melissa@edgemarketinginc.com, Author at Prosearch https://www.prosearch.com/author/melissaedgemarketinginc-com/ Enterprise eDiscovery and legal data analytics solutions. Fri, 31 Oct 2025 13:21:06 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 ProSearch at Relativity Fest 2025: Panel Highlights and Key Insights https://www.prosearch.com/prosearch-at-relativity-fest-2025-panel-highlights-and-key-insights/?utm_source=rss&utm_medium=rss&utm_campaign=prosearch-at-relativity-fest-2025-panel-highlights-and-key-insights Fri, 31 Oct 2025 13:21:06 +0000 https://www.prosearch.com/?p=7828 Relativity Fest 2025 was an incredible gathering of eDiscovery professionals, and ProSearch was excited to be part of the conversation in a big way. This year two of our team members, Odette Claridge and Daniel Semelhack, took the stage to share their expertise on panels tackling some of the most relevant topics in our [...]

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Relativity Fest 2025 was an incredible gathering of eDiscovery professionals, and ProSearch was excited to be part of the conversation in a big way. This year two of our team members, Odette Claridge and Daniel Semelhack, took the stage to share their expertise on panels tackling some of the most relevant topics in our industry.


Here’s a look at what they discussed and the insights they brought back:

Odette on Navigating MA&D Transactions with Legal Data Intelligence

Odette joined the panel “Going MA(&)D: Surviving Mergers, Acquisitions and Divestitures & Managing the Contracts That Come with Them” as part of the Legal Data Intelligence (LDI) Corporate Working Group. The discussion centered on how legal data professionals can add strategic value during complex corporate transactions.

Her key takeaways:

  • Legal data professionals can use LDI frameworks to align stakeholders, workflows, and technology in MA&D transactions.
  • Early involvement in these processes is critical as data integrity and compliance-focused workflows can make or break success.
  • Defined transaction workflows help reduce risk and streamline collaboration across departments.
  • The future of contract management will lean heavily on AI and analytics to improve efficiency and mitigate risk.

Daniel on Thriving as a Remote eDiscovery Professional

Daniel spoke on the panel “Succeeding as a Remote eDiscovery Employee,” sharing practical strategies for making remote work sustainable and productive in our industry.

His key takeaways:

  • Set clear boundaries and communicate availability to maintain work-life balance.
  • Be intentional with your time: transparency about breaks and personal commitments builds trust.
  • Create a distraction-free workspace to stay focused and efficient.
  • Prioritize self-care, even if it’s just a quick walk or stretch between tasks.
  • Company culture matters: at ProSearch, we use tools like Friday Pulse to foster employee happiness because well-being drives collaboration and success.

Relativity Fest reminded the ProSearch team how much innovation and collaboration are shaping the future of legal data and eDiscovery. Odette and Daniel are proud to have contributed to these conversations and look forward to continuing to lead in areas like workflow optimization, technology adoption, and employee well-being.

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Empowering Teams Through Targeted Learning https://www.prosearch.com/empowering-teams-through-targeted-learning/?utm_source=rss&utm_medium=rss&utm_campaign=empowering-teams-through-targeted-learning Fri, 31 Oct 2025 13:18:53 +0000 https://www.prosearch.com/?p=7826 The RelativityOne Training InitiativeAt ProSearch, targeted training is more than a routine development activity—it’s a strategic approach for unlocking the full potential of every team. By zeroing in on the unique needs of our workforce and the evolving demands of our industry, targeted training helps us stay ahead of the curve. It’s designed not just [...]

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The RelativityOne Training Initiative

At ProSearch, targeted training is more than a routine development activity—it’s a strategic approach for unlocking the full potential of every team. By zeroing in on the unique needs of our workforce and the evolving demands of our industry, targeted training helps us stay ahead of the curve. It’s designed not just to fill gaps, but to spark curiosity, encourage innovation, and build confidence across all levels of the organization. This approach ensures that learning is relevant, actionable, and directly tied to our mission of delivering exceptional results for clients and partners. Ultimately, targeted training at ProSearch empowers individuals to grow in ways that matter most, while strengthening our collective ability to adapt, collaborate, and thrive in a changing business landscape.

As an example of the targeted training we prioritize at ProSearch, earlier this year we introduced a RelativityOne training initiative—a strategic development program aimed at enhancing organizational capabilities and promoting a culture of continuous improvement.

The RelativityOne training initiative was set up in response to evolving industry demands, the need for upskilling, and a desire to unify teams under a shared knowledge base. As technology and business practices rapidly advance, organizations must ensure their workforce remains adaptable, informed, and proficient in the latest tools and methodologies. The program was rolled out to address several core objectives:

  • Bridging Skill Gaps: To identify and close knowledge gaps that had emerged due to new technologies and changing market requirements.
  • Standardizing Best Practices: To ensure consistent application of optimal practices and procedures across all departments.
  • Boosting Employee Engagement: To motivate employees by offering professional growth opportunities and clear development pathways.
  • Supporting Organizational Goals: To align team capabilities with the company’s long-term vision and strategic priorities.

Reflecting on the philosophy behind this initiative, Matt Haertjens, partner of record program manager, shares: “My primary objective in designing this training program was to create an experience that goes beyond the mere dissemination of information. I aimed to deliver a truly transformative learning environment for all participants, fostering meaningful professional development as ProSearchers. My intention was for each participant to gain a clear and actionable understanding of the material, coupled with the empowerment and confidence necessary to immediately apply these new skills as we advance to the next phase of Relativity.”

The impact of the training extends across multiple dimensions of the organization, delivering measurable benefits that enhance individual performance, strengthen team collaboration, and drive overall business agility. These advantages are reflected in several key areas:

  • Enhanced Employee Competence and Productivity: Participants gain new skills and knowledge, enabling them to work more effectively and collaborate efficiently for higher outputs.
  • Organizational Agility and Knowledge Sharing: A well-trained workforce adapts quickly to change and actively shares insights, fostering a culture of continuous learning and development.
  • Improved Employee Satisfaction: Quality training demonstrates organizational investment in personal growth, boosting morale and retention rates.

The RelativityOne training initiative represents a proactive step toward building a resilient, knowledgeable, and engaged workforce. By addressing current skill gaps, uniting employees under shared standards, and investing in continuous learning, the program not only supports individual growth but also strengthens the foundation for long-term organizational success.

 

The Final Word

As data volumes grow and privacy regulations tighten, relying on yesterday’s methods is no longer sustainable. AI-powered detection isn’t a luxury; it’s a practical step toward defensible, efficient eDiscovery and reducing breach risk.

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RelativityOne Migration FAQ https://www.prosearch.com/relativityone-migration-faq/?utm_source=rss&utm_medium=rss&utm_campaign=relativityone-migration-faq Thu, 23 Oct 2025 16:47:40 +0000 https://www.prosearch.com/?p=7807 What is RelativityOne migration? Migration to RelativityOne refers to the process of moving your eDiscovery data, users, workflows, and customizations from on-premises or other legacy platforms to the RelativityOne cloud environment. This transition helps organizations leverage the security, scalability, and advanced features of Relativity’s SaaS platform. Why should we consider migrating to [...]

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What is RelativityOne migration?

Migration to RelativityOne refers to the process of moving your eDiscovery data, users, workflows, and customizations from on-premises or other legacy platforms to the RelativityOne cloud environment. This transition helps organizations leverage the security, scalability, and advanced features of Relativity’s SaaS platform.

Why should we consider migrating to RelativityOne?

Migrating to RelativityOne allows your organization to:

  • Access the latest product features and security enhancements automatically.
  • Reduce IT maintenance overhead.
  • Scale resources as caseloads fluctuate.
  • Enable secure remote access and streamlined collaboration.

How do we start planning for a migration?

Begin by assessing your current environment: evaluate case data, user roles, custom apps, and compliance requirements. Set migration goals; define a project timeline; and involve stakeholders from legal, IT, compliance, and business operations.

What data should we migrate to RelativityOne?

Prioritize current and active cases, critical legacy projects, and ongoing workflows. Archive or leave behind closed, inactive, or nonessential matters to reduce cost, complexity, and risk during migration.

Who needs to be involved in the migration project?

Successful migrations require a cross-functional team, typically including:

  • IT and security staff
  • Legal operations and case managers
  • End users (reviewers, admins)
  • Project managers
  • Compliance/risk officers

Working together ensures all perspectives and requirements are addressed.

Do we need to hire a migration partner or specialist?

Engaging a Relativity-certified migration partner is highly recommended. Specialists like ProSearch bring expertise, proven tools, and process automation that lower risk, accelerate timelines, and ensure defensibility.

How do we minimize risk during migration?

Best practices include running pilot migrations with noncritical data, cleaning and validating data before transfer, documenting every step, and maintaining detailed chain of custody records. Involving experts and strictly managing permissions further reduce risk.

How do we ensure data integrity and security?

Use secure, encrypted transfer protocols, and leverage RelativityOne’s built-in compliance and audit features. Validate that all data, metadata, and permissions have transferred properly before go-live. Maintain thorough documentation for legal defensibility.

What is a pilot migration and why do it?

A pilot migration involves moving a small, noncritical dataset or project first. This lets you test your approach in a low-risk environment, identify issues, and adjust your process before completing the full migration.

What user training is recommended during migration?

Provide tailored, role-specific training to all users and stakeholders before the platform goes live. Focus on RelativityOne’s new features, process changes, and best practices. Ongoing support and communication are key for user adoption.

How do we handle customizations and integrations?

Audit all custom workflows, scripts, and integrations early in the process. Some may need updating or replacement to be compatible with RelativityOne. Involve technical experts to map requirements and test customizations premigration.

What happens after the migration is complete?

A post-migration “hypercare” phase is essential. Monitor system performance; resolve issues rapidly; and collect user feedback. Regularly review your workflows, and adopt new RelativityOne capabilities to maximize value.

How do we measure migration success?

Track completion rates, user satisfaction, data accuracy, system performance, and case productivity. A successful migration preserves data integrity, minimizes business disruption, and delivers improved capability and efficiency.

Still have questions?

Read this two-part article series that addresses these and other questions about RelativityOne migrations in more detail:

Or contact us to talk with a ProSearch specialist for a deeper dive into planning, process, and optimization strategies.

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10 Tips for a Successful RelativityOne Migration https://www.prosearch.com/10-tips-for-a-successful-relativityone-migration/?utm_source=rss&utm_medium=rss&utm_campaign=10-tips-for-a-successful-relativityone-migration Thu, 23 Oct 2025 16:23:06 +0000 https://www.prosearch.com/?p=7793 Migrating your eDiscovery operations to RelativityOne is a big step toward modern, efficient legal workflows. To help organizations maximize the value and minimize disruption, here are our top tips for getting started and staying on track: Start with Thorough Planning Begin your migration journey by assessing your current systems. This includes data [...]

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Migrating your eDiscovery operations to RelativityOne is a big step toward modern, efficient legal workflows. To help organizations maximize the value and minimize disruption, here are our top tips for getting started and staying on track:

  1. Start with Thorough Planning
    Begin your migration journey by assessing your current systems. This includes data volumes, active cases, custom workflows, and compliance requirements. Early and thorough planning helps you uncover risks, avoid surprises, and define project objectives.
  2.  Assemble a Cross-Functional Team
    A successful migration goes beyond just IT. Involve legal, compliance, IT, project management, and key end users. Having diverse perspectives ensures smoother transitions and helps address issues quickly as they arise.
  3. Map and Cleanse Your Data
    Take this opportunity to do a “spring cleaning”: review what should be migrated, what can be archived, and what should be left behind. Decommission inactive cases and archive closed ones to streamline the process and reduce costs.
  4. Engage Certified Migration Experts Early
    Working with a Relativity-certified partner can accelerate your timeline, minimize risk, and provide access to best practices and automation tools that simplify the process.
  5. Pilot Migration: Test, Learn, Adjust
    Start with less critical matters during a trial migration phase. This allows you to identify technical or workflow pitfalls, refine your process, and build user confidence before tackling the full migration.
  6. Prioritize Security and Chain of Custody
    From encrypted transfers to detailed audit logs, ensure compliance and defensibility at every stage. Maintaining robust security practices protects client data and safeguards legal outcomes.
  7. Communicate and Train Continuously
    Open, transparent communication keeps all stakeholders aligned. And robust, role-specific training empowers users to transition confidently and use RelativityOne’s new features effectively.
  8. Leverage Automation and Optimize Workflows
    Capitalize on RelativityOne’s automation features to streamline data handling, reduce redundancy, and keep costs under control. Continually optimize workflows post-migration as new features are released.
  9. Validate and Document Everything
    At every phase, validate data integrity and document every major decision, exception, and outcome. This supports defensibility and provides a reliable reference for future projects or audits.
  10. Prioritize Ongoing Support and Continuous Improvement
    Migration doesn’t end at go-live. Establish a post-migration “hypercare” phase for rapid troubleshooting and ongoing platform enhancements. Regularly review workflows and adopt new RelativityOne capabilities to drive continued value.

By following these tips, legal and IT teams can make their move to RelativityOne as efficient, secure, and successful as possible, unlocking the full potential of this leading eDiscovery platform.

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ProSearch Continues Legal Industry Support and Its Commitment to Sharing Knowledge and Expertise at Upcoming Events https://www.prosearch.com/prosearch-continues-legal-industry-support-and-its-commitment-to-sharing-knowledge-and-expertise-at-upcoming-events/?utm_source=rss&utm_medium=rss&utm_campaign=prosearch-continues-legal-industry-support-and-its-commitment-to-sharing-knowledge-and-expertise-at-upcoming-events Tue, 09 Sep 2025 17:24:37 +0000 https://www.prosearch.com/?p=7596 Fall schedule includes sponsorships and ProSearch thought leaders sharing their insights at numerous events LOS ANGELES – September 9, 2025 – ProSearch, a leading provider of legal data intelligence and comprehensive discovery and compliance solutions to corporate legal departments and law firms, announces its continued support of the legal industry and the advancement of [...]

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Fall schedule includes sponsorships and ProSearch thought leaders sharing their insights at numerous events

LOS ANGELES – September 9, 2025 – ProSearch, a leading provider of legal data intelligence and comprehensive discovery and compliance solutions to corporate legal departments and law firms, announces its continued support of the legal industry and the advancement of legal professionals’ education with sponsorships and commitments to participate as presenters and panelists at several events in the coming months. The company’s extensive fall schedule includes key local, regional, and national events in nearly every U.S. time zone.

Upcoming events in which ProSearch will participate include:

  • MALSP event – September 18, Minneapolis, MN
    ProSearch is a sponsor of this event, and Daniel Semelhack, ProSearch project manager, will present the lunch & learn discussion on the topic of chat and collaboration data. He will be joined by ProSearch data insights strategist Andrew Simpson and Andrew Hansell, director counsel at Target.
  • SOLID New York – September 25, hosted by Seyfarth in New York, NY
    ProSearch is a premium sponsor of this event, and Joe Pirrotta, ProSearch director of review services, will be speaking on the topic of “Soundtrack to an Existential Crisis – Rhythm and Harmony in the Age of Disruption.”
  • Buying Legal Conference – September 30-October 1, New York, NY
    ProSearch is a sponsor of this event.
  • ALM/Law.com Women, Influence & Power in Law (WIPL) – October 6-8, Washington, D.C.
    ProSearch is a sponsor of this event, and company representatives Gabrielle Butcher and Farhat O’Neill will be leading roundtable discussions on the topic of “Cultivating a Positive Workplace: Conducting Culture Audits to Mitigate Legal Risks.”
  • Relativity Fest – October 7-9, Chicago, IL
    ProSearch experts will be in attendance.
  • EDI Leadership Summit – October 15-17, Hyatt Regency Tamaya, Santa Ana Pueblo, NM
    ProSearch is a sponsor of this event. Debora Jones, ProSearch COO, is moderating the session “The Ethics of Using GenAI in Discovery & Regulation Trends Under Model Rule 5.3(b).”
  • SOLID Atlanta – November 6, hosted by Seyfarth, Atlanta, GA
    ProSearch is a sponsor of this event, and an expert from ProSearch will be presenting a session.
  • The Masters Conference – Atlanta – November 12, King & Spalding, Atlanta, GA
    ProSearch is a sponsor of this event, and an expert from ProSearch will be moderating a session panel.
  • 2025 Georgetown Law Advanced eDiscovery Institute – November 20-21, Washington, D.C.
    ProSearch marketing program manager Abby Rosenbloom will moderate the session “Future Proofing Your Legal Team: Skills Needed in an AI World.”

ProSearch experts will share their insights at these events on topics including legal data intelligence, innovation, AI, data science, and other important issues facing today’s lawyers and discovery professionals. Attendees at upcoming events interested in scheduling a meeting with ProSearch can do so here.

For more information about ProSearch’s participation at these and other industry conferences, visit the Events page of the ProSearch website.

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ProSearch Experts to Share Insights on Legal Discovery, Essential Skills for Legal Teams, and More at Upcoming Webinars and Events https://www.prosearch.com/prosearch-experts-to-share-insights-on-legal-discovery-essential-skills-for-legal-teams-and-more-at-upcoming-webinars-and-events/?utm_source=rss&utm_medium=rss&utm_campaign=prosearch-experts-to-share-insights-on-legal-discovery-essential-skills-for-legal-teams-and-more-at-upcoming-webinars-and-events Thu, 12 Jun 2025 18:17:55 +0000 https://www.prosearch.com/?p=7211 LOS ANGELES – June 12, 2025 – ProSearch, a leading provider of legal data intelligence and comprehensive discovery and compliance solutions to corporate legal departments and law firms, announces that ProSearch experts will be attending and speaking on important topics at several key industry events this summer. The company’s upcoming schedule starts with sponsoring [...]

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LOS ANGELES – June 12, 2025 – ProSearch, a leading provider of legal data intelligence and comprehensive discovery and compliance solutions to corporate legal departments and law firms, announces that ProSearch experts will be attending and speaking on important topics at several key industry events this summer. The company’s upcoming schedule starts with sponsoring a new ACEDS webinar on the topic of a popular, recently published white paper co-produced by ProSearch: “Metaskills for the Future Ready Team.”


ACEDS webinar – Tuesday, June 24, 1 p.m. EDT, hosted by Doug Austin, eDiscovery Today
Future-Ready: The 10 Essential Skill Sets for Corporate Legal Department Teams

As the corporate legal landscape evolves, the demands placed on in-house teams continue to expand. From navigating emerging technologies to fostering leadership and innovation, legal departments must cultivate a diverse range of skills to remain competitive. This session will explore the 10 key skill sets every legal department must develop to thrive in the future. Learn how expertise in areas such as data analytics, AI, risk management, strategic thinking, and cross-functional collaboration can elevate your team’s performance and enable you to lead in a rapidly changing environment.

Moderated by Julia Hasenzahl, CEO & Co-Founder, ProSearch. Panelists include:

  • Mary Agbovi – Director of Legal Operations, CoverMyMeds
  • Adam Nagorski – Associate General Counsel, UL Solutions
  • Vincent Catanzaro – Lead Counsel, FedEx
  • Jeremiah Weasenforth – Legal Analytics Director, Edward Jones

Legal Tech Talk – June 26-27, London

ProSearch experts will be in attendance.


The Masters Conference New York – July 22, hosted by Morgan Lewis

Jeopardy! Legal Technology Edition

Four-time Jeopardy! champion and ProSearch manager of Advisory Services and Digital Forensics Ryan Hemmel will host a spirited legal technology-themed game of Jeopardy!, allowing contestants to test their knowledge and compete for bragging rights against their peers.


SOLID AI AGENTS IN ACTION: The Future of Legal Work with AI & Copilot – August 6-7, Microsoft Campus in Redmond, WA

ProSearch is a sponsor of SOLID AI, a hands-on, curated boot camp designed for legal leaders to build and implement their own AI agents, preparing them to always be a step ahead in the business of law.


ILTACON – August 10-14, National Harbor, MD

ProSearch experts will be in attendance.


The company’s busy summer schedule is already underway. Earlier this month, ProSearch was a platinum-level sponsor of the EDI Summer Meeting held June 4 in New York.

Attendees at upcoming events interested in scheduling a meeting with ProSearch can do so here.

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ProSearch Transforms Its Comprehensive Suite of Discovery Solutions with Significant Updates to Key Offerings https://www.prosearch.com/prosearch-transforms-its-comprehensive-suite-of-discovery-solutions-with-significant-updates-to-key-offerings/?utm_source=rss&utm_medium=rss&utm_campaign=prosearch-transforms-its-comprehensive-suite-of-discovery-solutions-with-significant-updates-to-key-offerings Thu, 13 Mar 2025 18:24:38 +0000 https://www.prosearch.com/?p=7039 Company’s latest innovations redefine standards in eDiscovery, further improving management of litigation, regulatory, and privacy matters LOS ANGELES – March 13, 2025 – ProSearch, a leading provider of legal data intelligence and comprehensive discovery and compliance solutions to corporate legal departments and law firms, announces the launch of four upgraded solutions designed to address the [...]

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Company’s latest innovations redefine standards in eDiscovery, further improving management of litigation, regulatory, and privacy matters

LOS ANGELES – March 13, 2025 – ProSearch, a leading provider of legal data intelligence and comprehensive discovery and compliance solutions to corporate legal departments and law firms, announces the launch of four upgraded solutions designed to address the unique challenges of eDiscovery and compliance amid growing volumes and types of modern data. The newest offerings—WorkStream™, Data Insights, Essential Review, and RelativityOne powered by ProSearch—have undergone extensive enhancements and amplify ProSearch’s commitment to simplifying complexity, fostering confidence, and enabling legal teams to focus on winning outcomes.

As legal teams face unrelenting growth in data volumes, the proliferation of collaboration tools, and increasing regulatory complexities, the ability to quickly uncover insights and manage compliance is more critical than ever. By addressing these modern discovery challenges through innovative solutions, ProSearch empowers legal professionals to navigate rapidly evolving data ecosystems with clarity, efficiency, and defensibility.

Key New Solutions

  1. WorkStream™ brings efficiency to the discovery of data from modern collaboration tools, capable of organizing nonlinear, complex data formats from platforms like Microsoft Teams and Slack. With newly released functionality, WorkStream now handles AI data from sources such as Microsoft Copilot, more efficiently manages Slack data by bifurcating attachment download and processing, and can be used directly by clients to further speed processes and reduce costs.
  2. Data Insights uses generative AI, advanced analytics, and data science to deliver critical intelligence from legal data, enabling teams to more quickly uncover patterns and facts. ProSearch modernizes early case assessment to make faster decisions and improve outcomes.
  3. Essential Review reduces eDiscovery workloads and costs while maintaining quality and defensibility. By leveraging new, AI-powered workflows and automation, ProSearch’s enhanced review service further ensures document review processes are accelerated and highly accurate.
  4. RelativityOne powered by ProSearch supports the above solutions as well as ProSearch’s other leading solutions in RelativityOne. By deploying a think-build-operate approach, ProSearch ensures RelativityOne is optimized for each client’s goals and needs, including the best of RelativityOne’s and ProSearch’s combined technologies.

Collectively, these newly updated offerings empower legal teams to tackle today’s most pressing discovery challenges with agility and precision.

“We are thrilled to introduce our latest solutions that directly address today’s critical industry issues,” says ProSearch co-founder and CEO Julia Hasenzahl. “Our new offerings demonstrate not only our capacity for innovation but our unwavering commitment to collaboration and trust with our clients, enabling them to navigate discovery challenges confidently.”

ProSearch will feature its latest offerings at Legalweek New York from March 24–27, 2025, at the New York Hilton Midtown.

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