Integreon Launches New Deposition Prep Offering, Adding Virtual Witness Binder Creation to its Robust Managed Document Review Capabilities
Corporate Legal Clients Realize Substantial Time and Cost Savings by Leveraging Integreon’s Optimized Process and Technology to Review, Cull, and Vet Documents before Depositions March 29, 2022 – FARGO, ND and LONDON, UK – Integreon, a trusted global managed services and alternative legal services provider (ALSP), has launched a new Deposition Prep offering. Integreon’s experts work with matter counsel to review and cull documents for virtual witness binder creation in preparation for commercial litigation depositions. Deposition Prep is the newest addition to Integreon’s robust slate of Managed Document Review (MDR) services within its powerhouse Litigation Services business unit. Deposition Prep is the culmination of Integreon’s collaborative partnerships with corporate clients, law firms, data vendors and technology providers. In tandem with their client and counsel, Integreon’s knowledgeable team of document reviewers identifies witnesses and determines relevant facts and issues to narrow down the population to the most relevant document sets. With counsel’s input, the team then summarizes documents to assemble personalized witness binders and chronologies. Counsel uses these materials to prepare witnesses for depositions. Integreon’s skilled use of people, process and technology dramatically reduces the number of documents from huge data sets to include only the most germane content, thereby reducing the cost of deposition preparation and assisting counsel to optimally prepare witnesses. Moreover, counsel’s case teams have access to Integreon data scientists who leverage data visualization tools like PowerBI to detect patterns and create graphs to provide clarity and highlight connections within large data sets. Since Integreon operates delivery centers around the world in multiple languages and time zones, global clients can also be assured of a quality result and round-the-clock service. “Managed Document Review services are one of the cornerstones of Integreon’s substantial track record in Litigation Services and we are confident that Deposition Prep is a highly useful addition,” remarked Jamie Berry, Integreon’s Executive Vice President and head of the Litigation Services business unit. “Corporate clients asked us for assistance with witness documents, and it was a natural fit since our teams were already familiar with their document sets and the most modern technology tools. Deposition Prep is the latest innovation in Integreon’s document review wheelhouse, and we already have Fortune 500 companies and their law firms benefiting from the offering.” “Integreon has been a longstanding and trusted partner to Pfizer for Managed Document Review services, and we are very excited about their new Deposition Prep offering,” said Ed Gramling, Discovery Counsel and Assistant General Counsel, Pfizer. “We work closely with Integreon’s team and outside counsel to bring greater efficiency and focus to assemble witness binders that provide only the most relevant documents presented in an organized, digestible way. The cost and time savings Integreon’s innovations have afforded us are incredibly valuable to our company.” Integreon’s Litigation Services group leverages 20+ years of experience and industry standards and best practices to deliver documented processes and in-depth performance metrics to increase client visibility. Whether for litigation, arbitration, investigations (internal or regulatory), or even for responding to requests for personal data for litigation, vast amounts of data need to be considered and expertly handled. Integreon’s global team of attorneys and subject matter experts develop right-sized custom solutions that bring together technology, process, and resources able to meet demanding timelines and data security standards while maintaining the agility to handle changing needs and requirements. For more information about Integreon’s Litigation Services business unit, Managed Document Review and Deposition Prep, visit https://www.integreon.com/what-we-do/litigation-services/ or email [email protected]. About Integreon Integreon is a trusted, global provider of award-winning legal, business, and research support solutions to leading law firms, legal departments, financial institutions, and professional services firms. The company applies a highly trained, experienced team of over 3,500 employees globally to a wide range of problems that require scale and expertise, enabling clients to become more operationally efficient by streamlining operations, maximizing investment, and improving the quality of work they provide their end clients. With delivery centers on three continents, Integreon offers multi-lingual, around-the-clock support, as well as onshore, offshore, and onsite delivery of services. Integreon is owned by EagleTree Capital, a leading New York-based private equity firm that has invested approximately $2.7 billion of equity capital since inception. For more information about Integreon’s extensive range of services, email [email protected], visit www.integreon.com and follow Integreon at LinkedIn, Twitter and Facebook.
Integreon Announces CEO Transition
Bob Rowe to Step Down in May after Five-Year Tenure February 17, 2022 – Integreon, a leading global managed services provider, today announced that after having completed a successful five-year tenure with Integreon, Bob Rowe will step down as CEO. Pursuant to the Company’s succession plan, Mr. Rowe will stay on as CEO until May 1, 2022, and will remain both a member of the Board and a shareholder of Integreon. Integreon’s Board of Directors has launched a comprehensive search, with the assistance of leading executive search firm, Heidrick & Struggles, to identify a successor to Mr. Rowe. Integreon is majority owned by investment funds managed by EagleTree Capital. “In my role as CEO, I have had the privilege to work side-by-side with an incredible group of colleagues who have dedicated themselves to our company’s mission,” said Mr. Rowe. “Over the past five years, we have achieved numerous milestones together and the business has achieved tremendous growth. Fulfilling an agreement the Board and I reached several months ago to enable me to pursue the next phase of my career, I leave Integreon proud of the organization we have become. I am confident Integreon has the right team in place and the capabilities and resources it needs to continue executing on its vision. I look forward to working with the Board to identify the right candidate and ensure a seamless transition.” “I want to thank Bob for his many contributions to Integreon and his tremendous dedication and commitment to making Integreon the exceptional company it is today,” said Anup Bagaria, Co-Managing Partner at EagleTree. “Since joining Integreon as CEO in 2017, Bob has successfully grown Integreon’s service offerings and client base. We are grateful for his leadership and look forward to his guidance as a Board member.” Rohan Rai, Partner at EagleTree, added, “Integreon’s leading position in the growing outsourced legal and professional services sectors is a result of the world-class customer service and innovative solutions provided by Integreon’s dedicated team. We look forward to identifying a new CEO who will continue to further accelerate growth while executing Integreon’s proven strategy.” About Integreon Integreon is a trusted, global provider of award-winning legal, business, and research support solutions to leading law firms, legal departments, financial institutions and professional services firms. The company applies a highly trained, experienced team of over 3,500 employees globally to a wide range of problems that require scale and expertise, enabling clients to become more operationally efficient by streamlining operations, maximizing investment and improving the quality of work they provide their end clients. With delivery centers on three continents, Integreon offers multi-lingual, around-the-clock support, as well as onshore, offshore and onsite delivery of services. For more information about Integreon’s extensive range of services, please visit www.integreon.com. About EagleTree Capital EagleTree Capital is a leading New York-based middle-market private equity firm that has completed over 35 private equity investments and over 75 add-on transactions over the past 20+ years. EagleTree primarily invests in North America in the following sectors: media and business services, consumer, and water and specialty industrial. For more information, visit www.eagletree.com or find EagleTree on LinkedIn.
Whitepaper | Data Requests & Reporting
Transparency reporting provides the public with a window into how and why their data is being accessed for court orders, search warrants, subpoenas, National Security Letters, and other types of information requests. Voluntary publishing of Transparency reports by impacted organizations has seen an upward trend in the last decade. These reports indicate increasing volumes of information demands both domestically and globally. Download our latest whitepaper, “Data Requests and Transparency Reporting: A Game of Show and Tell?” to learn more about these trends in transparency reporting.
Importance of Legal Function Strategic Planning
The role of the General Counsel continues to evolve. More and more it is viewed as a full C-Suite executive often tasked to contribute to areas well beyond providing legal guidance. They are tasked to solve broader business problems that may or may not have a genesis in legal or regulatory issues. The increased focus on environmental, sustainability and governance (“ESG”) by Boards and Senior Executives has also impacted and expanded the role and expectations of the General Counsel. To successfully navigate the increased responsibilities and to optimize performance, legal department needs to develop and implement a Legal Function Strategic Plan. To read the full article please click the button below:
Finding the Right Fit – Outsourcing Strategies for Financial Services Marketing Teams
For financial services organizations, outsourcing is not a one-size-fits-all proposition. One organization may outsource a single project, such as reformatting materials per new branding guidelines, whereas another may choose to outsource whole functional areas such as quarterly updates of factsheets or presentations or posting regularly updated materials to websites and content libraries. The latter results in effectively having their managed services partner operate as an extension of their internal team. Financial firms are notoriously individualistic, seeing their processes and approach as complex and unique preferring to blaze their own trail on just about everything, and outsourcing is no exception. End of the day, the common need is ensuring marketing projects are adequately and professionally staffed, deadlines are met, branding guidelines are upheld, and visuals are compelling, all while staying within budget constraints. Admittedly, this is not easy, but it can be done.
How Legal Departments are Leveraging Technology to Manage Their Contracts
Ari Kaplan spoke with Gabriel Buigas, the new executive vice president and head of contracts, compliance, and commercial services at Integreon, an alternative legal and global managed services provider. We discussed how organizations are leveraging technology to manage their contracts, the contracting challenges organizations should expect in 2022, and advice for legal professionals seeking alternative career paths beyond law firms and legal departments. LISTEN TO PODCAST
Integreon and UpLevel Ops Partner to Offer Corporations ‘Legal Operations Support-as-a-Service’
With the goal of providing full end-to-end legal operations support to corporate clients worldwide, Integreon and UpLevel Ops have formed an alliance to offer what they are calling Legal Operations Support-as-a-Service. The alliance combines the managed services offerings of alternative legal services provider (ALSP) Integreon with the outsourced strategic advisory services of corporate legal operations consulting firm UpLevel Ops. To find out more please click the button below:
Integreon Announces Alliance with UpLevel Ops
Collaboration Brings Full End-to-End Legal Operations Consulting and Support Offerings to Corporate Marketplace January 4, 2022 – FARGO, ND AND LONDON, UK – Integreon, a trusted global managed services and alternative legal services provider (ALSP), today announced a new alliance with UpLevel Ops, a leading corporate legal operations consulting firm. The Integreon/UpLevel Ops alliance provides full end-to-end legal operations support to corporate clients around the globe. This collaboration of industry leaders offers clients a robust Legal Operations Support-as-a-Service offering, combining UpLevel Ops’ outsourced strategic advisory services acumen with Integreon’s efficiency, process and metrics-driven managed services. This combination will bring unprecedented value and agility to corporate clients addressing a myriad of legal operations needs including strategic advisory work, technology selection and implementation, training and thought leadership to ongoing financial/budgeting support, project management, invoicing review and tech support. Integreon’s Contracts, Compliance and Commercial (CCC) Services has expanded tremendously in recent months under the leadership of Gabriel Buigas who joined as Executive Vice President (EVP) and head of CCC in October. Gabriel is working closely with Stephanie Corey, Co-founder and General Partner at UpLevel Ops, to ensure Integreon can meet the needs of a thriving legal operations function. Buigas said, “UpLevel Ops is an ideal partner to bring this offering to market as they are a trusted partner and industry thought leader staffed by a team with deep expertise and hands-on experience in legal operations. Integreon has a 23-year history as a trusted managed services provider to many leading corporations and CCC is similarly led by a team of practitioners with deep expertise in legal function management.” Stephanie commented, “After we’ve guided clients in setting up their legal operations infrastructures, they often ask if we could stay on to administer these tools and services. But we believe this takes us away from our core competency of providing strategic advice. Partnering with Integreon allows us to bring a complete solution and tangible benefits, insights, and efficiency to the corporate legal ops market. Our shared clients are sophisticated buyers addressing complex challenges. Their organizations will benefit greatly from the skillset and industry knowledge that UpLevel and Integreon bring together to meet their diverse needs.” “The Integreon/UpLevel Ops partnership will bring an exciting new element to our support for legal operations, drawing upon the best talent, methodology and technology solutions for optimized results,” said Bob Rowe, CEO of Integreon. “Gabriel Buigas, Stephanie Corey, and their respective teams are hitting the ground running to advance and develop this initiative and many others.” For more information about the Integreon and its Contracting Services, visit: https://www.integreon.com/what-we-do/contracting-services/ or email info@ integreon.com. For more information about UpLevel Ops, visit: https://www.uplevelops.com/. About Integreon Integreon is a trusted, global provider of award-winning legal, business, and research support solutions to leading law firms, legal departments, financial institutions, and professional services firms. The company applies a highly trained, experienced team of over 3,500 employees globally to a wide range of problems that require scale and expertise, enabling clients to become more operationally efficient by streamlining operations, maximizing investment, and improving the quality of work they provide their end clients. With delivery centers on three continents, Integreon offers multi-lingual, around-the-clock support, as well as onshore, offshore, and onsite delivery of services. Integreon is owned by EagleTree Capital, a leading New York-based private equity firm that has invested approximately $2.7 billion of equity capital since inception. For more information about Integreon’s extensive range of services, email [email protected], visit www.integreon.com and follow Integreon at LinkedIn, Twitter and Facebook. About UpLevel Ops UpLevel Ops is an advisory firm specializing in providing services for in-house legal departments and law firms. UpLevel Ops is unique in that its founders spent the vast majority of their careers in-house. UpLevel Ops provides a complete range of legal operations support and executive coaching, including legal department strategies, IT solutions, finance and budget guidance, contracts management, talent management and development, benchmarking, best practices and metrics, and outside counsel selection and management. Visit https://www.uplevelops.com/ for more information or contact [email protected].