October 10, 2025 • 9 mins
It was a privilege to speak with these leaders for this Relativity Fest 2025 mixtape:
Brett Chalmers, Website and Product Marketing Director, Opus 2.
Mathew Corfield, Surveillance Product Owner, Theta Lake.
Blake Ferger, Senior Consultant, Complete Discovery Source.
Shawn Gaines, Chief Marketing Officer, OnDean.
Frank Perrone, Founder and CEO, ReVia
Matt Rosenthal, Senior Vice President of Sales, Cimplifi.
Alex Sappington, Co-CEO, Page Vault.
Ben Sexton, Senior Vice President, Innovation and Strategy, JND Legal Administration.
Marcin Święty, Chief Security Officer, Relativity.
Alston Walker, Senior Discovery Consultant and Executive Client Services Liaison, HaystackID.
Freya Zhou, Co-Founder & COO, Fileread.
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:00):
(upbeat music)
(00:01):
- This is Ari Kaplan at Relativity Fest 2025.
- I'm Alex Abrington, I'm the CEO at Pidgevalt.
- Awesome Walker, Senior Discovery Consultant, Haysek ID.
- My name is Ben Sexton,
I'm the Senior Vice President of Innovation and Strategy
at J&B Discovery.
- My name's Blake Ferger,
I'm a Senior Consultant with CDS,
(00:22):
Complete Discovery Swords.
- Brett Schalmer's Director of Product Marketing,
Opus II.
- Hi, my name is Frank Perone,
I'm the CEO and co-founder of Raviyah.
- I'm Anne Sprejo, I am co-founder of RVAI.
- Marci Chrette,
security officer, Adra Alte.
- Mathik Kuofield, Senior Product Manager, and PAYA Lake.
- Matt Rosenthal, Senior Vice President of Sales, Simplify.
(00:44):
- Sean Gates, and I am the key marketing officer in AdD.
- How does public data collection align with eDiscovering today?
- What trends are you seeing in eDiscovering?
- What's different about Relativity Fest 2025
as compared to prior years?
- What questions are you getting about
using generative AI and eDiscovering?
(01:04):
What are the conversations
that Relativity Fest been like for you this year?
Why is Kis Strategy become so important in litigation?
What's your objective at Relativity Fest 2025?
How are companies and firms leveraging technology
to gain an advantage in litigation?
What are some security best practices
for deploying generative AI and eDiscovering?
(01:24):
- How can legal teams manage their communication channels
most effectively in eDiscovering?
How are you seeing companies successfully deploy AI
in eDiscovering?
How does it feel to be back at Relativity Fest?
- We sit in some of these sessions, right here
at Relativity Fest, and it's interesting,
obviously Relativity Collect is a big piece of what they do,
(01:47):
but it's all very focused on private data.
It's all, how do we get down?
Are clients, emails, how do we get down our clients?
New AI search terms and all that good stuff.
I think the piece of the puzzle to niche
that we specialize in is the public data side of things.
Data that's down there, publicly on the internet,
and it's for either side to go and take and find
and use as part of their case strategy.
(02:07):
And it's a little bit different, it falls outside,
but people think of as core eDiscovering, core eDrm.
What's super important for a particular practice area?
Like intellectual property, labor and employment,
like some litigation matters where
this public evidence is the story.
It's pretty much everything that is going to matter
in the case.
We're seeing increased interest and adoption
(02:28):
of these of Gen AI in document reviews.
People like these of case insight,
especially for finding timelines,
for finding relevant documents,
and for giving them a roadmap to the documents and the data,
especially when they have larger data sets.
The questions we're getting, the two most common
(02:48):
are around defensibility and adoption,
so as the court accepted it or other parties accepting it,
what do we have to disclose?
How do we validate and evaluate whether a prompt is working,
whether the technology was successful in doing the job?
In terms of the disclosure and defensibility,
we're relying on validations at the demonstrative
of the defensibility, so what we're doing is we're saying,
(03:10):
when Todd was approved, it wasn't an algorithm that was approved.
There was a protocol for running a job and then validating
that it worked.
We're just mapping that exact same protocol
onto different algorithms that's generative AI.
We feel like there already is precedent
and legal groundwork for its use in that TAR has been approved
and it's a form of TAR.
In terms of validation methodology,
(03:32):
you actually have new opportunities with standard of AI
that you didn't with a traditional TAR project
and that you can actually dialogue with the AI,
so you can tell it what you want,
you can see how that works, you can revise your protocol.
It's this very fluid human interaction
that you don't get from just a traditional machine
(03:53):
learning process, so you have that evaluation,
that prompt iteration, and then you have the traditional
back end validation that we're all used to with folks.
The conversations this year, they're incredibly error-sweep focused.
Generative AI is the new thing, it's a successful thing.
A lot of people were doubtful to begin with,
while we've seen it in practice.
(04:14):
Air for review, faster, cheaper, more accurate.
When you set up that kind of technology effectively
with TAR Brails to give you confidence in the product,
it's a winner, if the evidence is there.
Case strategy, without technology,
has been obviously very important to open in cases
and building a strong case narrative
so you can deliver for your clients.
(04:36):
But from a technology perspective,
we've really seen free areas, case management,
case preparation, and case strategy
taking hold litigation teams come together and collaborate,
and they're different personas, really.
So case strategy, as a technology
and a categories emerging because of the lawyers need
to have technology and especially AI that's focused
(04:56):
on helping them win cases and the workflows that surround that
and really make it the more.
To come back into the ecosystem, network with former colleagues,
meet new potential clients, and really this beginning
to spread the word about what we're doing at Ravia
and our new platform, Hive.
I found over a queue in 2013.
We had a great run.
(05:17):
We were fortunate enough to be acquired by Relativity in 2020.
Spent three years as a vice president product management
working for Chris Brown, learned a ton,
and just had a chance to come back into the ecosystem.
So we stepped out, we saw an opportunity in the marketplace
to develop the case software that we felt
was being underserved in the market
and now coming back really with the knowledge
(05:37):
on the e-discovery business and the things
that we used to do on archiving and the document
and systems bring it all together
and that's what we're trying to do.
And there's so many ways to use AI tools for law firms.
For example, you want to be able to find what truly matters
to this matter very fast.
So you can use us as a natural language question.
(05:59):
For example, hey, what's your relationship with these two people?
Did this person ever contract it herself or himself?
Empires statements?
Instead of 40 through thousands and millions of documents,
now with one natural language question,
AI will give you the results that you need.
On top of that, you provide bio-fireless
citation to the source document,
not only for you to trust, but also verify.
(06:20):
That's because people's imagination is a concern
most people, legal professionals care about.
So you can be more thorough in making sure
you catch all the things that close to catch,
as well as catch it faster than you would have otherwise
without AI tools.
You have to trust the system.
So you have to do your own job and you have all the verification
to trust the system and not only to see
(06:43):
how it behaves, what happens if you've got that, gets,
but also look at the things that you can do yourself
as you are building your own service,
your own volume creation chain.
The thing that you are looking for is to establish trust in the model,
a something trust in how it's being serviced and maintained,
and whether your data that you are interacting
and exchanging with the model is staying safe, secure,
in the right place at the world.
(07:04):
We work a lot within-house case managers,
e-discovered professionals and large organizations,
and they get so many different types of e-discovered requests.
Most of the time they're working with legacy archives
or just exporting out terabytes of data and descending it on,
and they're not doing anything smart with that request.
What we allow them to do is go into our platform,
search for the data, create a case,
(07:26):
and then start looking at it and using investigative tools
in our platform, to the early case assessment,
and they can quickly find, oh, okay,
I actually don't want to send this day around,
this is not the right data,
or they can add new participants in
and say this is actually will help with case-of-a-faster.
And so we're trying to pull that control
into the in-house council teams and the IT teams.
(07:47):
They know what they need to look for and what they want to do.
Essentially, they're going to be a funnel,
so there's not sending too much data downstream
to external council,
and we have a lot of AI classifiers that look for PIS,
PCI data, as well, so not quite trying to do a full e-discovered solution,
but we do a lot of what you need to do at the early stage of the EDRF.
Simplify just well down the Unify AI announcement,
(08:09):
which means we're unifying all of our services under the umbrella of AI.
It's all anything anyone can talk about right now.
And part of what we're doing is offering the market best of class.
Our idea is we're leaning into the announcement
with relativity this morning.
We're going to extend that offer to all our clients,
and we're excited to drive the adoption of AIR.
(08:31):
We're trying to unify that under one umbrella, under one provider,
and it's exciting for us.
We believe in AIR, we believe in what it has,
and we're really appreciating what Browell took
he's doing for the market right now.
It is wild.
I've been out of the industry for about five years at coming back.
It's like a big old family reunion.
It's a great seeing everybody.
The energy is also--
(08:53):
I feel like on one hand, I missed a lot.
AI is big.
I'm recession is shifted a bit,
but on the other hand, it feels like everything's the same,
same awesome people, same unity.
- I'll extend you. - Thank you, Arty.
- Awesome. Thank you. - Through it.
- Ben, thank you. - Thank you.
- Great, thank you. - Absolutely.
- Our pleasure. - Brett, thank you.
I'm sorry.
(09:13):
- Frank, thank you. - Awesome.
- Thanks, Arty.
- Fair, thank you.
- Yeah, first.
- Martin, thank you.
Thank you very much.
- Matthew, thank you.
- Thanks, thanks for having me.
- Not thank you.
- Yeah, thanks, fair.
- Sean, thank you.
You're welcome.
(upbeat music)
(bright music)
(upbeat music)
(00:01):
- This is Ari Kaplan at Relativity Fest 2025.
- I'm Alex Abrington, I'm the CEO at Pidgevalt.
- Awesome Walker, Senior Discovery Consultant, Haysek ID.
- My name is Ben Sexton,
I'm the Senior Vice President of Innovation and Strategy
at J&B Discovery.
- My name's Blake Ferger,
I'm a Senior Consultant with CDS,
(00:22):
Complete Discovery Swords.
- Brett Schalmer's Director of Product Marketing,
Opus II.
- Hi, my name is Frank Perone,
I'm the CEO and co-founder of Raviyah.
- I'm Anne Sprejo, I am co-founder of RVAI.
- Marci Chrette,
security officer, Adra Alte.
- Mathik Kuofield, Senior Product Manager, and PAYA Lake.
- Matt Rosenthal, Senior Vice President of Sales, Simplify.
(00:44):
- Sean Gates, and I am the key marketing officer in AdD.
- How does public data collection align with eDiscovering today?
- What trends are you seeing in eDiscovering?
- What's different about Relativity Fest 2025
as compared to prior years?
- What questions are you getting about
using generative AI and eDiscovering?
(01:04):
What are the conversations
that Relativity Fest been like for you this year?
Why is Kis Strategy become so important in litigation?
What's your objective at Relativity Fest 2025?
How are companies and firms leveraging technology
to gain an advantage in litigation?
What are some security best practices
for deploying generative AI and eDiscovering?
(01:24):
- How can legal teams manage their communication channels
most effectively in eDiscovering?
How are you seeing companies successfully deploy AI
in eDiscovering?
How does it feel to be back at Relativity Fest?
- We sit in some of these sessions, right here
at Relativity Fest, and it's interesting,
obviously Relativity Collect is a big piece of what they do,
(01:47):
but it's all very focused on private data.
It's all, how do we get down?
Are clients, emails, how do we get down our clients?
New AI search terms and all that good stuff.
I think the piece of the puzzle to niche
that we specialize in is the public data side of things.
Data that's down there, publicly on the internet,
and it's for either side to go and take and find
and use as part of their case strategy.
(02:07):
And it's a little bit different, it falls outside,
but people think of as core eDiscovering, core eDrm.
What's super important for a particular practice area?
Like intellectual property, labor and employment,
like some litigation matters where
this public evidence is the story.
It's pretty much everything that is going to matter
in the case.
We're seeing increased interest and adoption
(02:28):
of these of Gen AI in document reviews.
People like these of case insight,
especially for finding timelines,
for finding relevant documents,
and for giving them a roadmap to the documents and the data,
especially when they have larger data sets.
The questions we're getting, the two most common
(02:48):
are around defensibility and adoption,
so as the court accepted it or other parties accepting it,
what do we have to disclose?
How do we validate and evaluate whether a prompt is working,
whether the technology was successful in doing the job?
In terms of the disclosure and defensibility,
we're relying on validations at the demonstrative
of the defensibility, so what we're doing is we're saying,
(03:10):
when Todd was approved, it wasn't an algorithm that was approved.
There was a protocol for running a job and then validating
that it worked.
We're just mapping that exact same protocol
onto different algorithms that's generative AI.
We feel like there already is precedent
and legal groundwork for its use in that TAR has been approved
and it's a form of TAR.
In terms of validation methodology,
(03:32):
you actually have new opportunities with standard of AI
that you didn't with a traditional TAR project
and that you can actually dialogue with the AI,
so you can tell it what you want,
you can see how that works, you can revise your protocol.
It's this very fluid human interaction
that you don't get from just a traditional machine
(03:53):
learning process, so you have that evaluation,
that prompt iteration, and then you have the traditional
back end validation that we're all used to with folks.
The conversations this year, they're incredibly error-sweep focused.
Generative AI is the new thing, it's a successful thing.
A lot of people were doubtful to begin with,
while we've seen it in practice.
(04:14):
Air for review, faster, cheaper, more accurate.
When you set up that kind of technology effectively
with TAR Brails to give you confidence in the product,
it's a winner, if the evidence is there.
Case strategy, without technology,
has been obviously very important to open in cases
and building a strong case narrative
so you can deliver for your clients.
(04:36):
But from a technology perspective,
we've really seen free areas, case management,
case preparation, and case strategy
taking hold litigation teams come together and collaborate,
and they're different personas, really.
So case strategy, as a technology
and a categories emerging because of the lawyers need
to have technology and especially AI that's focused
(04:56):
on helping them win cases and the workflows that surround that
and really make it the more.
To come back into the ecosystem, network with former colleagues,
meet new potential clients, and really this beginning
to spread the word about what we're doing at Ravia
and our new platform, Hive.
I found over a queue in 2013.
We had a great run.
(05:17):
We were fortunate enough to be acquired by Relativity in 2020.
Spent three years as a vice president product management
working for Chris Brown, learned a ton,
and just had a chance to come back into the ecosystem.
So we stepped out, we saw an opportunity in the marketplace
to develop the case software that we felt
was being underserved in the market
and now coming back really with the knowledge
(05:37):
on the e-discovery business and the things
that we used to do on archiving and the document
and systems bring it all together
and that's what we're trying to do.
And there's so many ways to use AI tools for law firms.
For example, you want to be able to find what truly matters
to this matter very fast.
So you can use us as a natural language question.
(05:59):
For example, hey, what's your relationship with these two people?
Did this person ever contract it herself or himself?
Empires statements?
Instead of 40 through thousands and millions of documents,
now with one natural language question,
AI will give you the results that you need.
On top of that, you provide bio-fireless
citation to the source document,
not only for you to trust, but also verify.
(06:20):
That's because people's imagination is a concern
most people, legal professionals care about.
So you can be more thorough in making sure
you catch all the things that close to catch,
as well as catch it faster than you would have otherwise
without AI tools.
You have to trust the system.
So you have to do your own job and you have all the verification
to trust the system and not only to see
(06:43):
how it behaves, what happens if you've got that, gets,
but also look at the things that you can do yourself
as you are building your own service,
your own volume creation chain.
The thing that you are looking for is to establish trust in the model,
a something trust in how it's being serviced and maintained,
and whether your data that you are interacting
and exchanging with the model is staying safe, secure,
in the right place at the world.
(07:04):
We work a lot within-house case managers,
e-discovered professionals and large organizations,
and they get so many different types of e-discovered requests.
Most of the time they're working with legacy archives
or just exporting out terabytes of data and descending it on,
and they're not doing anything smart with that request.
What we allow them to do is go into our platform,
search for the data, create a case,
(07:26):
and then start looking at it and using investigative tools
in our platform, to the early case assessment,
and they can quickly find, oh, okay,
I actually don't want to send this day around,
this is not the right data,
or they can add new participants in
and say this is actually will help with case-of-a-faster.
And so we're trying to pull that control
into the in-house council teams and the IT teams.
(07:47):
They know what they need to look for and what they want to do.
Essentially, they're going to be a funnel,
so there's not sending too much data downstream
to external council,
and we have a lot of AI classifiers that look for PIS,
PCI data, as well, so not quite trying to do a full e-discovered solution,
but we do a lot of what you need to do at the early stage of the EDRF.
Simplify just well down the Unify AI announcement,
(08:09):
which means we're unifying all of our services under the umbrella of AI.
It's all anything anyone can talk about right now.
And part of what we're doing is offering the market best of class.
Our idea is we're leaning into the announcement
with relativity this morning.
We're going to extend that offer to all our clients,
and we're excited to drive the adoption of AIR.
(08:31):
We're trying to unify that under one umbrella, under one provider,
and it's exciting for us.
We believe in AIR, we believe in what it has,
and we're really appreciating what Browell took
he's doing for the market right now.
It is wild.
I've been out of the industry for about five years at coming back.
It's like a big old family reunion.
It's a great seeing everybody.
The energy is also--
(08:53):
I feel like on one hand, I missed a lot.
AI is big.
I'm recession is shifted a bit,
but on the other hand, it feels like everything's the same,
same awesome people, same unity.
- I'll extend you. - Thank you, Arty.
- Awesome. Thank you. - Through it.
- Ben, thank you. - Thank you.
- Great, thank you. - Absolutely.
- Our pleasure. - Brett, thank you.
I'm sorry.
(09:13):
- Frank, thank you. - Awesome.
- Thanks, Arty.
- Fair, thank you.
- Yeah, first.
- Martin, thank you.
Thank you very much.
- Matthew, thank you.
- Thanks, thanks for having me.
- Not thank you.
- Yeah, thanks, fair.
- Sean, thank you.
You're welcome.
(upbeat music)
(bright music)
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