12:00 pm EST, 9:00 am PST
Legal organizations are increasingly recognizing the risks and inefficiencies of retaining client data indefinitely. This roundtable session explores actionable strategies for managing the full lifecycle of a matter — from initiation to disposition — with a focus on reducing risk, improving governance, and optimizing storage costs.
Our panel of experts will guide a collaborative discussion around key stages of the matter lifecycle:
• Matter Initiation: Ensuring the right metadata and context are captured at the outset
• Repository Governance: Identifying sanctioned systems and enforcing usage policies during active phases
• Matter Closure: Leveraging workflows to consolidate final client files and trigger downstream processes
• Archiving: Moving dormant data off live systems to reduce exposure and cost
• Disposition: Using technology to generate eligibility reports and execute defensible disposal workflows
Attendees will gain insights into how firms are modernizing their approach to lifecycle management, hear real-world examples, and contribute to a shared dialogue on overcoming cultural and technical barriers. The session will be followed by a written summary that distills key takeaways into a publishable article for broader community learning.
Moderator:
Leigh Zidwick, Sr Director Info Governance, DLA Piper LLP (US)
Panelists:
Mike Guernon, Director of Risk Management, Epiq
Kathleen Jimenez, Senior Manager, Information Governance Strategy and Technology, DLA Piper LLP
Jessica Marlette, Attorney, DLA Piper LLP