Daniel Vaughan Email & Phone Number

New York, New York, Us

Project Manager within Epiq’s Managed Services (EMS) for client services. Managing long-term, contractual relationships with clients. Providing project management leadership to clients for all matters across the EDRM cycle. That includes solutions within Relativity / Relativity One for clients from everything to workspace creation, document processing, database setup and layouts, document review, productions, and case closure.Collaborate with Sales, Operations, Customer Service and other business segments to fulfill client needs. Clients are advised on Epiq offerings and advised on increased productivity and savings by relying on Epiq as a partner. Heavy emphasis on building and expanding client relationships that lead to renewed agreements with company. Work with clients on day-to-day needs, manage monthly accounting and billing under contract, oversee customer service team that handles client requests, and provide leadership on meeting client KPI targets. Hit personal monthly billing goals and track team members billing on client matters.Work with director and client managers to meet all client goals while fulfilling Epiq’s core customer service goals.

Orlando, Fl, Us

Remote eDiscovery Project Manager Attorney for all of Morgan & Morgan, P.A.'s Complex Litigation (Mass Tort & Class Action), Qui-Tam Whistleblower, Environmental, Labor & Employment practice groups. Managed 75-100 remote document review attorneys on all active cases and projects. He works with leadership, paralegal project managers, and support staff to deliver high-quality management for all cases.Daniel is the firm's Relativity administrator and manages relationships with the vendor who runs the servers. He also administrates the Everlaw workspaces as a backup resource when vendors cannot run a case due to conflicts. He develops QC workflows, coding panels, conducts document intakes (raw data and productions from 3rd parties), and creates document productions and other deliverables following all CMOs and applicable ESI protocols. He advises Partners and practice groups on when to deploy AI or other TAR tools, negotiates with vendors for new tools, and evaluates product demonstrations for application within the firm.Daniel works with Practice Group Partners, HR, and Recruiters to project staffing needs, evaluate candidates for hiring, and train new document reviewers hired by the firm. He has assisted in hiring full-time and contract attorneys from staffing vendors. And he built a collegial remote work environment by hosting get-togethers, monthly presentations, weekly leadership calls, and maintaining office hours for all attorneys via Calendly. He monitors and submits attorney billable hours on behalf of the firm.Daniel trains and mentors attorneys through webinars and one-on-one talks. He conducts individual performance reviews for all attorneys under his supervision and gathers input from supervising partners. He assisted in evaluating candidates for promotion and raises; and developed promotional tracks for high performers. Finally, he has managed the off-boarding process for employees who failed to hit critical KPIs.

Brentwood, Tennessee, Us

Daniel was an Attorney Team Lead for legal document reviews for electronically stored information (ESI) and physical document review projects. Remote and in-person projects included. Projects managed across the EDRM lifecycle and at various stages of litigation, government reviews, and support of in-house inquiries. As the project team lead, he provided team management, building client relationships, creating and giving progress updates using analytic tracking, and using appropriate technology, including TAR products, to enhance productivity. All workflows get designed to remain agile to adjust seamlessly to new information as it is received.Responsibilities include tracking workflows, documenting progress, and working with individual reviewers to ensure everyone is on the same page and meeting desired project goals. Designed quality assurance controls to achieve defensible work product for clients—high emphasis on metrics and data transparency to prevent surprises from impacting budget and project goals. Primary ESI document review platforms include Relativity (including AI tools), Catalyst (including Insight), and Everlaw. M&A/contract due diligence reviews consists of the use of Sharepoint, Quickbase, Box, Excel, and more. Physical document review platforms involve creating bespoke work product for that client—frequent use of Excel and Microsoft Word to create these solutions. Overall, platform-agnostic and willing to learn any new document review platform that a client desires to implement.Also, Daniel has given presentations on behalf of Legility at law schools on the importance of technology in #NewLaw, emerging issues in legal tech, and what law students should teach themselves while preparing to practice law.

Brentwood, Tennessee, Us

Daniel was promoted and served as an Attorney Assistant Team Lead for both ESI document reviews and physical document reviews.As an assistant team leader, Daniel supported both project Team Leads and Project Managers in various roles. He was responsible for the day-to-day operations of projects, answering and resolving the reviewer's substantive and technical questions, and engaged with managing first and second level reviews and quality control. Those tasks included building searches, batching, documents, and creating workflows. Projects included cases, government investigations, and company inquiries across the EDRM lifecycle. Review platforms included Relativity (including AI tools), Catalyst (including Insight), Sharepoint, Quickbase, and more. Review projects included e-discovery, contract review and abstraction, and due diligence reviews as part of M&A activity.

Brentwood, Tennessee, Us

Daniel was hired right out of law school and after passing the bar exam as an Attorney document reviewer for Legility, then known as Counsel on Call. He performed reviews on ESI document reviews, physical document reviews, and reviews of audio-visual data.He got staffed on cases involving complex e-discovery civil litigation, building contract schedules for M&A transactions, SEC investigations, anti-trust litigation, and environmental law. He was regularly elevated to a Quality Assurance reviewer to analyze all first-level work before sending it to the client. He worked on all stages of document review, including initial review, privilege logs, redaction of documents for privilege, confidentiality, PII, PHI, and SAR/CSI information. He also abstracted data for contract review involved in due diligence for M&A. Platforms included: Relativity (including AI tools), Catalyst (including Insight), Kroll Ontrack, Intuit QuickBase, Everlaw, Microsoft Sharepoint, and all Microsoft Office products.

Framingham, Ma, Us

Part-time sales associate and cashier for Staples while in college. Stocked shelves, ran the front cash register, and ran the central customer service desk. Signed up customers for Staples rewards program, handled incoming phone calls, and made over the intercom sales announcements to customers. Made regular high marks from secret shoppers. Also handled surge shopping hours for back to school, Black Friday, and special sales.Employee of the month, June 2009.

Cincinnati, Ohio, Us

Kroger Sales Associate in the Deli and Bakery. Trained to sell deli and bakery products. Handled all deli meat and cheese cutting equipment, chicken frying, and food-to-go containers. High marks from secret shoppers and award associate of month honors in July.

Juris Doctor, Law

Bachelor Of Science - Bs, Political Science