Join us for a candid conversation with one of our valued customers on how they moved structured data eDiscovery from a manual, resource-intensive bottleneck to a fully automated process—built in true partnership from the ground up.
In this fireside chat, we will discuss:
-The challenges that drove the need for change
-How the solution was co-developed through the product lifecycle
-The measurable impact it has had on their team
We will then open the floor for an interactive roundtable discussion where participants can share their own structured data challenges and opportunities, surfacing collective ideas on where automation can drive the next wave of productivity and efficiency. Expect real talk, not a sales pitch: a chance to learn from a peer's journey and shape the conversation on what's next.
Juli Clark is the Chief Customer Officer at Exterro, where she leads Customer Success, Technical Support, and Voice of the Customer initiatives for the global organization. Since stepping into the role in April 2026, Juli has infused customer feedback directly into product development, launching initiatives that bring Product, Sales, and Customers into closer alignment, and built a forward-looking engagement strategy anchored by Product Advisory Groups and Quarterly Regional User Groups. She joined Exterro in 2024 as Vice President of Global Customer Success, was promoted to Senior Vice President in 2025, and most recently to Chief Customer Officer.
Prior to Exterro, Juli held pivotal roles at renowned companies such as LexisNexis, where she directed sales and operations in the legal and corporate sectors; Cisco, where she served as a global sales and operations leader; and Veritas, where she served as Renewals Executive. Juli also played a crucial role at Beam Benefits as an InsureTech Executive, launching their customer engagement strategy and establishing a Customer Success team.
Her extensive background includes serving as an SMB C-level executive dedicated to customer experience strategies, engaging with private equity, and acting as a portfolio executive consultant for K1 and Marlin on strategic customer engagement. Juli's passion for the Customer Success function is evident in her commitment to fostering customer advocacy and embedding the voice of the customer at the heart of product and business strategy.
Jean Donaldson is a Sr. Director, Solutions Consulting at Exterro where she has been a subject matter expert in our product set for 9 years. Prior to joining Exterro, Jean spent 12 years at small law firms in the DC area as the IT Manager/Lit Support manager and 2 years working for Lockheed Martin embedded in the Civil Division of the DOJ where she was the Program Manager for the Litigation Support Training Department and Help Desk.