CAT CASEY

Reveal

As the Chief Growth Officer for the leading AI powered legal technology company, I am a zealous advocate for AI adoption focused on sharing the story and powerful impact of the Reveal Ecosystem with the legal industry.  I serve as a global thought leader on the future of the practice of law and how technology can help lawyers and legal professionals bring the practice of law into the 21st century.  

In this role, I drive continual improvement and innovation at Reveal as the company persists in disrupting and improving the practice of law in eDiscovery and far beyond. Combining a decade and a half of experience running global discovery programs for AmLaw 200 firms, the Big Four and at  service providers on the left and the right of the EDRM, I optimize and streamline clients' ediscovery programs.  Lead industry conversations about how legal professionals can embrace technology to reduce time to insight, cost and complexity in all aspects of the ediscovery lifecycle.   Shepherd clients seeking to optimize and amplify human decision making through application of advanced analytics powered by cutting edge legal AI capabilities

Chief Growth Officer

New York State Bar Association

A New York State Bar Association task force will address the benefits and potential dangers surrounding artificial intelligence and make regulatory recommendations for this powerful and fast-developing technology.
The task force was formed both to address AI’s potential to streamline how daily business is conducted and in response to high-profile cases of professionals in many fields – including law – who have relied on generative AI such as ChatGPT to produce research that later turned out to be fabricated.

Task Force Member

Law Rocks!

Board member a charity that  promotes music education for underprivileged youth and raise funds for local nonprofit organizations by combining the power of music and the generosity of the global legal community. 

We accomplish our mission through epic battle of the band fundraising concerts in cities across the globe that star legal professionals-turned-rockstars.

Board Member

DISCO

Ediscovery evangelist and thought leader at DISCO, the leading Cloud based Legal Technology company, reshaping the practice of law.

Chief Innovation Officer

Gibson, Dunn & Crutcher LLP

I lead the Global eDiscovery and Practice Technology team for Gibson Dunn specializing in eDiscovery, data analytics, cyber security and information governance. I have over a decade of experience assisting clients with the complex eDiscovery and forensic needs that arise from litigation, expansive regulation and complex contractual relationships.

Gibson, Dunn & Crutcher's eDiscovery and Practice Technology team is comprised of some of the world's most knowledgeable and experienced practitioners in the areas of electronic discovery and information governance.

I strive to help corporations and law firms facing complex multinational disputes and investigations leverage technology to effectively manage and gain insight from data.  I have a decade of experience assisting clients with the complex eDiscovery and forensic needs that arise from significant litigation, expansive regulation enforcement and complex contractual relationships. Data analytics applied to large scale structured and unstructured data is my specialization and I am experienced with: 

	Front-End Analytics 
	Computer Assisted Review
	Data Visualization
	Social Network Analysis 
	Litigation preparedness
	Attorney Document Review Accelerations
	Voice, text and IM parsing
	International Data Privacy Guidance
	Machine Learning, AI
	Cybersecurity

Gibson, Dunn & Crutcher's eDiscovery and Practice Technology team advises clients in developing pre-litigation policies and procedures and in implementing effective technologies to manage and dispose of data defensibly and consistently with emerging best practices.

Global Director, eDiscovery and Practice Technology

A leader in PwC’s Forensic Technology practice specializing in eDiscovery, data analytics and information governance. I have over a decade of experience assisting clients with the complex eDiscovery and forensic needs that arise from litigation, expansive regulation and complex contractual relationships.

My experience includes managing the discovery process for HSR second requests, international mortgage-backed security cases, Foreign Corrupt Practice Act investigations involving complicated information privacy concerns, and a variety of large scale litigation and government investigations internationally.

Director, Computer Forensics & eDiscovery

KPMG US

I served as a Solutions Relationship Director in KPMG's Forensic practice with a specialization in eDiscovery. I also co-founded and helped to lead the Global Antitrust & Competition Practice for KPMG Forensics, developing a suite of solutions tailored to the antitrust space. The primary objective was to establish a holistic approach to deals from pre-screen valuation & preliminary due diligence, through regulatory scrutiny, deal consummation and integration to post deal monitoring. 

I have provided antitrust eDiscovery support to clients in diverse industries including aerospace, beer, computer hardware and software, medical devices, pharmaceuticals, retail, telecommunication, and waste management.

E-Discovery Solution Relationship Director, Co-founder Global Antitrust & Competition Practice

Advanced Discovery

Responsible for the development and management of the Document Review Division for the East Coast Region.  Focus on development of clients base, hiring and development of key personnel to support review division growth and maintaining profitability during rapid national expansion for review capabilities. Working to scale the operations from a leader in the eDiscovery space to a leader in the end-to-end Managed Review Space, with a single provider solution.  Actively serve as national subject matter expert on emerging technology, eDiscovery trends and Managed Review.

Vice President of Managed Review | Co-Chair Prism Rapid Response Team

Hudson Legal

Member of the Senior Leadership Team at Hudson Legal with responsibility restructuring the Hudson Legal's sales force, driving and determining strategic branding, managing and leveraging channel sales relationships, streamlining sales operations and serving as a subject matter expert in the eDiscovery space. Responsible for leveraging the global footprint to support our client's international end-to-end eDiscovery needs. Also serve as an expert on UK, EU and other international data privacy regulations frequently speaking and writing on both topics.

Global Director, Strategic Planning & Channel Sales

First Advantage Litigation Consulting

I consult with law firms and corporations on the processes and procedures involved with dovetailing Attorney Document Review with eDiscovery processing, early case assessment and litigation preparedness. My focus is on providing cost saving options via a single source solution that includes onshore, offshore and major metropolitan area review options

Director of Managed Services, Mid Atlantic, Southeast, South  & West Coast

TRANSFORMING THE PRACTICE OF LAW WITH AI

#ALLINONAI

I am the Chief Growth Officer (CGO) for Reveal, the leader in AI powered legal technology.  A global thought leader on the application of AI and advanced technology to the practice of law.  I have extensive experience assisting clients with the complex eDiscovery and forensic needs that arise from litigation, expansive regulation and complex contractual relationships and use this to inform the innovative path forward for Reveal.  
 
EDISCOVERY EXPERTISE
_____________________________________

	Machine Learning & Legal AI
	Active Learning
	Data Visualization
	Social Network Analysis 
	Advanced Discovery Workflows
	Accelerated Document Review Protocols
	Voice, text and IM parsing
	GDPR/CCPA Global data privacy Consulting

Recognized as a thought leader in the eDiscovery and data analytic space, I have managed and consulted on 100's of matters. Extensive experience using technology and data analytics to accelerate eDiscovery process and create cost savings.

PRIOR EXPERIENCE
__________________

Prior to Reveal, I served as the  Global Director of Gibson Dunn's eDiscovery and Practice Technology group, specializing in eDiscovery, data analytics and information governance and cybersecurity.  Before joining Gibson Dunn, I ran the New York Computer Forensics and eDiscovery practice at PwC, built out the antitrust forensic technology practice and served as the national subject matter expert on eDiscovery for KPMG.

I am a Harvard Graduate and Pepperdine School of Law Alum, with a passion for travel, writing, painting and existential philosophy.  

Please join my group, eDiscovery What's Next to stay on top on industry trends: https://www.linkedin.com/groups/8476738

Malbek

• Lead and manage the legal function.
• Serve as a strategic advisor to the CEO and COO with respect to all legal matters.
• Regularly contribute to Malbek’s product development efforts. 
• Provide structured and ad hoc legal support as needed across the enterprise.
• Recommend, design, and implement new processes and procedures to improve and better align  processes with strategic business and product development objectives.
• Regularly contribute to Malbek’s content marketing efforts by authoring long-form thought leadership pieces and participating in webinars and podcasts.
• Work cross-functionally with product marketing, content producers, designers, and sales leaders on lead demand generation strategy and marketing campaign development efforts.
• Lead and/or moderate webinars, podcast episodes, and in-person events with prospects, customers, partners, and other members of the legal and legal technology communities.

General Counsel

•	Lead the legal function with a focus on data privacy, contracting, and intellectual property. 
•	Serve as a strategic advisor to the CEO and COO with respect to all legal matters.
•	Provide ad hoc legal support as needed across the enterprise.
•	Recommend, design, and implement new processes and procedures to improve and better align contract templates and processes with strategic business and product development objectives.
•	Regularly contribute to Malbek’s content marketing efforts by authoring long-form thought leadership pieces and participating in webinars and podcasts.
•	Regularly contribute to and provide advice regarding ongoing product development initiatives.
•	Work cross-functionally with product marketing, content producers, designers, and sales leaders on lead demand generation strategy and marketing campaign development efforts.
•	Lead and/or moderate webinars, podcast episodes, and in-person events with prospects, customers, partners, and other members of the legal and technology communities.

Director of Legal and Evangelist

Albany Law School

I teach "Technology and Law Practice Management" - a course designed to be an introduction to the evolving world of legal technology and its transformative impact on modern legal practice. The course explores how technology is reshaping the legal profession. The course incorporates hands-on experience with tools alongside strategies for how to best use the tools that students in the class are asked to experiment with.

Adjunct Professor of Law

Proxy

Advisory Board Member

The Colleges of Law

I teach "Technology for Legal Professionals".  This course is a Masters-Level intensive course in legal technology. Students gain first-hand experience using a variety of technologies commonly used in the practice of law alongside learning best practices for using technology in an effective and productive way.

Adjunct Faculty

WordRake

-Key business leader and advocate for WordRake.
-Led market research efforts and engaged in discussions with legal leaders.  
-Responsible for leading various marketing, business development, and branding initiatives. 
-Designed and directed social media outreach and campaigns.
-Co-led competitive analysis and positioning efforts.
-Directly assisted in a number of product development efforts.

Director Of Marketing And Business Development

Lookout

Negotiated, drafted and closed a variety of agreements, including distributor agreements, reseller agreements, customer and sales agreements, technology licensing agreements, and services agreements.
Developed, improve and maintain policies and agreement templates.
Maintained contractual records and documentation.
Assisted with managing company's contract management system.
Facilitated the resolution of business / legal issues and formulating recommendations using analysis, creativity and the development of new approaches to enable contract execution while safeguarding the company and creating a positive customer experience.
Built and managed processes and workflows that can scale globally.
Kept abreast of U.S. and international law that may affect the business.
Advised on special projects as needed, including new product development and expansion into new international markets.
Contribute to cross-functional teams as a trusted advisor, creative problem-solver and strategic thinker.

Legal Counsel

Salary.com

Served as strategic advisor to the CFO and CEO with regards to data privacy, information security, strategic transactions, commercial transactions, employment law, and intellectual property matters.
Led and directed all legal operations, processes, and procedures for the company and provided general legal guidance and support to all departments across the company.
Closed deals worth $200K and more.
Supported sales teams and all other functions by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including, but not limited to SaaS, data privacy, marketing, professional services, independent contractor, and distributor contracts.
Improved upon existing organizational contracting processes and templates to improve workflow.
Maintained contractual records and documentation, such as receipt and control of all contract correspondence, contractual changes, and other documents for all projects.
Worked with finance to ensure adherence to broader finance and risk requirements 
Reviewed and maintained the company’s internal policies and procedures to ensure compliance with the company’s legal obligations. 
Reviewed and developed as needed relevant processes, policies, and procedures relating to the company’s contracting and other internal practices.
Coordinated and managed outside counsel on an as-needed basis for various ad-hoc matters.
Facilitated the resolution of business / legal issues and formulating recommendations using analysis, creativity and the development of new approaches to enable contract execution while safeguarding the company and creating a positive customer experience all in accordance with company policies and procedures.
Provided the sales team (and any other teams as needed) with training, education, and documentation on any and all relevant legal matters.
Responded to ad hoc requests for legal assistance/legal research.

Corporate Counsel

Pearson

Supported global sales teams by reviewing, negotiating, redlining, drafting, and overseeing a variety of agreement and contracts with both domestic and global partners and customers and coordinating with  other legal and business functions as needed.
Frequently closed deals worth over $200K.
Provided Intellectual Property support and advice on a wide range of matters.
Recommended and implemented changes regarding improving deal processes and procedures and better alignment of deal terms and alignment with business strategic objectives.
Implemented, oversaw, and managed key contract policies, procedures, and processes.
Assisted with ad hoc Intellectual Property queries.
Managed content partner relationships on behalf of Rights & Permissions and Pearson with content suppliers.
Reviewed Intellectual Property and related inquiries and provided related counseling and support pertaining to countless contract matters including but not limited to licensing, partnership, consulting, non-disclosure, and  termination.
Assisted Rights & Permissions teams and business units in the execution and implementation of agreements from planning through approval to post-execution matters.
Coordinated and collaborated with Rights & Permissions Rights Management teams and Royalty Accounting Department to ensure accuracy in payment.
Assisted Rights & Permissions teams and business units in the execution of agreements from planning through approval to post-execution matters.
Maintained contractual records and documentation.
Assisted in maintaining contract database and maintaining key information on all contracts.
Improved upon existing organizational contracting processes to improve workflow efficiency.
Served as Pearson's Boston-area Global Diversity and Inclusion Advocate where I led development of an online student-focused tool focused on combating cyber-bullying.

Manager, Contract Negotiations

C&W Services

Provided direct support and counseling to sales teams by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including, but not limited to, non-disclosure, master service, master license, independent contractor, consulting, professional service, supplier, and vendor contracts.
Maintained contractual records and documentation, such as receipt and control of all contract correspondence, customer contact information sheets, contractual changes, and other documents for all projects.
Assisted in maintaining contract database and maintaining key information on all contracts.
Worked with risk management department to coordinate contractual insurance requirements.
Worked with finance department to insure adherence to broader finance and risk requirements such as pricing and discounting policies, and other relevant requirements.
Communicated signed contracts to all relevant parties to provide contract visibility and awareness.
Responded to ad hoc requests for legal assistance/legal research.

Temporary Contracts Counsel

Velcro Group Corporation

Provided support to global sales offices by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including, but not limited to non-disclosure, marketing, marketing affiliate, sweepstakes, professional services, independent contractor, manufacturing, software licensing (both on-premise and SaaS), customer/sales, supplier, joint development, and distributor contracts.
Closed deals worth $300K and more.
Improved upon existing organizational contracting processes to improve workflow efficiency.
Developed/revised contractual templates.
Maintained contractual records and documentation, such as receipt and control of all contract correspondence, customer contact information sheets, contractual changes, and other documents for all projects.
Worked with risk management department to coordinate contractual insurance requirements.
Worked with finance department to ensure adherence to broader finance and risk requirements such as revenue recognition, pricing and discounting policies, and other relevant requirements.
Worked with relevant sales and business team and advised regarding legal issues and risks related to various business transactions.
Served as the point of contact on contract database matters on behalf of the Legal Department.
Assisted with managing, developing, and implementing contract management system.
Maintained contractual records, documentation, and corporate governance materials.
Advised regarding company’s corporate structure.
Drafted and analyzed corporate bylaws, board of directors, and shareholder resolutions. 
Assisted with corporate re-structuring matters arising from mergers and acquisitions and other related transactions.
Provided training to employees.
Communicated signed contracts to all relevant parties to provide contract visibility and awareness.
Responded to ad hoc requests for legal assistance/legal research.

Contracts Counsel

Provided support to global sales offices by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including nondisclosure, marketing, marketing affiliate, professional services, independent contractor, manufacturing, software licensing (both on premise and SaaS), customer/sales, supplier, joint development, and distributor contracts.
Maintained contractual records and documentation, such as receipt and control of all contract correspondence, customer contact information sheets, contractual changes, and other documents for all projects.
Developed/revised contractual templates.
Worked with risk management department to coordinate contractual insurance requirements.
Worked with finance department to insure adherence to broader finance and risk requirements such as revenue recognition, pricing and discounting policies and other relevant requirements.
Worked with relevant sales and business team and advise regarding legal issues and risks related to various business transactions.
Ensured proper completion of a wide variety of agreements.
Monitored compliance by company employees with established procedures.
Ensured that signed contracts are communicated to all relevant parties to provide contract visibility and awareness.

Contracts Administrator

Director of Legal @ Malbek | Legal Tech Author and Commentator | Fastcase 50 2022 Honoree | Legal Tech Startup Advisor and Investor

Hey. I’m Colin. I am the General Counsel of Malbek, CLM for the Enterprise. I am a man on a mission. 

My mission is helping people make sense of legal tech—where technology and the law intersect to drive real change. 

As an educator, writer, and advocate, I explore how innovation is reshaping the legal landscape and share insights to help you navigate this dynamic space.

I actively work to grow and support the legal tech community. 

I authored The Legal Tech Ecosystem, a foundational guide to understanding the industry, co-wrote CLM for Dummies to make Contract Lifecycle Management accessible, and edited the comprehensive Handbook of Legal Tech. 

Additionally, I’ve contributed articles, spoken on podcasts, and hosted webinars to unpack the role of technology in law.

I aim to empower legal professionals to embrace technology and realize its potential to improve the legal industry. 

Change and innovation are not just buzzwords to me—they’re the driving forces behind my work.

As Director of Legal and Evangelist for Malbek, a leading Contract Lifecycle Management platform, I stay on the frontlines of legal tech innovation. I also advise startups, invest in emerging technology, and look for ways to propel the industry forward.

Here are a few specific highlights of my work:

1) Author of The Legal Tech Ecosystem – An essential guide for understanding the foundations of legal tech and its key players.

2) Editor of the Handbook of Legal Tech – A comprehensive exploration of the distinct sectors shaping the legal tech landscape.

3) Co-author of CLM for Dummies – Breaking down Contract Lifecycle Management into practical, approachable concepts for legal professionals at every stage.

4) Judge for the American Legal Technology Awards – Highlighting and celebrating groundbreaking advancements in legal innovation.

5)  Columnist for Today’s General Counsel – Delivering in-depth analysis and actionable strategies on the intersection of technology and legal operations.

Every role I take on reflects my dedication to advancing the legal tech community and showing what’s possible when technology and the law work together.

My journey started with candid conversations with pioneers in legal tech. I continue to share those experiences and what I’ve learned on my website, colinslevy.com.

For updates, follow me here, on my website, or on platforms like Threads, Instagram, and X (formerly Twitter).

Whether you’re curious about legal tech, just starting out, or building something new, I’d love to connect. 

Please reach out!

Colin Levy

Often one's biggest frustration with Generative AI isn't understanding what it can do, it's getting it to actually DO what you want it to do.

So I ran an experiment.

I asked Claude to create a comprehensive guide for writing effective prompts, using document review as a practical example. 

Here's what I've found effective AI prompting really comes down to:

→ Being specific about your desired output format
→ Providing context about your use case
→ Breaking complex tasks into clear steps
→ Including examples when possible
→ Iterating based on results

The difference between a vague request and a well-structured prompt can save hours of back-and-forth.

The full guide, shared below, covers everything from basic prompt structure to advanced techniques for complex document analysis.

I hope it helps you!

#legaltech #innovation #law #business #learning

Colin S. Levy

General Counsel @ Malbek - CLM for Enterprise | Adjunct Professor of Law | Author of The Legal Tech Ecosystem | Legal Tech Advisor and Investor | Named to the Fastcase 50 (2022)

AI Prompting for Document Analysis

I am done watching and reading the same breathless declarations flood my feed from people who should know better.

AI will fix everything.

AI will replace everyone.

AI will transform every corner of every industry if we just get out of the way.

ENOUGH.

I have spent my career at the intersection of law and technology working with tools that actually move the needle. 

I have seen what AI can do well and  I have also seen where it fails, where it misleads and where it becomes a shiny distraction rather than a meaningful solution.

AI is powerful. AI is useful. But AI is not magic.

I built my career by asking hard questions, pushing past hype, and reminding teams that technology is a means, not a mission. 

I have seen leaders invest in systems that promised transformation only to deliver confusion because no one bothered to ask the most important questions: 

What outcome are we chasing and is this even the right tool to get us there?

Chasing AI for the sake of chasing AI is not strategy. It is noise. It is performative innovation. It is what happens when people confuse novelty with progress.

You can embrace AI without worshipping it. You can leverage it without surrendering judgment. You can build better legal and business functions without assuming that every problem deserves a model or a chatbot or an automation layer.

AI should support thinking, not replace it. It should expand human capability, not become a crutch that excuses bad decisions or shallow planning.

The belief that AI is the solution to all problems is not vision. 

It is wishful thinking. It is a failure to do the harder work of defining goals, diagnosing root causes, and choosing the right tools for the right jobs.

Real progress comes from clarity, intentionality, experimentation, and knowing that sometimes the most effective solution is not AI at all.

You can lead with intelligence, not hype. You can innovate with restraint. You can build strong, modern teams without handing every challenge to a model and hoping for the best.

I’m Colin, General Counsel at Malbek and author of The Legal Tech Ecosystem. 

And I am here to remind this profession that AI is a but a tool, not a doctrine.

#legaltech #innovation #law #business #learning

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