Editor’s Note: The transition from December 2024 to January 2025 has been a significant period for the eDiscovery and legal technology sectors, marked by advancements in innovation, leadership, and collaboration. Highlights include the OPEXUS and Casepoint merger, HaystackID’s appointment of Esther Birnbaum to lead Legal Data Intelligence efforts, and the launch of Consilio’s Guided AI PrivDetect. With developments in AI-powered solutions, leadership transitions, and strategic partnerships, this month’s Vendor Voices offers key insights for professionals navigating the evolving legal and compliance landscape.
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December 2024 – January 2025 Update
Vendor Voices: eDiscovery Advancements and Announcements Start 2025 Strong
ComplexDiscovery Staff
The transition from December 2024 to January 2025 has been one filled with announcements for the eDiscovery ecosystem, with impactful developments in mergers, AI-powered innovations, leadership transitions, and strategic partnerships. This month’s Vendor Voices highlights the announcements and advancements shaping the industry’s future.
OPEXUS, a leader in government process management software, and Casepoint, a pioneer in data discovery technology, announced their merger, supported by a majority investment from Thoma Bravo, a leading software investment firm. By combining OPEXUS’ process management expertise with Casepoint’s capabilities in litigation, compliance, and investigations, the partnership enhances its ability to address complex challenges. Minority stakes retained by Casepoint shareholders and Gemspring Capital ensure continuity in leadership.
HaystackID continues to drive innovation, appointing Esther Birnbaum as Executive Vice President of Legal Data Intelligence. This strategic hire highlights the company’s commitment to AI-powered solutions and operational excellence in addressing legal, compliance, and cyber challenges.
AI innovations remain central to industry progress. LexisNexis unveiled Protégé, a personalized AI assistant integrated into Lexis+ AI and Lexis Create+, designed to enhance productivity and work quality while maintaining compliance and security. Similarly, Epiq introduced the Epiq AI Discovery Assistant, supported by the formation of Epiq AI Labs, automating over 80% of eDiscovery processes and significantly reducing review times.
Relativity emphasized the importance of cloud-native solutions in addressing modern legal data challenges. With over 75% of its business now conducted on RelativityOne, the platform delivers the scalability, performance, and security required for high-compute, big data, and generative AI environments.
The Legal Data Intelligence (LDI) initiative continues to gain momentum, transforming overwhelming digital data into actionable insights and fostering collaboration among industry leaders to develop innovative frameworks for legal operations.
The Electronic Discovery Reference Model (EDRM) welcomed Proteus Discovery Group as its newest Trusted Partner. Celebrating its 10th anniversary, Proteus continues to deliver robust, secure eDiscovery solutions and remains committed to privacy and security in legal data management.
Consilio announced the launch of Guided AI PrivDetect, an advanced privilege detection solution that uses AI and knowledge graph technology to drastically reduce privilege review timelines, improving accuracy and building long-term organizational knowledge.
Industry recognitions reflect ongoing excellence. HaystackID earned honors in eight categories at the 2025 Legalweek Leaders in Tech Law Awards, with CEO Hal Brooks receiving the Lifetime Achievement Award for his 35 years of contributions to legal technology. Lighthouse was named a finalist in two categories, “Best Use of AI in E-Discovery and Litigation” and “M&A Transaction Innovation,” while Hanzo Illuminate earned the eDiscovery Innovation of the Year award from the LegalTech Breakthrough Awards. Everlaw maintained its leadership status, ranking #1 for customer satisfaction in eDiscovery for the 12th consecutive quarter in the G2 industry rankings.
Leadership changes continue to shape the industry. Complete Legal announced the promotion of Joe Martinez to President of eDiscovery Services. With over two decades of experience in digital forensics, cybersecurity, and litigation support, Martinez combines technical innovation with a client-centric leadership approach. His promotion underscores Complete Legal’s commitment to delivering tailored solutions and adapting to the complexities of managing Electronically Stored Information (ESI).
Further leadership transitions include Consilio appointing Todd Herndon as Chief Financial Officer and Everlaw naming Joe Glass as Chief Revenue Officer, leveraging their expertise to drive growth and operational excellence. JND Legal Administration strengthened its team with the promotions of Kevin Marquis to Vice President of eDiscovery Operations and Jonathan Moody to Vice President of eDiscovery Sales. At KLDiscovery, CEO Chris Weiler announced his retirement, with Mike Suchsland, Chairman of the Board, leading operations while a search for a new CEO is conducted.
Strategic collaborations continue to enhance innovation. Venio Systems partnered with eDiscovery AI to integrate advanced technology into its Review UI, delivering enhanced efficiency, precision, and defensibility in document review.
FTI Consulting expanded its Global Technology Team by appointing investigations and artificial intelligence experts, including Rohit Kelkar, Kristen Litgen, Phil Smith, and Anthony Usher, to support clients facing challenges in disputes, investigations, and AI adoption.
Lastly, Law In Order announced a webcast scheduled for February 24, 2025, showcasing SmartBundle, its revolutionary solution for streamlining eHearings. This webcast will highlight how SmartBundle simplifies case preparation, enhances collaboration, and improves efficiency in digital legal proceedings.
As January 2025 demonstrates, the legal technology industry is poised for another transformative year. From mergers and AI innovations to leadership transitions and strategic partnerships, the sector is positioned for continued growth and evolution. Stay informed with ComplexDiscovery as we continue to monitor and share the developments shaping the future of legal technology, information governance, and eDiscovery.
Vendor Voices
OPEXUS and Casepoint Announce Merger and Majority Investment from Thoma Bravo
OPEXUS, a leading provider of government process management software, and Casepoint, the industry leader in data discovery technology for litigation, investigations, and data compliance, announced a merger and a majority investment from Thoma Bravo, a leading software investment firm. Casepoint shareholders and OPEXUS’ existing investor Gemspring Capital will both retain minority positions in the combined company.
HaystackID® Appoints Esther Birnbaum as Executive Vice President to Drive Legal Data Intelligence Innovation
HaystackID, a specialized data services company solving business data challenges related to legal, compliance, regulatory, and cyber events, announced the appointment of Esther Birnbaum as Executive Vice President of Legal Data Intelligence. With this strategic hire, HaystackID reinforces its commitment to delivering cutting-edge AI-powered solutions while maintaining a strong foundation of operational excellence.
LexisNexis Introduces Protégé Personalized AI Assistant with Agentic AI
LexisNexis® Legal & Professional, a leading global provider of AI-powered analytics and decision tools, announced the U.S. general availability of LexisNexis Protégé™, a personalized AI assistant that intelligently powers productivity, drives next-level work quality, and enables legal and business professionals to unlock new economic value. Built with the highest levels of security, compliance, and privacy, Protégé is initially available within the Lexis+ AI® legal workflow solution and Lexis® Create+ for legal AI drafting in Microsoft Word and will soon be ubiquitous across LexisNexis products.
Epiq Announces Epiq AI Discovery Assistant™ and Epiq AI Labs
Epiq announced the formation of Epiq AI Labs and the availability of Epiq AI Discovery Assistant™ software and review services in the Epiq Service Cloud. Epiq AI Discovery Assistant™ automates more than 80 percent of traditional eDiscovery processes and completes reviews up to 90 percent faster than TAR or linear review, with up to 4000x throughput, including large and complex datasets.
Embracing the Future of Legal Data in 2025 and Beyond
[Relativity] The demands of this transformative new world are clear, and in this high-compute, big data, generative AI environment, the benefits of cloud-native software architecture are more important than ever. We’ve reached a tipping point: native cloud software undeniably provides the superior performance, scale, and security required to address the legal data challenges of tomorrow. To take advantage of these benefits, more than 75 percent of our business with partners and customers is now in RelativityOne, where they are successfully tackling increasingly complex legal data challenges. It’s where our community, working on a wide variety of projects, can, indeed, not just keep pace—but thrive.
EDRM Announces Proteus Discovery Group as Newest Trusted Partner
Leading the way for global best practices in e-discovery, the Electronic Discovery Reference Model (EDRM) is pleased to announce Proteus, a full-service eDiscovery legal services company, has joined the EDRM Trusted Partner Network as a Preserver Partner.
Privacy, security, and AI-enabled eDiscovery technology and services will play a central role in organizations as they strive to keep their data secure. Robust e-discovery technology, supported by expertise and services, helps organizations respond to litigation, compliance, and investigation demands.
2025 Legalweek Leaders in Tech Law Awards: HaystackID® Recognized for Legal Tech Excellence Across 8 Categories
At its core, innovation in legal technology comes down to people—the visionaries, problem-solvers, and leaders who drive meaningful change. LegalTech News celebrates the individuals shaping the industry’s future with its 2025 Legalweek Leaders in Tech Law Awards. This year, LegalTech News has recognized HaystackID’s commitment to driving meaningful change in our industry across eight award categories.
HaystackID CEO Hal Brooks won the Lifetime Achievement Award for his extraordinary contributions to the legal technology industry over a career spanning more than 35 years. Under Brooks’ leadership, HaystackID has become a pioneer in eDiscovery, known for their innovative tools like Core Intelligence AI™, as well as their unwavering commitment to client service and data security.
A Look at Complete Legal’s Client-Centric Innovation in 2024
2024 highlights Complete Legal’s remarkable transformation as an industry leader. Through strategic mergers and visionary leadership, the company redefined its role in eDiscovery and litigation support, emphasizing innovation, client-first strategies, and advanced technology integration. Each article provides invaluable insights for professionals navigating today’s legal challenges, from leveraging AI to optimizing traditional and digital workflows. This collection is a must-read for those seeking to understand the evolving landscape of legal services.
Consilio Appoints Todd Herndon as Chief Financial Officer
Consilio, the global leader in legal technology solutions and enterprise legal services, announced the appointment of Todd Herndon as Chief Financial Officer. Todd brings over 30 years of experience growing, acquiring, and improving the operational performance of global industrial and consumer-based manufacturing businesses. In his role, Todd will work directly with Consilio’s leadership team to drive growth, enhance profitability, and support the firm’s continued growth within the evolving legal services market.
Everlaw Welcomes Joe Glass as New Chief Revenue Officer
Everlaw, the cloud-native investigation and litigation platform, announced the appointment of tech veteran Joe Glass to the position of Chief Revenue Officer (CRO), effective immediately. Glass is a leader with deep expertise in scaling high-performing teams to deliver revenue growth, most recently driving categoric transformation in the enterprise data collaboration space.
Venio Systems Partners with eDiscovery AI to Revolutionize Document Review
Venio Systems is excited to announce its strategic partnership with eDiscovery AI, a collaboration that integrates cutting-edge AI technology into Venio’s new Review UI. This partnership is poised to redefine the document review process, delivering unmatched efficiency, precision, and defensibility.
Lighthouse Named a Finalist for Two 2025 Legalweek Leaders in Tech Law Awards
Lighthouse, a leader in technology-enabled eDiscovery, compliance, and information governance services, has been selected as a finalist in two categories of the prestigious Legalweek Leaders in Tech Law Awards. The company was recognized for “Best Use of AI in E-Discovery and Litigation” and “M&A Transaction Innovation,” further cementing its reputation as a trailblazer in leveraging AI to transform legal discovery and antitrust processes and drive efficiency in high-stakes matters.
Legal Data Intelligence: Leading the Charge in Data-Driven Legal Transformation
Amid the tidal wave of technological innovation, the legal industry finds itself grappling with an essential question: how can it transform the overwhelming chaos of digital data into a wellspring of actionable insights? The Legal Data Intelligence (LDI) initiative emerges as a transformative effort designed to harness the power of data-driven insights to address evolving complexities within legal practice and operations.
Consilio Launches Guided AI PrivDetect, Transforming Legal Privilege Review Through Expert-Led AI and Multi-Model Architecture
Consilio, the global leader in legal technology solutions and enterprise legal services, announced the launch of Guided AI PrivDetect, an innovative privilege detection solution that combines artificial intelligence and knowledge graph technology to dramatically accelerate and enhance the accuracy of privilege review. This groundbreaking solution, developed entirely within Consilio’s secure infrastructure, helps legal teams complete privilege reviews in days rather than months while building organizational knowledge that improves results over time.
Hanzo Illuminate Recognized as “eDiscovery Innovation of the Year” by LegalTech Breakthrough Award
LegalTech Breakthrough, a leading market intelligence organization recognizing standout legal technology, has selected Hanzo as “Overall eDiscovery Solution of the Year” for Hanzo Illuminate in its 5th annual awards program. The awards honor excellence in legal technologies across a range of categories, including eDiscovery, legal analytics, and more, with thousands of nominations from over 12 countries worldwide.
Simplify Your eHearings: Explore SmartBundle Features
[Law In Order] Webcast on February 24, 2025 – Discover how SmartBundle is revolutionising eHearings by simplifying case preparation, enhancing collaboration, and ensuring efficiency in digital legal proceedings. Learn how this advanced solution can streamline your eHearing processes and deliver exceptional results.
Complete Look: ComplexDiscovery’s 2024-2029 eDiscovery Market Size Mashup
The eDiscovery market is evolving rapidly, driven by the explosive growth of digital data, the increasing complexity of legal and regulatory requirements, and the adoption of advanced technologies like artificial intelligence and cloud computing. As organizations worldwide grapple with data-intensive workflows and heightened regulatory scrutiny, the market for eDiscovery solutions is projected to grow significantly.
This report, “Complete Look: ComplexDiscovery’s 2024-2029 eDiscovery Market Size Mashup,” provides an in-depth analysis of the trends, projections, and implications shaping the eDiscovery landscape. From detailed task spending forecasts to insights on geographical market shifts and technology adoption, the report offers actionable intelligence for legal, corporate, and technology stakeholders. By exploring key growth drivers across software and services, task allocation, and global adoption, this comprehensive analysis serves as a valuable resource for understanding the future trajectory of the eDiscovery market.
JND eDiscovery Names Kevin Marquis Vice President – Operations
JND Legal Administration, the U.S. leader in legal management and administration services, announces the promotion of Kevin Marquis to Vice President of eDiscovery Operations.
FTI Consulting Expands Global Technology Team with Addition of Investigations and Artificial Intelligence Experts
FTI Consulting, Inc. announced the appointments of Rohit Kelkar, Kristen Litgen, Phil Smith, and Anthony Usher as Managing Directors within the firm’s Technology segment. In their respective regions, they will support global clients facing increased challenges in disputes and investigations and artificial intelligence implementations.
Driving Innovation: Joe Martinez Becomes President of eDiscovery Services
Joe Martinez’s promotion to President of eDiscovery Services at Complete Legal represents an important moment in the company’s evolution, aligning technical innovation with client-first leadership. With over two decades of experience in digital forensics, cybersecurity, and litigation support, Martinez’s approach combines cutting-edge technologies, such as artificial intelligence, with personalized client solutions. Legal and legal technology professionals will find inspiration in his leadership style, which emphasizes adaptability, technical rigor, and a commitment to empowering clients. As the challenges of managing Electronically Stored Information (ESI) grow, Martinez’s vision ensures that Complete Legal remains a trusted partner in navigating the complexities of modern legal practice.
JND eDiscovery Names Jonathan Moody Vice President – Sales
JND Legal Administration, the U.S. leader in legal management and administration services, announces the promotion of Jonathan Moody to Vice President of eDiscovery Sales.
KLDiscovery Announces Leadership Transition
KLDiscovery, a leading global provider of electronic discovery, information governance, and data recovery technology solutions, announced that Chief Executive Officer and co-founder Chris Weiler is retiring from the company. During this transition period, KLDiscovery will be led by Mike Suchsland, Chairman of the company’s Board of Directors (the “Board”), and a Leadership Committee comprised of the company’s longstanding senior executives. The Board will begin working with a leading executive search firm to identify a successor to Mr. Weiler.
Everlaw Ranked #1 in Customer Satisfaction in Ediscovery by Legal Teams
Everlaw, the cloud-native investigation and litigation platform, achieved leader status in the ediscovery category for the 12th consecutive quarter in the Winter 2025 G2 industry rankings. Everlaw has earned multiple top rankings across key categories in delivering transformative legal technology solutions for legal professionals.
Proteus Discovery Group Achieves SOC 2 Type 1 Compliance
Proteus Discovery Group, a full-service eDiscovery legal services company, is proud to announce that it successfully achieved SOC 2® Type 1 compliance with the guidance of third-party audit firm A-LIGN. This significant milestone underscores the company’s commitment to safeguarding sensitive client data and maintaining the highest standards of security.
From RAG to Riches: How AI is Transforming the Healthcare Landscape
[Newsline by HaystackID] Artificial intelligence’s burgeoning role in healthcare is prompting legal and corporate entities to weigh its integration and implications carefully. With its potential to revolutionize patient care, optimize operational efficiency, and drive innovation, AI presents both opportunities and challenges within the healthcare sector. The AHA Center for Health Innovation’s report, “Building and Implementing an Artificial Intelligence Plan for Health Care,” serves as a strategic blueprint for healthcare executives aiming to navigate this complex terrain effectively.
Proteus Discovery Group Celebrates 10th Anniversary
Proteus Discovery Group, a full-service eDiscovery legal services company, is proud to announce its 10th anniversary. Founded in 2015 by four commercial litigators and the founding partners of MBCB Law Firm, both headquartered in Indianapolis, IN, Proteus has grown into a trusted partner for law firms and corporate legal teams nationwide.
eDiscovery Industry: 2024 M&A Highlights and 23-Year Retrospective of Growth and Market Trends
The eDiscovery industry in 2024 has proven to be another transformative year, with mergers, acquisitions, and investments driving significant shifts in the competitive and technological landscape. As the market matures, strategic activity remains central to the sector’s ability to meet evolving demands. This report begins with an analysis of 2024 M&A activity, explores broader trends since 2001, and examines how these trends align with market size growth from 2012 to the present.
Maximizing Market Influence: An Update on ComplexDiscovery OÜ’s 2025 Marketing Programs
As 2025 unfolds, ComplexDiscovery OÜ reaffirms its position as a crucial ally for legal technology providers aiming to enhance their market visibility. The exclusive advertising and content development programs offered by ComplexDiscovery OÜ are meticulously crafted to amplify the presence and credibility of leading providers among decision-makers in cybersecurity, information governance, and the legal sector.
An Abridged Look at the Business of eDiscovery: Mergers, Acquisitions, and Investments
The abridged listing of eDiscovery merger, acquisition, and investment (M&A+I) events seeks to consolidate and highlight key eDiscovery-related investment events and corresponding event dates, company involvement, and known event investment amounts. The general consideration for inclusion in this running listing is the public announcement of an investment event by an organization that offers an eDiscovery solution as part of its overall offering portfolio, regardless of its core business. While not all-inclusive because organizations may not always publicly disclose these types of activities, the listing may be useful for legal, business, and information technology professionals seeking to understand merger, acquisition, and investment events, patterns, and trends within the eDiscovery ecosystem.
A Running List: Top 100+ eDiscovery Providers
The “Top 100+ Provider” compilation represents a meticulously curated aggregation of insights derived from authoritative reports and analyses within the eDiscovery ecosystem. This resource offers a refined selection of eDiscovery providers aimed at assisting professionals in cybersecurity, information governance, and legal discovery in identifying and acquiring premier eDiscovery software and services. Predominantly informed by mentions within critical industry reports and surveys from August 2011 to the current day, this list has been thoughtfully updated to accommodate the dynamic landscape of industry mergers and acquisitions. While not exhaustive, this compilation serves as a comprehensive guide, spotlighting vendors that have achieved widespread recognition for their technological leadership and innovation in the realm of eDiscovery.
From Legalweek to ILTACON: 2025’s Early eDiscovery-Related Event Listing
The 2025 event calendar for legal technology and eDiscovery professionals is shaping up to be a busy year, with conferences, summits, and workshops spread across the globe. Although still early and not fully comprehensive, this preview highlights several key events that are likely to attract attention from those involved in cybersecurity, information governance, and legal innovation.
ComplexDiscovery OÜ is a highly recognized digital publication focused on providing detailed insights into the fields of cybersecurity, information governance, and eDiscovery. Learn more today at ComplexDiscovery.com.
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Previous Vendor Voice Updates
Additional Reading
- eDisclosure Systems Buyers Guide – Online Knowledge Base
- A Running List: Top 100+ eDiscovery Providers
Source: ComplexDiscovery OÜ
