As Microsoft 365 Copilot becomes embedded in daily work, it’s not just transforming productivity, it’s changing the very shape of the data landscape legal teams must govern, discover, and defend. From AI-generated content stored in hidden mail folders to retention settings for Copilot artifacts, the stakes for getting governance right have never been higher.

This session brings together experts to discuss how to align M365 and Copilot usage with defensible governance practices that withstand regulatory, investigative, and courtroom scrutiny.

You’ll learn how to:

• Identify where Copilot and M365 data actually resides, including hidden or non-obvious locations.
• Adjust retention policies to preserve what’s necessary—while avoiding over-preservation or over-exposure.
• Leverage Microsoft Purview to manage sensitive or privileged AI-generated content.
• Build policies that integrate seamlessly into eDiscovery, investigations, and compliance workflows.

The pace of AI adoption in M365 means your data universe is evolving—often without you knowing it. By putting the right guardrails in place today, you can reduce risk, streamline discovery, and ensure you’re prepared for whatever the next matter, regulator, or court demands.

Speakers:

• Adam Jurist, eDiscovery Counsel, Munger, Tolles & Olson
• Gina Sansone, Executive Director, Morgan Stanley
• Kristin Sunderman, Legal Operations Director, Freddie Mac
• Noah Koerner, Director, Information Governance, Lighthouse

In high-stakes litigation, speed to insight can mean the difference between shaping the narrative and reacting to it. Traditional early case assessment often depends on time-intensive filtering and manual review, slowing the path to understanding key facts.

This session will explore how advanced AI search capabilities are helping legal teams surface the most critical people, documents, and themes earlier than ever, even when they aren’t sure exactly what to look for. Experts will share real-world examples of how these tools:

• Uncover connections and timelines without rigid keyword constraints.
• Rapidly pinpoint the documents that form the foundation of the case narrative.
• Identify potential risks early, such as privilege concerns, regulatory triggers, or sensitive data exposure, allowing teams to mitigate issues before they escalate.
• Enable matter teams to make better strategic decisions earlier, controlling costs, minimizing surprises, and improving outcomes.

Attendees will learn how integrating AI-powered insight into ECA can shift litigation from reactive to proactive, allowing counsel to lead with a fully formed strategy long before traditional review would allow. The result: faster case readiness, stronger positions at the table, and the ability to focus resources where they’ll have the greatest impact.

Speakers:

• Jeffrey McKenna, Senior Privacy & eDiscovery Attorney, Orrick
• Harsha Kurpad, Antitrust eDiscovery Counsel, Latham & Watkins
  
• Heather Nash-Harmann, eDiscovery Specialist, Starbucks
• Nick Schreiner, Vice President, Client Success, Lighthouse

The conversation around AI in legal has moved beyond if to how well. Yet proving AI’s value—beyond cost savings—remains elusive for many legal teams. This session reframes the discussion, showing how AI’s impact is multi-dimensional, measurable, and future-ready.

Drawing from real-world litigation and investigations, our panel of in-house counsel, law firm partners, and legal technologists will explore how AI delivers operational efficiency, cost control, risk mitigation, strategic case intelligence, and even career advancement. We’ll examine forward-looking strategies for:

• Quantifying AI’s business case with metrics that resonate 
• Uncovering strategic insights and intelligence earlier to shape case direction, negotiations, and trial prep.
• Turning operational gains into competitive advantage
• Using AI to reduce risk while increasing defensibility in front of regulators and judges. 
• Positioning legal professionals as AI-driven leaders in a rapidly evolving market.

Participants will leave with a clear framework for evaluating AI’s return on investment—one that connects the dots from matter outcomes at scale to client satisfaction to professional growth. The future of AI in legal isn’t just about automation; it’s about proving, and multiplying, its value at every level.

Speakers:

• Ava Guo, AVP - Senior Legal Counsel, AT&T
  
• Robert Keeling, Partner, Redgrave
• Cassie Blum, Senior Director, AI & Analytics, Lighthouse

Every gigabyte you store is another gigabyte you must secure, govern, and potentially produce in discovery. Over-retention not only drives up storage costs—it expands your risk profile and increases regulatory exposure. Smarter, defensible data minimization can reduce both your cyber risk and your litigation burden.

In this session you’ll hear from governance, eDiscovery, and compliance experts on:

• Right-sizing retention policies to account for AI-generated and AI-referenced content. 
• Turning disposition into a security measure—minimizing the volume of susceptible data and ROT to ensure Copilot accuracy.
• Balancing business needs with legal and compliance obligations to avoid over-retention traps.
• Integrating retention strategy with eDiscovery workflows to streamline preservation and collection.

Attendees will gain actionable strategies for using data minimization not just as a governance best practice, but as a frontline defense against risk.

Speakers:

• Melissa Weberman, Counsel, Head of eData and Legal Technology, Arnold & Porter
• Jenya Moshkovich, Assistant General Counsel, Genentech
• Sarah Sawvell, Senior Director, Head of Legal Operations, Solstice Advanced Materials
• Beth Ashley, Client Success Manager, Lighthouse

Modern data now spans a sprawling ecosystem of email, chat, collaboration platforms, cloud storage, mobile apps, and AI-generated content, with each source adding unique complexity. In turn, data collection is becoming more challenging and costs are expected to rise exponentially as enterprises generate more data in more formats, accompanied by AI artifacts, linked files, and dynamic content that defy traditional eDiscovery workflows. Legal teams need new frameworks to manage this complexity and stay ahead in litigation.

This session brings together eDiscovery and litigation experts to examine the characteristics of modern data and how updated collection strategies can help reduce costs, increase efficiency, and strengthen litigation readiness.

Key focus areas will include:

• Decoding modern data diversity—from AI-created artifacts and Copilot outputs to hyperlinks, chat logs, and cloud collaboration data.
• Navigating data collection challenges—navigating scale, speed, rising costs, and the unique risks of emerging data formats.
• Improving identification of critical custodians and data sources across sprawling enterprise ecosystems.
• Building defensible collection and preservation strategies that account for dynamic, shifting, and nontraditional data formats.
• Looking ahead to what comes next—preparing for emerging data modalities like generative AI content, AI-enhanced attachments, and hyperconnected document ecosystems.

Attendees will leave with a forward-looking playbook for managing the data explosion—helping teams control costs, mitigate risks, and maintain strategic advantage in the evolving world of litigation.

Speakers:

• Laura Ewing-Pearle, Senior Manager, eDiscovery & Practice Support Technology, Baker Botts
• Cynthia Chan, Senior E-Discovery Advisory Manager, Paul, Weiss, Rifkind, Wharton & Garrison
• Susan Stone, Director – Discovery Technology, AT&T
• Pooja Lalwani, Senior Director, Onboarding & Implementation, Lighthouse