Welcome to Beyond Document Review: Your Resource Center
Thank you for joining our EDRM webinar on partner-level GenAI applications. Whether you attended live or are catching up on the recording, this page provides everything you need to move from understanding these capabilities to implementing them in your practice.
During the webinar, we demonstrated how purpose-built GenAI platforms can transform trial preparation and strategic analysis. We created comprehensive trial arguments using actual BP Oil Spill materials, generated investigative reports, and showed you what senior trial lawyers are accomplishing with fourth-generation document intelligence.
Below you’ll find the actual reports and analyses we created during the live demonstration, our book on practical GenAI implementation for legal professionals, and additional resources to help you explore these capabilities further.
These aren’t theoretical discussions about what might be possible someday. These are the tools, frameworks, and examples that practitioners at Robert Bosch, Lewis Brisbois, Holland & Knight, and other leading organizations are using today to gain strategic advantages in complex matters.
From The Program
- You’ll find all the assignments and reports generated during this live demonstration by clicking here.
- Here’s the slide deck we used during the presentation.
Learn More About GenAI
- Download our book on Generative AI for Smart Discovery Professionals by clicking here.
- Read our latest article “Forward is Our Best Direction” by clicking here.
Our Speakers
John Tredennick
CEO & Founder
Merlin Search Technologies
John Tredennick
Founder & CEO
John Tredennick (JT@Merlin.Tech) is the CEO and founder of Merlin Search Technologies, a software company leveraging generative AI and cloud technologies to make investigation and discovery workflow faster, easier, and less expensive. Prior to that, he was founder and CEO of Catalyst Repository Systems, which he sold to a public company in early 2019. For the first 20 years of his career, he was a trial lawyer and litigation partner at a national law firm.
Tredennick is a prolific speaker and writer. Over the past 30 years, he has written eight books and countless articles on legal technology topics, including “TAR for Smart People” (3rd Ed.), two ABA bestsellers “Winning with Computers” (Vols. One and Two), “How to Prepare For, Take and Use a Deposition at Trial (James Publishing), and several editions of “The Lawyer’s Guide to Spreadsheets.” Tredennick has served as a Chair of the ABA’s Law Practice Management Section and Editor in Chief of its flagship magazine. He is currently active with EDRM and the Sedona Conference, having a lead drafting role on numerous of their publications.
Dawn Martin
Legal Counsel
Robert Bosch LLC
Dawn Martin
Legal Counsel at Robert Bosch LLC
C. Dawn Martin is Legal Counsel at Robert Bosch LLC, where she leads global eDiscovery, strategy and advises on litigation readiness, data governance, and internal investigations. With over a decade of experience spanning law firms, consulting firms, and legal service providers, Dawn brings a unique blend of legal insight and technical fluency to every stage of the ediscovery lifecycle.
Dawn is known for her collaborative approach, clear communication, and ability to bridge the gap between legal teams and technologists. She also manages key vendor relationships and contributes to industry best practices through thought leadership and innovation in legal operations.
John Breen
Partner
Lewis Brisbois
John Breen
Partner at Lewis Brisbois
John Breen is a Partner at Lewis Brisbois, with the eDiscovery, Information Governance, and Compliance practice group, and also the Data Privacy and Cyber Security group. John has broad experience across the eDiscovery, information governance, and data security spectrums. He has served as in-house counsel, outside counsel, and as a consultant for service providers and software companies.
John concentrates on advanced analytics, workflow, optimizing processes to reduce costs and expedite matter resolution. John is currently focused on the evaluation and integration of artificial intelligence tools to improve the legal process.
Aaron Crews
Innovation Partner
Holland & Knight
Aaron Crews
Innovation Partner at Holland & Knight
Aaron Crews is a partner in Holland & Knight’s Innovation Practice Group, based in San Francisco, with more than 15 years of experience bridging law, technology, and business transformation. He is recognized for guiding clients in adopting artificial intelligence, advanced legal tech, and data-driven workflows to enhance efficiency in legal departments and complex organizations, and has advised Fortune 50 legal teams and top law firms on AI deployment and compliance.
Previously, Crews held chief innovation roles at prominent legal and data companies, building global teams and pioneering data analytics platforms for legal applications. He serves on advisory boards in the legal tech sector, focusing on the responsible use of AI and driving industry initiatives in legal innovation.