With more than 17 years of legal, technical and business experience, he has helped legal counsel and companies control the costs and mitigate the risks associated with multiple facets of the discovery process, both reactively in the midst of litigation and proactively through design of effective data management and legal processes.
He has worked with clients across various industries, including energy and resources (upstream, mid-stream and downstream oil and gas), medical device manufacturing, financial services and technology.
His primary areas of concentration: litigation readiness, helping to reduce the risks and manage the costs of discovery through careful preparation and process improvement, with services including e-discovery preparedness, records and information management, legal hold management, discovery technology assessment and legacy data remediation; and collection, assisting clients with effectively identifying and collecting data and documents to meet discovery demands.
Mr. Lee is also involved with data analytics and processing, helping clients securely reduce collected data to a manageable set for review; and providing clients and their legal counsel with a secure, online collaborative environment for hosting of documents and data for legal review. He offers efficient and timely assistance with document review and production in business disputes and investigations, as well as the accurate, on-time production of data in multiple formats.
Notable assignments include design and execution of discovery processes for major multi-district environmental litigation, execution of global fraud and corruption investigations, and development of internal policies for records management and legal hold.
Before A&M, Mr. Lee worked with Deloitte Financial Advisory Services in Houston for more than three years, most recently serving as a senior manager in their analytic and forensic technologies practice, focusing on complex litigation support and discovery advisory services.
Earlier, he spent eight years working with a technology integration services company, serving as practice director for enterprise content management solutions, including legal hold, archival and records management technologies.
Mr. Lee earned a juris doctorate degree from The University of Houston Law Center and bachelor's degree in history from the University of Houston. He is a member of the State Bar of Texas and participates in The Sedona Conference Working Group 1 on Electronic Document Retention and Production.