Legal & Compliance

eDiscovery & Information Governance

You'll become the executive who turns litigation chaos into defensible order—owning how evidence is found, preserved, and governed when everything is on the line. This path builds leaders fluent in both counsel and technology, making you the person courtrooms and boardrooms both trust with the record.

L1 – L9 · 9 tours Leads to: CLO → What's a Reference DRS?

The Career Arc

Rotational · L1–L3

Build the eDiscovery & Information Governance craft. Prove you can wield the tools of Legal & Compliance.

  • L1 : Learn eDiscovery fundamentals and legal hold processes
  • L2 : Own legal hold administration and ESI processing
  • L3 : Lead complex ESI collection and review workflows

Transformational · L4–L7

Deliver eDiscovery & Information Governance outcomes — each Legal & Compliance tour at this altitude has a defined mission and success criteria.

  • L4 : Manage eDiscovery programs and information governance policy
  • L5 : Define eDiscovery strategy and build the function
  • L6 : Own enterprise eDiscovery and information governance strategy
  • L7 : Advise on litigation readiness and discovery transformation

Manage a Team?

Great eDiscovery & Information Governance managers are practitioners first. The Legal & Compliance IC responsibilities in L4–L7 are your foundation — your management responsibilities are additive:

  • Hire lawyers who say 'yes, and here's how'—not just 'no'
  • Coach business partnership—legal must enable, not just protect
  • Run 1:1s that develop both legal expertise and commercial instincts
  • Give feedback that balances risk management with business enablement
  • Remove blockers—fight for resources, outside counsel budget, and exec access

Foundational · L8–L9

Shape the Legal & Compliance organization from the eDiscovery & Information Governance chair — build institutions, not just products.

  • L8 : Own the discovery function enterprise-wide
  • L9 : Define the future of information governance
→ C-Suite: L10 is the CLO path — a distinct page, not duplicated here.

L1 — Associate eDiscovery Analyst Rotational Full detail →

Mission

Learn eDiscovery fundamentals and legal hold processes

This tour of duty

Support the eDiscovery team by processing legal holds, collecting ESI, and learning the fundamentals of litigation support and platform administration.

Own the outcomes

  • Assist with legal hold notices and custodian tracking under supervision
  • Support ESI collection and processing for active matters
  • Learn eDiscovery platform administration and review workflows
  • Document chain-of-custody and preservation procedures
  • Help maintain data maps and custodian inventories
  • Coordinate scheduling and tracking for discovery deadlines

eDiscovery & Information Governance at L1 — the competency bar

IT Operations
2
Legal & Compliance
2
Information Security
1

AI in this role

  • Use AI-powered document tagging to organize ESI collections
  • Leverage AI search-term testing to refine review protocols
  • Apply AI-assisted metadata extraction to speed custodian intake

L2 — Junior eDiscovery Analyst Rotational Full detail →

Mission

Own legal hold administration and ESI processing

This tour of duty

Own legal hold issuance and ESI processing for standard matters, building the operational foundation of a defensible discovery program.

Own the outcomes

  • Own legal hold issuance, tracking, and release for standard matters
  • Process and load ESI into review platforms independently
  • Administer user access and workspace setup on eDiscovery platforms
  • Support first-level document review QC and search term testing
  • Maintain data retention schedules and disposition logs
  • Draft standard discovery status reports for legal stakeholders

eDiscovery & Information Governance at L2 — the competency bar

Information Security
2
Legal & Compliance
2
IT Operations
1
Program Management
1
Operational Excellence
1

AI in this role

  • Implement AI-powered predictive coding to prioritize document review
  • Use AI tools to automate legal hold acknowledgment tracking
  • Deploy AI-assisted deduplication and near-duplicate detection

L3 — Senior eDiscovery Analyst Rotational Full detail →

Mission

Lead complex ESI collection and review workflows

This tour of duty

Lead your first complex, multi-custodian discovery matter, designing the search and review protocols that hold up under scrutiny.

Own the outcomes

  • Lead ESI collection and processing for complex, multi-custodian matters
  • Design search terms, review protocols, and technology-assisted review (TAR) workflows
  • Coordinate with forensic vendors on collection and preservation for sensitive matters
  • Support incident-response discovery during active security investigations
  • Build custodian interview and data mapping processes for new matter types
  • Train junior analysts on platform administration and review workflows

eDiscovery & Information Governance at L3 — the competency bar

Legal & Compliance
3
Information Security
2
IT Operations
1
Program Management
1
Operational Excellence
1

AI in this role

  • Design technology-assisted review (TAR) workflows for complex matters
  • Build AI-driven custodian risk scoring for collection prioritization
  • Implement AI-assisted incident-response triage for breach investigations

L4 — eDiscovery & Information Governance Manager Transformational Full detail →

Mission

Manage eDiscovery programs and information governance policy

This tour of duty

Manage the eDiscovery platform portfolio and information governance policies that keep the organization litigation-ready.

Own the outcomes

  • Manage the eDiscovery platform portfolio and vendor relationships
  • Own legal hold governance across the organization's active matter portfolio
  • Design information governance policies for retention and data minimization
  • Lead discovery response for Fortune 100 client matters and regulatory inquiries
  • Build reporting that gives legal leadership visibility into discovery cost and risk
  • Manage a small team of eDiscovery analysts and coordinators

eDiscovery & Information Governance at L4 — the competency bar

Legal & Compliance
3
IT Operations
2
Information Security
2
Program Management
1
Operational Excellence
1

AI in this role

  • Lead AI tool evaluations and pilots for the eDiscovery platform stack
  • Develop AI governance frameworks for responsible discovery technology use
  • Build AI-powered dashboards that surface discovery cost and risk

L5 — Senior eDiscovery & Information Governance Manager Transformational Full detail →

Mission

Define eDiscovery strategy and build the function

This tour of duty

Define the eDiscovery and information governance strategy and build a team that delivers defensible discovery at scale.

Own the outcomes

  • Define the eDiscovery and information governance strategy and multi-year roadmap
  • Own incident-response discovery playbooks for post-breach investigations
  • Negotiate enterprise eDiscovery platform and forensic vendor contracts
  • Establish defensible preservation and legal hold standards enterprise-wide
  • Lead cross-functional data minimization initiatives with IT and security
  • Build and mentor the eDiscovery and information governance team

eDiscovery & Information Governance at L5 — the competency bar

Legal & Compliance
4
Information Security
3
IT Operations
2
Program Management
1
Operational Excellence
1

AI in this role

  • Define the AI strategy for eDiscovery and information governance
  • Negotiate AI-enabled review platform contracts and evaluate build-vs-buy
  • Design human-in-the-loop review workflows that balance AI speed with defensibility

L6 — Director, eDiscovery & Information Governance Transformational Full detail →

Mission

Own enterprise eDiscovery and information governance strategy

This tour of duty

Own enterprise eDiscovery and information governance strategy, partnering with the General Counsel on litigation readiness.

Own the outcomes

  • Set enterprise strategy for eDiscovery, legal holds, and information governance
  • Serve as the executive point of contact for Fortune 100 client eDiscovery engagements
  • Own incident-response discovery leadership across major security investigations
  • Partner with the General Counsel on litigation readiness and discovery risk
  • Oversee all eDiscovery technology, vendor management, and program design
  • Build a high-performing eDiscovery and information governance organization

eDiscovery & Information Governance at L6 — the competency bar

Legal & Compliance
4
IT Operations
3
Information Security
3
Strategy
2
Program Management
1
Operational Excellence
1

AI in this role

  • Lead the discovery function's AI transformation including generative review tools
  • Establish AI governance policies that satisfy court and regulatory scrutiny
  • Partner with IT and security on AI-assisted data mapping and classification

L7 — Senior Director, eDiscovery & Information Governance Transformational Full detail →

Mission

Advise on litigation readiness and discovery transformation

This tour of duty

Lead enterprise-wide discovery transformation, advising on the organization's highest-risk litigation and investigation matters.

Own the outcomes

  • Define enterprise-wide litigation technology and information governance vision
  • Lead discovery advisory services for the organization's most strategic and highest-risk matters
  • Serve as strategic advisor to the CLO on discovery risk, cost, and defensibility
  • Design and manage eDiscovery shared services or centers of excellence
  • Drive post-breach and incident-response discovery strategy at the enterprise level
  • Represent the organization in legal technology and information governance industry forums

eDiscovery & Information Governance at L7 — the competency bar

Information Security
2
Strategy
2
Legal & Compliance
2
IT Operations
1
Program Management
1
Operational Excellence
1

AI in this role

  • Shape enterprise-wide AI strategy as it intersects with discovery defensibility
  • Drive industry collaboration on AI standards for legal technology
  • Build AI centers of excellence serving eDiscovery teams across business units

L8 — VP, eDiscovery & Information Governance Foundational Full detail →

Mission

Own the discovery function enterprise-wide

This tour of duty

Own the global eDiscovery and information governance function, setting standards that manage discovery risk across all jurisdictions.

Own the outcomes

  • Own the eDiscovery and information governance function enterprise-wide, including budget and vendor spend
  • Set global standards for legal holds, preservation, and data minimization across jurisdictions
  • Partner with the C-suite on enterprise risk management tied to discovery and information governance
  • Lead board-level reporting on litigation readiness and discovery risk posture
  • Drive innovation partnerships with legal technology and forensic investigation providers
  • Shape the organization's approach to AI-assisted review and discovery technology adoption

eDiscovery & Information Governance at L8 — the competency bar

IT Operations
2
Legal & Compliance
2
Information Security
1
Strategy
1

AI in this role

  • Set global AI governance standards for legal technology and discovery platforms
  • Lead board-level discussions on AI risk in discovery and information governance
  • Drive strategic AI partnerships with legal technology and forensic providers

L9 — SVP, eDiscovery & Information Governance Foundational Full detail →

Mission

Define the future of information governance

This tour of duty

Shape the future of information governance at the industry level, driving innovation that redefines discovery excellence.

Own the outcomes

  • Define the future of eDiscovery and information governance as a strategic risk function
  • Lead industry-shaping initiatives in legal technology and discovery innovation
  • Serve as a peer to the General Counsel in driving enterprise litigation readiness
  • Set global standards for information governance excellence across the enterprise
  • Drive board-level strategy on discovery risk and data minimization investment
  • Build and lead a world-class eDiscovery and information governance organization

eDiscovery & Information Governance at L9 — the competency bar

IT Operations
2
Information Security
1
Strategy
1
Legal & Compliance
1

AI in this role

  • Define industry-wide AI adoption frameworks for eDiscovery and information governance
  • Shape regulatory and policy discussions on AI-assisted discovery
  • Lead the organization's AI ethics posture as it relates to litigation and investigations

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