Todd Haley

With over 16 years of information technology and litigation support experience, Todd Haley brings a different perspective to the litigation support arena, applying the managed services, information governance and workflow protocols of the information technology arena to litigation support.  He specializes in complex electronic discovery, information governance and data technology, including matters throughout the EDRM model. As eTERA Consulting’s Vice President of Business Intelligence, he regularly consults clients on how to plan a defensible electronic discovery and data retention strategies. He is also an adjunct professor at Georgetown University in their Paralegal Studies Program.

Professional Experience

Previously, Todd was the Chief Technology Officer at a national litigation law firm specializing in products liability, toxic tort and insurance litigation.  He was the primary architect in the development of their information technology and litigation support strategies and departments.  As Chief Technology Officer, he consulted with clients and co-counsel on litigation hold strategies, record retention and regulatory technology issues, workflow process, employee compliance, document designation best practices and defensible approaches to overall litigation matters. He managed large document discovery projects, which included 70+ contract attorney teams plus multiple web-based document review systems, including Introspect, iConect, Cataphora, Catalyst and Ringtail, for large document discovery projects, including joint defense litigation, while providing tight integration with internal systems.  Todd also designed, developed and implemented one of the first-ever, in-house, web-based document review system using a proprietary integrated system of Interwoven, Concordance, IPRO, LiveNote, iConect and other litigation support web-based tools. 

Todd participated in the forensic recovery of data from both active and archive media, ensuring that a proper chain-of-custody and defensible methods of retrieval were used to obtain maximum results.

Electronic Discovery, Compliance & Audit

  • Re-engineered policies and procedures of a national firm by utilizing state-of-the-art case management technology, resulting in a significant increase of revenue through better management
  • Managed a large multi-million dollar electronic discovery process for a large, quasi-government financial corporation, showing a 20-30% savings over previous solutions
  • Provided oversight to a large records management and information governance project, related to personally identifiable information, and introduced new innovative solutions for better results
  • Advised a Fortune 100 energy company on new policies, procedures and practices to improve their electronic discovery practices by proactively assessing the individuals, processes and technologies currently involved in those areas and creating process-based enhancements that reduce overall costs, shortened lifecycle times and mitigate risks.

Project Management

  • Manages a multi-disciplinary team of information technology, records management, compliance/risk, ESI specialists, project managers, client consultants, production experts, handling multi-million dollar, complex litigation and information governance projects
  • Spearheaded a half-million dollar case-management project, including hardware configurations, software implementation, complete workflow restructuring, and full roll-out to harness the knowledge management of the firm and provide better handling of caseloads, even in multi-district litigation (MDL) cases.
  • Managed a multi-million dollar pharmaceutical discovery case, requiring large amounts of terabytes to be processed, which in turn had to be managed between multiple outside counsel.
  • Oversaw 20-30 simultaneous network integration projects, managing a multi-disciplinary team of 20 specialists from multiple offices during a three-month period with an absolute Y2K deadline.
  • Lead internal network integration projects of three major litigation firms, coordinating teams from external clients, service providers and internal stakeholders

Technology

  • Developed, implemented and tested multitudes of technology processes and procedures, related both to information technology, litigation, and overall business operations
  • Received certifications in multiple technologies, including but not limited to Clearwell, Catalyst, Microsoft Exchange, Microsoft Office, and Legal Files
  • Has extensive knowledge of complex, large-scale enterprise systems, including live and archive systems
  • Oversee ongoing software development projects, including customization to complex CRM systems and previous experience with large SQL and Oracle database systems
  • Led the expansion of a small company to a multi-million dollar corporation through the use of extensive, practical technology infrastructure and re-engineered process workflow

Professional Speaking/Writing

A frequent author and speaker on e-discovery,litigation support and information technology, Todd has written on diverse topics, such as the implementation of enterprise-class case management systems and the proper processes and protocols necessary to implement successful electronic discovery strategies. He has delivered speeches on electronic discovery and information technology at the DC Bar Association, the International Legal Technology Association, Estrin LegalED Seminars, Glasser LegalWorks conferences, various litigation support group forums and private conferences to lawyers and legal staff.  Todd has also educated lawyers and litigation support personnel in complex case management and litigation process management. He meets regularly with vendors and technology developers to help facilitate implementations and products that will meet the discovery requirements of his clients.

eTERA Consulting Internal Committees

  • Member: Executive Leadership Team
  • Member: Thought Leadership Committee
  • Member: Technology Research Committee

Education and Certification

  • Bachelor of Science, Psychology – Organizational and Human Behavior, Longwood University, Farmville, VA
  • Certifications in Clearwell, Catalyst, Microsoft and other technology certifications