Image: Rob Robinson, ComplexDiscovery with AI.
The transition from December 2024 to January 2025 has been one filled with announcements for the eDiscovery ecosystem, with impactful developments in mergers, AI-powered innovations, leadership transitions, and strategic partnerships. This month’s Vendor Voices highlights the announcements and advancements shaping the industry’s future.
OPEXUS, a leader in government process management software, and Casepoint, a pioneer in data discovery technology, announced their merger, supported by a majority investment from Thoma Bravo, a leading software investment firm. By combining OPEXUS’ process management expertise with Casepoint’s capabilities in litigation, compliance, and investigations, the partnership enhances its ability to address complex challenges. Minority stakes retained by Casepoint shareholders and Gemspring Capital ensure continuity in leadership.
HaystackID continues to drive innovation, appointing Esther Birnbaum as Executive Vice President of Legal Data Intelligence. This strategic hire highlights the company’s commitment to AI-powered solutions and operational excellence in addressing legal, compliance, and cyber challenges.
AI innovations remain central to industry progress. LexisNexis unveiled Protégé, a personalized AI assistant integrated into Lexis+ AI and Lexis Create+, designed to enhance productivity and work quality while maintaining compliance and security. Similarly, Epiq introduced the Epiq AI Discovery Assistant, supported by the formation of Epiq AI Labs, automating over 80% of eDiscovery processes and significantly reducing review times.
Relativity emphasized the importance of cloud-native solutions in addressing modern legal data challenges. With over 75% of its business now conducted on RelativityOne, the platform delivers the scalability, performance, and security required for high-compute, big data, and generative AI environments.
The Legal Data Intelligence (LDI) initiative continues to gain momentum, transforming overwhelming digital data into actionable insights and fostering collaboration among industry leaders to develop innovative frameworks for legal operations.
The Electronic Discovery Reference Model (EDRM) welcomed Proteus Discovery Group as its newest Trusted Partner. Celebrating its 10th anniversary, Proteus continues to deliver robust, secure eDiscovery solutions and remains committed to privacy and security in legal data management.
Consilio announced the launch of Guided AI PrivDetect, an advanced privilege detection solution that uses AI and knowledge graph technology to drastically reduce privilege review timelines, improving accuracy and building long-term organizational knowledge.
Industry recognitions reflect ongoing excellence. HaystackID earned honors in eight categories at the 2025 Legalweek Leaders in Tech Law Awards, with CEO Hal Brooks receiving the Lifetime Achievement Award for his 35 years of contributions to legal technology. Lighthouse was named a finalist in two categories, “Best Use of AI in E-Discovery and Litigation” and “M&A Transaction Innovation,” while Hanzo Illuminate earned the eDiscovery Innovation of the Year award from the LegalTech Breakthrough Awards. Everlaw maintained its leadership status, ranking #1 for customer satisfaction in eDiscovery for the 12th consecutive quarter in the G2 industry rankings.
Leadership changes continue to shape the industry. Complete Legal announced the promotion of Joe Martinez to President of eDiscovery Services. With over two decades of experience in digital forensics, cybersecurity, and litigation support, Martinez combines technical innovation with a client-centric leadership approach. His promotion underscores Complete Legal’s commitment to delivering tailored solutions and adapting to the complexities of managing Electronically Stored Information (ESI).
Further leadership transitions include Consilio appointing Todd Herndon as Chief Financial Officer and Everlaw naming Joe Glass as Chief Revenue Officer, leveraging their expertise to drive growth and operational excellence. JND Legal Administration strengthened its team with the promotions of Kevin Marquis to Vice President of eDiscovery Operations and Jonathan Moody to Vice President of eDiscovery Sales. At KLDiscovery, CEO Chris Weiler announced his retirement, with Mike Suchsland, Chairman of the Board, leading operations while a search for a new CEO is conducted.
Strategic collaborations continue to enhance innovation. Venio Systems partnered with eDiscovery AI to integrate advanced technology into its Review UI, delivering enhanced efficiency, precision, and defensibility in document review.
FTI Consulting expanded its Global Technology Team by appointing investigations and artificial intelligence experts, including Rohit Kelkar, Kristen Litgen, Phil Smith, and Anthony Usher, to support clients facing challenges in disputes, investigations, and AI adoption.
Lastly, Law In Order announced a webcast scheduled for February 24, 2025, showcasing SmartBundle, its revolutionary solution for streamlining eHearings. This webcast will highlight how SmartBundle simplifies case preparation, enhances collaboration, and improves efficiency in digital legal proceedings.
With developments in AI-powered solutions, leadership transitions, and strategic partnerships, this month’s Vendor Voices offers key insights for professionals navigating the evolving legal and compliance landscape.
Rob Robinson, Editor and Managing Director of ComplexDiscovery.
As January 2025 demonstrates, the legal technology industry is poised for another transformative year. From mergers and AI innovations to leadership transitions and strategic partnerships, the sector is positioned for continued growth and evolution. Stay informed with ComplexDiscovery as we continue to monitor and share the developments shaping the future of legal technology, information governance, and eDiscovery.
Vendor Voices
OPEXUS and Casepoint Announce Merger and Majority Investment from Thoma Bravo
OPEXUS, a leading provider of government process management software, and Casepoint, the industry leader in data discovery technology for litigation, investigations, and data compliance, announced a merger and a majority investment from Thoma Bravo, a leading software investment firm. Casepoint shareholders and OPEXUS’ existing investor Gemspring Capital will both retain minority positions in the combined company.
Read the update.
HaystackID® Appoints Esther Birnbaum as Executive Vice President to Drive Legal Data Intelligence Innovation
HaystackID, a specialized data services company solving business data challenges related to legal, compliance, regulatory, and cyber events, announced the appointment of Esther Birnbaum as Executive Vice President of Legal Data Intelligence. With this strategic hire, HaystackID reinforces its commitment to delivering cutting-edge AI-powered solutions while maintaining a strong foundation of operational excellence.
Read the update.
LexisNexis Introduces Protégé Personalized AI Assistant with Agentic AI
LexisNexis® Legal & Professional, a leading global provider of AI-powered analytics and decision tools, announced the U.S. general availability of LexisNexis Protégé™, a personalized AI assistant that intelligently powers productivity, drives next-level work quality, and enables legal and business professionals to unlock new economic value. Built with the highest levels of security, compliance, and privacy, Protégé is initially available within the Lexis+ AI® legal workflow solution and Lexis® Create+ for legal AI drafting in Microsoft Word and will soon be ubiquitous across LexisNexis products.
Read the update.
To explore the full release of this month’s Vendor Voices, visit Vendor Voices: eDiscovery Advancements and Announcements Start 2025 Strong.
