
Greg Moreman, Partner, Client Solutions for EDRM Trusted Partner Level Legal, sits down with EDRM’s Mary Mack and Holley Robinson. In this episode, Greg shares Level Legal’s approach to integrating AI into client workflows, emphasizing defensibility, measurable outcomes, and the importance of not just a human in the loop, but an expert human in the loop. He discusses starting with smaller pilots before scaling, explaining why AI is not an “easy button,” but a transformative one when implemented thoughtfully. The conversation concludes with plans to connect at Legalweek, where Level Legal will be at booth 345 and EDRM at booth 750.
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Authors
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Mary Mack is the CEO and Chief Legal Technologist for EDRM. Mary was the co-editor of the Thomson Reuters West Treatise, eDiscovery for Corporate Counsel for 10 years and the co-author of A Process of Illumination: the Practical Guide to Electronic Discovery. She holds the CISSP among her certifications.
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Holley Robinson is the Senior Marketing Operations Manager for EDRM and ComplexDiscovery OÜ. She supports social media strategy, podcast and webinar production, and content management for EDRM while also overseeing updates to ComplexDiscovery’s industry-recognized eDisclosure Buyers Guide and assisting with their social media and content efforts. A recent graduate of Texas Tech University with a background in marketing, Holley began her journey in eDiscovery as an intern with EDRM and now contributes to amplifying valuable resources for the eDiscovery community.
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