Author: Dan Levine

  • Dan Levine is a Principal Sales Engineer with over 15 years of experience in enterprise compliance, data governance, and eDiscovery. He has held strategic presales roles at firms like Trace3 and Cloudficient, where he has helped Fortune 500 clients modernize legacy archiving and legal discovery workflows. Dan has deep hands-on expertise with platforms including Microsoft Purview, Proofpoint, Arctera (formerly Veritas), Mimecast, and many more. Dan specializes in bridging the gap between legal and IT to reduce risk and improve operational outcomes.

    Amherst, Massachusetts, United States

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Categories and Topics

Legal Operations

  • Matter Management and eBilling
  • Contract Management
  • Change Management
  • Legal Technology Road mapping
  • Vendor Management and Services
  • Budgeting and Forecasting
  • Legal Project Management
  • Process Improvement
  • Legal Design
  • Resource Allocation
  • ALSPs

Strategy

  • Organizational Design
  • Leadership
  • Strategic Planning
  • Communications
  • Operational Design
  • Business Alignment
  • Business Models
  • Mergers, Acquisitions, Ownership
  • Legal Technology and Innovation
  • Resource Allocation

Business Management

  • Marketing & Sales
  • Practice Management
  • Financial Management
  • Intellectual Property
  • Profitability
  • Accounting AR/AP
  • Budgeting and Forecasting
  • Pricing
  • Analytics
  • Metrics and KPIs

Technology

  • Information Management
  • Cybersecurity
  • LegalTech
  • Forensic Data Collection
  • Contract Management
  • Data Analytics
  • Artificial Intelligence
  • Business Intelligence

Artificial Intelligence

  • AI Implementation
  • AI Strategies
  • AI Tools

Information Governance

  • Data Privacy
  • Records Management

Talent Management & Development

  • Career Advancement
  • Performance Management
  • People Management
  • Talent Acquisition and Retention
  • Training and Skills Development
  • DE&I

Categories

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  • Strategy
  • Financial Management
  • Human Resources
  • Marketing
  • Technology
  • Data Management
  • Information Governance
  • Risk & Compliance

  • Entrepreneurship

  • Leadership

  • Practice Areas

Topics

Accounting AR/AP
ALSPs
Analytics, Reporting, Data Management
Antitrust
Artificial Intelligence
Bankruptcy
Budgeting & Forecasting
Business Alignment
Business Collaboration
Business Intelligence
Business Models
Career Development
Class Actions
Commercial & Procurement
Communications
Contract Management
Corporate
Cybersecurity
Data Analytics
DE&I
eDiscovery
Environmental
Firm Structure
Growth Planning
Hiring & Staffing
Initiative Planning & Funding
Insurance
Intellectual Property
IT Alignment & Services
KPIs
Labor & Employment
LegalTech
Legal Project Management
Legal Value Proposition
Litigation/Dispute Resolution
M&A
Marketing & Sales
Matter & Billing
Mediation & Arbitration
Onboarding
Organizational Change Management
People Management
Policy
Portfolio Management
Privacy
Private Equity/Investments
Process Design
Process Mapping & Improvement
Program Management
Project Management
Real Estate
Record Management
Regulatory/Compliance
Reporting Structures
Resource Allocation Balance & Mix
Risk Management
Salary & Benefits Management
Service-delivery Models
Strategic Planning
System Administration
Talent Search
Technology Roadmap
Training & Education
Vendor Management & Services
White Collar Investigations

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