Discovery Operations Lead, Litigation & Regulatory

About the role

Design and operate discovery operations across the full EDRM lifecycle (preservation, collection, processing, hosting, review, and production including for novel and AI-specific data types)

Own the operational design and execution of the legal hold program including custodian identification workflows, hold issuance and tracking, periodic re-notification, custodian acknowledgments, and defensible release

Stand up and administer the discovery technology stack RelativityOne, in-place preservation and collection tooling across Slack, Google Workspace, and internal systems, and supporting analytics and review platforms including configuration, access controls, templates, and reusable workspaces

Design and document standard operating procedures and playbooks that make discovery work defensible, repeatable, and onboardable as the team scales

Serve as a primary day-to-day point of contact between in-house counsel, outside counsel, vendors, and internal technical teams; coordinate matter execution, status, and escalations

Partner with Security, IT, and product engineering to support Anthropic's data landscape, instrument new data sources for hold and collection, and ensure each ESI source has a governed retention, hold, and disposition path

Develop and operate the operational layer of Anthropic's information governance program: retention schedule execution, classification rollout, defensible disposition workflows, and data-inventory maintenance in close partnership with the Discovery Lead and information governance stakeholders

Build the program's measurement and reporting matter status, hold population, data volumes, vendor spend, cycle time, review quality and use it to drive decisions and demonstrate defensibility

Integrate AI and automation into the EDRM lifecycle: generative-AI-assisted review, advanced analytics, custom Relativity applications, and agentic workflow automation for intake, hold tracking, status reporting, and internal documentation

Support active litigation, government investigations, and regulatory inquiries as the operational counterpart on the matter team coordinating workstreams, managing vendor execution, and surfacing operational risk and cost trade-offs to counsel

Design and build internal tools to streamline and manage critical discovery workflows (legal holds, preservation, collection, ECA, and production), and develop dashboards that report on data management trends and cross-matter discovery status

Requirements

• Hands-on discovery experience across the full EDRM lifecycle, with demonstrated ownership of operations on complex matters in an in-house legal department, government agency, law firm, or vendor
• A track record of founding or rebuilding discovery operations functions defining the operating model, selecting platforms and vendors, and writing the playbooks that make the work defensible at scale
• Strong understanding of the Federal Rules on discovery and evidence, ESI preservation obligations, and proportionality, with the operational fluency to translate those obligations into workflows
• Experience operating discovery across modern enterprise data sources Slack, Google Workspace, Microsoft 365, Box, mobile, and engineering systems and an understanding of how to bring novel data sources under preservation and collection
• Experience designing and running discovery vendor programs, including evaluation, contracting, SLAs, pricing models, and performance management across multiple concurrent providers
• Strong project management instincts and a track record of running multiple concurrent matters and programs under tight deadlines, with composure and precision
• Demonstrated ability to communicate technical discovery and operational concepts clearly to attorneys, executives, engineers, and non-technical stakeholders

Qualifications

• Hands-on integration of generative AI and agentic workflows (e.g., Claude, Claude Code, or similar) into operational discovery work project tracking, status reporting, internal documentation, custom tooling, and script maintenance
• Technical fluency working with engineering teams and modern infrastructure APIs, cloud (AWS, GCP), data pipelines, and version control and comfort writing, reading, or maintaining small scripts where useful
• Experience operating information governance programs at scale including retention scheduling, data classification, defensible disposition, and data mapping across heterogeneous enterprise data sources
• Experience managing significant discovery operating budgets and vendor portfolios, including pricing strategy, cost recovery, and operational efficiency
• Experience with applying AI and automation to discovery operations, including generative AI for review, agentic automation, and operational tooling for hold tracking, reporting, and documentation
• A collaborative, hands-on orientation, with integrity and genuine curiosity about building operational programs in a fast-moving environment