SYNOPSIS:

The legal workflow hasn't fundamentally changed. Matters still move from intake through resolution, decisions still need to be made about who does the work, and document review still takes place. What's changing is the toolkit available to tackle it, and the strategic choices teams face at every handoff along the way.

Join Thomson Reuters and Exterro for a candid panel discussion featuring practitioners from across the legal ecosystem as they unpack:

• The full arc of the legal lifecycle — how AI-driven capability is showing up at each stage of the workflow, from matter inception through resolution, and what that means for how teams plan and staff work
• The ownership question — what should stay in-house versus what belongs with outside counsel or a Legal Service Provider, and how that calculus is shifting
• End-to-end workflow triage — practical frameworks for deciding where new approaches add value and where human judgment still leads
• Legal Ops as strategic linchpin — why this function is becoming the connective tissue that makes workflow transformation actually work
• Efficiency, reimagined — teams are facing the same old challenges (document review volume, resource constraints, competing priorities) but need new playbooks to solve them
• The personal stake — how legal professionals can position themselves as strategic partners to the business, and add the greatest value, as the workflow evolves

This is a working conversation about how legal teams are rethinking process, ownership, and roles — with practical takeaways you can bring back to your own workflow on Monday morning.

Moderators:

Bree Murphy, Strategic Account Executive and Consultant at Exterro & Co-Founder of the eDiscovery Chicks Podcast

Bree Murphy is a senior e-discovery and legal operations professional with nearly 30 years of experience helping organizations manage complex litigation, investigations and regulatory matters. Ms. Murphy partners with corporate legal departments to strengthen e-discovery and information governance programs, improve legal hold processes and implement practical workflows that reduce risk while increasing operational efficiency.

Prior to joining Exterro as a Senior Consultant and Strategic Account Executive, Ms. Murphy held e-discovery leadership roles at a global insurance company and a leading legal services provider. Her experience also includes complex commercial litigation support at several prominent Houston law firms and conducting anti-money laundering investigations for one of the nation's largest international financial institutions. Her background across law firms, service providers and corporate legal departments enables her to deliver practical guidance throughout the litigation lifecycle.

Ms. Murphy is a Certified eDiscovery Specialist (CEDS) and an active leader within the legal technology community. She currently serves as President for the Houston Chapter of ACEDS, serves on the EDRM 2.0 Committee and is a faculty member at The Center for Advanced Legal Studies. A frequent speaker and educator, Ms. Murphy regularly presents at conferences and industry events on e-discovery, legal technology and information governance. She holds a Bachelor of Arts in Communications from Texas A&M University and was recognized as the 2025 recipient of the Gayle O'Connor Spirit Award.

David Yerich VP of Discovery Solutions - UnitedHealth Group

David Yerich is the VP Discovery Solutions for UnitedHealth Group, a fortune 10 company headquartered in Minnesota. David’s responsibilities include designing, updating, and implementing the processes, protocols and tools utilized by the Company related to electronic discovery for regulatory and legal matters.

Prior to joining UnitedHealth Group, David worked as the Electronic Discovery Consultant at a Minneapolis law firm. At the law firm, David and his teams worked with attorneys, paralegals, litigation support team members and clients on all aspects of eDiscovery, including the identification, preservation, collection of electronically stored information (ESI). David also provided oversight for the document review operations.

Before joining the law firm, David worked at a large agri-business for ten years implementing and supporting technology solutions. David’s later projects focused on document and electronic records management, including a roll-out of a world-wide document management tool for their legal department.

David is a graduate of the University of Minnesota and the Mitchell Hamline School of Law. David is licensed to practice in the state of Minnesota.

Kelsey Nicol Director, Director of Corporate Legal Product & Industry, Thomson Reuters

Kelsey is a Director, Product Specialist for Corporate Legal solutions at Thomson Reuters, where she partners closely with corporate legal professionals to evolve Thomson Reuters' offerings across spend management and professional-grade AI solutions. She specializes in helping legal departments harness the power of generative AI—including CoCounsel, Thomson Reuters' professional-grade AI assistant—alongside industry-leading spend and matter management tools to drive efficiency, control costs, and deliver measurable value.

Before joining Thomson Reuters in 2017, Kelsey spent eight years on Target Corporation's Legal Operations team, where she spearheaded initiatives including alternative fee arrangements, law firm diversity programs, and performance scorecards. This in-house experience gives her unique insight into the challenges legal operations professionals face daily. At Thomson Reuters, she has worked extensively with Legal Tracker, CoCounsel, Westlaw, Practical Law and HighQ clients, combining her practitioner perspective with product expertise to deliver solutions that address real-world legal team needs.

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