2019 Agenda

The inFusion ’20 preliminary agenda and speakers will be published in early summer, please check out the 2019 speakers below


Certification Day

Monday, September 9

Exterro Certification Day

At inFusion ’19, we are offering an expanded lineup of certification day offerings. No matter what your interest or experience, you will find classes to benefit your e-discovery practice.

Basic Certification Sessions

We are providing introductory Certification classes for Legal Hold, E-Discovery Data Management (EDDM) and Project Management. These sessions will give newer users the ability to use the product for every day work, configure settings that will enable them to work more smoothly, and will give each attendee tips and tricks that they can take back to their workplaces and improve the process and help their coworkers.

Advanced Certification & Other New Classes

New in 2019! We are now offering advanced sessions on Legal Hold and EDDM. These sessions assume proficiency and will focus on best practices and maximizing the use and time-saving utilization of the tool.

For our IT users, we have a full-day class to talk about the essential components of Exterro setup. Dedicated to support the needs of the IT team, this class will cover configuration and troubleshooting from an IT perspective.

We are offering a new class on the Employee Change Monitor (ECM). Many of our customers are enjoying the time-saving features of ECM. This session will go deeper and show new ways to use system actions to save time and improve your efforts on many fronts. For those clients who want to learn more about the entire Exterro suite of products, we will be offering Exterro Discovery. This is a half-day session that will dive into the full suite’s capabilities and the benefits of an integrated platform.

Not sure what class is right for you? Please contact your client success manager. She can provide more information and guidance on the class(es) that will be most beneficial to you.

Time Session
7:30 am

Registration Opens

8:00 am - 9:00 am

Breakfast & Welcome to Certification Day

In the morning session, you will meet the Exterro team and learn how to configure your computer to join in the subsequent session. This will not be a hands-on session and breakfast will be provided.

9:15 am - 4:45 pm

Exterro Legal Hold 101

For active users of Exterro Legal Hold who have not yet been certified or who want to refresh their certification knowledge. Learn the basic elements of Exterro's Legal Hold software, including navigation of the interface, matters, matter teams, legal hold creation and issuance, default settings (notices, reminders), legal hold management and release of legal holds. Note: Both Legal Hold, Part I and Part II are required for certification.

Exterro E-Discovery Data Management (EDDM) 101

For active users of EDDM who have not yet been certified or who want to refresh their certification knowledge. Learn about Data Source Configuration from a Legal Perspective, Creating Early Case Assessments and Collections, working within the ESI vault, working with the review module, and producing documents. Note: Both the morning and afternoon sessions are required for certification. This session is offered from a legal perspective. Technical users may wish to participate in the Technical Track.

Exterro Project Management (EPM) 101

For active users of Exterro's Project Management module. This session will cover how to create workflow templates, requests, instructions, and checklists. Case studies of best practices around workflow creation and ideas for how to use Project Management to streamline internal processes will be presented. Note: Both the morning and afternoon sessions are required for certification.

Exterro Legal Hold 201

Designed for those who have already been certified in Legal Hold or who have been working in Legal Hold for 2 or more years but want more in depth knowledge. This session will cover custodian search and identification, best practices for managing the hold process, Dynamic Tags and Email Links, and Closing Holds. We will cover In-Place Preservation and Advanced Reporting.

Exterro E-Discovery Data Management (EDDM) 201

Certification Session

Designed for those who have already been certified in EDDM or have been working in EDDM for 2 or more years, but want more in depth knowledge and troubleshooting skills. This session will cover the ingest feature, best practices for collection, advanced searching, maximizing the benefit of ECA, determining when to use the review module or simply working within the ESI vault, and will present some of the AI features that are newly available within EDDM. Note: Both the morning and afternoon sessions are required for certification.

Tech Track

This session is designed for the IT team members and will cover configuration of Integrations, In-Place Preservation, Data Sources, Ingestions, Collections, Gateway Coordinators, Productions, and other parts of the Exterro System from an IT perspective. Note: Both the morning and afternoon sessions are required for certification.

9:15 am - 12:30 pm

Employee Change Monitor

For those individuals who would like more information about Employee Change Monitor and Reporting best practices. We will discuss use cases for ECM and attendees will create and test Monitors.

12:30 pm - 1:30 pm


1:30 pm - 4:45 pm

Exterro Discovery

This session is designed for those individuals who have already completed their desired certifications and are interested in learning more about the Exterro modules that they do not have. Presented from an informational perspective, we will discuss use cases and benefits of the Orchestrated E-Discovery Platform.

Opening Night Reception

6:00 pm - 9:00 pm Xport Bar & Lounge, 1355 SW 2nd Ave., Portland, OR 97201

inFusion ’19 will be kicked off at the opening night networking reception and heavy appetizers. This is a great opportunity to connect with Exterro employees, partner attendees, and other Exterro users. You are sure to see old friends and likely make a few new friends before the night is done!

Infusion 19 Experience Image Opening Night Reception

Conference Agenda

Tuesday, September 10

Conference Day 1

At inFusion, we will be bringing in e-discovery experts to discuss issues facing the industry today and Exterro product experts to share best practices on the entire Exterro platform, in addition to addressing the convergence of e-discovery and privacy.

We will have a mix of edTalks, a few panel sessions, and some 'interview' style sessions, plus a few surprises up our sleeves. The goal with all of our sessions at inFusion is to give attendees cutting edge, compelling presentations that will provide practical advice and takeaways to impact your day to day e-discovery practices. Presenters at inFusion will include legal, privacy, and e-discovery experts plus Exterro clients and partners sharing their best practices.

Time Session
7:30 am - 8:30 am

Registration & Breakfast

8:30 am - 10:00 am

Welcome Session: Convergence of Privacy & E-Discovery

Exterro believes we are all facing large-scale, structural change in how we interact with our data: how we secure it, use it, access it, and dispose of it. In this year's inFusion opening keynote session, Exterro's leadership will explain the trends we are seeing in the marketplace and how our product roadmap is evolving to better equip our customers to understand the data you control, define precisely where it exists inside your IT infrastructure, and secure, access, retrieve, and manage it in accordance with both regulations and business needs.

10:00 am - 10:30 am

An Interview from the E-Discovery & Data Privacy Trenches

Details TBA

10:30 am - 11:00 am

Morning Break

11:00 am - 12:00 pm

The State of E-Discovery

Take a comprehensive look back at the last year in e-discovery and learn best practices for managing e-discovery processes moving forward.

Attend this session and learn:

  • E-Discovery spend trends and how legal teams are trying to manage e-discovery spend
  • How legal departments are trying to be more efficient and improve their processes
  • How to maintain e-discovery defensibility in a converging legal world between litigation, compliance and regulatory areas of practice
12:00 pm - 1:00 pm


1:00 pm - 1:30 pm

Data Inventory: Harmonizing Data Governance Across Your Organization

A current, accurate data inventory is a critical component of efficient and defensible e-discovery and privacy processes.

In this session, industry experts will share:

  • Regulatory mandates requiring a new approach to maintaining your data inventory
  • Best practices to ensure a defensible and compliant process
  • Use cases for extending the use of your data inventory into other information governance efforts
1:40 pm - 2:40 pm

Leveraging Exterro E-Discovery Data Management to Optimize your E-Discovery Budget

Expanding data sources, ever-increasing data volumes, constant pressure to reduce costs and increase productivity are challenges for every e-discovery professional. In this session you will learn how to take advantage of new technologies and paradigms to address these challenges head on and get to the facts of the matter more quickly, inexpensively and defensibly.

2:40 pm - 3:00 pm

Afternoon Break

3:00 pm - 3:30 pm

Managing Organizational Change for E-Discovery Efficiency

Change is inevitable. Whether it's a merger/acquisition or internal project (ie aligning legal processes between subsidiaries), these types of organizational changes come with a variety of challenges but offer opportunities for tremendous benefits. In this session, learn from two legal leaders on how they have managed these types of organizational changes, the benefits they incurred and the effects the changes had on their e-discovery processes.

3:40 pm - 4:10 pm

More Than Protecting Against Spoliation: Using Exterro Employee Change Monitor to Solve Vexing Business Challenges

Exterro Employee Change Monitor grew out of the need to protect against spoliation when employees transferred or terminated. But the elegant simplicity of it's rules-based approach has resulted in clients using it in ways the original architects never envisioned. In this session we'll share numerous ways you can reduce organizational risk and leverage your investment.

4:20 pm - 5:00 pm

Bridging the E-Discovery Gap Between In-House & Law Firm Teams

Effectively executing litigation is not dependent on just in-house teams but also applies to law firms. Sometimes these two teams collaborate seamlessly, but often there are difficulties. These trouble spots may arise from organizational structures, lines of reporting, and competing priorities, but more likely, they come from a lack of understanding the others e-discovery challenges and processes.

Attend this session and learn:

  • How to streamline e-discovery processes between internal and external teams
  • How law firms can help ease the internal e-discovery burden their clients face
  • Where common miscommunication points occur and how to fix them

Client Recognition Dinner

6:00 pm - 8:30 pm Portland Art Museum, 1219 SW Park Ave, Portland, OR 97205

At the client recognition dinner, the Exterro Client Success and Executive teams will hand the annual Exterro Client Awards. Join us for a celebratory dinner as we recognize Exterro clients doing extraordinary things!

Infusion 19 Experience Image Art Museum

Wednesday, September 11

Conference Day 2

Time Session
8:00 am - 9:00 am


9:00 am - 10:00 am

Keynote - Automation and the Future of Work

Attendees will learn how powerful technology including artificial intelligence, Blockchain, sensors, robotics, and augmented reality will combine to remake every workplace. No industry or business will be immune. In this fast-moving talk, futurist Steve Brown will explore the next wave of digital technology, how it will reshape industries and the future of work, and the legal and privacy implications of the coming transformation.

  • Steve Brown, The Bald Futurist
10:00 am - 10:20 am

Morning Break

10:20 am - 10:40 am

Optimizing Your Data Subject Access Request Process

Effectively responding to Data Subject Access Requests (DSAR) as required by regulations like the GDPR or the CCPA can be challenging due to ever growing amounts and sources of data and the sheer volume of requests. This session will provide best practices for deploying a Subject Access Request solution and tailoring workflows to meet your compliance requirements.

10:50 am - 11:50 am

Judicial Advice for Improving Your E-Discovery Practices

With over 250 federal judges participating, nearly 25% of the federal judiciary, this year's federal judges survey sheds deeper insight on the bench's thoughts on e-discovery practices.

Attend this session and hear from three active federal judges on how they interpret these results, including:

  • Best practices for maintaining e-discovery defensibility without sacrificing efficiency
  • The most common areas where e-discovery mistakes are made
  • Why you should have higher expectations for outside counsel regarding e-discovery expertise
  • Judge Michelle Childs, US District Judge, District of South Carolina
  • Judge Kimberly Johnson, US Magistrate Judge, Eastern District of Texas
  • Hon. Ronald Hedges, Former US Magistrate Judge and Senior Counsel, Dentons US LLP
11:50 pm - 1:00 pm


1:00 pm - 2:00 pm

Office 365 & E-Discovery

Microsoft Office 365, organizations must evaluate whether those features are sufficient to meet their needs. This session will review the capabilities available in Office 365 and provide tools to help your organization determine if there are gaps that need to be filled and solutions and practices to ensure a robust and defensible process.

2:10 pm - 2:40 pm

Improve Operational Efficiencies Through Effective Project Management

While everyone understands that process orchestration and automation can improve operational maturity and effectiveness, many law departments are just starting to apply workflow to their efforts. This session will focus on the key tenets of legal project management. Exterro experts will provide insight on how to plan and manage legal projects including how technology can help.

2:40 pm - 3:00 pm

Afternoon Break

3:00 pm - 3:30 pm

Best Practices: Legal Hold

In this quick-fire session Exterro product experts will share best practices and lesser known ways to optimize your use of Exterro Legal Hold. We guarantee you'll walk away with at least one new idea!

3:40 pm - 4:40 pm

Data Minimization: The Holy Grail of Mitigating E-Discovery & Data Privacy Risks

Over-retention of data is a an E-Discovery and Privacy risk. By implementing a defensible data minimization strategies across your organization you can significantly reduce your costs and risks. Data you don't have can't be breached and you don't have to produce it during litigation or for data access requests. Through this session you will get a better understanding of how to best implement data minimization strategies that protect your company's data and your organization

Closing Dinner & Party

6:00 pm - 9:00 pm Portland Food Hall, 827 SW 2nd Ave, Portland, OR 97204

Join Exterro staff and inFusion attendees as we close out the conference with a celebratory dinner and party. This is a great opportunity to kick back after 3 days of learning and see a different side of Portland.

Infusion 19 Experience Image Portland Food Hall