Tracy Peterson Email and Phone Number

As a Senior Consultant, I provide high-level support and strategic advice to clients and offer support by implementing documented best practices and workflows and leveraging resources to create solutions that enhance the client experience. I serve as the primary liaison with key client representatives, maintain ownership over the service delivery relationship, and drive overall client satisfaction through effective coordination and communication of client deliverables. Managing the client relationship includes developing plans and goals that align with and support business strategies, translating objectives into action plans, and identifying tasks critical to business success. Mentor and coordinate project management team resources to effectively achieve client satisfaction.

Senior Project Manager supporting managed service and transactional clients.As a Senior Project Manager, I am the primary point of contact with a portfolio of transactional and managed service clients regarding all project needs on a day to day basis. I manage and mentor associate project managers across client support portfolio. I oversee and coordinate multiple projects and client teams, and strategize and provide consultation regarding best practices to leverage technology, minimize cost and risk to accomplish client goals and meet deadlines, often with tight turnaround. I coordinate technology efforts across multiple operational and project support teams nationally and internationally and collaborate to maximize efficiency and provide superior client service.Review and analysis of monthly billing, budget and spend allocations to conform with client’s Statement of Work or Managed Service agreement.

As a Discovery Solutions Project Manager, I am the primary point of contact with a portfolio of transactional and managed service clients regarding all project needs on a day to day basis. I oversee and coordinate multiple projects and client teams, and strategize and provide consultation regarding best practices to leverage technology, minimize cost and risk to accomplish client goals and meet deadlines, often with tight turnaround. I coordinate technology efforts across multiple operational and project support teams nationally and internationally to maximize efficiency and provide superior client service.Mentor and offer training to new and/or associate project managers.

As an eDiscovery Case Manager, I coordinate, manage and support case activities relating to the collection, processing, review and production of electronic files. Establish and execute on firmwide ediscovery best practices and protocols including execution and/or consultation through all phases of EDRM.I routinely work collaboratively with third party vendor resources to collect, ingest and manage data including active database hosting within a review platform. Hands-on Relativity support for externally hosted matters. I am the first point of contact for technical issues relating to data hosting or review, and supervise and monitor contract attorneys during document reviews.I provide counsel to internal legal teams and clients regarding recommended processes and best practices related to the collection, processing and production of data, including preparation of budgets and review estimates.I offer management of and support to discovery attorney teams during the review and analysis of documents. Working knowledge of various litigation support software/platforms including Clearwell, Relativity, Viewpoint, Ringtail, LLM (Liquid Litigation Management), Casemap, Equivio, Concordance, Livenote and Trial Director.I routinely maintain project status and internal tracking reports and communicate with legal teams and clients throughout the project term.

Practice Technology Services educates, consults and supports legal teams and clients on strategic application of technology to legal matters to increase efficiency and control cost.As an e-discovery project manager, I seek to educate legal teams regarding technology options, prepare budgets, timelines and cost estimates, and coordinate and manage service providers to define project technical specifications. I am the first point of contact for all technical issues that may arise during the project. Database management and oversight of document reviews staffed by discovery attorneys, as well as quality control and document productions, are part of my daily tasks.Working knowledge of various litigation support software/platforms including Clearwell, Relativity, Casemap, Ringtail, LLM (Liquid Litigation Management), Equivio, Concordance and Livenote.I routinely maintain project status and internal tracking reports and communicate with legal teams throughout the project term.

Commercial Litigation Paralegal, including federal and state court trial practice, discovery and document management, electronic discovery, database management, including Trial Director, Relativity, CaseMap, Ringtail, Concordance, Livenote and WestlawNext. Project and case management with emphasis on discovery and litigation readiness, including mediation, arbitration and trial. Practice areas include general business, labor & employment, aerospace, patent, construction, environmental, land use, product liability and real estate.

Litigation paralegal, trial practice specializing in multi-party construction defect litigation. Project and case management, and oversight of team to support discovery and litigation readiness. Utilization of litigation support and trial software.

Complex litigation, including class action, environmental, business, real estate, labor & employment, trial practice. Utilization of litigation support and trial software.

Litigation paralegal, trial practice, commercial litigation, banking, labor & employment, asbestos defense, real estate, probate, estate planning, family law.

Supported a variety of practice areas at three firms over approximately 10 year time period, including litigation, estate planning, family law, guardianship, probate, bankruptcy, general business, corporate, personal injury, medical malpractice.