Bret Baccus
Managing Director
[email protected]
Bret on LinkedIn

Who I am I am Bret Baccus. I have more than 25 years of experience serving both law firms and law departments operate more effectively with the use of systems, vendor management programs, process improvement and the most effective use of legal resources based on the risk and complexity of the legal work.

What I have done I have helped law firms and law departments improve their operational and organizational effectiveness through deployment of alternative legal solutions. I have served Fortune 10 to Fortune 1000 corporations as well as small companies to: plan for technology; assess law firm operations and plan for operational improvements; assess law departments in understanding their internal workload, external spend and plan and implement resource allocation improvements. I have worked with both legal operations professionals, general counsels, and law department leaders as they initially move into new positions of responsibility and need help with their departments or need to evolve their department. I was a Vice President at UnitedLex, a Managing Director at Consilio/Huron Legal, a Senior Manager at Arthur Andersen and a Consultant at PriceWaterhouse.

Why I am at Morae I am at Morae because of my long-tenured relationships with so many of the leaders here. Serving the market with leaders I know and trust is essential to me.

Sinéad Burke
Industry Expert
[email protected]
Sinéad on LinkedIn

Who I am I am Sinéad Burke. As Industry Expert of the strategic advisory practice group, I advise international law firms and in-house counsel of large corporates on enterprise-wide transformational activities. I help develop a range of unique and innovative solutions that best fit the client’s culture and requirements. I am also a qualified executive coach and provide both coaching and mentoring to senior leadership and legal professionals.

What I have done With an original background in international relations, I have spent the last 15 years in private practice, overseeing and delivering large technology-enabled cases and the past 10 years developing the alternative service practice group of a large international law firm. I was responsible for the creation and strategic management of the group in the APAC region, and set up a number of delivery hubs in Australia and China. In 2017, this work was recognised with a Financial Times Award for New Business and Delivery Models in the Innovation in the Business of Law category. In late 2017, I became Associate Director at Janders Dean International and have provided strategic advice on a number of projects, from creating new fee-earning practice groups for international firms to advising on transformation projects for corporate in-house legal teams. Janders Dean was acquired by Morae in July 2020.

Why I am at Morae I am at Morae because of my commitment to transforming legal services to meet the changing needs of lawyers and their clients. I bring expertise, experience and diversity in views to the market. Morae shares my mission to support clients and transform the way legal services are delivered.

Christopher Cahn

Who I am I am Christopher Cahn. I deliver client and end user-focused solutions that encompass the entire data and contracting life cycle.

What I have done I have more than 18 years of experience assisting global institutions with regulatory change, technology and data-driven initiatives. I have helped clients drive enterprise-level change through the creation of global contracting centers of excellence as well as leading two of the largest regulatory documentation and data remediation efforts in the financial services industry. I have experience in contract life cycle management, tech-enabled contracting and the creation and management of client/contract reference data.

Why I am at Morae Morae's blend of subject matter experts, consultants and technology combined with a firm grasp of the importance of data and process allows us to deliver innovative and often transformational solutions for our clients.

Susan Chapdelaine
Industry Expert
[email protected]
Susan on Linkedin
646-844-9604

Who I am I am Susan Chapdelaine. I help companies build practical information management and compliance strategies that encompass the entire information life cycle.

What I have done I have more than 25 years of experience in records and information management, practiced at three major consulting firms. I have worked in regulated and unregulated industries including pharmaceuticals, financial services, environmental services, energy and automotive, technology and professional services.

Why I am at Morae One of the things that attracted me to Morae is its focus on innovative approaches linking information and discovery management, using analytics and metrics to improve results and obtain a high level of compliance.

Shawn Christen
Senior Director
[email protected]
Shawn on LinkedIn

Who I am I am Shawn Christen. I specialize in all aspects of information and discovery management ranging from assisting clients with responding to requests from internal investigations to external regulatory, compliance, enforcement, subpoenas, commercial litigation, and complex data analysis. I assist clients by maximizing workflows, processing efficiencies and leveraging the latest tools and technologies to meet their discovery demands in a timely, efficient and cost-effective manner.

What I have done I have more than 30 years of consulting and professional services experience in the legal, financial services, health care, pharmaceutical and technology industries ranging from entrepreneurial startups to Fortune 100 clients domestically, as well as working onsite for extended periods of time internationally in Munich, Tokyo, Bermuda and Chennai, India. My experience has ranged from serving in roles as a strategic advisor, business operations manager, subject matter expert and implementer of technology, day-to-day operations and case management, as well as being an expert providing declarations and affidavits when requested by counsel. I have developed and enhanced numerous in-house and outsourced discovery programs by bringing together the necessary resources, processes, workflows and technologies. Doing so has enabled clients to enhance defensibility, increase efficiencies, reduce costs significantly and mitigate risk.

Why I am at Morae I joined Morae because of its culture, people and commitment to be a world-class provider of legal services, talent and solutions to its clients. The company’s mission of serving as the “go-to” trusted advisor is a unique positioning that endures beyond a single matter or project and focuses on partnership and driving substantive change and value.

Chris Claps

Who I am Chris Claps. I am responsible for oversight and management of the organization’s business operations to enable client solutions.

What I have done After 10 years in marketing for a leading global mass media company, I received an MBA from the University of Chicago Booth School of Business. Prior to my current position at Morae, I was with Garland Capital Group facilitating growth-focused equity investments in innovative and disruptive companies. I started with Shahzad Bashir, President & CEO of Morae , in the pre-planning for the company and helped open its doors. I have since assisted in growing Morae from a half-dozen clients to the global enterprise that it is today.

Why I am at Morae Morae is an exceptional, values-driven organization with a firm commitment to serving our clients. I joined the organization to help build a world-class business alongside an energetic and highly talented team.

J. B. Costilow
Managing Director
[email protected]
J. B. Costilow on Linkedin
704-451-9890

Who I am I am J. B. Costilow. I am responsible for creating and implementing industry-leading legal technology solutions that support operational excellence, economical delivery, customer service and accountability.

What I have done I have more than 17 years’ experience in legal services, having worked with both internal and external stakeholders to create custom-tailored value-added data solutions, develop client engagement models and service implementation strategies. I have advised companies of all sizes across many locations and industries on the application of technology-assisted review to improve and advance efficiencies with complex litigation and investigations. I have assisted clients in implementing eDiscovery best practices, including leveraging advanced analytics to effectively and efficiently cull and triage large volumes of client data. My experience at the company also includes managing collection, review and production processes for many large Fortune 500 companies.

Why I am at Morae I joined Morae to help better deliver legal services by pairing new and cutting-edge technologies with our unparalleled expertise in order to drive value to law firms and corporations around the globe.

Chris Davis
Managing Director
[email protected]
Chris on LinkedIn

Who I am I am Managing Director of Morae in Australia and New Zealand running our regional team out of Sydney. I hold a Masters of Management through Macquarie Graduate School, am an avid Skier and have travelled extensively living for a number of years in Europe and a short stint living in Canada (the latter for skiing)

What I have done I’ve been with Phoenix for just under 9 years having established our presence here in the southern hemisphere in 2011. Previous to Phoenix, I worked for DocsCorp establishing their offshore businesses and prior that the ANZ Bank and IBM. I’ve worked with Legal and Legal Operations Technology for nearly 15 years and been in technology and innovation for over 25 years.

Why I am at Morae Morae are the experts and market leaders in Corporate Legal. Combined with Phoenix now the market leaders in content management in legal – as a professional in Legal technology and content management, where else would I want to be?

Kevin Flynn
Senior Director
[email protected]
Kevin on LinkedIn

Who I am I am Kevin Flynn. I lead the Custom Solutions & Analytics team at Morae, contributing to strategic planning related to innovation and analytics initiatives at Morae Global.

What I have doneI am involved in all aspects of Technology and Data matters within the Managed Services and Delivery Teams. I regularly consult on complex eDiscovery Matters serving as a technical expert and consultant on eDiscovery data driven issues with clients as well as working with internal review and project management teams. I have managed large scale eDiscovery platform migrations and developed streamlined workflows for the application of Advanced Analytics and Predictive Coding technologies.

Why I am at Morae The Morae team includes some of the smartest and most innovative professionals in the eDiscovery industry. We take great pride in providing the highest level of service while delivering cutting-edge eDiscovery solutions for some of the largest companies in the world.

Gil Gruenberg
Senior Director
[email protected]
Gil on Linkedin
+44-207-190-9164

Who I am I am Gil Gruenberg. As Senior Director, I focus on client services delivery in litigation and investigations. I codify all project requirements to guarantee effective achievement of client work, including the implementation of project governance, controls and standards.

What have I done I have more than 10 years of experience in rendering legal and eDiscovery services to cross-cultural, multinational corporations, with a focus on direct interaction with senior decision-makers in management and the long-term formation of strategic partnerships.

Why I am at Morae I am at Morae not only because I enjoy being part of a global team with expertise spanning the entire eDiscovery spectrum, but also because we utilize state-of-the- art technology to endow companies with the capacity to analyze and organize their global data.

Samir Ismayilov
Senior Director
[email protected]
Samir on Linkedin
852-6899-6139

Who I am I am Samir Ismayilov, and I am responsible for all aspects of client service delivery and operations in the Asia-Pacific region.

What I have done I have more than 10 years’ experience in rendering legal and eDiscovery services in the U.S., Europe and the Asia-Pacific region, including advising on complex, large-scale litigation and investigations. I have primarily served global law firms and clients in the financial services and energy industries on high-profile regulatory investigations, utilizing advanced analytical solutions, as well as advising on best practices in eDiscovery and managed review.

Why I am at Morae I am at Morae because I find it to be a uniquely motivating environment, where I am surrounded by a brilliant global team truly driven and dedicated to being on the front lines of the industry and providing our clients with the most innovative solutions empowered by the latest technology.

Mary M. Jummati
Managing Director
[email protected]
Mary on LinkedIn

Who I am I am Mary M. Jummati. I help improve organizational performance of legal operations with the use of technology. My keen focus on technology as an enabler that requires highest levels of adoption results in increased productivity; better, faster and more reliable reporting; reduced spending; and better risk management.

What I have done I have more than 25 years of experience in strategic planning, leadership, project and program management, software selection, enterprise software implementation and change management. I have significant experience in managing complex global programs and large operating budgets, aligning technology and business goals and actively mitigating and resolving risks. I adhere to a hands-on, team-oriented approach and a collaborative and decisive issue resolution style. I have directed multiple matter management, e-billing, document management and contract management transformations for large corporate legal departments. I have also led the business workstreams and partnered with technology vendors on complex systemwide deployments, including multiple legacy systems and unique business unit and practice area requirements.

Why I am at Morae I am at Morae because of the vision and quality of its leadership. Morae's entire leadership team, including its President and CEO, promote a culture of collaboration and empowerment, allowing people to be themselves. They believe in serving the legal community in the most foundational way possible—by helping clients solve complex problems.

Laura Jungels
Managing Director
[email protected]
312-436-2403

Who I am I am Laura Jungels, and I am responsible for client service delivery globally across our eDiscovery and Managed Services teams.

What I have done I have advised clients and overseen our service delivery teams through all aspects of litigation and investigations to ensure that critical information is identified and communicated to clients, allowing them to evaluate and mitigate their risk. I have managed large-scale matters including financial market abuse probes, global FCPA investigations and multijurisdiction product liability matters. I have significant experience leveraging technology to drive efficiencies, improve quality and reduce risk and costs for clients, and I have created presentations that have been used to argue for and defend the use of predictive coding in court hearings and in meetings with regulators.

Why I am at Morae I am at Morae because I am excited to be part of a team that is focused on providing innovative, technology-driven legal services for our clients.

Patrick Kellermann
Managing Partner
[email protected]
Patrick on LinkedIn
+44 (0) 207 190 9147

Who I am I am Patrick Kellermann. I am responsible for all UK Managed Services and eDiscovery with a focus on the application of subject matter expertise and advanced analytics in delivery.

What I have done I have managed the full life cycle of complex investigations and litigations involving benchmark manipulation, anti-competitive conduct, mis-selling, bribery, sanctions and employment or commercial disputes. I regularly serve as a subject matter expert to global financial services firms in investigations or change management engagements. I have developed workflows for the strategic deployment of advanced analytics with a special concentration on machine learning in eDiscovery.

Why I am at Morae I am at Morae because I enjoy the challenge of solving big data problems alongside some of the most knowledgeable and innovative thought leaders in the industry.

David Malkinson
Managing Director
[email protected]
David on LinkedIn

Who I am I am David Malkinson. I deliver solutions to Legal teams and Professional services firms, using technology to helping firms be more efficient, and ensuring their data is more secure, better managed and understood.

What I have done I've been working for more than 20 years with corporate, legal and professional service firms, and have designed and delivered hundreds of Document Management projects, and was instrumental in establishing the global consultancy arm of Phoenix from a small 4 man consultancy team when I joined in 2007 to the 100+ team size it is today. During this time I have had a unique insight into the different challenges and complex environments that companies must manage, and have delivered complex and advanced solutions for the small-medium enterprise through to large conglomerates and global firms. These include a number of top 10 global law firms, financial institutions and professional services firms.

Why I am at Morae We all thrive when complimentary skills and experience come together. It is obvious to me that the experience of the wider Morae team, combined with Phoenix’s, the end result will be much greater than the sum of its parts. This combined offering enables us to raise the bar and deliver an improved and more rounded offering to our clients. Exciting times ahead.

Christiane Mueller-Haye
Senior Director
[email protected]
Christiane on LinkedIn

Who I am I am Christiane Mueller-Haye. As Senior Director of Global Strategy & Products my team and I develop and deliver software solutions to Legal teams and Professional services firms, using technology to helping firms be more efficient, and ensuring their data is more secure, better managed and understood.

What I have done I've been working for more than 20 years with corporate, legal and professional service firms, and have designed and delivered hundreds of Document Management projects, and was instrumental in establishing the entity of Phoenix in Continental Europe as the responsible Director for the region. During this time and being the CEO at another legal IT specialist before I have had a unique insight into the different challenges and complex environments that organisations must manage, and have delivered complex and advanced solutions for the small-medium enterprise through to large conglomerates and global firms. These include a number of top 10 global law firms, financial institutions and professional services firms.

Why I am at Morae We all thrive when complimentary skills and experience come together. It is obvious to me that the experience of the wider Morae team, combined with Phoenix’s, the end result will be much greater than the sum of its parts. This combined offering enables us to raise the bar and deliver an improved and more rounded offering to our clients. Exciting times ahead.

James Neath
Industry Expert
[email protected]
James on LinkedIn

Who I am I am Jim Neath. I assist corporate legal departments and law firms with strategic planning for litigation readiness, investigations, and related discovery processes for responding to complex matters such as multi-party high-stakes lawsuits.

What I have done I managed complex corporate litigation and investigations for more than three decades, including 25 years as a senior legal executive for BP, where I led the company’s global litigation portfolio, including as associate general counsel where I led BP’s response to the Deepwater Horizon Gulf Oil Spill. At BP, my role included spearheading a variety of multidisciplinary strategies in response to some of the nation’s most significant corporate legal crises, investigations and transactions. I also developed and implemented state-of-the-art internal corporate discovery capabilities, policies and programs and built innovative internal processes to streamline law department operations.

Why I am at Morae I have a passion for bringing corporate legal departments and their law firms together to transform the way legal problems are solved. Morae is uniquely positioned to bring clarity and insight to complex, disparate data. Morae helps to make these innovative solutions possible.

Justin North
Managing Director
[email protected]
Justin on LinkedIn

Who I am I am Justin North. As a Managing Director in the firm’s Legal Managed Services group, I work with our clients on global transformational projects to help drive meaningful improvement and lasting change. I have in-depth expertise and understanding of private practice and corporate legal management needs and challenges, as well as a strong command of the commercial levers of a successful law firm or legal function, and regularly undertake behavioural studies focused on the psychology and unique motivations of lawyers in different peer groups and practice areas.

What I have done Prior to joining Morae I was the founder of Janders Dean, a leading independent legal industry management consultancy, which was acquired by Morae in July 2020. Over the past 20 years, I have been honoured to advise the leadership teams of the world’s largest law firms and corporate in-house legal departments on their resourcing, technology, knowledge and innovation strategies. I have worked with clients across the United Kingdom, Europe, North America, South America, Africa, India, Australia, and the wider Asia Pacific region, and have always tried to use our superpowers for good.

Why I am at Morae I’m here to help transform the legal industry by leveraging the collective skills and experience of our team and our clients. Together we can harness our curiosity and creativity to make a real positive impact on the way the law is practiced.

Priti Parekh
Senior Managing Director
[email protected]
Priti on Linkedin
+91 80 3040 4406

Who I am I am Priti Parekh. I am responsible for managing and growing our footprint in India and APAC in order to provide strategic value to all the business lines of Morae.

What I have done I am a managed services specialist with more than 25 years of experience helping large multinational corporations like Siemens, HP/EDS/Mphasis and Moody’s establish and manage large outsourcing operations around the world. My experience has been largely working with financial services companies in the areas of IT, ITES, knowledge and data analytics. I have run operations in India, the U.S., the UK, China, Costa Rica and Sri Lanka. Prior to joining Morae Global, I was the Senior Managing Director of Moody’s Analytics Knowledge services, managing its research and analytics business with more than 2,500 analysts.

Why I am at Morae I am excited about Morae's passion for providing transformative value to the legal industry, and I want to help leverage our capabilities in India to drive disruptive value for our clients.

Heidi Rudolph
Managing Director
[email protected]
Heidi on Linkedin
312-767-9515

Who I am I am Heidi Rudolph. I assist General Counsel and Chief Compliance Officers with legal and compliance operations.

What I have done I have worked with law departments for over 25 years, including 10 years as an in-house legal operations professional. I understand the balance of keeping up with global compliance requirements while appreciating the practicalities of in-house resources and budgets. With the increased focus on compliance program needs, I have helped develop and implement legal and regulatory risk assessment programs as well as pragmatic third-party diligence strategies. My approach combines process discipline with legal judgment and recognizes the realities of today’s fast-moving corporate world.

Why I am at Morae I am here because Morae will drive the next evolution in the delivery of legal solutions. I am excited to offer our clients the breadth and depth of our nimble and experienced organization.

Carolyn Southerland
Industry Expert
[email protected]
Carolyn on Linkedin
713-518-7132

Who I am I am Carolyn Southerland. I help corporations address the issues surrounding the preservation, collection, processing and production of electronically stored information in litigation and investigations.

What I have done I have spent almost 20 years developing processes and strategies in the electronic discovery arena, including establishing procedures for gathering electronic data, searching and culling that data and managing the review and production of electronically stored information. I have assisted many of the world’s largest and most-respected corporations in this area.

Why I am at Morae Morae has a unique vision for eDiscovery and information life cycle management which offers our clients the ability to use analytics previously reserved for eDiscovery in a broader context to manage their information. By bringing records and information management together with eDiscovery, our clients benefit from a unified and consistent approach rather than the standard siloing information management from eDiscovery.

Meredith Wells
Managing Director
[email protected]
Meredith on Linkedin
312-767-9523

Who I am I am Meredith Wells, and I support Chief Compliance Officers and General Counsel with the strategy, development and day-to-day operations of legal and regulatory compliance.

What I have done For the last 12 years, I have leveraged my legal background and compliance expertise to design, implement, manage and assess compliance programs for companies of all sizes and industries. I specialize in anti-corruption, including global anti-corruption risk assessments and third-party due diligence programs, as well as in sanctions and trade control efforts. I understand the complexities of bringing legal and regulatory compliance initiatives into businesses and the potential challenges that GCs and CCOs might face in light of competing priorities. I have successfully helped clients tailor their approach to compliance to ensure practical solutions that don’t end up on the shelf, but are rather adopted and effectively actioned.

Why I am at Morae I am at Morae because I think the services we offer make sense. The Morae model provides clients with a remarkable pool of talent, experience and high-caliber resources to meet a multitude of business needs effectively and efficiently. 

Rick Wittenbraker
Executive Counsel
[email protected]
Rick on Linkedin

Who I am I am Rick Wittenbraker. I spent a long career as a Fortune 200 General Counsel and a partner in an Am Law 200 law firm.

What I have done I was Waste Management’s Senior Vice President, General Counsel and Chief Compliance Officer, involved in all aspects of the company’s affairs, including strategy, business execution, management structure, board of directors’ activities, litigation, M&A, finance, compliance and governance. Prior to that, I was a partner at the Bracewell firm, where I was heavily involved in the firm’s senior management and ran its business practice. Over the years, I have also served as trustee or director for a variety of nonprofit organizations.

Why I believe in Morae I believe in Morae's programs that enable law departments and law firms to deliver greater value to internal and external clients. Morae is a great platform, and I am also using my inside and outside counsel experiences to help it expand its portfolio of services.

Mark Woolfolk
Industry Expert
[email protected]
Mark on Linkedin
713-244-6022

Who I am I am Mark Woolfolk. I deliver a wide range of creative and tailored legal solutions for law departments.

What I have done I am a seasoned corporate/transactional attorney who has provided strategic legal advice and guidance to a broad range of clients. I formerly was a partner at the law firm of Phillips & Reiter, PLLC, a firm focused on providing outsourced general counsel services. Prior to that, I served as an Associate General Counsel at Hewlett-Packard, where I addressed a broad range of complex legal matters – in commercial and consumer industries – on a worldwide basis. Before HP, I was a partner in the corporate and securities section at Akin Gump Strauss Hauer & Feld LLP.

Why I am at Morae Having just left a Fortune 100 legal department, I know the issues facing today’s in-house counsel. I am at Morae to leverage my extensive Fortune 100 in-house legal experience and big law firm know-how to help legal departments address their pressing legal issues.