Capri Miller of Level Legal was recently interviewed on EDRM’s Illumination Zone by Mary Mack and Holley Robinson. Here are some highlights.

Capri got into eDiscovery at a tough time in our industry. After graduating from law school in 2008 amidst the “great legal bubble burst,” she discovered a proficiency for and interest in eDiscovery while working at LeClair Ryan and was hired into its eDiscovery practice. From there, she eventually transitioned to a service provider before her current role as a Customer Partner at Level Legal.

The Importance of a Holistic, Relationship-Driven Approach to Client Service

A central tenet of Miller’s philosophy is the importance of a holistic client partnership that transcends the scope of a single project, where she advocates for viewing clients “far beyond just the case in front of me,” aiming to understand the company as a whole. By working with clients repeatedly across different matters, her team can identify patterns and create efficiencies that may not be otherwise be visible.

Current Challenges and Solutions in eDiscovery

Capri identified two primary challenges that clients are currently facing in the eDiscovery landscape: market unpredictability and the rapid advancement of technology, particularly (of course) AI. In a business and litigation environment characterized by unpredictability and frequent surprises, clients are seeking stability and reliability from their partners. She also noted that Level Legal is actively testing various eDiscovery-focused AI tools from different providers to learn their true capabilities and, equally important, their limitations.

The Imperative of Integrating eDiscovery and Case Teams

Capri stated that integrating eDiscovery and document review professionals into the core case team from the outset is not just beneficial but “essential for the case and to get your best outcomes.” This “cross-pollination of information” produces superior results and mitigates risk, providing benefits such as avoiding critical pitfalls, driving case strategy, informing later discovery and providing comprehensive insight.

Practical Advice for Legal Professionals

The single most critical piece of advice for counsel that Capri stated is to “give yourself more time than you think you need by a lot.” For attorneys looking to transition into or out of eDiscovery, she also recommended to remain curious, stay informed, and engage technical professionals who build the tools and to the eDiscovery attorneys who manage complex litigation, using these conversations to build knowledge and relationships.

These are just some of the highlights of Mary’s and Holley’s interview with Capri Miller. To check out the full interview (which is less than 15 minutes), click here.

So, what do you think? Have you had any similar experiences as Capri Miller has had? Please share any comments you might have or if you’d like to know more about a particular topic.

Disclosure: Level Legal is an Educational Partner and sponsor of eDiscovery Today

Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by my employer, my partners or my clients. eDiscovery Today is made available solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Today should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.