Information Governance & Discovery Counseling

Our data analytics and governance practice provides strategic guidance on information governance, data retention, litigation readiness, and adoption and rollout of new technologies across complex global data environments. Drawing on decades of eDiscovery experience, we help clients develop defensible policies, improve data visibility and access, reduce discovery risk and cost, and address privacy, security, over-retention, and data-loss concerns as legal, regulatory, and business needs evolve.

Our lawyers help clients develop and implement information governance policies and procedures across the data lifecycle—from creation and use through retention and defensible disposition. As new technologies accelerate data growth, we design practical frameworks for managing modern data sources while adapting to evolving regulatory, compliance, and litigation demands. Working with legal, IT, and business stakeholders, we align governance practices with operational needs and litigation readiness.

Our counseling focuses on the design, implementation, and documentation of information governance programs that help clients navigate and comply with data privacy regulation, litigation, and recordkeeping obligations. We help clients:

  • Conduct information governance assessments and annual compliance audits 
  • Develop policies, procedures, and controls 
  • Create and update global records retention schedules, and advise on data minimization and defensible disposition strategies
  • Support data migration, legacy system remediation, and technology transitions, and advise on cross-border data transfer considerations 
  • Train employees on compliance obligations and building organizational awareness 
  • Prepare data governance frameworks for mergers, acquisitions, and divestitures

Our team brings hands-on experience advising on the governance and discovery implications of modern enterprise technologies, including Microsoft 365 and Google Workspace, collaboration and chat platforms, mobile environments (including bring your own device), and social media. We focus on how these tools are used in practice and help clients assess emerging technologies, refine governance strategies, and design workflows that support compliance, litigation readiness, and defensible data management. We help clients:

  • Support rollout and governance of enterprise technology deployments focused on legal, operational and discovery risk including Copilot, ChatGPT, Gemini, Claude, and proprietary applications, including frameworks for managing AI prompts, outputs, logs, and related audit trails
  • Translate platform capabilities such as retention, logging, and labeling into governance frameworks for tools including Teams, SharePoint, OneDrive, Purview, Google Workspace, Slack, and Zoom
  • Modernize policies to address evolving data sources, including AI-generated content, collaboration, chat, and mobile data
  • Advise on preservation, collection, and discovery issues involving AI tools and modern workplace technologies
  • Design acceptable use, retention, monitoring, and escalation protocols for emerging technologies

A core component of our information governance practice is helping clients develop and operationalize defensible litigation readiness and discovery programs, including assessing existing practices, benchmarking against industry standards, and addressing complex data challenges created by emerging data sources and modern enterprise platforms. We help clients:

  • Design litigation readiness plans, discovery playbooks, and preservation, collection, and production strategies 
  • Establish legal hold, preservation, and legal hold release processes
  • Advise on the selection, implementation, and management of eDiscovery and legal hold technologies
  • Develop and validate generative AI workflows for eDiscovery, document review, and data classification, and advise on AI use and disclosure in discovery 
  • Train legal, IT, compliance, and business teams on discovery readiness and preservation obligations
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Ranked, Ediscovery & Information Governance, Nationwide
Chambers USA
(2021–2025)
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Dispute Resolution: Ediscovery
The Legal 500
(2021–2025)
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