI has supported and encouraged me to be myself, challenged me, and provided opportunities to learn and grow. This translates in the work that I do day to day to support our clients. </em></p><p><em>Secondly, my colleagues inspire me to be a better version of myself, and I am proud to see the way that they excel at their jobs.  Collaborating with clients to help solve problems and support their successes is unbelievably gratifying and keeps me motivated to do even more for them.</em></p>								</div>
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									<p><em>Along the way, we have to make some time for fun, which TCDI does by creating a culture of success at a personal and professional level.  Work hard, work smart, work together!</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-agile/" tabindex="-1" ><div class="elementor-post__thumbnail"><img loading="lazy" decoding="async" width="300" height="157" src="https://www.tcdi.com/wp-content/uploads/2026/05/We-are-Agile-300x157.jpg" class="attachment-medium size-medium wp-image-50765" alt="We are Agile" srcset="https://www.tcdi.com/wp-content/uploads/2026/05/We-are-Agile-300x157.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/05/We-are-Agile-1024x535.jpg 1024w, https://www.tcdi.com/wp-content/uploads/2026/05/We-are-Agile-768x401.jpg 768w, https://www.tcdi.com/wp-content/uploads/2026/05/We-are-Agile.jpg 1200w" sizes="(max-width: 300px) 100vw, 300px" /></div></a>
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			<a href="https://www.tcdi.com/we-are-agile/" >
				We are Agile: Built for the Road Ahead			</a>
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			Read the Blog »		</a>

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			May 7, 2026		</span>
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				<a class="elementor-post__thumbnail__link" href="https://www.tcdi.com/we-are-efficient/" tabindex="-1" ><div class="elementor-post__thumbnail"><img loading="lazy" decoding="async" width="300" height="157" src="https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient-300x157.jpg" class="attachment-medium size-medium wp-image-50524" alt="We are Efficient" srcset="https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient-300x157.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient-1024x535.jpg 1024w, https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient-768x401.jpg 768w, https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient.jpg 1200w" sizes="(max-width: 300px) 100vw, 300px" /></div></a>
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			<a href="https://www.tcdi.com/we-are-efficient/" >
				We are Efficient: Where Improvement Never Stops			</a>
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			Read the Blog »		</a>

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			April 7, 2026		</span>
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				We are Strategic: Exploring with Intention			</a>
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				We Are Explorers: Where Bold Ideas Take Shape			</a>
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			February 5, 2026		</span>
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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-rooted/">We are Rooted: The Foundation Behind Flexible Solutions</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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		<title>Breaking From the Herd: Properly Selecting AI</title>
		<link>https://www.tcdi.com/breaking-from-the-herd-properly-selecting-ai/</link>
		
		<dc:creator><![CDATA[Lindsey Dumser]]></dc:creator>
		<pubDate>Tue, 02 Jun 2026 04:00:22 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[eDiscovery]]></category>
		<category><![CDATA[AI]]></category>
		<category><![CDATA[Author - Edler]]></category>
		<category><![CDATA[legal technology]]></category>
		<category><![CDATA[TCDI Talks Ep. 24]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=50990</guid>

					<description><![CDATA[<p>In the legal profession, independence of thought is a defining trait. Lawyers pride themselves on scrutiny, diligence, making well-constructed arguments and challenging assumptions. And yet,</p>
<p>The post <a href="https://www.tcdi.com/breaking-from-the-herd-properly-selecting-ai/">Breaking From the Herd: Properly Selecting AI</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="50990" class="elementor elementor-50990" data-elementor-post-type="post">
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									<p>In the legal profession, independence of thought is a defining trait. Lawyers pride themselves on scrutiny, diligence, making well-constructed arguments and challenging assumptions. And yet, when it comes to technology selection, particularly around AI, many firms are doing the exact opposite.</p><p>They are following the herd. It’s safety in numbers.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Celebrity Hype or Genuine Innovation?</h2>				</div>
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									<p>In 2026, legal technology has burst out of the shadows with even movie stars trying to convince us they’ve been using these tools for years and some sports stadiums festooned with legal tech logos that 99% of the viewing audience won’t recognise (and frankly will never use).</p><p>With what we should assume are sizeable marketing budgets, look at the hyperscalers in legal tech. They have captured attention and headlines, with hardly a week going by without another organisation signing up for their services.</p><p>“Good for them,” should be the immediate response, but scratch beneath the surface, and a pattern emerges raising the question whether selection is being driven less by a rigorous and well-constructed evaluation of requirements, or more by market commentary, peer pressure, and FOMO.</p><p>It appears the rhetoric of “Everyone else is using it so….” or “no one gets fired for buying….” has slowly become a decision-making framework, and that’s not innovation. That’s imitation.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The Legal AI Gold Rush</h2>				</div>
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									<p>All of that considered, the use of <a href="https://www.tcdi.com/ai/">AI in the legal industry</a> <em>is</em> developing fast. It’s still something of a gold-rush but the true market need is far more complex than the features and functionality offered by a couple of high-profile vendors.</p><p>The truth is that there are other <a href="https://www.tcdi.com/legal-services/process-driven-ai-solutions/">AI platforms</a> that are equally as capable (if not more so) of meeting the needs of even the largest firms. But without the deep marketing pockets are being overlooked or simply undiscovered due to the lack of rigour in vendor selection.</p><p>However, putting the competitive marketplace aside, the real and long-term value is likely to come from a far more conventional understanding of how the use of new technology is assessed, trialled, implemented, and adopted.</p><p>It should be said that the technology itself is easy to implement, is more adaptable and does drive a greater degree of self-service than what’s gone before, but that alone isn’t the whole story.</p>								</div>
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									<p>It is a bit dull and not very cool, but like many previous emerging technologies, the long-term benefit comes from a clear understanding of a recognised business need aligned to a robust business case. This determines a programme of (overused phrase) transformation, and with it a change in working practices that best facilitates organisation-wide adoption. This is what the buyer and the seller want!</p><p>And the truth is that old habits die hard. Unless organisations and vendors alike are prepared to invest the time and effort needed to make proper qualitative and quantitative assessments, the perceived benefits of a <a href="https://www.tcdi.com/sustaining-innovation-through-structure/">proof of concept can quickly fade</a>. A limited pilot with a small group of users may look compelling in the market, but without deeper evaluation, its impact is likely to be washed away and forgotten.</p><p>This is the paradox. The legal industry, built on critical thinking, is making some of its most important <a href="https://www.tcdi.com/genai-in-corporate-legal-interest-is-high-adoption-is-not/">technology decisions</a> based on consensus rather than conviction.</p><p>And consensus is comfortable. It reduces perceived risk. If everyone makes the same choice, no one stands out if it goes wrong. But it also means no one stands out if it goes right.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The Challengers: Breaking Away From the Herd</h2>				</div>
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									<p>For challenger brands and for the firms willing to think differently this is where the opportunity lies.</p><p>Because real competitive advantage doesn’t come from doing what everyone else is doing. It comes from <a href="https://www.tcdi.com/the-ai-efficiency-trap-why-structure-is-the-real-accelerator/">asking better questions,</a> evaluating requirements to quite a detailed level and making the changes needed to deliver the benefits to the business.</p><ul><li>Are we choosing this because it’s right for us or because it’s popular?</li><li>Are we paying for capability or for reputation?</li><li>Are we creating a competitive advantage or imitating the crowd?</li><li>Are we leading or just following?</li></ul><p>In a market full of sheep, the real leaders are the ones willing to break away from the herd.</p>								</div>
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															<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2025/10/Andy-Edler-new-150x150.jpg" class="attachment-thumbnail size-thumbnail wp-image-45572" alt="Andy Edler" />															</div>
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									<p>Andy Edler</p>								</div>
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									<p>Share article:</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/breaking-from-the-herd-properly-selecting-ai/">Breaking From the Herd: Properly Selecting AI</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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		<title>What NetDiligence Reinforced About AI and Data Breach Notification Review</title>
		<link>https://www.tcdi.com/what-netdiligence-reinforced-about-ai-and-data-breach-notification-review/</link>
		
		<dc:creator><![CDATA[Katie Niemi]]></dc:creator>
		<pubDate>Thu, 28 May 2026 16:51:24 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[Document Review]]></category>
		<category><![CDATA[Events]]></category>
		<category><![CDATA[Author - Zelm]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=50975</guid>

					<description><![CDATA[<p>The 2026 NetDiligence Cyber Risk Summit in San Diego was a valuable opportunity to hear how organizations are approaching the risk associated with cyber incidents</p>
<p>The post <a href="https://www.tcdi.com/what-netdiligence-reinforced-about-ai-and-data-breach-notification-review/">What NetDiligence Reinforced About AI and Data Breach Notification Review</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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									<p>The 2026 <a href="https://netdiligence.com/conferences/">NetDiligence</a> Cyber Risk Summit in San Diego was a valuable opportunity to hear how organizations are approaching the risk associated with cyber incidents today. Coming into the event from an eDiscovery and legal services perspective, I was especially interested in the conversations that connected various industry considerations with the legal work that follows a breach.</p><p>One panel in particular stood out to me. It focused on <a href="https://www.at-bay.com/articles/what-is-cyber-cat/">Cyber CAT</a> readiness and looked at whether AI can help the industry respond faster when a widespread event affects many organizations simultaneously. This scenario is becoming increasingly difficult due to the volume of data that needs to be reviewed and the strict timelines imposed by different privacy and security regulations.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Where AI Fits in the Process</h2>				</div>
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									<p>With the need to scale efficiently when incident volumes spike, AI has a real opportunity to change what breach notification review looks like. The catch is that it needs to be built into tested workflows with human QC at the center so that the speed gained from technology doesn’t come at the expense of defensibility.</p><p><a href="https://www.tcdi.com/legal-services/process-driven-ai-solutions/">Thoughtful GenAI workflows</a> open the door for positive process improvement. The partnership between people and AI can give teams faster insight, and it can make repetitive work more consistent across a large data set.</p>								</div>
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									<p><a href="https://www.tcdi.com/case-studies/major-corporation-realizes-38-cost-savings-with-autonomous-pii-redactions/">PII redaction</a> and <a href="https://www.tcdi.com/case-studies/real-estate-conglomerate-reduces-overall-project-costs-by-60-on-pii-notification-review/">breach notification review</a> are great use cases because both rely on accurately identifying personal information. Take finding Social Security numbers for example. A human reviewer might miss one, especially in a dense document or after their coffee has worn off during a late-night review. Technology designed to identify that unique pattern, though, will consistently identify it the same way every time (no caffeine required). It’s built to find that data, and that reliability matters.</p><p>Tight notification timeframes are another reason AI is reshaping notification workflows. Legal teams may have only 15-30 days to review and identify impacted individuals, and that’s hard to do manually at scale. AI can handle repetitive identification work faster, leaving human teams to focus on QC and actual decision-making.</p><p><a href="https://www.tcdi.com/webinars/tcdi-talks/human-in-the-loop-why-pairing-people-with-gen-ai-processes-matters-tcdi-talks-episode-12/">Human-in-the-loop QC</a> is essential to this process, because it allows teams to confirm that the AI output is performing as expected and adjust the workflow when it isn’t. That validation is what keeps the process grounded. The technology can move quickly, but the review team is vital to ensuring the output is reliable.</p>								</div>
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				<a class="elementor-post__thumbnail__link" href="https://www.tcdi.com/case-studies/real-estate-conglomerate-reduces-overall-project-costs-by-60-on-pii-notification-review/" tabindex="-1" ><div class="elementor-post__thumbnail"><img loading="lazy" decoding="async" width="300" height="265" src="https://www.tcdi.com/wp-content/uploads/2025/02/PII-Notification-Review-e1738597233176-300x265.jpeg" class="attachment-medium size-medium wp-image-39369" alt="PII Notification Review" srcset="https://www.tcdi.com/wp-content/uploads/2025/02/PII-Notification-Review-e1738597233176-300x265.jpeg 300w, https://www.tcdi.com/wp-content/uploads/2025/02/PII-Notification-Review-e1738597233176-1024x905.jpeg 1024w, https://www.tcdi.com/wp-content/uploads/2025/02/PII-Notification-Review-e1738597233176-768x679.jpeg 768w, https://www.tcdi.com/wp-content/uploads/2025/02/PII-Notification-Review-e1738597233176-1536x1357.jpeg 1536w, https://www.tcdi.com/wp-content/uploads/2025/02/PII-Notification-Review-e1738597233176-2048x1810.jpeg 2048w" sizes="(max-width: 300px) 100vw, 300px" /></div></a>
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			<a href="https://www.tcdi.com/case-studies/real-estate-conglomerate-reduces-overall-project-costs-by-60-on-pii-notification-review/" >
				Real Estate Conglomerate Reduces Overall Project Costs by 60% on PII Notification Review			</a>
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					<h2 class="elementor-heading-title elementor-size-default">Testing Before the Matter Arrives</h2>				</div>
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															<img loading="lazy" decoding="async" width="640" height="379" src="https://www.tcdi.com/wp-content/uploads/2026/05/NetDiligence-Photos-2026-Panel-Cyber-CAT-Readiness-e1779985120513-1024x606.jpg" class="attachment-large size-large wp-image-50978" alt="NetDiligence 2026 Cyber CAT panel" srcset="https://www.tcdi.com/wp-content/uploads/2026/05/NetDiligence-Photos-2026-Panel-Cyber-CAT-Readiness-e1779985120513-1024x606.jpg 1024w, https://www.tcdi.com/wp-content/uploads/2026/05/NetDiligence-Photos-2026-Panel-Cyber-CAT-Readiness-e1779985120513-300x178.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/05/NetDiligence-Photos-2026-Panel-Cyber-CAT-Readiness-e1779985120513-768x454.jpg 768w, https://www.tcdi.com/wp-content/uploads/2026/05/NetDiligence-Photos-2026-Panel-Cyber-CAT-Readiness-e1779985120513.jpg 1200w" sizes="(max-width: 640px) 100vw, 640px" />															</div>
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									<p>The Cyber CAT discussion also made a great point about the use of AI in response workflows. AI-enabled tools need to be planned and tested before a widespread event or urgent matter arises.</p><p>This is where proof-of-concept work matters. Our Tech Lab has been evaluating AI-enabled technology since 2023, and our team has evaluated over 70 tools to date. Some <a href="https://www.tcdi.com/the-ai-efficiency-trap-why-structure-is-the-real-accelerator/">tools sound promising during a demo</a> but struggle when real-world documents are introduced. Others were built for a different problem, yet they performed surprisingly well for breach notification review once the workflow was adjusted for that particular use case.</p>								</div>
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									<p>While the technology is important, the real difference comes down to the people guiding the tools. Working with a team that understands what a review should accomplish, what needs to be validated, and where the process needs to be refined is paramount.</p><p>Additionally, building relationships with trusted partners enables you to refine the technology using proven workflows. If the time comes, you can have more confidence that the tools and the people using them can perform reliably during crunch time rather than treating AI as something that can simply be dropped into a project.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The Bigger Takeaway</h2>				</div>
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									<p>The conversations in San Diego made it clear that data breach review is changing, and the bar is rising for everyone involved. Demonstrating that a workflow works in a controlled environment won&#8217;t be enough.</p><p>Moving forward, clients and carriers will want to see how the technology has performed with real data and how the team behind it has handled moments when the AI got something wrong. That&#8217;s the work worth doing now, because the next wave of breach reviews won&#8217;t wait for the industry to catch up.</p>								</div>
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															<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2025/10/ZELM-SHANE-2026-e1777328933814-150x150.jpg" class="attachment-thumbnail size-thumbnail wp-image-49946" alt="Shane Zelm 2026" srcset="https://www.tcdi.com/wp-content/uploads/2025/10/ZELM-SHANE-2026-e1777328933814-150x150.jpg 150w, https://www.tcdi.com/wp-content/uploads/2025/10/ZELM-SHANE-2026-e1777328933814-300x300.jpg 300w, https://www.tcdi.com/wp-content/uploads/2025/10/ZELM-SHANE-2026-e1777328933814-400x400.jpg 400w, https://www.tcdi.com/wp-content/uploads/2025/10/ZELM-SHANE-2026-e1777328933814-600x600.jpg 600w" sizes="(max-width: 150px) 100vw, 150px" />															</div>
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									<p>Shane Zelm</p>								</div>
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									<p>Share article:</p>								</div>
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									<p>Since 2008, Shane has supported clients in solving their eDiscovery challenges. During that time, he’s established defensible protocols for in-house legal departments, managed litigation response efforts, and coordinated with outside counsel to lead efficient eDiscovery processes.</p><p>Shane specializes in strategic litigation management by bringing together the right people and the right technology to drive early resolutions and inform risk mitigation.</p><p><a href="https://www.tcdi.com/team/shane-zelm/">Learn more about Shane &gt;</a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/what-netdiligence-reinforced-about-ai-and-data-breach-notification-review/">What NetDiligence Reinforced About AI and Data Breach Notification Review</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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		<title>From Basics to Brilliance: How ACEDS Ohio Tackled Modern eDiscovery</title>
		<link>https://www.tcdi.com/from-basics-to-brilliance-how-aceds-ohio-tackled-modern-ediscovery/</link>
		
		<dc:creator><![CDATA[Katie Niemi]]></dc:creator>
		<pubDate>Thu, 21 May 2026 10:00:48 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[Events]]></category>
		<category><![CDATA[Author - Lank]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=50861</guid>

					<description><![CDATA[<p>Last week, the ACEDS Ohio Chapter gathered professionals from across the eDiscovery world for “EDRM Mastery, Taking Discovery from Basics to Brilliance.” The title made</p>
<p>The post <a href="https://www.tcdi.com/from-basics-to-brilliance-how-aceds-ohio-tackled-modern-ediscovery/">From Basics to Brilliance: How ACEDS Ohio Tackled Modern eDiscovery</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="50861" class="elementor elementor-50861" data-elementor-post-type="post">
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									<p>Last week, the <a href="https://aceds.org/">ACEDS Ohio Chapter</a> gathered professionals from across the eDiscovery world for “<em>EDRM Mastery, Taking Discovery from Basics to Brilliance</em>.” The title made a bold promise, and the program delivered by connecting the fundamentals of eDiscovery to the practical realities legal teams are managing now.</p><p>The sessions covered the familiar stages we&#8217;re all used to, but the real value came from the practical conversations about what those stages look like today. eDiscovery still depends on sound collection, processing, review, and production. That foundation hasn&#8217;t gone anywhere, nor do I expect it to. But the work has become more complicated. Data keeps growing thanks to AI, and legal teams are expected to move faster without creating a defensibility problem that requires its own cleanup crew.</p>								</div>
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									<p>One of the strongest conversations of the day came from Andy Cosgrove, Chief Strategy Officer at TCDI, and <a href="https://www.linkedin.com/in/deb-voronkov-6821551/">Deb Voronkov</a>, VP of Data Governance at JPMorgan Chase &amp; Co. The topic focused on <a href="https://www.tcdi.com/the-ai-efficiency-trap-why-structure-is-the-real-accelerator/">information governance</a>, which has always mattered, but matters a little more when organizations start feeding data into AI tools hoping for clean, useful answers on the other side.</p><p>During this interview-styled session, Deb shared what governance looks like in a large, complex data environment. She talked about the issues many teams are trying to manage right now:</p><ul><li>Growing data volumes</li><li>Unclear ownership of AI systems and outputs</li><li>Policies that don’t always reflect how people actually work</li></ul><p>And in the middle of all these concerns, sensitive information still needs to be protected.</p><p>One of the bigger takeaways was that <a href="https://www.tcdi.com/ai/">AI readiness</a> begins long before a tool is selected. Organizations need to understand:</p><ul><li>What data they have</li><li>Where that data lives</li><li>Who owns, manages, and determines whether the rules around it still make sense.</li></ul><p>Because at the end of the day, <a href="https://www.tcdi.com/its-the-data-stupid-why-data-quality-matters-more-with-genai-tools/">AI is only as useful and defensible as the information it’s given</a>. If you can’t answer the questions above, you may find yourself dealing with significantly more problems than you anticipated once GenAI enters the picture. The tech may feel futuristic, but it still comes back to clean data.</p>								</div>
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									<p>Another session that caught my attention focused on how teams are combining culling and AI to make review more manageable. Proper culling techniques help teams reduce noise while keeping attention on the documents that matter most. AI is able to scale this process almost exponentially, but it can quickly get out of hand if not managed well or when using the <a href="https://www.tcdi.com/choosing-the-right-ediscovery-tool-for-the-job/">wrong tools for the job</a>.</p><p>I couldn&#8217;t agree more, and that’s one reason our team at the TCDI Tech Lab has spent the past three years evaluating over 70 AI-enabled technologies. It has given us a chance to really see which AI tools can handle the pressures of real-world legal workflows and perform as expected.</p><p>But no matter how good these technologies may be, keeping a <a href="https://www.tcdi.com/webinars/tcdi-talks/human-in-the-loop-why-pairing-people-with-gen-ai-processes-matters-tcdi-talks-episode-12/">human-in-the-loop approach</a> to validate outputs is, and always will be, the most important part of the process.</p>								</div>
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									<p>As with any ACEDS event, some of the best conversations happened between sessions. Attendees shared what they are seeing in their own organizations, especially around AI adoption and the pressure to do more with less. There was a lot of interest in better workflows and faster insight, along with a healthy respect for the risk that comes with moving too quickly.</p><p>That balance is important. AI has the potential to make eDiscovery smarter and more efficient but only when it’s supported by the right process and the right people. The event was a good reminder that the basics still matter. In fact, they may matter even more now.</p><p>For a program focused on taking discovery from basics to brilliance, that felt like the right takeaway. Brilliance, as it turns out, still needs a pretty solid foundation.</p>								</div>
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															<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2025/06/jessica-lank-web-1-150x150.jpg" class="attachment-thumbnail size-thumbnail wp-image-43619" alt="Jessica Lank" />															</div>
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									<p>Jessica Lank</p>								</div>
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									<p>Share article:</p>								</div>
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									<p>Jessica Lank works closely with law firms, corporations, and government clients to develop solutions tailored to their specific needs across the EDRM.  With 8+ years in the legal industry, Jessica&#8217;s clients rely on and trust her to provide strategies that are efficient and cost effective across forensics, eDiscovery, managed document review, and litigation management support.</p><p><a href="https://www.tcdi.com/team/jessica-lank/">Learn more about Jessica &gt;</a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/from-basics-to-brilliance-how-aceds-ohio-tackled-modern-ediscovery/">From Basics to Brilliance: How ACEDS Ohio Tackled Modern eDiscovery</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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		<title>How to Handle Scope Changes in Document Review</title>
		<link>https://www.tcdi.com/how-to-handle-scope-changes-in-document-review/</link>
		
		<dc:creator><![CDATA[Katie Niemi]]></dc:creator>
		<pubDate>Tue, 19 May 2026 10:00:52 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[Document Review]]></category>
		<category><![CDATA[Author - Andres]]></category>
		<category><![CDATA[TCDI Talks Ep. 23]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=50836</guid>

					<description><![CDATA[<p>Scope changes are an inevitable part of document review projects. One minute, everything is moving according to plan. You have the right sized team in</p>
<p>The post <a href="https://www.tcdi.com/how-to-handle-scope-changes-in-document-review/">How to Handle Scope Changes in Document Review</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></description>
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									<p>Scope changes are an inevitable part of document review projects. One minute, everything is moving according to plan. You have the right sized team in place, timelines feel realistic, and throughput is steady. The next minute, scope is expanding and deadlines are accelerating, or, if you’re really lucky, both hit at once.</p><p>When this happens, simply adding more reviewers may seem like the obvious solution. In reality though, when you’re faced with significant changes, that approach often creates inefficiencies. Bigger teams can mean more time training, more inconsistency, and more coordination overhead. In times like this, you need to work smarter, not harder, which starts with taking a step back and reassessing.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Assess the Impact</h2>				</div>
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									<p>When project variables change, the first step is to evaluate how those changes affect the current trajectory:</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Team Capacity &amp; Schedules</h3>				</div>
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									<p>Reviewer ability often matters more than headcount. Even a well-sized team can fall short if individual schedules don’t line up due to vacations, reduced hours, or competing commitments. Accurate capacity planning ensures projections remain reliable.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Throughput Analysis</h3>				</div>
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									<p>Daily review rates provide a baseline for forecasting completion. By comparing throughput against the remaining document population, teams can determine whether the current pace is sustainable or if adjustments are necessary.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Data Source Considerations</h3>				</div>
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									<p>Not all documents are created equal. If recently added data resembles previously reviewed material, existing throughput assumptions may hold. However, new or more complex data sources can significantly slow progress and need to be factored into revised estimates.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Deadline Realities</h3>				</div>
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									<p>At the end of the day, deadlines dictate strategy. Whether facing a compressed timeline or managing rolling productions, teams must align resources and <a href="https://www.tcdi.com/how-to-build-a-defensible-ediscovery-workflow-that-doesnt-break-under-pressure/">workflows</a> to meet evolving expectations.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Execute a Revised Strategy</h2>				</div>
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									<p>Once the impact is clear, teams should focus on solutions that improve efficiency rather than simply increasing effort.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Reducing Review Volume</h3>				</div>
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									<p>Before pushing for increased review speed, steps should be taken to reduce what needs to be reviewed. Techniques such as email threading, junk file removal, and deduplication can significantly shrink the dataset.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Simplifying Review Workflows</h3>				</div>
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									<p>If progress is lagging, the workflow itself may be part of the problem. Overly complex tagging structures can drag down throughput. Streamlining issue tags and focusing on essential coding decisions helps reviewers move faster without sacrificing quality.  If needed, secondary workflows can be created to handle nonessential coding after production.</p>								</div>
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					<h3 class="elementor-heading-title elementor-size-default">Leveraging Advanced Technology</h3>				</div>
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									When appropriate, technology can take a lot of pressure off review teams by improving efficiency:
<ul>
 	<li><strong style="color:#2dbec2;">Active Learning</strong> is particularly effective when data sources are consistent. It helps prioritize relevant documents while deprioritizing low-value material. It can also be used to cull review populations by identifying content that is unlikely to require human review.</li>
 	<li><strong style="color:#2dbec2;">AI-driven solutions</strong> can analyze large datasets quickly, offering both coding suggestions and supporting rationales. While these tools require upfront setup, they often result in significant time savings for large-scale or time-sensitive reviews. In many cases, the AI solution can handle initial coding while human review teams perform sampling/QC.</li>
</ul>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Conclusion</h2>				</div>
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		</section>
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									<p>Change is a big part of the job in document review. The difference is how teams and providers respond to it. The ability to step back, reassess, and adjust course is what keeps projects on track, especially when things start moving faster than expected.</p><p>As with any major change, teams need to stay aligned through consistent communication and a clear understanding of priorities. From there, it becomes less about reacting and more about making deliberate adjustments, because in the end, you can’t control how scope evolves. But you can be ready for it.</p>								</div>
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															<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2023/07/andres-150x150.jpg" class="attachment-thumbnail size-thumbnail wp-image-33468" alt="Jennifer Andres" />															</div>
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									<p>Jennifer Andres</p>								</div>
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									<p>As Vice President of Military Spouse Managed Review (MSMR), Jennifer brings extensive experience to TCDI. Her understanding of document review processes and military spouse lifestyle allowed her to create and implement TCDI&#8217;s MSMR offering, which provides remote review opportunities for military spouse legal professionals across the United States. She successfully manages and trains teams of attorneys, paralegals, and administrative staff on review, coding, and management tasks related to document review.</p><p><a href="https://www.tcdi.com/team/jennifer-andres/">Learn more about Jennifer. </a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/how-to-handle-scope-changes-in-document-review/">How to Handle Scope Changes in Document Review</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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		<title>AI Is Changing Legal Work but People Still Decide Who Gets Trusted</title>
		<link>https://www.tcdi.com/ai-is-changing-legal-work-but-people-still-decide-who-gets-trusted/</link>
		
		<dc:creator><![CDATA[Katie Niemi]]></dc:creator>
		<pubDate>Thu, 14 May 2026 14:49:00 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[Events]]></category>
		<category><![CDATA[Author - Toder]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=50812</guid>

					<description><![CDATA[<p>EDI&#8217;s Mid-Year meeting in New York made one thing very clear. The legal industry isn’t sitting on the sidelines when it comes to AI. There</p>
<p>The post <a href="https://www.tcdi.com/ai-is-changing-legal-work-but-people-still-decide-who-gets-trusted/">AI Is Changing Legal Work but People Still Decide Who Gets Trusted</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
]]></description>
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									<p><a href="https://www.edimeeting.org/">EDI&#8217;s Mid-Year meeting</a> in New York made one thing very clear. The legal industry isn’t sitting on the sidelines when it comes to AI.</p><p>There may not be full agreement on how fast to move or how much risk to tolerate, but the conversation has moved well beyond “should we use AI?” In fact, that question has mostly left the building.</p><p>Now the questions are more practical:</p><ul><li>How do we use it responsibly?</li><li>Where can it actually reduce cost?</li><li>Where does it improve efficiency without creating new problems?</li><li>Who inside the organization should be allowed to use it?</li><li>Who should be required to use it?</li><li>How do we know whether they’re using it well?</li></ul><p>That’s where the legal community seems to be right now. Past the theory and big headlines, we’re officially diving into the real work of <a href="https://www.tcdi.com/ai/">figuring out what AI looks like</a> inside teams with actual deadlines and people who still have to explain things to clients, courts, and sometimes even their own IT departments.</p><p>And for all the discussion about tools, <a href="https://www.tcdi.com/webinars/tcdi-talks/human-in-the-loop-why-pairing-people-with-gen-ai-processes-matters-tcdi-talks-episode-12/">the people using them</a> still seem to matter most. That’s true whether an organization is experimenting with AI, moving carefully, or pushing AI adoption forward.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Everyone’s Moving, Just Not at the Same Speed</h2>				</div>
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									<p>Some corporations and law firms are openly embracing AI because they see its potential to reduce costs and make legal work more efficient. These are <strong><span style="color: #2dbec2;">the pilots</span></strong>. They’re <a href="https://www.tcdi.com/legal-services/process-driven-ai-solutions/">evaluating use cases and rethinking workflows</a> as they try to understand where this technology can help without creating a mess someone else has to clean up later.</p><p>Next, we have<strong> <span style="color: #2dbec2;">the stewards</span></strong>. These organizations are <a href="https://www.tcdi.com/legal-process-change-caution-curiosity-confidence/">moving with far more caution</a>, and that makes sense too. They see the opportunity, but also thinking about confidentiality, privilege, data security, defensibility, <a href="https://www.tcdi.com/the-ai-efficiency-trap-why-structure-is-the-real-accelerator/">governance</a>, and client expectations. Those concerns aren’t exactly minor footnotes. For those organizations, AI has to come with rules. It must be managed, and it has to fit within a risk framework that someone can defend.</p><p>And finally, we have <strong><span style="color: #2dbec2;">the trailblazers</span></strong>. These organizations sit at the other end of the spectrum from the stewards and are actively requiring the use of AI in daily workflows. They’re setting expectations and looking at whether attorneys and legal professionals are leveraging this technology to its fullest potential.</p><p>And of course, there are a lot of organizations that sit somewhere between these groups, because trying to fit an entire industry into three neat categories simply isn’t realistic.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The Tools Are Changing, But Trust Still Drives the Decision</h2>				</div>
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									<p>Even with so much attention on AI, corporations are still looking for familiar values when selecting outside counsel and service providers. They want passion, innovation, integrity, and accountability, which are all human qualities.</p><p>That wasn’t surprising to hear, but it was reassuring. When every conversation starts to revolve around prompts and automation, it’s easy to think the tool will become the whole story. It won’t. The people behind the work still matter most.</p><p>That’s always been central to how TCDI operates. Our Founder and CEO, <a href="https://www.tcdi.com/team/bill-johnson/">Bill Johnson</a>, has long believed that when you bring in talented people, trust them to manage their processes, and empower them to make their own decisions, the rest will follow.</p><p>When people are supported in this way, they take ownership of their work and become more creative. They are also more invested in the outcome because it’s not just a task being handed down to them. That’s when the solutions get better, and that’s when clients feel the difference.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The Future Still Belongs to People Who Can Be Trusted</h2>				</div>
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									<p>As AI becomes more embedded in legal work, corporations and law firms will need partners who can do more than talk about efficiency. They’ll need partners who can demonstrate judgment and innovate responsibly. More importantly, they’ll need partners who are transparent and invested in their success.</p><p>The future of legal work will absolutely be shaped by AI, and the organizations who know how to apply it with care and creativity are the ones that will come out on top.</p><p>My biggest takeaway from the EDI Midyear meeting? AI may be changing the work, but trust is still what wins it.</p>								</div>
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															<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2025/07/Eric-toder-web-150x150.png" class="attachment-thumbnail size-thumbnail wp-image-44269" alt="Eric Toder" srcset="https://www.tcdi.com/wp-content/uploads/2025/07/Eric-toder-web-150x150.png 150w, https://www.tcdi.com/wp-content/uploads/2025/07/Eric-toder-web-300x300.png 300w, https://www.tcdi.com/wp-content/uploads/2025/07/Eric-toder-web.png 368w" sizes="(max-width: 150px) 100vw, 150px" />															</div>
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									<p>Eric Toder</p>								</div>
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									<p>Eric Toder is a seasoned legal services executive with over 30 years of experience and a proven track record of driving growth and building lasting client relationships across diverse industries. As Vice President of Legal Services at TCDI, Eric thrives at developing strategic partnerships, leading high-impact sales teams, and identifying new opportunities in competitive markets.</p><p>Prior to TCDI, Eric is known for building networks and working with AMLAW 200 and Fortune 1000 Corporations to reduce costs and drive business efficiencies providing both proactive and reactive solutions to complex litigation, regulatory and investigatory matters. <a href="https://www.tcdi.com/team/eric-toder/">Learn more about Eric &gt;</a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/ai-is-changing-legal-work-but-people-still-decide-who-gets-trusted/">AI Is Changing Legal Work but People Still Decide Who Gets Trusted</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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		<title>We are Agile: Built for the Road Ahead</title>
		<link>https://www.tcdi.com/we-are-agile/</link>
		
		<dc:creator><![CDATA[Katie Niemi]]></dc:creator>
		<pubDate>Thu, 07 May 2026 10:00:05 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[Culture]]></category>
		<category><![CDATA[we are]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=50764</guid>

					<description><![CDATA[<p>Last month, we focused on efficiency and how we&#8217;re always looking for better ways to get work done, both for our clients and within our</p>
<p>The post <a href="https://www.tcdi.com/we-are-agile/">We are Agile: Built for the Road Ahead</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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									<p>Last month, we focused on <a href="https://www.tcdi.com/we-are-efficient/">efficiency</a> and how we&#8217;re always looking for better ways to get work done, both for our clients and within our own teams. And it’s this dedication to continuous improvement that allows us to stay agile, especially as the ground keeps shifting in the age of AI.</p><p>But rather than stumbling, our teams are able to react with flexibility and deliver thoughtful solutions that ensure our clients keep moving forward without missing a beat. It’s exactly what we’ve done for the past 37 years, and it will continue to guide how we approach every matter entrusted to us.</p><p>To better understand how this value shows up across TCDI, we asked team members what being agile means to them. Here’s what they had to say:</p>								</div>
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																<a href="https://www.tcdi.com/team/john-oconnor/">
							<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2025/01/John-OConnor-150x150.jpg" class="elementor-animation-float attachment-thumbnail size-thumbnail wp-image-39155" alt="John O&apos;Connor" srcset="https://www.tcdi.com/wp-content/uploads/2025/01/John-OConnor-150x150.jpg 150w, 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.jpg 402w" sizes="(max-width: 150px) 100vw, 150px" />								</a>
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									<div style="text-align: center;"><a href="https://www.tcdi.com/team/john-oconnor/">John O&#8217;Connor</a></div><div style="text-align: center; font-size: 14px;">President<br />Strategic Solutions Team</div>								</div>
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									<p><em>As President of TCDI, being agile isn’t just a competitive advantage. It’s something we must be, given how quickly emerging technologies are changing and how often client expectations shift with them.</em></p><p><em>For us, staying agile means fostering a culture that embraces innovation. We do so by empowering our teams to make informed decisions quickly and continuously adapting our processes to meet new challenges. This requires a careful balance of strategic vision and operational flexibility, ensuring we can adjust when needed without losing sight of long-term goals.</em></p><p><em>At TCDI, this shows up clearly in how we approach AI. Having this kind of culture makes it easier to try new things, learn quickly, and pivot without going all-in too early. It’s what allows us to develop practical, customizable AI solutions for our clients rather than forcing a one-size-fits-all approach.</em></p><p><em>Speed and flexibility matter in a market that keeps moving. Agility is what allows us to keep up, and it has been a cornerstone of how TCDI operates from the very beginning.   </em></p>								</div>
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									<p><em>Being agile is what keeps eDiscovery moving without letting chaos run the show. Document Review is a fluid process that’s always changing. It requires working in short, intentional bursts, checking processes often, and the ability to adjust quickly, because you never know when new data or priorities are going to come into play.</em></p><p><em>There is no perfect protocol that can take a team from beginning to end, because the only constant is that change will happen. So, we start by taking calculated measures. We create a plan, refine as we go, and communicate openly. This flexibility allows us to keep our teams aligned even when the matter takes an unexpected, yet anticipated, turn.</em></p><p><em>In my role, being agile isn’t some abstract methodology. It’s the mindset I use to balance structure with adaptability. I rely on defensible processes, but I don’t let them become rigid. If the objective shifts, I shift with it. If the data or directives surprise us, I adjust the workflow. And when the case suddenly veers in a completely different direction, I don’t freeze, I reflect, regroup, and remember that a wise man once screamed: “PIVOT!!” ~ R. Geller (1999)</em></p>								</div>
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																<a href="https://www.tcdi.com/team/theresa-zamecnik-kozak/">
							<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2026/05/Theresa-Kozak-150x150.jpg" class="elementor-animation-float attachment-thumbnail size-thumbnail wp-image-50767" alt="Theresa Kozak" />								</a>
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									<div style="text-align: center;"><a href="https://www.tcdi.com/team/theresa-zamecnik-kozak/">Theresa Zamecnik Kozak </a></div><div style="text-align: center; font-size: 14px;">Project Director<br />Document Review Team</div>								</div>
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		</section>
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																<a href="https://www.tcdi.com/team/jake-brown/">
							<img loading="lazy" decoding="async" width="150" height="150" src="https://www.tcdi.com/wp-content/uploads/2026/03/Jake-Brown-new-150x150.jpg" class="elementor-animation-float attachment-thumbnail size-thumbnail wp-image-50584" alt="Jake Brown" srcset="https://www.tcdi.com/wp-content/uploads/2026/03/Jake-Brown-new-150x150.jpg 150w, https://www.tcdi.com/wp-content/uploads/2026/03/Jake-Brown-new-300x300.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/03/Jake-Brown-new.jpg 500w" sizes="(max-width: 150px) 100vw, 150px" />								</a>
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									<div style="text-align: center;"><a href="https://www.tcdi.com/team/jake-brown/">Jake Brown</a></div><div style="text-align: center; font-size: 14px;">Senior Director, Legal Services<br />Business Development Team</div><div> </div>								</div>
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									<p><em>Agility, to me, means meeting clients where they are. Every client is different, and every matter comes with its own challenges and priorities. That’s why it starts with listening, really listening, so we can understand what a client needs and adjust quickly to support them in the right way.</em></p><p><em>Expertise, technology, and speed are all important, but they are only one part of a much larger picture. If you don’t take the time to understand the unique needs of the client and the matter, it becomes much harder to respond with the flexibility and thoughtfulness needed to deliver great service. In a legal market that moves quickly and keeps changing, that ability to adapt makes all the difference.</em></p><p><em>As I learn more about my team and what TCDI is all about, I see agility in action every day. I see it in how we work together and how we adjust when priorities shift. That’s what allows us to keep improving and finding better ways to deliver for our clients.</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-rooted/" tabindex="-1" ><div class="elementor-post__thumbnail"><img loading="lazy" decoding="async" width="300" height="157" src="https://www.tcdi.com/wp-content/uploads/2026/06/Rooted-Theme-300x157.jpg" class="attachment-medium size-medium wp-image-51060" alt="We are Rooted" srcset="https://www.tcdi.com/wp-content/uploads/2026/06/Rooted-Theme-300x157.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/06/Rooted-Theme-1024x535.jpg 1024w, https://www.tcdi.com/wp-content/uploads/2026/06/Rooted-Theme-768x401.jpg 768w, https://www.tcdi.com/wp-content/uploads/2026/06/Rooted-Theme.jpg 1200w" sizes="(max-width: 300px) 100vw, 300px" /></div></a>
				<div class="elementor-post__text">
				<h3 class="elementor-post__title">
			<a href="https://www.tcdi.com/we-are-rooted/" >
				We are Rooted: The Foundation Behind Flexible Solutions			</a>
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		<a class="elementor-post__read-more" href="https://www.tcdi.com/we-are-rooted/" aria-label="Read more about We are Rooted: The Foundation Behind Flexible Solutions" tabindex="-1" >
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					<span class="elementor-post-date">
			June 4, 2026		</span>
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				<a class="elementor-post__thumbnail__link" href="https://www.tcdi.com/we-are-efficient/" tabindex="-1" ><div class="elementor-post__thumbnail"><img loading="lazy" decoding="async" width="300" height="157" src="https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient-300x157.jpg" class="attachment-medium size-medium wp-image-50524" alt="We are Efficient" srcset="https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient-300x157.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient-1024x535.jpg 1024w, https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient-768x401.jpg 768w, https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient.jpg 1200w" sizes="(max-width: 300px) 100vw, 300px" /></div></a>
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				<h3 class="elementor-post__title">
			<a href="https://www.tcdi.com/we-are-efficient/" >
				We are Efficient: Where Improvement Never Stops			</a>
		</h3>
		
		<a class="elementor-post__read-more" href="https://www.tcdi.com/we-are-efficient/" aria-label="Read more about We are Efficient: Where Improvement Never Stops" tabindex="-1" >
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					<span class="elementor-post-date">
			April 7, 2026		</span>
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				<a class="elementor-post__thumbnail__link" href="https://www.tcdi.com/we-are-strategic/" tabindex="-1" ><div class="elementor-post__thumbnail"><img loading="lazy" decoding="async" width="300" height="157" src="https://www.tcdi.com/wp-content/uploads/2026/03/We-are-Strategic-Theme-300x157.jpg" class="attachment-medium size-medium wp-image-49955" alt="We are Strategic" srcset="https://www.tcdi.com/wp-content/uploads/2026/03/We-are-Strategic-Theme-300x157.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/03/We-are-Strategic-Theme-1024x535.jpg 1024w, https://www.tcdi.com/wp-content/uploads/2026/03/We-are-Strategic-Theme-768x401.jpg 768w, https://www.tcdi.com/wp-content/uploads/2026/03/We-are-Strategic-Theme.jpg 1200w" sizes="(max-width: 300px) 100vw, 300px" /></div></a>
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				<h3 class="elementor-post__title">
			<a href="https://www.tcdi.com/we-are-strategic/" >
				We are Strategic: Exploring with Intention			</a>
		</h3>
		
		<a class="elementor-post__read-more" href="https://www.tcdi.com/we-are-strategic/" aria-label="Read more about We are Strategic: Exploring with Intention" tabindex="-1" >
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					<span class="elementor-post-date">
			March 5, 2026		</span>
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				<a class="elementor-post__thumbnail__link" href="https://www.tcdi.com/we-are-rooted/" tabindex="-1" ><div class="elementor-post__thumbnail"><img loading="lazy" decoding="async" width="300" height="157" src="https://www.tcdi.com/wp-content/uploads/2026/06/Rooted-Theme-300x157.jpg" class="attachment-medium size-medium wp-image-51060" alt="We are Rooted" srcset="https://www.tcdi.com/wp-content/uploads/2026/06/Rooted-Theme-300x157.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/06/Rooted-Theme-1024x535.jpg 1024w, https://www.tcdi.com/wp-content/uploads/2026/06/Rooted-Theme-768x401.jpg 768w, https://www.tcdi.com/wp-content/uploads/2026/06/Rooted-Theme.jpg 1200w" sizes="(max-width: 300px) 100vw, 300px" /></div></a>
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				<h3 class="elementor-post__title">
			<a href="https://www.tcdi.com/we-are-rooted/" >
				We are Rooted: The Foundation Behind Flexible Solutions			</a>
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			June 4, 2026		</span>
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				<a class="elementor-post__thumbnail__link" href="https://www.tcdi.com/we-are-efficient/" tabindex="-1" ><div class="elementor-post__thumbnail"><img loading="lazy" decoding="async" width="300" height="157" src="https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient-300x157.jpg" class="attachment-medium size-medium wp-image-50524" alt="We are Efficient" srcset="https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient-300x157.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient-1024x535.jpg 1024w, https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient-768x401.jpg 768w, https://www.tcdi.com/wp-content/uploads/2026/04/We-Are-Efficient.jpg 1200w" sizes="(max-width: 300px) 100vw, 300px" /></div></a>
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				<h3 class="elementor-post__title">
			<a href="https://www.tcdi.com/we-are-efficient/" >
				We are Efficient: Where Improvement Never Stops			</a>
		</h3>
		
		<a class="elementor-post__read-more" href="https://www.tcdi.com/we-are-efficient/" aria-label="Read more about We are Efficient: Where Improvement Never Stops" tabindex="-1" >
			Read the Blog »		</a>

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			April 7, 2026		</span>
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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-agile/">We are Agile: Built for the Road Ahead</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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		<title>GenAI in Corporate Legal: Interest is High, Adoption is Not</title>
		<link>https://www.tcdi.com/genai-in-corporate-legal-interest-is-high-adoption-is-not/</link>
		
		<dc:creator><![CDATA[Katie Niemi]]></dc:creator>
		<pubDate>Thu, 30 Apr 2026 14:02:11 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[Events]]></category>
		<category><![CDATA[Author - Edler]]></category>
		<category><![CDATA[Workflows]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=50721</guid>

					<description><![CDATA[<p>AI continues to be one of the most discussed topics across the legal industry. For corporate counsel and legal operations teams, the promise is compelling,</p>
<p>The post <a href="https://www.tcdi.com/genai-in-corporate-legal-interest-is-high-adoption-is-not/">GenAI in Corporate Legal: Interest is High, Adoption is Not</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="50721" class="elementor elementor-50721" data-elementor-post-type="post">
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									<p>AI continues to be one of the most discussed topics across the legal industry. For corporate counsel and legal operations teams, the promise is compelling, yet despite the attention, real-world adoption remains measured and, in many cases, still exploratory.</p><p>Recent discussions at <a href="https://www.iqpc.com/events-corporate-counsel-and-compliance-exchange-uk">IQPC Corporate Counsel &amp; Compliance Exchange</a> bear this out, with many still considering the what, where, and when of how to fit AI into their workflows.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Curiosity Outpacing Deployment</h2>				</div>
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									<p>There is little doubt that in-house teams are paying attention. General counsel and legal ops leaders are actively <a href="https://www.tcdi.com/ai/">engaging with AI</a>, albeit in a very broad capacity. It’s all that can be discussed at conferences, and it&#8217;s beginning to be seen in briefings, in piloting tools, and in the exploration of vendor capabilities. However, this interest has not yet translated into marrying the known challenges with proven use.</p><p>Instead, most organisations remain in a discovery phase for AI usage and are asking the fundamental questions:</p><ul><li>Where does GenAI fit <a href="https://www.tcdi.com/maximizing-ais-impact-why-process-comes-before-technology/">within existing legal process</a>?</li><li>What are the clear benefits to the business?</li><li><a href="https://www.tcdi.com/legal-services/process-driven-ai-solutions/">What problems is it best suited to solve?</a></li><li>How do we manage risk, accuracy, and accountability?</li></ul><p>This reflects a pattern seen with previous technologies, such as bold promises and initial enthusiasm followed by a period of cautious validation before wholesale adoption.</p>								</div>
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															<img loading="lazy" decoding="async" width="640" height="480" src="https://www.tcdi.com/wp-content/uploads/2026/04/Team-TCDI-at-IQPC.jpg" class="attachment-large size-large wp-image-50727" alt="Team TCDI at IQPC" srcset="https://www.tcdi.com/wp-content/uploads/2026/04/Team-TCDI-at-IQPC.jpg 800w, https://www.tcdi.com/wp-content/uploads/2026/04/Team-TCDI-at-IQPC-300x225.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/04/Team-TCDI-at-IQPC-768x576.jpg 768w" sizes="(max-width: 640px) 100vw, 640px" />															</div>
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															<img loading="lazy" decoding="async" width="600" height="800" src="https://www.tcdi.com/wp-content/uploads/2026/04/Andy-and-Vassu-at-IQPC.jpg" class="attachment-large size-large wp-image-50729" alt="Andy and Vassu at IQPC" srcset="https://www.tcdi.com/wp-content/uploads/2026/04/Andy-and-Vassu-at-IQPC.jpg 600w, https://www.tcdi.com/wp-content/uploads/2026/04/Andy-and-Vassu-at-IQPC-225x300.jpg 225w" sizes="(max-width: 600px) 100vw, 600px" />															</div>
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															<img loading="lazy" decoding="async" width="640" height="394" src="https://www.tcdi.com/wp-content/uploads/2026/04/Golnaz-at-IQPC-Table-1024x631.jpg" class="attachment-large size-large wp-image-50722" alt="Golnaz at IQPC Table" srcset="https://www.tcdi.com/wp-content/uploads/2026/04/Golnaz-at-IQPC-Table-1024x631.jpg 1024w, https://www.tcdi.com/wp-content/uploads/2026/04/Golnaz-at-IQPC-Table-300x185.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/04/Golnaz-at-IQPC-Table-768x473.jpg 768w, https://www.tcdi.com/wp-content/uploads/2026/04/Golnaz-at-IQPC-Table.jpg 1200w" sizes="(max-width: 640px) 100vw, 640px" />															</div>
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					<h2 class="elementor-heading-title elementor-size-default">Clear Potential, Limited Standardisation</h2>				</div>
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				<section class="elementor-section elementor-top-section elementor-element elementor-element-ae55f4f elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="ae55f4f" data-element_type="section" data-e-type="section">
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									<p>There is emerging consensus around a handful of high-potential use cases, but few have become standardised across organisations.</p><p>Common areas of exploration include:</p><ul><li><strong>High level document review and summarisation</strong> (contracts, investigations, and regulatory compliance)</li><li><strong>Knowledge management and legal research augmentation</strong></li><li><strong>Drafting support for routine documents</strong></li></ul><p>These use cases align well with the strengths of the tech. Processing and analysing large volumes of text and accelerating repetitive tasks are great examples. However, many legal teams are still determining whether these applications <a href="https://www.tcdi.com/defensible-ai-fact-sheet/">deliver consistent and defensible outcomes in practice</a>.</p><p>What we’re seeing as a result is a fragmented landscape. Organisations are running pilots, but repeatable, scaled deployments are still extremely rare.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">The Role of Legal Operations</h2>				</div>
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									<p>Legal operations teams are playing a critical role in shaping adoption. As the function responsible for efficiency, technology, and vendor management, the legal ops team often leads the evaluation efforts.</p><p>However, they face a familiar challenge:</p><ul><li>Budget constraints</li><li><a href="https://www.tcdi.com/legal-process-change-caution-curiosity-confidence/">Balancing innovation with caution</a> to form a clear framework for risk management</li><li>Aligning stakeholders across legal, IT, compliance, and the business</li><li>Avoiding “tool proliferation” without clear ROI</li></ul><p>This reinforces the need for <strong>clear business cases</strong>, not just technical capability. Tools that demonstrate measurable impact (<a href="https://www.tcdi.com/choosing-the-right-ediscovery-tool-for-the-job/">time saved, cost reduced, risk mitigated</a>) are far more likely to gain traction.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">What Happens Next?</h2>				</div>
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									<p>Despite the hype, GenAI is not yet changing how legal functions work, and this should not be a surprise. The tech, despite its personification and beyond its promises, is not a panacea. Instead, and like many technology implementation projects that have gone before, it requires a known problem statement, a well-constructed business case, rigorous evaluation, and education, as well as <a href="https://www.tcdi.com/the-ai-efficiency-trap-why-structure-is-the-real-accelerator/">clear governance and controls</a>.</p><p>Old habits die hard, and in summary, organisations need to consider programs of change management before they can expect true enterprise adoption to fully see the benefits the tech has to offer.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Market Reality: Evolution, Not Revolution...Yet</h2>				</div>
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									<p>Looking ahead, a few trends are likely to shape the next phase of adoption:</p><ul><li>Shift from generic tools to<strong> proven use cases demonstrating value </strong> </li><li>Greater emphasis on <strong>defensibility and auditability</strong></li><li>Changes to process and working patterns</li><li>Seamless <a href="https://www.tcdi.com/legal-services/process-driven-ai-solutions/"><strong>integration into existing workflows</strong></a> rather than standalone tools</li><li>An iterative approach to roll out supported by <strong>real-world use cases </strong> </li></ul><p>Perhaps most importantly, organisations will move from asking <em>“What can GenAI do?”</em> to <em>“Where does it genuinely improve outcomes?”</em></p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">A Market Still Finding Its Shape</h2>				</div>
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									<p>For now, legal teams are certainly not ignoring GenAI, but they are equally not fully embracing it. They are, instead, approaching it with a mix of curiosity and caution.</p><p>Adoption is coming, but it will be shaped less by hype and more by <strong>trust from use cases and demonstrable benefits</strong>.</p><p>In many ways, the market is still forming, and the current speed of adoption is not a lag. Rather, it’s a sign of maturity.</p>								</div>
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															<img loading="lazy" decoding="async" width="600" height="450" src="https://www.tcdi.com/wp-content/uploads/2026/04/IQPC-Circus.jpg" class="attachment-large size-large wp-image-50726" alt="IQPC Circus" srcset="https://www.tcdi.com/wp-content/uploads/2026/04/IQPC-Circus.jpg 600w, https://www.tcdi.com/wp-content/uploads/2026/04/IQPC-Circus-300x225.jpg 300w" sizes="(max-width: 600px) 100vw, 600px" />															</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/genai-in-corporate-legal-interest-is-high-adoption-is-not/">GenAI in Corporate Legal: Interest is High, Adoption is Not</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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		<item>
		<title>Turning Insight into Action at the Consero Corporate Litigation &#038; Investigations Forum</title>
		<link>https://www.tcdi.com/turning-insight-into-action-at-the-consero-corporate-litigation-investigations-forum/</link>
		
		<dc:creator><![CDATA[Katie Niemi]]></dc:creator>
		<pubDate>Tue, 28 Apr 2026 10:00:57 +0000</pubDate>
				<category><![CDATA[Artificial Intelligence]]></category>
		<category><![CDATA[Blog]]></category>
		<category><![CDATA[Events]]></category>
		<category><![CDATA[Author - Zelm]]></category>
		<category><![CDATA[events]]></category>
		<category><![CDATA[Workflows]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=50697</guid>

					<description><![CDATA[<p>Last week’s Consero Corporate Litigation &#38; Investigations Forum in Litchfield, AZ, brought together legal leaders from mid-sized companies to global enterprises for a focused, highly</p>
<p>The post <a href="https://www.tcdi.com/turning-insight-into-action-at-the-consero-corporate-litigation-investigations-forum/">Turning Insight into Action at the Consero Corporate Litigation &#038; Investigations Forum</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="50697" class="elementor elementor-50697" data-elementor-post-type="post">
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									<p>Last week’s <a href="https://consero.com/">Consero Corporate Litigation &amp; Investigations Forum</a> in Litchfield, AZ, brought together legal leaders from mid-sized companies to global enterprises for a focused, highly interactive exchange on the evolving litigation landscape. Panel discussions covered a lot of ground from litigation cost control and data governance to the challenges facing public and private entities. There were also a large number of conversations around the growing influence of emerging technologies on legal workflows.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">In-House Teams are Stepping Up</h2>				</div>
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															<img loading="lazy" decoding="async" width="640" height="618" src="https://www.tcdi.com/wp-content/uploads/2026/04/Shane-Zelm-Conversation-at-Consero.jpg" class="attachment-large size-large wp-image-50711" alt="Shane Zelm conversation at Consero" srcset="https://www.tcdi.com/wp-content/uploads/2026/04/Shane-Zelm-Conversation-at-Consero.jpg 800w, https://www.tcdi.com/wp-content/uploads/2026/04/Shane-Zelm-Conversation-at-Consero-300x290.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/04/Shane-Zelm-Conversation-at-Consero-768x741.jpg 768w" sizes="(max-width: 640px) 100vw, 640px" />															</div>
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									<p>A consistent thread I noticed throughout the forum was the shift toward greater ownership and operational maturity within in-house legal teams. In many sessions, I found parallels to the discussions we’ve been having during our LitForward Legal AI Roundtable sessions across the country.</p><p>For example, discussions emphasized <a href="https://www.tcdi.com/how-to-build-a-defensible-ediscovery-workflow-that-doesnt-break-under-pressure/">standardizing processes</a>, improving coordination with IT and cybersecurity teams, and rethinking relationships with outside counsel and service providers. The tone was pragmatic, with less theory and more real-world applications of how teams are actually adapting.</p><p>This was a refreshing change from events last year, highlight a shift from companies being wary of business partners’ use of AI to mandating it to maximize cost-effectiveness.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">AI in Practice and the Evolving Role of Junior Attorneys</h2>				</div>
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									<p>One of the most engaging sessions was TCDI’s roundtable, <em>“From Hype to Practice: AI’s Real Impact on Litigation Teams,”</em> hosted by our own <a href="https://www.tcdi.com/team/michael-gibeault/">Michael Gibeault</a>.  The table was full, with about 40 in-house participants representing a wide range of organizational sizes and levels of AI adoption.</p><p>People were genuinely open about how they’re using AI today, from contract drafting to litigation review workflows, and they were just as candid about <a href="https://www.tcdi.com/the-ai-efficiency-trap-why-structure-is-the-real-accelerator/">governance concerns</a>.</p><p>I thought it was especially interesting to hear how attendees are guiding and monitoring outside counsel’s use of AI tools, including what costs they are willing (or unwilling) to absorb. In one case, a member described getting hands-on and visiting their counsel’s offices to oversee the tools used to provide clearer descriptions on their invoices.</p>								</div>
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															<img loading="lazy" decoding="async" width="640" height="480" src="https://www.tcdi.com/wp-content/uploads/2026/04/Michael-Gibeault-During-Consero-Roundtable.jpg" class="attachment-large size-large wp-image-50709" alt="Michael Gibeault During Consero Roundtable" srcset="https://www.tcdi.com/wp-content/uploads/2026/04/Michael-Gibeault-During-Consero-Roundtable.jpg 844w, https://www.tcdi.com/wp-content/uploads/2026/04/Michael-Gibeault-During-Consero-Roundtable-300x225.jpg 300w, https://www.tcdi.com/wp-content/uploads/2026/04/Michael-Gibeault-During-Consero-Roundtable-768x576.jpg 768w" sizes="(max-width: 640px) 100vw, 640px" />															</div>
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									<p>Another key theme that kept appearing was the evolving role of junior attorneys. Traditionally, early-career litigation work has centered on document review, summarization, and privilege logging, but AI is actively reshaping all of these areas. Rather than see this as a threat, many participants viewed it as an opportunity. By proactively developing fluency with AI tools, younger attorneys can differentiate themselves and become essential contributors to modern legal teams.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Measuring ROI and Taking Back Control of Litigation Processes</h2>				</div>
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									<p>Another major discussion point was how organizations are measuring ROI for AI. Some companies reported clear, immediate returns tied to targeted workflow improvements. Others described a more gradual approach, prioritizing <a href="https://www.tcdi.com/webinars/tcdi-talks/the-ai-efficiency-trap-why-structure-is-the-real-accelerator-tcdi-talks-episode-22/">long-term efficiency gains</a> and broader integration across departments. In those cases, legal teams noted increasing collaboration with IT, cybersecurity, and operations, connecting previously siloed functions into a more cohesive ecosystem.</p><p>The forum also highlighted a growing movement among in-house teams to reclaim <a href="https://www.tcdi.com/legal-process-change-caution-curiosity-confidence/">control over litigation processes</a>. By standardizing workflows and negotiating preferred rates, organizations are reducing dependency on outside firms and vendors while driving greater predictability and cost efficiency.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Beyond the Sessions</h2>				</div>
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									<p>Finally, beyond the sessions themselves, the event created meaningful opportunities to connect, including a lively casino-themed evening featuring blackjack, roulette, and a craps table that drew plenty of excitement. It was a fitting backdrop for candid conversations and relaxed networking.</p><p>Overall, Consero created an environment where real conversations lead to real progress, with legal leaders moving beyond challenges to share what’s actually working and where they’re headed next. And somewhere between the sessions and the casino tables, it was clear that when teams align around <a href="https://www.tcdi.com/legal-services/process-driven-ai-solutions/">process, data, and AI (technology)</a>, adoption stops feeling like a gamble and starts looking like a strategy.</p>								</div>
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									<p>Shane Zelm</p>								</div>
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									<p>Since 2008, Shane has supported clients in solving their eDiscovery challenges. During that time, he’s established defensible protocols for in-house legal departments, managed litigation response efforts, and coordinated with outside counsel to lead efficient eDiscovery processes.</p><p>Shane specializes in strategic litigation management by bringing together the right people and the right technology to drive early resolutions and inform risk mitigation.</p><p><a href="https://www.tcdi.com/team/shane-zelm/">Learn more about Shane &gt;</a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/turning-insight-into-action-at-the-consero-corporate-litigation-investigations-forum/">Turning Insight into Action at the Consero Corporate Litigation &#038; Investigations Forum</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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		<title>How to Build a Defensible eDiscovery Workflow That Doesn’t Break Under Pressure</title>
		<link>https://www.tcdi.com/how-to-build-a-defensible-ediscovery-workflow-that-doesnt-break-under-pressure/</link>
		
		<dc:creator><![CDATA[Katie Niemi]]></dc:creator>
		<pubDate>Thu, 23 Apr 2026 10:00:09 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<category><![CDATA[eDiscovery]]></category>
		<category><![CDATA[Author - Cameron]]></category>
		<category><![CDATA[Process]]></category>
		<category><![CDATA[workflow]]></category>
		<guid isPermaLink="false">https://www.tcdi.com/?p=50648</guid>

					<description><![CDATA[<p>If you spend any time in eDiscovery, you know we use the word defensible a lot. And it&#8217;s for good reason. Everything we do has</p>
<p>The post <a href="https://www.tcdi.com/how-to-build-a-defensible-ediscovery-workflow-that-doesnt-break-under-pressure/">How to Build a Defensible eDiscovery Workflow That Doesn’t Break Under Pressure</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="50648" class="elementor elementor-50648" data-elementor-post-type="post">
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									<p>If you spend any time in eDiscovery, you know we use the word defensible a lot. And it&#8217;s for good reason. Everything we do has to stand up to scrutiny, whether that’s from opposing counsel, the court, or stakeholders asking, “why did we do it this way?”</p><p>But defensibility isn&#8217;t as simple as following a fixed checklist from start to finish. Every matter has its own quirks. Data can show up differently than expected, scopes creep, and priorities may change halfway through, especially when you&#8217;re talking about multi-year litigation. All of these scenarios require your legal workflows to have a bit of flexibility.</p><p>That&#8217;s easier said than done, because now you’re balancing two things that don’t always sit comfortably together. You need <a href="https://www.tcdi.com/legal-process-change-caution-curiosity-confidence/">processes</a> that are consistent and repeatable while also being able to adapt when necessary. And the only way that balance actually works is through a combination of strong documentation, experienced teams, and clear, ongoing communication.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Defensibility Starts with Documentation</h2>				</div>
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									<p>If you want defensibility, you need documentation. Plain and simple. And it can’t be something that happens at the end of a project or as a post-action exercise. It really needs to be part of the process from the beginning and carried through the entire matter.</p><p>That includes your non-negotiables like legal hold implementation, data preservation, and chain of custody. Those are just baseline expectations across the board. But it also includes documenting the decisions you’re making throughout the life of the project.</p><p>In the beginning, that might look like capturing your initial assumptions around scope, timing, and cost, and identifying who the decision-makers are going to be. As the matter progresses, it becomes more about making sure that any time those assumptions change, you’re documenting what changed, what prompted it, and how you adjusted the workflow in response.</p><p>It doesn’t need to be overly complicated. You just need enough information to go back later, understand the decisions that were made, and walk back through the process step by step if you need to. At the end of the day, the goal is to have a clear, consistent record of how the matter was handled from beginning to end.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Flexibility Based on Experience</h2>				</div>
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									<p>As a matter progresses, you’re not just documenting what’s changing. Some of those changes are going to impact what happens next.</p><p>For example, you might go through a collection and find that the data doesn’t fully support the original scope, or you might get into culling and realize that your filtering strategy isn’t performing the way you expected. Either way, this is where you need controlled flexibility and the experience to make it work.</p><p>Your <a href="https://www.tcdi.com/no-surprises-building-trust-in-ediscovery-project-management/">project managers</a> understand what’s standard, what’s reasonable, and when something is outside of the norm. More importantly, they know how to guide those changes in a way that keeps the matter moving efficiently.</p><p>That might mean narrowing or expanding scope based on what the collection actually shows. It might mean revisiting culling decisions, adjusting timelines, or rethinking how review should be prioritized. Whatever the change is, the goal isn’t to abandon the process. It’s to make thoughtful adjustments that still align with your objectives and the realities of the matter.</p><p>This is also why it’s important to build in decision points throughout the workflow. You need moments where the team can stop, assess what’s been learned, and decide whether the original plan still makes sense or whether it needs to be refined before moving forward.</p><p>Sometimes everything lines up and you keep going. Sometimes it doesn’t, and that’s fine too. The point is that the process is structured enough to support those decisions, and the team has the experience to make them well.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Communication Is What Keeps Everything Aligned</h2>				</div>
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									<p>Even with strong documentation and experienced teams in place, things can still go sideways if communication isn’t handled well.</p><p>Because at that point, it’s not just about what’s happening in the process. It’s about whether everyone understands what’s happening, when they understand it, and how quickly they can respond to it.</p><p>You need to keep communication consistent from the start and with a clear path to escalation. Think about it in terms of status reporting:</p><ul><li>Where are you against the timeline?</li><li>Are you tracking to the original cost assumptions?</li><li>Have any of those assumptions changed now that you’re working with the data?</li><li>Who needs to be informed of these changes?</li></ul><p>And if there’s a blip in the process, that needs to be communicated as soon as it’s identified, not after it’s been solved (or beyond repair). This way, no one is caught off guard, and decisions can be made collaboratively as things evolve.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">What This Looks Like in Practice</h2>				</div>
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									<p>At the end of the day, change is going to happen. The question is whether your process can handle it without creating confusion or risk.</p><p>When you have the right documentation in place, a team that knows how to guide those decisions, and communication that keeps everyone aligned, those changes become manageable. You’re not scrambling to react. You’re making informed decisions and moving forward with a clear understanding of what that means.</p><p>That’s really what makes a process defensible in practice.</p>								</div>
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									<p>Rebecca Cameron</p>								</div>
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									<p>Rebecca brings over 15 years of experience in the eDiscovery field to TCDI, where she serves as Director, Client Services. Her expertise spans full-lifecycle project management for matters including scoping, collections, processing, review support, privilege logging and production delivery.</p><p>A Lean Six Sigma Yellow Belt and certified Digital Forensics Specialist, Rebecca combines process discipline with technical insight to deliver reliable, defensible outcomes. She partners closely with clients and internal teams to design and manage workflows that align legal strategy with operational execution.</p><p>Learn more about <a href="https://www.tcdi.com/team/rebecca-cameron2/">Rebecca &gt;</a></p>								</div>
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		<p>The post <a href="https://www.tcdi.com/how-to-build-a-defensible-ediscovery-workflow-that-doesnt-break-under-pressure/">How to Build a Defensible eDiscovery Workflow That Doesn’t Break Under Pressure</a> appeared first on <a href="https://www.tcdi.com">TCDI</a>.</p>
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