Our eMerge team is excited to share the following updates:

• Client Care Survey: Coming soon via email — keep an eye out!
• Case Study: Remote, targeted mobile device discovery.
• Awards and Recognition: Vote for eMerge Split!
• Thought Leadership: Microsoft 365 eDiscovery and Copilot updates and more.
• Events and Speaking Engagements: Discover the latest insights and updates on Microsoft 365.

Troutman Pepper Locke’s award-winning eDiscovery, data management, and AI subsidiary, eMerge, offers clients integrated technology and legal solutions to address complex data-driven problems in litigation, transactional and compliance matters, government investigations, and information governance initiatives.

---

Client Care Survey

To ensure eMerge is delivering exceptional service to all its clients, both internally and externally, we will periodically request feedback through client satisfaction surveys. Please look out for these surveys via an automated external email from Alison Grounds with the subject line, “Troutman eMerge Client Satisfaction Survey – [Name of current matter].”

 

 

---

---

Insurance Litigation Case Study: Mobile Device Discovery

eMerge was engaged to manage the discovery process in a complex insurance litigation matter where the client faced a fast-approaching discovery deadline involving multiple custodians’ mobile devices. The challenge was familiar: collect and prepare relevant mobile data for review and production, while minimizing custodial disruption and protecting unrelated, personal, and confidential client information.

Instead of conducting a complete forensic acquisition of each mobile device, eMerge deployed ModeOne’s mobile collection technology to efficiently target only the potentially relevant data for collection. eMerge’s ModeOne-powered collections proceed as follows:

• First, eMerge works with the custodian or their IT designee to install the ModeOne application directly on the target Android device or on a computer to which a custodian can connect their iOS device.
• Second, eMerge’s collection analysts remotely access the device to identify the specific categories of data subject to collection, such as photos, videos, messages, phone logs, and contacts.
• Third, ModeOne uploads the data to a secure cloud environment.
• Finally, eMerge filters the data as needed and exports the results in a format amenable to efficient review, such as Relativity Short Message Format (RSMF).

Utilizing ModeOne substantially accelerates collection timelines, reduces the risk of overcollection, and safeguards personal and confidential information. On the complex insurance matter, we completed a process that typically takes days in hours, yielding significant downstream review and production savings. eMerge has a variety of collection tools and can identify a defensible approach suitable to each matter.

---

Awards and Recognition

Vote for eMerge Split! 

We are pleased to share that eMerge Split!, developed by eMerge’s Custom Solutions team, has been nominated for the 2025 Relativity Innovation Awards for Best Innovation: Organize. The Relativity Innovation Awards’ Organize award celebrates innovations that transform the way we store, structure, collect, process, and organize critical data. Click here to learn more and vote for eMerge Split!

Troutman Pepper Locke Announces 2025 Legal 500 US Rankings

eMerge has been ranked by Legal 500 in the Dispute Resolution: eDiscovery category. This prestigious recognition underscores our unwavering commitment to delivering exceptional service and innovative solutions to our clients. We are delighted to highlight the individual accolades received by eMerge Managing Partner Alison Grounds, Principal Jim Calvert, and Principal Jason Lichter, who were mentioned in the 2025 edition. Alison was recognized as a “leading lawyer.” Click here to read more.

---

Thought Leadership

Cleared for Takeoff? Copilot Legal and Technical Preflight Checklist
Millions of companies use the Microsoft 365 suite of tools every day to create, communicate, and collaborate, but far fewer have adequately grappled with the legal risks introduced by Copilot, the powerful generative AI assistant embedded in those same applications. While Copilot can enhance employee productivity, creativity, and connectivity, it may do so at the expense of privacy, security, and compliance without adequate planning and oversight. Click here to read the full article authored by eMerge Principal Jason Lichter.

Microsoft 365 eDiscovery Updates

Microsoft released its new unified eDiscovery experience (Purview eDiscovery) within the Purview portal. Microsoft describes Purview eDiscovery as “a modernized user interface for key eDiscovery workflows, with simplified creation for cases, searches, and holds.” Click here to read the full update.

Navigating the Maze: eDiscovery Essentials for Employers

In this episode of Hiring to Firing, Partners Tracey Diamond and Emily Schifter explore eDiscovery processes and procedures with eMerge Managing Partner Alison Grounds. Learn about the importance of eDiscovery in litigation and the complexities of managing electronic data. Click here to listen to the podcast episode.

Harnessing the Power of eDiscovery: The Revolution of AI and Technology in Litigation and Investigations

In this episode of The Consumer Finance Podcast, Partner Chris Willis is joined by Partners Joseph DeFazio and Jason Manning, along with eMerge Managing Partner Alison Grounds, to discuss the evolving capabilities and advantages of eDiscovery. This episode highlights the significance of efficient processes in streamlining document review to enhance legal strategies, including setting clear policies for electronically stored information (ESI) and analyzing vast volumes of digital data with accuracy. Click here to listen to the podcast episode.

---

Events and Speaking Engagements

Webinar – ESI Protocols

Our team discussed the benefits and risks of drafting protocols for the exchange and handling of ESI in litigation. The presentation included strategic tips on drafting, revising, and negotiating protocols, highlighting essential elements and common pitfalls to help minimize eDiscovery disputes. Click here to view the recording.

Webinar – Microsoft 365 eDiscovery Updates

eMerge hosted a webinar exploring the latest changes to Microsoft 365 Purview’s eDiscovery solution. View the webinar recording.

Webinar – Transcript Tactics: Best Practices for Deposition Review in the Age of AI
eMerge Director of Legal Technology Antonio Avant presented on AI-enhanced deposition preparation during a webinar hosted by the Association of Certified E-Discovery Specialists. Antonio and the other panel members discussed how to efficiently and accurately analyze deposition transcripts.

Relativity’s AI Bootcamp: Powering the Future of Legal

eMerge Principal Jason Lichter gave the welcome and closing remarks as the anchor of Relativity’s AI Bootcamp: Powering the Future of Legal. The program brought together practitioners and thought leaders at the forefront of technological innovation to discuss the evaluation and adoption of cutting-edge AI technologies.