Featured Experts
Consilio is comprised of hundreds of professionals who work tirelessly to provide exceptional service as we help you overcome your challenges. Meet a few of them here.
Ana Aburto
Director
Phone: (713) 969 9889
Email: Ana.Aburto@consilio.com
Ana serves as a primary account contract for Strategic Clients. By working closely with client, Consilio internal team and external counsel, Ana helps ensure the timely and successful delivery of services according to our clients’ needs and objectives. Ana also assists with monthly, semi-annual, and annual relationship reporting as well as manage new opportunity setup.
Andrew Bayer
Managing Shareholder
Phone: (619) 913-5970
Email: Andrew.Bayer@consilio.com
With over seventeen years’ experience and various certifications achieved (Certified E-Discovery Specialist: CEDS, Relativity Certified Sales Professional: RCSP) within the discovery management and legal operations industry, Andrew Bayer is dedicated to providing experience-based insight into the consultation and strategic deployment of eDiscovery management protocols.
With a focus on risk mitigation and cost reduction through technology-enabled workflows, Andrew is helping corporate and outside counsel clients achieve unparalleled cost reduction on their discovery and legal operations related expenditures. He remains devoted to new market and corporate client development while attending to a vast array of current clients spanning across a wide variety of industrial sectors and law firm profiles.
Additionally, he is a frequent speaker and presenter on discovery management theory and best practices at any number of eDiscovery conferences and/or legal organizations and is recognized as a subject matter expert in the field of eDiscovery.
Andrew Dey
Senior DirectorPhone: +44 207 422 7229
Email: andrew.dey@consilio.com
Andrew provides consultancy services to corporate Legal teams on strategy and technology, he previously held various operational, change management, IT and strategy roles at Director level within the global legal team at Barclays Bank.
Andrew was a founder member of the Banking Legal Technology (“BLT”) group, the Legal IT Innovators Group (“LITIG”) and the “KMIT” in-house legal group and is an active member of the Knowledge Management Committee of the Society for Computers and Law. Having worked closely with the LEDES Oversight Committee (“LOC”) to produce the international version of their eBilling standard and pioneer the use of matter management and eBilling in the UK, he is also on the Board of the LOC. Andrew works closely with the Legal Operations Group of the ACC (Association of Corporate Counsel) and has been on the judging panel for a number of legal awards.
He is very familiar with the range of software solutions on the market for corporate legal teams, and is currently Senior Director of the Legal Operations Consulting team at Consilio.
Alexander Krämer
Regional Director
Phone: +32 472878899
Email: alexander.kraemer@consilio.com
Office: Brussels
Alexander Krämer is Regional Director at Consilio in Brussels and advises clients on their eDiscovery and document review needs in Belgium, the Netherlands, Luxembourg and France. Alexander joined Consilio as a Senior Review Manager and oversaw document review projects in Europe. Previously Alexander also worked as an antitrust lawyer at an international law firm in Brussels.
Alicia Marke
Regional Manager
Phone: +447584482835
Email: alicia.marke@consilio.com
Alicia Marke is a Regional Manager for Consilio working out of the London office. In this role Alicia manages business relationships with clients, working closely with in-house and outside counsel to manage cost budgets and eDiscovery workflows for large-scale complex litigations, investigations and government inquiries. Alicia acts as the first point of contact for her clients in relation to all commercial matters as well as being responsible for ensuring that we achieve a level of service and customer satisfaction that our clients expect.
Her focus is based on creating costs that align with counsel’s legal spending and engages with her clients to understand the most effective process and technologies to manage complex matters. Her experience in such matters stems from all forms of commercial disputes from national to cross-border multi-jurisdiction issues, as well as investigatory and competition-related matters. Increasingly as there is a tighter focus on cost control without compromising quality Alicia works with Consilio’s consultants to put forward workflows and costs proposals that are transparent and match the needs of each individual matter.
Allison Myers
Data Analytics Director
Phone: (980) 224.3692
Email: amyers@consilio.com
Office: Charlotte, NC
Allison specializes in providing Fortune 500 corporations and their counsel with fully customized analytics solutions to e-discovery document review for complex legal matters. She helps lead a team with a unique skillset that combines legal training and technical aptitude. The dual skill set facilitates easy communication between clients and technical support to ensure objectives are clearly understood and effectively met. She helps lead a team who consults clients on how to leverage analytics tools to make document review more efficient and to lower costs. Allison concentrates on providing clients and counsel with a comprehensive view of data to identify which analytics tool is most appropriate to achieve client objectives. Through search term analysis, email threading, conceptual searching, technology assisted review and continuous active learning, Allison can create tailored results for each client to best suit his needs. Given the expanding scope of e-discovery, crafting of bespoke solutions is increasingly important. Allison is licensed in North Carolina and Virginia. She has a dozen years experience in the e-discovery field, the last 6 of which have been focused on analytics. She has enjoyed being a guest lecturer on analytics in e-Discovery at Suffolk Law school.
She helps lead a team who consults clients on how to leverage analytics tools to make document review more efficient and to lower costs. Allison concentrates on providing clients and counsel with a comprehensive view of data to identify which analytics tool is most appropriate to achieve client objectives. Through search term analysis, email threading, conceptual searching, technology assisted review and continuous active learning, Allison can create tailored results for each client to best suit his needs. Given the expanding scope of e-discovery, crafting of bespoke solutions is increasingly important.
Allison is licensed in North Carolina and Virginia. She has a dozen years experience in the e-discovery field, the last 6 of which have been focused on analytics. She has enjoyed being a guest lecturer on analytics in e-Discovery at Suffolk Law school.
Adam Novick
Sales Engineer
Phone: (914) 406.6832
Email: adam.novick@consilio.com
Adam Novick is a Certified e-Discovery Specialist with extensive experience in the legal technology industry. He is currently a Sales Engineer at Consilio LLC, the global leader in legal consulting, eDiscovery, and Managed Review services. Adam’s role involves partnering with clients to develop solutions to their most pressing challenges, including litigation, investigations, discovery requests, regulatory compliance, data privacy, and legal analytics.
Adam collaborates closely with multinational law firms and corporations to deploy innovative software and solutions that span eDiscovery, document review, and information governance workflows. Adam is always focused on driving efficiencies, reducing risk and delivering measurable results.
Prior to joining Consilio, Adam served as a Strategic Account Executive at Everlaw where he worked with Fortune 500 legal teams and Am Law 200 firms. Other companies Adam has made a positive impact at include Hanzo, Patexia, Planet Data Solutions and Ricoh (formerly IKON).
When Adam is away from work, he enjoys spending time hiking with his wife and coaching his daughter’s soccer and softball teams.
Art Skaran
Senior Vice PresidentPhone: (425) 241.3958
Email: Art.Skaran@consilio.com
Art is a former practicing attorney and general counsel. For over two decades, Art has worked successfully with corporate in-house legal departments and law firms to design and implement legally defensible and cost-effective processes for collection, manual and automated review, and production of electronically stored information (ESI).
At Consilio, Art is responsible for managing relationships with a portfolio of strategic accounts. In addition, he is responsible for driving the use of value- based business development strategies across the sales team.
Reporting to Consilio’s CRO, Art develops, implements and leads the retention and growth strategies for a number of Consilio’s strategic accounts. In addition, Art partners with the sales management team to provide training, implementation and mentoring support to the individual sales team members in their efforts to communicate the significant value of our professional services to their clients. Art draws upon his years of industry experience and as a lawyer to provide practical and valuable support to his clients.
Adam Storck
ManagerPhone: (513) 310.0730
Email: adam.storck@consilio.com
Adam Storck is a Manager who consults with corporate legal departments and their outside law firms, across a range of operational requirements, to develop processes and cost-saving strategies to better manage their outside legal spend. By leveraging Sky Analytics, clients are provided with advanced business intelligence that drives informed and actionable decisions.
Before joining Consilio, Adam worked in United Lex’s Legal Operations and Compliance Practices. Additionally, he has previous experience with Bank of America in their Special Asset Group and with Amazon’s photo studios
Adam is admitted to practice law in the State of Ohio and the USDC for the Southern District of Ohio.
Andrew Stone
Managing Director
Phone: 312-626-6113
Email: Andrew.Stone@Consilio.com
Andrew has over 20 years of business development and sales management experience. As Managing Director, Andrew is responsible for mentoring and supporting his sales team throughout the central region of the United States. Andrew has a passion for collaborating with his team on strategy and vision to ensure our clients receive an unparalleled service level experience. Reporting to the Head of Sales, North America, Andrew works closely with members of the executive team with a concentrated focus on business development strategy, client retention and profitability.
Bill Cleaver
Business Development Director
Phone: 312.857.5588
Email: bcleaver@consilio.com
Office: Chicago
For over two decades, Bill has worked with corporate legal departments, and their outside counsel, helping clients comply with discovery and production requests in investigations, regulatory, and complex litigation matters. Bill also assists his corporate clients better understand their legal department and helps identify opportunities for better service and more efficient operation.
Focusing on business development, relationship management, and industry best practices, Bill brings a wealth of experience and industry knowledge to every client. Bill’s legal training and critical listening skills allow him to quickly understand problems and propose efficient and defensible solutions to help clients reduce risk and costs. Leveraging Consilio’s global resources, Bill is able to offer a global force to assist clients with the seamless integration of forensic data collection, electronic discovery, data analytics, document review, production, and project management. Bill is a graduate of the University of Kansas School of Law and the University of Iowa for undergraduate. He is active in his community and currently sits on the Executive Board of Directors for CARPLS – providing US Veterans in the State of Illinois and low-income Cook County residence access to free legal services.
Bruce Malter
Business Development Director
Phone: (312) 479-5386
Email: bruce.malter@consilio.com
Office: Chicago
Bruce Malter is an executive-level professional with over 25 years of technology-based experience for professional services companies and technology providers with an extensive focus in the litigation support sector. His specialties include; Litigation Support Practice Management, eDiscovery, Digital Forensics, Discovery and Review Process, Information Governance, Cyber Security, and Litigation Preparedness. Bruce has advised and provided expert testimony with respect to the identification, strategy, and collection of electronic data.
Bruce is a seasoned business and practice leader having both built and managed large sales and operation departments. Among his many accomplishments, Bruce built a profitable eDiscovery/Litigation Solutions group for PLA and was responsible for the P&L, budgeting, business development, marketing, staff management, technology selection, as well as a billable resource. He has advised both corporate legal and law firm attorneys on eDiscovery matters including Litigation Preparedness, eDiscovery Case Management, Computer Forensics, legal technology, and litigation department operations. He has secured and managed well over 400 investigations that included SEC, DOJ, International, Incident Response and high-profile matters. He has operated as an interim Litigation Support Director for a large national law firm and was a VP of Sales with Merrill Corporation managing a team of 23 Sales and Sales Support. He also has multi-national experience having worked in the Pacific Rim for Motorola in a sales and marketing role.
Brian McClure
Vice President, eDiscovery Services
Phone: (312) 878-1926
Email: brian.mcclure@consilio.com
Office: Chicago
Based in the Midwest, Brian concentrates on business development, relationship management and industry best-practices. He works closely with corporate legal, legal operations IT departments and outside counsel to design and implement legally defensible and cost-efficient processes for preservation, processing, review, and production of electronically stored information utilizing AI technology.
His concentration draws on over 14 years of industry experience managing a variety of legal matters including complex litigation, antitrust, regulatory investigations, intellectual property, and disputed involving cross-border implications. He is a natural problem-solver, trusted adviser and resource to clients, providing valued insight into a rapidly evolving legal technology environment.
Ben Rusch
Vice President, Document Review Services, Europe & APAC
Phone: +49 (0)69 365 065 356
Email: ben.rusch@consilio.com
Office: Frankfurt
Ben Rusch is a Vice President of Document Review Services at Consilio and responsible for all managed review projects in Europe and Asia. During his time at Consilio, Ben has set up and overseen review projects in Japan, Germany, Belgium, and the U.K., involving review teams that natively spoke English, Japanese, German, Dutch, French, Italian, Russian, Spanish, Kazakh, Uzbek, Turkish and Kyrgyz.
Prior to joining Consilio, he worked as an Associate for some of the world’s leading law firms. He qualified as a solicitor with Herbert Smith (London) where he worked in their Equity Capital Markets department. He also worked as an Associate in the EU & Competition department of Ashurst (Brussels) and as an Associate in the EU & Competition group of SJ Berwin (London).
Ben has extensive experience in EU merger control and advised clients in the UK, Germany, Austria, Italy, Switzerland, Russia, and Brazil on complex mergers across a wide range of industries.
While in private practice, Ben also dealt with multiple cartel investigations and was part of the legal team which, in the context of a worldwide, multi-authority cartel investigation, worked on one of the most high-profile leniency applications to date. He also set up compliance programmes for two of the largest companies in Europe and advised non-EU law firms on EU leniency procedure.
Ben is a regular speaker at conferences, has presented on financial services data together with the founders of EDRM, and has published on Risk Modelling as well as Competition Law enforcement priorities.
Finally, Ben has a strong interest in risk arbitrage and advised 19 of the largest hedge funds on risk arbitrage, EU merger control procedure, and statistical modeling in an antitrust context.
Areas of expertise:
- Antitrust investigation
- EU law
- Business law
- Risk and merger control
- International managed review
- eDiscovery process
Publications
- “Risk Modelling and Antitrust Risk Assessment in Light of UK Cartel Enforcement Policy,” Competition Law Journal (March 2014)
Education & Certifications:
- MA, Law, University of Oxford
- German Law, Universität des Saarlandes
Brent Stevens
Director
Phone: (646) 277-8864
Email: bstevens@consilio.com
Office: New York
Brent is an accomplished business development executive with 10 years of experience providing corporations and law firms with e-discovery solutions for large-scale legal matters. He concentrates on business development and discovery consulting, helping his clients find the most effective and defensible strategy for their cases, pre-litigation planning through production. His experience draws from work on a range of legal matters, including complex litigation, cross-border, antitrust, regulatory investigations and intellectual property. He is a trusted adviser and resource to his clients, providing invaluable insight into a rapidly evolving legal technology and regulatory environment.
Prior to joining Consilio, Brent was a Director of Business Development for a privately held global business services firm. Brent was instrumental in establishing and growing the legal technology business in the greater NYC area, as well as DC, San Francisco and London. Brent managed a team ,consulting and managing over 200 active projects a month from +50 law firms and corporate legal departments across all legal practice groups, including litigation, bankruptcy, mergers, and acquisitions. Brent was consistently recognized as a top-performing sales director.
Barry Wong
Director
Phone: +85295764421
Email: barry.wong@consilio.com
Office: Hong Kong
Barry Wong is a Director of Consilio, a global leader in Legal Consulting & Legal Services.
Barry is responsible for Strategic Accounts Management, Business Development and Client Relationship Management in the Greater China and South East Asia Region.
Barry advises clients on eDiscovery and Document Review solutions, specializing in complex cross-border and local/regional matters.
Carolyn Anger
Senior Director
Email: carolyn.anger@consilio.com
Carolyn specializes in e-discovery strategy and management. She has vast experience managing complex commercial litigation, investigations, and merger reviews. As a subject matter expert focusing on people, technology, and process management, Carolyn prides herself on providing practical, creative solutions through in-depth knowledge, project management principles, research, and previous hands-on experience. Carolyn is a leader who provides guidance and support on evidence management and case management issues, overcoming challenges by leveraging technology and best practices to manage the risks associated with electronic information.
As a former e-discovery manager at a Bay Street firm, Carolyn strives to bridge the gap between legal and information technology teams while leveraging best of breed tools and processes to solve their problems. Carolyn is passionate about court modernization and is a member of the Ontario e-Hearings Taskforce, a forum whose mandate includes developing best practices for conducting e-hearings. She is president of the Toronto chapter of ACEDS, is a founding member and has served as a director on the not-for-profit board of the Toronto chapter of Women in eDiscovery. She is also an active member of Sedona Canada and the EDRM. Carolyn is continuously learning new technologies and holds multiple industry-related certifications.
Clarise Chichizola
Director, Project Services
Email: Clarise.Chichizola@consilio.com
The Project Services team’s mission is to coordinate with the clients and stakeholders to implement and execute routine processes to achieve the highest and best use of time and talent and allow for work-life balance for everyone. Along with the other Directors, Clarise focuses on mentoring the team to fulfill that mission with accuracy and efficiency. Additionally, she analyzes trends and processes to identify places for efficiency and scalability improvements and works with stakeholders to implement and develop new workflows.
Clarise has been in the Ediscovery space since 2001 and draws upon her experience as a Paralegal at law firms and as a Project Manager for various vendors to analyze the situations in order to develop processes and tools to bring value and satisfaction to clients and employees alike. She enjoys the supportive role the PS Team has offered and looks forward to continued growth with Consilio.
Christina Cidade
DirectorEmail: chrisina.cidade@consilio.com
Christina is a Director within the Strategic Client Solutions team at Consilio. She began her eDiscovery career in 1997 and has acted as a Project Manager, Product Launch Manager, and Account Manager before taking her current role as Director.
Christina has over 20 years of experience in the legal industry with a focus on litigation support and eDiscovery. Christina has served as the primary point of contact for clients on hundreds of eDiscovery engagements, and has guided them through the eDiscovery process, including initial project scoping, project size, and cost estimation.
Cecilia Fox
Director Client Success – SSBU
Phone: (312) 502-8580
Email: Cecilia.Fox@consilio.com
Cecilia Fox is on a mission to help her clients gain the independence and knowledge to take on every aspect of their e-discovery needs. Cecilia started off her legal career in public service as an Assistant State Attorney in South Florida. After 6 years of practicing criminal law, she shifted her career into eDiscovery. Throughout the last 10 years, she acquired experience in many aspects of eDiscovery; including: review, processing, hosting, analytics, product development, project management, and most recently, self-service management. The combination of once being a trial attorney herself and the diverse skill sets within the eDiscovery field she has developed, have given her a unique perspective in her current role in the Sightline Success Business Unit at Consilio.
This breadth of experience has allowed Cecilia to think outside the box and help her clients find custom workflows to unique situations. She has worked with small to large firms, small to large corporations, and public companies. Each client comes with its own needs and Cecilia always takes the time to determine the individual needs and customize the solutions with a personal touch.
In addition to being a Director of Client Success, Cecilia also has a passion for promoting diversity and inclusion. She serves on Consilio’s Diversity and Inclusion Board, Affinity Group Steering committee, and the Board of Directors of BRAG (Black Responsiveness Affinity Group). She is also one of the founders and co-chairs of Consilio’s multi-cultural affinity group. Furthermore, Cecilia serves as the chair of the first diversity committee in her children’s school district in Naperville, Illinois.
Canaan E. Himmelbaum
Vice President
Phone: (352) 302.7999
Email: canaan.himmelbaum@consilio.com
Canaan is a Vice President of Consilio, a global leader in Legal Consulting & Legal Services.
Canaan Himmelbaum serves as a vice president of Consilio, overseeing business development and consulting services. Canaan leverages his years of experience in the food and beverage industry working in-house as Litigation and eDiscovery Counsel at Glanbia, PLC where he worked on large scale eDiscovery, litigation and M&A matters. He advises and consults with Clients that are part of Consilio’s Food & Beverage and Antitrust Groups, as well as consults on planning and budgeting, internal investigations, class actions, recalls and information governance.
Mr. Himmelbaum’s extensive in-house career allows him to successfully manage the collection, review and production of documents for Clients. Below are some examples and representative matters
- FTC antitrust investigations
- Food & Beverage Class Action Litigations
- IP Related Matters – TM and Patent Disputes
- Multiple civil cases, including breach of contract and shareholder oppression
- FINRA arbitrations
- Multiple criminal investigations
Additionally, Canaan has negotiated to narrow subpoena requests in government investigations and large-scale mergers and acquisitions. When appropriate, he utilized data analytics to narrow the scope of review.
ADVISORY SERVICES
Consilio offers a wide range of consulting services to law firms and corporate clients.
Some of which include:
- Litigation and investigation management
- Document review management
- Early case assessment
- Data preservation
- Information governance
Mr. Himmelbaum has developed protocols for such matters as subpoena analysis and review, document review, preparation of witness files and outlines, chronologies of key documents, witness interviews and preparation of witness memoranda. Advisory services for specific substantive areas of law, such as antitrust, Oil/Gas/Energy, FCPA and health care fraud, are also available. These services enable attorneys to handle their litigations more cost effectively.
Cara Lemire
Manager
Phone: 978.886.2467
Email: cara.lemire@consilio.com
Office: New York
Cara Lemire is a manager of global business development with Consilio. She is member of the Strategic Client Solutions and Sales teams. She drives new business, and helps manage top tier Consilio accounts. In her role, Cara garners lasting professional relationships and establishes herself as a strategic partner. With years of sales, account management and eDiscovery experience, Cara is committed to her accounts, providing them with the highest level of service.
Reporting to the Global Revenue Organization, Cara embraces Consilio’s values through her commitment to teamwork and transparent communication. She draws on her past experiences in the eDiscovery industry to align herself as a proactive resource to her clients. She helps educate clients on Consilio’s suite of services, develops repeatable workflows and custom reporting.
Collin Miller
VP of Investigations and Compliance
Phone: 915.490.4167
Email: collin.miller@consilio.com
Collin Miller is an experienced project manager and solutions architect. He has years of management experience and specializes in custom solutions for management of large data sets, for compliance, investigation and e-discovery needs.
Managing engagements and client expectations for the better part of a decade, Collin is an expert at finding the right tools to create a custom, cost effective, timely solution for clients in need of e-discovery and investigative support. Collin has worked with multiple Fortune 50 companies and AM Law 100 firms, utilizing best-of-breed technologies to assist with complex, multi-million-dollar investigations and litigation.
Articles and Publications
“The Case for Analytics in IG,” Law Technology News, November 2015 (with Hunter McMahon)
“Can Big Data Identify Sexual Harassers in Workplaces?” Legaltech News, February 2018
Speaking Engagements
- HTCIA International Conference and Training Expo– September 2, 2015- Presentation on the use of advanced analytics for investigations.
- HTCIA NE Chapter Meeting- Oct. 23, 2015- Presentation on the use of advanced analytics for investigations.
- Legal Week New York (LTNY)- February 4, 2016- Dancing With the eDiscovery Stars: Case Studies in eDiscovery Powered by Analytics
- Legal Technology Summit, Allen Brothers, Detroit- April 28, 2017- Assisted NOT Artificial Intelligence: Understanding How to Leverage ‘AI’
Certifications
Advanced Analytics Certification- Content Analyst
Security Awareness Certification- Altep, Inc.
Riskcovery Consultant Training- Riskcovery
HIPAA Security Certification- HIPAAtraining.com
HIPAA for Business Associates- HIPAAtraining.com
Brainspace Certified User
Brainspace Certified Administrator
Danielle Brooks
Director, Financial ServicesPhone: 312.285.1165
Email: dbrooks@consilio.com
Office: Atlanta, Georgia
Danielle V. Brooks is a Director in Consilio’s Global Revenue Organization supporting the Financial Services Vertical. In her role as the vertical’s chief of staff, she coordinates and helps drive multiple knowledge sharing initiatives to include exclusive client-centered events and monthly communications that keep our clients informed on the latest developments in both their industry and ours. She also provides relationship management and team coordination across thousands of eDiscovery and document review matters. In addition to her main responsibilities, Danielle is an active member of the Client Experience and Diversity and Inclusion leadership committees. She also serves as a co-chair of Consilio’s first established affinity group, The Black Responsiveness Affinity Group (B.R.A.G.) and participates in the company’s summer internship program.
Prior to her current role, Danielle was the Director of Global Learning at Consilio where she helped implement the company’s online university and established the internal employee review process, in addition to creating the universal onboarding program for new hires. Before this role, Danielle was the Manager of Sales Performance and Education where she designed and delivered a world-class onboarding program for Consilio’s Global Revenue Organization. A paralegal by trade, Danielle began her career in Los Angeles and has lived and worked for an Am LAW 10 law firm in Silicon Valley and New York City. Danielle currently resides with her husband and daughter in the Atlanta metropolitan area.
Daniel Coppola
Managing Director
Phone: 646.220.9944
Email: dcoppola@consilio.com
Office: New York
Dan’s professional services background spans a range of business verticals with a strong focus on technology. He has engineered custom business solutions within the litigation, financial, insurance, and retail industries concentrating on strategy, process improvement and operational management. His management and technical experience consists of enterprise software development and integration, complex data modeling and analysis, computer forensics, discovery program design, case management services, and data remediation.
Dan specializes in litigation consulting, using technology and proven processes to improve efficiencies and reduce costs associated with discovery management. He has extensive experience designing customized end to end discovery programs and workflows that integrate the data request process with data collection and fulfillment responsibilities for several of the largest global banking and pharmaceutical corporations.
Daniel Dale
Regional Manager
Phone: +44 750-802-3050
Email: Daniel.Dale@consilio.com
Dan is a Regional Manager at Consilio, overseeing high value commercial relationships with global law firms and corporations. He ensures success and drives efficiencies for clients by tightly managing projects from cradle to grave.
Dan joins Consilio from Opus 2 where he was responsible for deploying digital trial bundle and transcription technology on multi-billion-pound disputes and public inquiries. Prior to that he completed law school with distinction and took jobs at technology-focused law firms such as Olswang (now CMS). Sitting within the UK team, Dan has taken over responsibility for relationships with FTSE 100 corporations, leading UK law firms and several overseas offices of US firms.
Reporting to Consilio’s UK Managing Director, Dan partners with other members of the UK team to oversee high value accounts and design strategic technological plans to keep clients within deadlines and budgets. Dan draws on his past experience in law firms and barristers’ chambers to speak conversantly with lawyers about the challenges they face and deploy technology to address their specific legal issues
David Grant
Deputy General Counsel
Email: dgrant@consilio.com
Telephone: 713.557.7866
David Grant is a Deputy General Counsel at Consilio LLC. In that role, David provides advice and guidance to Consilio professionals on numerous topics that include e-Discovery, data privacy, HIPAA requirements, and contractual issues to list a few.
David obtained his experience in all aspects of electronic discovery first at Enron Corp., then at Wal-Mart Stores Inc., the world’s largest retailer, and most recently as counsel to various e-discovery vendors.
As a result of his work in corporate legal departments, David has extensive experience in the development and implementation of eDiscovery programs focused on ensuring that organizations comply with their legal obligations, avoid sanctions, and are recognized as conscientious litigants. These programs rely upon a positive engagement between internal client resources, legal and IT professionals, and eDiscovery services vendors. Throughout his eDiscovery career, David has repeatedly demonstrated his ability to achieve success with the programs he has developed and implemented.
Listed here are some of David’s e-discovery achievements.
Programs & Initiatives
- Developed and implemented programs that successfully addressed both the legal and technical aspects of nationwide electronic eDiscovery obligations and established compliance with applicable federal and state eDiscovery rules.
- Developed and implemented manuals and step-by-step quick guides designed to lead legal professionals through the eDiscovery process in order to meet applicable legal obligations and avoid sanctions.
ESI Preservation & Litigation Hold
- Created a Preservation Packet, which included a checklist and forms to enable legal professionals to identify and preserve relevant ESI, as well as to record such preservation efforts.
- Created a Litigation Hold Manual, which included instructions for identifying relevant data, custodians and data sources, and various forms for issuing hold instructions and tracking compliance.
Legal Professionals
- Trained in-house and outside counsel in all aspects of eDiscovery law and litigation best practices.
- Managed and directed the efforts of outside counsel in more than 70 class action cases to ensure complete, professional responses to electronic and traditional eDiscovery demands.
Document Review Management
Over the course of numerous litigation projects,
- Supervised contract review attorney teams ranging in size from 25 to more than 150, for projects which were days to months in duration.
- Supervised the review of data populations ranging into the millions of documents.
- During the Enron bankruptcy, supervised the processing of document volumes in excess of 100 million pages.
IT and Technology
- Participated with various IT departments in the evaluation of litigation hold software and various eDiscovery applications.
- Managed the development and implementation of internal eDiscovery project tracking software which provided data regarding document volumes, project details and litigation goals.
- Trained IT staff regarding eDiscovery rules and procedures.
Author/Speaker/Panelist Activities
- Pragmatic Advice about eDiscovery, State Bar of Texas Webcast, July 14, 2009.
- EDiscovery: What Are You Paying For?, State Bar College “Summer School”, July 16 – 18, 2009.
- EDiscovery Part 1, Texas Lawyer Roundtable Series, February 2009
- Metadata & EDiscovery, Consumer & Commercial Law Course 2007, State Bar of Texas September 2007
- Hispanic National Bar Association: Annual Conference, Opening and Closing Arguments, October 2005.
- California Minority Counsel Program: 16th Annual Business Development Program, EDiscovery, Issues and Practices, September 2005.
- Marcus Evans: The Legal and Strategic Guide to EDiscovery, April 2005.
Education
- J.D., the University of Texas at Austin, School of Law
- B.S. in Speech, with High Honors, the University of Texas at Austin
Professional Memberships
- The State Bar of Texas
- The University of Texas at Austin, School of Law, The Review of Litigation
- Phi Kappa Phi Honor Society
Practice
Prior to concentrating on electronic discovery, David maintained a civil trial practice conducting trials in both state and federal courts, and he has tried over 35 jury trials during his distinguished career. David is licensed to practice law before all state trial and appellate courts in Texas. He is also admitted to practice in the United States District Court for the Southern District of Texas, the U.S. Court of Appeals for the Fifth Circuit, and the U.S. Supreme Court. Additionally, Dave was previously admitted pro hoc vice to practice before the United States District Courts for the Western and Eastern Districts of Texas, Southern District of New York, and District of Puerto Rico.
Dan Lehane
Regional Sales Director
Phone:832-654-3997
Email: daniel.lehane@consilio.com
Dan Lehane is an accomplished sales leader with more than 20 years’ experience. His specialties include leading, managing, and developing sales teams to achieve their individual and team targets. As Consilio’s US Southwest Regional Sales Director, Dan is instrumental in driving revenue and continuous growth of the company. Prior to joining Consilio, Dan founded Equivalent Data (EQD) and served as the company’s President and Chief Operating Officer.
Derrick Logan
Senior Director
Email: derrick.logan@consilio.com
Derrick Logan has over 15 years of information systems, operations management, and legal technology development and deployment experience, and has worked in some of the most prestigious law firms in the AmLaw 200 including Skadden Arps, Weil Gotshal, and Jones Day.
Derrick is responsible for the design and construction of Managed Services environments. He works with client teams pre and post-sale to ensure that environments meet client-driven goals.
Working directly with in-house counsel, senior executives, and legal teams, Derrick has affected the collection, processing, review, and production of electronically stored information in SEC and IRS investigations, multiple large corporate litigation matters with an emphasis on white-collar criminal defense, intellectual property, employment, product liability, mass tort, and multidistrict litigation.
David Lugbauer
Director of Business Development
Phone: (281) 714-1923
Email: dlugbauer@consilio.com
I have over 14 years of experience in the e-Discovery industry. Experienced Sales Executive with demonstrated success working in the legal services industry. Sales professional skilled in negotiation, e-Discovery, Discovery Document Review Staffing Services and Project Management.
I assist corporate clients and law firms by providing full-service e-Discovery services. With our offices in the US, UK, EU and APAC I am able to work on projects across the globe and I am up to speed on the latest GDPR regulations. Our teams are subject matter experts in all areas of the Electronic Discovery Reference Model, focusing on the management of Electronically Stored Information throughout each functional phase, from identification through presentation. By leveraging that knowledge and experience I offer tailored services and end-to-end support for my clients.
I have completed hundreds of e-Discovery projects that have included forensic data collection, data processing and document review. I specialize in document review projects, managing many projects and staffing thousands of lawyers over my 14 years in the industry.
Drew Macaulay
Managing DirectorPhone: +44 203 695 0200
Email: drew.macaulay@consilio.com
Office: London
Drew Macaulay is a Managing Director of Consilio, a global leader in Legal Consulting & Legal Services.
“Drew is Consilio’s primary subject matter expert in cross-border litigation, regulatory and internal investigations. Drew has particular expertise with multi-jurisdictional anti-corruption/bribery/FCPA and cartel investigations involving the EMEA and Asia Pacific regions.
Over the last nine years, Drew has led projects for Consilio clients in more than 20 countries. In addition to client project work, Drew has management responsibility for Consilio’s UK offices.
Areas of expertise:
- Multijurisdictional investigations and litigation
- Regulatory and internal investigation management
- Multilingual eDisclosure and document review projects
- European data privacy legislation
- Computer forensic investigations
- Complex preservation and data collection exercises
Donald MacDonald
Disclosure Consultant
Phone: +44 746.996.7157
Email: donald.macdonald@consilio.com
Office: London
Donald MacDonald is a disclosure consultant at Consilio. He is responsible for working with clients to formulate strategy for active UK High Court proceedings as well as for arbitrations, investigations, and public inquiries.
Donald has extensive experience working with clients to craft defensible disclosure strategies taking into consideration factors such as the accessibility and likely costs of retrieving and reviewing date from different sources and formats as well as dealing with day to day issues relating to disclosure. Previous cases have involved working with clients to handle highly sensitive information which has required assembling teams to meet government security clearance standards. Donald acts as an interface between the technical and legal teams to ensure that any solutions and workflows which are implemented are appropriate to the needs of each matter and technically robust.
Donald also provides training to clients on a range of topics relating to technology and the disclosure process including practical guidance to the disclosure pilot in the Business and Property Courts of England and Wales and is a fluent Spanish speaker.
Doug Ventola
Managing Director
Phone: 781.686.2504
Email: dventola@consilio.com
Office: Framingham, MA
Doug is a Managing Director of Consilio, a global leader in Legal Consulting & Legal Services.
Professional Experience
Doug joined Consilio through the acquisition of Sky Analytics where Doug was Founder and President. Since 2011, Sky Analytics has helped corporate legal departments better manage their outside legal spend, providing advanced business intelligence that drives informed decisions as it relates to legal spend. In his role at Consilio, Doug works closely with corporate legal departments and drives forward the development of the Sky Analytics technology based on the insights and needs of our clients.
Prior to founding Sky Analytics, Doug was a Senior Vice President at The Nasdaq Stock Market, where he launched and headed their Global Corporate Services Division– acquiring and heading companies that provide services to publicly traded companies on behalf of Nasdaq. Doug’s roles and responsibilities while at Nasdaq included:
- President, Shareholder.com – leading Investor Relations Communications and Intelligence company.
- President, GlobeNewswire – led the acquisition and integration of one of the top 4 news distribution companies into The Nasdaq.
- President Director’s Desk – led the acquisition and integration of the business with a focus on electronic board books into The Nasdaq.
- President, Bloom Partners – led the acquisition and integration of a stock surveillance service into The Nasdaq’s suite of corporate services.
Speaking Engagements
- ACC Xchange 2019 – “Leveraging Technology and Talent to Reduce Spend, Minimize Risk, and Drive Efficiencies”
- ACC Legal Ops Webinar, November, 2018 – Toolkit Presentation “Managing Vendors”
- ACC Webinar September, 2018 – Metrics & Analytics – Consilio’s Sky Analytics Legal Spend Management Platform
- Conference of California Bar Association 2018 – “Diversity – Tracking, Managing and Measuring”
- Interact 2017 – “Visually Intuitive Analytics”
- Serengeti Tracker Conference 2016 – “Using Analytics to Strategically Manage Outside Legal Costs”
- ILTA 2016 – Panel Discussion “Why UTBMS Billing Codes Aren’t a Waste of Time”
- ALM Webinar, September, 2015 – “Analytics and Law Department Management”
- ACC Boston 2015 – “Making Legal Analytics Actionable”
- Serengeti Summit 2015 – “How the Rise of Law Department Operations Means Business for Legal”
- Bridgeway Conference, 2015 – “Technology and Legal Procurement”
Edward Chau
Manager
Phone: +852 3796 3568
Email: edward.chau@consilio.com
Office: Hong Kong
Edward Chau is a Regional Manager of Consilio, a global leader in Legal Consulting & Legal Services.
Ed has over 10 years of sales experience in selling legal, marketing and education-focused technology solutions. He started his sales career within the publishing industry at Pearson Asia, and subsequently moved on to work at other publishers including Lexis Nexis. He also spent 3 years at Transperfect HK and was responsible for regional business development for both the translation and document management business. He most recently joins us from Thomson Reuters where he was Territory Manager covering the Greater China Region, selling content and legal solutions.
Elizabeth Erickson
Senior Director
Phone: 312.550.8198
Email: eerickson@consilio.com
Office: Chicago
Elizabeth has sixteen years of experience as a commercial litigator and consultant representing clients on a variety of adversarial and advisory matters across a range of industries and channels, with an emphasis on e-discovery and corporate records management. She serves as a trusted subject matter expert to in-house legal departments and law firms on various issues related to e-discovery and the management of electronically stored information, including technology assisted review, data analytics, litigation readiness, records retention, legal holds, data maps, defensible deletion, cybersecurity, cross-border, and data privacy. Elizabeth thoughtfully balances legal considerations with business objectives and technology solutions in order to maximize defensibility, reduce legal spend, and standardize matter handling.
As a Director and member of Consilio’s Discovery Consulting team, Elizabeth assists corporate law departments and law firms with the overall management of their electronic discovery needs. She specializes in project management, as well as the implementation of comprehensive review solutions for complex litigation and government investigations. Elizabeth provides clients with discovery strategies that aim to maximize defensibility, reduce legal spend, and standardize matter handling while operating under tight deadlines and ensuring the delivery of high-quality work product.
Prior to her work as a consultant, Elizabeth was a litigator at a top global law firm, serving on the leadership committee of the electronic discovery practice group. Her diverse practice included matters involving breach of contract, antitrust, patent infringement, intellectual property, securities, and other complex commercial matters. She continues to support clients in a variety of industries, including financial services, healthcare, pharmaceutical, telecommunications, and insurance.
Ed Fiducia
Director
Phone: (214) 566-1923
Email: edward.fiducia@consilio.com
Ed Fiducia is a Director of Consilio, a global leader in Legal Consulting & Legal Services.
Throughout his 29-year career in the legal technology space, Ed has been a technology expert while also possessing a solid understanding of the legal discovery process – a rare combination. Beginning with document coding in the early 90’s, through the evolution of database creation, e-discovery, hosted applications and technology assisted review, Ed has worked in virtually every aspect of the industry. Ed currently works with clients to customize review workflows and determine appropriate solutions from both a technology and Discovery Management standpoint.
Ed is a dynamic, driven sales and operations management professional with an extensive history of creating new business and managing teams with record-setting results across KPIs. He is a strategic thinker known for outstanding verbal communication and presentation skills. Ed has a proven track record of success in developing new markets, new logos and launching products across multiple market segments including AMLAW 200 law firms, Fortune 500 companies, corporate counsel, and litigation support service providers.
Ed provides a solutions-based approach to business development that focuses developing and maintaining deeper client relationships to drive revenue. He is an experienced problem solver who specializes in negotiating large contracts and effectively positioning solutions regardless of economic or business climate.
A 10-year veteran of the United States Marine Corps, Ed is an inspirational leader who drives a culture of success organization-wide and focuses on training and personal development the team to ensure that employees consistently are consistently motivated to exceed goals.
Edward Lawrence
Director, Advisory Services
Phone: (310) 614.4961
Email: edward.lawrence@consilio.com
Ed Lawrence is a Director for Consilio’s Advisory Practice. Ed has a storied professional past that includes working across dozens of data management and eDiscovery platforms. Over the years, Ed has developed an expertise in assisting legal, IT and business units carry out their strategic discovery goals and objectives, including preservation, collections and enterprise systems strategies.
As one of Consilio’s resident M365 eDiscovery experts, Ed also supports our clients and their M365 platform needs. This includes and is not limited to data migration, the development of custom workflows and training on Standard eDiscovery (E3) and Premium eDiscovery (E5). He is also an active presenter for Consilio’s monthly M365 webinars.
Over the past 20+ years, Ed has worked at some of the largest recognized services providers in the industry. Prior to Consilio, Ed managed the global Client Services team for one of largest eDiscovery service providers in the world. With decades of hands-on project management and operations experience, he excels at analyzing, creating, and managing eDiscovery workflows that best suit client’s needs.
Ed is a regular speaker and has been a panelist at several different conferences, including The Master’s Conference, LegalTech and various ABA sponsored events. He has participated in and presented dozens of CLE accredited seminars and engagements throughout his career.
Ed is a graduate of Kent State University where he earned a Bachelor of Business Administration in Computer Information Systems. Further, Ed proudly served in the United States Marine Corps from 1996 to 2000, where he finished his career as a Corporal of Marines.
Elliot McDonald
Project Director
Phone: 1.919.899.9357
Email: edmcdonald@consilio.com
Elliot is a Project Director in the Financial Services vertical at Consilio, a global leader in eDiscovery, document review and legal consulting services.
During his 10 years of experience in the eDiscovery industry, he’s partnered with both corporate and law firm clients to successfully strategize and implement cost-effective, defensible eDiscovery services for a wide array of complex litigation and regulatory investigations.
His experience specifically includes the management of technology assisted review (TAR) workflows for regulatory investigations (with a focus on financial institutions), preparing budgets and eDiscovery workflows to best suit the needs of a client, organizing JDG workflows, and effectively coordinating Consilio’s experts in data collections, data processing and analytics to provide a superior client experience.
In recent years, Elliot has developed an expertise with the processing and review of mobile device data and has consulted with a number of financial institutions on the best practices and workflows for mobile data review and production.
Eric Miller
Director
Phone: 312.714.8301
Email: emiller@consilio.com
Office: Chicago
Eric Miller is a Director of Consilio, a global leader in Legal Consulting & Legal Services. With close to 20 years of experience, across all industry sectors, Eric has consistently assisted clients with the implementation and adoption of technology solutions that support all aspects of the Legal function.
Professional Experience:
- Business professional with close to 20 years of industry experience assisting both the Legal Departments of Fortune 500 companies and AmLaw100 Law Firms, through the execution of various enterprise-wide initiatives.
- Possesses both a unique, yet comprehensive knowledge of both the internal and external workings of in-house Legal which is necessary for the successful execution of technology implementations, selections, strategy projects, spend optimization assessments, preferred panel programs, workload allocation and CLM initiatives. Strong interpersonal skills which aids in the area of the project and operational management.
- With more than ten years of experience, while serving at two Am Law 100 Law Firms, one of which was an Am Law Five Firm, Eric has extensive vendor management and onboarding knowledge and experience which aids him in the above.
- Has implementation and product experience with a wide range of matter and spend management vendors and applications, which includes Wolter Kluwer’s’ Passport, Mitratech’s TeamConnect, Onit, SimpleLegal, Legal Tracker and Lexis Nexis’ CounselLink.
- Additional areas of expertise include: Strong understanding of law firm billing/business models, eDiscovery spend, Contract Lifecycle Management Solutions, Legal process consulting, data analysis, benchmarking, billing guideline best practices, continuous improvement, right-sized staffing approaches, operational management skills, streamlining and cost control operations.
Emmeline Pidgeon
Regional Manager
Phone: 07388946047
Email: emmeline.pidgeon@consilio.com
Office: London
Emmeline is a Regional Manager within our UK Sales Team and a key member of the Global Sales Organization and instrumental in driving revenue and continuous growth of the company. Emmeline’s role is to sell solutions and services into some of the most recognized corporations and law firms in the world. Drawing from Consilio’s history of innovation and dominance in the space, Emmeline works closely with other members of the team to engage with clients.
Emmeline also works partnerships with internal subject matter experts to consultatively to identify client needs and match them with service offerings.
She has expertise in helping clients navigate the entire electronic discovery process related to complex litigation and investigations.
Before joining Consilio, Emmeline worked to gain experience in high-level eDiscovery workflows and lifecycles of matters.
Effie Sahihi
Vice President, US Managed Review
Email: effie.sahihi@consilio.com
Effie Sahihi is Vice President, US Managed Review at Consilio, a global legal services firm, where she plans, implements and supports large-scale eDiscovery projects concentrating on corporate clients and law firms, including class actions, large scale multi-jurisdictional litigations and regulatory investigations in the financial, manufacturing, healthcare, pharmaceutical, legislative, transportation and other sectors. Effie also trains attorneys globally on eDiscovery platforms, processes and protocols. An expert on electronic document review in large-scale litigation, she works with attorneys and clients to design and tailor eDiscovery processes and practices to meet their specific needs. Effie is also a Professor at Vanderbilt University College of Law where she established the eDiscovery course and curriculum that she teaches. After earning her J.D. at the University of Florida, Effie practiced as a litigator for more than 15 years in Nashville, Tenn. and Las Vegas, Nev. Effie is licensed to practice law in Tennessee and Nevada.
Eric Schultenover
Executive Director- Enterprise Legal
Phone: (615) 554.7703
Email: eric.schultenover@consilio.com
Eric Schultenover joined Consilio (formerly Legility) in 2011 and has worn many hats during his tenure with the company, including leading the business development team and Enterprise Legal Solutions Division, which offers multiple integrated services ranging from M&A and compliance project management and support to contract review and negotiation and litigation management solutions.
Currently, Eric is an Executive Director at Consilio, focusing on business development primarily with Fortune 500 and Global 100 companies throughout the United States and across the globe.
Prior to joining Legility, Mr. Schultenover was a partner at Waller Lansden Dortch & Davis LLP, practicing in the area of corporate restructuring and corporate finance. He has extensive experience in the financial services, automotive and health care industries, among others, both domestically and internationally. In 2009 and 2010, he was recognized as a “Mid-South Rising Star” by Super Lawyers.
Mr. Schultenover received his J.D. from Washington University School of Law, where he was Order of the Coif and recipient of the David M. Becker Scholarship. He graduated magna cum laude from the University of Notre Dame (B.A.).
One of Eric’s favorite pastimes outside of the office is working with entrepreneurs and on a variety of corporate and non-profit boards. Much like his work, this requires creativity, agility, and vision.
When Eric is not crafting innovative solutions with clients, he can be often be found cheering on his two daughters, playing golf, skiing, or cracking open a beer or two from Good People Brewing Company, which he co-founded in 2006, or catching concerts a Good People’s sister brewery, Avondale Brewing Company.
Farhat Jabeen
Vice President
Email: fjabeen@consilio.com
Office: New York
Phone: 646.618.3269
Farhat Jabeen is a Vice President with Consilio in the Asia Pacific region. She brings significant client advisory experience on cross-border investigations, FCPA and anti-corruption matters, whistle-blower allegations, and complex litigation. She previously lived and worked in Hong Kong and China focusing primarily on cross-border, multi-language matters in response to requests from the DoJ, SEC, and other U.S. and international government regulators. Farhat has worked on numerous document-intensive, electronic data-focused projects and managed review exercises in countries including China, Japan, Taiwan, Thailand, and India. She collaborates with legal teams and clients to develop comprehensive discovery plans that leverage technology and focus on significant cost savings across the discovery process. Her career has been focused on cross border business development efforts across the US and Asia Pacific region, notably being involved in US client pitches on cases requiring Asia eDiscovery subject matter expertise. Her industry experience includes Fortune 500 clients in the pharmaceutical, manufacturing, technology, and telecommunication sectors.
Farhat is a member of the American Bar Association (ABA), Association of Certified E-discovery Specialists (ACEDS), and Women in Ediscovery (WiE). She graduated from the City University of Hong Kong with a BSc in Computer Science and Postgraduate Certificate in Information Security. Farhat is fluent in English, Urdu, Punjabi, and Hindi, with a working command of Cantonese and French.
Gloria Cabrera
Senior Project Manager, Enterprise Legal Services
Email: gloria.cabrera@consilio.com
Gloria is a Senior Project Manager at Consilio, with over 20 years of experience in legal case management, eDiscovery, and litigation support for law firms, in-house, and consulting services providers. Gloria specializes in eDiscovery project management for numerous legal matters for various top 500 corporate clients and AM law top 100 law firms. Throughout her career, she has managed multi-million-dollar litigation matters and legal budgets while working in-house, at law firms, and currently with Consilio. Gloria’s core experience includes eDiscovery case management, legal hold tracking, witness interviews, collection management, data processing tracking, document review, production process, and trial preparation. Gloria has experience setting up eDiscovery procedure policies and playbooks.
Greg Lutz
Senior Vice President
Email: glutz@consilio.com
Office: New York
Phone: 917.817.6921
Greg is the Head of Global Sales for Consilio and is based in New York. With more than 20 years of legal industry experience, Greg is well regarded for his ability to build and sustain high-performance sales organizations to deliver exceptional client service. He draws upon his experience as SVP of a nationally recognized legal services provider to assist Consilio’s global law firm and corporate clients facing investigation and litigation challenges.
Greg is responsible for sales and revenue growth globally. He works closely with the US and EMEA leaders along with the business development teams to ensure Consilio continues to gain market share while providing an excellent client experience.
Reporting to the Chief Revenue Officer, Greg’s main focus is fostering the health of the sales organization while enhancing the client experience. He has a long track record of YOY growth while managing a 1B+ revenue stream.
Hector Vega
Vice President, Operations
Phone: +1 626 921 1600
Email: hector.vega@consilio.com
Office: Los Angeles
Hector Vega has moved up the ranks within Consilio and now holds the title of Vice President, Quality & Support.
Hector has had some involvement in all of Consilio’s big matters since 2005, including work in multiple investigations and Second Request matters involving the U.S. Department of Justice, Securities & Exchange Commission, and Foreign Corrupt Practices Act (FCPA). He is fluent in Spanish.
Hector came to Consilio through its 2005 acquisition of True Data Partners where he was Production Team Manager and Director of Production. Hector began his career with DATech, a software development company where he managed a support team and coordinated the installation and implementation of customized software solutions.
Areas of expertise:
- Broad base expertise on eDiscovery solutions
- Large civil litigation
- Second Requests
- Anti-trust matters
- S. Department of Justice investigations
- Foreign Corrupt Practices Act (FCPA) Investigations
- Securities & Exchange Commission (SEC) Investigations
- Multijurisdictional matters
Education & Certifications:
- California State University, Dominguez Hills
Isabelle Schüler
Regional Manager
Phone: (151) 58434281
Email: Isabelle.schueler@consilio.com
Isabelle is a Regional Manager of Consilio, a global leader in Legal Consulting & Legal Services.
Isabelle has over 5 years’ experience in eDiscovery, especially working on internal investigations, litigation & compliance matters for clients in the EU. Based in Frankfurt, Isabelle is now Regional Director and she is responsible for account management and business development efforts across Germany and Austria. Isabelle speaks German and English
Jason Amis
Senior Director, Digital Forensics & Expert Services
Email: jason.amis@consilio.com
As a Senior Director of Data Forensics with Consilio, Jason assists clients through the successful management of large-scale electronic discovery and computer forensic projects. He is experienced in forensic examinations of digital evidence, as well as in advising companies through electronic discovery challenges domestically and abroad. Jason works closely with Fortune 100 corporations, AM Law 100 firms, Political Campaigns, and Government Agencies to provide analysis for matters of Intellectual Property Theft, Corporate Espionage, and have experience collecting data from and performing in depth analysis on many operating systems and infrastructure platforms. He provides strategic, consultative guidance to corporate security managers, attorneys, and litigation support firms throughout the course of complex engagements encompassing forensic acquisition, analysis, investigation, and reporting.
John Ashley
Managing Director
Phone: (202) 556 0041
Email: jfashley@consilio.com
Office: Washington, DC
Mr. Ashley is a computer forensics expert and electronic discovery consultant and since 1989 he has qualified and testified in these disciplines on approximately 80 occasions throughout the US and Europe.
Previous Professional Experience
Most recently Mr. Ashley was the Chief Executive Officer of Ashley Litigation Consulting and previously the National Practice Leader and Executive Vice President for consulting and computer forensics at First Advantage Litigation Consulting.
Prior to moving to the United States Mr. Ashley was the head of the Greater Manchester Police Department’s Computer Examination Unit, at that time the largest criminal computer forensics unit in Europe. Mr. Ashley was responsible for overseeing computer examinations in Manchester, England, North Wales, the Channel Islands and the Isle of Man. He was often requested by other international agencies and jurisdictions to conduct and supervise electronic retrieval projects and computer forensic investigations.
Publications & Speaking Expertise
Mr. Ashley regularly advises corporate clients and counsel on issues involving electronic evidence preservation and collection. He has presented to the Houses of Parliament and taught courses on computer evidence recovery at Bramshill Police Staff College, the British Computer Society, and various universities including the American University in Washington, DC.
Mr. Ashley’s work has been featured on The Learning Channel, The Discovery Channel and he was interviewed on the television news program 60 Minutes in connection with techniques he used to successfully prosecute a high profile mass murder case in the United Kingdom. Mr. Ashley has served as a computer forensics expert or as an electronic discovery expert in several of the highest-profile global litigation matters of the last decade.
James Daley
Senior Director
Phone: (727) 744.5898
Email: James.Daley@consilio.com
James has been with Consilio since 2016 and is a Senior Director in the Digital Forensics and Expert Services (DFES) group. James’ role at Consilio involves the leadership and oversight of the Chicago and Mid-Atlantic/D.C digital forensic and eDiscovery teams, creation and monitoring compliance of defensible processes and procedures relating to digital forensics and eDiscovery, managing high profile and/or highly complex collections for litigation matters, supervising forensic analysis and examinations, and providing expert services via testimony or consulting. James is actively involved with our CLE and speaking programs and conducts training for internal and external clients.
James began his career in the Digital Forensics space in 2003, while working at the Avis Budget Group. There, he learned to forensically image various types of media and equipment, and working with the Human Resources and Legal partners, conduct internal employee investigations. James grew the role to include internal eDiscovery efforts and helped create and shape internal policies and best practices. James worked on dozens of investigations while working for Avis and partnered with local and federal law enforcement agencies when necessary to provide evidence and investigation history. James worked in this role until 2011.
In 2011 James joined the parent company of Lexis Nexus, Reed Elsevier, as the “Senior eDiscovery IT Liaison”. His role here was to facilitate eDiscovery requests by creating partnerships within the various organizations and business units of Reed Elsevier, use his forensic skillset to aid in unauthorized access or “breach” events, and perform internal investigation work as directed by the Global Compliance team.
In addition to his day-to-day work, James also presents CLE classes and webinars on behalf of Consilio covering a variety of eDiscovery and forensic topics.
James Edwell
Senior Director
Phone: 661.713.7291
Email: james.edwell@consilio.com
Office: New York
James Edwell is a Senior Director with Consilio, a global leader in Legal Consulting & Legal Services.
James Edwell has over 15 years’ experience in business development in the legal services sector 12 of them with DiscoverReady/Consilio. James is a former paralegal providing e-Discovery and trial support to partners at major law firms in Pittsburgh and Lakeland, FL. James began his legal career managing complex litigation for Westinghouse Electric Corporation. He manages key client relationships for Consilio in the eastern and mid-western U.S. James also worked as a project manager, IT Manager and Client Relationship Manager for a small eDiscovery in Pittsburgh prior to his career at DiscoverReady/Consilio.
Recently, James accepted an additional role in our Training and Development group by leading our Sales Associate Development Program. This program represents a collaborative effort between our Global Learning Group and the GRO. James has been married for 36 years and has 3 children and 3 grandchildren. Finally, James graduated summa cum laude from Point Park University in Pittsburgh and has recently received a Diversity and Inclusion certificate from Cornell University.
James is primarily responsible for developing client relationships in the eastern section of US. In this role, James provides consultative assistance to clients by helping them select cost-effective solutions to manage complex litigation matters. Recently, James was added to the Diversity and Inclusion Leadership team where he serves as the Program Lead for Workplace Inclusion. He sits on the Diversity and Inclusion Advisory Board and his mission is to create and guide programs designed to foster a culture of inclusion, ensuring that all our employees feel valued and empowered, their viewpoints are heard, and they are comfortable expressing their authentic selves at work.
John Finlay
Vice President, Business DevelopmentPhone: (973) 519-1094
Email: john.finlay@consilio.com
Office: New York
John is a Vice President at Consilio, a global leader in eDiscovery, document review and legal consulting services.
John is responsible for leading growth through the Mid-Atlantic region of Consilio’s Global Sales Organization. He works closely with members of his team from New York to Miami to help solve their clients’ needs and build deeper and stronger relationships with them. He helps the members of his team to strategize and execute on building areas of new growth and in maintaining and expanding those relationships.
Reporting to the US Head of Sales, John works with departmental leads to ensure optimal client experience is achieved, in order to maintain a stellar record of client retention. He also partners with other business development functions like marketing, inside sales, and sales intelligence, to coordinate strategic initiatives and drive new business.
Traveling throughout the region, he joins members of his team in client/prospect meetings to provide leadership support in building and maintaining relationships.
Jonathan Fowler
Vice President & CISO
Phone: +1 202 822 6222
Email: jon.fowler@consilio.com
Office: Washington, D.C.
Jonathan Fowler currently serves as Vice President and CISO for Consilio. He is a Subject Matter Expert (SME) in the fields of Electronic Discovery and Digital Forensics, and advises clients on all aspects of the Electronic Discovery Reference Model (EDRM) from effective information governance strategies through document production and presentation. He previously headed up Consilio’s global Digital Forensics team, overseeing all data preservation, collection, and forensic examination operations, including the allocation of human and technology resources at the matter level, also serving as the driving force behind the growth and strategic direction of the department. He has experience as an expert witness in Computer Forensics in both Federal and state courts, and has also prepared multiple expert reports, affidavits, and statements of fact for various clients.
Additionally, Jonathan serves as Adjunct Professor in the graduate program in Computer Forensics at George Mason University, teaching courses in Windows Registry Forensics, as well as the capstone Advanced Computer Forensics course.
Areas of expertise:
- Computer, digital, mobile device, cloud & network forensics
- Data collection
- Digital/computer forensics investigations
- Computer network security
- EnCase certified examiner (EnCE)
- IP/trade secret theft investigations
- Foreign Corrupt Practices Act (FCPA) investigations
Publications
- “Finding the Right eDiscovery Tools to Take Cost out of Review of Non-Traditional Media,” The Chronicle of eDiscovery for Financial Services (September 2015)
- “Mapping and Collecting Data Stored in an IaaS Environment,” Inside Counsel (August 2012)
Education & Certifications:
- MS, American University
- BS, George Mason University
Jane Funk
Vice President
Phone: 773.505.8201
Email: jane.funk@consilio.com
Jane is a former practicing litigation attorney. For the past 12 years, Jane has successfully worked with corporate in-house legal departments and law firms to design and implement legally defensible and cost-effective processes for collection, processing, managed review review, and production of electronically stored information (ESI) utilizing AI technology. Additionally, Jane assists her clients with non-litigious legal data initiatives, including M&A Due Diligence, Data Privacy, Cyber Security, Government and Internal Investigations, Bankruptcy, and Contracts Review.
At Consilio, Jane is responsible for managing relationships with a portfolio of strategic accounts spanning numerous highly regulated industries. In addition, she is responsible for driving the use of value- based business development strategies specific to the Pharmaceutical vertical. Jane draws upon her litigation experience and her years of industry experience put her clients’ needs first.
James Jansen
Senior Director
Email: jjansen@consilio.com
For more than a decade, James has provided eDiscovery project management and comprehensive document review solutions to clients across a wide variety of industries including the financial services, energy and risk management sectors. James assists corporate and law firm clients with strategic process development and technology implementation to meet eDiscovery needs, minimize risk and achieve maximum quality and cost efficiencies.
Additionally, James spearheads Consilio’s Data Incident Response Review offering to assist clients impacted by cyber incidents. James frequently leads CLEs and participates on panels covering various eDiscovery and Cyber topics. James is also an adjunct professor at Wake Forest University School of Law where he teaches a course on eDiscovery to prepare law students for the evolving expectations and challenges facing new attorneys.
Jennifer Knox
Director, Discovery Consulting
Email: jennifer.shea@consilio.com
Jennifer is a Director in the Consilio Consulting Group. Jennifer’s broad data analytics and eDiscovery industry experience includes technical product and service delivery, largely in the Financial Services space. In these roles, Jennifer worked closely with Legal, Records Management, and Information Security teams to drive Legal and Information Governance technology strategy, while protecting critical enterprise information.
In her current role, Jennifer works with Consilio’s enterprise clients on a variety of eDiscovery and data management issues including sensitive data analytics, document categorization, and Office365 cloud functionality. Jennifer frequently speaks on these topics to clients and at industry events.
Jennifer previously managed the teams responsible for Consilio’s world-class operational and technology solutions, delivering fast, accurate, secure, and scalable data solutions for clients. Additionally, Jennifer managed Legal Technology application development teams tasked with the delivery of patented technology to Legal, Compliance and Regulatory Audit divisions.
Jacob Lazinger
Senior Manager
Phone: 908.839.7634
Email: jlazinger@consilio.com
Jacob Lazinger is a Senior Manager of Consilio, a global leader in Legal Consulting & Legal Services.
Jacob is part of the business development and relationship management team at Consilio. Jacob brings 10 years of big law experience as well as having been involved in the discovery marketplace since 2005. Jacob has been providing full–service eDiscovery services in his position since joining the company in 2015.
He concentrates on all aspects of the EDRM, helping clients comply with discovery requests in all manner of litigation and investigatory matters including but not limited to forensics, data collection, eDiscovery, analytics, document review, production, technical support, consultation, and project management.
As a Senior Manager at Consilio, Jacob’s concentration is business development and relationship management. He works closely with both corporate and law firm counsel to help them select the most efficient and defensible workflows that lead both to reduced attorney time and cost savings. Relying on his knowledge base from over 14 years of experience, Jacob is well-positioned to provide a consultative approach to our clients. He is leading and has lead, multiple CLE discussions over the constantly evolving eDiscovery landscape.
James MacGregor
Managing Director
Phone: +44 203 808 9634
Email: james.macgregor@consilio.com
Office: London
James MacGregor has worked in eDiscovery on both sides of the Atlantic for more than 10 years. Specialising in cross-border investigations, litigation, and other contentious legal engagements, James works with international law firms and global corporations to mitigate the risks that arise when doing business across the world in different legal jurisdictions.
In his current role, James oversees Consilio’s business development strategy across the U.K. and other European countries and leads a team of consultants, sales and marketing professionals to execute Consilio’s global strategy.
Prior to joining Consilio, James worked for several years at a global consulting firm with a strong focus on forensic accounting and was then responsible for opening the UK office of a large Japanese eDiscovery firm.
James also sits on Consilio’s Diversity and Inclusion committee and is passionate about growing Consilio’s London office into an increasingly diverse and inclusive workplace.
Jerry McIver
Senior Project Manager – Data Privacy
Email: jerry.mciver@consilio.com
Jerry McIver currently serves as a Senior Project Manager in Data Privacy at Consilio, using his experience in data privacy to help clients proactively and reactively respond to data privacy incidents. Prior to joining Consilio, Jerry was instrumental in developing the Breach Response unit at Special Counsel. Through his guidance and leadership, the Special Counsel Breach Response business unit grew to become a leader in the industry.
In Jerry’s previous career stops, he has served as a HIPAA Compliance Officer for clients as well as acting as Counsel and advising on the various aspects of privacy law, among other areas of law.
Jerry is also a Certified Information Privacy Professional/United States (CIPP/US).
Jenny O'Brien
Vice President, Review Solutions
Email: jenny.obrien@consilio.com
Jenny has been working in eDiscovery for the past 15 years. She currently focuses on Talent Management for Consilio’s Review Solutions. Prior to that, she supported clients facing a wide variety of needs in complex, multi-district litigation and government investigations throughout the review process, from early case assessment and the use of analytics to issue and witness preparation. Over the years, she has transitioned from being in the documents side to focusing on the people. She loves to build teams with the right skill sets to meet client needs for cost-effective, efficient, and top-quality projects. She recruits, identifies, trains, and retains top talent. Jenny recognizes that eDiscovery works best if the team has expertise in making legal decisions, institutional familiarity with the client, and the specific technology leveraged in the matter.
Johanny Olmedo
Senior Director
Phone: 347.267.3991
Email: JOlmedo@consilio.com
Office: New York
Johanny Olmedo is a Senior Director and is responsible for business development at the firm. Johanny has over 15 years of experience in the eDiscovery industry. He guides his clients through complex eDiscovery issues while driving efficiencies, creating repeatable processes and reducing the overall costs of eDiscovery and document review.
Reporting to the VP of Sales in the East region, Johanny guides his clients through complex eDiscovery issues while driving efficiencies, creating repeatable processes and reducing the overall costs of eDiscovery and document review while maximizing profitability for Consilio.
Jason Perkins
Manager
Phone: (301) 602.4246
Email: jason.perkins@consilio.com
Jason Perkins is a Manager of Consilio, a global leader in Legal Consulting & Legal Services.
Jason Perkins is a business development manager in Washington, D.C. He is a native Washingtonian with more than a decade of successful business development experience in eDiscovery.
Jason focuses his time creating and advancing relationships with both corporate legal departments and Am LAW200 firms. Jason always puts the client and the solution first and is committed delivering service excellence.
Jason Perkins helps clients by understanding their data and review driven challenges, identifying possible solutions, and relating them in a clear and well understood value for all of his clients’ matters.
Jason is husband to his wife and father to two young girls. He is also a proud graduate of the University of Maryland. He enjoys time on the water, golf, cooking and gardening with his family.
Jeff Si
Senior Regional Manager , China
Email: Jeff.si@ Consilio.com
Jeff is senior regional manager based in Shanghai China, his main role to develop new business and take care of existing clients in China market.
Jeff brings over a decade of professional sales experience in multinational companies across different industries. Based in Shanghai, he comes with 7 years of eDiscovery sales experience across the China market and comes to Consilio from another eDiscovery provider. Jeff is confident in presenting to and working with legal, compliance and eDiscovery groups at Chinese and international law firms and corporates. In addition, Jeff works with clients to develop processes and cost-saving strategies in matters involving the collection, processing and review of EST. Jeff works well with colleagues from different regions and looks forward to more collaboration, his knowledge regarding China market is valuable to win local clients.
Jeff graduated from Shanghai Donghua university majoring in Business Administration and speaks English and Mandarin fluently. He enjoys music, reading, traveling, networking and is keen to develop deeper relationships with the global sales org!
Julie Thompson
Julie Thompson, Regional Director
m +33 634 011 270
Email: julie.thompson@consilio.com
Julie is a seasoned specialist within the legal field. Her career started as a Financial Controller for a subcontractor of GE Medical Systems, where she learned organizational methods such as Kanban and Kaizen, and implemented Kaizen in three factories. Today Kaizen and Kanban are known as “Lean Legal” and used globally to optimize the legal function. Julie transferred those skills to her work later in Intellectual Property as Head of Training and Pre-Sales while at CPA Global, the world’s largest IP and services provider. At CPA she designed global programs, managed legal updates on IP Laws and consulted with most, if not all of the CAC 40 companies as well as 7 of the top 10 biggest global pharmaceutical companies. Her experience in IP led her to work as Head of Strategic Accounts, in an innovative London start-up, Aistemos, focusing on artificial intelligence for intellectual property analysis. In 2016 she joined Yerra Solutions as Head of the IP Practice and continued to consult on RFPS and Technology projects whilst developing the Yerra brand globally. Later in 2019 when Yerra was acquired by Elevate she transitioned to Legal Operations where she worked primarily with large banks where eDiscovery, Libor repapering, Contract management, Legal Outsourcing, and Legal Spend sit at the top of their priorities.
Judy Torres
Project Senior Director, PM Operations
m: 1.877.714.6204
Mail: judy.torres@consilio.com
With more than 20 years’ experience in information technology, data analysis, workflow engineering, software application design, and customer service and support, Judy has a unique perspective on the challenges and opportunities presented by high-volume data management and analysis.
Judy has focused on streamlining processes by implementing new technologies and tactical strategies. Her hands-on involvement in technical initiatives, deep understanding of data analytics and reporting and strong leadership skills have allowed her to play a critical role in operational management and strategic organizational development.
Jamie Weissglass
Senior DirectorPhone: (973) 943-6662
Email: jweissglass@consilio.com
Office: New York
Jamie is a Senior Director at Consilio, a global leader in eDiscovery, document review and legal consulting services.
Jamie specializes in providing Fortune 500 Corporations and AmLaw 200 Law Firms with comprehensive electronic discovery and document review solutions for complex legal matters. She concentrates on discovery consulting and helping clients to comply with discovery requirements and production requests in government investigations as well as a wide range of large scale litigations. As a former litigator with extensive technical knowledge, Jamie strives to bridge the gap between lawyers and technologists while assisting in-house and outside legal counsel in understanding the most effective processes and technologies to manage complex workflows while generating maximum quality, accuracy, cost reduction and return on investment.
Professional Experience
Jamie is a proficient discovery consultant and business development executive. Prior to joining Consilio, Jamie practiced law as an associate at a boutique litigation firm in New York City, focusing on complex litigations and large scale document reviews.
Kristy Bird
Solutions Consultant
Phone: 704.319.4910
Email: kristy.bird@consilio.com
Office: Charlotte
The constantly evolving world of eDiscovery demands that clients continually analyze and adapt to meet the challenges of today and stay ahead of those of tomorrow. As a Solutions Consultant with over 11 years of industry experience, Kristy maximizes value for her clients through education, consultation and process improvements. Anticipating challenges, identifying options and proposing solutions, she consults on workflows that address the eDiscovery goals of each client across the entire EDRM, providing enterprise solutions. Kristy has vast experience advising and consulting clients on industry best practices to assist in developing and delivering the most efficient discovery strategy. She addresses the day-to-day needs of her clients providing expert consultation, strategic solutions, time and resource management, as well as technical expertise.
Katie Curiel
Regional Vice President
Email: katie.curiel@consilio.com
Katie is a senior eDiscovery Counsel and Regional Vice President at Consilio. She has extensive experience assisting corporate legal departments and law firms with eDiscovery and needs that arise from complex litigation. She has resided in the legal tech industry for over a decade, assisting clients with solutions at the crossroads of legal and tech. Prior to joining Consilio, Katie led and help build the managed review practice as Director of Delivery at Special Counsel. She frequently managed matters that obtained significant data volumes and conducted complex reviews of 100+ attorneys. Katie is the founder of the Women in eDiscovery – Miami chapter and remains on the board. Before entering the practice of law, she worked at France’s largest national bank, BNP Paribas in New York City structuring products and alternative investments in the equity derivatives department. Katie is fluent in Spanish, is a University of Florida graduate, and a Pennsylvania State University School of Law alum.
Karen Hornbeck
Director
Phone: (832) 482-8543
Email: khornbeck@consilio.com
Office: Houston
Karen Hornbeck has over 15 years of technical and legal process consulting experience and specializes in law department technology implementations, Information Governance, Data Privacy, and Information Security solutions for heavily litigated and regulated clients. Her primary focus is on the development of forward-thinking programs to assist clients in identifying their high-value / high-risk information and understanding the related privacy and security considerations.
Kaj Koci
Director, Strategic Client Solutions
Email: kaj.koci@consilio.com
Kaj is a Director with the Strategic Client Solutions group for Consilio. He consults with Corporate Legal and Information Technology departments for Fortune 500 companies and their outside law firms, located in the United States and the European Union, across a range of business processes, technical and operational requirements.
Kaj joined Consilio as a Director in January 2019. Prior to joining Consilio, Kaj worked as a Solutions Architect Director in the US and EU for a global e-discovery services provider for over 6 years.
Kaj began his career as a network and messaging engineer in the Information Technology Department of a prestigious New York City Law Firm. After moving abroad to complete his MBA, he oversaw the migration of data and implementation of technology during the merger of two US based law firms.
After 6 years in New York City as IT Manager at a large Global Law Firm, he moved to Zurich, Switzerland to take on the position of Global IT Director for a Multi-National Commodity Trading Firm. Drawn to legal technology, Kaj then joined an e-discovery services provider focused on disrupting the market with their Managed Services Offerings where he consulted with law firms and corporate legal departments to design technology solutions to suit their business needs.
Kimberly Lerman
Manager, Talent Solutions
Email: kimberly.lerman@legility.com
Kimberly Lerman is a Talent Manager in the Atlanta office of Consilio. She works primarily with attorneys, placing them in a variety of positions in corporate legal departments across numerous industries as well as at law firms. Prior to the start of her career in recruiting in 2015, Kimberly spent 15 years practicing law in Atlanta, and she was involved in hiring attorneys throughout that time. In her last legal role, she served as Vice President & Associate General Counsel for a large company in Atlanta. In addition to seven years of in-house experience, Kimberly also worked as a litigation associate at local law firms, including several years at both King & Spalding and Eversheds Sutherland. Throughout her law firm tenure, Kimberly was involved with interviewing law students and lawyers at job fairs, on-campus interviews, and onsite interviews. She also was a member of the Hiring Committee at Eversheds Sutherland from 2005 – 2007. Kimberly currently serves as Co-Chair of the Duke Atlanta Women’s Forum and is a Member of the Duke Law Atlanta Board. She also volunteers with Emory Connects as a mentor for current Emory students considering a career in law, and serves as an Interviewer for the Emory Alumni Interview Program. When not working or volunteering her time, Kimberly enjoys swimming, biking, and running, having completed 20 Ironman® triathlons. She is also an avid scuba diver and enjoys standup paddleboarding, hiking, nature photography (including underwater photography), yoga, and cooking.
Kamaka Martin
Senior Vice President, US Client Services
Email: kamaka.martin@legility.com
Kamaka Martin, Esq. is the Senior Vice President of US Client Services at Consilio. Kamaka has over 18 years of legal consultation experience and has worked with several Fortune 500 corporations advising on best practices when using software as a service, artificial intelligence and bespoke managed services offerings to manage complex litigation. Kamaka has expertise in Technology Assisted Review, advanced analytics and has been instrumental in the development of workflows that utilize core predictive analytics features. Kamaka also speaks regularly about inclusion and diversity in the legal industry and the importance of fostering an equitable environment for professionals and clients to thrive. Kamaka graduated Summa Cum Laude from Lafayette College with a B.A. in History and Government and Law with Honors in 2004. She also received her J.D. from the University of Melbourne while living abroad in Australia.
Ken Oliver
Senior Director, International Services
Phone: + 1 404 301 4001
Email: Kenneth.Oliver@consilio.com
Ken is a data forensics and acquisition expert with over 20 years of experience handling complex, large scale matters throughout the world. His global experience has positioned him as a leader in managing the complicated web between data privacy and litigation.
Teaming with corporate and law firm clients, Ken has worked and acquired data from over 45 countries for various cross border litigations and multinational investigations. His specific experience handling European data for U.S. litigations and FCPA investigations was developed from his six years working in England, France and Switzerland. Ken has personally handled numerous highly publicized litigations and largescale international FCPA matters including the Operation Car Wash corruption scandal, the Technip FCPA investigation and the Enron/Andersen Consulting investigation.
Ken’s extensive cross-border experience has enabled him to excel at developing custom tailored, defensible solutions in every engagement in order to support and address individual country’s data privacy initiatives and the satisfaction of disclosure orders, as well as their consideration in the collection and production of data to outside dominions.
Prior to joining Consilio, Ken was a Partner and Vice President of Data Acquisition and Forensics with The Oliver Group, an international provider of niche eDiscovery and forensic solutions where he managed and guided teams of forensic and eDiscovery specialists throughout the globe.
Drawing from years of experience in forensics, data protection, eDiscovery and document review, Ken understands the complexities of the industry and continuously utilizes his expertise in aiding clients in solving various types of complex, global discovery requests.
Katie Scoular
Katie Scoular, Business Development Manager
Mail: katie.scoular@consilio.com
Katie has 10 years of experience assisting clients with litigation support and e-discovery as part of the project management team. She has worked with clients across industries such as financial, intellectual property, energy, construction, shipping, manufacturing, pharmaceutical and technology. Up until December 2019, Katie was the Director of Project Management for Asia Pacific and previously ran one of the London project management teams. She has since moved into pre-sales consulting and uses her experience gained from managing a variety of complex projects and overseeing large teams, to understand her client’s pain points and work with them to develop bespoke solutions to meet their individual project requirements.
Laura Chukanov
Regional Director
Phone: 312.848.3479
Email: Laura.Chukanov@Consilio.com
Office: New York
Laura Chukanov is a Regional Director with Consilio in the Eastern United States. She works with clients on eDiscovery matters ranging from forensic data collection to large document reviews. Laura’s experience includes working with attorneys from some of the largest global law firms to small boutique litigation firms and corporations.
Laura has an ACEDS (Association of Certified eDiscovery Specialists) certification and is a board member of New York’s Women in eDiscovery chapter. She graduated from the University of Utah with a BA in International Relations and Art History. Laura is fluent Bulgarian and working on Russian.
Lindsay Cox
Vice President
Email: lcox@consilio.com
Phone: 980.244.3715
Office: Charlotte
Lindsay Cox is a Vice President of Consilio, a global leader in law department management, contract and document review, eDiscovery, and legal consulting services.
For twelve years, Lindsay has provided eDiscovery project management and comprehensive document review solutions to corporate industry leaders faced with civil litigation and regulatory investigations. Lindsay assists corporate and law firm clients with strategic process development and technology implementation to meet electronic discovery needs, minimize risk and achieve maximum quality and cost-effectiveness.
In her current role, Lindsay leads Consilio’s global managed review services team with over 18 review centers worldwide supported by a team of 60 review managers. Lindsay is responsible for developing and managing effective process implementation, technology-enhanced review solutions and optimized workflows to best serve Consilio’s clients. Lindsay is also responsible for maintaining key client relationships in the financial services sector.
Lucy Lambert
Legal Operations Consultant
Email: lucy.lambert@consilio.com
Lucy is a Legal Operations Consultant at Consilio. She has extensive experience in legal, having worked with lawyers and the legal operations function in private practice and the corporate world including Simmons & Simmons, Herbert Smith, HSBC and Barclays. For her work at Barclays, Lucy received a Collaboration Award for “working together to create the Legal Function of the Future”.
Lucy has over 20 years’ experience, working with clients to analyse/implement solutions such as Matter Management, eBilling, Document Management and Automation, Workflow, Term Extraction and Regulatory projects. Lucy’s passion is to support the philosophy that legal operations should work closely with the business, to drive strategies, thereby embracing effective processes and solutions for the whole organisation.
Lisa Lemke
DirectorEmail: lisa.lemke@consilio.com
Lisa Lemke is a Director of Consilio, a global leader in Legal Consulting & Legal Services. Lisa Lemke joined Consilio in 2004 as a legal recruiter, and immediately built a broad base of top flexible legal talent, many of whom still work with her today. Lisa has worked in all facets of the organization, including serving as the National Director of Talent managing a team of 10 recruiters nationwide while supporting the operational improvements that drive excellence in our recruiting processes. In her current role as the Executive Director of the Atlanta market, Lisa leads client development efforts and works with a large number of Fortune 500 legal departments, publicly and privately held companies, and law firms to provide highly qualified attorneys, individually or in managed teams, on an as-needed basis across the legal enterprise.
Lisa helps solve her clients’ problems with her expert knowledge of our solutions while helping talented lawyers forge new career paths. With a reputation for understanding the complexities of her clients’ needs and going the extra mile for lawyers seeking opportunities through us, Lisa is a trusted advisor to the businesses and lawyers we serve. Prior to joining Consilio, Lisa practiced law as a labor and employment law associate at Troutman Sanders and Jackson Lewis. She holds both her degrees, B.A., magna cum laude, and J.D., cum laude, from the University of Georgia.
When away from work, Lisa enjoys playing tennis competitively, reading, socializing with friends, and spending time with her husband and two children. She believes in doing great work, both on and off the court, and fully embraces our dedication to providing fabled service to our clients and lawyers.
Martin Audet
Consulting Analyst – Riskcovery
Phone: 480.389.8978
Email: martin.audet@consilio.com
Martin H Audet is an Attorney and forensic technologist with over 21 years’ experience in electronic data management within government/law enforcement and commercial organizations, focused on investigations, compliance and eDiscovery.
Prior to Consilio (formerly Altep), Martin was at Nuix from 2010 as eDiscovery/Investigation Consultant, where he facilitated data management for private and government clients throughout North and South America. He had come to Nuix after most recently having completed e-discovery for over 90 parties in industry-shaping antitrust litigation. Martin now brings his international law firm and vendor experience to Consilio and Riskcovery.
Meggan Capps
Vice PresidentPhone: (913) 558.4053
Email: meggan.capps@consilio.com
Meggan Capps is a Vice President with Consilio, a global leader in Legal Consulting & Legal Services.
Meggan is currently Vice President for Consilio (formerly Advanced Discovery). Prior, Meggan was a Client Development Manager with a legal staffing firm in New York and San Francisco and was Senior Program Director with the YMCA where she created and implemented programs in law, leadership and civic responsibility.
Meggan works both domestically and internationally with corporate legal departments and law firms on strategies for cost-effective and defensible discovery and compliance strategies. Meggan is committed to ensuring success throughout the lifecycle of her clients’ matters and enjoys predicting client needs long before they become a pervasive problem.
Meggan partners with other essential team members around the world, including Forensics Experts, Project Management teams and Document Review teams, to create workflows that seamlessly support client objectives.
Matthew Davis
Senior Director
Phone:+44 (0)20 3695 0097
Email: matthew.davis@consilio.com
Office: London
Matthew is a Senior Director in Consilio’s Strategic Client Solutions team. He is responsible for managing the worldwide relationship with several of Consilio’s key corporate clients and their external counsel, helping to meet current requirements and plan for future needs.
Matthew works with executives and key decision-makers to identify solutions to strategic challenges whilst ensuring that Consilio delivers high quality, tailored and cost-effective services at all levels. He uses his experience of a range of complex and high-value legal disputes and his technological expertise to advise and assist clients with successfully navigating the whole electronic discovery process.
Matthew specialises in commercial litigation, professional indemnity claims, insurance litigation, European data protection regulations, arbitration, regulatory matters, and internal investigations. He also contributes to the education of the legal and business community about electronic discovery technology, processes and practice through regular writing and speaking engagements.
Mark Garnett
Senior Vice President
Phone:+44 7495455877
Email: mark.garnett@consilio.com
Office: London
Mark is responsible for managing forensic teams across the US, UK, EU and APAC regions. The forensic team is responsible for the delivery of all forensic collection, forensic data analysis, discovery consulting and expert witness services to both law firm and corporate clients alike. Mark specializes in managing teams responsible for collecting and analysing digital evidence, data recovery, electronic evidence preservation, electronic discovery and expert reporting.
Mark is a qualified investigator, electronic discovery and forensic technology practitioner with 14 years experience as a Detective in the Queensland Police Service and 20 years specialist electronic discovery and forensic experience, six of which were with a “Big Four” forensic practice in Australia. He responsible for the global delivery of forensic services to all of Consilio’s clients.
Masami Hashimoto
Regional Director
Phone: +81 3 6860 7137
Email: masami.hashimoto@consilio.com
Office: Tokyo
Masami Hashimoto is a Regional Director of Consilio in Japan. He has advised clients on complex electronic disclosures in cross-border cases, from small internal fraud investigations to third-party commission investigations, crisis management for regulatory investigations involving Asian countries, civil litigation in the United States and Europe, and international cartels at the Department of Justice. Masami provides his clients with the best solutions to meet their needs.
Prior to joining Consilio, Masami had more than 6 years of experience in eDiscovery case support, both large and small, at Catalyst Recovery Systems and Epiq Systems, and prior to the legal industry, he worked for more than 20 years at major Japanese telecommunications and U.S. software companies. Based on the experience of many discovery projects, he always tries to deal with domestic and overseas projects from the client’s perspective.
Matt Morocco
Regional Director
Phone: (412) 999.6250
Email: matt.morocco@consilio.com
As a trusted consultant with 20+ years of interdisciplinary experience, Matt maximizes value for his clients through education, consultation and process improvements. Anticipating challenges, proposing options, and identifying solutions, Matt designs workflows that address the goals of each client, providing enterprise solutions that span the entire EDRM and beyond, including IT, InfoSec, Records Management, Compliance, Legal Operations, Cybersecurity, Litigation, and more. Matt’s prior experience includes roles as a Strategic Consultant and Solutions Architect, Director of eDiscovery, Project Manager, Senior Legal Assistant at an AmLaw 100 firm (Insurance/Reinsurance practice), and IT Director. This background equips Matt with years of hands-on experience from multiple perspectives enabling him to tackle clients’ everyday challenges and provide them with consultative and cost-conscious solutions for their entire organization. With the practical knowledge of the Clients’ current situation and the vision for their desired future state, Matt’s talents to design, forecast, and execute custom workflows, while making complex processes understandable to all stakeholders has solidified him as a reputable and trustworthy advisor to corporations and law firms of all sizes for over 2 decades.
Matt’s background contributed to his becoming a founding member of Consilio’s Insurance Initiatives, recently recognized by Business Insurance as a finalist for 2021 Insurance Consulting Team of the Year. While servicing and supporting all of Consilio’s broad base of corporate and law firm clients, Matt focuses his efforts on Consilio’s Insurance vertical and is also a leader of the Cyber Response Solutions practice.
Known for his unique communication style, bullet point emails, mixed metaphors and analogies, and movie quotes, Matt also enjoys asking the question, “How Round is Your Triangle?” – exploring and attempting to fix the (often dysfunctional) communication patterns among Corporate Client, Outside Counsel, and Services Provider.
Matthew Miller
Vice President, Global Information Governance Advisory Services
Phone: (212)518-4204
Email: matthew.miller@consilio.com
Matthew is a Vice President, Global Information Governance Advisory Services, at Consilio, based in Los Angeles, California. He is a non-practicing attorney with over 16 years’ experience. His unique perspective provides an unbiased risk and cost-minimizing approach towards managing and protecting data. Mr. Miller has enabled his clients to mitigate risks and reduce costs by improving processes, enhancing existing investments, while obtaining increased productivity from people and technology resources. Matthew specifically focuses on providing information governance, data privacy, eDiscovery, and forensic investigation solutions to his clients.
Leading the Information Governance Advisory Services practice, Matthew’s team of professionals consult corporations and law firms on developing and/or improving data privacy and information governance workflows, while leveraging technology to solve real business challenges. He previously managed the West Region Business Development team for Consilio. Prior to Consilio, Matthew co-developed the Information Governance Services offering at Ernst & Young LLP, where he spent 6 years in their Forensic Technology & Discovery Services practice. He has handled complex projects such as protecting sensitive IP and data disposition, where his team scanned 10 petabytes of data to identify ‘crown jewels’ and ‘ROT’, led the advanced forensic recovery team for EMEIA related to the SONY hack, and led a 12-country DOJ anti-trust litigation response and 3-year compliance monitor engagement for a global bank.
He is a thought leader, frequently speaking on best practices for data management and data protection, with over 30 appearances in the United States, Canada and Australia. Before EY, Matthew was the Product Manager for EnCase eDiscovery and Legal Hold at Guidance Software and ran Forsythe Technology’s Information Governance & eDiscovery practice implementing both process and technology solutions across the U.S. Matthew is quoted in the Forbes.com article “How Do Top Cybersecurity Experts Keep Our Data Safe?”, in the Compliance Week article “Getting a Grip on Investigations and Data”, and recently co-authored a published whitepaper, titled: “How to Prepare for the CCPA: Know Your Data”.
He received his BS from Syracuse University Whitman School of Business and his JD from Hofstra University School of Law. He is a member of the Sedona Conference Working Group on Data Security and Privacy Liability (WG11) and the E-Discovery / Information Governance Board of Advisors at Benjamin N. Cardozo School of Law. He is also a member of the ACFE. Matthew is also an Instructor for CMSI 660 Cybersecurity Fundamentals / Intro to Cybersecurity within the Seaver College of Science and Engineering at Loyola Marymount University, one of the core course requirements for the Cybersecurity Certificate Program.
Maureen O'Neill
Senior Vice President, Strategic Client Experience and Diversity & Inclusion OfficerEmail: maureen.oneill@consilio.com
Phone: 415.604.0083
Drawing on more than 25 years of experience providing dedicated client service as an attorney and consultant, Maureen engages with Consilio’s customers to ensure a best-in-class client experience. She works cross-functionally across the company to develop and deploy best practices that embed Consilio’s commitment to service excellence, and to deliver the highest levels of quality and value. She seeks opportunities to create differentiating moments for clients—from bespoke educational sessions to loyalty programs to peer networking events—to foster client satisfaction and loyalty.
Maureen also serves as Consilio’s Diversity & Inclusion Officer. She leads the development and implementation of the company’s strategies, policies, and programs for ensuring a diverse, inclusive, and equitable workplace. Partnering with Consilio’s internal and client Advisory Boards on Diversity & Inclusion, Maureen guides the organization in carrying out its mission of attracting and encouraging a diversity of backgrounds, experiences, and ideas; fostering a global, inclusive culture; and celebrating employees’ diverse strengths.
Maureen is a respected industry thought leader, speaking and writing frequently on significant issues that impact Consilio’s clients, such as current challenges for legal professionals around data privacy and security; strategies and tactics for engaging in cross-border discovery; the latest developments in e-discovery law and practice; and diversity, equity, and inclusion in the legal profession.
Prior to joining Consilio, Maureen was a partner at Paul Hastings LLP, where she represented Fortune 100 and other multinational companies in complex employment litigation, including class and collective actions. Maureen also co-chaired the Firm’s E-Discovery Practice Group. In that role, she advised clients on various e-discovery issues, such as identifying and inventorying sources of electronic information, drafting legal hold notices, and developing protocols for document collection, storage, and management. She also consulted internally with attorneys at the Firm on e-discovery issues, and helped develop best practices for litigators engaged in e-discovery.
Michael Pontrelli
Managing Director
Phone: 562.537.7691
Email: mpontrelli@consilio.com
Michael is a Managing Director and the head of Global Strategic Client Experience for Consilio, a global leader in eDiscovery, document review and legal consulting services.
Leading Consilio’s Global Strategic Client Experience, Michael’s role is to create alignment on Consilio’s definition of service excellence, and to support his colleagues in bringing the CX vision to life. Michael draws on his past experience as an attorney, consultant, business developer and Managing Director responsible for Strategic Client Solutions to engender frank conversations with clients regarding the quality and value of Consilio’s delivery of services. Working with other members of the Consilio team, Michael puts that feedback to work, using it to improve existing processes and operationalize innovations.
He also continues his work with Consilio’s Strategic Client Solutions (SCS) account management program and consults with corporate legal departments, including many Fortune 500 Companies and their outside law firms across a range of business processes and operational requirements. Michael has expertise in helping clients navigate the entire electronic discovery process related to complex litigation and investigations.
Michael also works with clients to develop processes and cost-saving strategies in matters involving the collection, processing and review of large amounts of email and other electronic data.
Michael specializes in Antitrust and Trade Regulation, Class Action, Commercial Litigation, Intellectual Property, Internal Investigations, Product Liability and Government Investigations.
Matthew Smith
Vice President of Business Development – US/UK
Phone: (703) 622.3838
Email: matthew.smith@consilio.com
Matthew is a Business Development/Relationship Manager for Consilio, a global leader in Legal Consulting & Legal Services.
Matthew is a seasoned BD people leader and expert. For the past decade, he has helped build and lead national and international teams while also staying deeply involved in client development and marketing initiatives. Matt leverages his extensive client-facing experience to solve problems and mentor teams so that they exceed expectations. Leading teams with high levels of personal accountability and integrity drive the delivery of the Triple Aim: (1) Deliver superior outcomes; (2) Maintain unassailable client satisfaction; and (3) Retain top talent.
Currently, Matt helps clients drive efficiencies and cost savings in litigations, M&A and investigations by developing efficient leverage models alongside his in-house counsel and outside counsel partners.
In his spare time, Matt is a Girl-Dad to two spunky daughters, enjoys cooking, photography, water sports, marksmanship, and Brazilian Jiu Jitsu.
“You miss 100% of the shots you don’t take” -Wayne Gretsky
Melisa Twomey
Director
Phone: (312) 550 9907
Email: mtwomey@consilio.com
Office: Chicago
Melisa oversees and manages relationships with several Strategic Clients throughout the United States, partnering with these key clients to provide additional value, support, and enhance their overall client experience. She has expertise in helping clients navigate the entire electronic discovery process related to complex litigation and investigations.
Melisa works with clients to develop processes and workflows to create cost-saving strategies in matters involving the collection, processing and review of large amounts of email and other electronic data. Her goal is to make the overall litigation and e-discovery process more efficient for her clients.
Melisa specializes in Class Actions, Commercial Litigation, Intellectual Property, Insurance, Product Liability, and Internal and Government Investigations.
Manny Velez
Global DirectorPhone: (631) 681.7155
Email: many.velez@consilio.com
Manny Velez is a Global Director at Consilio, a global leader in Legal Consulting & Legal Services.
Manny concentrates in providing Fortune 500 Corporations and AmLaw 100 Law Firms with comprehensive electronic discovery and document review solutions for complex legal matters. With an emphasis on consulting, Manny strives to help his clients comply with their discovery requirements and production requests in government investigations as well as a wide range of large-scale litigations. As a Global Director with over 15 years of industry experience, Manny maximizes value for his clients through education, consultation, and process improvements. Anticipating challenges, identifying options, and proposing solutions, he consults on workflows that address the unique eDiscovery needs of each of his clients across the entire EDRM, providing enterprise-class solutions that ripple across the organizations he services. As a leader at Consilio, Manny continues to grow his vast wealth of experience advising and consulting clients on industry best practices to assist in developing and delivering the most efficient and cost-effective discovery strategies to his valued clients.
Manny’s focus areas and specialties include Antitrust and Trade Regulation, Class Actions, Commercial Litigation, Intellectual Property, Internal Investigations, Product Liability and Government Investigations.
Prior to Consilio, Manny held prior Director roles in the eDiscovery industry, beginning with IKON in 2007. His years of experience and broad base of clients enables Manny to view situations from multiple perspectives and help clients tackle their everyday challenges, providing them with consultative and cost-conscious solutions for their entire organization.
Murtuza Vohra
Vice President
Phone: (312) 731.3114
Email: mvohra@consilio.com
Murtuza has more than fifteen years experience assisting in innovating unique business solutions and legal departments with selecting and implementing technology solutions that focus on operational efficiency and cost savings. With a strong background in technology, project management and software engineering, Murtuza has created and executed technology blueprints for some of the world’s largest legal departments working directly with the offices of the General Counsel, CIO and COO.
Matthew Verga
Matthew Verga, Director of Education
Email: matthew.verga@consilio.com
Matthew Verga is an attorney, consultant, and eDiscovery expert proficient at leveraging his legal experience, his technical knowledge, and his communication skills to make complex eDiscovery topics accessible to diverse audiences. A fifteen-year industry veteran, Matthew has worked across every phase of the EDRM and at every level, from the project trenches to enterprise program design. As Director of Education for Consilio, he leverages this background to produce engaging educational content to empower practitioners at all levels with knowledge they can use to improve their projects, their careers, and their organizations.
Nick James
Vice President
Phone: 346.308.6133
Email: njames@consilio.com
Nick has more than 16 years of experience in the legal industry. He began his career as a commercial litigator and has since focused on providing project management and comprehensive document review solutions for large and complex matters to Fortune 500 corporations and law firms. In his current role, Nick leads our U.S. Project Management Office to support the successful execution of large scale electronic discovery projects, and has provided process improvement consulting. Nick has worked with clients in a variety of industries, including energy, finance, insurance, and technology.
Nicole Pierce
Director of Business Development
Phone: (404) 808.5685
Email: Nicole.Pierce@consilio.com
After spending more than 20 years as a practicing attorney, Nicole joined Consilio in 2019 where she immediately used her practical legal knowledge to assist her clients and became a trusted advisor. Nicole works directly with in-house lawyers and law firms to create streamlined legal solutions. She advises and consults with clients on a wide variety of practice areas, including flex talent placements, contract review and abstraction projects, litigation management, legal operations, compliance, due diligence and law department consulting. She focuses on improving processes, efficiencies, and ROI to provide significant cost savings and metrics to demonstrate the value of legal services provided to her clients.
Nicole started her career in Atlanta at Kilpatrick Townsend, a large international law firm, where she practiced for seven years. At Kilpatrick she focused on advising entities on corporate and securities matters, including public offerings, private equity and venture financings as well as servicing a robust M&A practice.
Nicole also served as Assistant General Counsel at the American Cancer Society. At her tenure there she provided strategic legal counsel to the C-Suite on a daily basis, assisted with the Board of Directors and negotiated complex commercial contracts as well as complex licensing and sponsorship agreements with such organization as the NFL, MLB, NCAA and NASCAR. Additionally, Nicole served as the in-house subject matter expert on issues of Technology, Privacy, Software, Marketing and Advertising.
Nicole enjoys using her legal knowledge to speak at the Pro Bono Partnership of Atlanta, an organization that provides free legal services to not-for-profit organizations. She is also active in local charities, including Impact100, a local grant making not-for-profit.
When away from work, Nicole enjoys outdoor adventures such as horseback riding, hiking, skiing, paddleboarding and travel and also loves to spend time with her husband and children. She is native to Florida and lives in Atlanta, Georgia.
Nick Reizen
Executive Vice President
Phone: 214.545.6096
Email: Nick.Reizen@consilio.com
Nick Reizen is Executive Vice President, Sales at Consilio. Nick, and the diverse teams he leads, has been delivering high-quality, cost-effective consulting services to the legal community for 20 years. Using the EDRM as a guide, Reizen helps clients envision plans downstream by simplifying complex, technical processes in tandem with presenting data / review road maps that are easy to understand for technical and non-technical attorneys.
Nick Reizen
Executive Vice President
Phone: 214.545.6096
Email: Nick.Reizen@consilio.com
Nick Reizen is Executive Vice President, Sales at Consilio. Nick, and the diverse teams he leads, has been delivering high-quality, cost-effective consulting services to the legal community for 20 years. Using the EDRM as a guide, Reizen helps clients envision plans downstream by simplifying complex, technical processes in tandem with presenting data / review road maps that are easy to understand for technical and non-technical attorneys.
Pete Feinberg
Senior Vice President, Products and Marketing
Phone: 202.899.2910
Email: pete.feinberg@consilio.com
As Senior Vice President of Products & Innovation at Consilio, Pete is responsible for product management, the overall product strategy and commercialization of new capabilities to drive Consilio’s top line growth.
Prior to joining Consilio, Pete ran marketing for the largest vertical of Blackboard – a Washington DC-based education technology company. Prior to that, Pete served as vice president in various product, acquisition and partner marketing and eCommerce roles at a variety of B2B software and B2C eRetail companies in the DC area. Pete’s specialties are in guiding product strategy, bringing new products and services to market, coaching and developing products and marketers of all levels, and optimizing marketing so that it is both measurable and accountable to revenue growth.
Pete holds a Mechanical Engineering degree from Virginia Tech, and an MBA in Marketing from the Smith School of Business at the University of Maryland.
Peter Ostrega
Managing Director
Phone: (240) 687-9113
Email: postrega@consilio.com
Office: New York
Peter leads Consilio’s Financial Services Practice/Vertical focusing on managing the business relationship with multinational financial institution clients. Under his leadership, Consilio provides comprehensive eDiscovery and document review services to 19 of the top 25 U.S./UK/EU banks.
He concentrates on all aspects of the eDiscovery process, helping clients comply with discovery and production requests in investigations, regulatory, and complex litigation matters through the delivery of integrated forensic data collection, electronic discovery, data analytics, document review, production, and project management.
As a Managing Director at Consilio, Peter’s focus is business development, client relationship management, and pre-litigation consulting. He works closely with in-house and outside legal counsel to help them understand the most effective processes and technologies to manage complex workflows and generate maximum quality, accuracy, cost reduction, and return on investment. His ability to present complex information to diverse audiences and quickly understand and address client issues has made him a trusted advisor to some of the nation’s most highly litigated companies. He is a frequent speaker and interviewee, and has been published a number of times on topics related to discovery.
Paul Ramsey
Director, Strategic Client Solutions
Phone: 831. 707. 4240
Email: Paul.Ramsey@Consilio.com
Paul is a Director within the Strategic Client Solutions team at Consilio. He began his eDiscovery career in 2003 and has acted as an Account Manager, Project Manager, and Program Manager before taking his current role as Director. Paul has worked as the primary point of contact and case team liaison for some of the largest Bankruptcy, Environmental, and Antitrust matters of the last decade. His specific experience includes being the Program Manager for a Processing and Hosting engagement with a Fortune 10 Company. He was also the primary point of contact and Lead Project Manager for a corporate oil & gas client, whose monthly eDiscovery budget exceeded $2 million for 21 consecutive months. In these roles, Paul coordinated with many other internal teams around the country and the world, and helped manage projects between multiple external vendors to assist with controlling spend, and leveraging the strengths of each team.
Paul prides himself on building strong, collaborative teams that communicate openly, and work together to proactively manage projects. Paul has consistently shown his commitment to superior customer service, and has been awarded merit-based promotions in every organization that he has been a part of. He is passionate about developing strong relationships with clients and colleagues, and is always interested in learning and sharpening his skills related to eDiscovery.
Reporting to Consilio’s Managing Director of Strategic Client Solutions, Paul works closely with the department heads across all Consilio business units to ensure that Consilio is delivering consistent, quality results to maximize the client benefit from their partnership with Consilio. Paul draws on his past experience in operations and client relationship management to bridge the gap between Consilio and the client, using consistent proactive communication to improve satisfaction and relationship success for both sides.
Paul Roberts
Consulting Manager
Phone: (312) 384-0041
Email: paul.roberts@consilio.com
Office: Chicago
Legal Operations pioneer and top Insurance Litigation Management Industry expert with 25+ years of experience developing creative solutions to better manage Legal Spend and Technology Services. Now sharing expertise with Corporate and Insurance Clients at Consilio, Paul is a leader in Corporate Law Department Management Consulting. His focus is on bringing Legal Consulting expertise to the Insurance Industry, with its very different set of issues, challenges, and opportunities. Together, we can help your organization evaluate, modernize and implement the right Litigation Management and Legal Technology strategies.
Paul’s experience involves serving as The Hartford’s first Director of Outside Counsel, Director of Litigation Management at Zurich Insurance Company and Head of Legal Operations at Stryker. Prior to that, Paul practiced law at Hinshaw & Culbertson and Jones, Skelton & Hochuli. He has also served as CLM Advisory Board member, Faculty Member at the Litigation Management Institute, speaker at CLOC, DRI, ACC, and CLM Conferences, and is regularly published.
Paul’s professional influence and hands-on efforts include:
- Creating, developing and implementing Legal Operations programs and processes with millions in savings and tracking of documented financial benefits
- Overseeing technology process improvement initiatives to automate processes and workflows and track and manage law firms, vendors and legal spend
- Liaising between Legal and other functional teams from the Business Units including Finance, Marketing, Risk Engineering and IT
- Establishing and managing the RFP, procurement and implementation of legal operations programs and technology systems including Preferred Provider Panels, rate programs, metric dashboards, electronic billing, document transfer, matter management, contract and document management, and eDiscovery.
- Mentoring young Legal Operations professionals
- Successful artist bringing creativity to the Legal Operations Industry @paulrobertsart
Patty Wise
Director
Email: patty.wise@consilio.com
Patty Wise provides executive oversight to Consilio’s flexible talent business unit, where she is responsible for driving organic growth and architecting bespoke flexible legal talent programs to help clients solve unique legal challenges. Since 2008, she has partnered with Consilio clients to provide the right legal talent to build resilient legal organizations across industries, practice areas, and geographies. Prior to joining Consilio, Patty practiced law with Troutman Sanders in Atlanta and Kennedy Covington in Charlotte (now K&L Gates). She holds a J.D. from Vanderbilt University, where she was awarded the Junius L. Allison Award, given for the most significant contribution to the Legal Aid Society, and a B.A. from Emory University.
Rob DeVries
National Director, Advisory
Phone: (561) 603-5984
Email: Robert.DeVries@consilio.com
Office: Plano, TX
Rob’s practice focuses on advisory, consulting, outsourcing, and large-scale project implementation. He has expertise in complex project design and large remote team management with expertise in quality control/quality assurance best practices and multiphase workflow management.
Rob manages engagements of all scopes and specializes in tailoring custom solutions to complex problems. He has designed and led multiple managed service teams for enterprise clients
Rob Glasgow
Director
Phone: 205.422.4474
Email: rsglasgow@consilio.com
Rob Glasgow has worked in litigation support and eDiscovery since 2005, starting with a regional litigation document services company and most recently serving as Director, Sales Engineer at Consilio.
Prior to joining Consilio, Rob spent several years working with corporate and law firm clients to maximize litigation operational efficiency, from both cost and workflow perspectives. He has worked with clients at all levels of business from large multinational corporations to small regional law firms.
Rob provides a consultative approach to building a managed services model for Consilio’s clients. With a keen eye focused on helping clients meet their business and financial goals, Rob’s experience with building managed services partnerships offers Consilio’s clients the opportunity to streamline legal operations, maximize workflow efficiency, and increase cost-effectiveness across the enterprise.
Rosa Guido
Director, Strategic Client SolutionsEmail: rosa.guido@consilio.com
Rosa Guido is a highly accomplished eDiscovery professional with 20+ years of repeated success meeting and exceeding corporate and client objectives within team driven and self-guided roles. Prior to coming to Consilio, Rosa was the Regional Director of Client Services at a legal and business services organization. She has extensive experience in successfully managing high profile, large corporate programs, and has developed programs to improve service delivery and implement best practices in the industry.
Rosa Guido’s long tenure in the industry, gives her a great understanding of client needs and expectations, and her familiarity and direct experience with project management, managing hundreds of projects of her own, vendor processing requirements, design, and focus on process improvement has led to her success in the various management roles she has held.
Robb Hern
Senior Vice President
Phone: +1 (513).348.3326
Email: robb.hern@consilio.com
Office: Cincinatti
Robb Hern is a Senior Vice President responsible for Consilio’s Advisory Services, which encompasses discovery consulting, law department management, and investigations and compliance, through professional services, market-leading technology platform partnerships, and Consilio’s proprietary platforms of Sky Analytics and Riskcovery. For these services, Robb relies on and oversees a global network of attorneys, consultants, developers and data analytics professionals in North America, EMEA, and India.
Outside of Consilio, Robb also serves as an Adjunct Professor for Data Security & Incident Response at both the University of Cincinnati and the University of Miami School of Law. Additionally, Robb teaches an e-Discovery and Legal Operations course at The Ohio State University Moritz College of Law.
Robb has developed an expertise in advising Fortune 200 legal departments, GCs, CIOs, CPOs, compliance officers and heads of legal operations in launching enterprise initiatives that simplify operations, increase operational capacity, reduce and manage corporate risk and ultimately saved entities up to 40%. Prior to Consilio, Robb spent a decade overseeing UnitedLex’s Legal Operations and Compliance Practices after beginning his tenure in litigation management, and served as the company’s Chief Privacy Officer from 2018-2021.
Robb also holds several certifications as a privacy professional, including the CIPM, CIPP/E, and CIPP/US, has been published in The Ohio State University Moritz College of Law Business Law Journal, and is admitted to practice law in the State of Ohio.
Roger Miller
Managing Director
Phone: 915.356.1300
Email: roger.miller@consilio.com
Office: El Paso
Roger Miller is a Senior Vice President who provides strategic leadership for Consilio’s investigations and compliance vertical, and for its use of Riskcovery in helping organizations quickly respond to investigative demands and inquiries.
During his nearly thirty years in the legal industry, Roger has worked at the forefront of technology and innovation, attaining a patent for Riskcovery’s implementation of concept analytics and providing strategic leadership for technology and process developments in all phases of the EDRM.
As founder and CEO of Altep, Inc. and later as a member of Advanced Discovery’s Executive Team, Roger leveraged his experience and perspective to assist hundreds of global corporations and law firms in proactive, efficient litigation management efforts. Today, he partners with colleagues and subject matter experts across the Consilio family to help clients manage their investigations and compliance initiatives at significant cost savings and develop long-term, mutually rewarding partnerships.
Rolf Kühne
Director
Phone: +41 44 562 71 48
Email: rolf.kuehne@consilio.com
Rolf has over 30 years of experience in information technology, eDiscovery, and Forensics in several geographies (Europe, US and APAC) across various industries with responsibilities for country/region-management including eDiscovery and Forensics.
From 2014 until 2019 he carried the responsibility to run CREDIT SUISSE’s legal IT infrastructure for eDiscovery & Forensics to perform an externally mandated investigation. The task consisted of running a mid-size segregated IT platform for eDiscovery with highest performance, availability, and security requirements. The timely delivery of eDiscovery work products was essential in successfully bringing the investigation to a closure.
From 2011 to 2013 serving as a Vice President at CREDIT SUISSE AG in Singapore, he successfully delivered a multimillion-dollar software development program in the CRM KYC&CE area with many development and test engineers located in Switzerland, USA, India, and Singapore. As a program and project manager he was responsible for directing the first successful regional portal infrastructure upgrade, addressed MAS/regulatory issues ahead of time and under budget.
Previous assignments within CREDIT SUISSE Zurich were the definition and creation of a brand new offshore enabled software development and test data center with improved companywide established processes, guidelines, and tools. Test Data Management was dramatically improved by the co-invented concept of “Virtual Banks” and adequately recognized by the company wide unique CREDIT SUISSE award in 2008.
Robin Snasdell
Managing Director
Phone: (713) 301-0866
Email: rsnasdell@consilio.com
Office: Houston
Robin Snasdell offers a dynamic blend of practical experience in law, business, and technology. As a managing director with Consilio, Robin focuses on assisting global companies to improve their business performance by providing strategic consulting, process improvement, change management, and technology-related solutions to the General Counsel and Chief Compliance Officer.
Robin comes to Consilio from Huron Legal, where he started in 2002 following five years at Arthur Andersen, LLP. In addition to his expertise supporting legal departments as they overcome a broad spectrum of challenges, Robin has experience in the litigation, compliance, procurement, contracts, and transactional areas for the following verticals: oil & gas, pharmaceutical, products, technology, insurance, and financial services.
Areas of expertise:
- Legal services cost reduction
- Strategy, performance & organizational design
- Process improvement
- Technology assessment, planning, selection & implementation
- Change management
Education & Certifications:
- JD, University of Houston Law Center
- BA, English, University of Houston
- Texas Bar License
Publications
- “Technology Implementation for Law Firms and General Counsel Offices,” Leaders in Legal Business (2015)
- “A Story of Siloed Parts: Critical Components for Achieving GRC Success,” Huron Consulting Group (2015)
- “Contracts and Compliance: What You Don’t Know Might Hurt You,” Corporate Compliance Insights (March 2014)
- “What Law Departments Can Expect in 2013,” Huron Consulting Group (2013)
Sean Conlon
Director
Phone: (206) 579.2066
Email: sean.conlon@consilio.com
Office: Seattle, WA
Sean Conlon is a Director with Consilio, a global leader in Legal Consulting & Legal Services. Sean is responsible for providing the latest in litigation support, ebilling and matter management solutions to Law Firms, Corporations and in-house legal departments. Sean knowledge of electronic discovery lifecycle, his exceptional quality of service, project management, flexibility and honest communication is what keeps his client’s coming back.
Shamus Flower
Vice President
Phone: (919) 899 9374
Email: sflower@consilio.com
Office: Raleigh
Shamus is a Vice President of Client Services of Consilio, a global leader in eDiscovery, document review and legal consulting services.
For more than ten years, Shamus has provided eDiscovery project management and comprehensive document review solutions for Fortune 500 companies and large law firms. In his role as Vice President, Client Services, Shamus currently oversees Consilio’s US Document Review Services and Data Analytics departments. In this role, Shamus is responsible for operational management of the business units and ensuring successful execution of large scale eDiscovery and Managed Document Review projects in Consilio’s review centers across the globe. Shamus also provides clients with strategic direction to help them understand the most effective processes and technologies to manage complex workflows, often utilizing technology-assisted review, to achieve maximum quality and cost-effectiveness.
Sarah Surwit
Senior DirectorPhone: (202) 805.4587
Email: sarah.surwit@consilio.com
With 10+ years of experience in the Legal Services industry, Sarah Surwit serves as a client advocate connecting both inside and outside counsel with the best tools, technologies, and expert resources. Sarah takes a truly consultative approach with each individual client to better understand their needs and ultimately help implement effective solutions that will not only minimize costs but also maximize efficiencies across all phases of the EDRM, including Information Governance, Compliance and Legal Operations.
Susan Taylor-Ascione
Senior Project Manager
Email: susan.taylor-ascione@consilio.com
Susan Taylor-Ascione is a Senior Project Manager at Consilio with over 25 years experience managing projects and teams using legal support technologies. Susan began her career in law firms working on the largest litigation matters in the U.S. She moved to a Fortune 200 company to bring its eDiscovery services in-house where her team won the 2010 Chairman’s Award for reducing risk and costs to the company. Susan has also supported multiple government agencies managing technology teams to provide information technology and automated litigation support. Susan currently leads many large national and cross-border projects at Consilio and loves traveling and spending time with her family.
Stacy Wymore
Review ManagerPhone: (704) 604-1726
Email: slwymore@consilio.com
Stacy is a Review Manager and Licensed Attorney at Consilio, a global leader in Legal Consulting & Legal Services.
During her 8 years of experience in eDiscovery, she has overseen a variety of document review projects with numerous clients. Stacy has managed everything from financial matters, text message, mobile, and audio reviews, blackout workflows, Privilege reviews, internal investigations, and most recently a second request.
Over the last year she has become an expert on Multiple Party Matters, including Joint Defense matters (JDGs). Stacy works closely with the project management teams and oversees or assists with all aspects of document review workflows, including managing the review team, preparing budgets, client communication, and productions. Stacy strives to provide a great work product, a happy client, and learn as much as she can in the process.
Stephanie Yang
Director
Phone: +1 (312) 714 – 4838
Email: syang@consilio.com
Office: Houston
Stephanie Yang is a Director in Consilio’s Law Department Management group. With over 15 years of experience, Stephanie assists clients across multiple industry sectors to improve their business performance and operations through strategy development and implementation, process improvement, and technology solutions. Her expertise is in business process redesign, outside counsel management, and design and implementation of matter and spend management, contracts management, and records management solutions.
Stephanie works closely with clients to help them achieve the most effective and efficient approach to manage complex business processes. She has worked with law departments of varying sizes ranging from small-sized teams to those of global Fortune 500 companies.
She has extensive experience with implementing a wide range of legal management technology solutions, including Mitratech’s TeamConnect product and Onit’s Apptitude platform, as well as assisting clients with selecting a technology solution best fit for their needs. She also has robust experience delivering projects on time and within budget using not only the traditional waterfall project management methodology but also the Agile methodology.
Todd Adelstein
Director
Email: todd.adelstein@consilio.com
Office: New York
Phone: 646.581.1906
Todd is a Regional Director, within the GRO, working out of Consilio’s New York office. Todd works closely with in-house and outside counsel to advise on the most effective processes and technologies to manage complex electronic discovery workflows while generating high quality deliverables that result in risk management and cost reduction.
Todd is a member of the GRO, and responsible for generating new business for Consilio, and maintaining relationships with existing clients. Todd leverages Consilio’s internal resources to close new business opportunities and continue to grow business, across Consilio’s service lines, with existing clients.
Tracy Dalton
Director, Talent Solutions
Email: tracy.dalton@consilio.com
Tracy Dalton joined Consilio in 2011 to open and run Texas operations. With 25 years of legal experience, Tracy works directly with in-house lawyers and law firms to create and streamline legal solutions. She advises and consults with clients in a wide variety of practice areas, including litigation management, legal operations, insurance, compliance, employment, due diligence, contracts management and legal research/writing. She focuses on process, efficiencies, and ROI to provide significant cost savings and metrics to demonstrate the value of legal services provided.
Tracy is a frequent and passionate speaker on diversity, equity and inclusion, attorney wellness and well-being, corporate culture, employment and legal solutions. Prior to joining Consilio, Tracy practiced commercial litigation and employment law at Howrey LLP and managed employment & commercial litigation as well as provided employment advice and counsel in-house at Bank of America and Hewlett-Packard. She earned her JD cum laude from Pepperdine School of Law where she also served on Law Review.
Tatyana Kendinian
Project Manager
Phone: (626) 921 1672
Email: tatyana.kendinian@consilio.com
Office: Los Angeles
As a project manager, Tatyana Kendinian is responsible for overseeing our clients’ most complex matters, from data processing through final production. Tatyana’s expertise can be seen in the standardization of workflows, high-level reporting and consistent end-to-end communication between corporate clients and outside counsel, both domestic and international. Tatyana has also translated over 12 years of litigation support into building a global support team in order to facilitate the intake, upload, storage and archiving of electronically stored information (ESI) with a breadth of knowledge in the multiple phases of the eDiscovery project life cycle.
Tatyana’s experience includes the management of multiple matters across multiple, global data centers. She offers a consultative approach to identifying solutions to complex requests and translates highly technical jargon into an understandable format for clients with a variety of experience in the eDiscovery process to digest.
Areas of expertise:
- Best practices consultations and management through the eDiscovery project life cycle
- Extensive experience in productions to multiple government agencies including but not limited to SEC, DOJ, FINRA, FTC, FCPA.
- Onsite platform training and global client support
- Evidence handling, chain of custody, and maintaining pristine and historic details regarding case material
- Process and workflow management customized on a case-by-case basis with standard operating procedures
Education & Certifications:
- BA, Business Administration, Management, Entrepreneurship & Human Resources, Loyola Marymount University
Tom Pagani
Director
Phone: (704) 904.0033
Email: tom.pagani@Consilio.com
Office: Charlotte, NC
Tom is responsible for developing business with law firm and corporate clients throughout the Mid-Atlantic region. For the past 15 years, Tom has been solely focused on providing consultative services to corporations and law firms in the areas of litigation readiness, eDiscovery, cloud support and managed review. His passion, expertise and broad range of experiences make him a trusted advisor to clients and colleagues alike.
Reporting to the East Coast Sales Management Team, Tom sells the full suite of our eDiscovery services to US clients with complex discovery demands. He has supported clients in a variety of situations, including governmental, legal and financial services, mortgage, high technology and health sciences industries, as well as construction and energy.
Taffi Schurz-Jaso
Regional Manager
Email: taffi.schurz-jaso@consilio.com
Taffi started with Consilio as Managing Director of the Central North Region in August 2023. She has over 15 years of experience in legal solutions. She has held Vice President positions in Operations, Software Development, and Sales, which has given her a versatile edge in the Legal Solutions space. She has successfully led teams that generated more than $250M in revenue, served as the point on numerous billion-dollar M&A projects, and has a proven track record of presenting, training, growing teams, and performing software implementations such as Concur, on a global scale.
Taffi has a Master’s degree in Organizational and Professional Communication and Development, is Lean Six Sigma Certified, a certified PMP, carries several certifications in the Legal Solutions space, and is frequently asked to present. In Taffi’s personal life, she is married, has two pre-teen children, a loveable Aussidoodle, and a sinister Siberian cat who all keep her on her toes.
Vaishnavi Prasad
VICE PRESIDENT
Email: vaishnavi.prasad@Consilio.com
Vaishnavi Prasad has been a technology leader for 20+ years with extensive experience in engineering, business operations, and strategy. She has worked with multinationals across various business domains such as consulting services, digital marketing, financial services, and Legal tech.
Vaishnavi is the Vice President of Operations for India with a track record in establishing global in-house centers for large multinational companies. As the India operations leader for Consilio, she is responsible for setting up the organizational structure that supports the company’s long-range growth strategy, operating framework, and global delivery model. She is also responsible for setting up new capabilities/skill sets that are core to the business, growing the capabilities in-depth, and establishing the India center as a key location for the organization.
Vaishnavi works closely with Recruitment and Marketing to develop a talent brand for Consilio in India and support our international recruitment strategies to attract a diverse mix of talent and critical skillsets needed to deliver on business demands.
William Bremner
VICE PRESIDENT
Email: wbremner@Consilio.com
William has more than 25 years’ experience working with global software and technology services organizations, specializing in providing enterprise technology solutions to large, global F500 companies in a wide range of industries, including, e.g., financial services, banking and insurance; professional services; technology and high tech; energy & chemicals; manufacturing and aerospace; retail and distribution; food and food services.
William offers a blend of practical consulting and project management experience in legal operations, process automation, and technology. He focuses on assisting global companies improve their business performance by providing consulting, process improvement, change management and technology-related solutions to the General Counsel and Chief Compliance Officer.
He has completed technology solution engagements with more than 100 US-based and global organizations, and his key stakeholders have included General Counsel; VP Litigation; Corporate Secretary; Chief Compliance Officer; Head of Tax; Chief Risk Officer; Chief Technology Officer; Head of e-Discovery; VP of Intellectual Property; Head of Claims; Legal Operations Manager; Compliance Manager; VP Supply Chain Management; Chief Financial Officer; Head of Shared Services; Chief Procurement Officer.
Xavier Diokno
Senior Director, Innovation Solutions
Phone: (312) 638-3130
Email: xdiokno@consilio.com
Office: Chicago
Xavier Diokno is a data analytics senior director of Consilio, a global leader in eDiscovery, document review, and legal consulting services.
Xavier Diokno has a bachelor’s degree in computer science from Southern Illinois University, a master’s degree in computer science from the University of Illinois at Chicago and a Juris Doctor degree from DePaul University College of Law. He is licensed to practice in the state of Illinois and the United States Patent and Trademark Office.
Prior to becoming an attorney, Xavier worked in the information technology industry for ten years in database administration, telecom and VoIP implementation, and software development. As a director of Consilio’s Data Analytics group, Xavier oversees projects that involve, Technology-Assisted Review, Immediate Case Assessments™, and analytics research.
Zach Pope
Director
Phone: 469.221.5978
Email: Zach.Pope@consilio.com
Office: Dallas
Zach Pope is a seasoned Business Development veteran in the legal consulting and document discovery space, supporting his clients for over 20 years. His responsibilities include working with corporate legal, legal operations and IT departments and their outside counsel to provide the most cost effective and efficient solutions when faced with a government investigation, internal investigation or litigation matter. Having worked on some of the largest or highest profile matters in the last decade, he uses his experience to guide his clients through complex matters with tremendous outcomes.
His experience spans across the EDRM, including Information Governance, data forensics and collection, data analytics, processing, document review and production. Zach has consulted with companies and law firms across the country in numerous sectors including: Energy, Petrochemicals, Technology, Telecommunications, Construction, Real Estate, Airline and Healthcare.