Many organizations still view legal hold management as a responsibility owned solely by the legal department. In reality, effective preservation requires coordination across Legal, IT, HR, Records, Compliance, Privacy, Security, and business stakeholders. When those teams operate in silos, legal holds become difficult to manage, custodians are overlooked, communications break down, and organizations lose visibility into what information must be preserved and who is responsible for preserving it.
The consequences extend beyond litigation risk. Poorly coordinated legal hold processes can lead to unnecessary data retention, conflicting preservation and retention practices, increased storage costs, duplicate work across departments, and significant operational inefficiencies. Organizations often find themselves preserving more data than necessary while simultaneously lacking confidence that the right information is actually being protected.
Join Exterro and FTI Consulting for a practical discussion on why legal hold management is a cross-functional governance challenge—not simply a legal workflow. We'll examine the risks created when departments work independently, the critical role each stakeholder group plays in the preservation process, and how automation can help organizations create accountability, improve communication, and reduce administrative burden.
Why You Should Attend
Attend this session to learn how to:
- Understand why legal hold management is an enterprise-wide responsibility rather than a Legal-only process.
- Identify the risks and inefficiencies that arise when Legal, IT, HR, Records, Compliance, Privacy, and Security teams operate in silos.
- Reduce wasted resources caused by over-preservation, duplicate efforts, manual tracking, and inconsistent processes.
- Improve cross-functional collaboration and accountability throughout the legal hold lifecycle.
- Automate legal hold communications, acknowledgments, escalations, reporting, and custodian management.
- Gain greater visibility into preservation obligations and demonstrate defensibility through audit-ready workflows.
Who Should Attend
This webinar is designed for legal operations professionals, in-house counsel, litigation support teams, records and information governance leaders, compliance and privacy professionals, IT and security stakeholders, and business leaders involved in managing organizational data and risk.
Presenters
Bree Murphy
Founder, eDiscovery Chicks Podcast
Bree Murphy is a senior e-discovery and legal operations professional with nearly 30 years of experience helping organizations manage complex litigation, investigations and regulatory matters. Ms. Murphy partners with corporate legal departments to strengthen e-discovery and information governance programs, improve legal hold processes and implement practical workflows that reduce risk while increasing operational efficiency.
Prior to joining Exterro as a Senior Consultant and Strategic Account Executive, Ms. Murphy held e-discovery leadership roles at a global insurance company and a leading legal services provider. Her experience also includes complex commercial litigation support at several prominent Houston law firms and conducting anti-money laundering investigations for one of the nation's largest international financial institutions. Her background across law firms, service providers and corporate legal departments enables her to deliver practical guidance throughout the litigation lifecycle.
Ms. Murphy is a Certified eDiscovery Specialist (CEDS) and an active leader within the legal technology community. She currently serves as Membership Director for the Houston Chapter of ACEDS, serves on the EDRM 2.0 Committee and is a faculty member at The Center for Advanced Legal Studies. A frequent speaker and educator, Ms. Murphy regularly presents at conferences and industry events on e-discovery, legal technology and information governance. She holds a Bachelor of Arts in Communications from Texas A&M University and was recognized as the 2025 recipient of the Gayle O'Connor Spirit Award.
John Goff, Jr.
Managing Director
John Goff is an expert in helping corporations develop and implement a wide range of information governance and e-discovery programs to reduce the costs and risk of enterprise data. Mr. Goff supports clients with identifying sensitive information for remediation, conducting vendor risk assessments, bringing e-discovery operations in-house and developing and implementing cyber risk response plans. His experience extends across numerous industries and he has helped dozens of financial services institutions reduce risk related regulatory enforcement actions, off-channel communications and data over-retention.
Mr. Goff also specializes in complex, large-scale data migrations and defensible deletion initiatives, with a focus on improving regulatory compliance, litigation readiness and artificial intelligence governance. His work includes updating records management and legal hold programs and operationalizing e-discovery playbooks for improved cross-department transparency and billing. With a background in IT, he is adept at collaborating across IT, legal and information security teams to produce practical results.
Prior to joining FTI Technology, Mr. Goff held numerous information governance and e-discovery roles at PulteGroup and ING. He brings his extensive in-house technical and process skills to help clients reimagine, simplify and dramatically improve their legal and data governance programs.
Lauren Guillen
Manager, Global Discovery & Paralegal COE at Phillips 66
Lauren Guillen is a Certified eDiscovery Specialist (CEDS) and Manager of Global Discovery & Paralegal COE at Phillips 66, where she leads a team of eDiscovery professionals and paralegals and architects the company's eDiscovery, legal hold, and discovery operations across complex litigation and regulatory matters.
With more than two decades of eDiscovery experience on both the vendor and in-house sides of the discovery ecosystem, Lauren is known for turning high-stakes, data-intensive challenges into streamlined, defensible workflows, building a reputation for operational excellence at the intersection of law, technology, and information governance. With deep expertise across the full discovery lifecycle, she drives measurable reductions in cost, cycle time, and risk by aligning legal teams, IT, outside counsel, and vendors around practical, repeatable processes that strengthen defensibility and stand up to scrutiny. She brings the rare combination of technical depth and business judgment that modern legal operations demand.