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About This Webinar

This half-day session is designed for users involved in document review, including Quality Control after collection, internal investigation, or litigation review. The focus is on the overall use of the Exterro Review Vault, covering key tools and settings to enhance the review experience.

Please note that this is a bring-your-own-device training session, and attendees will be asked to connect to our cloud-based training system to participate in the training. No product download is required. The course includes:

-Document Review
-Summarization
-Coding (Tagging & Labeling)
-Redacting
-Searching
-Review Projects
-Review Portal
-Term Highlighting
-Similar Files
-Family Relationships
-Email Threading (document level or list view)

When: Monday, September 21, 2026 · 9:00 a.m. · Central Time (US & Canada)
Duration: 3 hours
Language: English
Who can attend? Everyone
Dial-in available? (listen only): No
Featured Presenters
Webinar hosting presenter
Case Manager

Aaron Canney specializes in end-to-end eDiscovery, data management, and workflow optimization. With more than seven years of experience managing large-scale document reviews for federal agencies and Fortune 500 companies, he is an eDiscovery attorney who currently serves as a Case Manager in Professional Services at Exterro. In this role, Aaron consults with legal teams to streamline their operations—helping them regain control over complex data, reduce legal spend, and successfully integrate Exterro’s AI solutions into their litigation strategies.  

Webinar hosting presenter
Senior Director of Solutions Consulting
As a former practicing attorney, Nancy understands the difficulties and challenges facing in-house legal professionals and their counterparts as their areas of responsibility are rapidly expanding into compliance, data control, and managing data risk. For over a decade, Nancy has worked for Exterro and is at her best when working side-by-side with clients to imagine new possibilities for solving a variety of challenges using the Exterro technology platform. Nancy also enjoys sharing her knowledge about our software with new employees at Exterro, on webcasts, conferences, and other forums.

Prior to law school, Nancy worked in the Silicon Valley in a variety of fun and challenging jobs, mostly in HR and Finance, for small and emerging companies. Her experience working in the high-tech industry, coupled with legal education and e-Discovery/Information Governance expertise, results in an unusual blend of qualifications and skills that benefit her clients each and every day.
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