Exterro

𝐓𝐡𝐞 𝐪𝐮𝐢𝐜𝐤𝐞𝐬𝐭 𝐰𝐚𝐲 𝐭𝐨 𝐠𝐞𝐭 𝐬𝐦𝐚𝐫𝐭𝐞𝐫?
Steal shamelessly from people who've already solved the problem.

That's what makes communities like CLOC (Corporate Legal Operations Consortium) so valuable.
A room full of practitioners swapping lessons learned, comparing notes, and helping each other avoid the same mistakes.

A few snapshots from the Arizona Kickoff Social.

𝐍𝐨𝐭 𝐞𝐯𝐞𝐫𝐲 𝐩𝐫𝐞𝐬𝐞𝐫𝐯𝐚𝐭𝐢𝐨𝐧 𝐭𝐫𝐢𝐠𝐠𝐞𝐫 𝐚𝐫𝐫𝐢𝐯𝐞𝐬 𝐢𝐧 𝐚𝐧 𝐞𝐧𝐯𝐞𝐥𝐨𝐩𝐞 𝐟𝐫𝐨𝐦 𝐨𝐩𝐩𝐨𝐬𝐢𝐧𝐠 𝐜𝐨𝐮𝐧𝐬𝐞𝐥.

Sometimes it shows up as an employee complaint.
Sometimes it's a whistleblower report.
Sometimes it's a conversation that suddenly sounds a lot more legal than it did yesterday.

Here's how leading legal teams decide when it's time to preserve: https://www.exterro.com/resources/navigating-ediscovery-triggers-and-strategic-disclosure

What if your next best idea isn't sitting in your inbox?
What if it's waiting in a conversation?

This September, we're bringing together the exact people who get what you do every day. To skip the high-level fluff, trade real workarounds, and figure out what’s actually working across eDiscovery, digital forensics, privacy, and governance.

Join us in Nashville for .
September 21-23, 2026

𝐓𝐡𝐞 𝐈𝐧𝐬𝐢𝐠𝐡𝐭 𝐑𝐞𝐯𝐨𝐥𝐮𝐭𝐢𝐨𝐧 𝐬𝐭𝐚𝐫𝐭𝐬 𝐡𝐞𝐫𝐞: https://www.bigmarker.com/series/xchange-global-conference-2026/landing_page

𝐈𝐟 𝐨𝐧𝐞 𝐩𝐞𝐫𝐬𝐨𝐧 𝐭𝐚𝐤𝐢𝐧𝐠 𝐏𝐓𝐎 𝐜𝐫𝐞𝐚𝐭𝐞𝐬 𝐮𝐧𝐜𝐞𝐫𝐭𝐚𝐢𝐧𝐭𝐲 𝐚𝐫𝐨𝐮𝐧𝐝 𝐡𝐨𝐰 𝐚 𝐬𝐮𝐛𝐩𝐨𝐞𝐧𝐚 𝐰𝐚𝐬 𝐡𝐚𝐧𝐝𝐥𝐞𝐝, 𝐭𝐡𝐞 𝐩𝐫𝐨𝐛𝐥𝐞𝐦 𝐢𝐬𝐧'𝐭 𝐭𝐡𝐞 𝐩𝐞𝐫𝐬𝐨𝐧.
It's the process.

Most subpoena response workflows were built to get the work done. Far fewer were built to prove how it got done.

We map out a better way to handle the workflow here: https://www.exterro.com/resources/manual-subpoena-response-fails-the-audit-readiness-test

𝐖𝐡𝐚𝐭 𝐝𝐨𝐞𝐬 𝐚 𝟗𝟎-𝐦𝐢𝐧𝐮𝐭𝐞 𝐬𝐮𝐛𝐩𝐨𝐞𝐧𝐚 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐞 𝐥𝐨𝐨𝐤 𝐥𝐢𝐤𝐞?
A lot of copying, pasting, and chasing people down for status updates. It’s mostly repetitive paperwork, and very little actual legal judgment.

Let’s cut that down to 5 minutes flat.

Bryant Bell and Angie Hoffman are breaking down how automating your intake and routing handles the tedious process steps for you: https://lnkd.in/dNB6qpf3

EDRM - Electronic Discovery Reference Model

𝐀 𝐭𝐲𝐩𝐢𝐜𝐚𝐥 𝐬𝐮𝐛𝐩𝐨𝐞𝐧𝐚 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰 𝐭𝐚𝐤𝐞𝐬 𝟗𝟎 𝐦𝐢𝐧𝐮𝐭𝐞𝐬 𝐨𝐟 𝐦𝐚𝐧𝐮𝐚𝐥 𝐞𝐟𝐟𝐨𝐫𝐭.

But if you look closely at that hour and a half, only about 5 minutes requires actual legal judgment. The other 85 minutes are spent on the chores around the work:
• Copying data between internal systems
• Routing requests to data owners
• Pinging stakeholders for status updates
• Manually updating lines in Excel

𝐄𝐱𝐭𝐞𝐫𝐫𝐨 𝐒𝐮𝐛𝐩𝐨𝐞𝐧𝐚 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 condenses that 90-minute administrative drag into a 5-minute autonomous workflow.

You keep total control over the decisions that matter. Automation handles the 85 minutes of busywork you hate.
See how to reclaim those 85 minutes: https://www.exterro.com/e-discovery-software/subpoena-manager

If your legal ops team is burning hours on unexpected subpoenas, the bottleneck always lives in the same three places:
𝐓𝐡𝐞 𝐑𝐞-𝐓𝐲𝐩𝐢𝐧𝐠 𝐓𝐚𝐱: Manually moving data from a scanned PDF into an Excel tracker.
𝐏𝐫𝐨𝐜𝐞𝐬𝐬 𝐅𝐚𝐭𝐢𝐠𝐮𝐞: Chasing internal custodians over email for status updates.
𝐓𝐡𝐞 𝐃𝐢𝐬𝐭𝐫𝐚𝐜𝐭𝐢𝐨𝐧 𝐂𝐨𝐬𝐭: Pulling senior people off strategic projects to handle basic data entry.

We’ve built an entire corporate rhythm around tolerating work that should be completely autonomous.

In his latest piece for Above the Law, Stephen Embry looks at Exterro's new Subpoena Manager and argues a simple point: 𝑆𝑡𝑜𝑝 𝑐ℎ𝑎𝑠𝑖𝑛𝑔 𝑏𝑜𝑎𝑟𝑑𝑟𝑜𝑜𝑚 𝐴𝐼 ℎ𝑦𝑝𝑒. 𝐹𝑖𝑥 𝑡ℎ𝑒 𝑚𝑢𝑛𝑑𝑎𝑛𝑒 𝑎𝑑𝑚𝑖𝑛𝑖𝑠𝑡𝑟𝑎𝑡𝑖𝑣𝑒 𝑙𝑜𝑜𝑝𝑠 𝑓𝑖𝑟𝑠𝑡.

John Vincenzo explains the math behind the shift here: https://abovethelaw.com/2026/05/exterros-subpoena-manager-start-with-a-pain-point-find-a-solution-rinse-and-repeat/?utm_campaign=Above%20the%20Law%20Daily&utm_medium=email&_hsenc=p2ANqtz-9166N5qG5G8-7yLYuR_v11vjcNHcbNQfqfCXJJaTLbrtjuA-Hgd1JGwxhY1nQFcSqVGQ5L2ocwb4uRG4A-UJbDiLmyKQ&_hsmi=418929642&utm_content=418929642&utm_source=hs_email