Client Exclusive Webcast Series

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CLIENT EXCLUSIVE WEBCASTS
Exterro Customer Exclusive Workshop Training: Episode 5 - How to Leverage IPP for Defensible Data Preservation On-Demand Recording Available Preserving data is a crucial step in effectively responding to e-discovery, privacy, and compliance obligations. Exterro's In-Place Preservation (IPP) module makes it easy to understand where your data lives (both custodial and system data), and automatically preserves that data to save time and boost the defensibility of your e-discovery response. Join our Exterro trainers for a quick customer-exclusive virtual workshop as they break down the benefits of IPP, and show important configurations and settings in IPP for different data sources. Attendees can expect to learn: How to apply Auto Preservation in IPP How to configure Event Notifications to alert you to new data sources available for preservation How to set up Data Source Configuration Changes to manage specific changes in Exchange Watch Now Exterro Customer Exclusive Webcast: Say It. Do It. Prove It.Navigating the Compliance Trifecta in Age of AI On-Demand Recording Available In today's complex regulatory landscape, organizations face the challenge of achieving and maintaining compliance with ever-evolving privacy and data protection regulations. During this webcast, we will delve into the crucial aspects of the compliance trifecta - "Say, Do It, Prove It" - and how organizations can navigate them through the art of data discovery. "Say it," - How effective data discovery practices enable you to identify and classify sensitive data, ensuring that your privacy policies, procedures, and guidelines accurately reflect your compliance objectives. "Do It" - how data discovery enables you to effectively manage data access controls, encryption, automate building and enforcing data retention schedules, data subject rights, consent management, and other key compliance activities. "Prove It," How data discovery enables organizations to generate accurate reports, audit trails, and documentation that prove adherence to privacy regulations and you can confidently demonstrate compliance during audits, regulatory inspections, and legal proceedings. Throughout the webcast, our experienced speakers will share practical insights, real-life examples, and best practices for leveraging the art of data discovery to navigate the compliance trifecta. Whether you are a Counsel, privacy officer, compliance professional, or data management expert, this webcast will provide you with valuable strategies to optimize your compliance efforts, reduce risks, and ensure regulatory compliance. Watch Now Exterro Customer Exclusive Webcast: Man v. Machine: Exploring the Past, Present, and Future Relationship Between Legal and Tech On-demand recording available According to the newest ACC Legal Technology Report for In-House Legal Professionals technology is no longer just a nice-to-have. With growing amounts of data to review, and an evolving set of e-discovery, compliance, data privacy and cybersecurity requirements, legal staff must leverage technology to adequately protect and serve their organization. The survey results discussed in the report reveal that despite experiencing greater pain points with increased implementation of technology, legal teams are leveraging technology more frequently and efficiently to make human processes easier. Join us as we discuss the complex relationship between legal and technology to answer: Why legal technology is now a must-have for in-house teams What the top challenges are for legal teams as they implement more technology solutions How legal teams are looking to expand on their use of legal technology in the near future Watch Now Exterro Customer Exclusive Webcast: The Art of Consent - Navigating the Compliance Trifecta On-demand recording available Privacy regulations are constantly changing, and with recent fines and enforcements by regulators, it's more important than ever to stay compliant. That's why we're excited to present "The Art of Consent: Navigating the Compliance Trifecta." In this webinar, our experts will explore the Compliance Trifecta of consent and preference management - say it, do it, prove it. You'll learn how to effectively communicate your privacy policies, implement them in a way that's compliant, and demonstrate your compliance to regulators. We'll also delve into recent fines and enforcements by regulators and explore best practices for avoiding similar pitfalls. Whether you're a privacy professional, business leader, or just interested in staying ahead of the game, this webinar is for you. Topics Covered... Understanding the Compliance Trifecta of consent management Best practices for avoiding recent fines and enforcements by regulators Effective communication of privacy policies Implementing compliant privacy policies Demonstrating compliance to regulators Interactive Q&A session with privacy experts Watch Now Exterro Customer Exclusive Workshop Training: Episode 4 - Leveraging AI Driven Smart Labeling in Exterro Review On-demand recording available Exterro Smart Labeling helps reviewers save time and reduce costs by suggesting and labeling the most relevant unreviewed documents in a review set. This feature leverages the latest innovations in deep learning technology by constantly analyzing and understanding the context of documents to guide reviewers in their labeling decisions Become more efficient with Exterro Smart Labeling by joining trainers Karl and James to learn... What exactly is it? How do I turn it on? When do I start recognizing my own coding? Watch Now or Download Webcast Slides Exterro Customer Exclusive Webcast: Spring 2023 Quarterly Release Highlights On-demand recording available Watch this on-demand recording as Gretchen Wagner, Director of Professional Services, Justin Tolman, Forensics Evangelist, and Jennifer Courchaine, Vice President, Customer Success and Global Support, discuss: New features across your Exterro E-Discovery, Privacy, and Forensics solutions Upcoming customer exclusive events / webinars Exterro XChange Conference Watch Now or Download Webcast Slides Exterro Customer Exclusive Webcast: FTK Portable Case for offline review On-demand recording available One of the best features in FTK is the ability to package up your case data and send it to another reviewer with 'FTK Portable Case'. No need to spend time generating reports that can only be viewed in limited formats. Portable Case creates an offline version of your FTK case file with a quick export, and any labels and bookmarks created by the reviewers are synced back to the original case. This feature is a must-have if you need to share your FTK case with other detectives, analysts, attorneys or outside reviewers. View this on-demand recording if you'd like to begin using the FTK Portable Case feature in your workflow! Watch Now Exterro Customer Workshop Training - Episode 2: Boosting your Legal Hold compliance with the Exterro Compliance Portal On-demand recording available In the second episode of the Exterro Client Workshop Series, James and Karl will show you how to leverage the compliance portal in a more effective way that best fits your goals and workflows. The Exterro Compliance Portal enables custodians and managers to easily and quickly fulfill their legal hold requirements. Watch this Exterro Client Workshop Episode 2 as Karl and James discuss: Best tips and tricks for using the Exterro Compliance Portal Accessing and navigating the Exterro Compliance Portal Acknowledging the hold, completing the questionnaire, asking questions, making recommendations Monitoring the Exterro Compliance Portal Watch Now Customer Exclusive Webcast: Redfin Shares Advice on Maximizing Value from Exterro Review On-demand recording available Watch this client exclusive webcast as special guests Angie Nolet, Corporate Counsel and Dakota Bloch, Legal Operations, from Redfin as they share their experience implementing and utilizing Exterro Review to optimize their e-discovery process. They were joined by Don McLaughlin, SVP, Review Solutions, Exterro and Christi McGowan, Director of Legal Operations, Exterro in their discussion of the following topics: Significantly reducing cost with outside counsel and 3rd party service providers Optimizing the e-discovery process with all internal and external stakeholders Practical advice for leveraging the power of Exterro Review to minimize spend and drive productivity gains Watch Now or Download the Webcast Slides Customer Exclusive Webcast: Working with Mobile Data in FTK On-demand recording available Once you've acquired mobile data from a cell phone, tablet or other mobile device using a third-party imaging tool (remember, FTK can't image a mobile device), you can load the unprocessed native mobile extractions directly into FTK. In this webcast, Justin will show you everything you can do with that mobile data in FTK, including: Super-fast FTK processing options FTK's mobile parsing capabilities How to view mobile data in the UI Which mobile chat applications are supported BONUS: How to create a Portable Case file so outside reviewers can assist in the mobile data analysis, too! Watch Now Exterro Customer Exclusive Webinar: 2023 Exterro Platform Roadmap + Winter Quarterly Highlights On-demand recording available Join Gretchen Wagner, Director of Client Implementation and Bill Piwonka, Chief Marketing Officer to learn about: New features across your Exterro E-Discovery and Privacy solutions Upcoming client exclusive events The 2023 Exterro platform roadmap Watch Now Customer Exclusive Workshop: Optimizing Your FTK Install On-demand recording available Join Justin Tolman for a client exclusive workshop on how to optimize your FTK install. Watch Now
Customer Exclusive Webinar: Winter 2022 Software Release Highlights: Privacy, E-Discovery, and Forensics On-demand recording available Join Exterro's Gretchen Wagner and Justin Tolman, for this webcast to learn about the new features and release notes on the Exterro E-Discovery, Privacy, and forensics software. Watch Now
Customer Exclusive Webinar: 5 Important Considerations When Using Office 365 for E-Discovery On-demand recording available Join Consilio's Jennifer Knox and Liz Erickson and Exterro's Nancy Patton to learn about: How legal professionals are incorporating Office 365 in their e-discovery process Best practices and practical considerations when using Office 365 for e-discovery How Exterro Office 365 Explorer can help you detect custodian data sources, highlight communication patterns, and collect identified data Watch Now!
Customer Exclusive Webinar: Vendor Risk Tips & Tricks + Exterro Support Portal On-demand recording available Join Exterro's Director of Professional Services, Maggie Ledbetter, Exterro's Director of Client Success, Emily Trumbo, and Exterro's Client Success Manager, Angie Hoffman, to learn about: Exterro’s New Support Portal: We've been working hard to launch our new and improved support portal. Learn how to submit tickets directly to your Technical Support Team! Vendor Risk Assessment tips and tricks: The proliferation of data breaches and cybersecurity incidents over the past year requires even more vigilance. Make use of these tips to help mitigate risk for your organization Watch Now!
Exterro Legal Hold: Best Practices and How to Streamline On-demand recording available Speakers: Chris Zohlen, Managing Director, FTI and Joe Mulenex, Associate Vice President Solution Consulting, Exterro A strong legal hold framework forms the foundation for a defensible e-discovery process. Unfortunately, the legal hold process is widely considered the most difficult and frustrating e-discovery phase to manage. Designed for experienced practitioners who are actively involved in creating and managing the legal holds, this webinar will detail advanced capabilities and features by leveraging Exterro's e-discovery software with help from FTI Consulting’s expert team. Watch Now!
The New Exterro Compliance Portal On-demand recording available We have been hard at work listening to your feedback and redesigning the Exterro Compliance Portal! We invite you to watch this overview video, presented by Exterro Senior Solutions Consultant, Jean Donaldson. Watch Now
Client Exclusive Webinar: The New Version of Exterro Review Highlights. On-demand recording available Join Exterro's Senior Solutions Consultant, Nancy Patton, for this webcast to learn Join us to learn about: the totally revamped and intuitive Exterro Review user experience, cutting edge AI features and enhanced process orchestration and automation, and how Exterro Review can help you significantly reduce the time and cost of review. Watch Now
Customer Exclusive Event: FTK Executive Briefing On-demand recording available Join Exterro's Chief Customer Officer, Alice Lawrence, and FTK Director of Product Management, Harsh Behl, for a client exclusive FTK Executive Briefing on April 14th. Alice will talk about the future of FTK, including exciting new product updates slated for the coming months and a presentation on the roadmap for FTK. Join the webcast to learn about: The upcoming release of FTK Central How AI will be infused into FTK Smart Investigator Watch Now What's So Cool About Data Inventory and File Analysis On-Demand The Data Inventory is the foundation for any compliance and information governance initiative. In enables you to get the full picture of your data holdings through both business interviews and scanning to provide you better visibility. With scanning technology, you can now integrate your data sources and to better understand data types, volumes, and access. Speakers Russ Cottle, VP of Account Management at Exterro Kris Klinkerman, Senior Solutions Consultant at Exterro Watch Now Incident and Breach Management - Working together with IT, Compliance, Legal when a breach occurs On-Demand Exterro Incident and Breach Management™ is an integrated solution that enables you to be confident that your incident and breach response process is both documented and defensible. Bridge the gap between your teams to ensure a comprehensive and documented response process. Easily create a complete response that incorporates differing local or global requirements. Speakers Marty Provin, Vice President, Privacy at Exterro Joe Sartors Director of Product Management at Exterro Watch Now DSAR and Portal Development On-Demand This webcast will demonstrate the Exterro Data Subject Access Request technology from both the requestor and client perspective. First we will walk through how easily a requestor can submit a request, monitor the request progress and retrieve confirmation their request is complete. Then we will examine the administrative aspects of the tool, from setting up consumer portals, crafting workflows and ultimately responding to consumer requests effective and efficiently. Speakers Kris Klinkerman, Senior Solutions Consultant at Exterro Will Walker, Senior Project Manager at Exterro Watch Now Getting More Out of Smart ECA, Labeling, and Review On-Demand Exterro experts will lead a session to introduce Exterro client's to the AI-driven Smart ECA and Smart Label modules that help users obtain deep insights into their data and efficiently analyze and review large data sets quickly and accurately. Speakers Jean Donaldson, Senior Solutions Consultant at Exterro Nishad Shevde, Managing Director - Client Operations at Exterro Watch Now Leveraging the Power of Employee Change Monitor On-Demand In this webcast, Exterro will showcase how clients can leverage the power of Employee Change Monitor to drive creation of projects to guide and track key business processes. Speakers Nancy Patton, Senior Solutions Consultant at Exterro Gretchen Wagner, Director of Client Implementation at Exterro Watch Now Are You CCPA Ready? On-Demand In this webcast, learn three essentials for regulatory compliance through Retention, Data Inventory and Subject Request management. Speakers Robert Fowler, Director of Strategic Partnerships at Exterro Maggie Ledbetter, Director of Client Success at Exterro Watch Now Customer Exclusive Webinar: Interview from the E-Discovery & Data Privacy Trenches On-Demand In this webcast, which replays an inFusion19 educational session, Rebecca Perry (Director of Strategic Partnerships at Exterro) conducted a conversation with senior level professionals about their views around converging legal interests within the privacy and e-discovery fields. Speakers Jeff Rabkin, Partner at Jones Day Chris Zoladz, Founder at Navigate Watch Now Customer Exclusive Webinar: Reporting in the Exterro Platform On-Demand Are you using the reporting module in Exterro? Have you customized reports to suit your specific needs? Watch this client exclusive webcast and learn about Exterro's extensive reporting capabilities. Watch and learn: Reporting basics, including pre-existing reports Modifying, saving, and filtering reports Advanced tips and tricks to get the most out of Exterro's reporting capabilities. Watch Now
Customer Exclusive Webinar: How to Get the Most Out of Employee Change Monitor On-Demand Employee Change Monitor (ECM) helps you by automating actions when employees leave your organization, change positions, or otherwise changes their Human Resources status. In this client exclusive webcast, we'll review the fundamentals of ECM then dive deeper into both new and more advanced monitors, use cases, and features. Register today to get: An overview of the basics of ECM: setting up monitors and workflows New business scenarios and use cases to leverage ECM's powerful integration with HR systems A review of recent features and monitors added to ECM Watch Now
E-Discovery Data Management Search Training On-Demand In this Exterro client exclusive webinar, Managing Director of Client Operations Nishad Shevde will review both basic and more advanced search techniques in Exterro E-Discovery Data Management. By attending the webinar, you will learn to: Use search and analytics techniques to refine large document populations to uncover responsive data sets, key communications and other critical information Prepare data effectively for review and eventual production Increase value of your investment in EDDM by using search/analytics to reduce review populations Watch Now!
Working Effectively With Exterro Support On-Demand In this on-demand webinar, learn the basics of working effectively with Exterro's expanded client support team, including using Exterro's support portal; SOC2 compliance requirements; and submitting feature requests through the all-new Ideas Portal. Watch Now!
Complex Search Query Workshop within Exterro EDDM On-Demand Join us for this client exclusive webcast to hear Exterro software experts demonstrate strategies for advanced methods for complex searches in Exterro's Data Management Tool. Watch Now!
Upgrade with Ease: An Overview of Switching to Exterro 5.0 On-Demand Bill Piwonka, Exterro Chief Marketing Officer, Nancy Patton, Exterro Solution Consultant, and David Hartmann, Director of Client Success go through the benefits and ease of upgrading to Exterro 5.0. Watch Now
Exterro Project Management 5.0: A Deeper Dive On-Demand This webcast features Bill Piwonka and Nancy Patton discussing what sets the latest version of Exterro Project Management apart of earlier iterations. Then, Nancy takes you in for a deeper look at the tool and some of its unique features. Watch Now
E-Discovery Without Limits: A Deeper Dive into Exterro 5.0 On-Demand This webcast features Mark Wilcox and Joe Mulenex discussing the latest version of Exterro's Software Suite, and then going into the tool itself to look at some of the interesting new features. (We had some audio difficulties in the beginning, so the webcast starts around the 2 minute mark. Thanks!) Watch Here
Surgical Strike: Narrowing the Search and Avoiding Overcollection using EDDM On-Demand A targeted collection strategy incorporates principles of proportionality and leverages advanced technologies to reduce ESI volumes at multiple opportunities, rather than the traditional, imprecise approach of collecting widely, culling roughly, and sending the rest to review. This is all well and good, but it’s one thing to know that you should do something, and it’s another to know how to do it, using the tools at your disposal. This webcast features Exterro experts Geoff Gaydos and Nancy Patton for a closer look at how to do this. Watch Here
Exterro Legal Hold: Tips & Tricks On-Demand Led by Exterro Solution Consultants Joe Mulenex and Nancy Patton, the webcast covers shortcuts and other useful tips and tricks for getting the most out of your Exterro Legal Hold application. Watch Here
First Look: Exterro File Analysis On-Demand An introduction to Exterro new information governance application, Exterro File Analysis. Exterro's Nishad Shevde and Joe Mulenex explain the main business and legal problems Exterro File Analysis is designed to solve and provide a demonstration of key capabilities. Watch Here
Exterro User Panel: Lessons from the Trenches On-Demand Exterro clients from Hanover Insurance and Lockheed Martin share the lessons they’ve learned and the e-discovery process improvements they’ve made through their implementation and use of their Exterro software. The content will be relevant regardless of whether you are just starting your implementation project or are a long time user. Watch Here
Effectively Working with Exterro Support On-Demand This webcast provides valuable tips for getting the most out of Exterro support, including how to troubleshoot issues, use the Exterro support portal and work with the Exterro team to get issues resolved quickly and efficiently. Watch Here

Upcoming Exclusive Webcasts

Customer Exclusive Newsletter

This 40 minute video helps familiarize Zapproved users with the look and feel of Exterro's Legal GRC platform. Viewers will be shown how to complete common e-discovery workflows while leveraging the benefits and increased functionality of Exterro tools.

Zapproved customers: Are you curious about Exterro's tools?