HaystackID

Claims and litigation teams rarely lack data 📝. The problem is time ⌛.

By the time a linear review surfaces the key facts, teams have often already made early decisions about reserves, case strategy, and settlement with an incomplete picture.

➡️ Next month, join HaystackID® at the Galloway 2026 Claims & Litigation Conference in New Orleans, where claims, risk, and legal professionals will look at the issues shaping the field today, from and negotiation strategy to a live mock trial with juror deliberations.

🎤 HaystackID expert Esther Birnbaum and fellow panelists will share their insights during an expert presentation, “From Data to Strategy: Generative AI in Claims and Litigation.”
📆 Thursday, October 22, 2026, 9:00 am CT

Session attendees will learn:

✅ How GenAI is being used to transform claims and litigation data into actionable intelligence.
✅ Where human judgment and validation remain essential.
✅ What these capabilities mean for case assessment, discovery, witness preparation, settlement, and litigation strategy.

Early decisions in a matter are only as sound as the information behind them.

👋 HaystackID's experts will be on-site at the conference to discuss how Core Intelligence AI Case Insight™ and Case Elements identify the key documents, people, and events within complex case data, giving claims and litigation professionals a clearer picture to inform reserves, strategy, and settlement decisions from the outset.

🔗 Learn more: https://hubs.ly/Q04yffhY0

🤔 For the past few years, the legal industry has asked whether could handle document review.

That question has mostly been answered.

In a recent episode of the EDRM Illumination Zone podcast, HaystackID's Esther Birnbaum argued that the next question is more nuanced ➡️ if you were designing discovery today, what would you stop doing the old way?

💻 Most processes were built around limits that no longer hold, such as how much a team could realistically read and the assumption that data must move in a straight line from collection to review to production.

Adding a GenAI feature to one of those steps can make it faster, but the process keeps its original shape, and the gains stay incremental.

💬 "What we're really trying to do is reimagine a world where our discovery process is built in a world where GenAI exists, rather than just where you can insert a feature into a process that already exists," Birnbaum said.

The difference comes down to which question a team starts with.

🕓 Asking where can save time in the current process leads to small improvements within a fixed structure.

Asking what discovery would look like if it were designed today leads to tools that don't fit neatly into any single step of the traditional model, because they were never meant to.

✨ Case Insight™ and CaseBot™ show what this looks like in practice.

✅ Case Insight classifies every document against the rest of the collection before review begins, using categories drawn from the data itself.

In one matter, it found that 92% of nearly 277,000 documents were not relevant, cutting review time by 72% and cost by 60%.

✅ CaseBot then digs deeper. Rather than running a single search, it keeps searching, reading, and filling gaps, the way attorneys trace an email to a meeting to an overlooked custodian.

Every fact it returns links to its source document.

🎙️ Listen to the podcast and read the corresponding article to learn how rebuilding discovery around AI helps legal teams find the story sooner and spend more time strategizing.

🔗 https://hubs.ly/Q04yffJY0

✨ HaystackID® pro John Wilson joined fellow panelists onstage at the 2026 Exterro XChange Nashville to dig into how is impacting the industry.

Featuring 3️⃣ days of education, collaboration, and connection, Exterro brings together professionals across eDiscovery, digital forensics, data governance, privacy, and investigations.

The event centered on strategizing methods to effectively and defensibly manage data, investigations, and discovery ✅.

Our Global Advisory helps enterprises handle the intricate web of interconnected challenges when managing , , , , and compliance requirements.

💬 “Our goal is to ensure every organization is prepared for litigation, regulatory requests, and investigations with a comprehensive enterprise data management and protection strategy that satisfies their legal, privacy, compliance, security, records management, and risk obligations.” - Matthew Miller, Practice Chair, Senior Vice President of Information Governance and Data Privacy, HaystackID

➡️ Learn more: https://hubs.ly/Q04ygV1C0

✏️ The breach is no longer the whole story.

Regulators and plaintiffs are now zeroing in on something subtler: how personal data gets mishandled, misused, or exposed long before (or without) a breach ever occurring.

✨ That's the shifting terrain leaders are addressing head-on at this year's NetDiligence Cyber Risk Summit.

As threats escalate and regulations shift, the leaders responsible for managing that risk need more than case studies; they need direct access to the people handling these issues in real time.

Learn how privacy liability is changing at the NetDiligence Cyber Risk Summit in Philadelphia. This industry-leading event features three days of workshops and panel discussions from leading cyber experts on the trends and concerns shaping the industry right now.

📅 October 5–7, 2026

➡️ Expert Presentation: Non-Breach Privacy Claims: Mishandling or Exposure of Personal Data

Privacy liability increasingly arises from the misuse, collection, and handling of personal data—not just data breaches. HaystackID’s Michael Sarlo and fellow expert panelists will explore the evolving regulatory landscape, emerging claims trends, and the growing complexities of coverage, helping organizations and insurers better understand and manage expanding privacy risks.

📅 Wednesday, October 7, 2026, 9:00 AM EDT

Technical precision alone isn't enough when the outcome ends up in front of regulators or in court.

🔒 That's why ® pairs deep forensic expertise with legal defensibility at every step, so your team can reduce risk, respond effectively to breaches, and come out the other side more resilient than before.

HaystackID Cybersecurity Services deliver expert-led incident response, digital forensics, and compliance support built for that moment—helping organizations contain threats, investigate with confidence, and meet regulatory demands under pressure.

Stop by booth #2️⃣6️⃣ at the NetDiligence in Philadelphia to see how we can strengthen your strategy.

🖇️ Learn more about the event: https://hubs.ly/Q04ybkGW0

💬 "A migration is not just a data transfer—it's an operational transition where continuity and defensibility are non-negotiable." — Andy Parrish, COO, HaystackID®

This principle underpins HaystackID's approach to Relativity® Migration Services with Relativity aiR.

👉 Legacy eDiscovery estates carry real risk: rising costs, regulatory scrutiny on data lineage, and missed opportunities for AI-assisted review.

Certified in the Relativity aiR Data Migration Competency, HaystackID delivers end-to-end migrations from legacy Relativity Server and other review platforms—managing , planning, movement, and verification of evidentiary data and configurations from day one.

What that looks like in practice ✍️:

✅ A dedicated senior director of client services aligning legal, business, and technical tracks from kickoff through post-cutover.
✅ A data migration project consultant governing chain-of-custody controls—hashing, counts, targeted sampling, exception logging—so every movement is auditable.
✅ Calibrated cutover windows with documented rollback options per wave.
✅ Post-cutover health checks, user/role mapping, and targeted enablement for analytics and Relativity aiR.

The methodology behind it—six stages, start to finish:

1️⃣ Readiness and Scoping: inventory workspaces, custodians, data sources, and dependencies.
2️⃣ Pilot Migration: prove throughput and quality on representative matters.
3️⃣ Wave Planning: sequence matters to protect ongoing work.
4️⃣ Ex*****on and Validation: export/import with full QA and exception management.
5️⃣ Cutover: orchestrate calibrated transitions with continuity for active matters.
6️⃣ Post-Cutover Enablement: health checks, mapping, and analytics/aiR readiness.

Whether you're consolidating multiple Relativity Server instances, rationalizing patchwork review tools, navigating a post-merger integration, or maintaining pace in time-sensitive investigations, the approach is the same ➡️ protect evidentiary integrity while accelerating time to value.

✨ Learn more: https://hubs.ly/Q04y5xbg0

👉 Starting in a couple of hours: a straight talk about in document review.

During our webcast, HaystackID® experts will walk through what makes an AI review process defensible in front of a judge, a regulator, or opposing counsel.

🕚 TODAY, 11 AM CDT / 12 PM EDT

Here’s what’s on the agenda:

✅ Governance-first deployment, explained plainly.
✅ Closed vs. open AI systems, and why the difference matters more than you'd think.
✅ The specific points where a human still has to be the one making the call.

If you can’t attend live, we encourage you to still sign up. All registrants will receive a copy of the recording and transcript 📑.

🔗 Use this link to register: https://hubs.ly/Q04y5x8g0

🎉 HaystackID's offerings and experts have been named finalists for the 2026 Legal Geek Leaders in Tech Law Awards.

The Legal Geek Leaders in Tech Law Awards mark the next evolution of the European Legal Innovation & Tech Law Awards, building on a proud legacy of recognizing those at the forefront of legal transformation.

🤝 Now in partnership with Legal Geek, this celebration honors the firms, in-house teams, suppliers, and individuals redefining what's possible in legal services, set against the backdrop of the broader global legal tech community.

HaystackID® is shortlisted in both categories:

🏆 Product of the Year (AI): HaystackID VALID™, the gold-standard suite for identifying, authenticating, and defending digital media, including synthetic and AI-generated content.

🏆 Product of the Year (Non-AI): HaystackID COMET™, our Compliance Oversight for Mobile Electronic Transmissions solution built for regulated financial organizations managing off-channel communications requirements.

Plus, two individual honors:

🏆 John Wilson: Innovation Trailblazer
🏆 Esther Birnbaum: Women Leaders in Tech

These nominations reflect our entire team's dedication to pushing forward.

🌟 The awards will be presented the evening of October 14—the same day as Legal Geek Conference 2026— at Pan Pacific London, bringing together leaders from across the global legal technology community.

👉 Learn more about the 2026 Legal Geek Leaders in Tech Law Awards: https://hubs.ly/Q04xWzH90



Law.com International

📆 Next week, the legal intelligence community heads back to where RelFest started: Chicago.

HaystackID® will be on the ground for all three days.

pulls together the people actually building the future of legal data: practitioners across legal, compliance, privacy, security, and technology, all in one room, working through what's next in , , and investigative practice.

✏️ Here's what's on our team’s RelFest agenda.

➡️ Expert Presentation: From the Lab to the Courtroom: Using Generative AI to Accelerate Forensic Investigations
🕐 Wednesday, September 30, 1:00 PM CT

Forensic investigations are increasingly shaped by large volumes of endpoint data, mobile artifacts, cloud sources, communications, system logs, structured data, and multimedia evidence that must be analyzed quickly and defensibly.

Alongside fellow AI leaders, HaystackID’s Michael Sarlo will explore how can accelerate forensic workflows across the investigation lifecycle, from early lab-based triage and artifact analysis, to Relativity-based review and fact development, to courtroom-ready timelines, issue summaries, and expert support.

➡️ Expert Presentation: Build a Relativity Training Program That Scales: An RCT-Inspired Playbook for Customer Enablement
🕐 Wednesday, September 30, 2:15 PM CT

HaystackID’s Jeremy Veches and other industry leaders will share an RCT-inspired playbook for creating a scalable training program–one that turns expert knowledge into repeatable instruction.

🎉 Each year, the Relativity Innovation Awards cut through the hype to spotlight technology and people that are transforming daily legal work through their Best Innovation and Best Innovator categories.

The following offering and experts were selected as finalists across various categories:

✨ VALID™ Suite (Beyond)
✨ Gabe Landau, SVP of eDiscovery and Incident Response Solutions (Customer Experience)
✨ Erika Morgan, SVP of Client Engagement (Customer Experience)
✨ Anya Korolyov, EVP of Cyber and LDI Strategy (Legal Education)

As you connect with peers and explore the future of legal data at 2026 RelFest Chicago, HaystackID invites you to discover how our Relativity® Migration Services can help your organization transition with confidence.

👉 Learn more about the event: https://hubs.ly/Q04xWzJk0

🗺️ EDRM 2.0 gives the community a new shared map, and the reasoning behind the final design may matter just as much as the diagram itself.

Following a 30-day public comment period, EDRM grouped the feedback into eight sections.

According to the trustees, only one resulted in changes to the final model. The other seven received written responses explaining why the project team kept the proposed structure and terminology.

➡️ Those responses offer valuable insight into how more than 100 project participants balanced individual comments, technical realities, and decisions the broader group had already settled by vote.

Four shifts define the final model:

🔹 The Information Governance Reference Model now forms the foundation beneath the entire lifecycle.
🔹 Identification, Preservation, Collection, and Processing sit within a new Data Acquisition framework.
🔹 Disposition appears as a distinct phase for the first time.
🔹 Analysis extends continuously across the lifecycle instead of occupying a standalone box.

The final guidance also reinforces a critical point.

✨ EDRM remains a conceptual reference model—not a literal, linear workflow. Teams may perform steps in a different order, repeat them, or return to earlier phases as their understanding of the data evolves.

That distinction matters because the model’s language will influence more than industry conversations. It will eventually appear in training materials, RFPs, statements of work, service descriptions, retention policies, and defensibility discussions.

Here’s what this guidance means for different experts.

⚖️ teams should examine whether their workflows still describe identification, preservation, collection, and processing as strictly sequential steps.

🗃️ Records and teams should compare the new Disposition phase with their retention schedules and post-matter practices.

🔐 teams can use the model’s explicit recognition of defensible disposition to strengthen internal arguments for data minimization and reduce the risks created by unnecessary copies.

After two decades of practicing from one shared model, the goal is a common framework the profession can interpret consistently across matters, organizations, and meet-and-confers.

📖 Read the full coverage in Newsline by HaystackID®:

EDRM published its new map and the reasoning behind what it kept DRM 2.0 is final. EDRM grouped public comment into eight sections, and the trustees’ reasoning explains what changed and what they kept.