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.

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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.

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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.

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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.

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.

Beyond Regex: Smarter Strategies for Detecting PII and PHI in eDiscovery

Consider this common challenge: During document review, sensitive details like Social Security numbers or medical records can easily slip through traditional detection methods. When that happens, the risk isn’t abstract; it can lead to compliance issues or even a data breach that impacts both clients and organizations.

Safeguarding personally identifiable information (PII) and protected health information (PHI) isn’t just about meeting regulatory requirements; it’s about reducing breach risk and maintaining trust. Yet accurately identifying and redacting this data remain among the most persistent challenges for legal teams.

The Limitations of Traditional Search

Many workflows still rely heavily on keyword lists and regular expressions to flag potential PII or PHI. While these methods are familiar, they come with two major limitations:

• Overinclusiveness: Traditional keyword and Regex-based searches often return thousands of false positives. A simple pattern for Social Security or phone numbers might pull in a huge volume of unrelated numeric strings, creating an overwhelming review burden.
• Underinclusiveness: Conversely, these searches can miss nuanced or context-dependent information as well as legitimate PII if not formatted in the expected manner. Medical details embedded in narrative text or identifiers hidden in images often slip through the cracks, leaving organizations vulnerable to inadvertent disclosure and potential breaches.

This combination of noise and blind spots highlights the need for more context-aware approaches.

The Role of AI in Modern Detection

Advances in artificial intelligence offer practical solutions to these challenges. Two technologies stand out:

• Language Models: Language models analyze linguistic patterns to identify sentences that likely contain medical or personal details. Instead of relying solely on keyword matches, they interpret context, distinguishing between “patient ID” in a clinical note and a random number in a spreadsheet.
• Computer Vision: Sensitive data isn’t always text-based. IDs, passports, and medical intake forms often appear as images. Computer vision algorithms can detect these visual cues, flagging documents that traditional text searches would miss.

Together, these techniques create a layered approach that reduces false positives while capturing edge cases, helping organizations minimize breach risk without overwhelming review teams.

Best Practices for Implementation

Organizations looking to modernize their privacy workflows should consider:

• Hybrid Detection Models: Combine pattern recognition with AI-driven context analysis for maximum coverage.
• Continuous Model Training: Update detection models on a regular cadence with domain-specific terminology and emerging data types to maintain accuracy.
• Integrated Review Dashboards: Present flagged content in intuitive panels that streamline escalation and redaction decisions.
• Auditability and Reporting: Ensure every detection and redaction step is logged for defensibility in litigation or regulatory audits.

An Example in Practice

Tools like ProSearch’s Privacy Suite exemplify these principles. By blending language models for nuanced text analysis with computer vision for image-based detection, Privacy Suite moves beyond static keyword lists. It identifies medical sentences, government IDs, and even photo-based PII, enabling legal teams to act decisively while minimizing review fatigue. The takeaway isn’t about one product; it’s about adopting workflows that prioritize precision, scalability, and breach prevention.

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.

Strategic Considerations for Migrating to RelativityOne

As legal technology continues its steady shift to the cloud, RelativityOne has emerged as a leading platform for eDiscovery. With its modern architecture, robust security features, and scalable infrastructure, many legal teams are evaluating when and how to make the move.

But while the benefits of the platform are clear, the path to RelativityOne is not always straightforward. Migrating large volumes of data from legacy systems, especially those with complex integrations or active matters, requires careful planning, specialized knowledge, and cross-functional coordination.

Migration Is Not Just a Technical Project

Every organization brings a unique set of circumstances to its migration journey. Legacy environments often include customized workflows, tightly integrated tools, or idiosyncratic file structures that make a lift-and-shift approach impractical. Instead, successful migrations require a tailored strategy, one that balances technical requirements with operational stability.

Starting with Pilots: Building Confidence Through Early Wins

One effective approach is to begin with a pilot phase. Migrating a selection of representative workspaces allows teams to evaluate workflows, estimate timing, and identify any unexpected complexities early in the process. Pilots can help build internal confidence, validate assumptions, and provide a solid foundation for scaling the effort.

Managing Complexity Without Disruption

Whether migrating an archive or active matters with firm deadlines, the goal is always the same: ensure data integrity, minimize downtime, and avoid disruption. That requires not only technical skill, but also a consultative mindset. Open communication, clear expectations, and iterative validation steps can all help reduce risk and keep projects on track.

Collaboration Across Functions

Migration success depends on more than tools and scripts. It hinges on effective collaboration between legal, IT, project managers, and data specialists. Teams that approach migration as a shared initiative, rather than a one-time handoff, are better positioned to adapt and problem-solve in real time.

Lessons from Experience

At ProSearch, we’ve helped clients migrate more than a petabyte of data and over 600 workspaces into RelativityOne. While each project presents its own challenges, several lessons consistently hold true:

• Early alignment on goals and success criteria prevents confusion later.
• Pilot workspaces reduce surprises and clarify workload estimates.
• Migration should not be rushed; careful sequencing can avoid unnecessary disruption.
• Stakeholder involvement is essential from planning through post-migration validation.

The shift to RelativityOne offers real advantages—but to realize them fully, organizations must approach migration as a strategic initiative, not just a technology task. By planning thoughtfully and partnering effectively, legal teams can transition smoothly while laying the groundwork for long-term success.

ProSearch RelativityOne Services Manager Adarsh Haltore wrote about these issues and more in the recently published article, “Making the Leap: Practical Guidance for Migrating to RelativityOne.”

The Results Speak for Themselves

With every RelativityOne migration, ProSearch continues to deliver on what matters most: reduced downtime, maximized performance, and full access to all that RelativityOne offers. Learn more about our RelativityOne Expertise and our RelOne Migration Services.

Curious about making the move? Let’s talk about how we can make your migration streamlined, strategic, and completely yours.

LOS ANGELES – October 14, 2025 – ProSearch, a leading provider of comprehensive discovery and compliance solutions to corporate legal departments and law firms, announces it has earned the Relativity aiR for Privilege solution competency, becoming one of few Relativity partners worldwide to achieve this distinction. This milestone underscores ProSearch’s leadership in advancing AI-powered privilege review across the legal industry.

Partners recognized with the aiR for Privilege solution competency have demonstrated proven expertise in integrating RelativityOne’s generative AI technology to more accurately and rapidly identify privileged content, improving outcomes and reducing risk for clients.

“We’re honored to be recognized for our advanced proficiency with Relativity aiR for Privilege,” says Julia Hasenzahl, CEO of ProSearch. “By leveraging Relativity’s industry-leading generative AI, our team can streamline privilege review processes, identify sensitive content more effectively, and mitigate risk for our clients. This competency reinforces our continued commitment to innovation and partnership as legal teams navigate increasingly complex data challenges.”

With a track record of success and deep RelativityOne expertise, ProSearch is trusted by clients for its sophisticated approach to discovery and review. As legal matters grow more complex and data volumes expand, ProSearch’s achievement of the aiR for Privilege competency further demonstrates its mission to empower organizations with scalable, cutting-edge solutions for every matter. This latest recognition positions ProSearch at the forefront of best-in-class AI adoption throughout the eDiscovery life cycle.

The new competency builds on ProSearch’s prior recognition as a Relativity partner for both the aiR for Review and Data Migration solution competencies, demonstrating unparalleled depth in technical and client-facing eDiscovery expertise. With this achievement, ProSearch strengthens its leadership in enabling legal teams to confidently meet privilege review challenges in today’s data-driven world.

Reflecting on the 12th Annual Buying Legal Conference: The AI Moment in Legal Ops Has Arrived

A recap by ProSearch’s Farhat O’Neill

 

Two weeks ago, I had the privilege of attending the 12th Annual Buying Legal Conference at 3 Times Square in the heart of New York City—a gathering that, true to form, brought together forward-thinkers from the world’s leading corporate legal departments and law firms. With the backdrop of Manhattan’s iconic skyline, this year’s program drilled down into perhaps the hottest topic in legal operations today: the emergence and impact of internal AI teams at corporations and law firms.

 A New Era: Internal AI Teams & Predictability in Legal Ops

What resonated throughout the sessions was a collective recognition: legal functions are being called upon to deliver more predictability and insight, and AI—especially when developed with proprietary data and thoughtful governance—is our leverage. Multiple speakers emphasized how harnessing AI can unlock new insights to make us all better, safer, and faster at what we do.

 Standout Session: PiperAI’s Real-World Impact

A big highlight for me was the DLA Piper session. The firm unveiled PiperAI—an in-house platform developed to help their attorneys strategize and resolve cases more effectively. The numbers spoke volumes: in one use case, PiperAI helped drive $2M in savings off a settlement simply by surfacing key facts in medical records faster than any human reviewer could. This is AI at its most practical and business-impactful.

 Reverse Auctions and Building Vendor Relationships

A recurring (and hotly debated) topic was the place of reverse auctions in law firm selection and fee arrangements. I learned from fellow attendees they use reverse auctions for law firm intake (almost always), while using them only occasionally with other vendors. Panel discussions suggested auction outcomes can be mixed: they might drive prices down but, if misused, can actually damage the trust and collaboration needed for great legal outcomes. The consensus? Pick your auction moments, and don’t shy away from negotiation for high-impact, complex work.

 Core Muscles for Modern Legal Ops

If there was one rallying cry to take back, it’s this: success in legal operations now requires a few key muscles:

• Leading through rapid change
• Embedding AI adoption into the organizational DNA
• Championing constant experimentation
• Establishing agile governance and vetting for AI in an environment that changes by the minute

 Why GenAI, Why Now?

Multiple sessions drilled into the why. The answer? GenAI adoption is redefining speed—keeping legal operating at the pace of modern business. The benefits are clear: improved productivity, faster business opportunity realization, and streamlined practices.

 Getting AI Off the Ground: A Playbook

For those looking to launch or expand internal AI programs, several good practices emerged:

1. Uncover potential use cases. Start with what’s painful, inefficient, or high-impact in your workflow.
2. Find internal champions. Get buy-in from people who can inspire and drive the change.
3. Test and celebrate wins. Let users experiment; share results often; and reward early success.
4. Narrow in on scalable use cases. Once you find gold, focus on the opportunities with real, industry-grade impact.

In short, the 2025 Buying Legal Conference was proof that operational excellence is no longer about simply managing costs or negotiating better rates—it’s about harnessing AI to deliver value faster, safer, and more intelligently. I walked away energized and equipped, ready to experiment, champion, and lead my team into this AI-powered future for legal. Here’s to the next step forward.