One Thread End to End: Orchestrating the Legal Hold-to-Investigation Workflow

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.

Phil Donaus is a Senior Solutions Engineer at Exterro, where he partners with legal, compliance, and IT teams to design and implement enterprise solutions for eDiscovery, Legal Hold, and Data Privacy. With a background spanning privacy engineering, data governance, and regulatory compliance, he helps organizations modernize legal and privacy operations by bridging technical implementation with business and legal requirements. His expertise includes privacy management, information governance, consent, and defensible data workflows, enabling organizations to reduce risk while improving operational efficiency.